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经济实力正在回归实体领域

为什么说正在吞噬世界的是硬件，而非软件

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    • 台湾、日本和韩国主导着半导体制造业产业群的关键领域，这些优势不仅依赖于软件，更建立在数十年积累的工程专业知识之上。
    • 台湾、日本和韩国主导着半导体制造业产业群的关键领域，这些优势不仅依赖于软件，更建立在数十年积累的工程专业知识之上。 图片来源：路透社

    Paul Achleitner

    Published Wed, Mar 11, 2026 · 06:04 PM

    本文由AI辅助翻译

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    十多年来，风险投资家 Marc Andreessen “软件正在吞噬世界”的论断，精准地捕捉了经济力量的逻辑。数码平台重塑了各个行业，软件公司令制造企业黯然失色，而竞争优势似乎也日益脱离了物理实体限制。

    这种世界观影响了企业战略和公共政策。如今，它正在瓦解。软件仍然至关重要，但已不再是稀缺资源。

    人工智能（AI）已将软件转变为一种充裕的生产要素。代码的生成、测试和优化几乎没有边际成本。在许多应用中，人工智能不仅是改进软件，更是取而代之。随着软件的商品化，它也失去了差异化的力量。

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