Suhail 分析了 Kimi 3 商品化对应用层的冲击，提醒创业者关注 Claude Design 这类工具的出现，以及 Fable 5 的新策略。
Suhail 指出，当核心技术如 Kimi 3 继续商品化，创业公司必须向上层应用迁移。他认为实验室将不断侵占应用层空间，Figma 到 Claude Design 只是开始，预计会出现 20 多个类似案例。他强调用户导航和使用产品的数据集极具价值，同时提醒注意 Fable 5 不实践 ZDR 这一新动向。
If your core technology continues to get commoditized (i.e. Kimi 3), you must go up the stack. The l...
If your core technology continues to get commoditized (i.e. Kimi 3), you must go up the stack. The labs will continue to encroach on everyone in the app layer. You are their competition now. I would be very careful to concentrate on them and send them your trajectories! Figma -> Claude Design is just the beginning--expect 20+ of these. How your users navigate and use your products is an invaluable dataset. With the advent of Fable 5 not practicing ZDR, you should be super aware of this. 💬 19 🔄 6 ❤️ 85 👀 5086 📊 28 ⚡