{"id":3937,"date":"2026-10-25T23:36:27","date_gmt":"2026-10-25T15:36:27","guid":{"rendered":"https:\/\/www.shoppingguid.com\/?p=3937"},"modified":"2026-10-25T23:36:27","modified_gmt":"2026-10-25T15:36:27","slug":"a16z%e5%85%b3%e4%ba%8eai%e5%b8%82%e5%9c%ba%e7%9a%84%e6%9c%80%e6%96%b0%e6%b7%b1%e5%ba%a6%e5%88%86%e6%9e%90%ef%bc%9a%e4%bd%a0%e7%9a%84%e5%85%ac%e5%8f%b8%e8%bf%98%e5%9c%a8%e7%94%a8%e8%a1%80","status":"publish","type":"post","link":"https:\/\/www.qzjzb120.com\/?p=3937","title":{"rendered":"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f"},"content":{"rendered":"<div>\n<p dir=\"ltr\">\u4f5c\u8005\uff1a\u6df1\u601d\u5708<\/p>\n<p dir=\"ltr\">\u4f60\u6709\u6ca1\u6709\u60f3\u8fc7\uff0c\u8f6f\u4ef6\u884c\u4e1a\u53ef\u80fd\u6b63\u5728\u7ecf\u5386\u4e00\u573a\u6bd4\u4ece\u547d\u4ee4\u884c\u5230\u56fe\u5f62\u754c\u9762\u66f4\u5267\u70c8\u7684\u53d8\u9769?\u6700\u8fd1\u542c\u4e86\u4e00\u573a a16z \u7684 David George \u5206\u4eab\u7684\u5173\u4e8e AI \u5e02\u573a\u7684\u6df1\u5ea6\u5206\u6790\uff0c\u6211\u88ab\u4e00\u7ec4\u6570\u636e\u9707\u64bc\u5230\u4e86\uff1a<strong>\u6700\u5feb\u589e\u957f\u7684 AI \u516c\u53f8\u6b63\u5728\u4ee5 693% \u7684\u5e74\u589e\u957f\u7387\u6269\u5f20\uff0c\u800c\u4ed6\u4eec\u5728\u9500\u552e\u548c\u8425\u9500\u4e0a\u7684\u652f\u51fa\u5374\u8fdc\u4f4e\u4e8e\u4f20\u7edf\u8f6f\u4ef6\u516c\u53f8\u3002<\/strong>\u8fd9\u4e0d\u662f\u4e2a\u522b\u6848\u4f8b\uff0c\u6574\u4e2a AI \u516c\u53f8\u7fa4\u4f53\u7684\u589e\u957f\u901f\u5ea6\u662f\u975e AI \u516c\u53f8\u7684 2.5 \u500d\u4ee5\u4e0a\u3002\u66f4\u8ba9\u6211\u89c9\u5f97\u4e0d\u53ef\u601d\u8bae\u7684\u662f\uff0c\u8fd9\u4e9b\u516c\u53f8\u7684 ARR per FTE\uff08\u6bcf\u540d\u5458\u5de5\u7684\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\uff09\u8fbe\u5230\u4e86 50 \u4e07\u5230 100 \u4e07\u7f8e\u5143\uff0c\u800c\u4e0a\u4e00\u4ee3\u8f6f\u4ef6\u516c\u53f8\u7684\u6807\u51c6\u662f 40 \u4e07\u7f8e\u5143\u3002<\/p>\n<p dir=\"ltr\">\u8fd9\u610f\u5473\u7740\u4ec0\u4e48\uff1f\u610f\u5473\u7740\u6211\u4eec\u6b63\u5728\u89c1\u8bc1\u4e00\u4e2a\u5168\u65b0\u7684\u5546\u4e1a\u6a21\u5f0f\u8bde\u751f\uff0c\u4e00\u4e2a\u7528\u66f4\u5c11\u7684\u4eba\u3001\u66f4\u5c11\u7684\u6210\u672c\u3001\u521b\u9020\u66f4\u5927\u4ef7\u503c\u7684\u65f6\u4ee3\u3002D<\/p>\n<p dir=\"ltr\">avid George \u5728\u5206\u4eab\u4e2d\u63d0\u5230\uff0c\u8fd9\u4e0d\u662f\u4ec0\u4e48\u5c0f\u8c03\u6574\uff0c\u800c\u662f\u4e00\u573a\u5f7b\u5e95\u7684\u8303\u5f0f\u8f6c\u53d8\u3002\u90a3\u4e9b\u6838\u5fc3\u6982\u5ff5\u2014\u2014\u7248\u672c\u63a7\u5236\u3001\u6a21\u677f\u3001\u6587\u6863\uff0c\u751a\u81f3\u7528\u6237\u7684\u6982\u5ff5\u2014\u2014\u90fd\u5728\u56e0\u4e3a AI agent \u9a71\u52a8\u7684\u5de5\u4f5c\u6d41\u800c\u88ab\u91cd\u65b0\u5b9a\u4e49\u3002\u6211\u6df1\u4fe1\uff0c<strong>\u672a\u6765\u4e94\u5e74\u5185\uff0c\u90a3\u4e9b\u65e0\u6cd5\u9002\u5e94\u8fd9\u79cd\u53d8\u9769\u7684\u516c\u53f8\u5c06\u4f1a\u88ab\u5f7b\u5e95\u6dd8\u6c70\u3002<\/strong><\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028046639257.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"313\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe\" \/><\/p>\n<h3 dir=\"ltr\">AI \u516c\u53f8\u589e\u957f\u7684\u60ca\u4eba\u771f\u76f8<\/h3>\n<p dir=\"ltr\">David George \u5728\u5206\u4eab\u4e2d\u5c55\u793a\u7684\u6570\u636e\u8ba9\u6211\u91cd\u65b0\u601d\u8003\u4e86\u4ec0\u4e48\u53eb\u771f\u6b63\u7684\u589e\u957f\u30022025 \u5e74\u5bf9\u4e8e AI \u516c\u53f8\u6765\u8bf4\u662f\u4e00\u4e2a\u52a0\u901f\u589e\u957f\u7684\u5e74\u4efd\u3002\u5728\u7ecf\u5386\u4e86 2022\u30012023\u30012024 \u5e74\u56e0\u4e3a\u5229\u7387\u4e0a\u5347\u548c\u79d1\u6280\u884c\u4e1a\u6536\u7f29\u5bfc\u81f4\u7684\u589e\u957f\u653e\u7f13\u540e\uff0c2025 \u5e74\u5f7b\u5e95\u9006\u8f6c\u4e86\u8fd9\u4e2a\u8d8b\u52bf\u3002\u6700\u8ba9\u4eba\u9707\u60ca\u7684\u662f\uff0c\u6309\u7167\u4e0d\u540c\u68af\u961f\u6392\u540d\u7684\u516c\u53f8\u4e2d\uff0c\u90a3\u4e9b\u771f\u6b63\u7684\u5f02\u5e38\u503c\u516c\u53f8\uff0c\u589e\u957f\u901f\u5ea6\u7b80\u76f4\u4ee4\u4eba\u96be\u4ee5\u7f6e\u4fe1\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028046950677.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"364\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe1\" \/><\/p>\n<p dir=\"ltr\">\u6211\u770b\u5230\u8fd9\u7ec4\u6570\u636e\u65f6\u7684\u7b2c\u4e00\u53cd\u5e94\u662f\uff1a\u8fd9\u6570\u5b57\u6709\u95ee\u9898\u5427\uff1f\u8868\u73b0\u6700\u597d\u7684 AI \u516c\u53f8\u7fa4\u4f53\u540c\u6bd4\u589e\u957f 693%\u3002David \u8bf4\u4ed6\u4eec\u56e2\u961f\u4e5f\u662f\u53cd\u590d\u786e\u8ba4\u4e86\u4e09\u904d\u624d\u76f8\u4fe1\u8fd9\u4e2a\u6570\u5b57\u3002\u4f46\u8fd9\u5b8c\u5168\u7b26\u5408\u4ed6\u4eec\u4ece\u6295\u8d44\u7ec4\u5408\u516c\u53f8\u90a3\u91cc\u770b\u5230\u7684\u5b9e\u9645\u60c5\u51b5\u548c\u6848\u4f8b\u3002\u8fd9\u4e0d\u662f\u5b64\u7acb\u7684\u73b0\u8c61\uff0c\u800c\u662f\u6574\u4e2a AI \u9886\u57df\u6b63\u5728\u53d1\u751f\u7684\u7cfb\u7edf\u6027\u53d8\u5316\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028047201887.