· 供应链分析
我认为 $LMND 式的 AI 只是公司试图改善利润率(Margins)的副产品。我更关注基础层面的东西，即 $PLTR 代表的下一次进化，它能真正取代整个人类劳动力。以编程为例（Cursor, Windsurf），它们很棒但仍仅作为辅助工具。我们尚未实现向零监督(Zero-supervision) AI 的飞跃。例如在商务拓展(BD)中，每家公司都需要大量的外联和沟通循环。技术已存在，但依然过于碎片化。目标是建立一个可扩展的自主系统，无需人工介入，端到端地处理从外联到客户成交的整个流程。如果有私营或上市公司能做到这一点，我认为其价值将不可估量。
I see $LMND-style AI as a byproduct of companies just trying to improve their margins. I'm more interested in the foundational stuff, next evolution $PLTR, that actually replaces the entire human workforce. For coding, as an example (Cursor, Windsurf), they're great but still used as assistance. We're not quite at the jump to zero-supervision AI. For example, in BD, you have a massive loop of outreach and communication that every company needs. The tech is there, but it’s still too fragmented. The goal is a scalable, autonomous system that handles the entire pipeline from outreach, to customer closing across every segment, end-to-end without a human in the loop. And if a private company/public company can make that happen, then I see that being incredibly valuable.