Vol.117 人间一日，AI千年，从视频模型内卷到AI产业的极限跨越与世界的“参差”逻辑

AI industry development is currently defined by the transition from simple chat models to complex agent-based systems, requiring integrated "scaffolding" to execute multi-step tasks. While China’s video model sector exhibits intense competition among major tech firms, the US market has largely consolidated around Google. Current valuation models for Chinese AI startups rely heavily on sentiment and scarcity, often benchmarked against US leaders at a 1%-10% ratio despite significant revenue disparities. Meanwhile, the hardware sector struggles with long development cycles that fail to keep pace with rapid software innovation, resulting in high return rates and market skepticism. As the industry moves toward "all-in-one" ecosystems, the focus shifts from pure model capability to the practical integration of AI into existing workflows and user habits, despite the physical limitations of current infrastructure.