Name: AI 代理如何重塑商業模式？Jack Hidary 於 CNBC 分享！ (How Agentic AI Is Reshaping Business Models | Jack Hidary on CNBC)
Uploaded: 2026-02-27T21:41:24.000Z
Duration: 6 min 52 s

Software stocks are bouncing back today after Anthropic announced several partnerships with names like Intuit Salesforce and Thompson Reuters to boost its enterprise business.

軟體股今天反彈，因為 Anthropic 宣佈與 Intuit、Salesforce 和 Thompson Reuters 等公司建立多項合作夥伴關係，以促進其企業業務。

This after a Citrini research report on AI's potential to devastate white collar workforce and consumer economy spooked parts of the market yesterday.

這是因為 Citrini 昨天發布了一份關於 AI 可能會摧毀白領勞動力和消費者經濟的研究報告，引發了市場的擔憂。

Let's bring in Jack Hillary, CEO of AI and quantum firm Sandbox iq.

讓我們請來 AI 和量子公司 Sandbox iq 的 CEO Jack Hillary。

How do you look at this brutal software sell off, Jack, and

Jack，你怎麼看待這次嚴重的軟體拋售，

whether it's, whether it's overdone or if the core business here is actually threatening, threatened and potentially threatened in a serious way.

它是過度反應，還是核心業務真的受到威脅，而且是嚴重的威脅？

Well, I think the Trinity Research report is actually very helpful Sarah, in terms of raising the issues.

嗯，我認為 Trinity Research 的報告實際上非常有幫助，Sarah，它提出了很多問題。

And there will no doubt be a big impact of coding AI, the kind of AI that Claude gives from anthropic Gemini OpenAI, there's many, many versions of it out there will make it easier for companies certainly to adapt and do the customization of these large enterprise software platforms.

毫無疑問，像 Claude、Gemini、OpenAI 這類由 Anthropic 開發的編碼 AI，市面上有很多版本，將會讓企業更容易適應和客製化這些大型企業軟體平臺。

many companies like IBM have had legacy divisions whose only job is to either customize enterprise software and, or convert cobol, the old language that we used to use on mainframes, into new code.

許多公司，像是 IBM，過去都有專門負責客製化企業軟體或將舊的mainframe程式語言 Cobol 轉換成新程式碼的部門。

And that's why IBM dropped yesterday pretty precipitously as well.

這也是為什麼 IBM 昨天股價也大幅下跌。

So there will be an absolute impact on coding and the customization of software at the same time.

所以這會對編碼和軟體客製化同時產生絕對的影響。

Sarah, I think the report underplays the other part of AI which is where it creates new products, new value.

Sarah，我認為這份報告低估了 AI 的另一部分，也就是它創造新產品、新價值的面向。

Every time we have a tech revolution we actually create more jobs and more value and increase the gdp.

每一次科技革命，我們其實都會創造更多工作機會和價值，並提高 GDP。

所以我認為這份報告低估了這一點。

Okay, I'm glad you brought up IBM because I dug into this one a little bit.

好的，很高興你提到 IBM，因為我對這部分做了一些研究。

I spoke to Rob Thomas over there, he's the Chief Commercial officer, head of software, he's one of the top guys over there and he put out a blog post on this and basically what he explained to me, because I'm no COBOL expert of course, is that IBM itself has been doing this so called COBOL monetization for several years now.

我跟他們那邊的 Chief Commercial Officer、軟體負責人 Rob Thomas 聊過，他是那邊的頂尖人物之一，他發表了一篇部落格文章，基本上他跟我解釋的，因為我當然不是 COBOL 專家，是 IBM 自己已經在做這種所謂的 COBOL 貨幣化好幾年了。

You know, where they're able to translate that into Java and more modern languages for coding and if anything it's only helped their mainframe computer business, otherwise they wouldn't have done it.

你知道，他們能夠將其翻譯成 Java 和更多現代的編碼語言，而且如果有的話，這反而幫助了他們的 mainframe 電腦業務，否則他們也不會這麼做。

That was his point, is that this is not necessarily news on that front and not disruptive.

他的重點是，這在這方面不一定是新聞，也不是顛覆性的。

And the other analogy he gave me, which I, which really spoke to me was it's you can vibe code, iOS, but

他給我的另一個類比，讓我覺得很有共鳴，就是你可以 vibe code，iOS，但是

that doesn't necessarily make the iPhone less valuable because of the integration of that hardware and software and just the Complexity around that and everything that goes into it, the camera, not just software.

這並不一定會降低 iPhone 的價值，因為它整合了硬體和軟體，以及圍繞它的複雜性，還有所有構成它的元素，像是相機，而不僅僅是軟體。

And that's not going to necessarily affect the iPhone.

There's certainly millions of lines of Cobalt code yet to be converted to.

當然還有數百萬行的 COBOL 程式碼還沒被轉換。

IBM will have a role in that, but now a number of companies will also do it themselves.

IBM 在這方面會扮演角色，但現在也有很多公司會自己來做。

So in general it is a pressure downward on pricing for that service of COBOL conversion, sure, but

所以總體來說，這確實會對 COBOL 轉換服務的價格造成向下的壓力，沒錯，但是

並不是，並不是像摧毀大型主機那樣。

it is a downward pressure and I think the market right now is very spooked.

