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A16Z合伙人最新判断:AI创业只有两条路,要么油井要么管道
3 6 Ke· 2025-09-01 12:06
Core Insights - The article discusses two entrepreneurial paths in the AI sector: drilling an "oil well" for deep specialization in a specific workflow or building a "pipeline" to connect disparate systems and automate processes [1][2][3] Group 1: Oil Well Path - The "oil well" strategy focuses on finding a rich data source and creating a comprehensive record system, which can generate long-term cash flow [3][4] - Successful examples include Valon, which integrated 25 different legacy systems into a single platform, achieving over 60% profit margins [5] - Vesta developed a new mortgage approval system that significantly reduced processing time and improved accuracy by allowing parallel processing of different stages [6] Group 2: Pipeline Path - The "pipeline" strategy aims to connect existing systems and automate manual tasks, providing immediate efficiency gains without the need for complete system overhauls [8][12] - Suitable scenarios for the pipeline approach include companies with outdated, incompatible systems and those requiring significant manual intervention between software [9][10] - Concourse created an AI assistant that integrates with existing financial software to automate reporting tasks, while Sola developed a tool that allows users to automate processes without changing underlying systems [11] Group 3: Complementary Paths - Both paths can lead to the creation of large, resilient companies, and the choice between them depends on the specific market conditions and the entrepreneur's vision [2][13] - The key for entrepreneurs is to understand which path aligns with their goals: mastering key data for new workflows or automating fragmented, labor-intensive processes [12][13]