关于AI的资讯铺天盖地，但它与普通人有什么关系？ AI加速迭代， 未来它将如何颠覆世界？我们是否真正看清了？ 全球科技创新产业专家、海银资本创始合伙人 王煜全在前不久的演讲中提到，AI的本质绝非简单的"节能增效"，而是实现"人类经验的规模化"。从瓦特蒸 汽机到福特T型车，历史上每一次技术革命的真正爆发点，都源于开创了全新的市场需求。而AI时代的黄金机遇，正藏在"复杂智能服务"的规模化中——专 家级、个性化、持续普惠的服务将重塑产业逻辑。 本文深度拆解了AI发展的四阶段路径与未来社会图景，并给出抓住浪潮的四大核心行动指南。如果你正在寻找AI时代的真实机会，这是一份不可错过的认 知地图。 王煜全老师曾多次来到混沌授课，相关课程笔记阅读链接： 王煜全：出海只是潮流，全球化才会永恒 王煜全：未来的黄金30年，AI能带来哪些机会？ 作者 | 王煜全，全球科技创新产业专家、海银资本创始合伙人 编辑 | 高级笔记达人 天朗明月 责编 | 柒 本文转载自公众号"笔 记侠"，内容来自 王煜全老师在 前哨科技特训营的分享 AI的本质是"人类经验的规模化" AI时代的核心机会是让人类的经验可以被复制，并且催生出复杂的智能服务这种全 ...

Group 1 - The essence of AI is the scalability of human experience, leading to the emergence of complex intelligent services as a new business model [2][9] - AI development has two phases: cost-saving efficiency and market expansion, with true GDP growth occurring only when market-expanding applications are widely adopted [3][4] - Historical patterns show that great technologies eventually create new markets, as seen with the steam engine and the Ford Model T, which transformed transportation and created significant demand [4][5][6][7] Group 2 - The AI revolution's core is service scalability, transitioning from energy-saving to new market creation, which is where the true potential of technology lies [8][9] - Future AI services will have four key characteristics: continuous service, expert-level service, and inclusive service, enabling personalized and widespread access [10][11] - Continuous service allows for deep understanding of individual needs over generations, enhancing service precision beyond traditional methods [12][13] Group 3 - Expert-level services will become widely available and affordable due to AI, transforming previously scarce and expensive expert services into accessible options for the masses [14][15] - Inclusive services will ensure that essential services are affordable and widely available, allowing for a large user base to benefit from new offerings [16][18] - The shift from product ownership to service enjoyment will redefine consumer behavior, emphasizing the need for service over mere product acquisition [20][21] Group 4 - The current technological foundation supports the emergence of complex AI services, with advancements in complex reasoning, long-term memory, and third-party functionality [22][23][26] - AI is evolving towards specialized capabilities rather than general intelligence, focusing on domain expertise to meet specific user needs [27][28] - The development of AI will progress through four stages, culminating in complex, personalized services that address intricate user requirements [28][29] Group 5 - Companies must redefine their identity, recognizing their potential and the importance of understanding market needs over merely mastering technology [35][41] - Successful examples like Walmart and UPS illustrate the significance of identifying and addressing emerging market demands through innovative business models [42][44] - Execution involves focusing on a specific industry, mastering relevant tools, and continuously accumulating knowledge to enhance expertise [45][46][49] Group 6 - Predictive capabilities are crucial for anticipating market trends and positioning effectively, allowing companies to capitalize on emerging opportunities [50][52] - Companies must maintain confidence in their predictions and be prepared to act on them, balancing timing and market understanding to seize opportunities [54][56] - A systematic approach to understanding industry dynamics and refining predictions will enhance decision-making and strategic positioning [58][59]