① Peter Steinberg launches OpenClaw (formerly Clawdbot, November 2025)
1. Core Functionality: A personal AI assistant featuring local deployment, 24/7 operation, and unlimited memory. Commands can be triggered via chat tools like WhatsApp, utilizing model APIs such as Claude and DeepSeek to automatically organize files, execute scripts, manage schedules, and even operate servers.
2. Implications: Signals the imminent arrival of the "AI Agent era," potentially prompting capital to reassess the future growth models of traditional software and automation platforms.
② Anthropic launches Claude Cowork and 11 plugins (January-February 2026)
1. Core Functionality: Targeting general knowledge workers, 11 plugins cover multiple fields including sales, finance, law, data, and marketing. Users describe their goals in natural language, and Claude automatically creates plans, breaks down tasks, and executes them, achieving highly efficient work through "describing the result equals completing the task."
2. Implications: Market concerns about "self-built AI tools replacing SaaS subscriptions."
3. Software stocks suffered a "massacre," which extended to private equity lending, advertising giants, and cloud service providers.
③ Meta integrates Manus enterprise-level AI agent (January 2026)
1. Core Function: The integrated agent provides an enterprise-level AI agent capable of autonomously planning and executing complex business processes such as customer service, marketing, and data analysis. It is embedded in Meta's existing platform, enhancing B2B automation capabilities.
2. Transmission Logic: Tech giants are increasing their investment in AI agents, reinforcing expectations of "AI replacing traditional SaaS."
④ Alibaba releases QoderWork (January 2026)
1. Core Function: Users can access QoderWork without any complex deployment work. By simply inputting a sentence, QoderWork can invoke authorized local applications on demand to complete tasks such as file organization, data processing, and document generation.
2. Transmission Logic: The accelerated maturation of domestic desktop agents is driving the restructuring of the office automation market.
⑤ Amazon Iterates Rufus Retail AI Assistant (January 2026)
1. Core Function: A dedicated AI assistant for Amazon e-commerce, optimizing product recommendations and purchase decision assistance, with significantly higher conversion rates than general-purpose AI platforms.
2. Transmission Logic: The "agent commerce" trend is gaining momentum, and dedicated AI assistants for retailers are squeezing the market share of general-purpose shopping guide tools.
⑥ MiniMax Releases Agent 2.0 (January 2026)
1. Core Function: Positioned as an "AI-native workbench," supporting Mac/Windows desktops, it can operate local files and software, accumulate long-term memory, and launches specialized vertical scenario "expert agents," strengthening workflow embedding capabilities.
2. Transmission Logic: Domestic AI agents are rapidly following suit, accelerating market expectations for "AI replacing office software subscription models."
⑦ Google launches Project Genie (January 2026)
1. Core Functionality: Creates explorable 3D virtual environments by inputting natural language prompts or images, generating interactive scenes directly from text, without relying on traditional game engines. However, it has shortcomings such as being uneditable, having limited usage time, lacking sound, and having rough details.
2. Implications: Project Genie represents a significant advancement in AI, moving from automatically generating "static content" to generating "dynamic, interactive environments."
3. Market Impact: Global game and engine-related stocks experienced a sharp short-term decline.