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"289\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe2\" \/><\/p>\n<p dir=\"ltr\">\u66f4\u5173\u952e\u7684\u662f\u589e\u957f\u7684\u8d28\u91cf\u3002\u4f20\u7edf\u8f6f\u4ef6\u516c\u53f8\u8981\u8fbe\u5230 1 \u4ebf\u7f8e\u5143\u7684\u5e74\u6536\u5165\u901a\u5e38\u9700\u8981\u5f88\u957f\u65f6\u95f4\uff0c\u800c\u6700\u5feb\u589e\u957f\u7684 AI \u516c\u53f8\u5230\u8fbe\u8fd9\u4e2a\u91cc\u7a0b\u7891\u7684\u901f\u5ea6\u8981\u5feb\u5f97\u591a\u3002David \u7279\u522b\u5f3a\u8c03\u4e86\u4e00\u4e2a\u975e\u5e38\u91cd\u8981\u7684\u70b9\uff1a\u8fd9\u4e0d\u662f\u56e0\u4e3a\u4ed6\u4eec\u5728\u9500\u552e\u548c\u8425\u9500\u4e0a\u82b1\u4e86\u66f4\u591a\u94b1\uff0c\u6070\u6070\u76f8\u53cd\uff0c\u6700\u5feb\u589e\u957f\u7684 AI \u516c\u53f8\u5728\u9500\u552e\u548c\u8425\u9500\u4e0a\u7684\u652f\u51fa\u5b9e\u9645\u4e0a\u6bd4\u4f20\u7edf SaaS\uff08\u8f6f\u4ef6\u5373\u670d\u52a1\uff09\u516c\u53f8\u66f4\u5c11\u3002\u4ed6\u4eec\u589e\u957f\u5f97\u66f4\u5feb\uff0c\u5374\u82b1\u5f97\u66f4\u5c11\u3002\u8fd9\u80cc\u540e\u7684\u539f\u56e0\u662f\u4ec0\u4e48\uff1f\u662f\u56e0\u4e3a\u7ec8\u7aef\u5ba2\u6237\u7684\u9700\u6c42\u6781\u5176\u5f3a\u70c8\uff0c\u4ea7\u54c1\u672c\u8eab\u6781\u5177\u5438\u5f15\u529b\u3002<\/p>\n<p dir=\"ltr\">\u6211\u89c9\u5f97\u8fd9\u63ed\u793a\u4e86\u4e00\u4e2a\u6df1\u523b\u7684\u5546\u4e1a\u903b\u8f91\u8f6c\u53d8\u3002\u8fc7\u53bb\u7684\u8f6f\u4ef6\u65f6\u4ee3\uff0c\u589e\u957f\u5f80\u5f80\u4f9d\u8d56\u4e8e\u5f3a\u5927\u7684\u9500\u552e\u56e2\u961f\u548c\u5de8\u989d\u7684\u8425\u9500\u9884\u7b97\u3002\u4f60\u9700\u8981\u6559\u80b2\u5e02\u573a\u3001\u8bf4\u670d\u5ba2\u6237\u3001\u514b\u670d\u91c7\u7528\u969c\u788d\u3002\u4f46\u5728 AI \u65f6\u4ee3\uff0c\u771f\u6b63\u4f18\u79c0\u7684\u4ea7\u54c1\u80fd\u591f\u81ea\u5df1\u8bf4\u8bdd\u3002\u5f53\u4e00\u4e2a\u4ea7\u54c1\u80fd\u591f\u7acb\u5373\u4e3a\u7528\u6237\u521b\u9020\u4ef7\u503c\uff0c\u80fd\u591f\u8ba9\u7528\u6237\u5728\u7b2c\u4e00\u6b21\u4f7f\u7528\u65f6\u5c31\u611f\u53d7\u5230\u6548\u7387\u7684\u63d0\u5347\uff0c\u5e02\u573a\u9700\u6c42\u5c31\u4f1a\u81ea\u52a8\u4ea7\u751f\u3002\u8fd9\u79cd\u7531\u4ea7\u54c1\u9a71\u52a8\u7684\u589e\u957f\u6a21\u5f0f\uff0c\u6bd4\u4f20\u7edf\u7684\u9500\u552e\u9a71\u52a8\u6a21\u5f0f\u8981\u5065\u5eb7\u5f97\u591a\uff0c\u4e5f\u53ef\u6301\u7eed\u5f97\u591a\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028047421161.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"297\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe3\" \/><\/p>\n<p dir=\"ltr\">David \u5c55\u793a\u7684\u53e6\u4e00\u7ec4\u6570\u636e\u4e5f\u5f88\u6709\u610f\u601d\u3002AI \u516c\u53f8\u7684\u6bdb\u5229\u7387\u5b9e\u9645\u4e0a\u6bd4\u4f20\u7edf\u8f6f\u4ef6\u516c\u53f8\u7565\u4f4e\u4e00\u4e9b\u3002\u4ed6\u4eec\u56e2\u961f\u7684\u770b\u6cd5\u5f88\u72ec\u7279\uff1a\u5bf9\u4e8e AI \u516c\u53f8\u6765\u8bf4\uff0c\u4f4e\u6bdb\u5229\u7387\u67d0\u79cd\u7a0b\u5ea6\u4e0a\u662f\u4e00\u79cd\u8363\u8a89\u52cb\u7ae0\u3002\u56e0\u4e3a\u5982\u679c\u4f4e\u6bdb\u5229\u7387\u662f\u7531\u9ad8\u63a8\u7406\u6210\u672c\uff08inference costs\uff09\u5bfc\u81f4\u7684\uff0c\u90a3\u8bf4\u660e\u4e24\u4ef6\u4e8b\uff1a\u7b2c\u4e00\uff0c\u4eba\u4eec\u771f\u7684\u5728\u4f7f\u7528 AI \u529f\u80fd\uff1b\u7b2c\u4e8c\uff0c\u968f\u7740\u65f6\u95f4\u63a8\u79fb\uff0c\u8fd9\u4e9b\u63a8\u7406\u6210\u672c\u4f1a\u4e0b\u964d\u3002\u6240\u4ee5\u5728\u67d0\u79cd\u7a0b\u5ea6\u4e0a\uff0c\u5982\u679c\u4ed6\u4eec\u770b\u5230\u4e00\u4e2a AI \u516c\u53f8\u7684\u6bdb\u5229\u7387\u7279\u522b\u9ad8\uff0c\u53cd\u800c\u4f1a\u6709\u70b9\u6000\u7591\uff0c\u56e0\u4e3a\u8fd9\u53ef\u80fd\u610f\u5473\u7740 AI \u529f\u80fd\u5e76\u4e0d\u662f\u5ba2\u6237\u771f\u6b63\u8d2d\u4e70\u6216\u4f7f\u7528\u7684\u4e1c\u897f\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028047736264.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"288\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe4\" \/><\/p>\n<h3 dir=\"ltr\">\u4e3a\u4ec0\u4e48 AI \u516c\u53f8\u80fd\u505a\u5230\u66f4\u9ad8\u6548<\/h3>\n<p dir=\"ltr\">\u6211\u4e00\u76f4\u5728\u601d\u8003\u4e00\u4e2a\u95ee\u9898\uff1a\u4e3a\u4ec0\u4e48\u540c\u6837\u662f\u8f6f\u4ef6\u516c\u53f8\uff0cAI \u516c\u53f8\u80fd\u591f\u7528\u66f4\u5c11\u7684\u4eba\u521b\u9020\u66f4\u591a\u7684\u6536\u5165\uff1fDavid \u5728\u5206\u4eab\u4e2d\u91cd\u70b9\u8ba8\u8bba\u4e86 ARR per FTE \u8fd9\u4e2a\u6307\u6807\uff0c\u4e5f\u5c31\u662f\u6bcf\u540d\u5168\u804c\u5458\u5de5\u521b\u9020\u7684\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\u3002\u8fd9\u4e2a\u6307\u6807\u5b9e\u9645\u4e0a\u662f\u8861\u91cf\u516c\u53f8\u6574\u4f53\u8fd0\u8425\u6548\u7387\u7684\u4e00\u4e2a\u7efc\u5408\u6307\u6807\uff0c\u5b83\u4e0d\u4ec5\u5305\u62ec\u9500\u552e\u548c\u8425\u9500\u6548\u7387\uff0c\u8fd8\u5305\u62ec\u7ba1\u7406\u6210\u672c\u548c\u7814\u53d1\u6210\u672c\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028048005613.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"319\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe5\" \/><\/p>\n<p dir=\"ltr\">\u6700\u4f18\u79c0\u7684 AI \u516c\u53f8\u7684 ARR per FTE \u8fbe\u5230\u4e86 50 \u4e07\u5230 100 \u4e07\u7f8e\u5143\uff0c\u800c\u4e0a\u4e00\u4ee3\u8f6f\u4ef6\u516c\u53f8\u7684\u6807\u51c6\u5927\u7ea6\u662f 40 \u4e07\u7f8e\u5143\u3002\u8fd9\u770b\u8d77\u6765\u53ef\u80fd\u53ea\u662f\u4e00\u4e2a\u6570\u5b57\u4e0a\u7684\u5dee\u5f02\uff0c\u4f46\u80cc\u540e\u53cd\u6620\u7684\u662f\u5b8c\u5168\u4e0d\u540c\u7684\u5546\u4e1a\u6a21\u5f0f\u548c\u8fd0\u8425\u65b9\u5f0f\u3002David \u8ba4\u4e3a\uff0c\u9020\u6210\u8fd9\u79cd\u5dee\u5f02\u7684\u4e3b\u8981\u539f\u56e0\u662f\u5e02\u573a\u5bf9\u8fd9\u4e9b\u4ea7\u54c1\u7684\u9700\u6c42\u975e\u5e38\u5f3a\u70c8\uff0c\u6240\u4ee5\u4ed6\u4eec\u9700\u8981\u66f4\u5c11\u7684\u8d44\u6e90\u5c31\u80fd\u5c06\u4ea7\u54c1\u63a8\u5411\u5e02\u573a\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028048245604.