Tonken出口替代电力出口，且数据传输没有关税 根据1998年WTO达成的电子传输不征关税的临时协议，API调用、云服务和数字内容的跨境流动不适用于传统关 税体系，这一协议至今仍在延续。 因此，通过API形式出口的token属于数字产品，不在传统关税征收范围内。 电力+算力占Token成本结构70%以上，智谱AI已经全面深度适配国产芯片，而minimax还以英伟达为主的情况 下，token价格比同等级便宜一半，现在是全球token消耗量最大的模型。 一是利好国产芯片产业链，二是国产大模型配套算力供应商，三是CDN。 电力+算力占Token成本结构70%以上，智谱AI已经全面深度适配国产芯片，而minimax还 Tonken出口替代电力出口，且数据传输没有关税 根据1998年WTO达成的电子传输不征关税的临时协议，API调用、云服务和数字内容的跨境流动不适用于传统关 税体系，这一协议至今仍在延续。 因此，通过API形式出口的token属于数字产品，不在传统关税征收范围内。 ...

Core Insights - The report by a16z reveals that most funding in AI startups is directed towards API calls and high salaries for AI engineers rather than expensive model training [1][2] - AI is reshaping skills, tasks, and team structures, with large companies experiencing incremental improvements while startups are emerging as true AI-native companies [1][2] - The report identifies 50 AI-native application companies based on real spending data from 200,000 enterprise clients, highlighting a diverse range of applications [1][2] Group 1: Key Trends in AI Applications - Horizontal applications dominate the market, accounting for 60% of the list, with vertical applications making up 40% [2] - Notable horizontal applications include general-purpose large language model assistants like OpenAI and Anthropic, as well as intelligent work platforms such as Notion [2][3] - Creative tools have become the largest single category on the list, with ten companies, including Freepik and ElevenLabs, showcasing a shift from vertical to horizontal usage [3] Group 2: Vertical Applications and Workforce Transformation - Vertical AI applications are evolving along two paths: enhancing human capabilities and fundamentally reshaping job roles [4] - Among the 17 vertical application companies, 12 focus on human enhancement tools, while 5 provide end-to-end "AI employee" solutions [4] - Key vertical sectors include customer service, sales and marketing, and human resources, with companies like Lorikeet and Micro1 leading the way [4] Group 3: Emergence of Ambient Coding - The emerging field of "ambient coding" has successfully transitioned from consumer markets to enterprise workflows, with companies like Replit leading the charge [5] - Replit generates significantly higher revenue from enterprise clients compared to its competitors, indicating its strong market position [5] - The future of ambient coding may see fragmentation with the rise of various application development platforms [5] Group 4: Product Evolution from Personal to Enterprise Solutions - Nearly 70% of the companies on the list support individual users and promote team collaboration without requiring enterprise licenses [6] - Many companies started by serving individual users and gradually expanded to team and enterprise functionalities, reflecting a shift in AI product development [6] - The trend indicates that consumer-grade AI products are increasingly meeting enterprise needs, leading to rapid adoption in workplace settings [6][7]