這確實是向下的壓力，我認為目前的市場非常緊張。

They sell first, ask questions later in this area of enterprise services.

他們在這塊企業服務領域是先賣再說、後面的問題再問。

但我覺得我們好像錯過了重點。

3 weeks ago on this channel we were talking about is a bubble and, and

三週前在這個頻道，我們在討論是不是一個保麗龍，然後，然後

now it turns out AI is the destroyer and the rest of the economy is the bubble.

結果現在變成 AI 是毀滅者，而經濟的其他部分才是保麗龍。

So I just want to note that it's a fun switcheroo that we're seeing.

所以我只是想說，我們看到這個有趣的轉變。

Well, you can't write either you're investing all this money in data centers and the chips that go into them as a result of all the things you're going to get on one hand or that's not going to work and then you don't have to worry about the software companies getting disintermediated.

嗯，你不能說你一方面是投資了這麼多錢在資料中心以及裡面的晶片，因為你預期會得到很多東西，或者這東西行不通，然後你也不用擔心軟體公司被取代。

Well, I do want to come back to you just on the overall view that you've expressed and many have.

嗯，我還是想回到你說的，以及很多人都表達過的整體看法。

We're optimistic about how this technology is going to impact our society.

我們對這項技術將如何影響我們的社會感到樂觀。

Always pointing out that in past technological revolutions more jobs have been created, but

總是指出，過去的技術革命創造了更多工作機會，但是

we have never seen a technology that can replicate and then exceed human intelligence.

我們從未見過一項技術能夠複製然後超越人類的智慧。

And so I really do come back to the idea that none of us have any real idea, do we, of what's going to happen.

所以，我真的又回到這個想法，我們都沒有真正知道會發生什麼，對吧？

None of us know the full crystal ball, David.

But number one, agents, as we talked about last time, will absolutely rise up and will displace and put downward pressure on intermediaries, doordash, other kinds of services that today gain huge rent fees, tolls essentially on connecting people will have downward pressure because agentic AI will, will absolutely rise up.

但第一點，就像我們上次討論的，代理人絕對會崛起，並且會取代並對中介機構、DoorDash 等今天收取巨額租金、基本上是連接人們的費用施加下行壓力，因為代理式 AI 絕對會崛起。

What that means is that new jobs will be created for those who can create agentic platforms.

這代表著會為那些能建立代理平臺的人創造新的工作機會。

And so it's never that you can keep the old jobs and you get the new jobs.

所以，你不可能同時保有舊工作又獲得新工作。

You've got to actually have new skills, new platforms.

你必須要有新的技能、新的平臺。

The success of Open Claw is Another testament to agentic rising up.

Open Claw 的成功，也再次證明瞭代理的崛起。

So my advice to companies, legacy companies, is it is not doom.

所以，我給企業、傳統企業的建議是，這不是世界末日。

But unless you retool immediately and into the new tool set, you're going to be part of the past, there's no doubt about that.

但除非你立刻重新學習並掌握新的工具組，否則你肯定會被淘汰，這毫無疑問。

It's going to require a new business model in some ways as well.

這在某些方面也需要新的商業模式。

One that's not based on per seat license fees, for example, but

例如，不再以每個座位授權費為基礎，而是

somehow based on something else, I guess in terms of overall cost saved.

我猜測，而是以節省的總成本為基礎。

I don't know what it's going to be, Jack.

Well, it's going to be value based pricing.

And then the bigger picture, David and Sarah here is really about the global competitiveness as well.

然後，更大的畫面，David 和 Sarah，這其實也關乎全球的競爭力。

Right now in the US we're sitting at a $31 trillion economy where the largest GDP by nominal terms and Q3 2025, just a quarter ago, we had 4.4% annualized growth in that quarter.

目前美國的經濟規模是 31 兆美元，是名義上最大的 GDP，在 2025 年第三季，也就是上個季度，我們在那一季有 4.4% 的年化成長。

What we're seeing coming up this year, 2026, 2027, we could be seeing GDP growth rates that we've really never seen before, except for the anomalous year of 21 where we had that 5.1% rebound year from the devastation of 2020 with COVID But, but

我們今年，2026、2027 年，可能會看到前所未有的 GDP 成長率，除了 2021 年那個異常的年份，當時我們從 2020 年 COVID 的毀滅中反彈了 5.1%。但是，但是

putting that one aside, I think we're actually going to see GDP growth percentage wise.

撇開那個不談，我認為我們實際上會看到 GDP 成長率。

But here in the US that's going to be a real shocker for the global system.

但在美國，這將對全球體系造成真正的衝擊。

And it also brings us to the US China competitiveness in terms of how do we look at vis a vis the air coming out of China.

而且這也帶我們探討美國和中國的競爭，我們該如何看待中國的出口。

Well, we're going to have to contemplate that future more with you next time, Jack.

嗯，下次我們得跟 Jack 討論更多這個未來的可能性。

Appreciate the perspective as always, especially on the big sell off yesterday.

感謝您一如既往的分享，特別是關於昨天的大幅賣壓。