过去，要为汽车新增一项功能，就需额外添加一个电子控制单元（ECU），如今这一时代已宣告结 束。当前的核心方向是减少 ECU 数量 —— 将功能专用型 ECU 整合到一台中央计算机中，这些功能 如今以软件形式虚拟存在于中央计算机内。少数几个区域控制器会从车辆周围多达 200 个传感器中 收集数据，并将这些数据传输至中央计算机，此举可减少多达 70% 的线缆使用量。 公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容来自allaboutcircuits 。 自 20 世纪 60 年代末软件首次用于汽车燃油喷射调节以来，将软件集成到汽车各个方面的进程从未 停歇。 从提升驾驶体验到增强周边行人和车辆的安全性，汽车制造商正与合作伙伴携手，打造可持续更新、 易于驾驶和维护、更安全且比以往更具驾驶乐趣的汽车。 实现高性价比 SDV 的关键在于网络、区域聚合和中央计算单元 —— 中央计算单元本质上是车载 "服 务器"，负责接收更新，并具备将每个更新路由到相应组件的智能。 不止于工程目标 这不仅仅是一个工程目标，消费者也在迫切需求这些功能。驾驶员对沉浸式车载体验的期待日益提 升，这就需要更多传感器、更高分辨率的显示 ...

Core Insights - The current trend in the AI space is driven by the rise of Agents, with a potential next hotspot being Agent Infrastructure [1][3] - The number of Agents is expected to increase significantly, potentially reaching thousands of times the current number of SaaS applications [2] - The collaboration between Agents and humans is anticipated to shift, with Agents becoming more autonomous and capable of processing information at a higher bandwidth than humans [4][5] Group 1 - Agent Infrastructure represents a substantial market opportunity due to the need for restructured internet infrastructure to accommodate AI [3] - The interaction methods between humans and Agents differ significantly, with Agents capable of multi-threaded tasks and learning simultaneously while executing tasks [5][6] - A new mechanism is required to manage the state of multiple tasks executed by Agents, as they can handle numerous tasks concurrently [8][10] Group 2 - The concept of a "safety fence" is crucial for AI operations, ensuring that the impact of AI actions is contained within a controlled environment [10][11] - E2B is highlighted as a popular product providing a secure and efficient sandbox for code execution, significantly influenced by the Manus project [12][14] - Cloud service providers are expected to benefit from the increased demand for resources as more Agents operate in cloud environments [15][16] Group 3 - Browserbase is identified as a leading product designed specifically for AI, with a valuation of $300 million within a year [22] - The design of AI-specific browsers must consider continuous operation, feedback loops, and security measures to protect user information [24][27] - The architecture of AI browsers includes a Runtime layer and an Agentic layer, which are essential for effective interaction between AI and web content [32][33] Group 4 - The Agent Infrastructure market is expected to grow significantly, with opportunities in both environmental setups and tools for Agents [36][40] - The potential for AI to enhance efficiency in various sectors, such as sales and recruitment, indicates a large market for Browser Use applications [48] - Differentiation in Agent Infrastructure products is crucial, with a focus on finding unique scenarios and deepening product offerings rather than competing for a small market share [55][56]