3 6 Ke·2026-02-05 03:53Core Viewpoint - The recent decline in global software stocks is driven by fears that AI will replace existing software tools, particularly following the release of Anthropic's Claude update, which showcases unprecedented automation capabilities [1][5] Group 1: AI's Role in Software - Huang Renxun asserts that AI will not reinvent tools but will utilize existing, proven software through APIs and functional combinations [2][4] - The fundamental change is not the replacement of software but the transformation of users from humans to AI [3][6] - AI's ability to perform tasks autonomously, such as filling forms and writing code, marks a significant advancement in technology [8] Group 2: Software as a Learning Platform - Future software will evolve from being mere tools to becoming platforms for AI's continuous learning, accumulating experience with each use [10][13] - Software must adapt to real-time generation based on AI's intentions, moving away from pre-recorded actions [11] - The most valuable aspect for companies will be the questions posed by AI, representing their challenges and strategic directions [12] Group 3: Software Requirements for AI Integration - Software suitable for AI must be capable of high-frequency calls and have API interfaces for programmatic access [15][17] - The shift in software value standards emphasizes the need for tools that can be easily integrated into AI workflows [16][19] - Companies are encouraged to assess their existing tools for API capabilities and consider enhancing those that lack such features [17]