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李开复谈AI公司ToB“项目制”顽疾：“赚钱容易，盈利很难”_我的网站

杀害班花逃15年

一 | 播放下一个打开循环播放 00:00 / 00:00 倍速 3.0X 2.0X 1.5X 1.25X 1.0X 0.75X 0.5X 多音轨 AirPlay 0 静音播放中，点击恢复音量画中画网页全屏全屏你可以刷新试试视频信息 1.33.6 播放信息上传日志调试信息 [X] 视频ID VID - 播放流水 Flowid - 播放内核 Kernel - 显示器信息 Res - 帧数 - 缓冲健康度 - 网络活动 net - 视频分辨率 - 编码 Codec - mystery mystery - 按住画面移动小窗 21世纪经济报道记者董静怡上海报道 “AI六小虎”已走出截然不同的路线。 (ECNS) -- A social media hashtag saying “It feels like all of northeast China is waiting for Aug. 7” trended Thursday, as residents looked forward to a sharp cooldown on Friday, which marks Start of Autumn (li qiu), one of China’s 24 traditional solar terms. The anticipation followed days of unusually intense heat and humidity across northeast China, conditions rarely seen in the region at this time of year. In Liaoning Province, four locations recorded highs of 41.4 degrees Celsius on Wednesday, while the province’s 15 highest readings all exceeded 40 degrees Celsius. On Thursday afternoon, parts of Liaoning were among the hottest areas in China, second only to Xinjiang. The heat has also come with exceptionally high humidity, reaching above 70% and even 90% in some places. Residents shared photos of water droplets forming on walls, damp floors and fogged-up mirrors, with some joking that northeast China was experiencing the kind of muggy weather more commonly associated with southern China. Sun Qianqian, a meteorological analyst with Weather China, said the phenomenon is not technically the same as the humid-weather pattern often seen in southern China. The dampness was mainly caused by excessive moisture in the air and high dew points, after warm, moisture-laden air had been transported northward since late July. From Friday, cooler air is expected to push south. Highs in Liaoning are forecast to fall to around 30 degrees Celsius, while parts of Heilongjiang and Jilin could cool to about 25 degrees Celsius. Nighttime temperatures will also drop sharply, with Harbin expected to see lows of around 12 degrees Celsius on Friday and Saturday. The cooling is expected to spread further south from Saturday, gradually easing the heat from the Beijing-Tianjin-Hebei region to areas south of the Yangtze River. (By Intern Yang Hongran, Zhang Dongfang) 。

二 | 智谱AI和MiniMax相继上市，智谱创始人唐杰在内部信中表示未来两年不追求短期应用变现，将攻坚AGI；MiniMax创始人闫俊杰则表示不达到AGI将不领薪资。月之暗面同样将目标设定为“超越Anthropic等前沿公司，成为世界领先的AGI公司”。

三 | 另一边，阶跃星辰直接转向了AI硬件，发布了智能体手机；百川智能则选择在医疗垂直大模型上深耕；零一万物则一门心思扑向企业AI，走向了更细分的赛道。

四 | 在WAIC 2026上，零一万物创始人兼CEO李开复向记者算了一笔账：中国目前有11家还在执着于做大模型训练的公司，扣除2家有特殊商业理由自研的，还有9家。 “如果全部是同质化的通用大模型，我觉得是不需要的。”李开复向记者表示，“除非真的是有信心或者是背水一战，天涯何处无芳草，为什么一定要选大模型？” 大背景是AI行业正在从“宏大叙事”阶段进入商业化阶段。高盛的一份报告指出，AI行业的终极赢家，将不再是那些投入资金最多的公司，而是那些在每美元AI投资中能产生最高“有用产出”的公司。但目前，大部分AI公司都还是亏钱的。亏损的原因并不复杂。李开复分析可能有几个原因：一是训练模型很贵，即便有收入也可能难以覆盖成本；二是ToC公司买流量，流量成本也把利润消耗掉了。 ToB被许多AI公司视为更有前景的方向。李开复也承认，从理论上说ToB的价值应该更大——普通用户不太可能每月花几千块钱去订阅一个Agent，而企业愿意为强化工作流或替代员工付费。但他同时坦承，中国ToB市场对项目制的依赖比较大。所谓项目制，就是客户提出需求，AI公司按需定制开发，一单一议。这种模式下，要获得收入并不难，市场上对AI有好奇心和尝试意愿的企业很多，接单总能接到。

五 | 但想要盈利，却不容易。

六 | 为了交付一个可用的产品，AI公司需要投入大量的人力进行定制开发、数据清洗、私有化部署，甚至提供驻场服务。这导致AI公司规模越大，亏损可能越严重，“做一单赔一单”。行业普遍不赚钱的根源，还是在于技术价值尚未有效转化为商业价值。客户愿意为概念买单，但未必愿意为效果持续付费。这需要AI公司在产品定义、交付模式和客户选择上做出更清醒的判断。

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Published on:07:38:45