As AI development enters the deep water zone, more and more players are seeking to combine AI with specific industries and scenarios. The AI retail, AI healthcare, and AI education we see are all direct manifestations of AI beginning to penetrate deeply into scenarios and industries. At the same time, players deeply integrated with industries and scenarios have also gained favor and attention from the capital market, with more and more investment institutions beginning to turn their attention to projects deeply integrated with scenarios and industries.

As more and more players focus their attention on AI applications, the previous competition over parameters and technology has begun to shift toward competition over implementation and application. In the period ahead, those who can implement and apply their AI technology to as many industries and scenarios as possible—and truly achieve rapid monetization—will directly determine their position in the AI market.

For players who have already mastered massive scenarios, they can implement their AI technology and products into their own ecosystem. For those who have not yet established massive and rich scenarios, they need to achieve such transformation and upgrading through new ways and methods. AI development has already moved from the stage of competing on capital to a new stage of competing on scenarios and applications. In such a new stage, how players can impress investment institutions and consumers with new stories will directly determine their success or failure.

AI Is No Longer Capital-Supreme

Looking back at the development of AI, we can very clearly see the important role capital has played. For newborn AI players, they mostly rely on their product advantages to attract investment institutions to invest in them. For established players, they need to tell a brand-new story to investors in the capital market through AI deployment. Precisely because of this, we have seen more and more players beginning to compete on parameters and rankings as much as possible, and more and more players beginning to compete on markets and stories.

Although such an approach can quickly gain energy for their own development, if they merely tell stories without ways and methods for self-sustaining, then when capital players begin to put forward new requirements for AI, they will likewise face various problems. As AI development enters a new cycle, its development has already moved from early-stage capital transfusion to a brand-new stage of self-sustaining.

At this time, players no longer take capital as their ultimate goal, but begin to examine whether their products can be implemented into scenarios and industries, and begin to think about whether their AI can achieve deep integration with industry. Whether it is AI+retail, AI+education, or even AI+social, all are clear evidence that AI is no longer capital-supreme, but is beginning to seek deeper integration with industry. As AI gradually matures, especially as the business models twinned with AI begin to be implemented, we will see AI embark on a brand-new development path that bids farewell to capital and gradually moves toward real business.

AI No Longer Walks Alone

When AI was not yet truly mature, the AI we saw was merely AI itself. Whether it was large models or AI tools, when players talked about AI, they usually only talked about AI itself. In other words, AI was an independent existence. As AI gradually matures, especially as more and more players begin to focus their attention on scenarios and industries, we begin to see that AI no longer walks alone, but begins to root into industries and sink into scenarios.

AI has transformed from an independent existence into one that can deeply integrate with industries and scenarios. More precisely, AI has begun to become new-type infrastructure. Whether for traditional players or internet players, how to achieve multi-angle and all-round deep integration of AI with themselves will directly determine the success or failure of their transformation and upgrading. For AI players, how to achieve deep integration with as many industrial chains and supply chains as possible, and thereby build an ecosystem of their own, will directly determine whether they can occupy a place in the future competitive landscape.

No longer testing how fast players can run, but beginning to test how deeply players can root into industries, will be the main theme for some time to come. At this point, "AI+" will become a new trend and direction. In the future, those players who can achieve deep integration with scenarios and industries, and truly forge a sustainable development path, will be the ones that can truly achieve rapid development and truly grow into new giants. Now, the leading players we see in the AI large model track, as well as the leading players we see in embodied intelligence, are almost all like this. Bidding farewell to the previous solo walk and rooting into massive industries and scenarios to draw energy from them will become the main theme of development in the coming stage.

AI Is More Than Chat Dialogue

From the time AI was first known to people, chat dialogue almost became the primary way and means of its interaction with humans. Undeniably, such an approach indeed allowed AI to quickly enter people's production and life, and quickly establish usage habits. However, as AI development enters the deep water zone, defining AI merely as a chatbot is no longer accurate. As AI development begins to enter the deep water zone, AI has begun to grow from early-stage chat dialogue into handling tasks.

Look at the busy figures of intelligent robots in logistics sorting workshops, look at the continuously upgraded skills, look at embodied robots in the medical field... We can all see that today's AI is no longer merely chat dialogue in the traditional sense, but has begun to become task-handling. However, merely handling tasks is not enough. How to achieve human-machine collaboration in the future and how to achieve deep integration of AI with industry will directly determine how far they can go in the future.

Whether for giant players or newborn players, they are all beginning to upgrade AI from the previous "can chat" to "can handle tasks." How to improve their task-handling capabilities and how to truly make AI a human assistant and an element of industry is the key to testing whether players can win in future competition. AI is no longer merely chat dialogue, but has begun to be able to handle tasks and perform operations, which will directly determine whether it can shoulder the important responsibilities of digital-real integration and industry iteration and upgrading in the future.

Final Words

As AI development enters the deep water zone, today's AI is no longer the AI we once thought it was. For AI players, no longer being capital-supreme, but beginning to seek ways and methods of combining with industry and beginning to find truly suitable business models, will directly determine whether they can win in the future. The new era of AI has already arrived. Are you ready?