「 技术狂奔的车轮下，藏着中国AI创新生态最真实的命题。」 作者 | 陶天宇、郭虹妘 编辑 | 陶天宇 来源 | 钛媒体创投家 图片｜AI生成 AI一日，人间一年。 大语言模型的战局刚刚尘埃落定，Agent的热潮又汹涌而至。 当推理成本大幅下降，曾经高不可攀的技术门槛正在迅速瓦解，所有对AI有所希冀的人们，又仿佛被拉回了同一条起跑线。 创业者们闻风而动，带着各自的创意和野心涌入这片蓝海，试图在新一轮AI浪潮中抢占先机。而技术狂奔的车轮下，却藏着中国AI创新生态最真实、最 令人忧虑的生存命题。 钛媒体创投家历时一个月，分别与12位独立开发者、5位AI社群主理人、7位一线投资人进行了面对面的深谈，整理出接下来的文字。 这些声音拼出了中国 AI 创业者最真实的现状——不像发布会那样闪耀，却足够真实。 付费习惯 凡谈及国内AI生态的弊端，第一话题必定是付费习惯，这已经成为行业共识。 但付费习惯到底有多差？我们综合整理了一些报告和新闻报道中的数据，与北美市场相比，其C端付费率比国内市场高出了3-4倍，头部AI企业的ARR更 是相差了5-100倍，B端年平均采购预算也相差近10倍。 | 付费习惯指标 | 中国情况 | 美 ...

AI一日，人间一年。 大语言模型的战局刚刚尘埃落定，Agent的热潮又汹涌而至。 当推理成本大幅下降，曾经高不可攀的技术门槛正在迅速瓦解，所有对AI有所希冀的人们，又仿佛被 拉回了同一条起跑线。 创业者们闻风而动，带着各自的创意和野心涌入这片蓝海，试图在新一轮AI浪潮中抢占先机。而技术 狂奔的车轮下，却藏着中国AI创新生态最真实、最令人忧虑的生存命题。 钛媒体创投家历时一个月，分别与12位独立开发者、5位AI社群主理人、7位一线投资人进行了面对面 的深谈，整理出接下来的文字。 这些声音拼出了中国 AI 创业者最真实的现状——不像发布会那样闪耀，却足够真实。 付费习惯 凡谈及国内AI生态的弊端，第一话题必定是付费习惯，这已经成为行业共识。 但付费习惯到底有多差？我们综合整理了一些报告和新闻报道中的数据，与北美市场相比，其C端付费 率比国内市场高出了3-4倍，头部AI企业的ARR更是相差了5-100倍，B端年平均采购预算也相差近10 倍。 | 付费习惯指标 | 中国情况 | 美国情况 | 差距倍数 | | --- | --- | --- | --- | | C 端付费率 | 3%-13% | 15%-40% | ...

本文来自微信公众号：投资界 （ID：pedaily2012），作者：吴琼，题图来自：视觉中国 这是一个投资人不愿看到的骗局。 故事主角是一家知名AI创业公司11x.ai（简称11x）。早在2022年，年仅24岁的Hasan Sukkar创办11x，凭 借着推出AI员工声名鹊起，迅速获得a16z、Benchmark等知名风投超5亿元的融资。 然而，造假风波上演。知名科技媒体TechCrunch爆料，"11x一直在宣传它所没有的客户"。简单说，11x 通过宣传虚假客户、创新ARR计算方式等途径，营造业务繁荣的假象。实际上，不少试用客户反馈产 品不尽人意，短暂试用后选择终止合同。 AI热潮下，11x进展迅速。很快公司推出名为Alice的AI员工，名声大噪。11x宣称，Alice是"全球首位数 字工作者"，聚焦在销售领域。相比于传统的自动化工具，Alice可以自主运行，管理从识别潜在客户到 安排会议的整个外呼销售流程，无需人工干预。 理论上，这将是人类员工无法竞争的对手。毕竟Alice采集了数万亿字节的数据和超过5亿条线索，从而 在线索中整理出最具价值的潜在客户名单。"她"无所不知、学习速度快，更关键的是能做到永不停 ...

