全球超一半风投涌向AI！启明创投发布2025年AI十大展望

Core Insights - AI startups attracted 53% of global venture capital funds in the first half of 2025, indicating a significant investment trend in the AI sector [1] - The emergence of general video models is expected within 12-24 months, which will revolutionize video content generation and interaction [1][4] - The AI BPO model is projected to achieve commercialization breakthroughs in the next 12-24 months, shifting from "delivery tools" to "delivery results" [6] Investment Trends - The rapid growth of token consumption by leading models in the US and China, with Google and Doubao experiencing increases of 48 times and 137 times respectively, highlights the dual drivers of model capability enhancement and new application emergence [4] - The AI investment landscape is evolving, with a focus on vertical applications where startups leverage industry knowledge to differentiate themselves from larger companies [5] Technological Advancements - The development of AI agents is anticipated to transition from "tool assistance" to "task undertaking," with the first true "AI employees" expected to participate in core business processes [4] - AI infrastructure is set to see advancements in GPU production and new AI cloud chips, which will enhance performance and reduce costs [6] Market Applications - AI applications are increasingly embedded in daily life, with healing and companionship becoming significant use cases by 2025 [5] - The shift in AI interaction paradigms is expected to accelerate, reducing reliance on traditional devices and promoting the rise of AI-native super applications [6]