硬件将成为下一代AI操作系统不可或缺的入口。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息，由启明创投主办的2025世界人工智能大会（WAIC）"启明创投·创业与投资论 坛——创业投资开启AI技术与应用共振周期"于7月28日在上海世博中心蓝厅成功举办。 在对话环节中，启明创投合伙人王世雨 同 未来智能首席执行官马啸 围绕 "AI实用主义：从智能硬 件到办公助理，真正解决用户需求" 话题 展开对话。 马啸分享了未来智能从智能硬件切入办公场景的创业历程。他指出， AI硬件的成功关键在于平衡耳 机基础硬件能力与AI增值服务，并以讯飞AI耳机为例，强调"5+X"策略——先做好音质、续航、外 观、降噪、舒适度等核心体验，再叠加AI录音转写、AI摘要、翻译、AI嘴替等独特功能。他认为，大 模型时代的数据积累与垂直场景深耕是创业公司的核心壁垒，未来智能将通过硬件入口构建"感知 +工作流闭环"的办公生态，与巨头形成差异化竞争。 以下系对话节选： 先聚焦 硬件本身的价值， 再增添 AI 的附加值 王世雨 ： 先请 马啸总自我介绍一下。 马啸 ：大家好，我叫马啸， ...

Core Viewpoint - Future Intelligent aims to break through the market with a "hardware + scenario" approach, focusing on AI technology innovation in office environments and contributing to Shanghai's goal of becoming a global AI hub [2][4]. Group 1: Company Strategy and Product Development - Future Intelligent's CEO, Ma Xiao, emphasizes that AI's value lies in solving specific problems in real scenarios rather than showcasing flashy technology [6]. - The company has focused on the "office + hardware" vertical, choosing headphones as the medium due to their proximity to voice interaction scenarios and the pressing need for efficient meeting documentation [6][8]. - The product iteration path has been clear, with the AI headphones evolving from basic recording to advanced features like multi-role differentiation and intelligent summarization, addressing user pain points effectively [6][8]. Group 2: Hardware and AI Integration - Ma Xiao asserts that AI hardware must first be excellent basic hardware, with the "5+X" principle highlighting the importance of sound quality, battery life, noise cancellation, comfort, and design, alongside AI functionalities [8]. - The success of the AI headphones is attributed to their high-end hardware quality and practical AI features, making them essential tools for professionals like lawyers and journalists [8][9]. Group 3: Data as a Competitive Advantage - Future Intelligent's CTO, Wang Song, points out that the true competitive edge lies in the accumulation of unique data from vertical scenarios rather than open-source algorithms [10][12]. - The company has optimized various technical aspects to enhance data transmission in meeting scenarios, leading to a deeper understanding of user interaction habits and voice data transmission patterns [10][12]. - The "one brain, multiple terminals" strategy aims to create a comprehensive intelligent ecosystem for office scenarios, allowing for seamless integration of data and task management [10][13]. Group 4: Market Positioning and Future Outlook - Future Intelligent's approach of leveraging hardware as a unique entry point to accumulate proprietary data is seen as crucial for competing against larger players in the AI hardware space [8][9]. - The company believes that the ability to close the data-task loop in vertical scenarios will transform the benefits of large models into long-term returns [13].

Group 1: Industry Trends - The "2025 High-Quality Consumption Brand TOP100" initiative focuses on nine key sectors including beauty economy, sports and outdoor, food and health, smart consumer electronics, pet economy, experience economy, interest consumption, cross-border expansion, and consumption technology [2] - AI and hardware integration is emerging as a significant trend across various sectors, with companies launching AI-enabled products that are breaking traditional market boundaries [2][3] - The global AI hardware market is witnessing rapid growth, with notable products like AI recorders and AI glasses gaining traction [3][5] Group 2: AI Hardware Developments - The AI recorder Plaud Note has achieved significant success, with nearly 700,000 units shipped globally and an annual revenue of $100 million, reflecting a tenfold growth over two years [5][11] - AI glasses are becoming increasingly popular, with companies like Thunderbird and Rokid announcing new products that leverage AI for enhanced user experiences [7][8] - AI technology is enhancing the functionality of household appliances, with smart kitchen devices seeing over 30% sales growth in 2024 [20][21] Group 3: Consumer Insights - A survey indicated that over 30% of consumers are motivated to purchase products that incorporate AI technology, with more than half feeling a sense of upgrade when encountering AI-enabled Chinese brands [22] - The integration of AI in household appliances is shifting the industry from passive response to proactive service, creating interconnected smart home ecosystems [22][23]