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Kimi begins to "rent" digital employees: Agent pricing anchor is sliding from software budget to human budget

Dark Side of the Moon released a managed agent, which was mostly interpreted by the market as a "functional upgrade." The judgment of this article: This is not a product iteration, but a restructuring of employment patterns - AI manufacturers are shifting from "selling tokens" to "renting digital employees." Based on the principle of "dynamics", this article proposes a three-layer lease-purchase decision-making framework, revealing that the pricing anchor point is sliding from IT budget to human budget. The general scenario of renting is the main channel, but buying will not disappear; the vertical scenario has entered a mixed state.

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