Core Viewpoint - The trend of university students dropping out to pursue entrepreneurship, particularly in the AI sector, is gaining momentum as young individuals seek to capitalize on emerging opportunities in the market [2][3][4][6][12]. Group 1: Student Experiences and Decisions - Ab, a student from Peking University, decided to drop out to focus on entrepreneurship after successfully securing a million-dollar order and funding for an AI project [2]. - Liu Dezhe, a student from the University of Auckland, made a quick decision to drop out after recognizing the rapid development of the AI industry in China, believing that early entry would lower barriers to entry [3]. - Guo Zhonghao, a second-year graduate student at Tsinghua University, became the CEO of an AI technology company after dropping out, achieving a valuation of several million after two rounds of financing [4][5]. Group 2: Trends in Higher Education - The increasing number of students choosing to drop out or take leave for entrepreneurship is becoming a noticeable trend, even in prestigious institutions like Tsinghua and Peking University [5][6]. - A non-profit organization focused on early-stage student entrepreneurship reported that one-third of the young CEOs they incubate are either current students, on leave, or dropouts [5]. Group 3: Perspectives on Education and Entrepreneurship - Many students weigh the importance of their degrees against their entrepreneurial ambitions, with some believing that the experience gained during university is more valuable than the degree itself [10][11]. - The disconnect between academic education and practical entrepreneurial skills is highlighted, with some students feeling that university does not adequately prepare them for the realities of starting a business [11][20]. Group 4: Challenges Faced by Young Entrepreneurs - Young entrepreneurs often face difficulties in transitioning from academic life to managing a business, including issues with team management and operational efficiency [19]. - The lack of formal work experience poses challenges for these young CEOs, who must quickly adapt to the complexities of running a business [19][21]. Group 5: Market Perception and Opportunities - There is a perception among investors that dropouts from prestigious universities may be more appealing due to their willingness to take risks and challenge conventional paths [14]. - Young entrepreneurs are increasingly leveraging their unique experiences and insights gained from their educational journeys to navigate the competitive landscape of the AI industry [12][14].

YC 创始人 Paul Graham 的《Startups in 13 Sentences》广为人知，基本是创业必读的文章了。 「创业公司的成败，几乎完全取决于创始人团队。」 「在推出产品后，才算真正开始投入工作。推出产品能让你明白应该做什么。在这之前，都是在浪费时 间。」 「理解用户，才是核心。创业的本质是『创造价值』：你最能掌控的价值维度，是产品对用户生活的改 善程度。其中最难的是知道该为用户做什么。一旦明确了方向，把产品做出来只是单纯的努力问题，而 大多数优秀的开发者都能做到。」 虽然发表在 2009 年，但在当下，其核心观点依旧不过时，是 founder 们可以每年拿出来重读的一篇。 两位创业者 Chris Saad、Yaniv Bernstein 通过对谈的形式，结合创业经验和当下的创业环境，逐条剖析 了 Paul Graham 的 13 条创业原则。 「成功的 Startup，本质上其实是一场反直觉的探索。」 超 12000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 《Startups in 13 Sent ...

Core Viewpoint - The belief among many AI entrepreneurs that model costs will decrease significantly is challenged by the reality that only older models see such reductions, while the best models maintain stable costs, impacting business models in the AI sector [6][20]. Group 1: Cost Dynamics - The cost of models like GPT-3.5 has decreased to one-tenth of its previous price, yet profit margins have worsened, indicating a disconnect between cost reduction and market demand for the best models [14][20]. - Market demand consistently shifts to the latest state-of-the-art models, leading to a scenario where older, cheaper models are largely ignored [15][16]. - The expectation that costs will drop significantly while maintaining high-quality service is flawed, as the best models' costs remain relatively unchanged [20][21]. Group 2: Token Consumption - The token consumption for tasks has increased dramatically, with AI models now requiring significantly more tokens for operations than before, leading to higher operational costs [24][26]. - Predictions suggest that as AI capabilities improve, the cost of running complex tasks will escalate, potentially reaching $72 per session by 2027, which is unsustainable under current subscription models [26][34]. - The increase in token consumption is likened to a situation where improved efficiency leads to higher overall resource usage, creating a liquidity squeeze for companies relying on fixed-rate subscriptions [27][34]. Group 3: Business Model Challenges - Companies are aware that usage-based pricing could alleviate financial pressures but hesitate to implement it due to competitive dynamics where fixed-rate models dominate [35][36]. - The industry faces a dilemma: adopting usage-based pricing could lead to stagnation in growth, as consumers prefer flat-rate subscriptions despite the potential for unexpected costs [39]. - Successful companies in the AI space are exploring alternative business models, such as vertical integration and using AI as a lead-in for other services, to capture value beyond just model usage [40][42]. Group 4: Future Outlook - The article emphasizes the need for AI startups to rethink their strategies in light of the evolving landscape, suggesting that merely relying on the expectation of future cost reductions is insufficient for sustainable growth [44][45]. - The concept of becoming a "new cloud vendor" is proposed as a potential path forward, focusing on integrating AI capabilities with broader service offerings [45].

