硅基流动杨攀：2026 年最大的创业机会，是给 Agent「造基建」

Core Insights - The article emphasizes the transformative impact of AI on productivity and the necessity to adapt to the evolving landscape of AI applications, particularly focusing on the concept of "AI Native" applications that rely on token consumption as a core metric for evaluation [6][11][12]. Group 1: AI Native Applications - True AI Native applications are defined as those that solve core problems through token consumption, with the degree of token dependency indicating the purity of the application [11]. - The expectation for token consumption growth in 2026 is projected to be as high as 100 times, driven by increasing demand and resource scarcity in the market [12]. Group 2: Efficiency in Organizations vs. Individuals - AI's efficiency gains at the organizational level are significantly lower than those at the individual level, primarily due to collaboration bottlenecks within organizations [14][15]. - Historical software development methodologies have not yet adapted to the unique characteristics of AI, which presents challenges in maximizing AI's potential in organizational settings [15]. Group 3: Infrastructure for Agents - The focus should shift from developing software for humans to building infrastructure for AI agents, as agents are increasingly capable of performing tasks autonomously [21][22]. - The potential for market growth is substantial, as each individual could manage multiple agents that operate at a frequency far exceeding human interaction with technology [22]. Group 4: AI as Labor, Not Tools - A paradigm shift is necessary to view AI as labor rather than merely a tool, which can execute tasks and deliver results [23]. - The ability to manage AI resources effectively will differentiate leaders in the AI era, with significant disparities in token consumption capabilities among individuals [25]. Group 5: Importance of Brand and Channels - In a future where productivity is abundant, having a strong brand, traffic, and distribution channels will be crucial for visibility and success, as the volume of content produced will increase exponentially [26]. - The emphasis on delivering results rather than merely providing tools reflects the growing complexity of tasks and the need for specialized services [28]. Group 6: Becoming Builders in the AI Era - The ability to discern quality in a saturated market is essential, highlighting the importance of taste as a filtering mechanism for identifying valuable products [29]. - The article encourages a focus on meaningful outcomes from AI utilization, advocating for a balance between detail-oriented work and practical application [31][35].