本文来自PRO会员通讯内容，文末关注「机器之心PRO会员」，查看更多专题解读。 Agent 创企 Sierra 创始人、Salesforce 前联席 CEO、OpenAI 董事会主席 Bret Taylor 近日参与 Lenny's Podcast 的访谈，他以「大模型创业已死路一条，除非你能像马 斯克那样砸几十亿美元」的结论为起点，探讨了创业者在当前 AI 浪潮中应如何精准定位，找到真正属于自己的机会。 目录 01. 基础模型是创业死路，「长尾 Agent 公司」才是机会？ Bret Taylor 为何称「应用 AI」才是创业者的生路？「长尾 Agent 公司」将如何取代传统 SaaS？... 为什么对开发者最友善的Python 反而成为AI的瓶颈？什么是 AI 编程的新范式？... 01 基础模型是创业死路，「长尾 Agent 公司」才是机会？ 1、Bret Taylor 的履历贯穿了过往二十年的科技浪潮。在近期的访谈中，他复盘了自身以往的成功和失败的经历，并在此基础上以创业者的身份剖析了当前 AI 时代的机会，即 真正的蓝海在于能交付业务成果的 Agent，商业模式的核心将是「按成果付费」，而传统的市场 ...

Core Viewpoint - The current era is likened to a "10x speed internet bubble" driven by AI, presenting a golden opportunity for startups to challenge established giants [3][31]. Group 1: AI and Startup Opportunities - AI is creating a transformative environment similar to the advent of personal computers and the internet, allowing startups to emerge and thrive [3][15]. - The emergence of large language models represents a fundamental technological breakthrough that can reshape the economic landscape, providing startups with the chance to disrupt established players [15][32]. - The current market dynamics are characterized by explosive growth, with AI companies rapidly evolving and generating significant revenue [34][35]. Group 2: Entrepreneurial Insights - Many B2B companies' claims of being "customer-centric" are often misleading; true value is determined by financial metrics rather than superficial claims [3][21]. - Entrepreneurs should focus on understanding real customer needs rather than merely developing technology for its own sake [20][21]. - A core thesis is essential for startups; without a clear vision, it becomes challenging to interpret customer feedback and market signals [28][30]. Group 3: AI Market Segmentation - The AI market can be divided into three segments: frontier models, AI tools, and applied AI companies, each with distinct opportunities and challenges [36][38]. - Applied AI companies should avoid the costly mistake of pre-training models from scratch, as existing solutions are often more efficient and cost-effective [42]. - The future of AI development will likely involve a clear division of labor, with research focusing on foundational models and application development concentrating on building intelligent agents [42][43]. Group 4: Future of Software Development - The industry is in search of a new "LAMP" stack for AI development, similar to the foundational technologies that emerged for web development [44][47]. - The evolution of AI tools and systems will lead to more accessible and efficient development processes, akin to the advancements seen in web technologies [45][46]. Group 5: Vision and Impact - The driving force behind innovation is the desire to influence the world positively, rather than merely pursuing financial gain [48]. - The current technological revolution is seen as an opportunity to shape the future, with the potential for AI to significantly lower the cost of intelligence [49][50].

Product Overview - Quip is a smart clipboard management app for iOS and Mac [1]