代码廉价，信任无价
投资领域的持久优势一直在于那些难以察觉的因素：信任、合作关系、转换成本和机构知识
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本文由AI辅助翻译
OPENAI 首席执行官 Sam Altman 表示，软件即服务（SaaS）正在进入其“快时尚”阶段——廉价、一次性且能快速组合。股市似乎也同意这一看法。
年初以来，投资者已大规模抛售SaaS公司股票。
该行业最知名的两家公司 ServiceNow 和 Salesforce 的股价已大幅回落，而 Atlassian 的股价自年初以来已腰斩。
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