2026.02. 13 本文字数：2793，阅读时长大约4分钟 作者 | 第一财经 金叶子 当外界仍在争论"人工智能（AI）是否会取代人类工作"时，硅谷的"当红炸子鸡"Anthropic基本已实 现90%程序代码都由AI完成，这种AI智能体的快速迭代也让"一人公司"涌现成为可能。 "由于AI的发展，很快就会出现估值超过10亿美元的单人公司。"OpenAI CEO山姆·奥尔特曼曾预 言。根据金融科技公司Carta发布的2025年上半年数据，全球单人创始人新公司占比已达36.3%， 较2019年增长53%。《2025年中国数字经济创业白皮书》也显示，全国已有超1200万个体创业者 选择OPC（One-Person Company，一人公司）模式。 在这场新生产关系的变革中，作为最懂开发者的城市，上海的人工智能产业生态和专业化服务，也吸 引了这些"超级个体"的落地。 正在尝试通过智能体技术帮客户实现开源项目一键部署的上海燧月智能科技有限公司（下称"燧 月"）创始人彭孜勉对第一财经记者介绍，最近席卷AI界的OpenClaw就是一个开源项目，就是因为 它能让大模型在本地设备上"自主干活"，在他看来，AI会重新定义开源的 ...

Core Insights - The rise of AI has enabled the emergence of "one-person companies" (OPC), with predictions of over 1 billion USD valuations for such entities due to AI's capability to automate coding tasks [1][2] - Shanghai is becoming a hub for OPCs, supported by favorable policies and a robust AI ecosystem that attracts individual entrepreneurs [2][3] Group 1: Growth of One-Person Companies - According to Carta, as of mid-2025, the share of new companies founded by single individuals globally has reached 36.3%, a 53% increase since 2019 [1] - Shanghai's policies, such as the "Super Individual 288 Action," have led to a rapid influx of OPCs, with around 100 new OPCs established in just one month [2] Group 2: Shanghai's Competitive Advantage - Shanghai's government is focused on enhancing technology innovation, with over 320 new tech companies established daily, and a 13.6% growth in AI manufacturing output in 2025 [3][4] - The city has a comprehensive industrial ecosystem that includes hardware, software, GPU, algorithms, and model training, making it an attractive location for AI startups [3] Group 3: Supportive Infrastructure for AI Startups - Shanghai provides significant support through annual issuance of 1 billion CNY in computing power, data, and model vouchers, facilitating lower operational costs for startups [4][5] - The city has established AI innovation towns and is creating a differentiated development pattern to support the unique needs of OPCs [4] Group 4: Talent and Community Building - Shanghai hosts numerous AI research institutions and has attracted one-third of the nation's AI talent, which is crucial for the high-quality development of the AI industry [5][6] - The supportive environment in Shanghai fosters a sense of community among entrepreneurs, providing access to resources and mentorship that are vital for new startups [6] Group 5: Future Initiatives - Shanghai plans to expand its innovation resources, including the development of 1 million square meters of industrial space and leveraging national and local AI funds to support OPCs [7] - The city aims to establish an international AI open-source community and a youth entrepreneurship fund to further encourage young entrepreneurs [7]

Core Insights - Shanghai has demonstrated unparalleled attractiveness in the realms of commercial landing scenarios and the supply of data elements, making it a key player in the AI industry [1][3] Group 1: AI Development and Trends - Anthropic has achieved 90% of its code being generated by AI, indicating a significant shift towards AI-driven development [1] - OpenAI's CEO predicts the emergence of billion-dollar one-person companies due to AI advancements, with single-founder startups accounting for 36.3% of new companies globally as of mid-2025, a 53% increase since 2019 [1] - Over 12 million individual entrepreneurs in China have adopted the One-Person Company (OPC) model, highlighting a growing trend in entrepreneurship [1] Group 2: Support for One-Person Companies - Shanghai has implemented policies to support OPCs, including zero-rent entrepreneurial spaces and targeted support measures, leading to approximately 100 OPCs establishing themselves in the Xuhui District within a month of policy introduction [2] - The city aims to add 2,500 high-quality entrepreneurial workspaces in the first half of the year, fostering a community for super entrepreneurs [2] Group 3: Industrial Ecosystem and Infrastructure - Shanghai's industrial ecosystem encompasses a complete supply chain from hardware to software, with a notable growth in AI manufacturing output by 13.6% in 2025 [5] - The city has established a differentiated development pattern, focusing on both hardware and software innovation, and is enhancing its AI infrastructure through initiatives like the issuance of 1 billion yuan in computing power vouchers annually [6] Group 4: Talent and Community Support - Shanghai has become a hub for AI talent, hosting numerous research institutions and attracting one-third of the nation's AI professionals [7] - The city provides a supportive environment for entrepreneurs, with dedicated personnel to assist in navigating policies and operational challenges, fostering a sense of belonging among new startups [8] Group 5: Future Plans and Investments - Shanghai plans to expand its innovation resources, creating millions of square meters of industrial space and leveraging significant national and local AI funds to support the growth of AI enterprises [9] - The establishment of an AI youth entrepreneurship fund aims to support young entrepreneurs in developing their businesses in Shanghai [9]

