市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀，增长前景更加不确定，这让投资者难以判断合理估值，导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级，分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。
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When a host runtime provides a byte-oriented ReadableStream from the runtime itself, for instance, as the body of a fetch Response, it is often far easier for the runtime itself to provide an optimized implementation of BYOB reads, but those still need to be capable of handling both default and BYOB reading patterns and that requirement brings with it a fair amount of complexity.