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"292\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe6\" \/><\/p>\n<p dir=\"ltr\">\u4f46\u6211\u89c9\u5f97\u8fd9\u53ea\u662f\u8868\u9762\u539f\u56e0\u3002\u66f4\u6df1\u5c42\u7684\u539f\u56e0\u662f\uff0cAI \u516c\u53f8\u4ece\u4e00\u5f00\u59cb\u5c31\u88ab\u8feb\u4ee5\u4e0d\u540c\u7684\u65b9\u5f0f\u601d\u8003\u5982\u4f55\u8fd0\u8425\u3002\u4ed6\u4eec\u6ca1\u6709\u9009\u62e9\uff0c\u5fc5\u987b\u7528 AI \u6765\u91cd\u65b0\u8bbe\u8ba1\u4ed6\u4eec\u7684\u5185\u90e8\u6d41\u7a0b\u3001\u4ea7\u54c1\u5f00\u53d1\u65b9\u5f0f\u3001\u5ba2\u6237\u652f\u6301\u7cfb\u7edf\u3002\u8fd9\u79cd\u88ab\u8feb\u7684\u521b\u65b0\u53cd\u800c\u8ba9\u4ed6\u4eec\u627e\u5230\u4e86\u4e00\u79cd\u66f4\u9ad8\u6548\u7684\u5546\u4e1a\u6a21\u5f0f\u3002<\/p>\n<p dir=\"ltr\">David \u5206\u4eab\u4e86\u4e00\u4e2a\u7279\u522b\u751f\u52a8\u7684\u4f8b\u5b50\u3002\u4ed6\u8bf4\u6700\u8fd1\u5728\u548c\u4e00\u5bb6\u516c\u53f8\u7684\u521b\u59cb\u4eba\u804a\u5929\uff0c\u8fd9\u4e2a\u521b\u59cb\u4eba\u5bf9\u4ed6\u4eec\u67d0\u4e2a\u4ea7\u54c1\u7684\u8fdb\u5ea6\u611f\u5230\u4e0d\u6ee1\u610f\uff0c\u4e8e\u662f\u4ed6\u76f4\u63a5\u5b89\u6392\u4e86\u4e24\u4e2a\u5728 AI \u65b9\u9762\u5f88\u6df1\u5165\u7684\u5de5\u7a0b\u5e08\uff0c\u8ba9\u4ed6\u4eec\u7528 Claude Code\u3001Cursor \u8fd9\u4e9b\u6700\u65b0\u7684\u7f16\u7a0b\u5de5\u5177\u4ece\u5934\u5f00\u59cb\u91cd\u5efa\u8fd9\u4e2a\u4ea7\u54c1\uff0c\u5e76\u4e14\u7ed9\u4e86\u4ed6\u4eec\u65e0\u9650\u7684\u7f16\u7a0b\u5de5\u5177\u9884\u7b97\u3002\u7ed3\u679c\u5462\uff1f\u8fd9\u4f4d\u521b\u59cb\u4eba\u8bf4\uff0c\u4ed6\u8ba4\u4e3a\u8fdb\u5ea6\u6bd4\u4e4b\u524d\u5feb\u4e86 10 \u5230 20 \u500d\u3002\u800c\u4e14\u8fd9\u4e9b\u5de5\u5177\u4ea7\u751f\u7684\u8d26\u5355\u9ad8\u5230\u8ba9\u4ed6\u5f00\u59cb\u91cd\u65b0\u601d\u8003\u6574\u4e2a\u7ec4\u7ec7\u5e94\u8be5\u662f\u4ec0\u4e48\u6837\u5b50\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028048464575.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"361\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe7\" \/><\/p>\n<p dir=\"ltr\">\u8fd9\u4e2a\u4f8b\u5b50\u8ba9\u6211\u5370\u8c61\u6df1\u523b\u7684\u5730\u65b9\u5728\u4e8e\uff0c\u8fd9\u4e0d\u662f\u6e10\u8fdb\u5f0f\u6539\u8fdb\uff0c\u800c\u662f\u6570\u91cf\u7ea7\u7684\u8dc3\u5347\u300210 \u5230 20 \u500d\u7684\u901f\u5ea6\u63d0\u5347\u610f\u5473\u7740\u4ec0\u4e48\uff1f\u610f\u5473\u7740\u539f\u672c\u9700\u8981\u4e00\u5e74\u5b8c\u6210\u7684\u9879\u76ee\uff0c\u73b0\u5728\u53ef\u80fd\u53ea\u9700\u8981\u4e00\u4e24\u4e2a\u6708\u3002\u8fd9\u79cd\u901f\u5ea6\u5dee\u5f02\u4f1a\u5728\u7ade\u4e89\u4e2d\u4ea7\u751f\u51b3\u5b9a\u6027\u7684\u5f71\u54cd\u3002\u8fd9\u4f4d\u521b\u59cb\u4eba\u7684\u7ed3\u8bba\u662f\uff1a\u6211\u9700\u8981\u8ba9\u6574\u4e2a\u4ea7\u54c1\u548c\u5de5\u7a0b\u56e2\u961f\u90fd\u4ee5\u8fd9\u79cd\u65b9\u5f0f\u5de5\u4f5c\uff0c\u800c\u4e14\u6211\u8ba4\u4e3a\u8fd9\u4f1a\u5728\u672a\u6765 12 \u4e2a\u6708\u5185\u53d1\u751f\u3002\u4f46\u8fd9\u4e5f\u610f\u5473\u7740\u56e2\u961f\u7684\u7ec4\u7ec7\u7ed3\u6784\u4f1a\u53d1\u751f\u6839\u672c\u6027\u53d8\u5316\u3002\u4ea7\u54c1\u3001\u5de5\u7a0b\u3001\u8bbe\u8ba1\u7684\u8fb9\u754c\u5728\u54ea\u91cc\uff1f\u8fd9\u4e9b\u95ee\u9898\u90fd\u9700\u8981\u91cd\u65b0\u5b9a\u4e49\u3002<\/p>\n<p dir=\"ltr\">\u6211\u8ba4\u4e3a 2024 \u5e74 12 \u6708\u662f\u7f16\u7a0b\u9886\u57df\u7684\u4e00\u4e2a\u8f6c\u6298\u70b9\u3002David \u4e5f\u6709\u540c\u6837\u7684\u611f\u53d7\u3002\u4ed6\u8bf4\u611f\u89c9\u5728\u90a3\u4e2a\u65f6\u95f4\u70b9\u4e0a\uff0c\u7f16\u7a0b\u5de5\u5177\u53d1\u751f\u4e86\u8d28\u7684\u98de\u8dc3\u3002\u63a5\u4e0b\u6765\u7684 12 \u4e2a\u6708\uff0c\u8fd9\u79cd\u53d8\u5316\u8981\u4e48\u4f1a\u5728\u516c\u53f8\u4e2d\u771f\u6b63\u843d\u5730\u751f\u6839\uff0c\u8981\u4e48\u90a3\u4e9b\u6ca1\u6709\u91c7\u7528\u7684\u516c\u53f8\u5c31\u4f1a\u6bd4\u540c\u884c\u6162\u5f97\u591a\u3002\u8fd9\u4e0d\u662f\u5371\u8a00\u8038\u542c\uff0c\u800c\u662f\u73b0\u5b9e\u3002<\/p>\n<h3 dir=\"ltr\">\u9002\u5e94 AI \u8fd8\u662f\u88ab\u6dd8\u6c70<\/h3>\n<p dir=\"ltr\">David \u5728\u5206\u4eab\u4e2d\u63d0\u5230\u4e86\u4e00\u4e2a\u975e\u5e38\u4e25\u5cfb\u7684\u89c2\u70b9\uff1a\u5bf9\u4e8e\u90a3\u4e9b\u5728 AI \u65f6\u4ee3\u4e4b\u524d\u521b\u7acb\u7684\u516c\u53f8\u6765\u8bf4\uff0c\u8981\u4e48\u9002\u5e94 AI \u65f6\u4ee3\uff0c\u8981\u4e48\u6b7b\u4ea1\u3002\u8fd9\u4e2a\u8bf4\u6cd5\u542c\u8d77\u6765\u5f88\u6781\u7aef\uff0c\u4f46\u6211\u5b8c\u5168\u540c\u610f\u3002\u800c\u4e14\u8fd9\u79cd\u9002\u5e94\u9700\u8981\u5728\u4e24\u4e2a\u5c42\u9762\u540c\u65f6\u8fdb\u884c\uff1a\u524d\u7aef\u548c\u540e\u7aef\u3002<\/p>\n<p dir=\"ltr\">\u5728\u524d\u7aef\uff0c\u516c\u53f8\u9700\u8981\u601d\u8003\u5982\u4f55\u5c06 AI \u539f\u751f\u5730\u6574\u5408\u5230\u4ea7\u54c1\u4e2d\uff0c\u800c\u4e0d\u4ec5\u4ec5\u662f\u5728\u73b0\u6709\u5de5\u4f5c\u6d41\u7a0b\u4e2d\u52a0\u4e00\u4e2a\u804a\u5929\u673a\u5668\u4eba\u3002\u8fd9\u9700\u8981\u91cd\u65b0\u60f3\u8c61\u5728\u6709\u4e86 AI \u4e4b\u540e\u4ea7\u54c1\u80fd\u505a\u4ec0\u4e48\uff0c\u5e76\u4e14\u8981\u6fc0\u8fdb\u5730\u98a0\u8986\u81ea\u5df1\u3001\u505a\u51fa\u6539\u53d8\u3002David \u5206\u4eab\u4e86\u51e0\u4e2a\u5f88\u6709\u610f\u601d\u7684\u4f8b\u5b50\u3002\u6709\u4e00\u5bb6 pre-AI \u65f6\u4ee3\u7684\u8f6f\u4ef6\u516c\u53f8\uff0cCEO \u5df2\u7ecf\u5b8c\u5168\u88ab AI \u7406\u5ff5\u6240\u8f6c\u5316\uff0c\u4ed6\u8bf4\uff1a\u6211\u4eec\u8981\u6210\u4e3a\u4e00\u4e2a AI \u4ea7\u54c1\u3002\u6211\u4eec\u8981\u8ba9\u4ea7\u54c1\u80fd\u591f\u8bf4\uff0c\u4f60\u7684\u5458\u5de5\u73b0\u5728\u53d8\u6210\u4e86\u4f60\u7684 AI agent\u3002\u4f60\u6709\u591a\u5c11\u4e2a agent\uff1f\u8fd9\u4e9b\u662f\u4ed6\u73b0\u5728\u8c08\u8bba\u7684\u8bdd\u9898\u3002<\/p>\n<p dir=\"ltr\">\u8fd8\u6709\u4e00\u4e2a\u66f4\u6781\u7aef\u7684\u4f8b\u5b50\u3002\u6709\u4e2a CEO \u8bf4\uff0c\u5bf9\u4e8e\u6211\u4eec\u73b0\u5728\u9700\u8981\u5b8c\u6210\u7684\u6bcf\u4e00\u9879\u4efb\u52a1\uff0c\u6211\u90fd\u4f1a\u95ee\u4e00\u4e2a\u95ee\u9898\uff1a\u6211\u80fd\u7528\u7535\u6765\u505a\u8fd9\u4ef6\u4e8b\uff0c\u8fd8\u662f\u5fc5\u987b\u7528\u8840\u6765\u505a\uff1f\u8fd9\u662f\u4e00\u79cd\u6781\u7aef\u7684\u601d\u7ef4\u8f6c\u53d8\u3002\u7528\u7535\u6307\u7684\u662f\u7528 AI \u548c\u81ea\u52a8\u5316\uff0c\u7528\u8840\u6307\u7684\u662f\u7528\u4eba\u529b\u3002\u8fd9\u79cd\u601d\u7ef4\u65b9\u5f0f\u7684\u8f6c\u53d8\u975e\u5e38\u6df1\u523b\uff0c\u5b83\u8feb\u4f7f\u4f60\u91cd\u65b0\u5ba1\u89c6\u516c\u53f8\u7684\u6bcf\u4e00\u4e2a\u6d41\u7a0b\u3001\u6bcf\u4e00\u9879\u4efb\u52a1\u3002<\/p>\n<p dir=\"ltr\">\u5728\u540e\u7aef\uff0c\u516c\u53f8\u9700\u8981\u5b8c\u5168\u91c7\u7528\u6700\u65b0\u7684\u7f16\u7a0b\u6a21\u578b\u548c\u5de5\u5177\u3002\u6240\u6709\u5f00\u53d1\u4eba\u5458\u90fd\u5e94\u8be5\u4f7f\u7528\u6700\u65b0\u7684\u7f16\u7a0b\u8f85\u52a9\u5de5\u5177\uff0c\u6bcf\u4e2a\u804c\u80fd\u90e8\u95e8\u90fd\u5e94\u8be5\u4f7f\u7528\u6700\u65b0\u7684\u5de5\u5177\u3002\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u7f16\u7a0b\u9886\u57df\u7684\u91c7\u7528\u7387\u6700\u9ad8\uff0c\u8fd9\u4e5f\u662f\u770b\u5230\u6700\u5927\u98de\u8dc3\u7684\u5730\u65b9\u3002\u4f46\u8fd9\u79cd\u53d8\u5316\u6b63\u5728\u6269\u6563\u5230\u5176\u4ed6\u804c\u80fd\u90e8\u95e8\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028048803566.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"377\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe8\" \/><\/p>\n<p dir=\"ltr\">David \u63d0\u5230\uff0c\u5bf9\u4e8e\u90a3\u4e9b pre-AI \u516c\u53f8\u6765\u8bf4\uff0c\u597d\u6d88\u606f\u662f\u5546\u4e1a\u6a21\u5f0f\u7684\u6f14\u53d8\u8fd8\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\u3002\u6700\u5177\u7834\u574f\u6027\u7684\u60c5\u51b5\u662f\u6280\u672f\u548c\u4ea7\u54c1\u53d1\u751f\u8f6c\u53d8\uff0c\u540c\u65f6\u5546\u4e1a\u6a21\u5f0f\u4e5f\u53d1\u751f\u8f6c\u53d8\u3002\u73b0\u5728\u6280\u672f\u548c\u4ea7\u54c1\u786e\u5b9e\u5728\u53d1\u751f\u5267\u53d8\uff0c\u4f46\u5546\u4e1a\u6a21\u5f0f\u7684\u8f6c\u53d8\u8fd8\u6ca1\u6709\u5b8c\u5168\u5c55\u5f00\u3002<\/p>\n<p dir=\"ltr\">\u4ed6\u628a\u5546\u4e1a\u6a21\u5f0f\u770b\u4f5c\u4e00\u4e2a\u5149\u8c31\u3002\u6700\u5de6\u8fb9\u662f\u8bb8\u53ef\u8bc1\u6a21\u5f0f\uff08licenses\uff09\uff0c\u8fd9\u662f pre-SaaS \u65f6\u4ee3\u7684\u8bb8\u53ef\u8bc1\u548c\u7ef4\u62a4\u6a21\u5f0f\u3002\u7136\u540e\u662f SaaS \u548c\u8ba2\u9605\u6a21\u5f0f\uff0c\u901a\u5e38\u57fa\u4e8e\u5e2d\u4f4d\u6536\u8d39\uff0c\u8fd9\u662f\u4e00\u4e2a\u91cd\u5927\u521b\u65b0\uff0c\u975e\u5e38\u5177\u6709\u7834\u574f\u6027\u3002\u4f60\u53ef\u4ee5\u770b\u770b Adobe \u5728\u7ecf\u5386\u8fd9\u4e2a\u8f6c\u53d8\u65f6\u53d1\u751f\u4e86\u4ec0\u4e48\u3002\u7136\u540e\u662f\u57fa\u4e8e\u6d88\u8d39\u7684\u6a21\u5f0f\uff08consumption-based\uff09\uff0c\u4e5f\u5c31\u662f\u57fa\u4e8e\u4f7f\u7528\u91cf\u7684\u6a21\u5f0f\uff0c\u8fd9\u662f\u4e91\u670d\u52a1\u7684\u6536\u8d39\u65b9\u5f0f\uff0c\u5f88\u591a\u57fa\u4e8e\u4efb\u52a1\u91cf\u7684\u4e1a\u52a1\u5df2\u7ecf\u4ece\u57fa\u4e8e\u5e2d\u4f4d\u8f6c\u5411\u4e86\u57fa\u4e8e\u6d88\u8d39\u3002<\/p>\n<p dir=\"ltr\">\u4e0b\u4e00\u4e2a\u9636\u6bb5\u5c06\u662f\u57fa\u4e8e\u7ed3\u679c\u7684\u6a21\u5f0f\uff08outcome-based\uff09\u3002\u5f53\u4f60\u5b8c\u6210\u4e00\u9879\u4efb\u52a1\uff0c\u7406\u60f3\u60c5\u51b5\u4e0b\u662f\u6210\u529f\u5b8c\u6210\u4e00\u9879\u4efb\u52a1\u65f6\uff0c\u4f60\u4f1a\u6839\u636e\u4efb\u52a1\u7684\u6210\u529f\u5b8c\u6210\u6765\u6536\u8d39\u3002\u76ee\u524d\u552f\u4e00\u771f\u6b63\u53ef\u4ee5\u5b9e\u73b0\u8fd9\u79cd\u6a21\u5f0f\u7684\u9886\u57df\u53ef\u80fd\u662f\u5ba2\u6237\u652f\u6301\u548c\u5ba2\u6237\u6210\u529f\uff0c\u56e0\u4e3a\u4f60\u53ef\u4ee5\u5ba2\u89c2\u5730\u8861\u91cf\u95ee\u9898\u7684\u89e3\u51b3\u3002\u4f46\u968f\u7740\u6a21\u578b\u80fd\u529b\u7684\u63d0\u5347\uff0c\u5982\u679c\u9664\u4e86\u5ba2\u6237\u652f\u6301\u4e4b\u5916\u7684\u5176\u4ed6\u804c\u80fd\u4e5f\u80fd\u8861\u91cf\u8fd9\u7c7b\u7ed3\u679c\uff0c\u90a3\u5c06\u662f\u5bf9\u73b0\u6709\u516c\u53f8\u7684\u5de8\u5927\u7834\u574f\u529b\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028049088282.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"335\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe9\" \/><\/p>\n<p dir=\"ltr\">\u6211\u89c9\u5f97\u8fd9\u4e2a\u6f14\u53d8\u8def\u5f84\u975e\u5e38\u6709\u6d1e\u5bdf\u529b\u3002\u4ece\u8bb8\u53ef\u8bc1\u5230\u8ba2\u9605\uff0c\u4ece\u8ba2\u9605\u5230\u6d88\u8d39\uff0c\u4ece\u6d88\u8d39\u5230\u7ed3\u679c\uff0c\u6bcf\u4e00\u6b21\u8f6c\u53d8\u90fd\u662f\u5bf9\u524d\u4e00\u4ee3\u5546\u4e1a\u6a21\u5f0f\u7684\u98a0\u8986\u3002\u800c\u6211\u4eec\u73b0\u5728\u6b63\u5904\u5728\u4ece\u6d88\u8d39\u5230\u7ed3\u679c\u7684\u8f6c\u53d8\u524d\u591c\u3002\u4e00\u65e6 AI agent \u80fd\u591f\u53ef\u9760\u5730\u5b8c\u6210\u4efb\u52a1\u5e76\u53ef\u4ee5\u88ab\u5ba2\u89c2\u8bc4\u4f30\uff0c\u57fa\u4e8e\u7ed3\u679c\u7684\u5b9a\u4ef7\u6a21\u5f0f\u5c31\u4f1a\u6210\u4e3a\u4e3b\u6d41\u3002\u5230\u90a3\u65f6\uff0c\u90a3\u4e9b\u8fd8\u5728\u6309\u5e2d\u4f4d\u6536\u8d39\u7684\u516c\u53f8\u5c06\u4f1a\u53d1\u73b0\u81ea\u5df1\u5b8c\u5168\u5931\u53bb\u4e86\u7ade\u4e89\u529b\u3002<\/p>\n<h3 dir=\"ltr\">\u5927\u516c\u53f8\u7684 AI \u91c7\u7528\u56f0\u5883<\/h3>\n<p dir=\"ltr\">\u5173\u4e8e Fortune 500 \u516c\u53f8\u91c7\u7528 AI \u7684\u60c5\u51b5\uff0cDavid \u7684\u89c2\u5bdf\u975e\u5e38\u6709\u610f\u601d\u3002\u4ed6\u8bf4\uff0c\u4ed6\u4ece\u8fd9\u4e9b\u5927\u516c\u53f8 CEO \u90a3\u91cc\u542c\u5230\u7684\u548c\u5b9e\u9645\u53d1\u751f\u7684\u4e8b\u60c5\u4e4b\u95f4\u5b58\u5728\u5de8\u5927\u5dee\u8ddd\u3002CEO \u4eec\u90fd\u5728\u8bf4\uff1a\u6211\u4eec\u5fc5\u987b\u9002\u5e94\uff0c\u6211\u4eec\u8feb\u5207\u60f3\u4e86\u89e3\u9700\u8981\u54ea\u4e9b AI \u5de5\u5177\uff0c\u6211\u4eec\u5df2\u7ecf\u51c6\u5907\u597d\u6539\u53d8\uff0c\u6211\u4eec\u7684\u4e1a\u52a1\u5c06\u5168\u9762\u63a8\u51fa\u8fd9\u4e9b\u5de5\u5177\uff0c\u6211\u4eec\u8981\u6210\u4e3a AI \u516c\u53f8\u3002<\/p>\n<p dir=\"ltr\">\u4f46\u5b9e\u9645\u53d1\u751f\u7684\u60c5\u51b5\u5374\u5b8c\u5168\u4e0d\u540c\u3002\u8fd9\u79cd\u601d\u7ef4\u65b9\u5f0f\u548c\u5b9e\u9645\u4e1a\u52a1\u53d8\u5316\u4e4b\u95f4\u6700\u5927\u7684\u8131\u8282\u5728\u4e8e\uff1a\u53d8\u9769\u7ba1\u7406\u592a\u96be\u4e86\u3002\u5373\u4f7f\u53ea\u662f\u8ba9\u4eba\u4eec\u4f7f\u7528 AI \u52a9\u624b\u6765\u5e2e\u52a9\u4ed6\u4eec\u66f4\u597d\u5730\u5b8c\u6210\u5de5\u4f5c\uff0c\u90fd\u5df2\u7ecf\u591f\u96be\u4e86\u3002\u81f3\u4e8e\u5b9e\u9645\u7684\u4e1a\u52a1\u7ba1\u7406\u3001\u6539\u53d8\u4e1a\u52a1\u6d41\u7a0b\u3001\u53d8\u9769\u7ba1\u7406\uff0c\u8fd9\u4e9b\u90fd\u6781\u5176\u56f0\u96be\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028049333401.