HackerNews中文版

萨蒂亚·纳德拉等人曾宣扬，生成式人工智能（GenAI）将取代各种 SaaS 服务的“业务逻辑”或“中间层”。他们的设想是，用户通过聊天界面与 GenAI 模型交互，然后模型直接与数据库交互。这将显然会使几乎所有 SaaS 应用程序的需求变得多余。然而，实际情况是，GenAI 一直在向“堆栈”的上层移动，离数据库越来越远。现在没有人再谈论取代 SaaS 了。相反，GenAI 已经变成了一种点缀，你可以将其“叠加”在现有的 SaaS 应用程序之上，而无需真正取代它们任何预先存在的功能。这种“向上移动”的变化充分说明了我们当前模型的无能为力。它们如此无能且不可靠，甚至无法取代 Excel 的任何一个部分。相反，微软所做的只是“将 GenAI 叠加其上”，将重担放在用户身上，让他们“弄清楚”如何使用它。我们从“用聊天代理取代它”变成了“直接在上面添加一个聊天代理，并寄希望于最好结果”。换句话说，我们实际上让我们的 SaaS 应用程序变得更加复杂，而不是整合它们的功能，从而简化它们。

查看原文

Satya Nadella & others preached about GenAI replacing the "Business Logic" or the "Middle Tier" layer of various SaaS services. The idea was that users would interact with a GenAI model (via a chat interface), and then the model would interact directly with a database. This would have obviously mooted the need for almost all SaaS applications.<p>What's been happening instead is that GenAI has been moving up the "stack," further and further away from the database. No one's talking about replacing SaaS anymore. Instead, GenAI has become a sort of garnish, something that you sprinkle ON TOP of existing SaaS applications without truly replacing any of their pre-existing features.<p>This shift "up the stack" speaks volumes to the impotence of our current models. They are so incapable and unreliable that they couldn't replace a single part of Excel, for example. Instead, all Microsoft did was "slap GenAI on top", placing the burden on users to "figure out" how to make it useful. We went from "replace it with a chat agent" to "just slap a chat agent on top and hope for the best." In other words, we actually made our SaaS applications MORE complicated instead of consolidating their features and therefore simplifying them.

生成式人工智能未能取代软件即服务（SaaS）