中国AI的商业模式，“错位”了吗？

Core Viewpoint - The article argues that China's artificial intelligence (AI) development is misaligned with user needs and market demands, leading to ineffective applications and business models [6][11]. Group 1: AI Applications and User Needs - Various AI applications have been developed based on foundational large models, including information retrieval, research and development, office tasks, and multimedia generation [3]. - The AI technology is designed to cater to a user base with a low average education level, providing automated integration, summarization, and structured output of knowledge and information [4]. - There is a perception that AI applications in document generation, Excel data analysis, and machine translation are not meeting the expectations of professional users, who often do not pay for these services [6][12]. Group 2: Market Dynamics and Business Models - The article highlights a shift in user demand from entertainment to enterprise services, suggesting that AI should focus on sectors like education, healthcare, and beauty [8][10]. - The pricing strategies in the Chinese AI market have been aggressive, with companies like DeepSeek significantly lowering prices and offering free access to the latest models, which undermines the perceived value of software [12]. - The article notes that while OpenAI has established a mature business model in the U.S., similar models are lacking in China, where major internet companies have struggled to find a viable commercial path for AI [13].