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。
TransformStream creates a readable/writable pair with processing logic in between. The transform() function executes on write, not on read. Processing of the transform happens eagerly as data arrives, regardless of whether any consumer is ready. This causes unnecessary work when consumers are slow, and the backpressure signaling between the two sides has gaps that can cause unbounded buffering under load. The expectation in the spec is that the producer of the data being transformed is paying attention to the writer.ready signal on the writable side of the transform but quite often producers just simply ignore it.
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Anthropic had refused Pentagon demands that it remove safeguards on its Claude model that restrict its use for domestic mass surveillance or fully autonomous weapons, even as defense officials insisted that AI models must be available for “all lawful purposes.” The Pentagon, including Secretary of War Pete Hegseth, had warned Anthropic it could lose a contract worth up to $200 million if it did not comply. Altman has previously said OpenAI shares Anthropic’s “red lines” on limiting certain military uses of AI, underscoring that even as OpenAI negotiates with the U.S. government, it faces the same core tension now playing out publicly between Anthropic and the Pentagon.