单任务成本约0.2美元 智谱要用云端Agent抢市场

Group 1 - The core viewpoint of the article is that the startup company Zhipu has upgraded its Agent product AutoGLM to version 2.0, enabling cloud-based execution of tasks without occupying local device resources [2] - Zhipu's Agent iterations have evolved since last October, with the initial version capable of performing tasks like WeChat likes and Taobao shopping, and the latest version expanding its capabilities to include applications like Meituan, JD.com, Xiaohongshu, and Douyin [2][3] - The technical approach of Zhipu emphasizes "model as Agent," where a significant portion of the Agent's capabilities is absorbed through end-to-end reinforcement learning, contrasting with previous reliance on human expert trajectories [3] Group 2 - The cost of executing a single task with Zhipu's AutoGLM is approximately $0.2, with expectations for further cost reduction as scale and commercialization progress [5] - In the consumer market, the pricing for single tasks in China ranges from 0.008 to 0.04 RMB, while overseas pricing typically falls between $0.5 and $2 [5] - The B-end market for overseas Agents is at a structural inflection point, with simultaneous ecological layout and technological evolution opening up vast market opportunities [5]