盛大集团创始人、董事长兼CEO 天桥脑科学研究院创始人 陈天桥 钛媒体注：盛大集团、天桥脑科学研究院创始人陈天桥在提出"管理学的黄昏与智能的黎 明"这一前瞻性命题后，如今又提出了"系统的融化：从AI赋能到AI原生"的重磅观点。 本文 从管理学角度，重点探讨了AI进化的三阶段：从赋能旧流程，到原生重构商业系统，最终 迈向具有自主意识的觉醒，并提出了这一层面演化后，对人类文明重塑的思考。 以下为陈天桥深度文章全文： 系统的融化：从 AI 赋能到 AI 原生 如果在 19 世纪末问一个马车夫，他最需要什么，他几乎一定会说：我要一匹更快的马。他不会说：我 需要一个内燃机。 这句话被反复引用，不只是因为福特的文采，而是因为它完美地映射了几乎每一个技术变革时代所面临 的问题，包括今天的 AI 时代，和以往一样，我们也正深陷在一个「拟物化」的陷阱：不是用最新的技 术去创造真正的新东西，而是去模仿旧世界已经存在的形状。 但现实却很残酷。AI 赋能并不是通往高生产效率的必然阶梯，它更像是一条短期很舒适、长期却极其 昂贵的漂亮死胡同。我们在旧结构上越是用力地「加 AI」，就越有可能是在给那些本该被淘汰的系统 续命，真正的变革，从 ...

为什么这么说？陈天桥打了一个非常通俗的比方：传统的KPI，就像是给员工画的一条轨道。以前我们 需要它，是因为人类容易迷路、容易偷懒。但现在的AI智能体，它拥有"永恒记忆"，时刻盯着目标，如 果还用KPI去管它，就像是"给自动驾驶汽车画了一条轨道，却期待它能躲避突发的障碍"。 "当新物种遇到旧容器，KPI崩塌了！"近日，盛大集团、天桥脑科学研究院创始人陈天桥发布长文指出 ——"由于AI智能体的出现，我们沿用了百年的管理学大厦，地基正在动摇"。 陈天桥近日发布文章《管理学的黄昏与智能的黎明：重写企业的生物学基因》，文章指出，未来企业变 革不是基于AI的"更好的管理"，而是"管理的退出"。 当把这种具备"连续记忆、全息认知、内生进化"的新物种，强行塞进为人类设计的旧管理容器时，会发 生什么？在陈天桥看来，是KPI从"导航"变为"天花板"、层级结构从"过滤器"变为"阻断器"、激励机制 从"动力源"变为"噪音"、长期规划从"地图"变为"模拟"、流程与监督从"纠偏"变为"冗余"。 一家真正的AI-Native企业，它的终极形态究竟长什么样？陈天桥的文章论断，必须在基因层面完成五 项重写：架构即智能、增长即复利、记忆即演化 ...

Core Insights - The future of management will be fundamentally based on intelligence rather than biology, marking a shift from human-led to AI-augmented enterprises [1][2] - Traditional management systems are seen as corrective measures for human cognitive limitations, which will collapse as AI agents take over execution roles [2][4] - The emergence of AI-native enterprises will redefine organizational structures and operational paradigms, focusing on cognitive evolution rather than resource management [4][5] Summary by Sections Management Paradigm Shift - Management will transition from being human-centered to AI-native, where AI expands human capabilities rather than being managed by humans [1][2] - The introduction of AI agents will disrupt the biological foundations of traditional management, necessitating a complete rethinking of organizational genetics [1][2] Cognitive Anatomy Comparison - A comparison between human employees and AI agents highlights three key differences: continuous memory (AI's eternal memory vs. human's fragile memory), holistic cognition (AI's full alignment vs. human's hierarchical filtering), and endogenous evolution (AI's self-evolving capabilities vs. human motivation-driven evolution) [3][4] Collapse of Traditional Systems - Traditional KPIs are becoming obsolete as AI agents can navigate complex problem spaces without rigid constraints, unlike human-centric systems that were designed to mitigate cognitive shortcomings [4] - The existing supervisory frameworks are shifting from error correction to recalibrating goals, as AI agents understand and execute tasks without the need for constant oversight [4][5] Definition of AI-native Enterprises - AI-native enterprises will require a new operational framework focused on cognitive evolution, characterized by five aspects: architecture as intelligence, growth as compounding, memory as evolution, execution as training, and humans as meaning-makers [5][6] - The demand for talent is shifting towards mid-career professionals with specialized knowledge, as AI reduces the need for generalist analysts [5][6]

Core Insights - The article commemorates the 30th anniversary of Pixar's "Toy Story" and features an unpublished interview with Steve Jobs, emphasizing the enduring nature of storytelling and the importance of talent in creative industries [1][2]. Group 1: Talent and Management Philosophy - Jobs highlights that the core of any enterprise is talent, and he aimed to create an environment where exceptional individuals could thrive without bureaucratic obstacles [5][10]. - Pixar's unique culture allows it to attract top talent from both Hollywood and Silicon Valley, which is rare in the industry [7][8]. - The company has successfully maintained high-quality standards while expanding its workforce from approximately 175 to 300 employees within a year [12]. Group 2: Business Model and Industry Challenges - Jobs discusses the challenges faced by the advertising and special effects sectors, noting a decline in profitability and the difficulty of retaining talent in these areas [18]. - Pixar has exited the advertising business to focus on creating original content, as the need for talented individuals outweighs the benefits of short-term projects [18][20]. Group 3: Storytelling and Technological Advancement - The essence of storytelling remains unchanged despite technological advancements; a good story cannot be transformed by technology alone [26]. - Jobs reflects on the longevity of stories, citing Disney's "Snow White" and the continued relevance of "Toy Story" as examples of timeless narratives that resonate across generations [21][26]. - The complexity of visual storytelling has increased significantly, with rendering times remaining consistent despite advancements in technology, indicating a constant pursuit of higher visual ambitions [23][25].