a16z 年度预测：2026 年，AI 创业的新机会都在垂直行业，AI 产品会走向定制化

Core Insights - The article discusses the predictions for the AI industry in 2026, highlighting that AI will evolve from merely an efficiency tool to a transformative force across various sectors, including industrial manufacturing, enterprise software, and personal experiences [3]. Group 1: Infrastructure and Data Management - "Agent Native" infrastructure will become essential, focusing on the handling of unstructured and multimodal data, which presents significant entrepreneurial opportunities [6][8]. - Companies face challenges with data entropy, as 80% of internal knowledge exists in unstructured formats, leading to inefficiencies in AI applications [7][9]. - The future infrastructure must adapt to handle massive concurrent requests from AI agents, requiring a redesign of control systems to manage complex task coordination [11][12]. Group 2: Consumer AI Products - The focus of consumer AI products will shift from "help me" to "see me," emphasizing deeper user understanding and connection rather than just task completion [19]. - AI will enhance user retention by creating products that resonate with users on a personal level, leading to stronger engagement [19][20]. Group 3: Vertical Industry Opportunities - The majority of AI market opportunities will lie outside Silicon Valley, particularly in traditional vertical industries such as manufacturing and logistics [31]. - AI applications in vertical sectors will evolve from information processing to collaborative models, enhancing efficiency and decision-making [32]. Group 4: Financial and Healthcare Innovations - Financial institutions will face pressure to upgrade their systems to AI-native infrastructures, which will significantly enhance operational efficiency and data integration [35]. - A new consumer segment, "Healthy MAUs," will emerge in healthcare, focusing on proactive health monitoring and personalized services [36]. Group 5: New Business Models and Educational Institutions - AI will shift business models from cost reduction to revenue enhancement, with companies leveraging AI to optimize decision-making and improve client outcomes [23]. - The first AI-native university is expected to emerge, focusing on real-time learning and adaptive systems, preparing graduates for a workforce increasingly integrated with AI [53][56]. Group 6: Future of Interaction and Content Creation - The interaction with AI will evolve to a "no prompt box" model, where AI proactively assists users based on observed behavior rather than requiring explicit commands [27]. - Video content will transform into immersive environments, allowing users to engage interactively rather than passively [44][46]. Group 7: Automation and Workflow Optimization - AI will automate repetitive tasks in cybersecurity, allowing professionals to focus on higher-value activities [41]. - The simplification and parallelization of workflows will enable employees to manage multiple tasks seamlessly, enhancing overall productivity [39].