国内AI和AI应用的真问题

Core Viewpoint - The main issue in the domestic AI landscape is the lack of application, leading to a fragmented ecosystem that hinders development [1][6][51]. Group 1: Ecosystem and Integration - The concept of a "broken chain" in AI refers to the disconnection between computational power, models, and end-user applications [2][6]. - In contrast, the overseas AI ecosystem has developed a positive feedback loop, where companies like NVIDIA provide GPUs, model companies offer infrastructure, and application companies deliver integrated AI solutions, resulting in efficiency gains for B-end companies [4][5]. - The absence of a robust SaaS market in China limits the ability to create integrated AI applications, making it difficult to generate immediate commercial value [12][11]. Group 2: Challenges in AI Application - Domestic AI applications face significant challenges as they must skip a relatively easier phase and directly integrate complex business processes [8][16]. - The complexity of business processes requires a deep understanding of both AI and the specific business domain to achieve effective integration [34][50]. - The current state of AI tools may be sufficient for many scenarios, but the challenge lies in providing comprehensive services that address the underlying complexities of business operations [9][31]. Group 3: Future of SaaS and AI - The traditional SaaS model is likely to become obsolete as AI technologies evolve, leading to a shift in how businesses operate and create value [13][14]. - Companies must now confront the reality that they need to develop more complex products than existing solutions, which may not be feasible for many [32][50]. - The transition to AI-driven business models necessitates a new skill set that combines knowledge of AI, business processes, and system architecture [46][48]. Group 4: Long-term Implications - The sustainability of AI development in China is contingent upon establishing a genuine application ecosystem, as evidenced by over a decade of experience [51][52]. - The competition between China and the U.S. in AI will likely be a long-term struggle, heavily influenced by the health of the respective ecosystems [52][53].