AI Substitution Wave: Three Forces Reshape Cost Structures

AI 替代浪潮：三大力量重塑成本结构

Coinbase, Lindy, Harvey, and Cursor shifted workloads to cheaper models; Harvey reported Kimi 2.6 reached a 15% all-pass rate on Legal Agent Benchmark, versus Opus at 14%, with 100 tasks costing $84 versus $954.

Why it matters: HKR-H/K/R all pass: the $84 vs $954 cost delta and named cases from Coinbase, Lindy, Harvey, and Cursor give it concrete signal. It is a strong cost-structure commentary, not a major model or product release, so it fits the 72-77 band.