人工智能的竞争优势：走向情境人工智能理论（英）

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The report introduces the concept of situated AI, emphasizing its role in establishing AI-driven competitive advantages for firms. It highlights the organizational activities of grounding, bounding, and recasting as essential for situating AI effectively within a firm's unique context [4][6][34]. Summary by Sections Theoretical Perspectives - The report is grounded in resource-based and knowledge-based views, focusing on how firms can leverage AI to create unique value and competitive advantages [4]. Conceptual Background - AI is seen as a transformative technology that can enhance productivity and lead to new product innovations. However, firms face challenges in realizing these benefits due to AI's generic nature, explicit knowledge form, and myopic tendencies [5][12][13]. Strategic Limitations of AI - The report identifies three strategic limitations of AI: its generic nature, which makes it replicable by competitors; its explicit knowledge form, which is easily transferable; and its myopic nature, which limits contextual awareness [13][14][16][17]. Theory of Situated AI - The theory of situated AI posits that firms can overcome AI's limitations by embedding AI within their organizational capabilities through grounding, bounding, and recasting activities [22][26][34]. Situating AI Activities - Grounding: Involves strategically providing AI with historical data and experiences to shape its learning and decision-making processes, thus enhancing its alignment with the firm's unique context [36][40]. - Bounding: Refers to efforts to shape the competitive landscape by protecting AI-driven capabilities through data encryption, confidentiality agreements, and strategic partnerships [43][44]. - Recasting: Involves adapting internal technologies and routines to better integrate AI into the firm's operational framework, ensuring that AI aligns with the firm's strategic goals [47][48]. Environmental Dynamics - The report discusses how environmental dynamism influences the effectiveness of AI-driven capabilities, suggesting that firms must remain adaptable to capture emerging opportunities [29].