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"305\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe10\" \/><\/p>\n<p dir=\"ltr\">David \u8bf4\u4ed6\u5e76\u4e0d\u60ca\u8bb6\u5e02\u573a\u4e0a\u6709\u4e9b\u4f20\u8a00\u8bf4\u4e8b\u60c5\u8fdb\u5c55\u5f97\u6bd4\u9884\u671f\u6162\u3002\u4f46\u5bf9\u4e8e\u90a3\u4e9b\u771f\u6b63\u5168\u9762\u62e5\u62b1 AI \u5e76\u4e14\u77e5\u9053\u8be5\u505a\u4ec0\u4e48\u7684\u6700\u4f18\u79c0\u516c\u53f8\u6765\u8bf4\uff0c\u5df2\u7ecf\u4ea7\u751f\u4e86\u5de8\u5927\u7684\u5546\u4e1a\u5f71\u54cd\u3002\u4ed6\u4e3e\u4e86\u51e0\u4e2a\u5177\u4f53\u7684\u4f8b\u5b50\uff1aChime \u8bf4\u4ed6\u4eec\u51cf\u5c11\u4e86 60% \u7684\u652f\u6301\u6210\u672c\uff1bRocket Mortgage \u8bf4\u4ed6\u4eec\u5728\u627f\u4fdd\u65b9\u9762\u8282\u7701\u4e86 110 \u4e07\u5c0f\u65f6\uff0c\u540c\u6bd4\u589e\u957f 6 \u500d\uff0c\u76f8\u5f53\u4e8e\u6bcf\u5e74\u8282\u7701 4000 \u4e07\u7f8e\u5143\u7684\u8fd0\u8425\u6210\u672c\u3002<\/p>\n<p dir=\"ltr\">\u6211\u8ba4\u4e3a\u8fd9\u63ed\u793a\u4e86\u4e00\u4e2a\u5173\u952e\u95ee\u9898\uff1a\u610f\u613f\u548c\u80fd\u529b\u4e4b\u95f4\u7684\u9e3f\u6c9f\u3002\u5927\u516c\u53f8\u7684 CEO \u4eec\u90fd\u6709\u610f\u613f\u53bb\u62e5\u62b1 AI\uff0c\u4f46\u662f\u5426\u6709\u80fd\u529b\u53bb\u5b9e\u65bd\u662f\u53e6\u4e00\u56de\u4e8b\u3002\u53d8\u9769\u7ba1\u7406\u7684\u96be\u5ea6\u5e38\u5e38\u88ab\u4f4e\u4f30\u3002\u8fd9\u4e0d\u4ec5\u4ec5\u662f\u4e70\u4e00\u4e9b\u5de5\u5177\u6216\u8005\u96c7\u4e00\u4e9b AI \u5de5\u7a0b\u5e08\u7684\u95ee\u9898\uff0c\u800c\u662f\u9700\u8981\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u516c\u53f8\u7684\u6d41\u7a0b\u3001\u6587\u5316\u3001\u7ec4\u7ec7\u7ed3\u6784\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028049564024.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"312\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe11\" \/><\/p>\n<p dir=\"ltr\">\u800c\u4e14\u5f88\u591a\u5927\u516c\u53f8\u9700\u8981\u5148\u8c03\u6574\u81ea\u5df1\u7684\u4e1a\u52a1\uff0c\u8ba9\u5b83\u4e3a AI \u505a\u597d\u51c6\u5907\u3002\u4f7f\u7528\u804a\u5929\u673a\u5668\u4eba\u662f\u4e00\u56de\u4e8b\uff0c\u80fd\u83b7\u5f97\u591a\u5c11\u751f\u4ea7\u529b\u63d0\u5347\u53ef\u80fd\u4e0d\u591a\u3002\u4f46\u5982\u679c\u4f60\u5fc5\u987b\u5b8c\u5168\u6539\u9020\u4f60\u7684\u7cfb\u7edf\u3001\u4fe1\u606f\u548c\u540e\u7aef\u4ee5\u9002\u5e94 AI\uff0c\u5f88\u591a\u5de5\u4f5c\u53ef\u80fd\u662f\u6f5c\u5728\u7684\uff0c\u6b63\u5728\u79ef\u7d2f\u4e2d\uff0c\u8fd8\u6ca1\u6709\u770b\u5230\u76f8\u5173\u7684\u7ed3\u679c\u3002<\/p>\n<p dir=\"ltr\">David \u9884\u6d4b\uff0c\u63a5\u4e0b\u6765\u7684 12 \u4e2a\u6708\u5c06\u4f1a\u975e\u5e38\u6709\u610f\u601d\u3002\u4ed6\u8ba4\u4e3a\u6211\u4eec\u4f1a\u770b\u5230\u66f4\u591a\u7684\u6848\u4f8b\uff0c\u4f46\u4f1a\u6709\u516c\u53f8\u80fd\u641e\u5b9a\uff0c\u4e5f\u4f1a\u6709\u516c\u53f8\u641e\u4e0d\u5b9a\u3002\u90a3\u4e9b\u80fd\u641e\u5b9a\u7684\u516c\u53f8\u5c06\u4f1a\u83b7\u5f97\u5de8\u5927\u7684\u751f\u4ea7\u529b\u4f18\u52bf\uff0c\u800c\u90a3\u4e9b\u641e\u4e0d\u5b9a\u7684\u516c\u53f8\u5c06\u4f1a\u5904\u4e8e\u5de8\u5927\u7684\u52a3\u52bf\u3002\u6211\u8ba4\u4e3a\u8fd9\u79cd\u5206\u5316\u4f1a\u6bd4\u4eba\u4eec\u60f3\u8c61\u7684\u6765\u5f97\u66f4\u5feb\u3001\u66f4\u5267\u70c8\u3002<\/p>\n<h3 dir=\"ltr\">Model Busters \u548c\u5e02\u573a\u7684\u672a\u6765<\/h3>\n<p dir=\"ltr\">David \u5728\u5206\u4eab\u4e2d\u63d0\u5230\u4e86\u4e00\u4e2a\u6211\u89c9\u5f97\u7279\u522b\u6709\u6d1e\u5bdf\u529b\u7684\u6982\u5ff5\uff1aModel Busters\u3002\u8fd9\u662f\u6307\u90a3\u4e9b\u589e\u957f\u901f\u5ea6\u548c\u6301\u7eed\u65f6\u95f4\u8fdc\u8fdc\u8d85\u51fa\u4efb\u4f55\u4eba\u5728\u4efb\u4f55\u60c5\u5883\u4e0b\u6240\u80fd\u9884\u6d4b\u7684\u516c\u53f8\u3002iPhone \u662f\u8fd9\u4e2a\u6982\u5ff5\u7684\u7ecf\u5178\u6848\u4f8b\u3002\u5982\u679c\u4f60\u770b iPhone \u53d1\u5e03\u524d\u7684\u5171\u8bc6\u9884\u6d4b\uff0c\u548c 4-5 \u5e74\u540e\u7684\u5b9e\u9645\u8868\u73b0\uff0c\u5171\u8bc6\u9884\u6d4b\u504f\u79bb\u4e86 3 \u500d\u3002\u800c\u8fd9\u662f\u5168\u4e16\u754c\u6700\u53d7\u5173\u6ce8\u7684\u516c\u53f8\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028049804613.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"337\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe12\" \/><\/p>\n<p dir=\"ltr\">David \u8ba4\u4e3a\uff0cAI \u5c06\u4f1a\u662f\u4ed6\u804c\u4e1a\u751f\u6daf\u4e2d\u89c1\u8fc7\u7684\u6700\u5927\u7684 Model Buster\u3002\u8bb8\u591a AI \u9886\u57df\u7684\u516c\u53f8\u8868\u73b0\u5c06\u4f1a\u5927\u5e45\u8d85\u51fa\u4efb\u4f55\u7535\u5b50\u8868\u683c\u4e2d\u7684\u9884\u671f\u3002\u8fd9\u4e2a\u89c2\u70b9\u6211\u975e\u5e38\u8ba4\u540c\u3002\u5f53\u4e00\u4e2a\u6280\u672f\u5e73\u53f0\u5e26\u6765\u7684\u4e0d\u662f\u6e10\u8fdb\u5f0f\u6539\u8fdb\uff0c\u800c\u662f\u6570\u91cf\u7ea7\u7684\u8dc3\u5347\u65f6\uff0c\u4f20\u7edf\u7684\u9884\u6d4b\u6a21\u578b\u5c31\u4f1a\u5931\u6548\u3002<\/p>\n<p dir=\"ltr\">\u4ed6\u63d0\u5230\uff0c\u79d1\u6280\u672c\u8eab\u5c31\u662f\u4e00\u79cd Model Buster\u3002\u4f46\u81ea 2010 \u5e74\u4ee5\u6765\uff0c\u79d1\u6280\u4ee5\u524d\u6240\u672a\u6709\u7684\u901f\u5ea6\u548c\u89c4\u6a21\u63d0\u4f9b\u4e86\u9ad8\u5229\u6da6\u7387\u7684\u6536\u5165\u3002\u6240\u4ee5\u5b83\u65e9\u671f\u770b\u8d77\u6765\u603b\u662f\u5f88\u8d35\uff0c\u4f46\u53cd\u590d\u51fa\u73b0\u8d85\u9884\u671f\u7684\u8868\u73b0\uff0c\u521b\u9020\u7684\u4ef7\u503c\u8fdc\u8fdc\u8d85\u8fc7\u6240\u9700\u7684\u8d44\u672c\u3002\u4ed6\u6ca1\u6709\u7406\u7531\u8ba4\u4e3a\u8fd9\u6b21\u4f1a\u6709\u4ec0\u4e48\u4e0d\u540c\u3002<\/p>\n<p dir=\"ltr\">\u5728\u8d44\u672c\u652f\u51fa\u65b9\u9762\uff0cDavid \u5c55\u793a\u7684\u6570\u636e\u4e5f\u5f88\u6709\u610f\u601d\u3002\u76f8\u6bd4\u4e8e\u4e92\u8054\u7f51\u6ce1\u6cab\u65f6\u671f\uff0c\u73b0\u5728\u7684\u8d44\u672c\u652f\u51fa\u5b9e\u9645\u4e0a\u662f\u7531\u73b0\u91d1\u6d41\u652f\u6491\u7684\uff0c\u800c\u4e14\u8d44\u672c\u652f\u51fa\u5360\u6536\u5165\u7684\u767e\u5206\u6bd4\u8981\u4f4e\u5f97\u591a\u3002\u627f\u62c5\u6700\u5927\u8d44\u672c\u652f\u51fa\u8d1f\u62c5\u7684\u662f\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\uff08hyperscalers\uff09\uff0c\u800c\u8fd9\u4e9b\u516c\u53f8\u662f\u6709\u53f2\u4ee5\u6765\u6700\u4f18\u79c0\u7684\u5546\u4e1a\u516c\u53f8\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028050037659.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"332\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe13\" \/><\/p>\n<p dir=\"ltr\">David \u7279\u522b\u63d0\u5230\uff0c\u4f5c\u4e3a\u6295\u8d44\u7ec4\u5408\u516c\u53f8\uff0c\u4ed6\u4eec\u975e\u5e38\u6b22\u8fce\u8fd9\u79cd\u8d44\u672c\u652f\u51fa\u3002\u4ed6\u8bf4\uff1a\u5c3d\u53ef\u80fd\u591a\u5730\u5efa\u8bbe\u5bb9\u91cf\uff0c\u4e3a\u8bad\u7ec3\u548c\u63a8\u7406\u63d0\u4f9b\u5c3d\u53ef\u80fd\u591a\u7684\u4f9b\u5e94\uff0c\u8fd9\u662f\u975e\u5e38\u597d\u7684\u4e8b\u60c5\u3002\u800c\u4e14\u627f\u62c5\u5927\u90e8\u5206\u8d1f\u62c5\u7684\u662f\u90a3\u4e9b\u53f2\u4e0a\u6700\u4f18\u79c0\u7684\u5546\u4e1a\u516c\u53f8\u3002<\/p>\n<p dir=\"ltr\">\u4ed6\u4eec\u5f00\u59cb\u5173\u6ce8\u7684\u4e00\u4e2a\u73b0\u8c61\u662f\u503a\u52a1\u8fdb\u5165\u4e86\u8fd9\u4e2a\u7b49\u5f0f\u3002\u4f60\u65e0\u6cd5\u4ec5\u7528\u73b0\u91d1\u6d41\u4e3a\u6240\u6709\u9884\u6d4b\u7684\u672a\u6765\u8d44\u672c\u652f\u51fa\u63d0\u4f9b\u8d44\u91d1\uff0c\u5e02\u573a\u5f00\u59cb\u770b\u5230\u4e00\u4e9b\u503a\u52a1\u3002\u4f46\u603b\u4f53\u6765\u8bf4\uff0c\u4ed6\u4eec\u5bf9\u90a3\u4e9b\u7528\u73b0\u91d1\u6d41\u878d\u8d44\u3001\u7ee7\u7eed\u4ea7\u751f\u73b0\u91d1\u6d41\u5e76\u4f7f\u7528\u503a\u52a1\u7684\u516c\u53f8\u611f\u5230\u5f88\u653e\u5fc3\uff0c\u53ea\u8981\u5bf9\u624b\u65b9\u662f Meta\u3001Microsoft\u3001AWS\u3001Nvidia \u8fd9\u6837\u7684\u516c\u53f8\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028050301297.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"316\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe14\" \/><\/p>\n<p dir=\"ltr\">David \u63d0\u5230\u4e86\u4e00\u4e2a\u503c\u5f97\u5173\u6ce8\u7684\u6848\u4f8b\uff1aOracle\u3002Oracle \u4e00\u76f4\u90fd\u5f88\u76c8\u5229\uff0c\u4e00\u76f4\u5728\u56de\u8d2d\u80a1\u7968\uff0c\u4f46\u4ed6\u4eec\u627f\u8bfa\u7684\u8d44\u672c\u652f\u51fa\u89c4\u6a21\u975e\u5e38\u5927\uff0c\u8fd9\u662f\u4e00\u4e2a\u8c6a\u8d4c\u3002\u4ed6\u4eec\u5c06\u5728\u672a\u6765\u5f88\u591a\u5e74\u51fa\u73b0\u8d1f\u73b0\u91d1\u6d41\u3002\u5e02\u573a\u5df2\u7ecf\u5f00\u59cb\u6ce8\u610f\u5230\u8fd9\u4e00\u70b9\uff0cOracle \u7684\u4fe1\u7528\u8fdd\u7ea6\u4e92\u6362\uff08CDS\uff09\u6210\u672c\u5728\u8fc7\u53bb\u4e09\u4e2a\u6708\u4e0a\u6da8\u5230\u4e86\u5927\u7ea6 2%\u3002\u8fd9\u662f\u9700\u8981\u5173\u6ce8\u7684\u4fe1\u53f7\u3002<\/p>\n<p dir=\"ltr\">\u6211\u8ba4\u4e3a\u8fd9\u79cd\u8d44\u672c\u5bc6\u96c6\u578b\u7684\u5efa\u8bbe\u9636\u6bb5\u662f\u5fc5\u8981\u7684\uff0c\u4f46\u5e76\u975e\u6ca1\u6709\u98ce\u9669\u3002\u5173\u952e\u662f\u8981\u786e\u4fdd\u8fd9\u4e9b\u6295\u8d44\u6700\u7ec8\u80fd\u4ea7\u751f\u76f8\u5e94\u7684\u56de\u62a5\u3002\u76ee\u524d\u6765\u770b\uff0c\u9700\u6c42\u662f\u8fdc\u8fdc\u8d85\u8fc7\u4f9b\u5e94\u7684\u3002\u6240\u6709\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u90fd\u62a5\u544a\u8bf4\u9700\u6c42\u8fdc\u8d85\u4f9b\u5e94\u3002David \u91c7\u8bbf\u7684 Gavin Baker \u6709\u4e00\u4e2a\u5f88\u597d\u7684\u6bd4\u55bb\uff1a\u4e92\u8054\u7f51\u65f6\u4ee3\u94fa\u8bbe\u4e86\u5927\u91cf\u5149\u7ea4\uff0c\u7136\u540e\u8fd9\u4e9b\u5149\u7ea4\u95f2\u7f6e\u7740\uff0c\u6ca1\u6709\u88ab\u4f7f\u7528\uff0c\u8fd9\u53eb\u505a\u6697\u5149\u7ea4\uff08dark fiber\uff09\u3002\u4f46\u5728 AI \u65f6\u4ee3\uff0c\u6ca1\u6709\u6240\u8c13\u7684\u6697 GPU\u3002\u5982\u679c\u4f60\u5728\u6570\u636e\u4e2d\u5fc3\u5b89\u88c5\u4e86 GPU\uff0c\u5b83\u4f1a\u7acb\u5373\u88ab\u5145\u5206\u5229\u7528\u3002<\/p>\n<h3 dir=\"ltr\">\u6536\u5165\u589e\u957f\u7684\u60ca\u4eba\u901f\u5ea6<\/h3>\n<p dir=\"ltr\">David \u5c55\u793a\u7684\u4e00\u7ec4\u6570\u636e\u7279\u522b\u9707\u64bc\u3002\u4ed6\u6bd4\u8f83\u4e86\u4e91\u670d\u52a1\u3001\u4e0a\u5e02\u8f6f\u4ef6\u516c\u53f8\uff0c\u4ee5\u53ca 2025 \u5e74\u65b0\u589e\u7684\u51c0\u6536\u5165\u3002\u4e0a\u5e02\u8f6f\u4ef6\u516c\u53f8\u5728 2025 \u5e74\u603b\u5171\u65b0\u589e\u4e86 460 \u4ebf\u7f8e\u5143\u7684\u6536\u5165\u3002\u5982\u679c\u4f60\u53ea\u770b OpenAI \u548c Anthropic \u8fd9\u4e24\u5bb6\u516c\u53f8\uff0c\u6309\u7167\u8fd0\u8425\u6536\u5165\u8ba1\u7b97\uff0c\u5b83\u4eec\u65b0\u589e\u7684\u6536\u5165\u51e0\u4e4e\u662f\u8fd9\u4e2a\u6570\u5b57\u7684\u4e00\u534a\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028050528130.