The Golden Age of AI Applications: Fable Ban, Nadella's Moat Thesis, and Salesforce's Fin Acquisition

AI 应用黄金时代已至：Fable 被禁、Nadella 的护城河论点与 Salesforce 收购 Fin

Tomasz Tunguz argues three events mark the golden age of AI apps: the US ban on Fable shows regulatory risk, Nadella's thesis says the moat is human expertise and system design, not the model, and Salesforce acquires Fin for $3.6b. Building AI apps demands three new skills: picking the right model, designing self-improving agent loops, and evaluating system performance per company. Models have distinct personalities—Kimi K2.6 is fast but imprecise, Qwen 3.6 27b is strong but stalls on tool calls, GLM 5.1 codes well but is slow. Companies that master these three disciplines will own the era.

Why it matters: Tunguz's thesis carries real information — three cases with specific names and numbers, not vague commentary. The knock is that it's a synthesis piece, not original reporting, and the body cuts off before he unpacks the three new disciplines. Featured tier because all three HK...