“AI过时了，现在都在投Agent”

Core Viewpoint - The article discusses the emergence of the "Agent" technology as a significant trend in the AI sector, highlighting its potential to become the next "super APP" by 2025, driven by technological advancements and market demand [2][17]. Group 1: Technological Advancements - In 2025, Agent technology is expected to achieve significant progress, with companies like OpenAI, Cursor, and Manus making breakthroughs through Reinforcement Learning Fine-Tuning (RFT) and environmental understanding [2][7]. - The evolution from programming agents to general-purpose agents and the potential of vertical products like Vantel and Gamma demonstrate the expanding capabilities of Agent technology [2][7]. - Specific applications, such as Sweet Spot for grant applications and Gamma for AI-assisted PPT creation, showcase the enhanced functionality and user experience of Agent products [7][8]. Group 2: Market Potential and Commercialization - 2025 is viewed as the year of commercialization for Agent AI, with applications expanding across various sectors, including office and vertical agents [5][8]. - The financing landscape for AI Agents has been robust, with over 66.5 billion RMB raised in 2024, and significant investments in areas like autonomous driving and humanoid robots [5][10]. - Investment strategies focus on the practical implementation of technology and market feedback, with a strong emphasis on the commercial viability of vertical applications [5][10]. Group 3: Industry Trends and Policy Support - The development of the Agent sector is bolstered by favorable national policies, technological advancements, and increasing market demand, leading to a growing market size and diverse product needs [9][10]. - The enthusiasm from investment institutions has surged, with a notable increase in project activity and a shift towards early-stage investments in AI applications [9][10]. - Major companies in the Agent space have attracted significant funding, such as OpenAI's acquisition of Windsurf for $3 billion and Cursor's $900 million funding round [10]. Group 4: Future Outlook - The Agent sector is poised for historic growth in 2025, benefiting from the release of large model technology and a decrease in AI inference costs [6][9]. - The integration of Agents into various industries, including power, finance, and manufacturing, is already underway, indicating a trend towards normalization of Agent applications [6][8]. - The potential for Agents to evolve into super applications hinges on their ability to solve specific problems and integrate seamlessly with existing software ecosystems [18][19].