线性资本王淮的逆时代选择丨入局
mp.weixin.qq.com
Saved by Darren LI
线性资本王淮的逆时代选择丨入局
More creative versions of these programs could correct for this, and I encourage companies and governments to continue experimenting with them. But I fear this kind of approach will be far from sufficient to address the long-term pressures that AI will bring to the labor market. For that, we may have to adopt more radical redistributive measures.
Kai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
Ambitious startups will need a high value wedge and the product velocity to expand quickly, create innovative data loops, and establish themselves as a core user operating system or “system of intelligence”.
Aileen Lee • Cowboy Ventures | Where we’re hunting in 1Q 2025
拾象发布了 2025 AI best ideas ，我觉得在2025年很可能实现至少 50% 。以下这几个非常认同：
1、微软转投 Anthropic，模型和云的格局彻底改变。最终所有模型会在所有云上，所有云也会支持和投资所有模型。
2、Google并没有掉队，我还是觉得Google是AI时代最强的公司。Google 手上有几张王牌：TPU 代表着无限算力资源，Andorid/Chrome 代表着最强的分发渠道，Deepmind 代表全球最高 AI 人才密度。
3、Agent 是新软件，是 2025 年投资核心中的核心。Agent 整体会渐进式演进，Coding Agent 最先落地。
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赛道特点?
1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早
1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早
可风Jason • 陆奇最新演讲实录：我的大模型世界观
The end of incrementalism: how AI will reward maximalist start-ups
Philip Clarkphilipjclark.substack.com
- Increasing perversion of certain business models that are liable to be gamed or constrained by AI : We’re shifting from a world where data analysis required long cycles (analysts need lots of time to run queries, analyze, and then present findings in a way that people understand) to a new world of real-time optimization and insights (AI will mine