吴世春：市面上90%的 AI服务，都是“伪AI”

Core Viewpoint - The AI large model battlefield has concluded with a few winners, specifically Alibaba's Qianwen 3, DeepSeek, ByteDance's Doubao, and Tencent's Yuanbao, which are considered the first tier players [1]. Industry Development - The current stage of AI development is comparable to the mobile internet in 2011, a period ripe for explosive application opportunities, as many significant companies like ByteDance, Didi, and Pinduoduo had not yet been established [2]. - There is a prevalence of "pseudo AI" in the market, indicating that AI has not yet deeply integrated into work and business processes [2][6]. Data as a Resource - The true "gold mine" for AI lies in private data accumulated in specific vertical scenarios, which are often unexploited "dirty data" [7][10]. - Public data that is widely available does not constitute a valuable gold mine, as it is shared among many [11][12]. Company Outlook - Companies that have accumulated unique private data through past work scenarios are viewed favorably, as this data can be used to train small models that enhance customer experience and improve product offerings [13]. - It is estimated that around 90% of AI services in the market are merely "pseudo AI," adding an AI suffix to existing projects without genuine innovation [14].