any of those things.
But Anthropic did not launch an endpoint protection platform. It did not introduce an identity access and management platform and didn’t replace zero-trust architecture. It released a new capability within Claude Code, an AI-powered developer tool. Yet the market moved as if an entire sector had been structurally disrupted.
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资本的狂欢与产业的焦灼交织并行，这种“撕裂”除了有因春晚舞台秀激发的舆论破圈，还在于具身智能在硬件、算法乃至商业化路径选择上都充满了"非共识"。