The combination of AI price cuts and commercialization difficulties is particularly worth talking about. The news of Xiaomi's mimo-V2.5 price cut, coupled with the case of four bosses who dared not use AI in the WeChat hot article, directly tore the fig leaf of the AI industry. The current wave of price cuts is not a cost reduction caused by technological breakthroughs at all. It is purely a matter of clearing inventory that cannot be sold. Looking at those enterprise implementation cases, you can see that 99% of AI applications are still solving the original problem of "mismatch between nails and Kingdee data." The multimodal understanding boasted by the big model cannot even be handled by an Excel sheet in real business scenarios.
The collective exit of a one-person company is simply a textbook-level slap in the face. AI tools have indeed lowered the threshold for entrepreneurship, but the threshold for business closed-loop has not been lowered at all. Data that 90% of the 16 million registered companies have closed down shows that being able to generate PPT does not mean being able to generate cash flow. The most ironic thing is that these entrepreneurs find that what ultimately gets stuck is not technology, but the most traditional supply chain and customer acquisition costs. After this bubble burst, what survived may be small companies making data alignment tools, because corporate digitalization is still in the Stone Age.
The debate on technology ethics has begun to enter deep waters. From the three-dimensional determination of fatigue driving to the AI emotional continuity protocol, society is beginning to realize that technology must adapt to human nature, not the other way around. But there is a dangerous logical slide here-when technology attempts to quantify emotion, it tends to coarse-grained the most subtle parts of human nature. Just like using pupil tracking to determine fatigue driving, it may eventually become another form of 996 monitoring. Tencent's game engagement with AI teammates may seem lively, but if you look closely at the demo, you will know that it is still a script. The real agent revolution will probably have to wait for another three years.
The current AI industry is like an adolescent: its technical capabilities are advancing by leaps and bounds, its business awareness is still at the fairy tale stage, and its sense of social responsibility is even more worrying. The next two years will be a turbulent process, and companies that can survive must have three capabilities at the same time: the ability to sew technology into the company's existing workflow, the ability to balance accurately on the edge of regulatory red lines, and most importantly--Admit that AI is not a panacea.