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"299\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe15\" \/><\/p>\n<p dir=\"ltr\">\u800c\u4e14 David \u8ba4\u4e3a\uff0c\u5982\u679c\u505a\u540c\u6837\u7684\u6bd4\u8f83\u770b 2026 \u5e74\uff0c\u6574\u4e2a\u4e0a\u5e02\u8f6f\u4ef6\u884c\u4e1a\uff08\u5305\u62ec SAP \u548c\u8001\u724c\u8f6f\u4ef6\u516c\u53f8\uff0c\u4e0d\u4ec5\u4ec5\u662f SaaS\uff09\uff0cAI \u516c\u53f8\uff08\u6a21\u578b\u516c\u53f8\uff09\u65b0\u589e\u7684\u6536\u5165\u53ef\u80fd\u4f1a\u8fbe\u5230 75% \u5230 80%\u3002\u8fd9\u4e2a\u901f\u5ea6\u7b80\u76f4\u4ee4\u4eba\u96be\u4ee5\u7f6e\u4fe1\u3002\u8fd9\u610f\u5473\u7740\u5728\u77ed\u77ed\u51e0\u5e74\u5185\uff0cAI \u516c\u53f8\u521b\u9020\u7684\u65b0\u4ef7\u503c\u5c31\u4f1a\u8d85\u8fc7\u6574\u4e2a\u4f20\u7edf\u8f6f\u4ef6\u884c\u4e1a\u3002<\/p>\n<p dir=\"ltr\">Goldman Sachs \u4f30\u8ba1\uff0cAI \u5efa\u8bbe\u5c06\u4f1a\u4ea7\u751f 9 \u4e07\u4ebf\u7f8e\u5143\u7684\u6536\u5165\u3002\u5982\u679c\u5047\u8bbe 20% \u7684\u5229\u6da6\u7387\u548c 22 \u500d\u7684\u5e02\u76c8\u7387\uff0c\u8fd9\u5c06\u8f6c\u5316\u4e3a 35 \u4e07\u4ebf\u7f8e\u5143\u7684\u65b0\u5e02\u503c\u3002\u73b0\u5728\u5df2\u7ecf\u6709\u5927\u7ea6 24 \u4e07\u4ebf\u7f8e\u5143\u7684\u5e02\u503c\u88ab\u63d0\u524d\u8ba1\u5165\u4e86\u3002\u867d\u7136\u6211\u4eec\u53ef\u4ee5\u4e89\u8bba\u8fd9\u662f\u5426\u5168\u90e8\u5f52\u56e0\u4e8e AI \u6216\u8005\u5927\u578b\u79d1\u6280\u516c\u53f8\u7684\u8868\u73b0\uff0c\u4f46\u4ecd\u7136\u6709\u5f88\u591a\u5e02\u503c\u53ef\u4ee5\u4e89\u53d6\uff0c\u5982\u679c\u8fd9\u4e9b\u5047\u8bbe\u662f\u6b63\u786e\u7684\u8bdd\uff0c\u8fd8\u6709\u5f88\u5927\u7684\u4e0a\u6da8\u7a7a\u95f4\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028050742495.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"304\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe16\" \/><\/p>\n<p dir=\"ltr\">David \u8fd8\u505a\u4e86\u4e00\u4e2a\u7b80\u5355\u7684\u7b97\u672f\u3002\u6309\u7167\u76ee\u524d\u7684\u4f30\u8ba1\uff0c\u5230 2030 \u5e74\uff0c\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u63d0\u4f9b\u5546\u7684\u7d2f\u8ba1\u8d44\u672c\u652f\u51fa\u5c06\u7565\u4f4e\u4e8e 5 \u4e07\u4ebf\u7f8e\u5143\u3002\u8981\u5728\u8fd9 4.8 \u4e07\u4ebf\u7f8e\u5143\u6216\u63a5\u8fd1 5 \u4e07\u4ebf\u7f8e\u5143\u7684\u6295\u8d44\u4e0a\u5b9e\u73b0 10% \u7684\u95e8\u69db\u56de\u62a5\u7387\uff0c\u5230 2030 \u5e74\uff0cAI \u5e74\u6536\u5165\u9700\u8981\u8fbe\u5230\u5927\u7ea6 1 \u4e07\u4ebf\u7f8e\u5143\u3002\u628a\u8fd9\u4e2a\u6570\u5b57\u653e\u5728\u4e0a\u4e0b\u6587\u4e2d\uff0c1 \u4e07\u4ebf\u7f8e\u5143\u5927\u7ea6\u662f\u5168\u7403 GDP \u7684 1%\uff0c\u624d\u80fd\u4ea7\u751f 10% \u7684\u56de\u62a5\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028050975911.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"309\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe17\" \/><\/p>\n<p dir=\"ltr\">\u8fd9\u6709\u53ef\u80fd\u5b9e\u73b0\u5417\uff1f\u4e5f\u6709\u53ef\u80fd\u4f1a\u7565\u6709\u4e0d\u8db3\u3002\u4f46 David \u8ba4\u4e3a\u4ec5\u4ec5\u770b 2030 \u5e74\u662f\u6709\u5c40\u9650\u6027\u7684\u3002\u8fd9\u4e9b\u6295\u8d44\u7684\u56de\u62a5\u53ef\u80fd\u4f1a\u5728\u66f4\u957f\u7684\u65f6\u95f4\u6bb5\u5185\u5b9e\u73b0\uff0c\u6bd4\u5982 2030 \u5e74\u5230 2040 \u5e74\u4e4b\u95f4\u3002\u800c\u4e14\u5982\u679c\u6211\u4eec\u73b0\u5728\u5927\u7ea6\u5728 500 \u4ebf\u7f8e\u5143\u7684 AI \u6536\u5165\u89c4\u6a21\uff08\u8fd9\u662f\u4ed6\u7684\u7c97\u7565\u4f30\u8ba1\uff09\uff0c\u800c\u8fd9\u4e3b\u8981\u662f\u5728\u8fc7\u53bb\u4e00\u5e74\u534a\u5de6\u53f3\u4ea7\u751f\u7684\uff0c\u90a3\u4e48\u4ece 500 \u4ebf\u589e\u957f\u5230 1 \u4e07\u4ebf\u7684\u8def\u5f84\u5e76\u4e0d\u662f\u4e0d\u53ef\u60f3\u8c61\u7684\u3002<\/p>\n<p dir=\"ltr\"><img loading=\"lazy\" decoding=\"async\" style=\"margin-left: auto;margin-right: auto\" src=\"https:\/\/hx24-prod.mars-block.com\/image\/news\/2026\/02\/14\/1771028051180871.png?x-oss-process=image\/quality,q_50\/format,webp\" alt=\"\u56fe\u7247\" width=\"602\" height=\"307\" title=\"a16z\u5173\u4e8eAI\u5e02\u573a\u7684\u6700\u65b0\u6df1\u5ea6\u5206\u6790\uff1a\u4f60\u7684\u516c\u53f8\u8fd8\u5728\u201c\u7528\u8840\u201d\u5de5\u4f5c\u5417\uff1f\u63d2\u56fe18\" \/><\/p>\n<h3 dir=\"ltr\">\u6211\u5bf9\u672a\u6765\u7684\u601d\u8003<\/h3>\n<p dir=\"ltr\">\u542c\u5b8c David \u7684\u5206\u4eab\uff0c\u6211\u6700\u5927\u7684\u611f\u53d7\u662f\uff1a\u6211\u4eec\u6b63\u5904\u5728\u4e00\u4e2a\u5386\u53f2\u6027\u8f6c\u6298\u70b9\u7684\u5f00\u7aef\uff0c\u800c\u4e0d\u662f\u4e2d\u671f\u6216\u8005\u672b\u671f\u3002\u8fd9\u662f\u4e00\u4e2a\u53ef\u80fd\u6301\u7eed 10 \u5230 15 \u5e74\u7684\u4ea7\u54c1\u5468\u671f\uff0c\u800c\u6211\u4eec\u624d\u521a\u521a\u5f00\u59cb\u3002\u8fd9\u8ba9\u6211\u65e2\u5174\u594b\u53c8\u7126\u8651\u3002<\/p>\n<p dir=\"ltr\">\u5174\u594b\u7684\u662f\uff0c\u8fd9\u79cd\u8f6c\u53d8\u5e26\u6765\u7684\u673a\u4f1a\u662f\u5de8\u5927\u7684\u3002\u5bf9\u4e8e\u90a3\u4e9b\u80fd\u591f\u5feb\u901f\u9002\u5e94\u3001\u5168\u9762\u62e5\u62b1 AI \u7684\u516c\u53f8\u6765\u8bf4\uff0c\u4ed6\u4eec\u4e0d\u4ec5\u80fd\u83b7\u5f97\u7ade\u4e89\u4f18\u52bf\uff0c\u66f4\u6709\u53ef\u80fd\u6210\u4e3a\u5b9a\u4e49\u4e0b\u4e00\u4e2a\u65f6\u4ee3\u7684\u516c\u53f8\u3002\u6211\u4eec\u5c06\u4f1a\u770b\u5230\u65b0\u7684\u72ec\u89d2\u517d\u8bde\u751f\uff0c\u770b\u5230\u65b0\u7684\u5546\u4e1a\u6a21\u5f0f\u51fa\u73b0\uff0c\u770b\u5230\u5b8c\u5168\u4e0d\u540c\u7684\u516c\u53f8\u7ec4\u7ec7\u65b9\u5f0f\u3002<\/p>\n<p dir=\"ltr\">\u7126\u8651\u7684\u662f\uff0c\u8fd9\u79cd\u53d8\u5316\u7684\u901f\u5ea6\u53ef\u80fd\u6bd4\u5927\u591a\u6570\u4eba\u9884\u671f\u7684\u8981\u5feb\u5f97\u591a\u3002David \u63d0\u5230\u7684\u90a3\u4e2a\u6570\u636e\u7279\u522b\u80fd\u8bf4\u660e\u95ee\u9898\uff1aS&amp;P 500 \u516c\u53f8\u5e73\u5747\u5728\u6307\u6570\u4e2d\u505c\u7559\u7684\u65f6\u95f4\u5728\u8fc7\u53bb 50 \u5e74\u91cc\u4e0b\u964d\u4e86 40%\u3002\u8fd9\u610f\u5473\u7740\u516c\u53f8\u88ab\u98a0\u8986\u7684\u901f\u5ea6\u5728\u52a0\u5feb\u3002\u5728 