基座模型每 6~12 个月升级一次,这条曲线不由任何应用层公司控制。我看到很多团队把价值建在模型今天做不到的事上,每次发布都被吞掉一截。我们能选的只有相对姿态:做互补品,不做替代品——价值 ≈ 模型能力 × 私有语境,模型越强,同一份行业数据被榨出的判断越多。
我相信行业 AI 的护城河不在任何单点,而在行业语义、数据资产和 AI 能力三者之间持续回流的焊缝。语义给数据打标签,数据训练能力,能力再产出新语义。护城河是焊缝,不是零件。
所以我在一个保守、小圈子、高决策门槛的垂直行业里,带团队把大模型做成从业者的日常工作助手:一句提问,一份成品。再往前一步,让 AI 被授权改变业务状态——第一个写操作,就是操作系统的出生证明。
Foundation models upgrade every 6 to 12 months on a curve no application company controls. I've watched teams build value on what the model can't do today, and lose a slice at every release. The only thing we choose is our angle to that curve: complement, don't substitute. Value ≈ model capability × private context, so the stronger the model, the more judgment the same industry data yields.
I believe a vertical AI company's moat isn't any single component but the weld between industry semantics, data assets and AI capability, each feeding the next. Semantics label the data, data trains capability, capability produces new semantics. The moat is the weld, not the parts.
So in a conservative, tight-knit, slow-to-decide vertical industry, I lead a team turning large models into a daily work assistant for practitioners: one question, one deliverable. And one step further: authorizing AI to change business state. The first write is the operating system's birth certificate.
- 战略与架构Strategy & architecture给一个 AI 团队定方向:分层架构、护城河判断、北极星指标,让十几条项目线对着同一个方向讲。Setting direction for an AI team: layered architecture, moat judgment, one north-star metric, a dozen workstreams telling one story.
- 智能体系统与 HarnessAgent systems & harness从「会聊天」到「能交付」再到「被授权写入」:路由、记忆、工具、评测、护栏,以及让系统自己变好的闭环。From chatting to delivering to authorized writes: routing, memory, tools, evaluation, guardrails, and the loop that lets a system improve itself.
- 数据与推荐Data & recommendation先读懂一个行业的数据,再谈模型:实体对齐、匹配排序、需求预测、把分析变成别人愿意据此决策的判断。Read the industry's data before talking about models: entity alignment, matching and ranking, demand forecasting, turning analysis into judgment people act on.
- 从 0 到 1 与增长工程Zero-to-one & growth engineering亲手写代码把产品做出来,再让搜索引擎和 AI Agent 都能找到它:多语言、SEO / GEO、结构化数据、面向 Agent 的接口。Write the code, ship the product, then make it findable by search engines and AI agents alike: localization, SEO / GEO, structured data, agent-facing interfaces.