筛选这类标的的关键标准是：该公司是AI Agent的“受害者”还是“载体”？以ServiceNow为例，尽管其股价近期暴跌，但通过收购Moveworks、Armis，它正试图从“被Agent替代”转向“成为Agent平台”，这种转型若能成功，有望带来估值修复。
In defending herself and her business, Kennedy returns to the idea that seeking help with parenting—and paying for it—is not all that different from pursuing coaching of other kinds. “I’ve never heard anyone say that executive coaches make CEOs anxious, right? I don’t hear anyone saying money managers make people anxious with their finances, or basketball coaches or sports psychologists make athletes anxious in those fields.”
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