Group 1 - The rise of "One Person Companies" (OPC) in Shanghai is attributed to advancements in AI skills, enabling individuals to operate effectively as entrepreneurs with minimal resources [1][2] - Entrepreneurs are leveraging AI tools to create innovative products, such as AI interactive games, with a focus on low-cost and low-code development [1] - The flexibility and control offered by OPCs allow for rapid project iteration and adaptation to market feedback, making them attractive for new ventures [1][2] Group 2 - The emergence of super entrepreneurs is characterized by individuals acting as "full-stack engineers," reducing management costs and enhancing collaboration efficiency [2] - The AI wave presents significant opportunities across various sectors, including education, healthcare, and legal services, prompting many to seize the moment for innovation [2] - Shanghai is home to about one-third of China's AI talent, with initiatives in place to support OPCs through financial and professional services, fostering a conducive environment for startup growth [3] Group 3 - The establishment of AI innovation towns in Shanghai aims to attract and support OPC enterprises, providing resources such as subsidized office space and professional services [3] - The success of super entrepreneurs hinges on the ability to create a commercial ecosystem, which Shanghai's dynamic business environment facilitates [3] - Companies are finding quick business opportunities in Shanghai, highlighting the city's fast-paced commercial thinking and collaborative potential [3]

OPC(One Person Company)，直译是"一人公司"，目前也常用来指代极小团队运营的轻量化创业主 体。借助AI工具，一人也能抵"千军万马"，这催生了一批AI超级创业者。 创业前，上海无尽梦科技有限公司的三位创始人在一家大型企业从事AI产品相关工作。她们利用 下班时间，通过网页编程工具开发了一款AI互动游戏。"我们发现可以通过低成本、低代码的方式做一 款小型产品。产品出来之后也获得好评，所以我们就想进一步做大。"该公司联合创始人陆玉斯说。去 年12月底她们离职创业，目前正推进产品开发。 AI教育产品Lingohow的联合创始人孔祥宇刚到上海不久，正打算和合作伙伴一起投身OPC创业热 潮。他认为，OPC的优势在于这种创业方式更灵活可控。"一个项目放到市场上，如果一两个月没有什 么水花(反响)，可以再换一个。只要有工作经验及方法论，我们再重新做一个项目也容易。" 上海律生万物科技有限公司的创始人张可欣也持相同观点。他认为，相比于大型企业，"一人公 司"具备轻量化优势，若"掌舵者"对AI技术有深刻的洞察，则可敏捷试错，快速跟进行业赛道的前沿趋 势。 中新社上海2月9日电 (记者 郑莹莹)伴随AI技能的" ...

Core Insights - The rise of "One Person Companies" (OPC) in Shanghai is driven by advancements in AI technology, enabling individuals to operate effectively as entrepreneurs [1][2] - The flexibility and low operational costs associated with OPCs allow for rapid experimentation and adaptation in various industries, including education, healthcare, and legal services [2][3] Group 1: Emergence of Super Entrepreneurs - The concept of OPCs is gaining traction in Shanghai, with many entrepreneurs leveraging AI tools to create innovative products with minimal resources [1] - Founders of companies like Shanghai Wujin Dream Technology Co., Ltd. have transitioned from corporate jobs to entrepreneurship, developing AI interactive games using low-code platforms [1] - Entrepreneurs believe that the lightweight nature of OPCs allows for agile decision-making and quick pivots in response to market feedback [1][2] Group 2: Advantages of OPCs - Each individual in an OPC can function as a "full-stack engineer," significantly reducing management costs and enhancing collaboration efficiency [2] - The ability to quickly shift focus to new projects if initial ones do not gain traction is seen as a major advantage of the OPC model [2] - The emergence of open-source projects, such as OpenClaw, is redefining how AI technologies can be utilized, making advanced capabilities accessible to a broader audience [2] Group 3: Supportive Ecosystem in Shanghai - Shanghai is home to approximately one-third of China's AI talent, fostering a vibrant community of super entrepreneurs [3] - Local government initiatives, such as the measures announced in December 2025, aim to support OPCs with subsidized office space and professional services [3] - The commercial ecosystem in Shanghai is conducive to rapid business development, attracting startups to engage with established companies in various sectors [3]