{"id":68640,"date":"2026-04-21T20:07:53","date_gmt":"2026-04-21T20:07:53","guid":{"rendered":"https:\/\/fabricegrinda.com\/?p=68640"},"modified":"2026-04-21T20:09:01","modified_gmt":"2026-04-21T20:09:01","slug":"everything-marketplaces-%e4%b8%93%e5%ae%b6%e8%af%be%ef%bc%9aai-%e6%97%b6%e4%bb%a3%e7%9a%84%e5%b9%b3%e5%8f%b0%e5%9e%8b%e5%b8%82%e5%9c%ba","status":"publish","type":"post","link":"https:\/\/www.grinda.org\/zh-hans\/everything-marketplaces-%e4%b8%93%e5%ae%b6%e8%af%be%ef%bc%9aai-%e6%97%b6%e4%bb%a3%e7%9a%84%e5%b9%b3%e5%8f%b0%e5%9e%8b%e5%b8%82%e5%9c%ba\/","title":{"rendered":"Everything Marketplaces \u4e13\u5bb6\u8bfe\uff1aAI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a"},"content":{"rendered":"\n<p>\u6211\u5f88\u9ad8\u5174\u80fd\u4e0e <a href=\"https:\/\/www.everythingmarketplaces.com\/c\/fabrice-grinda-marketplaces-in-the-age-of-ai\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.everythingmarketplaces.com\/c\/fabrice-grinda-marketplaces-in-the-age-of-ai\" rel=\"noreferrer noopener\">Everything Marketplaces<\/a> \u7684 <a href=\"https:\/\/www.linkedin.com\/in\/yoroomie\/\" data-type=\"link\" data-id=\"https:\/\/www.linkedin.com\/in\/yoroomie\/\" target=\"_blank\" rel=\"noreferrer noopener\">Mike Williams<\/a> \u804a\u804a AI \u65f6\u4ee3\u5e73\u53f0\u578b\u5e02\u573a\u7684\u73b0\u72b6\u3002<\/p>\n\n<p><a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=4s\" target=\"_blank\" rel=\"noopener\">0:04<\/a> \u5f00\u573a\u4ecb\u7ecd<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=58s\" target=\"_blank\" rel=\"noopener\">0:58<\/a> Fabrice \u7684\u80cc\u666f\u4ecb\u7ecd<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=104s\" target=\"_blank\" rel=\"noopener\">1:44<\/a> Fabrice \u5728\u6295\u8d44\u5e73\u53f0\u578b\u5e02\u573a\u65f6\u770b\u91cd\u4ec0\u4e48<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=286s\" target=\"_blank\" rel=\"noopener\">4:46<\/a> AI \u6d6a\u6f6e\u4e0b\u7684\u5e73\u53f0\u578b\u5e02\u573a\u73b0\u72b6<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=1048s\" target=\"_blank\" rel=\"noopener\">17:28<\/a> AI \u539f\u751f\u5e73\u53f0\u578b\u5e02\u573a\u7684\u65b0\u7b56\u7565<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=1143s\" target=\"_blank\" rel=\"noopener\">19:03<\/a> AI \u8d4b\u80fd\u5e73\u53f0\u578b\u5e02\u573a\u7684\u589e\u957f\u7387<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=1370s\" target=\"_blank\" rel=\"noopener\">22:50<\/a> AI \u5982\u4f55\u6539\u53d8\u5e73\u53f0\u578b\u5e02\u573a\u7684\u8d44\u91d1\u9700\u6c42<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=1540s\" target=\"_blank\" rel=\"noopener\">25:40<\/a> AI \u65f6\u4ee3\u5e73\u53f0\u578b\u5e02\u573a\u7684\u9632\u5fa1\u529b<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=1693s\" target=\"_blank\" rel=\"noopener\">28:13<\/a> \u7ed9 2026 \u5e74\u521b\u4e1a\u505a\u5e73\u53f0\u7684\u521b\u59cb\u4eba\u7684\u5efa\u8bae<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=1868s\" target=\"_blank\" rel=\"noopener\">31:08<\/a> \u5c0f\u7ec4\u95ee\u7b54\uff1a\u6295\u8d44\u8005\u5982\u4f55\u8bc4\u4f30\u6258\u7ba1\u578b\u5e73\u53f0<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=2024s\" target=\"_blank\" rel=\"noopener\">33:44<\/a> \u5c0f\u7ec4\u95ee\u7b54\uff1a\u5411 AI \u539f\u751f\u8f6c\u578b\u7684\u5efa\u8bae<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=2095s\" target=\"_blank\" rel=\"noopener\">34:55<\/a> \u5c0f\u7ec4\u95ee\u7b54\uff1a\u5982\u4f55\u8ba1\u7b97 LTV<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=2205s\" target=\"_blank\" rel=\"noopener\">36:45<\/a> \u5c0f\u7ec4\u95ee\u7b54\uff1a\u5356\u5bb6\u7aef\u7684 CAC<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=2297s\" target=\"_blank\" rel=\"noopener\">38:17<\/a> \u5c0f\u7ec4\u95ee\u7b54\uff1a2026 \u5e74\u7684\u878d\u8d44\u57fa\u51c6<br\/>&#x200d;<a href=\"https:\/\/www.youtube.com\/watch?v=hh2ODE9nfmo&amp;t=2410s\" target=\"_blank\" rel=\"noopener\">40:10<\/a> \u6700\u540e\u7684\u5e73\u53f0\u521b\u4e1a\u5efa\u8bae<\/p>\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Masterclass On Marketplaces In The Age Of AI With Fabrice Grinda From FJ Labs | EM Group Chat #209\" width=\"840\" height=\"473\" src=\"https:\/\/www.youtube.com\/embed\/hh2ODE9nfmo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n<p>\u9664\u4e0a\u8ff0 YouTube \u89c6\u9891\u5916\uff0c\u60a8\u8fd8\u53ef\u4ee5\u5728<a href=\"https:\/\/podcasts.apple.com\/us\/podcast\/masterclass-on-marketplaces-in-the-age-of-ai\/id1706935444?i=1000762294373\" data-type=\"link\" data-id=\"https:\/\/podcasts.apple.com\/us\/podcast\/masterclass-on-marketplaces-in-the-age-of-ai\/id1706935444?i=1000762294373\" target=\"_blank\" rel=\"noreferrer noopener\">iTunes<\/a>\u548c<a href=\"https:\/\/open.spotify.com\/episode\/1PVWF5EiF1XQGKCITIvsUt?si=ttnv2fRmQ3KnlmsUjwXSHQ\" data-type=\"link\" data-id=\"https:\/\/open.spotify.com\/episode\/1PVWF5EiF1XQGKCITIvsUt?si=ttnv2fRmQ3KnlmsUjwXSHQ\" target=\"_blank\" rel=\"noreferrer noopener\">Spotify<\/a> \u4e0a\u6536\u542c\u64ad\u5ba2\u3002<\/p>\n\n<p><strong>\u6587\u5b57\u7a3f<\/strong><\/p>\n\n<p><strong>Mike Williams:<\/strong> \u6b22\u8fce\u56de\u5230 Everything Marketplaces\uff0c\u5728\u8fd9\u91cc\u6211\u4eec\u4e0e\u5f53\u4eca\u9876\u7ea7\u5e73\u53f0\u578b\u5e02\u573a\u7684\u521b\u59cb\u4eba\u548c\u9886\u5bfc\u8005\u5bf9\u8bdd\u3002\u8fd9\u662f\u7b2c 209 \u671f\uff0c\u4e5f\u662f\u4e00\u6b21\u975e\u5e38\u68d2\u7684\u5c0f\u7ec4\u8ba8\u8bba\uff0c\u5609\u5bbe\u662f FJ Labs \u7684\u5408\u4f19\u4eba Fabrice Grinda\u3002FJ Labs \u662f\u4e00\u5bb6\u65e9\u671f\u98ce\u9669\u6295\u8d44\u57fa\u91d1\uff0c\u5df2\u652f\u6301\u8d85\u8fc7 1200 \u5bb6\u521d\u521b\u516c\u53f8\uff0c\u5305\u62ec\u963f\u91cc\u5df4\u5df4\u3001Flexport\u3001Clutch \u7b49\u77e5\u540d\u5e73\u53f0\u3002  <\/p>\n\n<p>Fabrice \u4e5f\u662f\u6211\u4eec\u5c0f\u7ec4\u8ba8\u8bba\u7684\u8001\u670b\u53cb\u4e86\u3002\u5f88\u9ad8\u5174\u80fd\u518d\u6b21\u9080\u8bf7\u4ed6\uff0c\u6211\u4eec\u5148\u7b80\u5355\u56de\u987e\u4e86 FJ Labs \u98ce\u9669\u6295\u8d44\u57fa\u91d1\u4ee5\u53ca\u4ed6\u4eec\u5728\u6295\u8d44\u5e73\u53f0\u65f6\u770b\u91cd\u7684\u7279\u8d28\u3002\u968f\u540e\uff0c\u6211\u4eec\u6df1\u5165\u63a2\u8ba8\u4e86 AI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\uff0c\u8ba8\u8bba\u4e86 AI \u5982\u4f55\u8ba9\u5e73\u53f0\u66f4\u5bb9\u6613\u5efa\u7acb\u9632\u5fa1\u529b\uff0c\u4ee5\u53ca\u5f53\u524d\u7684\u878d\u8d44\u73b0\u72b6\u3002   <\/p>\n\n<p>Fabrice \u4e3a\u521b\u59cb\u4eba\u5206\u4eab\u4e86\u8bb8\u591a\u5efa\u8bae\uff0c\u6211\u4eec\u8fd8\u8fdb\u884c\u4e86\u4e00\u573a\u7cbe\u5f69\u7684\u5c0f\u7ec4\u95ee\u7b54\u3002\u6211\u5f88\u4eab\u53d7\u8fd9\u6b21\u5bf9\u8bdd\uff0c\u76f8\u4fe1\u4f60\u4e5f\u4f1a\u89c9\u5f97\u8fd9\u671f\u5185\u5bb9\u975e\u5e38\u503c\u5f97\u770b\u5230\u6700\u540e\u3002  <\/p>\n\n<p>\u90a3\u4e48 Fabrice\uff0c\u5f88\u9ad8\u5174\u4f60\u80fd\u518d\u6b21\u53c2\u52a0\u4eca\u5929\u7684\u540e\u7eed\u5c0f\u7ec4\u8ba8\u8bba\u3002\u611f\u89c9\u81ea\u4ece\u4f60\u4e0a\u6b21\u6765\u804a\u8fc7\u4e4b\u540e\uff0c\u867d\u7136\u624d\u8fc7\u53bb\u51e0\u5e74\uff0c\u4f46\u4e00\u5207\u90fd\u53d1\u751f\u4e86\u7ffb\u5929\u8986\u5730\u7684\u53d8\u5316\u3002\u5f53\u7136\uff0c\u6211\u4eec\u4eca\u5929\u6709\u5f88\u591a\u5185\u5bb9\u8981\u6df1\u5165\u63a2\u8ba8\uff0c\u5c24\u5176\u662f AI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\u3002\u4e0d\u8fc7\uff0c\u6211\u60f3\u5982\u679c\u4f60\u80fd\u5148\u4e3a\u90a3\u4e9b\u53ef\u80fd\u8fd8\u4e0d\u4e86\u89e3\u4f60\u3001\u521a\u52a0\u5165\u6211\u4eec\u7684\u670b\u53cb\u7b80\u5355\u4ecb\u7ecd\u4e00\u4e0b\u4f60\u7684\u80cc\u666f\uff0c\u90a3\u5c31\u592a\u597d\u4e86\u3002  <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u81ea 1998 \u5e74\u4ee5\u6765\uff0c\u6211\u4e00\u76f4\u662f\u4e00\u540d\u79d1\u6280\u521b\u4e1a\u8005\u548c\u6295\u8d44\u8005\uff0c\u81f3\u4eca\u5df2\u6709 28 \u5e74\u4e86\u3002\u6211\u521b\u529e\u4e86\u4e09\u5bb6\u5927\u578b\u98ce\u9669\u6295\u8d44\u652f\u6301\u7684\u516c\u53f8\uff0c\u5176\u4e2d\u6700\u540e\u4e00\u5bb6\u53d1\u5c55\u5230\u4e86\u5728 30 \u4e2a\u56fd\u5bb6\u62e5\u6709 11,000 \u540d\u5458\u5de5\uff0c\u72ec\u7acb\u8bbf\u5ba2\u8d85\u8fc7 3 \u4ebf\u3002\u5b83\u76f8\u5f53\u4e8e\u4e16\u754c\u5176\u4ed6\u5730\u533a\u7684 Craigslist\u3002\u5728\u4ece 98 \u5e74\u5f00\u59cb\u7684\u6574\u4e2a\u804c\u4e1a\u751f\u6daf\u4e2d\uff0c\u6211\u4e00\u76f4\u5728\u6295\u8d44\u5e73\u53f0\u578b\u5e02\u573a\u3002   <\/p>\n\n<p>\u540e\u6765\u6211\u628a\u8fd9\u4ef6\u4e8b\u4e13\u4e1a\u5316\u4e86\u30022016 \u5e74\uff0c\u6211\u521b\u7acb\u4e86 FJ Labs\uff0c\u8fd9\u662f\u4e00\u5bb6\u4e13\u95e8\u6295\u8d44\u8f7b\u8d44\u4ea7\u4e1a\u52a1\u7684\u98ce\u9669\u6295\u8d44\u57fa\u91d1\uff0c\u4e3b\u8981\u652f\u6301\u90a3\u4e9b\u7531\u98ce\u9669\u6295\u8d44\u9a71\u52a8\u7684\u4e1a\u52a1\u548c\u5927\u578b\u5e73\u53f0\u3002\u6211\u4eec\u5df2\u7ecf\u6295\u8d44\u4e86\uff0c\u6211\u60f3\u60f3\uff0c\u5927\u6982 1300 \u5bb6\u4f01\u4e1a\u3002\u6211\u4eec\u5df2\u7ecf\u6709\u8d85\u8fc7 300 \u6b21\u9000\u51fa\uff0c\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u5b9e\u73b0\u7684\u590d\u5408\u5e74\u5316\u6536\u76ca\u7387\uff08IRR\uff09\u5927\u7ea6\u5728 30% \u5de6\u53f3\u3002    <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u8fd9\u80cc\u666f\u786e\u5b9e\u975e\u5e38\u60ca\u4eba\u3002\u5f53\u7136\uff0c\u6211\u4eec\u63a5\u4e0b\u6765\u8981\u804a\u5f88\u591a\u5185\u5bb9\u3002\u6211\u60f3\u5148\u505a\u4e00\u4e2a\u7b80\u5355\u7684\u56de\u987e\uff0c\u4f60\u80fd\u7ed9\u6211\u4eec\u4ecb\u7ecd\u4e00\u4e0b FJ Labs \u8fd9\u5bb6\u98ce\u9669\u6295\u8d44\u57fa\u91d1\uff0c\u4ee5\u53ca\u4f60\u4eec\u5728\u6295\u8d44\u5e73\u53f0\u65f6\u770b\u91cd\u4ec0\u4e48\u5417\uff1f   <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> FJ Labs \u5b9e\u9645\u4e0a\u662f\u6211\u4e2a\u6027\u7684\u4f53\u73b0\u3002\u5728\u6210\u4e3a\u98ce\u9669\u6295\u8d44\u5bb6\u4e4b\u524d\uff0c\u6211\u662f\u4e00\u540d\u8d85\u7ea7\u5929\u4f7f\u6295\u8d44\u4eba\u3002\u6211\u4ece\u4e0d\u505a\u90a3\u79cd\u81ea\u4e0a\u800c\u4e0b\u7684\u57fa\u91d1\u6784\u5efa\u3002\u6211\u770b\u5230\u4e00\u4e2a\u9879\u76ee\uff0c\u9047\u5230\u4e00\u4e2a\u6211\u559c\u6b22\u7684\u3001\u80fd\u8bf4\u670d\u6211\u7684\u521b\u59cb\u4eba\uff0c\u6211\u5c31\u4f1a\u6295\u8d44\u3002\u56e0\u4e3a\u6211\u6709\u5f3a\u70c8\u7684\u597d\u5947\u5fc3\uff0c\u6211\u8ba4\u4e3a\u79d1\u6280\u662f\u89e3\u51b3\u4e16\u754c\u95ee\u9898\u7684\u624b\u6bb5\u3002\u5728 21 \u4e16\u7eaa\uff0c\u6211\u8ba4\u4e3a\u6211\u4eec\u8981\u89e3\u51b3\u4e09\u4e2a\u6839\u672c\u95ee\u9898\uff1a\u6c14\u5019\u53d8\u5316\u3001\u673a\u4f1a\u4e0d\u5e73\u7b49\uff0c\u4ee5\u53ca\u8eab\u5fc3\u5065\u5eb7\u5371\u673a\u3002\u6211\u559c\u6b22\u5229\u7528\u79d1\u6280\uff0c\u5c24\u5176\u662f\u8f7b\u8d44\u4ea7\u79d1\u6280\uff0c\u6765\u63d0\u4f9b\u6bd4\u66ff\u4ee3\u65b9\u6848\u66f4\u597d\u3001\u66f4\u4fbf\u5b9c\u3001\u66f4\u5feb\u7684\u89e3\u51b3\u65b9\u6848\u3002\u81f3\u4e8e\u6211\u770b\u91cd\u7684\u4e1c\u897f\uff0c\u4ece\u6839\u672c\u4e0a\u8bf4\u5e76\u6ca1\u6709\u53d1\u751f\u4efb\u4f55\u5f62\u5f0f\u7684\u53d8\u5316\u3002       <\/p>\n\n<p>\u6211\u6709\u56db\u4e2a\u7b5b\u9009\u6807\u51c6\uff0c\u81f3\u4eca\u4f9d\u7136\u9002\u7528\uff0c\u867d\u7136\u5728 AI \u65f6\u4ee3\u6211\u505a\u4e86\u4e00\u4e9b\u5fae\u8c03\uff0c\u4f46\u8fd9\u56db\u4e2a\u6807\u51c6\u672c\u8eab\u6ca1\u53d8\u3002\u7b2c\u4e00\u662f\u201c\u6211\u559c\u6b22\u8fd9\u4e2a\u521b\u59cb\u4eba\u5417\uff1f\u201d\uff0c\u5bf9\u6211\u6765\u8bf4\uff0c\u8fd9\u610f\u5473\u7740\u5bf9\u65b9\u8981\u975e\u5e38\u6709\u53e3\u624d\uff1b\u56e0\u4e3a\u65e0\u8bba\u4f60\u613f\u4e0d\u613f\u610f\uff0c\u4f5c\u4e3a\u521b\u59cb\u4eba\uff0c\u4f60\u5c31\u662f\u4e00\u4e2a\u9500\u552e\uff0c\u4f60\u5728\u5411\u5458\u5de5\u3001\u5408\u4f5c\u4f19\u4f34\u3001\u6295\u8d44\u8005\u3001\u5a92\u4f53\u63a8\u9500\u3002 <\/p>\n\n<p>\u6240\u4ee5\uff0c\u65e0\u8bba\u4f60\u662f\u5185\u5411\u8fd8\u662f\u5916\u5411\uff0c\u4f60\u90fd\u9700\u8981\u6709\u53e3\u624d\u3002\u7b2c\u4e8c\uff0c\u201c\u4f60\u80fd\u6267\u884c\u4e0a\u8ff0\u613f\u666f\u5417\uff1f\u201d\u8fd9\u4e24\u70b9\u90fd\u662f\u5fc5\u8981\u4f46\u4e0d\u5145\u5206\u7684\uff0c\u5982\u679c\u5206\u5f00\u5c31\u6ca1\u610f\u4e49\u3002\u4f60\u9700\u8981\u4e24\u8005\u517c\u5907\u624d\u80fd\u6210\u4e3a\u4e00\u540d\u4f1f\u5927\u7684\u521b\u59cb\u4eba\u3002\u6211\u5728\u4e00\u5c0f\u65f6\u7684\u7535\u8bdd\u4e2d\u5224\u65ad\u4e00\u4e2a\u4eba\u6267\u884c\u529b\u7684\u65b9\u6cd5\u5c31\u662f\u7b2c\u4e8c\u70b9\uff0c\u201c\u6211\u559c\u6b22\u8fd9\u95e8\u751f\u610f\u5417\uff1f\u201d\u3002\u8fd9\u7ed3\u5408\u4e86\u603b\u53ef\u5bfb\u5740\u5e02\u573a\uff08TAM\uff09\u7684\u89c4\u6a21\uff0c\u4f46\u5bf9\u5e73\u53f0\u6765\u8bf4\u66f4\u91cd\u8981\u7684\u662f\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u3002\u4f60\u5728\u4f9b\u5e94\u7aef\u548c\u9700\u6c42\u7aef\u7684\u5168\u989d\u83b7\u5ba2\u6210\u672c\uff08CAC\uff09\u662f\u591a\u5c11\uff1f\u6bcf\u4e2a\u5ba2\u6237\u7684\u51c0\u8d21\u732e\u5229\u6da6\u662f\u591a\u5c11\uff1f\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u4f60\u7684\u7559\u5b58\u8868\u73b0\uff08cohorts\uff09\u5982\u4f55\uff1f        <\/p>\n\n<p>\u57fa\u4e8e CM2\uff08\u8d21\u732e\u6bdb\u5229 2\uff09\u8ba1\u7b97\u7684 LTV \u4e0e CAC \u7684\u6bd4\u7387\u662f\u591a\u5c11\uff1f\u65e0\u8bba\u4f60\u5904\u4e8e\u4ec0\u4e48\u9636\u6bb5\uff0c\u6211\u90fd\u5e0c\u671b\u4f60\u80fd\u56de\u7b54\u8fd9\u4e9b\u95ee\u9898\u3002\u5373\u4f7f\u662f\u5728\u53d1\u5e03\u524d\uff0c\u6211\u4e5f\u5e0c\u671b\u4f60\u5df2\u7ecf\u601d\u8003\u8fc7\u8fd9\u4e9b\u3002\u5982\u679c\u4f60\u6ca1\u60f3\u8fc7\uff0c\u4f60\u5f88\u96be\u5728\u8fd9\u4e2a\u60f3\u6cd5\u4e0a\u6267\u884c\u6210\u529f\u3002    <\/p>\n\n<p>\u7b2c\u4e09\uff1a\u4ea4\u6613\u6761\u6b3e\u662f\u4ec0\u4e48\uff1f\u6211\u5bf9\u4ef7\u683c\u5f88\u654f\u611f\u3002\u8fd9\u4e0d\u4ee3\u8868\u6211\u60f3\u8981\u4fbf\u5b9c\u8d27\uff0c\u6211\u5e0c\u671b\u4ef7\u683c\u662f\u516c\u5e73\u7684\u3002\u8981\u8003\u8651\u5230\u4f60\u7684\u589e\u957f\u52bf\u5934\u3001\u673a\u4f1a\u4ee5\u53ca\u4f60\u6b63\u5728\u89e3\u51b3\u7684\u95ee\u9898\uff0c\u7ed9\u51fa\u516c\u5e73\u7684\u4ef7\u683c\u3002    <\/p>\n\n<p>\u7b2c\u56db\uff0c\u5766\u767d\u8bf4\u540c\u6837\u57fa\u7840\u7684\u4e00\u70b9\u662f\uff0c\u201c\u4f60\u89e3\u51b3\u7684\u95ee\u9898\u662f\u6211\u5173\u5fc3\u7684\u5417\uff1f\u4ece\u6211\u7684\u89d2\u5ea6\u770b\uff0c\u5b83\u662f\u5426\u8ba9\u4e16\u754c\u53d8\u5f97\u66f4\u7f8e\u597d\uff1f\u201d\u663e\u7136\u8fd9\u5e26\u6709\u4e3b\u89c2\u504f\u89c1\uff0c\u4f46\u6211\u5bf9\u4e16\u754c\u672a\u6765\u7684\u8d70\u5411\u6709\u5f88\u6e05\u6670\u7684\u8ba4\u77e5\uff0c\u6bd4\u5982\u79fb\u52a8\u51fa\u884c\u7684\u672a\u6765\u3001\u673a\u5668\u4eba\u7684\u672a\u6765\u3001\u98df\u54c1\u7684\u672a\u6765\u7b49\u7b49\u3002\u4f60\u7684\u60f3\u6cd5\u6700\u597d\u80fd\u987a\u5e94\u5927\u8d8b\u52bf\uff0c\u5bf9\u5427\uff1f\u8981\u987a\u5e94\u5386\u53f2\u7684\u6f6e\u6d41\uff0c\u800c\u4e0d\u662f\u80cc\u9053\u800c\u9a70\u3002    <\/p>\n\n<p>\u6240\u4ee5\uff0c\u5982\u679c\u8fd9\u56db\u4e2a\u6807\u51c6\u90fd\u6ee1\u8db3\uff0c\u6211\u5c31\u4f1a\u6295\u8d44\uff0c\u800c\u4e14\u6211\u4eec\u6295\u8d44\u901f\u5ea6\u5f88\u5feb\uff0c\u4e00\u5468\u5185\u4e24\u6b21\u4e00\u5c0f\u65f6\u7684\u4f1a\u8bae\uff0c\u6295\u8fd8\u662f\u4e0d\u6295\u5c31\u5b9a\u4e86\u3002\u8fd9\u4e00\u70b9\u6ca1\u53d8\u3002\u5c31\u662f\u8fd9\u6837\u3002    <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u8fd9\u4e9b\u6807\u51c6\u5bf9\u5927\u5bb6\u4f1a\u975e\u5e38\u6709\u5e2e\u52a9\u3002\u6211\u76f8\u4fe1\u5230\u4e86\u5c0f\u7ec4\u95ee\u7b54\u73af\u8282\uff0c\u5927\u5bb6\u80af\u5b9a\u4f1a\u6709\u4e0d\u5c11\u95ee\u9898\u3002\u4f46\u662f\uff0c\u6211\u60f3\u8f6c\u800c\u8c08\u8c08\u6211\u4eec\u6240\u5904\u7684 AI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\u3002\u663e\u7136\uff0c\u4f60\u5df2\u7ecf\u770b\u5230\u4e86 AI \u5bf9\u5e73\u53f0\u7684\u5f71\u54cd\u3002\u90a3\u4e48\u4f5c\u4e3a\u8d77\u70b9\uff0c\u6211\u4eec\u73b0\u5728\u7684\u60c5\u51b5\u5982\u4f55\uff1f    <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u6211\u4f1a\u8bf4\uff0c\u73b0\u5728\u5e73\u53f0\u521b\u59cb\u4eba\u548c\u516c\u5f00\u5e02\u573a\u6295\u8d44\u8005\u5bf9\u4e8e AI \u5bf9\u5e73\u53f0\u5f71\u54cd\u7684\u62c5\u5fe7\u6b63\u5904\u4e8e\u9876\u5cf0\u3002\u4ed6\u4eec\u89c9\u5f97\uff0c\u5929\u54ea\uff01\u6d41\u91cf\u5165\u53e3\u90fd\u8981\u8f6c\u79fb\u5230 AI \u667a\u80fd\u4f53\uff08agents\uff09\u90a3\u91cc\u53bb\u4e86\uff0c\u56e0\u6b64\u4f60\u5c06\u65e0\u6cd5\u83b7\u5f97\u5229\u6da6\uff0c\u4f1a\u9762\u4e34\u5de8\u5927\u7684\u5229\u6da6\u538b\u7f29\u548c\u53bb\u4e2d\u4ecb\u5316\u3002\u4e5f\u8bb8\u50cf GPT \u548c Claude \u8fd9\u79cd\u77ed\u5c3e\u5927\u6a21\u578b\u4f1a\u8fdb\u884c\u5782\u76f4\u6574\u5408\uff0c\u5305\u63fd\u4e00\u5207\uff0c\u5e73\u53f0\u5c06\u5b8c\u5168\u6ca1\u6709\u751f\u5b58\u7a7a\u95f4\u3002\u751a\u81f3\u53ef\u80fd\u6574\u4e2a\u5546\u4e1a\u73af\u8282\u90fd\u53d8\u6210\u667a\u80fd\u4f53\u7535\u5546\uff0c\u8fde\u4eba\u7c7b\u90fd\u4e0d\u53c2\u4e0e\u5176\u4e2d\u4e86\uff0c\u5e73\u53f0\u4e5f\u5c31\u53d8\u5f97\u65e0\u5173\u7d27\u8981\u4e86\u3002    <\/p>\n\n<p>\u5bf9\u4e8e\u8fd9\u4e9b\u89c2\u70b9\uff0c\u6211\u4ece\u6839\u672c\u4e0a\u5b8c\u5168\u4e0d\u540c\u610f\u3002\u9996\u5148\uff0c\u89c2\u5bdf\u73b0\u5728\u5e73\u53f0\u4e0a\u7528\u6237\u7684\u884c\u4e3a\uff0c\u6211\u5e76\u6ca1\u6709\u770b\u5230\u5411\u5927\u6a21\u578b\u7684\u8f6c\u79fb\uff0c\u6211\u4e5f\u4e0d\u8ba4\u4e3a\u4f1a\u6709\u8fd9\u79cd\u8f6c\u79fb\uff0c\u56e0\u4e3a\u5e73\u53f0\u4e0a\u6709\u4e09\u79cd\u8d2d\u4e70\u884c\u4e3a\u3002 <\/p>\n\n<p>\u7b2c\u4e00\u79cd\u662f\u5a31\u4e50\u6027\u6d4f\u89c8\uff0c\u5c31\u50cf\u5728\u767e\u8001\u6c47\u6216\u82cf\u8c6a\u533a\u901b\u8857\u4e00\u6837\uff0c\u4e00\u5bb6\u5e97\u63a5\u4e00\u5bb6\u5e97\u5730\u901b\u3002\u5982\u679c\u4f60\u5728\u8fd9\u4e00\u7c7b\u7f51\u7ad9\u4e0a\uff0c\u6bd4\u5982\u4e8c\u624b\u65f6\u5c1a\u7c7b\u522b\u7684 