UFIDA Network responds to the impact of the Claude series AI: the company's BIP has five major moats, and under the AI wave, it will catch up with industry knowledge.

Some investors asked the Secretary of the Board of Directors of UFIDA, hello, whether Anthropic's Claude series AI and intelligent body technology has a disruptive impact on traditional enterprise service software, and may even directly replace traditional ERP, finance, and human resources management software. Has the company evaluated the substantial replacement risk of such technology for UFIDA's existing BIP, YonGPT, and core business? UFIDA Network stated on the interactive platform that from the perspective of the launch event last night, Cowork and the plug-in system are not intended to completely replace the functions of existing software, but to create an enterprise Agent platform for knowledge workers from the dimensions of intelligent OS and task orchestration at the underlying level. The product form retains the existing software as a system of record/professional execution interface, emphasizing data and trust relationships with collaborative enterprises, hence the overall rebound of the US software and SaaS sector. The industry impact generated focuses more on simple repetitive execution tools, with lower system intervention in customers' core complex business scenarios. UFIDA's BIP series products have a strong moat capability: 1. Enterprise management requires complex and rigorous logical calculations, such as scheduling and cost convolution, which are difficult to achieve on a large scale and require an engineering approach; 2. We believe that with the development of AI, the future will enter the stage of autonomous decision-making, where AI is not only about decision-making, but also about autonomous execution, which requires every function of ERP to be an independent microservice. BIP is based on native microservices architecture, which is the advantage of BIP. Traditional ERP systems will be replaced by BIP; 3. With the development of AI, the value of data is becoming increasingly important, with many internal information technology vendors in most enterprises forming various historical data islands. If all of them are unified to BIP, the workload of data governance will be significantly reduced; 4. The stronger the AI functionality, the more obvious the advantages of process x data x AI, with AI integrating more into processes rather than just being a simple add-on plugin, which is also the advantage of BIP; 5. The future trend is industry-specific models, such as the pharmaceutical industry-specific model. The most difficult part here is industry knowledge and industry management experience. UFIDA has accumulated a large amount of customer experience data and industry knowledge. From these data and knowledge, industry rules can be deduced, indicating that UFIDA is most likely to become an industry-specific model vendor in the future. In summary, UFIDA will not only be disrupted by large model vendors in the AI wave, but will also leverage the data accumulation and business understanding generated by deep industry cultivation combined with AI capabilities to achieve comprehensive advancement.