Whatever you think about age verification as a requirement, it’s apparent that routine ID checks will create a huge new privacy concern across the Internet. Increasingly, users of most sites will need to identify themselves, not by pseudonym but by actual government ID, just to use any basic site that might have user-generated content. If this is done poorly, this reveals a transcript of everything you do, all neatly tied to a real-world verifiable ID. While a few nations’ age-verification laws allow privacy-conscious sites to voluntarily discard the information once they’ve processed it, this has been far from uniform. Even if data minimization is allowed, advertising-supported sites will be an enormous financial incentive to retain real-world identity information, since the value of precise human identity is huge, and will only increase as non-monetizable AI-bots eat a larger share of these platforms.
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市场还担忧 AI 会加大定价压力并削弱企业护城河。软件企业原有的竞争优势可能被 AI 侵蚀，增长前景更加不确定，这让投资者难以判断合理估值，导致市场情绪偏向“卖出”。Piper Sandler 已经下调了 Adobe、Freshworks、Vertex 等公司的评级，分析师认为“席位压缩”和“氛围编码”趋势可能限制估值上限。
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