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“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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As a data scientist, I’ve been frustrated that there haven’t been any impactful new Python data science tools released in the past few years other than polars. Unsurprisingly, research into AI and LLMs has subsumed traditional DS research, where developments such as text embeddings have had extremely valuable gains for typical data science natural language processing tasks. The traditional machine learning algorithms are still valuable, but no one has invented Gradient Boosted Decision Trees 2: Electric Boogaloo. Additionally, as a data scientist in San Francisco I am legally required to use a MacBook, but there haven’t been data science utilities that actually use the GPU in an Apple Silicon MacBook as they don’t support its Metal API; data science tooling is exclusively in CUDA for NVIDIA GPUs. What if agents could now port these algorithms to a) run on Rust with Python bindings for its speed benefits and b) run on GPUs without complex dependencies?