以长期主义和构建产业协同生态为核心价值观的红杉资本近期举行了第三届人工智能峰会。此次峰会汇聚了 150 位全球顶尖 AI 领域创始人，释放了三大核心信号。 一、AI 商业模式从 “工具导向” 向 “结果导向” 转型 这一转型的底层逻辑是实现商业模式闭环，将技术转化为可量化的业务成果。过去十年，企业软件的核心价值是“提升效率”——通过SaaS工具实现流程自动化，客户为此支付“软件费用”。但AI正在穿透这一逻辑，形成全新的商业闭环： Software as a Tool（工具）→ Software as a Co-worker（协作）→ Software as an Outcome（成果） 对用户而言，付费逻辑从 “为模型能力买单” 转变为 “为实际问题解决能力买单”。例如，法律 AI 工具已从单纯提供 …
DeepSeek的爆火让资本圈陷入一场幻觉：仿佛只要给机器人装上AI大模型，就能瞬间解锁《西部世界》般的智能。但现实是，当科技巨头们还在实验室里调教大模型的“逻辑脑”时，成功 “破圈出道” 的是那些能做出各种炫酷动作的具身机器人。例如，宇树科技的机器人会鲤鱼打挺，优必选的Walker X会打太极，甚至连北京人形机器人创新中心的“天工Ultra” 都跑完了半程马拉松。 这背后折射出当前人形机器人产业的核心矛盾： 当前人形机器人产业的核心矛盾是 “炫技级硬件能力” 与 “尚处发展初期的 AI 水平” 间的显著断层。 根据立德机器人平台的报告，2025 年中国人形机器人市场规模将达 82.39 亿元，但其中超过 70% 的订单来自工业场景（如汽车制造、3C 电子）。在这些场景中，机器人仅需 “精准执行预设动作”，尚未对 “自主决策” 能力形成广泛刚需 。 人形机器人产业发展的新催化剂 刚刚过去的 4 月份，有两件和人形机器人相关的活动格外引人瞩目。4 月 15 …
Have You Ever Been “Fooled” by AI? — The $5,000 Lesson from a Lawyer Let’s start with a real case: Steven A. Schwartz, a veteran lawyer with over 30 years of experience, …
Is anyone else eagerly waiting for Manus to save the day? My inbox is buried under 5,800+ unread emails, and my direct messages are constantly overflowing. I feel like I’m …
With the continuous development of artificial intelligence, the demand for data, algorithms and computing power has exploded, and datacenters as the basic carrier are also facing tremendous pressure. It is …
AI large language model (LLMs) startups have been gaining popularity in recent years and are known for their high valuations. Among them, the most famous OpenAI is valued at $83 …
Last week, I had the privilege of attending a private board meeting of a personal health management system for the world’s top wealthy people. I brought up the concept of …
The Next Economic Growth Opportunity in the World What is the next economic growth opportunity that the world is developing? It is the low-altitude economy. According to the official definition, Low-altitude …
Part 1 3. Extreme Extreme Design The concept of Xiaomi Auto’s philosophy in building cars is to pursue a driving experience that human and car synergy. The car can understand …
Xiaomi car opened for sale on March 28th, 2024, there are three models: the standard version is 215,000 yuan (US$29,713), the Pro version is 245,900 yuan (US$33,983), and the Max …
