畅想2026：第一部分

Infrastructure - The chaos of unstructured, multimodal data is a significant bottleneck for companies, with 80% of enterprise knowledge residing in unstructured formats, leading to a decline in data real-time, structuredness, and authenticity [2] - AI will automate much of the repetitive work in cybersecurity, addressing the recruitment challenges faced by Chief Information Security Officers (CISOs) as the number of cybersecurity job vacancies has increased from under 1 million to 3 million from 2013 to 2021 [3] - The rise of "agent-native" infrastructure will be crucial as businesses transition from human-speed traffic to agent-speed loads, necessitating a redesign of backend systems to accommodate rapid, recursive tasks [4][5] Growth - By 2026, traditional record systems will lose their core status as AI shortens the distance between intent and execution, transforming ITSM and CRM systems into autonomous workflow engines [9] - Vertical AI is evolving from information retrieval to a "multi-party collaboration" model, with companies in sectors like healthcare and finance rapidly increasing their annual recurring revenue (ARR) to over $100 million [10][11] Bio + Health - A new customer segment termed "Healthy Monthly Active Users" (MAUs) will emerge, focusing on regular health monitoring rather than reactive treatment, representing a significant market opportunity [15][16] Speedrun - AI-driven world models will revolutionize storytelling through interactive virtual environments, merging gaming mechanics with natural language programming, leading to the creation of a "generative multiverse" [17] - The trend towards personalized products will become prominent, with AI tailoring educational experiences and health plans to individual needs, marking a shift from mass production to customization [18][19] Education - The first AI-native university is anticipated to emerge, designed to adapt in real-time based on data feedback, with a focus on producing graduates skilled in collaborating with AI systems [20][21][22]