Vinted\uff0c\u6d4f\u89c8\u672c\u8eab\u5c31\u662f\u4e00\u79cd\u5a31\u4e50\uff0c\u5e73\u5747\u6bcf\u6b21\u8bbf\u95ee\u4f1a\u6d4f\u89c8 20 \u5230 30 \u4e2a\u9875\u9762\u3002  <\/p>\n\n<p>\u4f60\u4e00\u4e2a\u6708\u4f1a\u8bbf\u95ee\u597d\u51e0\u6b21\u3002\u4f60\u5e76\u4e0d\u662f\u771f\u7684\u5728\u627e\u7279\u5b9a\u7684\u4e1c\u897f\uff0c\u4f46\u901a\u5e38\u5ba2\u5355\u4ef7\u8f83\u4f4e\uff0c\u4f60\u4f1a\u8fdb\u884c\u51b2\u52a8\u6d88\u8d39\u3002\u540c\u6837\uff0c\u8fd9\u79cd\u4fe1\u606f\u6d41\u7edd\u5bf9\u4e0d\u53ef\u80fd\u8f6c\u79fb\u5230\u5927\u6a21\u578b\u4e0a\u3002\u5728\u4efb\u4f55\u5927\u6a21\u578b\u4e2d\uff0c\u521b\u5efa\u4e00\u4e2a\u5e73\u5747\u5355\u4ef7 30 \u6b27\u5143\u7684\u4e8c\u624b\u65f6\u5c1a\u4fe1\u606f\u6d41\u7edd\u5bf9\u6392\u4e0d\u8fdb\u524d\u4e00\u5343\u4e2a\u4f18\u5148\u7ea7\u3002\u5927\u6a21\u578b\u662f\u4e3a\u4e86\u6548\u7387\u800c\u8bbe\u8ba1\u7684\uff0c\u800c\u4e0d\u662f\u4e3a\u4e86\u90a3\u4e9b\u60f3\u968f\u4fbf\u901b\u901b\u7684\u4eba\u3002\u5728\u4e0d\u9700\u8981\u6548\u7387\u7684\u573a\u666f\u4e0b\uff0c\u5b83\u884c\u4e0d\u901a\u3002\u5373\u4f7f\u6d41\u91cf\u771f\u7684\u8f6c\u79fb\u8fc7\u53bb\uff0c\u6211\u4e5f\u4e0d\u89c9\u5f97\u6709\u4ec0\u4e48\u5927\u4e0d\u4e86\u3002       <\/p>\n\n<p>\u7b2c\u4e8c\u79cd\uff0c\u5982\u679c\u4f60\u975e\u5e38\u6e05\u695a\u81ea\u5df1\u60f3\u8981\u4ec0\u4e48\uff0c\u90a3\u4e5f\u6ca1\u6709\u7406\u7531\u53bb\u7528\u5927\u6a21\u578b\uff0c\u5bf9\u5427\uff1f\u73b0\u5728\u7684\u884c\u4e3a\u662f\u76f4\u63a5\u53bb\u4e9a\u9a6c\u900a\u3001eBay\uff0c\u6216\u8005\u5728\u8f83\u5c0f\u7a0b\u5ea6\u4e0a\u7528\u8c37\u6b4c\uff0c\u8f93\u5165\u578b\u53f7\uff0c\u6bd4\u5982 LG TV C3 65 \u82f1\u5bf8 OLED\uff0c\u7136\u540e\u641e\u5b9a\u3002 <\/p>\n\n<p>\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u5373\u4f7f\u4f60\u7528\u8c37\u6b4c\uff0c\u4ed6\u4eec\u80fd\u6355\u6349\u5230\u7684\u4ef7\u503c\u4e5f\u975e\u5e38\u6709\u9650\u3002\u56e0\u4e3a 43% \u7684\u7ed3\u679c\u5b9e\u9645\u4e0a\u6d41\u5411\u4e86\u4e9a\u9a6c\u900a\u548c eBay\u3002\u6240\u4ee5\uff0c\u6d41\u52a8\u6027\u4ecd\u7136\u662f\u901a\u8fc7\u5728\u540e\u7aef\u805a\u96c6\u4eba\u7fa4\u6765\u63d0\u4f9b\u7684\u3002\u73b0\u5728\u8fd8\u6709\u7b2c\u4e09\u7c7b\uff0c\u5373\u6df1\u601d\u719f\u8651\u578b\u8d2d\u4e70\uff08considered purchases\uff09\uff0c\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u6211\u8ba4\u4e3a\u5927\u6a21\u578b\u4f1a\u5360\u636e\u66f4\u591a\u4ef7\u503c\u3002   <\/p>\n\n<p>\u56e0\u4e3a\u5982\u679c\u4f60\u4e0d\u77e5\u9053\u6839\u636e\u4f60\u7684\u60c5\u51b5\u8be5\u4e70\u4ec0\u4e48\u8f66\u3001\u8be5\u4f4f\u54ea\u91cc\u7b49\u7b49\uff0c\u90a3\u4e48\u4e0e\u5927\u6a21\u578b\u5bf9\u8bdd\u662f\u6709\u610f\u4e49\u7684\u3002\u6240\u4ee5\u5bf9\u4e8e\u6df1\u601d\u719f\u8651\u578b\u8d2d\u4e70\uff0c\u786e\u5b9e\u5982\u6b64\uff0c\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0cCarvana \u4f1a\u6bd4 GPT \u66f4\u80fd\u7ed9\u4f60\u5efa\u8bae\u5417\uff1f\u8fd9\u8fd8\u4e0d\u786e\u5b9a\u3002  <\/p>\n\n<p>\u6709\u53ef\u80fd\u662f GPT\u3002\u4f46\u5373\u4fbf\u5982\u6b64\uff0c\u9996\u5148\u6211\u4e0d\u8ba4\u4e3a\u5927\u90e8\u5206\u6d41\u91cf\u4f1a\u8f6c\u79fb\u5230\u5927\u6a21\u578b\u3002\u8bdd\u867d\u5982\u6b64\uff0c\u5927\u6a21\u578b\u73b0\u5728\u7684\u641c\u7d22\u6d41\u91cf\u5927\u7ea6\u662f\u4f20\u7edf\u641c\u7d22\u7684\u4e09\u5206\u4e4b\u4e00\uff0c\u800c\u4e14\u662f\u514d\u8d39\u7684\u3002\u6240\u4ee5\uff0c\u4f60\u7edd\u5bf9\u5e94\u8be5\u6beb\u4e0d\u72b9\u8c6b\u5730\u5728\u5927\u6a21\u578b\u4e2d\u5efa\u7acb\u7d22\u5f15\u3002\u4f60\u5e94\u8be5\u8fdb\u884c\u79ef\u6781\u7684 AEO\uff08AI \u5f15\u64ce\u4f18\u5316\uff09\u3002    <\/p>\n\n<p>AEO 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DoorDash\u3002\u8fd9\u79cd\u88ab\u805a\u5408\u8d77\u6765\u7684\u4f9b\u5e94\u7aef\u662f\u6781\u96be\u590d\u5236\u7684\u3002GPT \u7edd\u4e0d\u53ef\u80fd\u53bb\u5e72\u90a3\u6d3b\u3002\u800c\u4e14\uff0c\u4f60\u4e3a\u5c06\u4ed6\u4eec\u4e0e\u5feb\u9012\u5458\u5339\u914d\u6240\u505a\u7684\u5de5\u4f5c\u8d8a\u591a\uff0c\u4ef7\u503c\u5c31\u8d8a\u9ad8\u3002   <\/p>\n\n<p>DoorDash \u62e5\u6709\u4e09\u65b9\u5e02\u573a\uff1a\u4e70\u5bb6\u3001\u9910\u5385\u548c\u5feb\u9012\u5458\u3002\u4f60\u5728\u652f\u4ed8\u3001\u7269\u6d41\u7b49\u65b9\u9762\u505a\u5f97\u8d8a\u591a\uff0c\u6355\u6349\u5230\u7684\u4ef7\u503c\u5c31\u8d8a\u591a\u3002\u522b\u5fd8\u4e86\uff0c\u5927\u591a\u6570\u5e73\u53f0\u5728\u5927\u591a\u6570\u7c7b\u522b\u4e2d\u90fd\u662f\u201c\u8d62\u5bb6\u901a\u5403\u201d\u6216\u201c\u8d62\u5bb6\u5360\u5927\u5934\u201d\uff0c\u57fa\u672c\u4e0a\u5c31\u53ea\u6709 Airbnb\uff0c\u7136\u540e\u662f DoorDash \u548c Uber Eats\uff0c\u4ec5\u6b64\u800c\u5df2\u3002  <\/p>\n\n<p>\u53ea\u6709 Uber \u548c Lyft\uff0c\u6ca1\u522b\u7684\u4e86\u3002\u8fd9\u79cd\u5177\u6709\u5927\u89c4\u6a21\u5206\u6563\u4f9b\u5e94\u7684\u5c0f\u989d\u9ad8\u9891\u4ea4\u6613\u8d8a\u591a\uff0c\u4f60\u80fd\u6355\u6349\u5230\u7684\u4ef7\u503c\u5c31\u8d8a\u591a\u3002\u6240\u4ee5\u6211\u80fd\u9884\u89c1 GPT \u6355\u6349\u5230\u7684\u6700\u5927\u4ef7\u503c\uff0c\u4e5f\u5c31\u662f\u76f8\u5f53\u4e8e\u6d41\u91cf\u5165\u53e3\u5904\u7684\u8c37\u6b4c SEM\uff08\u641c\u7d22\u5f15\u64ce\u8425\u9500\uff09\uff0c\u8fd9\u8fd8\u662f\u5047\u8bbe 100% \u7684\u6d41\u91cf\u90fd\u53bb\u4e86\u90a3\u91cc\u7684\u524d\u63d0\u4e0b\uff0c\u800c\u6211\u4e0d\u8ba4\u4e3a\u6d41\u91cf\u4f1a\u5168\u53bb\u90a3\u91cc\u3002  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\u662f\u7684\uff0c\u4f46\u6211\u4f1a\u8bf4\u8fd9\u4e9b\u662f\u6218\u672f\u6027\u7684\u3002\u6211\u77e5\u9053\u73b0\u5728\u6709\u5f88\u591a\u5e73\u53f0\u6b63\u5728\u4f7f\u7528\uff0c\u6211\u60f3\u4f60\u53ef\u4ee5\u7528 Claude Co-work\uff0c\u4f46\u5728\u5b83\u51fa\u6765\u4e4b\u524d\uff0c\u4ed6\u4eec\u7528\u7684\u662f OpenClaw\u3002\u5b83\u5728 LinkedIn \u4e0a\u627e\u51fa\u4e86\u6240\u6709\u7684\u4f9b\u5e94\u7aef\u548c\u9700\u6c42\u7aef\u7ebf\u7d22\u3002\u521b\u5efa\u4e00\u4e2a