大模型会“吃掉”所有软件？韩歆毅、张雷、朱啸虎这样回答

Core Viewpoint - The discussion highlights the transformative impact of AI on user entry points, business models, and industry division, with insights from leaders in application, hardware, and investment sectors [1]. Group 1: AI's Impact on Software and User Retention - Investment expert Zhu Xiaohu believes that low-code and no-code software will be replaced by AI, particularly in editing and collaboration tools, leading to a significant decrease in user demand, potentially by 10% [2]. - Zhu emphasizes that user retention is the key metric for AI products, noting that the cost of user recall for AI products could be over ten times that of mobile internet products [2]. - Ant Group's CEO Han Xinyi argues that specialized AI applications in healthcare cannot be replaced by general models, as they address essential individual needs and can provide personalized services [2]. Group 2: AI as an Assistant in Healthcare - Han Xinyi states that AI cannot replace doctors in the short term and should function as an assistant, allowing doctors to focus on research and complex cases [3]. - The integration of AI into hardware is also significant, with Xiaomi's VP Zhang Lei highlighting the potential of AI glasses to create new interaction paradigms, noting that the usage frequency of AI glasses is already 6 to 7 times that of smartphones [3]. Group 3: Future Opportunities in AI - Zhu Xiaohu predicts a significant explosion of AI applications in the coming year, encouraging young entrepreneurs to explore opportunities in the field [4]. - He notes that while American AI startups focus on B2B, Chinese companies excel in C2C applications, suggesting that the differentiation lies outside of AI itself [4]. - Han Xinyi emphasizes the importance of focusing on high-quality data, professional capabilities, and ethical considerations in the healthcare AI sector rather than immediate commercialization [4]. Group 4: Human-Centric Approach to AI - Zhu Xiaohu asserts that all entrepreneurial efforts must return to human needs, which remain constant over time, with AI enhancing user experience and product forms [5].