The biggest alpha in AI products over the next few years is in the application layer. Models will keep getting cheaper, better and more local. The differentiation will come from deeply understanding specific user work…

AI 行业最具超额回报的机会正在从模型层转向应用层。随着模型越来越便宜、本地化程度提高,产品竞争的关键不再是调用什么模型,而是对具体用户工作流的理解与重新设计能力。








