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喝点VC|a16z最新2026大预测:下一波可观测性的浪潮将是物理的,而非数字的
Z Potentials· 2026-02-13 02:27
Core Insights - The article discusses the emergence of an AI-native industrial foundation in the U.S., focusing on sectors like energy, manufacturing, logistics, and infrastructure, which are being revitalized through AI and software innovations [3][4]. - By 2026, AI applications will evolve to eliminate visible prompts, allowing for proactive suggestions based on user behavior, enhancing personal and professional interactions [19][26]. Group 1: American Dynamism and Industrial Revival - The U.S. is rebuilding its industrial base, emphasizing AI-driven solutions in energy, manufacturing, and logistics, creating significant opportunities in advanced energy systems and autonomous operations [4][5]. - Companies are adopting a "factory mindset" to tackle complex challenges by integrating AI and automation with skilled labor, leading to efficient production processes [5][6]. - The rise of "physical observability" through interconnected sensors and cameras will enhance real-time monitoring of critical infrastructure, paving the way for advancements in robotics and autonomous systems [7]. Group 2: AI in Business and Consumer Applications - AI is transforming business models by enhancing economic outcomes rather than merely automating tasks, with companies like Eve using data to improve legal service success rates [14][15]. - The consumer AI landscape is shifting from task-oriented applications to those that foster deeper human connections, with products designed to understand users better [26][27]. - The emergence of AI voice agents is streamlining business operations, allowing companies to automate various tasks and improve efficiency [17]. Group 3: Data and Infrastructure - The future of AI will be defined by the ability to harness vast amounts of unstructured data generated in industries, with companies focusing on data collection and model training [12][13]. - The electrical industrial stack is becoming crucial for the next industrial revolution, integrating software with physical manufacturing processes [8]. Group 4: Future Trends and Opportunities - By 2026, companies will increasingly rely on collaborative AI systems that work together across business processes, necessitating a rethinking of organizational structures and workflows [24][25]. - New AI startups will emerge, focusing on serving newly established companies, leveraging the opportunity to grow alongside them [29][30].