Name: AI 顛覆會比 COVID-19 更嚴重嗎？！ (Will AI Upheaval Be Bigger Than Covid?)
Uploaded: 2026-02-12T14:17:11.000Z
Duration: 6 min 21 s

過去簡單式

Last week, as we talked about on the show, there was the anthropic Claude cowork plugin that impacted, I guess, the legal software world.

上週，就像我們在節目中討論過的，anthropic Claude 的協作外掛程式出現了，影響了，我想，法律軟體界。

過去進行式

And then now, just a couple of days after that episode, maybe even the next day, we had Claude 4.6 new version that was suddenly impacting the world of financial software and financial research.

然後現在，就在那集節目播出後幾天，甚至可能是隔天，我們就迎來了 Claude 4.6 的新版本，突然間影響了金融軟體和金融研究的世界。

Basically, Anthropic has said this is a model that's positioned as an analyst grade engine.

基本上，Anthropic 表示這是一個被定位為 analyst grade engine 的模型。

It can, you know, we can scan through company data, regulatory filings, market information, produce detailed financial research.

它可以，你知道的，我們可以掃描 company data、regulatory filings、market information，產生詳細的 financial research。

I'm actually looking at this because I'm not great with finance as far as, like analysis and stuff.

我其實在看這個，因為我對 finance 這方面的 analysis 和其他東西不太在行。

I'm looking at this, I'm like, maybe I should start, you know, seeing how I could integrate this into how I analyze my own finances, but

我看到這個，我想，也許我應該開始，你知道的，看看我如何將它整合到我分析自己財務的方式中，但是

do all the, you know, things that I guess we've been used to, but

做所有，你知道的，我猜我們已經習慣的事情，但是

apparently you can do it better, creating spreadsheets, creating presentations, software development, yada yada yada.

顯然你可以做得更好，製作 spreadsheets、製作 presentations、software development，等等等等。

They also increased the token limit up to 1 million, so it has a much larger token limit.

他們也把 token limit 提升到 100 萬，所以它的 token limit 大很多。

And introduced something called agent teams, which we have talked about and heard about with other models, which is just this idea of like breaking tasks into little kind of side tasks and throwing those to different agentic workflows that happen simultaneously but independent of each other and then kind of connect together to create the full output.

而且推出了叫做 agent teams 的東西，我們之前有討論過，也聽過其他模型有類似的概念，就是把任務分解成小小的子任務，然後分配給不同的 agentic workflows 同時進行，但彼此獨立，最後再整合起來產生完整的輸出。

All of this impacted Wall street and kind of continued to impact the concerns around the future of software.

這一切都影響了 Wall street，也持續影響著大家對 software 未來的擔憂。

因為看看 anthropic Claude 在做什麼。

Some of those dropped 10% on the idea that this model was coming for their work.

有些公司股價是以下跌了 10%，因為他們擔心這個模型會取代他們的工作。

We've been worried about whether AI really has economic impact and returns and a model behind it.

我們一直擔心 AI 到底有沒有 economic impact 和 returns，以及背後是否有個模型支撐。

One is anthropic is leading the way in a lot of interesting ways.

一個是 anthropic 在很多方面都走在前頭。

It's leading the way in B2B, I think clearly in terms of coding and now generally software and now generally financial stuff, they're doing impressive work.

我認為在 B2B 方面，尤其是在 coding 還有現在普遍的 software 和 finance 領域，他們都做得非常出色。

It led to two panics, a software panic and a fin services panic.

這導致了兩種恐慌，一種是 software 恐慌，一種是 fin services 恐慌。

But they took a different form than I would have expected.

但它們的表現形式和我預期的不太一樣。

I would have expected that in each industry they would have said, new efficiency, new productivity, new profits.

我原本預期在每個產業裡，大家都會說，有新的效率、新的生產力、新的利潤。

I'm not sure that the market's right there.

