2026产业预判：AI智能体接管互联网，认知差异将重塑贫富格局

Core Insights - The report from Andreessen Horowitz (a16z) signals a significant shift in the internet landscape, indicating that the foundational elements built over the past fifteen years are collapsing as AI agents replace human users [1][2] - The transition to AI-driven interactions will lead to a "recursive storm" in infrastructure, fundamentally altering the way businesses operate and compete [1][3] Infrastructure Crisis - The internet infrastructure was originally designed for human users, characterized by low concurrency and predictable behavior, but this assumption will be overturned by 2026 [2] - The emergence of Agentic Architecture will replace existing backend logic, as AI agents will execute thousands of tasks in milliseconds, resembling a DDoS attack rather than typical user traffic [3] Business Logic Transformation - The traditional attention economy, which focused on screen time and user engagement, is becoming obsolete as AI can complete tasks without human interaction [6] - Future monetization models will shift from "per user" to "per outcome," with a focus on ROI rather than user engagement metrics [6][7] - SEO will be replaced by GEO (Generative Engine Optimization), emphasizing machine readability over human-centric design [7] SaaS Evolution - A future "multi-agent collaboration network" in the B2B sector will enable various AI agents to negotiate and process information autonomously, creating a new competitive landscape for SaaS companies [9] - The core competency for SaaS firms will shift from feature accumulation to ecosystem connectivity [9] Experience and Service Enhancement - The concept of "world models" will transform media from passive consumption to interactive environments, leading to highly customized service models across various sectors [9] Educational and Healthcare Innovations - The emergence of "AI-native universities" will allow for real-time updates to curricula based on the latest research and student feedback, enabling personalized education [12] - Healthcare will transition from low-frequency, high-cost treatments to high-frequency, subscription-based preventive care, creating a new demographic of "health MAUs" [12]