访谈：李广密，张小珺 「全球大模型季报」 是「海外独角兽」和 「张小珺 Jùn｜商业访谈录」 的 AI 领域观察栏目，以季 度为单位，拾象 CEO 李广密和财经作者张小珺梳理 LLM 领域的重要信号，预测未来。 • 智能和产品都重要，ChatGPT 身上有很多非技术性壁垒，而 Coding 或模型公司只是技术壁垒； • 做 AI 产品很像挖矿，保鲜窗口很关键，这个窗口期明显在缩短； • ChatGPT 的 Deep Research 和 Anthropic 的 Claude Code 最早交付了 L4 级别的体验，分别对应信息 搜索和软件开发； • 极端来说，Coding 公司不做模型的话，在未来是没有优势的，未来就是比拼成本； 一起开一个脑洞： 如果让你未来 4 年加入一家 AI 公司或者选一个好的 CEO，你的选择会是什么？ 欢迎在评论区留下你的答案。 01 . 模型开始分化 Guangmi Li： 希望大家能在这一期记住三个关键信息： 1. 大模型在分化与收敛； 2025 Q2 全球大模型的爆发性比以往更强，硅谷的各个模型公司开始分化到各个领域，比如除了 Google Gemini 和 OpenAI 还 ...

Core Insights - The discussion at the LangChain Agent Conference highlighted the evolution of Agentic systems and the importance of focusing on the degree of Agentic capability rather than simply categorizing systems as "Agents" [2][3][4] - Andrew Ng emphasized the need for practical skills in breaking down complex processes into manageable tasks and establishing effective evaluation systems for AI systems [8][10][12] Group 1: Agentic Systems - The conversation shifted from whether a system qualifies as an "Agent" to discussing the spectrum of Agentic capabilities, suggesting that all systems can be classified as Agentic regardless of their level of autonomy [4][5] - There is a significant opportunity in automating simple, linear processes within enterprises, as many workflows remain manual and under-automated [6][7] Group 2: Skills for Building Agents - Key skills for building Agents include the ability to integrate various tools like LangGraph and establish a comprehensive data flow and evaluation system [8][9] - The importance of a structured evaluation process was highlighted, as many teams still rely on manual assessments, which can lead to inefficiencies [10][11] Group 3: Emerging Technologies - The MCP (Multi-Context Protocol) is seen as a transformative standard that simplifies the integration of Agents with various data sources, aiming to reduce the complexity of data pipelines [21][22] - Voice technology is identified as an underutilized component with significant potential, particularly in enterprise applications, where it can lower user interaction barriers [15][19] Group 4: Future of AI Programming - The concept of "Vibe Coding" reflects a shift in programming practices, where developers increasingly rely on AI assistants, emphasizing the need for a solid understanding of programming fundamentals [23][24] - The establishment of AI Fund aims to accelerate startup growth by focusing on speed and deep technical knowledge as key success factors [26]