经纬创投合伙人王华东：AI Agent创业，要避开大模型能力迭代主赛道

Group 1 - The core viewpoint emphasizes that startups in the Agent field should avoid competing directly with major model capabilities, as they risk being outpaced by upgrades from larger model companies [1] - It is important for companies to clearly define the domain of their Agent and the tasks it can solve, as initial market significance may appear small but can expand exponentially if the product is executed well, creating barriers to entry and enhancing competitive advantages [3] - AI Coding is identified as a critical capability within the main track of model iteration, where companies developing general-purpose Coding Agents are significantly impacted by the advancements of mainstream large models [3] Group 2 - The competitive landscape in the AI coding field is described as relentless, with no company being secure, as evidenced by the rapid growth of products like Claude code and OpenAI context, highlighting the necessity for continuous improvement in capabilities [4]