Altman描绘AI十年路线图："智能即电力"，任何软件秒生，10人公司也能年入10亿

Core Insights - Altman predicts that by 2035, the cost of AI will converge with electricity costs, making computing power and energy the core of value [1][12] - AI will be capable of performing nearly all intellectual tasks, but professions requiring deep emotional connections, such as teaching and nursing, will become more valuable [1][7] - Investors are advised to focus on new business models enabled by AGI rather than seeking the next AI research lab [4][9] Industry Transformation - Traditional software business models are facing unprecedented challenges as users will be able to generate custom software instantly through simple descriptions, reducing the need for off-the-shelf SaaS products [4][5] - The speed of new company growth will reach unprecedented levels, with the survival of existing companies depending on their adaptability [5] - The transformation is driven by three pillars: better algorithms, greater computing power, and more data [6] Human Value in the AI Era - Professions that require emotional connection and empathy will become increasingly precious, as AI can perform many tasks but lacks human emotional depth [7] - The societal shift will allow individuals to spend more time on family responsibilities as AI takes over more intellectual work [7] Evolution of ChatGPT - ChatGPT is evolving from a chat tool to an "intelligent operating system" that understands users and connects various services [8] - With its current growth trajectory, ChatGPT is positioned to become the largest website globally, providing a solid foundation for its evolution [8] Investment Paradigm Shift - Investment logic must fundamentally adjust in the AI-driven era, focusing on new business models arising from AGI technology rather than replicating past successes [9][10] - The emergence of nearly free AGI will create vast new opportunities, prompting investors to pursue future potential rather than past effective models [10] Global Accessibility and New Scarcity - AI is expected to drive significant deflationary effects, promoting global accessibility to quality healthcare, education, and free software creation [11] - As intelligence becomes abundant, the underlying infrastructure—computing power and energy—will become the new core of value, with computing power potentially becoming a scarce resource [11][12]