线性资本王淮的逆时代选择丨入局
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线性资本王淮的逆时代选择丨入局
Moving from discovery to implementation reduces one of China’s greatest weak points (outside-the-box approaches to research questions) and also leverages the country’s most significant strength: scrappy entrepreneurs with sharp instincts for building robust businesses. The transition from expertise to data has a similar benefit, downplaying the imp
... See moreKai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
They’re using billions of dollars in cash and dizzying stockpiles of data to gobble up available AI talent. They’re also working to construct the “power grids” for the AI age: privately controlled computing networks that distribute machine learning across the economy, with the corporate giants acting as “utilities.” It’s a worrisome phenomenon for
... See moreKai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
The plan has also shifted incentives for policy innovation around AI. Ambitious mayors across China are scrambling to turn their cities into showcases for new AI applications. They’re plotting driverless trucking routes, installing facial recognition systems on public transportation, and hooking traffic grids into “city brains” that optimize flows.
Kai-Fu Lee • AI Superpowers: China, Silicon Valley, and the New World Order
With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:
- Cloud companies targeted the software profit pool. AI companies target the services profit pool.
- Cloud compa
