最励志的一句话："绝对不要小看你自己你、马斯克、巴菲特、贝索斯、扎克伯格的财富加起来足以撼 动整个世界" 一位投资教父说这句话时，我嗤之以鼻，认为这只是成功学的漂亮话。 直到昨天，我在混乱的办公室里，亲手撕掉了那张价值2.3亿的意向书。而这一切，都源于我十年前， 对自己那份"股权"的可耻低估。 2010年，我在深圳华强北有个三平米的柜台。隔壁柜的老陈，总拉着我聊"未来的信号"。 "小张，比特币知道不？一块钱一个，数字黄金！"他眼睛放光。 我清点着当天的耳机利润，头也不抬："老陈，少做梦。这虚头巴脑的，能比我这现货实在？" 2014年，早我两年做电商的李哥，在饭桌上激动得满脸通红。 "美团、滴滴都在抢市场！这是入口之战！咱们哪怕只在自家店铺接个支付端口，未来都可能是……" 我打断他，给他倒了杯酒："李哥，咱就一卖手机壳的，把客服回复率搞上去比啥都强。那些玩意儿， 是马斯克他们玩的。" 我用自己的"现实"，精准地避开了每一个时代悄悄递来的船票。 转机出现在2018年。我被迫"转型"，因为实体柜台实在没流量了。咬着牙，我和团队开发了一个帮小商 家管理外卖平台的小工具。 没想到，它活了。仅仅是因为我们太懂小商家的痛。 ...

Core Insights - Alibaba officially launched the "Qianwen" project on November 17, aiming to enter the AI-to-C (consumer-facing AI) market, with the Qianwen App's public beta version based on the Qwen3 model, competing directly with ChatGPT [1] - The competition in the AI sector is seen as a battle for the "super entrance," similar to the rise of mobile internet, where the ultimate goal is to create a strong ecosystem that connects users to the digital world [1][2] - The AI industry is currently experiencing a "race for super applications," with uncertainty about what form these applications will take, leading to a significant arms race among companies [2] Competition Landscape - The competition can be divided into two main fronts: the "engine war," focusing on the capabilities of large models, and the "entrance war," which is crucial for user acquisition and productization of AI capabilities [3] - The Qwen3 model has demonstrated rapid convergence in global AI capabilities, indicating that technological barriers are diminishing, but the key to success lies in effectively integrating AI into everyday tasks [3][4] - Future AI super applications are expected to function as "AI Agents," capable of executing tasks beyond providing information, thus creating a closed-loop ecosystem of models, tools, and scenarios [4] Strategic Directions - Companies like OpenAI and Google are evolving their offerings to build ecosystems around their AI technologies, while Alibaba aims to leverage its existing e-commerce and cloud computing ecosystem to create a comprehensive solution with Qianwen [4] - The competition for the "super entrance" is not just about market share but will shape the global technology landscape for the next decade, with significant implications for the valuation of major players [4]