闫俊杰称,AI 目前还不是一个存量博弈的市场,每年的增量都远远大于存量。此外 AI 也不是一个赢家通吃的市场,只要有自身的创新和独特性,就会有自己的机会。
这也意味着,平台之间的分化将不可避免。具备规模、技术与资本优势的头部平台,或许有空间完成这次转型;而依赖单一抽佣模式、缺乏能力积累的平台,则可能在这一过程中被淘汰。
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“Whereas the job market effects of AI in 2025 were still quite ambiguous, AI capabilities have advanced rapidly in the past few months,” Anton Korinek, an economist who focuses on the economic impact of transformative AI, told Fortune. “This may be the beginning of a new trend where white-collar jobs become threatened more seriously by AI. Once a few companies start the trend, competitive forces may induce others to follow suit.”
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银河通用创始人王鹤更是直言不讳地指出,全球今天真正运行在人类工作场景里的机器人,可能还不到1000台。