Core Insights - The discussion at the 2025 Inclusion Bund Conference focused on how AI will reshape user entry points, business models, and industry divisions, with insights from leaders in application, hardware, and investment sectors [1] Group 1: AI Applications and Market Dynamics - The rise of large models has sparked competition over user entry points, with predictions that low-code and no-code software will be replaced by AI, particularly in editing and collaboration tools, potentially reducing user numbers by 10% [3] - User retention is the primary metric for investors in AI products, with the cost of user recall in AI potentially exceeding that of mobile internet products by over ten times [4] - Specialized AI applications in sectors like healthcare cannot be fully replaced by general models, as they address essential individual needs and can provide personalized services, with the goal of AI in healthcare being to assist doctors rather than replace them [4] Group 2: Hardware Innovations and User Interaction - AI is transforming hardware, with products like AI phones, glasses, and robots emerging, and the future opportunities will depend on the stickiness of these AI-enhanced hardware scenarios [4] - AI glasses are changing interaction logic from passive to active, with usage frequency of voice commands on AI glasses being 6 to 7 times higher than on mobile phones [5] Group 3: Entrepreneurial Opportunities and Market Trends - The AI sector is expected to see a significant explosion in applications next year, with new entrepreneurial opportunities emerging, particularly in the C-end market in China [6][7] - Successful AI companies in the US often focus on B-end applications, while Chinese companies excel in C-end, indicating a difference in user experience strategies [7] - In specialized service areas, there remains substantial room for entrepreneurial exploration, with a focus on high-quality data, professional capabilities, and ethical considerations being crucial for future developments [7][8]
金沙江创投朱啸虎：AI应用明年会迎来大爆发
Guo Ji Jin Rong Bao·2025-09-11 11:37