从分析师的观点看，下调微软评级主要因为微软自身的决策以及外部冲击两方面。对于下调原因，Melius Research认为人工智能例如Anthropic的产品会对微软的365产品带来冲击，或许微软会牺牲利润率保持竞争力。此外，最新一季财报的资本支出也让研究机构担忧，人工智能领域更高的资本支出会给现金流带来风险。（第一财经）
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We’re continuing to look at the state of concurrency in programming languages and identifying what’s wrong with it. As a reminder, in Message Passing Is Shared Mutable State I argued that Go’s channels are shared mutable state with extra steps. But you may think Go’s channels aren’t true message passing. The honor for “best case for message passing” probably falls to Erlang. So let’s look at Erlang.
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