在科技投资的漫长历史中,我们往往容易陷入一种技术迷恋的误区,认为每一次产业的爆发都源于核心技术的迭代升级。然而,回顾互联网、移动互联网乃至云计算的发展历程,真正的产业拐点,往往不是模型升级,而是平台级生态的诞生。当技术本身逐渐趋于成熟,竞争的重心便会从“谁的技术更强”转移到“谁的生态更广”。当前,人工智能产业正站在这样一个临界点上。当英伟达开始做 AI 智能体平台,这意味着一件事:AI 的竞争,...
Source Link在科技投资的漫长历史中,我们往往容易陷入一种技术迷恋的误区,认为每一次产业的爆发都源于核心技术的迭代升级。然而,回顾互联网、移动互联网乃至云计算的发展历程,真正的产业拐点,往往不是模型升级,而是平台级生态的诞生。当技术本身逐渐趋于成熟,竞争的重心便会从“谁的技术更强”转移到“谁的生态更广”。当前,人工智能产业正站在这样一个临界点上。当英伟达开始做 AI 智能体平台,这意味着一件事:AI 的竞争,...
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