Core Insights - The competition in AI has shifted from "who can use it" to "who can define the rules" [3] - AI is not merely a tool but a new foundational layer that reconstructs business logic [4][5] - The true leaders in AI view it as a core component of their business strategy rather than an add-on [5] Group 1: AI as a New Foundation - Companies like Microsoft and Nvidia have integrated AI into their core processes, leading to significant EBITDA growth of 10%-25% [2][5] - Microsoft has invested $298 billion in AI infrastructure, while Nvidia's market value has increased eightfold in three years [2] - AI is seen as a new infrastructure rather than an optional tool, which has created a cognitive gap between early adopters and laggards [2][16] Group 2: Competitive Landscape - The impact of AI on major tech giants is not about disruption but rather "layered pillaging" by new players [6] - The competition spans four dimensions: infrastructure, models, applications, and devices [7] - New companies are emerging in the AI space, such as Coreweave, which offers optimized GPU cloud services at lower costs [7] Group 3: Barriers to Entry - The real barriers in AI are not technological but rather "data + standards" [9][11] - Companies with exclusive data, like Workday, have a competitive edge because they can train AI models on unique datasets [9] - Establishing industry standards can create significant competitive advantages, as seen with protocols like Anthropic's MCP [9] Group 4: Regional Opportunities - The development of "sovereign AI" indicates a shift towards region-specific AI solutions, creating unique opportunities [10] - Companies focusing on localized data compliance and needs can capture exclusive market opportunities [10] Group 5: Strategies for Companies - Companies are encouraged to take unconventional actions, such as optimizing specific processes before accumulating perfect data [12] - Emphasis should be placed on integrating various AI tools through an "agentic AI" middle layer to enhance efficiency [13] - Focusing on regional demands rather than competing in saturated global markets can yield better results [14] Group 6: The Ultimate Competition - The ultimate competition in AI is a battle of cognitive differences, where those who view AI as a foundational element will outperform those who see it merely as a tool [16][17] - The current AI landscape is likened to the early days of the internet, where timely adaptation is crucial for success [17]