陈天桥发文：当管理退出 认知升起，KPI崩塌了！

Core Viewpoint - The article discusses the transformative impact of artificial intelligence (AI) on management practices, suggesting a shift from human-led management to AI-driven organizational structures [3][4]. Group 1: New Cognitive Paradigm - The emergence of AI agents with advanced cognitive abilities will disrupt the traditional management framework based on human biological limitations [4][5]. - Companies need to transition from a "human-centric" management paradigm to an "AI-native" cognitive paradigm, fundamentally reshaping their organizational DNA [5][6]. Group 2: Collapse of Traditional Systems - Traditional management systems, which were designed to compensate for human cognitive limitations, are becoming obsolete as AI agents take over execution roles [5][7]. - Key Performance Indicators (KPIs) are becoming less relevant, as AI agents can navigate complex problem spaces without rigid constraints [7][8]. - The supervisory mechanisms that were once necessary for human oversight are now redundant, as AI agents can understand and execute tasks autonomously [7][8]. Group 3: Definition of AI-native Enterprises - AI-native enterprises require a new operational framework focused on cognitive evolution rather than resource management [7]. - The five aspects defining an AI-native enterprise include: 1. Architecture as intelligence, shifting focus from risk management to maximizing data throughput and intelligent emergence [7]. 2. Growth as compounding, where valuation is based on the speed of cognitive structure compounding rather than headcount [7]. 3. Memory as evolution, necessitating a long-term memory hub that continuously updates organizational knowledge [7]. 4. Execution as training, where all departments function as model training units, updating the internal world model with each interaction [7]. 5. Humans as meaning-makers, transitioning from being mere resources to becoming curators of intent and cognitive architects [7]. Group 4: Industry Trends - The article highlights a broader trend where AI is reshaping organizational structures, reducing the demand for generalist analysts while increasing the need for mid-career professionals with specialized knowledge [8]. - Companies are adopting a "box model" structure, where the number of senior and junior employees is becoming more balanced, emphasizing the role of experienced professionals over entry-level analysts [8].