Core Insights - Major AI companies like OpenAI and Anthropic are launching enterprise-level AI products that challenge existing enterprise software markets, prompting traditional software vendors like Microsoft and Salesforce to accelerate their own AI tools and management platforms [1][2] Group 1: Competitive Landscape - The competition involves four main product categories: browser-based agents, computer-operable agents, agent-building tools, and agent management consoles [1][2] - OpenAI and Google provide browser-based agents capable of executing multi-step tasks, while Anthropic's Cowork and Google's Gemini Computer Use are examples of computer-operable agents [2] - Agent-building tools such as Salesforce's Agentforce and Google's Gemini Enterprise allow clients to create agents that can access various enterprise applications [2] - The agent management console market features competitors like Microsoft's Agent 365 and OpenAI's Frontier, raising questions about the necessity of multiple consoles for clients [2] Group 2: Adoption Challenges - Despite the promising outlook, new agent technologies face significant challenges before widespread adoption, including security concerns and usability issues [3] - Companies like OpenAI and Anthropic indicate that their computer-operable agents are still in research preview, suggesting they are not yet ready for large-scale enterprise deployment [3] - Hilton's CTO Onkar Birk expressed caution in adopting new subscriptions, highlighting the complexity and investment required for developing customer support agents [4] Group 3: Traditional Software Companies' Response - OpenAI's strategy involves positioning its agent command technology above traditional enterprise "record systems," which are critical for storing business data [5] - Traditional enterprise application companies like Salesforce and Microsoft have not yet taken steps to block AI agents from accessing or modifying data within their systems [5] - There is a recognition that traditional companies are utilizing technologies from OpenAI and Anthropic to support their own agents, even as these AI firms promote their competitive tools [5] Group 4: Market Dynamics - Snowflake, a database company, has released a product supported by AI models from OpenAI and Anthropic, enabling clients to develop agents for searching and retrieving business metrics [6] - The competitive landscape is characterized by high stakes, with industry leaders feeling pressure to either achieve a $1 trillion valuation or face potential failure [6]

Anthropic 、 OpenAI 等人工智能开发公司正在让大型语言模型 " 上班办公 " 。 这些 AI 模型正在学习使用从 Salesforce 的客户关系管理软件到 Zendesk 的客户支持系统，再到 Cerner 的医疗记录应用等各种工具。其目的是教会 AI 如何处理白领工作者所面临的一些复杂任务。 这种训练模式与 AI 模型以往的任何训练都不同。研究人员为 AI 提供模拟应用程序进行交互练习，同时聘请各领域专家向模型示范如何操作这些应 用。 这些技术的成本并不低廉。据一位知情人士透露， Anthropic 高管内部讨论过未来一年将斥资 10 亿美元打造这些 " 企业应用克隆体 " ——也被称为 强化学习环境或训练场。 雇佣生物学、软件编程和医学等领域的人类专家来教导模型学习新知识及办公软件操作，其成本也日益攀升。 OpenAI 今年早些时候预测，计划今年在数据相关成本上支出约 10 亿美元（包括支付人类专家费用和强化学习训练场）， 到 2030 年这一数字将攀 升至 80 亿美元。 若取得成功，这些 AI 训练方法或能帮助 OpenAI 和 Anthropic 突破传统训练技术近期遭遇的部分局限 ...