AI探索投资思考
AI Companies Are Burning Cash. The Ones Building Roads for AI Are Printing It.
In the same week of February 2026, Coinbase and Stripe both launched payment products for AI agents. HTTP 402 was activated after 27 years of dormancy. Salesforce fired 4,000 support reps, saved $100 million with AI, then packaged the same AI as a product and sold 18,500 deals. Publisher search traffic dropped by a third in one year. Everyone is watching who builds the best AI. Wrong focus. The real winners of the To AI era aren't AI companies.
AI探索投资思考
AI Is Killing Software, But API Is Eating the World
Everyone is panicking about AI destroying SaaS. They're looking at the wrong thing. The UI layer is dying. The API layer is exploding. The real winners aren't building AI. They're feeding it data and selling APIs.