作为消费者和商业领袖，我们正在实时了解后应用程序、后网络世界。
We're getting a live look into the post-app, post-web world, for us as consumers and as business leaders.
Meta的新个人代理Muse -美国苹果应用商店中排名第一的免费应用程序-和微软新的商业Copilot都是建立在相同的前提下的。
Meta's new personal agent, Muse — the #1 free app on Apple's App Store in the U.S. — and Microsoft's new Copilot for Business are built on the same premise about where this is headed.
为什么重要：我们不会使用应用程序（生活）或软件（工作）来完成事情。我们会告诉人工智能代理，每个代理都在自己的云计算机上运行，他们会为我们这样做。这正在发生。
Why it matters: We won't use apps (life) or software (work) to get things done. We'll tell AI agents, each running on its own cloud computer, and they'll do it for us. This is happening now.
本·汤普森（Ben Thompson）的《策略》（Stratechery）是科技思想家的必读读物，他在他的最新文章《应用程序、代理和聚合》（Apps、Agents和Aggregation）中阐述了这一点。“他可能在杂草中茂密而深入。无论如何，读他。
Ben Thompson, whose Stratechery is essential reading for tech thinkers, lays it out in his latest essay, "Apps, Agents, and Aggregation." He can be dense and deep in the weeds. Read him anyway.
1.你（缪斯）：你给你的代理发短信，它就能完成工作。一旦您授予许可，它就会插入您的电子邮件、日历、付款和购物中，进行您原本会使用应用程序和网站进行的点击和安排。
- You (Muse): You text your agent, and it gets the job done. Once you grant permission, it plugs into your email, calendar, payments and shopping, doing the clicking and scheduling you'd otherwise do with apps and websites.
汤普森解释说，这就是亚马逊屏蔽Muse的原因：为您购物的代理永远不会看到或点击亚马逊的广告。
That's why Amazon blocked Muse, Thompson explains: An agent shopping for you never sees or clicks on Amazon's ads.
Instinct是一家仅受邀请的Muse竞争对手，点亮了硅谷，刚刚以100亿美元的估值筹集了10亿美元，是一个月前估值的4倍。
Instinct, an invite-only Muse competitor lighting up Silicon Valley, just raised $1B at a $10B valuation — 4x its value ONE MONTH earlier.
2.您的企业（Copilot、OpenAI的圆点、Muse for Small Business）：同样的想法，但专为企业而构建。这个领域的竞争非常激烈。微软的新Autopilot可以通宵工作，监控Teams频道并处理后续行动。您像同事一样标记它，任何员工都可以当场构建和共享内部应用程序或解决方案。Meta（Muse for Small Business）和OpenAI（dots）本周都推出了各自的版本。Anthropic的整个业务都是围绕业务建立的。
- Your business (Copilot, OpenAI's dots, Muse for Small Business): Same idea, but built for the enterprise. The competition in this space is intense. Microsoft's new Autopilot works overnight, monitors Teams channels and handles follow-ups. You tag it like a colleague, and any employee can build and share an internal app or solution on the spot. Both Meta (Muse for Small Business) and OpenAI (dots) rolled out their versions this week. Anthropic's entire business is built around business.
汤普森的赌注：没有人会再触摸笨重的企业软件。当代理商可以廉价、立即地定制您需要的东西时，您为什么要这样做呢？
Thompson's bet: No human will touch clunky enterprise software again. Why would you, when an agent can customize what you need cheaply and instantly?
为什么它很粘：汤普森在《Frontier Overhangs》中指出，一旦你将你的生活或你的公司倾注到一个代理人身上，转换就是残酷的。“大多数人和公司只会有一个。获胜者将是那些拥有分发功能的人：Meta几乎覆盖了所有人，而微软几乎覆盖了所有员工。
Why it's sticky: Once you pour your life, or your company, into an agent, switching is brutal, Thompson argues in "Frontier Overhangs." Most people and companies will have just one. The winners will be the ones with distribution: Meta reaches nearly everyone, and Microsoft reaches nearly every worker.
现实检验：信任是障碍。根据奥本海默的一项调查，只有8%的美国人表示他们会信任Meta提供密码，58%的美国人不会与任何人工智能代理共享密码。
Reality check: Trust is the hurdle. Just 8% of Americans say they'd trust Meta with their passwords, and 58% wouldn't share them with any AI agent, per an Oppenheimer survey.
这对首席执行官意味着什么：我们需要同时重组（或至少准备）我们的组织结构，以利用新的能力并重新思考我们在代理人对代理人的世界中的客户关系（和货币化）。
What this means for CEOs: We need to simultaneously retool (or prepare to, at least) our org structures to exploit new capabilities and rethink our customer relationships (and monetization) in an agent-to-agent world.
如果您是首席执行官或首席执行官团队成员：要求加入Jim的新每周Axios C-Suite时事通讯。
If you're a CEO or on a CEO's team: Ask to join Jim's new weekly Axios C-Suite newsletter.