LinkedIn InMail \u8d26\u53f7\u5e76\u8fdb\u884c\u8054\u7cfb\u3002\u57fa\u672c\u4e0a\u662f\u4ee5\u96f6\u83b7\u5ba2\u6210\u672c\uff08CAC\uff09\u6216\u6781\u4f4e\u7684\u5e95\u5c42\u4fe1\u7528\u6210\u672c\u5b8c\u6210\u7684\u3002     <\/p>\n\n<p>\u5e76\u4e14\u80fd\u591f\u5728\u67d0\u4e2a\u7c7b\u522b\u4e2d\u540c\u65f6\u5efa\u7acb\u8d77\u5e73\u53f0\u7684\u4f9b\u5e94\u7aef\u548c\u9700\u6c42\u7aef\u3002\u6211\u89c1\u8fc7\u4e00\u4e9b\u4f8b\u5b50\uff0c\u4eba\u4eec\u7f16\u5199 OpenClaw \u7a0b\u5e8f\u6765\u505a\u7535\u8bdd\u9500\u552e\uff0c\u4ed6\u4eec\u7f16\u5199\u4e86\u4e00\u4e2a\u8bed\u97f3\u63a5\u53e3\uff0c\u6bd4\u5982\u7528 Whisper \u4e4b\u7c7b\u7684\u3002\u7136\u540e\u4ed6\u4eec\u4f1a\u5f04\u4e00\u4e2a Twilio \u53f7\u7801\u5e76\u62e8\u6253\u7535\u8bdd\uff0c\u57fa\u672c\u4e0a\u53ef\u4ee5\u4ee5\u76f8\u5f53\u4f4e\u7684\u6210\u672c\u8fdb\u884c\u51b7\u542f\u52a8\u7535\u8bdd\u63a8\u9500\uff0c\u65e0\u8bba\u662f\u9488\u5bf9\u4f9b\u5e94\u7aef\u8fd8\u662f\u9700\u6c42\u7aef\u3002  <\/p>\n\n<p>\u6240\u4ee5\u5728\u5f53\u4eca\u4e16\u754c\uff0c\u6709\u5f88\u591a\u65b9\u6cd5\u53ef\u4ee5\u5229\u7528 AI \u6765\u201c\u9ed1\u201d\u51fa\u6d41\u52a8\u6027\u3002\u4f46\u6211\u518d\u6b21\u5f3a\u8c03\uff0c\u5bf9\u6211\u6765\u8bf4\u8fd9\u662f\u6218\u672f\u6027\u7684\u3002\u5728\u8fd9\u91cc\uff0c\u4f60\u662f\u5229\u7528\u5de5\u5177\u6765\u505a\u6709\u8da3\u7684\u4e8b\u60c5\uff0c\u6216\u8005\u5229\u7528\u667a\u80fd\u4f53\u6765\u586b\u8865\u90a3\u4e9b\u8fc7\u53bb\u5728\u7ecf\u6d4e\u4e0a\u4e0d\u5212\u7b97\u3001\u65e0\u6cd5\u5efa\u7acb\u5e73\u53f0\u7684\u89d2\u8272\uff0c\u800c\u73b0\u5728\u4f60\u53ef\u4ee5\u8ba9\u5e73\u53f0\u8fd0\u8f6c\u8d77\u6765\u3002  <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u662f\u7684\uff0c\u975e\u5e38\u6709\u9053\u7406\u3002\u8fd9\u662f\u6218\u672f\u6027\u7684\uff0c\u4e5f\u5f88\u5fae\u5999\u3002\u53e6\u5916\uff0c\u968f\u7740\u8fd9\u4e9b\u65b0\u7684 AI \u539f\u751f\u5e73\u53f0\u7684\u542f\u52a8\uff0c\u6211\u4eec\u770b\u5230\u5b83\u4eec\u8d77\u6b65\u3001\u83b7\u5f97\u6d41\u52a8\u6027\u5e76\u589e\u957f\u7684\u901f\u5ea6\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u5feb\u3002\u8fd9\u662f\u5426\u6539\u53d8\u4e86\u4f60\u5728\u6295\u8d44\u65f6\u8bc4\u4f30\u5b83\u4eec\u7684\u65b9\u5f0f\uff0c\u4ee5\u53ca\u589e\u957f\u7684\u57fa\u51c6\u662f\u4ec0\u4e48\uff1f   <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u5982\u4eca\u5e73\u53f0\u878d\u8d44\u786e\u5b9e\u53d8\u96be\u4e86\u3002\u539f\u56e0\u5728\u4e8e AI \u62a2\u8d70\u4e86\u6240\u6709\u7684\u5173\u6ce8\u5ea6\uff0c\u800c\u4e14\u5df2\u7ecf\u6709\u4e86\u90a3\u4e9b\u4ece\u96f6\u589e\u957f\u5230\u4e00\u4ebf\u7f8e\u91d1\u5e74\u7ecf\u5e38\u6027\u6536\u5165\uff08ARR\uff09\u3001\u5229\u6da6\u7387 90% \u7684\u4f8b\u5b50\uff0c\u6bd4\u5982 Lovable\u3001Cursor \u7b49\u7b49\u3002\u5f53\u4f60\u90a3\u53ef\u601c\u7684\u5e73\u53f0\u5728\u4e09\u5e74\u5185\u4ece\u96f6\u589e\u957f\u5230 300 \u4e07 GMV\uff0c\u518d\u5230 1500 \u4e07\uff0c\u518d\u5230 5000 \u4e07\u65f6\uff0c\u5f88\u96be\u8ba9\u90a3\u4e9b\u5f00\u5927\u989d\u652f\u7968\u7684\u5927\u578b\u98ce\u6295\u611f\u5230\u5174\u594b\u3002   <\/p>\n\n<p>\u8bdd\u867d\u5982\u6b64\uff0c\u4f60\u53ef\u4ee5\u7528\u66f4\u5c11\u7684\u94b1\u505a\u66f4\u591a\u7684\u4e8b\u3002\u6240\u4ee5\u6211\u770b\u5230\u8d8a\u6765\u8d8a\u591a\u7684\u5e73\u53f0\u57fa\u672c\u4e0a\u8df3\u8fc7\u4e86\u79cd\u5b50\u8f6e\u524d\uff08pre-seed\uff09\uff0c\u5bf9\u5427\uff1f\u4ee5\u524d\u4f60\u7684 pre-seed \u9636\u6bb5\u53ef\u80fd\u662f 100 \u4e07\u7f8e\u5143\u5de6\u53f3\u3002  <\/p>\n\n<p>\u5982\u679c\u4f60\u5728 YC\uff0c\u53ef\u80fd\u662f 3000 \u4e07\u6216 4000 \u4e07\u4f30\u503c\uff0c\u6240\u4ee5\u6709\u4e00\u4e2a\u8303\u56f4\uff0c\u4f46\u73b0\u5728\u53ef\u80fd\u662f 800 \u4e07\u5de6\u53f3\u3002\u4f60\u9700\u8981 100 \u4e07\u6765\u83b7\u5f97\u589e\u957f\u52bf\u5934\uff0c\u4ee5\u4fbf\u62ff\u5230\u79cd\u5b50\u8f6e\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u5bf9\u4e8e\u5e73\u53f0\u4e1a\u52a1\uff0c\u79cd\u5b50\u8f6e\u7684\u4f30\u503c\u5e76\u6ca1\u6709\u53d1\u751f\u592a\u5927\u53d8\u5316\u3002  <\/p>\n\n<p>\u5b83\u4eec\u7565\u6709\u4e0a\u5347\uff0c\u4f46\u5766\u767d\u8bf4\uff0c\u6211\u4eec\u4ecd\u7136\u770b\u5230\u5f88\u591a\u79cd\u5b50\u8f6e\u9879\u76ee\uff0c\u516c\u53f8\u6bcf\u6708 GMV \u4e3a 15 \u4e07\u7f8e\u5143\uff0c\u62bd\u6210\u7387 15%\uff0c\u5229\u6da6\u7387 70%\uff0c\u4ed6\u4eec\u7684\u6295\u524d\u4f30\u503c\u662f 1200 \u4e07\uff0c\u5bf9\u5427\uff1f\u4e5f\u8bb8\u4ed6\u4eec\u878d\u8d44 500 \u4e07\uff0c\u6295\u540e 1500 \u4e07\u4e4b\u7c7b\u7684\u3002\u73b0\u5728\u7684 A \u8f6e\u4e2d\u4f4d\u6570\uff0c\u5982\u679c\u62bd\u6210\u7387\u662f 15%\uff0c\u6295\u524d\u4f30\u503c\u53ef\u80fd\u662f 3000 \u4e07\uff0c\u878d\u8d44 1000 \u4e07\uff0c\u6bcf\u6708 GMV \u5728 75 \u4e07\u5230 100 \u4e07\u7f8e\u5143\u4e4b\u95f4\u3002\u6211\u60f3\u5bf9\u589e\u957f\u52bf\u5934\u7684\u9884\u671f\u63d0\u9ad8\u4e86\uff0c\u56e0\u4e3a\u4f60\u5e94\u8be5\u80fd\u505a\u5230\u66f4\u591a\u3002\u6240\u4ee5\u6211\u4eec\u73b0\u5728\u4e0d\u592a\u6295\u7eaf\u60f3\u6cd5\u9636\u6bb5\u4e86\uff0c\u4eba\u4eec\u6765\u627e\u6211\u4eec\u65f6\uff0c\u5373\u4f7f\u53ea\u6709\u4e24\u4e2a\u4eba\uff0c\u9879\u76ee\u4e5f\u5df2\u7ecf\u4e0a\u7ebf\u4e86\uff0c\u5df2\u7ecf\u6709\u4e86\u4e00\u4e9b\u589e\u957f\uff0c\u5df2\u7ecf\u6709\u4e86\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u7b49\u7b49\uff0c\u56e0\u4e3a\u4f60\u73b0\u5728\u51e0\u4e4e\u53ef\u4ee5\u767d\u624b\u8d77\u5bb6\u6784\u5efa\u4efb\u4f55\u4e1c\u897f\u3002\u4e8b\u5b9e\u4e0a\uff0c\u5982\u679c\u4f60\u6ca1\u6709\u80fd\u529b\u5728\u51e0\u4e4e\u4e0d\u82b1\u94b1\u7684\u60c5\u51b5\u4e0b\u4e0a\u7ebf\u5e76\u83b7\u5f97\u589e\u957f\uff0c      <\/p>\n\n<p>\u8fd9\u5176\u5b9e\u8bf4\u660e\u4f60\u53ef\u80fd\u7f3a\u4e4f\u5728\u4f60\u6240\u5904\u7c7b\u522b\u4e2d\u7684\u6267\u884c\u80fd\u529b\u3002\u6211\u8ba4\u4e3a\u4e00\u4e2a\u5927\u8d8b\u52bf\u662f\u8df3\u8fc7 pre-seed \u8f6e\uff0c\u76f4\u63a5\u5e26\u7740\u589e\u957f\u6570\u636e\u53bb\u6295\u79cd\u5b50\u8f6e\u3002\u5f53\u7136\uff0c\u4e5f\u6709\u5c11\u6570\u4f8b\u5916\uff0c\u6709\u4e9b\u4eba\u80fd\u591f\u5b9e\u73b0\u620f\u5267\u6027\u7684\u89c4\u6a21\u6269\u5f20\uff0c\u4ed6\u4eec\u4e0d\u662f\u6309\u8001\u8def\u5b50\u8d70\u3002  <\/p>\n\n<p>\u8001\u8def\u5b50\u662f\u6bcf\u6708 15 \u4e07\u7f8e\u5143\u65f6\u878d\u8d44 300 \u4e07\uff0c\u589e\u957f\u5230\u6bcf\u6708 75 \u4e07\u7f8e\u5143\u65f6\u878d\u8d44 1000 \u4e07\u6216 700 \u4e07\uff0c\u589e\u957f\u5230\u6bcf\u6708 250 \u4e07\u5230 500 \u4e07\u7f8e\u5143\u65f6\u878d\u8d44 1500 \u4e07\u30012000 \u4e07\u6216 2500 \u4e07\u3002\u6709\u65f6\u4f60\u53ef\u4ee5\u52a0\u901f\u8fd9\u4e2a\u8fc7\u7a0b\u3002\u95ee\u9898\u662f\uff0c\u4e0e\u7eaf AI \u539f\u751f\u7c7b\u7684 SaaS \u8ba2\u9605\u516c\u53f8\u76f8\u6bd4\uff0c\u6211\u8fd8\u6ca1\u770b\u5230\u8fd9\u4e9b\u4e1a\u52a1\u6709\u90a3\u4e48\u5927\u7684\u52a0\u901f\uff0c\u540e\u8005\u89c4\u6a21\u6269\u5f20\u7684\u901f\u5ea6\u7b80\u76f4\u75af\u4e86\u3002  <\/p>\n\n<p>\u6211\u6ca1\u600e\u4e48\u89c1\u8fc7\u90a3\u79cd\u60c5\u51b5\u3002\u552f\u4e00 GMV \u589e\u957f\u75af\u72c2\u7684\u5730\u65b9\u662f B2B \u5e73\u53f0\uff0c\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0c\u5982\u679c\u4f60\u7684\u62bd\u6210\u7387\u53ea\u6709 1%\uff0c\u6211\u5e76\u4e0d\u5728\u4e4e\u3002\u6211\u5173\u5fc3\u7684\u662f\u51c0\u6536\u5165\uff0c\u800c\u4e0d\u662f GMV \u7684\u589e\u957f\u3002\u6240\u4ee5\uff0c\u5982\u679c\u4f60\u7684\u62bd\u6210\u7387\u662f 15%\uff0c100 \u4e07 GMV \u5c31\u662f 15 \u4e07\u51c0\u6536\u5165\u3002\u5982\u679c\u4f60\u53ea\u6709 1% \u7684\u62bd\u6210\u7387\uff0c\u6211\u9700\u8981\u4f60\u8fbe\u5230 1000 \u4e07 GMV\uff0c\u800c\u4e0d\u662f 100 \u4e07\uff0c\u624d\u80fd\u8fbe\u5230\u540c\u6837\u7684 A \u8f6e\u589e\u957f\u6c34\u5e73\u3002    <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u7684\u786e\u5982\u6b64\u3002\u4f60\u521a\u624d\u63d0\u5230\uff0c\u6709\u4e9b\u516c\u53f8\u8df3\u8fc7 pre-seed \u8f6e\uff0c\u80fd\u591f\u8d70\u5f97\u66f4\u8fdc\u3002\u90a3\u4e48\u4e0e\u6b64\u76f8\u5173\uff0c\u4f60\u8ba4\u4e3a AI \u5c06\u5982\u4f55\u5f00\u59cb\u6539\u53d8\u521d\u521b\u516c\u53f8\uff0c\u7279\u522b\u662f\u672a\u6765\u5e73\u53f0\u578b\u5e02\u573a\u7684\u8d44\u91d1\u9700\u6c42\uff1f <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> AI \u672c\u8eab\u662f\u975e\u5e38\u8017\u8d44\u7684\uff0c\u5bf9\u5427\uff1f\u6240\u4ee5\uff0c\u73b0\u5728\u5e73\u53f0\u878d\u8d44\u96be\u7684\u90e8\u5206\u539f\u56e0\u5728\u4e8e\uff0c\u6240\u6709\u7684\u5173\u6ce8\u5ea6\u90fd\u88ab AI \u76f8\u5173\u7684\u516c\u53f8\u5360\u636e\u4e86\u2014\u2014YC 95% \u7684\u516c\u53f8\u662f AI \u516c\u53f8\uff0c25 \u5e74 75% \u7684\u878d\u8d44\u6d41\u5411\u4e86 AI\uff0c\u6211\u6307\u7684\u662f AI \u5927\u6a21\u578b\u7c7b\u516c\u53f8\uff0c\u800c\u4e14\u51e0\u4e4e\u6240\u6709\u7684\u8d44\u91d1\u90fd\u6d41\u5411\u4e86\u4e94\u5bb6\u516c\u53f8\u3002 <\/p>\n\n<p>\u6240\u4ee5\u4e0d\u4ec5\u662f\u8a00\u5fc5\u79f0 AI\uff0c\u800c\u4e14\u662f Anthropic \u7684 Claude \u548c ChatGPT \u5360\u636e\u4e86\u7edd\u5927\u90e8\u5206\u8d44\u91d1\uff0c\u7d27\u968f\u5176\u540e\u7684\u662f Lovable\u3001Cursor \u4e4b\u7c7b\u7684\u516c\u53f8\u4ee5\u53ca ElevenLabs\u3002\u7136\u540e\u662f\u56fd\u9632\u79d1\u6280\uff0c\u6bd4\u5982 Anduril\uff0c\u5b83\u4e5f\u4e0e AI \u7d27\u5bc6\u76f8\u5173\uff0c\u5360\u636e\u4e86\u5f88\u5927\u4efd\u989d\uff0c\u6216\u8005 Figure\uff0c\u6211\u4e5f\u559c\u6b22\u8fd9\u79cd\u6709\u5f3a\u5927 AI \u7ec4\u4ef6\u7684\u516c\u53f8\u3002 <\/p>\n\n<p>\u7b54\u6848\u5f88\u5178\u578b\uff1a\u89c6\u60c5\u51b5\u800c\u5b9a\uff0c\u5bf9\u5427\uff1f\u6211\u8ba4\u4e3a\u8fd9\u53d6\u51b3\u4e8e\u4f60\u7684\u5ba2\u6237\u662f\u4ec0\u4e48\u6837\u7684\u3002\u5f52\u6839\u7ed3\u5e95\uff0c\u6b63\u5982\u6211\u4e4b\u524d\u63d0\u5230\u7684\uff0c\u5e73\u53f0\u662f\u5355\u4f4d\u7ecf\u6d4e\u4e1a\u52a1\u3002\u6240\u4ee5\u95ee\u9898\u5728\u4e8e\u4f60\u80fd\u591a\u5feb\u8ba9\u5355\u4f4d\u7ecf\u6d4e\u8dd1\u901a\uff0c\u800c\u901a\u5e38\u5728\u65e9\u671f\uff0c\u5355\u4f4d\u7ecf\u6d4e\u5e76\u4e0d\u7406\u60f3\u3002\u4e8b\u5b9e\u4e0a\uff0c\u4f60\u62e5\u6709\u4ea7\u54c1\u5e02\u573a\u5339\u914d\uff08PMF\uff09\u4ee5\u53ca\u4f60\u6b63\u5728\u6784\u5efa\u771f\u6b63\u7684\u5e73\u53f0\u7f51\u7edc\u6548\u5e94\u7684\u4e00\u4e2a\u660e\u786e\u4fe1\u53f7\u662f\uff0c\u4f60\u7684\u83b7\u5ba2\u6210\u672c\uff08CAC\uff09\u5728\u4e0b\u964d\u3002\u66f4\u591a\u7684\u4e70\u5bb6\u5e26\u6765\u66f4\u591a\u7684\u5356\u5bb6\uff0c\u66f4\u591a\u7684\u5356\u5bb6\u5e26\u6765\u66f4\u591a\u7684\u4e70\u5bb6\u3002       <\/p>\n\n<p>\u4e00\u4e2a\u660e\u786e\u7684\u5931\u8d25\u4fe1\u53f7\u662f\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u4f60\u82b1\u8d39\u8d8a\u6765\u8d8a\u591a\u6765\u83b7\u53d6\u8fb9\u9645\u7528\u6237\uff0c\u90a3\u4f60\u66f4\u50cf\u662f\u4e00\u4e2a\u9500\u552e\u9a71\u52a8\u578b\u7684\u7ec4\u7ec7\u3002\u6240\u4ee5\uff0c\u5982\u679c\u4f60\u6709\u6b63\u5411\u7684\u7ecf\u6d4e\u6548\u76ca\u3001\u4e0d\u65ad\u964d\u4f4e\u7684 CAC\uff0c\u5e76\u4e14\u80fd\u591f\u81ea\u52a8\u5316\u66f4\u591a\u6d41\u7a0b\uff0c\u6211\u8ba4\u4e3a\u4f60\u786e\u5b9e\u53ef\u4ee5\u7528\u66f4\u5c11\u7684\u8d44\u91d1\u8d70\u5f97\u66f4\u8fdc\u5417\uff1f   <\/p>\n\n<p>\u5f53\u7136\u53ef\u4ee5\u3002 \u4f46\u8bdd\u8bf4\u56de\u6765\uff0c\u6211\u6bcf\u5e74\u4ecd\u7136\u6295\u8d44\u5927\u7ea6 150 \u4e2a\u5e73\u53f0\u3002\u6211\u8fd8\u6ca1\u89c1\u8fc7\u591a\u5c11\u5e73\u53f0\u5728\u8d44\u91d1\u975e\u5e38\u6709\u9650\u7684\u60c5\u51b5\u4e0b\u5b9e\u73b0\u4e86\u8d85\u4e4e\u5bfb\u5e38\u7684\u89c4\u6a21\u6269\u5f20\u3002\u6211\u89c1\u8fc7\u5b83\u4eec\u5728\u4eba\u5f88\u5c11\u7684\u60c5\u51b5\u4e0b\u6269\u5f20\uff0c\u56e0\u4e3a\u5b83\u4eec\u73b0\u5728\u5229\u7528\u667a\u80fd\u4f53\u53d8\u5f97\u66f4\u9ad8\u6548\uff0c\u4f46\u5b83\u4eec\u4ecd\u7136\u9700\u8981\u8d44\u91d1\u6765\u6269\u5927\u4f9b\u5e94\u548c\u9700\u6c42\uff0c\u800c\u4e14\u4f60\u603b\u662f\u5e0c\u671b\u4e24\u8005\u5e76\u884c\u6269\u5f20\u3002\u65e0\u8bba\u5b83\u662f\u9500\u552e\u9a71\u52a8\u3001\u8425\u9500\u9a71\u52a8\u8fd8\u662f\u667a\u80fd\u4f53\u9a71\u52a8\uff0c\u5b83\u4eec\u90fd\u6709\u76f8\u5173\u7684\u6210\u672c\u3002\u6240\u4ee5\u6211\u8fd8\u6ca1\u89c1\u8fc7\u6709\u4ec0\u4e48\u9879\u76ee\u5728\u57fa\u672c\u6ca1\u878d\u8d44\u7684\u60c5\u51b5\u4e0b\u4ece\u96f6\u589e\u957f\u5230 