市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀，增长前景更加不确定，这让投资者难以判断合理估值，导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级，分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。
Developers using the streams API are expected to remember to use options like highWaterMark when creating their sources, transforms, and writable destinations but often they either forget or simply choose to ignore it.
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18 February 2026ShareSave
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这和他「擅长表达」的传奇能力无关，却与他对简单、真实与纯粹的执念有关。