对话S4 Capital创始人苏铭天：AI规模化应用，难点不在于技术本身

Core Insights - The 2026 World Economic Forum highlights geopolitical tensions and technological changes as the two main focal points impacting the global economy [1][9] - The latest Global Risk Report indicates that "geoeconomic confrontation" has become the primary global risk for 2026, rising significantly in ranking by 8 positions compared to previous years [1][9] - Concerns regarding artificial intelligence (AI) have escalated, with the risk of "negative impacts from AI technology" climbing from 30th to 5th place in long-term risk rankings [1][9] Geopolitical Factors - Geopolitical issues are reshaping business decision-making, with a shift in focus from Venezuela to Greenland [4][11] - The world is perceived as entering a "G2 world," with a power shift towards China, which is recognized as the second strongest country and is on the path to becoming the strongest [4][11] - Geopolitical challenges are altering the commercial landscape, prompting companies to adapt by exploring markets in South America, Africa, the Middle East, Asia-Pacific, and Europe [4][11] Technological Changes - AI's impact on the advertising and marketing industry is still in its early stages, with the main challenge being change management rather than technology itself [5][12] - Large-scale application of AI is expected to occur first in industries facing survival pressures, such as traditional automotive and banking sectors [6][12] - The widespread adoption of AI will likely accelerate only when economic pressures increase, such as post-U.S. midterm elections or during a global economic downturn [6][12] Marketing Strategies for Chinese Companies - Chinese companies are advised to shift their perspective on marketing from a cost to an investment mindset [14] - While scoring high in product functionality and design (9-10), Chinese companies score lower in marketing capabilities (5-6) [14] - To succeed in global markets, Chinese firms must actively invest in marketing and brand building, moving beyond a cost-driven approach [14][15] - Three recommendations for Chinese companies include maintaining flexibility, increasing investment in marketing and brand development, and leveraging first-party consumer data [14][15]