愉悦资本刘二海:智能经济和网络经济有所不同,最核心的还是生产力跃迁
Xin Lang Cai Jing·2026-01-15 10:58

Core Insights - The "2025 Technology Wind List" annual event was held in Beijing, featuring a keynote speech by Liu Erhai, founder and managing partner of Joy Capital, discussing the paradigm shift from automation to autonomy [1][4]. Group 1: Economic Transition - The intelligent economy differs from the previous internet economy, with the core being a leap in productivity [1][4]. - The transition is characterized by a shift from automation to autonomy, and business models are evolving from platforms to bilateral structures, along with the integration of software and hardware [1][4]. Group 2: Development Stages - Liu emphasized that previous advice against focusing on models in favor of applications was incorrect, highlighting the importance of understanding the development stages [1][4]. - The initial phase of development involves creating chips, models, and autonomous driving technologies, which will eventually lead to the native AI and industry penetration, following its own rules [1][4].