AI Agent是2025年最大风口还是泡沫？

Core Insights - OpenAI has launched ChatGPT Agent, a versatile AI agent that signifies a shift towards the "model as agent" concept, which is gaining traction among major AI companies [1][2] - The "model as agent" paradigm suggests that large models will evolve from being mere assistants to proactive agents capable of executing tasks independently [2][7] - The competitive landscape for AI agents is changing, with various companies introducing their own models and features to enhance agent capabilities [11][12] Group 1: "Model as Agent" Concept - The "model as agent" concept represents a fundamental shift in AI understanding, moving from a tool-based approach to a collaborative partner mindset [8] - ChatGPT Agent exemplifies this shift by integrating all skills and task executions within a single model, allowing users to observe the AI's operations in real-time [2][10] - The transition to "model as agent" is seen as a pathway to achieving Artificial General Intelligence (AGI) [1][2] Group 2: Competitive Landscape - The AI market has seen significant changes since 2025, with new entrants like DeepSeek offering low-cost, high-performance models [11][12] - Companies such as xAI and Anthropic are competing with their models, like Grok 4 and Claude 4, which set new standards in programming and agent capabilities [3][6] - The "six small tigers" of AI, including companies like MiniMax and Kimi, have experienced varying degrees of market performance and funding challenges [12] Group 3: Industry Trends and Future Directions - The industry consensus is that the application of general AI agents is still in its early stages, focusing on business scenario exploration and technical validation [10] - Multi-agent collaboration models are gaining attention as a way to diversify task handling, with companies like Manus showcasing practical use cases [9][10] - The future of AI agents will likely involve a balance between technology and cost, with a focus on solving core business problems [10][15]