“Agent经济学”能否成立，2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银，而非仅仅将其视为“效率工具”或“成本中心”，那么中下游企业的估值修复将带来巨大的投资机会。反之，如果AI Agent始终停留在“试点项目”阶段，无法实现商业化落地，上游硬件股的估值压缩将远未结束。
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Turns out, Valerie's hot new sitcom How's That? is written entirely by AI, much to the chagrin of the show's other writers (Abbi Jacobson and John Early). At least Valerie's publicist Billy (Dan Bucatinsky) seems excited about it.
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