对话视达创始人:AI创业找不对场景,就会陷入“死亡螺旋”中
Xin Lang Cai Jing·2025-12-22 07:20

Core Viewpoint - The current stage of AI development is identified as Agentic AI, which represents a significant evolution from previous stages, allowing AI to function as a colleague and partner rather than just a tool [2][15]. Group 1: AI Development Stages - Huang Renxun proposed four stages of AI development: Perception AI, Generative AI, Agentic AI, and Physical AI, with Agentic AI being the stage of true intelligence awakening [2][15]. - The transition from Perception AI to Agentic AI allows AI to independently complete tasks and provide results, significantly enhancing operational efficiency [3][16]. Group 2: AI in Retail - In the retail sector, AI can now manage 800 stores with the efficiency of one supervisor, reducing costs to less than 1/100 of previous levels [2][15]. - The cost of generating analysis reports using AI has decreased significantly, with the price for 1 million tokens being only a few cents to several yuan, allowing for broader management of retail stores [4][17]. Group 3: Business Growth and Strategy - The company has expanded its operations to 30 countries and regions since its inception in 2016, focusing on AI in retail, which was initially overlooked by many [6][19]. - The company is expected to achieve profitability this year, with substantial sales growth, indicating a successful business model [22][24]. Group 4: Market Insights and Challenges - The key to success in the retail AI sector lies in identifying the right market scenarios and maintaining a focus on valuable projects to avoid financial pitfalls [23][24]. - The company has established itself as a member of NVIDIA's partner network, leveraging NVIDIA's edge computing platform for its solutions [21][24].