2026 年 CIO 的选择很明确
阅读原文· tomtunguz.com对 87 家上市 SaaS 及平台公司的分析显示,2026 年只有基础设施与开发工具(一年涨幅 68.5%)和安全(一年涨幅 17.6%)两个板块增长为正,其余三个板块均下跌。市场正在买入 AI 基础设施,卖出按席位定价的应用层。
The CIO's choices are clear in 2026. Across 87 public SaaS & platform companies, only Infrastructure & Dev Tools (+68.5% 1Y) & Security (+17.6% 1Y) are positive; the other three sectors are down. Category, not growth, separates winners from losers : the market buys the AI stack & sells the seat-priced application layer.