GateUser-6bbdc2fc

在AI技术推動下，全球科技行業裁員潮持續，Block等公司因AI取代員工而裁員。與此同時，OpenAI卻計畫擴招3500人，主要是銷售及支持崗位，強調企業客戶端的需要。AI雖然能完成標準化任務，但人際交往和客戶關係仍需人力投入。AI焦慮並不是代表所有工作崗位被取代，而是對可標準化工作的重新定價。

作者：David George，a16z合伙人
編譯：Yuliya，PANews
原文標題：軟體行業只剩兩條路了：要麼AI原生產品增長10%，要麼真實利潤達到40%
---
PANews編者按：a16z合伙人David

文章分析了黃金價格上漲的邏輯，指出目前僅剩0.5個理由支撐黃金繼續上漲。主要理由包括：避險邏輯減弱，黃金與美股、BTC的同步波動；通脹預期減弱；中國增持黃金的速度放緩。總體來看，黃金的上漲動力不足，未來漲幅可能受限。

文章討論了“撸毛”的兩種方法論，分別是廣撒網的低成本模式與重倉投研的狙擊手打法。作者提出了項目篩選的四個維度：團隊、產品、敘事和時間與成本，強調判斷的重要性。以Backpack為例，作者對其缺乏信心，分析了其敘事、產品質量和團隊能力不足等問題，認為其較難競爭。整體來看，作者對Backpack的前景持保留態度，將其視為風險投資中的meme幣。

Cryptocurrency hacking attacks cause losses to projects that extend far beyond the immediate incident, with subsequent impacts often proving more profound. According to Immunefi's report, token prices see an average decline of 61% following attacks, while projects face sustained pressure on their reputation, funding, and operational capacity. Although the number of attacks remains unchanged, extreme attacks have intensified industry risks, with centralized platforms remaining the primary victims. If projects can weather the shock following an attack, their future still holds potential.

文章討論了Token的中文翻譯爭議，指出隨著Token在AI和雲服務中的重要性提升，行業內對其命名展開激烈競爭。不同的翻譯（如“智元”、“模元”、“符元”）背後代表著不同的利益和話語權。作者強調，Token的價值讓這個翻譯問題變得意義重大，不僅是語言學的問題，也是商業利益的爭奪。

On March 23rd, the Hong Kong-Korea Web3 Policy Promotion Alliance was established and launched the 2026 GWDC Global Developer Conference. Justin Sun elaborated on global Web3 regulatory trends, TRON's infrastructure strategy, and the importance of cross-border policy collaboration. He emphasized the balance between regulation and innovation, proposing that Web3's future depends on international cooperation to promote security compliance and healthy industry development.

作者：李冰，融中财経
原文标题：半个投資圈都在感謝宇樹
---
>
> "A股人形機器人第一股"，
>
>
> 要來了。
>
>
>
"謝謝你在五年前給了我們一個投資宇樹的機會。"
3月19日小米發佈會上，雷軍當著全場觀眾的面，對站在身旁的王興興說了這句話。第二天，3月20日，上交所官網顯示：宇樹科技科創板IPO申請獲正式受理。
時間點卡得如此精準，讓人不得不感嘆——雷軍果然眼光毒辣。五年前投進去的錢，如今即將變成一隻所有人都想持有的股票。
這不是誇大其詞。根據IT桔子數據，截至2026年3月20日，中國機器人賽道今年已有融資事件207起，其中人形機器人融資133起，

The article discusses concerns arising from AI Agents gradually exceeding their authority. Meta's AI Agent accidentally published misinformation and violated permissions, sparking debates about accountability. Meanwhile, robots losing control in real-world scenarios and data collection capabilities have raised user concerns. The article emphasizes that there are currently no clear answers regarding the boundaries and responsibility issues of AI, and attention must be paid to how AI affects decision-making in daily life.