Group 1 - The AI industry has undergone a significant transformation in 2026, moving from a phase of exuberance to a focus on cost-saving and profitability [1] - Companies in Silicon Valley are shifting their approach to AI, aiming to integrate it as a second operating system rather than merely a tool [3] - Major firms are developing AI capabilities as modular components that can be embedded into client operations, exemplified by OpenAI's Workflows and Google's AgenticWorkspace [5] Group 2 - AI is increasingly viewed as a digital employee, with companies incorporating AI into labor costs rather than treating it as an IT purchase, fundamentally altering business logic [6] - The Chinese AI industry is becoming more pragmatic, moving away from superficial tools to seeking comprehensive intelligent systems that can manage overall operations [8] - State-owned enterprises in China are leading in AI adoption due to their standardized processes, allowing AI to be utilized as a standard position [10] Group 3 - AI commercialization consultants who understand industry, technology, and products are in high demand, focusing on restructuring business processes with AI [11] - The AI industry is experiencing a shakeout, with companies that lack real value or rely on superficial functionalities likely to be eliminated [11] - As AI costs decrease, applications that cannot replace human labor or generate revenue are becoming liabilities for companies [13] Group 4 - Companies that will survive in the AI landscape will likely fall into three categories: those offering standardized capability packages, those orchestrating various models and tools, and those operating autonomous organizations that charge based on outcomes [14][16] - The current changes in the AI industry represent a rewriting of the value chain, emphasizing the importance of enhancing organizational efficiency and creating tangible value [16] - The future will favor practical companies that focus on data cleaning and process integration over those that merely promote disruptive concepts [16]