a16z 合伙人直接点破了 AI 行业的一个关键认知误区——通用模型不是万能的，做 AI 应用层的创业者/开发者值得关注这个信号，重新评估自己的机会。
a16z 合伙人 Joe Schmidt IV 发文指出，OpenAI 和 Anthropic 通过投入数十亿美元建立联合企业，实际上向市场传递了一个信号：通用 AI 模型无法解决所有问题。他认为，在 AI 云超级周期中，基础设施层已经明确告诉市场，应用层是一个独立且巨大的机会，而基础设施公司自身无法完全捕获这个价值。这与半导体时代软件后来居上的历史类似，暗示 AI 应用层仍有巨大发展空间。
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generi...
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it. In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack). In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture. a16z's @joeschmidtiv on why the app layer isn't dead: a16z.news/p/avoiding-dea… Joe Schmidt IV @joeschmidtiv x.com/i/article/2059… 🔗 View Quoted Tweet 💬 1 🔄 1 ❤️ 11 👀 1338 📊 3 ⚡