资本市场一边因为“AI恐慌论”，担心AI Agent的大规模应用会彻底替代传统软件，因而抛售传统企业软件公司的股票，导致Salesforce、Adobe，ServiceNow等公司的市值持续蒸发；另一方面又对黄仁勋“AI Agent经济学”的增长逻辑抱有疑虑，担心AI应用不及预期，而卖出英伟达股票，导致其在业绩高涨时出现股价暴跌。
"When you go around research labs, or you talk to start-ups, they have really good sensors, and then you ask them how long they work. They say 'six months'. That's great for R&D... but in industry, I want this robot to work for 10 years," he says.
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