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AI Agent代理经济时代：人工智能正在重塑各行各业

生成式平台的转变不仅激发了新的应用，还点燃了全新的经济：

  • 公有云释放SaaS 经济

  • iPhone 引领应用经济

  • 社交媒体推动创作者经济


最近的人工智能创新标志着类似的结构性转变，我们现在正进入AI Agent代理经济时代。虽然我们过去曾写过关于预测代理的炒作、部署代理所需的基础设施以及即将到来的代理网络将如何彻底改变人们的浏览方式的文章，但现在我们转向代理经济中最令人兴奋的部分——代理人工智能应用程序本身。
我们很高兴投资人工智能代理，原因如下：

  • AI 代理重塑 SaaS- 现有的 SaaS 通常将点击式 UX、孤立的数据护城河和基于座位的模型配对。AI 代理与所有这些 DNA 背道而驰。


  • 人工智能代理会消耗劳动力——劳动力预算是软件预算的 35 倍。人工智能代理可以利用这两方面的预算。


  • 人工智能代理将服务转化为软件——受低利润人力服务困扰的市场可以通过人工智能代理提高效率。


出于这些原因，我们预计大多数人工智能和副驾驶将很快进入自动驾驶仪或代理的世界。我们看到了这种情况的发生，并为终端市场的人工智能代理带来了巨大的机遇： 

  • 横向（跨行业 AI）——即法律 AI 横向销售给企业内部团队（常态）


  • 垂直行业（特定行业的人工智能）——例如，专门向律师事务所出售的法律人工智能（DeepJudge）


  • 消费者（AI 作为面向公众的全栈服务）——即以面向消费者的服务形式出售的法律 AI （ DoNotPay） 


以下是代理经济的 SaaS 和劳动力再造机会：
https://aiquanzi.oss-cn-chengdu.aliyuncs.com/files_user38/article/b59d0222a8ca1c40ec3ebd4f1a4ffd0b.png



该图描绘了一张名为“代理经济”的图表，该图表按领域（水平、垂直、消费者）对各种工作角色进行分类，并提供了每个角色在美国员工数量的信息，以及适用于该角色的领先公司和 AI 驱动解决方案的示例。

早期赢家的例子


为了推动这一代平台转型，科技巨头预计未来几年将投入超过 1 万亿美元的资本支出。这一价格表明（并要求）一个即将出现的应用生态系统。目前已经出现了一些赢家的早期迹象，但对投资者和创始人来说，还有很长的路要走：

  • 客户服务：像Sierra这样的公司正在采取新方法，这将给 Zendesk 带来困难 

  • 销售：11x等公司正在通过更好的潜在客户生成功能增强 SDR

  • 营销：像Jasper这样的公司在文案用例方面取得了长足进步，现在必须扩展到更广泛的营销 AI 平台

  • 招聘：Mercor等公司正在寻找将人工智能应用于人才评估的独特方法

  • 医疗保健：像Abridge这样的医疗文书工作者在高度监管的行业中表现良好

  • 法律：Harvey正在席卷法律行业，并改变我们对计费时间的看法

  • 联系中心：Crescendo作为 AI 优先的外包联系中心的做法正在取得成效

  • 通用：像Brevian这样的公司正在为企业提供配置安全代理的工具，以完成各种各样的任务


我们刚刚进入代理经济。这些类别（以及其他类别）中将出现更多赢家，而人工智能代理将开始影响每个行业和几乎所有角色。

当 SaaS 经济起飞时，我们享受了十多年的新应用赢家。iPhone 发布后，Uber、Snapchat 和 Rovio 等移动优先的独角兽花了三年多的时间才出现。创作者经济直到 Facebook 收购 Instagram 八年后才进入公众视野。独角兽 AI 应用的确切时间很难预测，但从早期的牵引力迹象、强大的基础投资和创新周期的速度来看，我们知道杀手级应用如今已经在构建中。 


参考链接：1.https://www.felicis.com/insight/the-agent-economy?utm_source=www.chiefaioffice.xyz&utm_medium=newsletter&utm_campaign=5-ai-startups-raise-100m&_bhlid=bda86a9131c8e9d7be3db158ac15256351759426

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