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92年AI创业者:SaaS的尽头不是软件,而是劳动力
3 6 Ke· 2025-12-05 04:29
当能动性成本归零,SaaS将进化为怎样的"新物种"? 在SaaS行业普遍遭遇"寒冬"、增长受困的当下,我们不仅需要信心,更需要新的范式。 主题是:《25岁时看见未来:如何从一个软件创业者走向了AI创业》。 在2025中国SaaS大会"后浪峰会"上,1992年出生的云蝠智能创始人魏佳星以"25岁看见未来:从软件创业者到AI语音创造者"为主题,带来了一场极具颠覆 性的分享。他没有谈论传统的软件订阅与续费率,而是抛出了一个犀利的洞察:"SaaS的尽头不是软件,而是劳动力。" 魏佳星 云蝠智能 创始人&CEO 作为AI原生创业者,他用12年时间,从住理发店跑客户做到了营收5000万。他提出的"能动性SaaS"概念,以及将AI进化为"有情感的生命体"的产品哲 学,或许正是ToB行业打破"内卷"的一把钥匙。 以下为正文(有删减),经牛透社整理: 大家好,我是魏佳星。 上台前我看了一眼屏幕上的照片,那是五年前拍的。大家对比一下现在的我,可能会觉得我长得有点"着急"。我也必须先澄清一下:头发虽然少了,但我 确实是 1992 年出生的。 只能说,创业催人老。 今天在这个"后浪峰会"的分会场,我想和大家分享的话题相对轻松一点,也 ...
喝点VC|a16z合伙人:语音交互将成为AI应用公司最强大的突破口之一,巨头们在B2C市场已落后太多
Z Potentials· 2025-04-01 03:49
Core Insights - The article discusses the evolution and potential of AI voice products, highlighting the shift from traditional voice assistants like Siri and Alexa to more advanced AI-driven interactions that can provide a more human-like experience [3][4][5]. Group 1: Historical Context and Breakthroughs - AI voice products have historically been limited in functionality and user engagement, often feeling robotic and lacking true intelligence [3][4]. - Recent advancements in large language models and speech technologies have enabled more natural and engaging voice interactions, making voice a powerful interface for AI applications [4][7][12]. - The report from a16z suggests that voice interaction will become a primary way for consumers to engage with AI, marking a significant shift in how AI applications are accessed [4][5]. Group 2: Trust and Integration - Trust is crucial for the success of AI voice models, and companies must focus on building this trust through effective design and integration capabilities [5][19]. - The competitive advantage in AI voice technology may lie in the ability to integrate with existing systems and improve through self-learning data models, particularly in vertical markets [5][42]. Group 3: Market Trends and Opportunities - Over 20% to 25% of recent Y Combinator companies are developing products based on AI voice technology, indicating a growing interest and investment in this area [20][22]. - The trend is shifting towards more verticalized applications of AI voice technology, as companies explore how to create industry-specific solutions that leverage voice agents [24][25]. Group 4: Consumer and Business Applications - AI voice agents are increasingly being used in high-cost, low-accessibility services such as mental health support and educational technology, providing significant opportunities in the B2C market [45][46]. - In the B2B space, AI voice agents are seen as a way to reduce costs and improve efficiency in industries with high telephone communication needs, such as healthcare and finance [27][28]. Group 5: Pricing Models and Market Dynamics - Current pricing models for AI voice services are evolving, with experimentation in per-minute billing, platform fees, and outcome-based pricing becoming more common [39][40][41]. - The competitive landscape is expected to be intense, with companies needing to differentiate themselves through unique product offerings and effective market strategies [43][44]. Group 6: Future Directions and Consumer Engagement - The article emphasizes the importance of emotional expression in AI voice interactions, suggesting that enhancing this aspect could significantly improve user experience [15][19]. - There is a growing recognition that AI can enhance rather than replace human interactions, particularly in areas where emotional intelligence is critical [34][36].