I think that we have stories later in the rundown about how people are working differently, certainly more intensely.

我認為稍後我們會有關於大家工作方式改變的討論，肯定會更賣力。

I don't think we have the data yet to see what it's doing to productivity and where that productivity is.

我覺得我們還沒有足夠的數據來看看它對生產力有什麼影響，以及生產力在哪裡。

Is it because these companies fire a bunch of people, bad for the people, good for the company?

是因為這些公司解僱了一堆人，對員工不好，但對公司好嗎？

Is it because companies, their customers start doing this stuff on their own, no longer needing those companies?

是因為客戶開始自己做這些事，不再需要這些公司了嗎？

Bad for the companies and the employees, good for anthropic and company.

對公司和員工都不好，對 anthropic 和公司是好的。

I don't think we know enough yet to know where this is going to land and still not certain that the results are there.

我覺得我們還沒有足夠的數據來看看它會發展成什麼樣子，而且我仍然不確定結果是否已經出現。

So I found it to be a fascinating panic that I think kind of fed on itself in the market without data.

所以我發現這是一個有趣的恐慌，我認為它在沒有數據的情況下在市場上自我蔓延。

And kind of listening to you kind of lay out the couple of different scenarios, I mean, all I can think is a little of this, a little of that.

聽你講了幾種不同的情境，我的想法是，這些情況都有一些。

And fear, uncertainty and doubt is a hell of a drug.

而恐懼、不確定和懷疑是一種非常強烈的藥物。

There's a sense or there's been a sense we've gotten comfortable to a sense that our lives and our careers and what we do and who we are and our identity is all within our control.

有一種感覺，或者說，我們已經習慣了一種感覺，認為我們的生活、我們的事業、我們所做的事、我們是誰以及我們的身份都在我們的掌控之中。

And I think, you know, part of the fear, uncertainty and doubt is, oh, maybe we're at a time where it's no longer in my control, where I thought I did.

我覺得，你知道，恐懼、不確定和懷疑的一部分就是，哦，也許我們正處於一個不再由我掌控的時代，而我以為是可以的。

I thought I knew what I did for a living.

And it is interesting how some people see this as an empowering piece of news.

有趣的是，有些人卻把這看成是令人振奮的消息。

Of making, you know, of impacting and changing my workflow so that I can be more impactful, be more efficient and, and

改變，你知道，影響並改變我的工作流程，讓我更有影響力、更有效率，而且

And then you've got the other side, which is, oh, my goodness, they're doing the thing I used to do or I've done for years.

然後你還有另一種人，他們會說，天啊，他們正在做我以前做過或做了好幾年的事情。

你知道，事情都不是表面看起來那樣。

Yet if these service companies fell, one should have seen that their customers stock should have risen.

但如果這些服務公司倒閉了，大家應該會看到他們的客戶股票應該要上漲。

Because if the presumption is, I can do this without you now, then they're more efficient or the service companies are just much better at what they did and they're more efficient, somebody should rise there.

因為如果假設是，我現在可以沒有你做到這件事，那代表他們更有效率，或是這些服務公司做得更好，而且他們更有效率，那應該有人在那邊崛起。

If we believe there's actual economic impact here, it makes no sense to me that kind of everybody fell and tech fell generally.

如果我們相信這裡有實際的經濟影響，那種大家和科技業普遍都下跌，對我來說沒有道理。

所以我不懂，我不懂，我還沒搞懂。

Don't have the experience, let's just say the better, better way to put it.

沒有經驗，我們就換個說法，說得比較好聽一點。

And can't see if this is all speculative as hell.

而且看不出來這是不是純粹的猜測。

Somebody anthropic comes out with the tool, people say, wow, that could do a lot of stuff.

有人推出 anthropic 的工具，大家就說，哇，這個可以做很多事情。

The panic may be fully legitimate, but it's early.

這種恐慌或許完全合理，但現在還太早了。