Over the past half-century, countless concepts and aspirations have emerged around the development of information technology. After briefly stimulating the market audience's hormones, most emerging technologies face the dilemma of being unable to make significant breakthroughs upwards or successfully land downwards.

If the reasons for the failure of emerging technologies that disappear in the hustle and bustle are varied, then there is a golden rule shared by technologies that change the world - amidst wild imaginations, they generate tangible commercial value and create immense incremental wealth.

This time, it's AI's turn to deliver its answer.

01 The Dimensional Upgrade War of Global Large Models

In 2024, especially in recent months, players at the forefront of large models have gradually realized the importance of "making money." According to media reports on November 5, OpenAI has taken a significant step forward, initiating preliminary discussions with regulators to transform into a for-profit company.

In fact, before this landmark event, the shift from model competition to application layer competition had almost become a consensus among the first tier of global AI large model players.

In the Chinese market, Baidu, which has invested the longest in the domestic AI sector, was the first to recognize and propose that competition in AI large models should shift from the models themselves to product applications:

As early as last year, when domestic large model products were still scarce, Robin Li was the first to propose the concept of AI-native applications. And at Baidu World in October last year, Robin Li made a direct judgment: without a wealth of AI-native applications built on top of the foundational model, large models are worthless.