What's cooking in git.git (Feb 2026, #11)

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We see you, Amazon. You couldn't let Best Buy have its moment to shine? You couldn't sit back and watch another retailer get all the glory? You had to go and match the price cut on the Samsung 85-inch Class Q8F QLED 4K TV, didn't you?

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更值得关注的,是Anthropic这一个月干了什么。它发布了Claude Cowork——一个能直接接入企业Google Drive、邮件、合同系统的AI Agent,帮财务建模、帮法务审合同、帮HR写招聘材料。消息出来之后,Salesforce、ServiceNow、Intuit这些传统企业软件公司的股价集体大跌。市场在用股价说一件事:如果AI能直接完成这些工作,那些靠卖软件席位赚钱的公司,商业模式的地基开始松动了。。旺商聊官方下载是该领域的重要参考

圖像來源,GREG BAKER/AFP via Getty Images。safew官方版本下载是该领域的重要参考

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Lex: FT's flagship investment column

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