Patty is part of a larger app-based BK Assistant platform that will be available to all U.S. restaurants later this year.
On the software front, the S25 launched with Android 15 and One UI 7, while the Galaxy S26 ships with a newer version of Samsung’s software out of the box. As usual, the older model is expected to receive updates over time, which may narrow the long-term software gap.
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The last week has been particularly tumultuous for Microsoft's gaming division. Former Microsoft Gaming CEO Phil Spencer announced his retirement on Friday, alongside the appointment of Asha Sharma, the President of Microsoft's CoreAI division, as his replacement. Opinions differ as to whether Sharma's new position will be good or bad for Xbox, but more changes are likely on the way.
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在软件股中寻找“Agent转型”的幸存者。并非所有软件股都会被AI Agent颠覆，垂直行业SaaS（如Veeva的生命科学、Guidewire的保险）凭借其独特的数据壁垒和行业know-how，抗风险能力更强，可能比通用型CRM更安全。