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说过多少遍不要All in AI!初创公司没有一个产生现金流的业务就搞AI无异于在裸泳

Published at 2024-10-19 17:40:12Viewed 52 times
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这段时间是AI大火的时期,企业之间大模型的竞争已经进入白热化阶段,很多初创公司也相继涌入了AI大模型赛道。不少人争相加入AI赛道的原因,是相信,这将会是一场新的工业革命,或者说这相当于上次的互联网革命。

这里我并不否认这种观点,而是想指出,现在没人真的能确定这场AI大热是否真的能产生堪比工业革命的收益。如果商业化落地成功,且能满足大量的市场需求从而能产生大量的利润,才能说这或许是一场工业革命。而且换位思考一下,如果你确定这是次巨大的机缘,那为什么要公之于众呢?不仅公之于众还要大肆宣扬,生怕有人不知道,这正常吗?是不是跟股市一样,大喊着“牛市”了,要涨了,然后一堆韭菜入局。

目前来看,AI的局势还处在混沌摸索之中,绝大多数人的钱注定会打水漂,已经有大量的AI公司倒下了。讽刺的是,有些通过AI热赚到钱的,反而是卖课割韭菜的。然后关于目前的行情,从明星AI创业公司的动向,也能看出一二,不少明星创业公司选择卖身,或者创始团队分崩离析,还有创始人流下烂摊子直接跑路的。就连最大的OpenAI如今创始人团队都走光了。连明星创业公司都如此,如果你这时候选择All in AI,你想想那失败的风险有多大,就跟裸泳无异。

同时随着搞AI的成本不断攀升,不少投资机构也开始怀疑这场AI是否真的如传闻般是革命性的,他们也开始重新审视这场AI大模型热最后可能产生的利润。因此,现在这个时期出身普通的初创公司,想通过AI来获取融资也没那么容易了,哪怕这次能获得融资,后续钱烧完了,能否持续获得融资也是未知数。毕竟连最大的OpenAI之前都冒出融资问题,虽然最后还是融资成功了,但苹果也退出了。

因此,如果你真的对AI感兴趣,想要投身于AI赛道中,那么我想你应该先有一个能产生足够现金流的业务。这就跟科技巨头们一样,他们原先的业务产生大量的现金流,让他们有足够的资本对AI进行大量的试错,哪怕最后AI不行了,那他原来的业务还在,影响不大。或者说你可以不直接做AI方面的业务,做些别的业务,然后将AI融入或应用其中,就是所谓的AI+。

最后再说一遍,除非你真的有十足的把握,不要All in AI!

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