AI \u65f6\u4ee3\uff0c\u8fd9\u4e2a\u901f\u5ea6\u53ef\u80fd\u4f1a\u8fdb\u4e00\u6b65\u52a0\u5feb\u3002<\/p>\n<p dir=\"ltr\">\u6211\u8ba4\u4e3a\u63a5\u4e0b\u6765\u4f1a\u51fa\u73b0\u660e\u663e\u7684\u5206\u5316\u3002\u4e00\u4e9b\u516c\u53f8\u4f1a\u771f\u6b63\u7406\u89e3 AI \u7684\u6f5c\u529b\uff0c\u4ece\u6839\u672c\u4e0a\u91cd\u65b0\u601d\u8003\u4ed6\u4eec\u7684\u4ea7\u54c1\u3001\u6d41\u7a0b\u3001\u7ec4\u7ec7\u7ed3\u6784\u3002\u8fd9\u4e9b\u516c\u53f8\u4f1a\u83b7\u5f97\u6570\u91cf\u7ea7\u7684\u6548\u7387\u63d0\u5347\u548c\u7ade\u4e89\u4f18\u52bf\u3002\u800c\u53e6\u4e00\u4e9b\u516c\u53f8\uff0c\u5373\u4f7f\u6709\u610f\u613f\u53bb\u6539\u53d8\uff0c\u4e5f\u4f1a\u56e0\u4e3a\u53d8\u9769\u7ba1\u7406\u7684\u56f0\u96be\u3001\u7ec4\u7ec7\u60ef\u6027\u3001\u6280\u672f\u503a\u52a1\u7b49\u539f\u56e0\u800c\u8fdb\u5c55\u7f13\u6162\u3002\u8fd9\u79cd\u5206\u5316\u4f1a\u5728\u672a\u6765\u51e0\u5e74\u5185\u53d8\u5f97\u8d8a\u6765\u8d8a\u660e\u663e\u3002<\/p>\n<p dir=\"ltr\">\u5bf9\u4e8e\u521b\u4e1a\u8005\u6765\u8bf4\uff0c\u73b0\u5728\u53ef\u80fd\u662f\u6700\u597d\u7684\u65f6\u4ee3\u3002\u5e02\u573a\u9700\u6c42\u6781\u5176\u5f3a\u52b2\uff0c\u6280\u672f\u80fd\u529b\u65e5\u65b0\u6708\u5f02\uff0c\u8d44\u672c\u5e02\u573a\u4ecd\u7136\u613f\u610f\u652f\u6301\u771f\u6b63\u6709\u6f5c\u529b\u7684\u516c\u53f8\u3002\u800c\u4e14\u4e0e\u4e0a\u4e00\u4ee3\u8f6f\u4ef6\u516c\u53f8\u76f8\u6bd4\uff0c\u73b0\u5728\u53ef\u4ee5\u7528\u66f4\u5c11\u7684\u8d44\u6e90\u3001\u66f4\u5feb\u7684\u901f\u5ea6\u8fbe\u5230\u540c\u6837\u7684\u89c4\u6a21\u3002\u8fd9\u964d\u4f4e\u4e86\u521b\u4e1a\u7684\u95e8\u69db\uff0c\u4f46\u4e5f\u63d0\u9ad8\u4e86\u5bf9\u4ea7\u54c1\u8d28\u91cf\u548c\u5e02\u573a\u5951\u5408\u5ea6\u7684\u8981\u6c42\u3002<\/p>\n<p dir=\"ltr\">\u5bf9\u4e8e\u6295\u8d44\u8005\u6765\u8bf4\uff0c\u5173\u952e\u662f\u8981\u8bc6\u522b\u51fa\u90a3\u4e9b\u771f\u6b63\u7684 Model Busters\u3002\u8fd9\u4e9b\u516c\u53f8\u7684\u589e\u957f\u901f\u5ea6\u548c\u6301\u7eed\u65f6\u95f4\u4f1a\u8fdc\u8d85\u4efb\u4f55\u4f20\u7edf\u6a21\u578b\u7684\u9884\u6d4b\u3002\u4f46\u8fd9\u4e5f\u9700\u8981\u6295\u8d44\u8005\u6709\u8db3\u591f\u7684\u8fdc\u89c1\u548c\u8010\u5fc3\uff0c\u613f\u610f\u76f8\u4fe1\u90a3\u4e9b\u770b\u8d77\u6765\u4e0d\u5408\u7406\u7684\u589e\u957f\u66f2\u7ebf\u3002<\/p>\n<p dir=\"ltr\">\u5bf9\u4e8e\u4ece\u4e1a\u8005\u6765\u8bf4\uff0c\u65e0\u8bba\u4f60\u662f\u5de5\u7a0b\u5e08\u3001\u4ea7\u54c1\u7ecf\u7406\u3001\u8bbe\u8ba1\u5e08\u8fd8\u662f\u5176\u4ed6\u89d2\u8272\uff0c\u90fd\u9700\u8981\u5feb\u901f\u5b66\u4e60\u548c\u9002\u5e94\u65b0\u7684\u5de5\u5177\u548c\u5de5\u4f5c\u65b9\u5f0f\u3002David \u63d0\u5230\u7684\u90a3\u4e2a\u4f8b\u5b50\u2014\u2014\u4e24\u4e2a\u5de5\u7a0b\u5e08\u7528\u6700\u65b0\u7684\u7f16\u7a0b\u5de5\u5177\u80fd\u6bd4\u4e4b\u524d\u5feb 10 \u5230 20 \u500d\u2014\u2014\u8fd9\u4e0d\u662f\u4e2a\u4f8b\uff0c\u800c\u662f\u4e00\u4e2a\u8d8b\u52bf\u3002\u90a3\u4e9b\u80fd\u591f\u638c\u63e1\u8fd9\u4e9b\u65b0\u5de5\u5177\u3001\u65b0\u65b9\u6cd5\u7684\u4eba\u5c06\u4f1a\u83b7\u5f97\u5de8\u5927\u7684\u804c\u4e1a\u4f18\u52bf\u3002<\/p>\n<p dir=\"ltr\">\u6700\u540e\uff0c\u6211\u60f3\u8bf4\u7684\u662f\uff0c\u8fd9\u79cd\u8f6c\u53d8\u4e0d\u4ec5\u4ec5\u662f\u6280\u672f\u5c42\u9762\u7684\uff0c\u66f4\u662f\u601d\u7ef4\u65b9\u5f0f\u7684\u8f6c\u53d8\u3002\u4ece\\&#8221;\u6211\u4eec\u5e94\u8be5\u5982\u4f55\u505a\\&#8221;\u5230\\&#8221;\u6211\u4eec\u60f3\u8981\u5b9e\u73b0\u4ec0\u4e48\u7ed3\u679c\\&#8221;\uff0c\u4ece\\&#8221;\u589e\u52a0\u66f4\u591a\u7684\u4eba\u624b\\&#8221;\u5230\\&#8221;\u5982\u4f55\u7528 AI \u89e3\u51b3\u8fd9\u4e2a\u95ee\u9898\\&#8221;\uff0c\u4ece\\&#8221;\u6309\u7167\u65e2\u5b9a\u6d41\u7a0b\\&#8221;\u5230\\&#8221;\u91cd\u65b0\u60f3\u8c61\u53ef\u80fd\u6027\\&#8221;\u3002\u90a3\u53e5\\&#8221;\u7528\u7535\u8fd8\u662f\u7528\u8840\\&#8221;\u7684\u95ee\u9898\uff0c\u867d\u7136\u542c\u8d77\u6765\u6781\u7aef\uff0c\u4f46\u5b83\u6293\u4f4f\u4e86\u8fd9\u79cd\u8f6c\u53d8\u7684\u672c\u8d28\u3002<\/p>\n<p dir=\"ltr\">\u6211\u4eec\u6b63\u5728\u89c1\u8bc1\u8f6f\u4ef6\u4e16\u754c\u88ab\u91cd\u5199\u7684\u8fc7\u7a0b\u3002\u8fd9\u4e0d\u662f\u4e00\u6b21\u6e10\u8fdb\u5f0f\u7684\u5347\u7ea7\uff0c\u800c\u662f\u4e00\u6b21\u5f7b\u5e95\u7684\u91cd\u6784\u3002\u800c\u90a3\u4e9b\u80fd\u591f\u7406\u89e3\u8fd9\u4e00\u70b9\u3001\u62e5\u62b1\u8fd9\u4e00\u70b9\u7684\u4eba\u548c\u516c\u53f8\uff0c\u5c06\u4f1a\u5b9a\u4e49\u4e0b\u4e00\u4e2a\u65f6\u4ee3\u3002<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>\u4f5c\u8005\uff1a\u6df1\u601d\u5708 \u4f60\u6709\u6ca1\u6709\u60f3\u8fc7\uff0c\u8f6f\u4ef6\u884c\u4e1a\u53ef\u80fd\u6b63\u5728\u7ecf\u5386\u4e00\u573a\u6bd4\u4ece\u547d\u4ee4\u884c\u5230\u56fe\u5f62\u754c\u9762\u66f4\u5267\u70c8\u7684\u53d8\u9769?\u6700\u8fd1\u542c\u4e86\u4e00\u573a a16z  [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":3938,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3937","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crypto-news"],"_links":{"self":[{"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/posts\/3937","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3937"}],"version-history":[{"count":1,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/posts\/3937\/revisions"}],"predecessor-version":[{"id":7931,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/posts\/3937\/revisions\/7931"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=\/wp\/v2\/media\/3938"}],"wp:attachment":[{"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3937"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3937"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.qzjzb120.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3937"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}