Core Insights - The article highlights the emergence of Gen Z entrepreneurs in the AI startup scene, particularly focusing on Sola Solutions, founded by Jessica Wu and Neil Deshmukh, both MIT dropouts [2][6][16] - Sola Solutions has successfully raised a total of $21 million (approximately 150 million RMB) through seed and Series A funding rounds, indicating strong investor interest in AI-driven automation solutions [8][11] Company Overview - Sola Solutions aims to address the shortcomings of traditional Robotic Process Automation (RPA) by utilizing AI agents that can learn, plan, and make autonomous decisions with minimal human intervention [5][6] - The company's solutions are designed to automate complex tasks across various sectors, including logistics, insurance, and healthcare, thereby enhancing operational efficiency [6][12] Funding and Investment - The company secured $3.5 million in seed funding led by Conviction, followed by a $17.5 million Series A round led by Andreessen Horowitz (A16Z) [9][10][11] - The involvement of prominent female investors, such as Sarah Guo and Kimberly Tan, underscores a shift in the venture capital landscape, highlighting the increasing influence of women in tech investments [12][15] Market Context - The article notes a broader trend of Gen Z founders entering the AI startup ecosystem, with several notable companies emerging from this demographic, indicating a generational shift in entrepreneurship [16][17] - The success of Sola Solutions and other Gen Z-led startups reflects a growing interest from venture capitalists in innovative AI solutions that challenge traditional business models [17][18]

白鲸出海，泛互联网出海服务平台，白鲸专注于具备互联网属性的行业、公司、产品和服务的出海，包括应用、游戏、电商、区块链、智能手机及硬件、 旅游、网络文学、影视、动漫、教育、体育和金融等。 全球最挣钱的 AI 创业小公司，又上榜了 10 家公司。 这份由 Super.com 创始人 Henry Shi 打造的「顶尖精益 AI Native 公司排行榜」，罗列了 40 多家团队规模不大（<50 人），却营收可观（ARR>500 万美 元）的初创公司。这些公司来自多个不同领域，热门赛道包括 AI 图像、AI 教育、AI 视频、AI 编程等，近一半尚处于 A 轮之前的早期融资轮次。 AI 的到来已经彻底改变了团队疯狂扩张、多轮融资的传统创业叙事，也改变了全球化创业的方式。 以下文章来源于白鲸出海 ，作者白鲸小编 白鲸出海 . 即使是小团队，创业的第一天就可以选择全球化。只要挖掘到精准的需求、用心打磨用户体验，可以很快做出一款在全球市场备受好评的产品。 公众号「白鲸出海」对上榜的 40 多家企业进行了梳理，总结了这些产品的一些共性特点。Founder Park 编辑整理了两篇介绍文章。 榜单地址：https://lean ...

Core Viewpoint - The article highlights the emergence of a new generation of entrepreneurs, particularly those born in the 2000s, who are making significant strides in the AI startup landscape, exemplified by the success of Sola Solutions founded by Jessica Wu and Neil Deshmukh [6][22]. Group 1: Company Overview - Sola Solutions was founded by two MIT dropouts, Jessica Wu and Neil Deshmukh, who aimed to address the inefficiencies of traditional Robotic Process Automation (RPA) by creating AI agents that can automate complex tasks with minimal human intervention [12][11]. - The company has successfully raised a total of $21 million (approximately 150 million RMB) through seed and Series A funding rounds, with notable investors including Conviction and Andreessen Horowitz [6][19]. - Sola's AI solutions are designed to automate various processes such as invoice sending and data entry across industries like logistics, insurance, and healthcare [13][14]. Group 2: Funding and Investment - The latest funding round for Sola Solutions was a Series A round led by Andreessen Horowitz, raising $17.5 million, following a $3.5 million seed round [17][18]. - The total funding of $21 million positions Sola Solutions as a notable player in the competitive AI startup ecosystem [19][16]. Group 3: Industry Trends - The article notes a significant trend of young entrepreneurs, particularly those from the 2000s generation, entering the AI startup scene, with many achieving rapid success and attracting substantial venture capital [23][25]. - Female entrepreneurs are increasingly becoming prominent figures in the tech investment landscape, as seen with the success of Jessica Wu and other notable women in the industry [20][22].

Core Insights - The article highlights the emergence of a new generation of entrepreneurs, particularly those born in the 2000s, who are making significant strides in the AI startup landscape, exemplified by the founding of Sola Solutions by Jessica Wu and Neil Deshmukh [1][12][13] Company Overview - Sola Solutions was founded by Jessica Wu and Neil Deshmukh, both MIT dropouts, aiming to address the inefficiencies of traditional Robotic Process Automation (RPA) by creating AI agents that can automate complex tasks with minimal human intervention [4][5] - The company has successfully raised a total of $21 million (approximately 150 million RMB) through seed and Series A funding rounds, with notable investors including Conviction and Andreessen Horowitz [1][9][10] Funding Details - Sola Solutions secured $3.5 million in seed funding led by Conviction, followed by a Series A round of $17.5 million led by Andreessen Horowitz, marking a significant milestone in its growth trajectory [7][8][9] Market Position - The company aims to disrupt the traditional RPA market by offering a more user-friendly platform that automates various processes such as invoice sending and data entry, targeting sectors like logistics, insurance, and healthcare [5][6] Vision and Impact - The founders envision their AI solutions as a means to "take over repetitive tasks," thereby allowing human workers to focus on more creative endeavors, reflecting a broader trend in the AI industry towards enhancing productivity and innovation [5][10]