编辑 | 忠良 OpenClaw 来了，这意味着什么 最近两月，OpenClaw 一次又一次破圈。这个能让 AI 智能体像"爪子"一样深入操作系统、直接操控 软件内部的项目，短短几天就引爆了 GitHub。 很多人惊呼："这才是 AI Agent 该有的样子！" "看完 OpenClaw 的 Demo，我整晚没睡。如果 AI 真的能这样深入系统内部操作，我们现在的产品 形态、商业模式、甚至组织架构，是不是都要重来？" 这就是 OpenClaw 带来的真正冲击——它不只是多了一个工具，而是重新定义了"人机协作"的边界。 当 AI 从"聊天框里的助手"变成"能动手做事的智能体"，当它可以自主打开软件、填写表单、执行复杂 任务流，我们过去所有关于 AI 落地的假设，可能都要推翻重来。 2024 年到 2025 年初，企业对大模型的态度是"先上车再说"。买 API、接 Copilot、做 Demo——不 管有没有用，先占个坑。但到了 2025 年下半年，风向变了。 我听到的最多的一句话是： "我们做了那么多试点，为什么一个都推不下去？" 一位技术负责吐槽道：他们买了许多 AI 工具，三个月后统计使用率，不足 30%。 ...

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跑活动最好是要带业务目的，否则去见到了一堆人，哪怕加了一堆联系方式又怎么样？带着问题（想投到项目？想和一些 portco 深聊？等等）去找答案，比无意义地打卡出片更有 ROI比如同样是因为女性参加 AI 活动被引起争议，JY @JYdmnLFG 是以创业者身份 + 专业视频创作者的角色，带着业务去的，那对她来说，在她身上的争议就有很大几率被转化为对她的创业项目的关注还有的时候参加活动会有一些随机的机会，结识到同样有社交需求的业内人士。这种时候大概率不会交流到什么有价值的信息，但是有 BD 需求落地到 deal 上的人自然有其妙用然而，如果跑活动单纯就是为了打卡出片，那么哪怕获得了一时的关注，过几天谁又记得你是谁呢Yuyue (@yuyue_chris):虽然尊重女性去会场拍照是一种政治正确但是从实际角度来说，挑衣服半小时，化妆一小时，出门再半小时，出片 + 写文案再半小时确实会觉得，除非是活动主办方或者业务需求，否则去人很多的 AI 活动听 “分享” 还不如和 AI 深入多聊两小时 ...

I’ve also tracked my relationships for 6 years. new friends are positive roi.I have done the math. just don’t ask for the spreadsheet. ...

Market Overview - The Dow is experiencing gains, aiming for a third consecutive record close, while the S&P 500 and NASDAQ show mixed performance with slight declines [1][2][8]. - The S&P 500 equal-weighted index and small-cap indices like the S&P 600 are reaching record highs, indicating strong performance in broader market segments [3]. - Bond yields are decreasing, with the 10-year yield down to 4.14% and the 30-year yield at 4.79%, suggesting a shift in investor sentiment towards bonds [4]. Sector Performance - Utilities and real estate sectors are leading the market, with utilities up approximately 2.3% and real estate up about 1.5%, reflecting their sensitivity to interest rates [5]. - Financials, technology, and healthcare sectors are underperforming, indicating a potential shift in investor focus away from these areas [5][6]. AI and Technology Insights - The AI sector is entering a new phase, with companies increasingly relying on debt for capital expenditures rather than free cash flow, as seen in major firms like Google and Amazon [9][10]. - Investors are currently accepting of big tech companies taking on debt to finance AI developments, but there is a growing concern about the return on investment (ROI) and whether these expenditures will yield positive results in the future [12][14]. - The competitive landscape in AI is evolving, with uncertainty about which companies will emerge as leaders, prompting a cautious approach from investors [16][17]. Alphabet's Bond Offering - Alphabet is raising approximately $32 billion through multiple bond deals, including a rare 100-year bond, to finance its AI infrastructure buildout despite having substantial cash reserves [20][21]. - The demand for long-term bonds from companies like Alphabet indicates a shift in investment strategies, with institutional investors seeking stable, long-term returns [21]. Tax Implications for Big Tech - Major tech companies like Amazon and Meta are projected to see significant reductions in their tax bills for 2025, attributed to favorable tax provisions and credits related to AI investments and capital expenditures [22][23]. - This reduction in tax liabilities is expected to positively impact their bottom lines, although it may attract public scrutiny regarding their tax practices [23]. Job Market and Economic Outlook - The upcoming jobs report is anticipated to show a modest increase in employment, with projections around 70,000 new jobs added, but the White House is preparing for potential criticism if the numbers fall short of expectations [22][23]. - The labor market is described as stable, with sluggish hiring but no significant increase in layoffs, indicating a cautious economic environment [22].

So this is something that we were talking about last week with the CEO of RO, which has a Super Bowl ad with Serena Williams. It's really interesting that even with all the talk about the demise of linear television, the Super Bowl obviously stands alone. So talk to us about the value of a Super Bowl ad and what that ROI still looks like.You know, attention is what everyone's seeking. You know, you can't really tell someone about how great your product is if you don't have their attention. I on Madison Aven ...

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you bring up a really good point in the sense that we need to or business leaders need to prioritize and we're sort of moving past the experimentation phase when it comes to AI, right. Correct. Um, in terms of realizing and showing the ROI, I mean, is is this going to be the the show me show me the money year 2026, Jake.>> I don't think it's going to be the show me the money year although we talk about it. I we talk about as if it's I I think there's just too much hype in the market still and I think uh lar ...