The AI narrative makes all of this worse. Wall Street is pricing AI as if it’s already reshaped the economy. The NBER published a surveyed in February on AI use, with data from nearly 6,000 executives across the U.S., UK, Germany, and Australia. More than 80% reported zero measurable impact of AI on productivity or employment over the past three years. AI will be transformative, but the gap between what the market is pricing in and what’s actually happening inside companies is enormous.
宋刚：是的，我们会让AI能力来驱动硬件，而不是硬件定义场景。
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基于这些突破性数据，Kyverna在年初的JPM大会上宣布，计划在2026年上半年向FDA提交BLA申请。
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