陈天桥最新撰文：系统的融化——从 AI 赋能到 AI 原生

Core Viewpoint - The article presents a forward-looking perspective on the evolution of AI, proposing three stages: AI Enable, AI Native, and AI Awaken, emphasizing the need for a fundamental rethinking of business systems rather than merely enhancing existing processes with AI [2][3]. Group 1: AI Enable Stage - Most companies are currently in the AI Enable stage, where the logic is to add AI as a plugin to existing processes, resulting in a superficial transformation [4]. - In this stage, the power structure remains unchanged, with humans acting as the central processing unit (CPU) and AI serving as a more powerful external graphics processing unit (GPU) [5]. - The transition from additive to multiplicative logic requires overcoming three technical thresholds: moving from probability fitting to logical reasoning, from text dialogue to tool action, and from statelessness to long-term memory [5][6][7]. Group 2: AI Native Stage - The AI Native stage represents a shift where AI becomes the CPU, and humans focus on strategy and exception management, fundamentally redesigning processes and organizations for AI from the ground up [8]. - Companies must assess their status in this stage by asking critical questions about their dependency on AI for business existence, the flow of operations, and the transformation of data into experiential knowledge [9][10]. Group 3: AI Awaken Stage - The AI Awaken stage raises profound questions about the definition of work and the role of AI as it evolves from an executor to a discoverer, challenging human understanding and decision-making [11][12]. - This stage signifies a potential shift in power dynamics, where humans may relinquish not only execution rights but also the authority to define what is considered "work" [13][14].