更值得关注的，是Anthropic这一个月干了什么。它发布了Claude Cowork——一个能直接接入企业Google Drive、邮件、合同系统的AI Agent，帮财务建模、帮法务审合同、帮HR写招聘材料。消息出来之后，Salesforce、ServiceNow、Intuit这些传统企业软件公司的股价集体大跌。市场在用股价说一件事：如果AI能直接完成这些工作，那些靠卖软件席位赚钱的公司，商业模式的地基开始松动了。
在 Anthropic 博客发出的当天，Lambert 就发布了一篇详细分析文章《蒸馏对于中国大模型到底有多重要？》。他的核心论点，和主流媒体的解读方向截然不同，也比一般网友更加深入和全面。
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