红杉AI峰会六大关键议题解读（2）：AI操作系统崛起，从“被调用”到“主动调度”的范式转变

Group 1: AI Operating Systems Development - The rise of AI operating systems is seen as a crucial turning point in AI application development, marking a shift from "being called" to "active scheduling" [1] - AI is evolving from a traditionally "passively responsive" tool to an "operating brain" capable of autonomously understanding user intentions and executing tasks [2] - The concept of "Agent Inbox" introduces a system where multiple intelligent agents collaborate around user intentions to build an "AI task pipeline" [3] Group 2: Core Competitiveness and Market Implications - The core competitiveness of AI operating systems lies in "task execution ability" rather than the number of model parameters [4] - Future competition will focus on the ability to implement high-frequency task scenarios and build closed-loop execution systems, rather than just having the strongest model [5] - AI operating systems are expected to become next-generation platform opportunities similar to iOS/Android, rapidly replicating across various vertical industries [6] Group 3: Industry Applications and Risks - AI operating systems are infiltrating various industries, including automotive, finance, education, and government services, becoming a new generation of intelligent infrastructure [11] - The real competition is about building an execution system with a "full-process intelligent closed loop" rather than just appealing applications [11] - Risks include lower-than-expected AI demand, geopolitical tensions disrupting supply chains, and a slowdown in AI data center construction [13]