10 \u4ebf GMV\u3002\u4e5f\u8bb8 OnlyFans \u9664\u5916\uff0c\u5982\u679c\u5b83\u7b97\u7684\u8bdd\u3002       <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u662f\u7684\uff0c\u786e\u5b9e\u3002\u4f60\u521a\u624d\u7b80\u8981\u63d0\u5230\u4e86\u5e02\u573a\u60c5\u7eea\u548c\u878d\u8d44\u3002\u4f46\u6211\u8ba4\u4e3a\uff0c\u73b0\u5728\u4e00\u4e2a\u8d8a\u6765\u8d8a\u53d7\u5173\u6ce8\u7684\u8bdd\u9898\u662f\u5173\u4e8e\u9632\u5fa1\u529b\uff08defensibility\uff09\uff0c\u5bf9\u5427\uff1f  <\/p>\n\n<p>\u90a3\u4e48\uff0c\u5728 AI \u65f6\u4ee3\uff0c\u7279\u522b\u662f\u5bf9\u4e8e\u73b0\u5728\u7684\u5e73\u53f0\uff0c\u4f60\u5982\u4f55\u770b\u5f85\u9632\u5fa1\u529b\uff1f<\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u9996\u5148\uff0c\u4f60\u4eec\u90fd\u5e94\u8be5\u53bb\u6211\u7684\u535a\u5ba2\u770b\u7b2c 52 \u671f\u300aAI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\u300b\u3002\u6211\u5728\u90a3\u91cc\u6709\u51e0\u5f20\u5e7b\u706f\u7247\uff0c\u5206\u6790\u4e86\u5728 AI \u73af\u5883\u4e0b\u957f\u671f\u6765\u770b\u4ec0\u4e48\u662f\u4f60\u7684\u9632\u5fa1\u529b\u3002 <\/p>\n\n<p>\u9996\u5148\uff0c\u5f53\u4f60\u542f\u52a8\u5e73\u53f0\u65f6\uff0c\u4f60\u7684\u9632\u5fa1\u529b\u4e3a\u96f6\uff0c\u5bf9\u5427\uff1f\u6240\u4ee5\u4f60\u7684\u62a4\u57ce\u6cb3\u5c31\u662f\u4f60\u7684\u6d41\u52a8\u6027\u3002\u5f52\u6839\u7ed3\u5e95\uff0c\u5c31\u662f\u6d41\u52a8\u6027\u3002\u4e00\u65e6\u4f60\u62e5\u6709\u4e86\u6d41\u52a8\u6027\uff0c\u4f60\u57fa\u672c\u4e0a\u5c31\u662f\u4e0d\u53ef\u53d6\u4ee3\u7684\u3002\u770b\u770b Craigslist \u5c31\u77e5\u9053\u4e86\uff0c\u5373\u4fbf\u5230\u4e86 2026 \u5e74\uff0c\u5b83\u5728\u67d0\u4e9b\u7c7b\u522b\uff08\u5982\u84dd\u9886\u5de5\u4f5c\uff09\u4e2d\u7684\u5730\u4f4d\u4f9d\u7136\u7a33\u56fa\u5f97\u4ee4\u4eba\u9707\u60ca\u3002    <\/p>\n\n<p>\u5c3d\u7ba1\u5b83\u7684\u7528\u6237\u4f53\u9a8c\u548c\u754c\u9762\u6781\u5176\u7cdf\u7cd5\uff0c\u751a\u81f3\u8fd8\u5728\u6545\u610f\u7834\u574f\u6d41\u52a8\u6027\uff0c\u6bd4\u5982\u6536\u8d39\u7b49\u7b49\u3002\u6211\u7684\u601d\u8003\u65b9\u5f0f\u662f\uff1a\u7b2c\u4e00\uff0c\u4f5c\u4e3a\u5e73\u53f0\uff0c\u4f60\u505a\u4e86\u591a\u5c11\u5de5\u4f5c\uff1f <\/p>\n\n<p>\u4f60\u53ea\u662f\u4e00\u4e2a\u7ebf\u7d22\u751f\u6210\u5e73\u53f0\uff08\u5982 Zillow\u3001Angie\uff09\uff0c\u4ec0\u4e48\u90fd\u4e0d\u5e72\uff1f\u8fd8\u662f\u4f60\u8fdb\u884c\u4e86\u91cd\u5ea6\u7ba1\u7406\uff08\u5982 DoorDash\u3001\u4e9a\u9a6c\u900a\uff09\uff0c\u62e5\u6709\u4ed3\u5e93\u3001\u5ba2\u6237\u5173\u6000\u3001\u9000\u8d27\u3001\u652f\u4ed8\u5e76\u7ba1\u7406\u7b2c\u4e09\u65b9\u914d\u9001\uff1f<\/p>\n\n<p>\u4f60\u7684\u7ba1\u7406\u7a0b\u5ea6\u8d8a\u9ad8\uff0c\u4f9b\u5e94\u7aef\u8d8a\u788e\u7247\u5316\uff0c\u53d7\u5230\u7684\u51b2\u51fb\u5c31\u8d8a\u5c0f\uff0c\u9632\u5fa1\u529b\u5c31\u8d8a\u5f3a\u3002\u53e6\u4e00\u4ef6\u6211\u4f1a\u8003\u8651\u7684\u4e8b\u60c5\u662f\u4eba\u4eec\u8d2d\u4e70\u4ea7\u54c1\u7684\u9891\u7387\uff0c\u4ee5\u53ca\u4ed6\u4eec\u5728\u8d2d\u4e70\u524d\u82b1\u591a\u5c11\u65f6\u95f4\u601d\u8003\u3002\u540c\u6837\uff0c\u4ed6\u4eec\u601d\u8003\u7684\u65f6\u95f4\u8d8a\u5c11\uff08\u610f\u5473\u7740\u4e0d\u9700\u8981\u7814\u7a76\uff09\uff0c    <\/p>\n\n<p>\u8d2d\u4e70\u9891\u7387\u8d8a\u9ad8\uff0c\u4f60\u7684\u9632\u5fa1\u529b\u5c31\u8d8a\u5f3a\u3002Instacart\u3001DoorDash\u3001Uber\u3001\u4e9a\u9a6c\u900a\u3001Etsy\uff0c\u8fd9\u4e9b\u6211\u90fd\u4e0d\u592a\u62c5\u5fc3\u3002\u73b0\u5728\uff0c\u5982\u679c\u4f60\u662f\u9ad8\u6df1\u601d\u719f\u8651\u578b\u8d2d\u4e70\uff0c\u4eba\u4eec\u4f1a\u82b1\u5f88\u591a\u65f6\u95f4\u601d\u8003\u8981\u4e70\u4ec0\u4e48\u6216\u96c7\u4f63\u8c01\uff0c\u800c\u4e14\u590d\u8d2d\u7387\u4e0d\u9ad8\uff0c\u90a3\u98ce\u9669\u53ef\u80fd\u5927\u5f97\u591a\u3002      <\/p>\n\n<p>\u6240\u4ee5\u6211\u8ba4\u4e3a\uff0c\u901a\u8fc7\u505a\u66f4\u591a\u5de5\u4f5c\u5e76\u9009\u62e9\u5408\u9002\u7684\u7c7b\u522b\uff0c\u4f60\u53ef\u4ee5\u5728\u5927\u6a21\u578b\u9762\u524d\u4fdd\u536b\u81ea\u5df1\u7684\u5e02\u573a\u3002\u4f46\u6700\u7ec8\uff0c\u4e00\u65e6\u4f60\u62e5\u6709\u4e86\u6d41\u52a8\u6027\uff0c\u5c31\u6ca1\u5173\u7cfb\u4e86\u3002\u5373\u4f7f\u6d41\u91cf\u5165\u53e3\u53bb\u4e86\u5927\u6a21\u578b\uff0c\u56e0\u4e3a\u4ea4\u6613\u8fd8\u662f\u4f1a\u901a\u8fc7\u4f60\u5b8c\u6210\uff0c\u5373\u4fbf\u901a\u8fc7\u667a\u80fd\u4f53\u4e5f\u662f\u5982\u6b64\uff0c\u4f60\u4f9d\u7136\u4f1a\u6355\u6349\u5230\u5927\u90e8\u5206\u4ef7\u503c\u3002   <\/p>\n\n<p><strong>Mike Williams<\/strong>: \u8fd9\u5bf9\u6211\u4eec\u6765\u8bf4\u662f\u975e\u5e38\u6709\u5e2e\u52a9\u7684\u5206\u6790\u3002\u592a\u68d2\u4e86\u3002\u6211\u6536\u5230\u4e86\u4e00\u4e9b\u521b\u59cb\u4eba\u7684\u95ee\u9898\uff0c\u6211\u4fdd\u8bc1\u4f1a\u7559\u65f6\u95f4\u7ed9\u5c0f\u7ec4\u95ee\u7b54\u3002\u5728\u6211\u4eec\u5f00\u59cb\u95ee\u7b54\u4e4b\u524d\uff0c\u4f60\u5bf9\u4eca\u5929\u5f00\u59cb\u505a\u5e73\u53f0\u7684\u521b\u59cb\u4eba\u6709\u4ec0\u4e48\u5efa\u8bae\u5417\uff1f   <\/p>\n\n<p><strong>Fabrice Grinda<\/strong>: \u4ee5\u6211\u4e4b\u524d\u63d0\u5230\u7684\u65b9\u5f0f\u4f7f\u7528 AI \u5de5\u5177\u3002\u4fdd\u6301\u6781\u9ad8\u7684\u8d44\u91d1\u6548\u7387\uff0c\u56e0\u4e3a\u8d44\u91d1\u5c06\u53d8\u5f97\u96be\u4ee5\u83b7\u53d6\u3002\u786e\u4fdd\u4f60\u8d70\u5f97\u66f4\u8fdc\u3002\u57fa\u672c\u4e0a\u8ba9\u81ea\u5df1\u5904\u4e8e\u201c\u9ed8\u8ba4\u5b58\u6d3b\u201d\u548c\u201c\u9ed8\u8ba4\u53ef\u6295\u201d\u7684\u72b6\u6001\u3002\u5982\u679c\u4f60\u7684\u589e\u957f\u52bf\u5934\u4e0d\u5bb9\u7f6e\u7591\uff0c\u4e1a\u52a1\u597d\u5230\u98ce\u6295\u65e0\u8bba\u5982\u4f55\u90fd\u5fc5\u987b\u6295\u4f60\uff0c\u90a3\u5c31\u884c\u4e86\u3002    <\/p>\n\n<p>\u5982\u679c\u4f60\u5728\u8d44\u91d1\u6781\u5c11\u7684\u60c5\u51b5\u4e0b\uff0c\u51ed\u501f\u826f\u597d\u7684\u7ecf\u6d4e\u6548\u76ca\u4ece\u96f6\u505a\u5230\u6bcf\u6708 1000 \u4e07 GMV\uff0c\u90a3\u4e48\u4e0b\u4e00\u9636\u6bb5\u662f\u6bcf\u6708 3000 \u4e07\u8fd8\u662f 1 \u4ebf\u90fd\u6ca1\u5173\u7cfb\u3002\u603b\u4f1a\u6709\u4eba\u6295\u8d44\u7684\u3002\u4ecd\u7136\u6709\u98ce\u6295\u559c\u6b22\u5e73\u53f0\uff0c\u56e0\u4e3a\u5b83\u4eec\u5177\u6709\u9632\u5fa1\u529b\u3002  <\/p>\n\n<p>\u4eba\u4eec\u6ca1\u610f\u8bc6\u5230\u7684\u662f\uff0c\u636e\u6211\u6240\u77e5\uff0c\u5df2\u7ecf\u6709 46% \u7684 AI \u516c\u53f8\u5012\u95ed\u4e86\u3002\u6709\u4e9b\u516c\u53f8\u4f30\u503c\u51b2\u5230 40 \u4ebf\uff0c\u7136\u540e\u5c31\u6b7b\u6389\u4e86\u3002\u6240\u4ee5\u4f60\u7684\u516c\u53f8\u8981\u9632\u5fa1\u529b\u5f3a\u5f97\u591a\uff0c\u4f46\u4e3a\u4e86\u6210\u529f\uff0c\u8981\u5584\u7528\u5de5\u5177\uff0c\u4fdd\u6301\u8d44\u91d1\u6548\u7387\uff0c\u62e5\u6709\u51fa\u8272\u7684\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\uff0c\u5e76\u771f\u6b63\u627e\u5230\u4ea7\u54c1\u6d41\u52a8\u6027\u3002\u5173\u4e8e\u5982\u4f55\u627e\u5230\u6d41\u52a8\u6027\u5e76\u8bc1\u660e\u4f60\u7684 PMF\uff0c\u6211\u60f3\u5206\u4eab\u4e00\u4e2a\u5e73\u53f0\u521b\u59cb\u4eba\u5e38\u72af\u7684\u6700\u5927\u9519\u8bef\u3002\u8fd9\u4e2a\u9519\u8bef\u5c31\u662f\uff1a\u56e0\u4e3a\u5e73\u53f0\u4e0a\u7684\u5356\u5bb6\uff08\u65e0\u8bba\u5356\u4ec0\u4e48\u4ea7\u54c1\u3001\u670d\u52a1\u8fd8\u662f\u4e8c\u624b\u8d27\uff09\u90fd\u662f\u53d7\u7ecf\u6d4e\u5229\u76ca\u9a71\u52a8\u7684\uff0c\u6240\u4ee5\u5f88\u5bb9\u6613\u8ba9\u4f60\u7684\u5e73\u53f0\u5145\u65a5\u7740\u4f9b\u5e94\u7aef\u3002\u4f60\u53bb\u627e\u4efb\u4f55\u4eba\uff0c\u5373\u4f7f\u4f60\u8bf4\u4f60\u6ca1\u6d41\u91cf\uff0c\u4f60\u8bf4\uff1a\u563f\uff0c\u6211\u8981\u4e0a\u7ebf\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f60\u60f3\u5728\u8fd9\u91cc\u53d1\u5e03\u5417\uff1f\u514d\u8d39\u7684\uff0c\u6210\u4ea4\u624d\u6263\u8d39\u3002\u6bcf\u4e2a\u4eba\u90fd\u4f1a\u7b54\u5e94\u3002\u95ee\u9898\u662f\uff0c\u5982\u679c\u4f60\u6709\u65e0\u9650\u7684\u4f9b\u5e94\u5374\u6ca1\u9700\u6c42\uff0c\u90a3\u5c31\u9ebb\u70e6\u4e86\u3002           <\/p>\n\n<p>\u4f60\u548c\u5356\u5bb6\u7684\u4e92\u52a8\u4f1a\u662f\u96f6\u3002\u4ed6\u4eec\u6839\u672c\u4e0d\u4f1a\u53c2\u4e0e\u8fdb\u6765\u3002\u5982\u679c\u6709\u4eba\u771f\u7684\u4e0d\u5c0f\u5fc3\u4e70\u4e86\u4e1c\u897f\uff0c\u4ed6\u4eec\u4e5f\u4e0d\u4f1a\u56de\u590d\u3002\u8fd9\u4f1a\u5e26\u6765\u5f88\u7cdf\u7cd5\u7684\u4f53\u9a8c\u3002\u66f4\u597d\u7684\u505a\u6cd5\u662f\u62e5\u6709\u6700\u4f18\u8d28\u3001\u6700\u7cbe\u9009\u7684\u4f9b\u5e94\u3002\u4f60\u8981\u5584\u5f85\u4ed6\u4eec\uff0c\u8ba9\u4ed6\u4eec\u5f00\u5fc3\uff0c\u628a\u4ed6\u4eec\u5438\u5f15\u8fc7\u6765\u3002     <\/p>\n\n<p>\u8fd9\u53d6\u51b3\u4e8e\u7c7b\u522b\uff0c\u5982\u679c\u662f\u5b9e\u7269\u5546\u54c1\uff0c\u6bd4\u5982\u4e8c\u624b\u8d27\uff0c\u6210\u4ea4\u7387\u53ef\u80fd\u5728 25% \u5de6\u53f3\u3002\u8fd9\u7b97\u6d41\u52a8\u6027\u8f83\u4f4e\u7684\u60c5\u51b5\u3002\u5982\u679c\u662f\u670d\u52a1\uff0c\u4f60\u5e0c\u671b\u81f3\u5c11\u5360\u5230\u4ed6\u4eec\u6536\u5165\u7684 25%\u3002\u7406\u60f3\u60c5\u51b5\u4e0b\u662f 100%\uff0c\u5c31\u50cf Uber \u90a3\u6837\uff0c\u4f46 25% \u4e5f\u53ef\u4ee5\u3002\u7136\u540e\u4f60\u5f00\u59cb\u6269\u5927\u4f9b\u5e94\u89c4\u6a21\uff0c\u63a5\u7740\u589e\u52a0\u66f4\u591a\u9700\u6c42\uff0c\u5e76\u8ba9\u4e24\u8005\u5e76\u884c\u589e\u957f\u3002     <\/p>\n\n<p>\u4f60\u6c38\u8fdc\u4e0d\u5e0c\u671b\u5e02\u573a\u4f9b\u5e94\u8fc7\u5269\u5bfc\u81f4\u6d41\u52a8\u6027\u4e0b\u964d\u3002\u6838\u5fc3\u5c31\u662f\u6d41\u52a8\u6027\u3001\u6d41\u52a8\u6027\u3001\u8fd8\u662f\u6d41\u52a8\u6027\u3002\u800c\u4e14\u8981\u8ffd\u6c42\u66f4\u9ad8\u8d28\u91cf\u7684\u6d41\u52a8\u6027\u3002  <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u662f\u7684\uff0c\u8fd9\u975e\u5e38\u68d2\u3002\u5f88\u9ad8\u5174\u6211\u4eec\u5f3a\u8c03\u4e86\u8fd9\u4e00\u70b9\u53ca\u5176\u91cd\u8981\u6027\u3002\u53e6\u5916\uff0c\u4ece\u6211\u4e2a\u4eba\u7684\u7ecf\u9a8c\u6765\u770b\uff0c\u6211\u65e9\u671f\u66fe\u5728\u727a\u7272\u9700\u6c42\u7684\u60c5\u51b5\u4e0b\u589e\u52a0\u4e86\u4f9b\u5e94\uff0c\u633a\u9177\u7684\u3002\u6211\u4eec\u73b0\u5728\u8fdb\u5165\u5c0f\u7ec4\u95ee\u7b54\u73af\u8282\u3002\u563f Lisa\uff0c\u6211\u770b\u5230\u4f60\u4e3e\u624b\u4e86\u3002\u4f60\u60f3\u52a0\u5165\u804a\u804a\u5417\uff1f      <\/p>\n\n<p><strong>Lisa:<\/strong> \u597d\u7684\u3002\u55e8 Fabrice\u3002\u5f88\u9ad8\u5174\u89c1\u5230\u4f60\u3002\u6211\u662f Lisa\u3002\u6211\u6b63\u5728\u6253\u9020 Buddy\uff0c\u4e00\u4e2a B2B \u518d\u751f\u91d1\u5c5e\u5e02\u573a\u3002\u6211\u77e5\u9053\u4f60\u662f\u4e00\u5bb6\u6307\u6570\u57fa\u91d1\uff0c\u89c1\u8fc7\u6d77\u91cf\u7684\u673a\u4f1a\uff0c\u5305\u62ec\u6258\u7ba1\u578b\u5e02\u573a\u548c\u7eaf\u5e02\u573a\uff0c\u5bf9\u5427\uff1f     <\/p>\n\n<p>\u8fd9\u4e24\u8005\u90fd\u5b58\u5728\uff0c\u4f46\u6211\u8ba4\u4e3a\u4f60\u4f1a\u53d1\u73b0\uff0c\u5728\u7eaf\u5e02\u573a\u548c\u6258\u7ba1\u578b\u5e02\u573a\u4e2d\uff0c\u201c\u6536\u5165\u201d\u7684\u542b\u4e49\u53ef\u80fd\u5b8c\u5168\u4e0d\u540c\u3002\u4f8b\u5982\uff0c\u6211\u4eec\u662f\u57fa\u4e8e\u62bd\u6210\uff08take rate\uff09\u7684\u3002\u800c\u6211\u4eec\u9886\u57df\u7684\u5176\u4ed6\u6240\u6709\u4eba\u90fd\u662f\u4e70\u5165\u518d\u5356\u51fa\u7684\u81ea\u8425\u6a21\u5f0f\u3002  <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u662f\u7684\uff0c\u4f46\u6211\u4eec\u5e76\u4e0d\u50bb\u3002\u610f\u601d\u662f\uff0c\u5982\u679c\u6709\u4eba\u4e70\u5165\u518d\u5356\u51fa\u5e76\u5c06\u5176\u8ba1\u4e3a\u6536\u5165\uff0c\u6211\u5f53\u7136\u8fd8\u662f\u4f1a\u770b\u4ed6\u4eec\u7684\u5229\u6da6\u7387\uff0c\u4ee5\u53ca\u5982\u679c\u6709\u5e93\u5b58\u7684\u8bdd\uff0c\u5176\u8d44\u672c\u6548\u7387\u5982\u4f55\u3002 <\/p>\n\n<p>\u6240\u4ee5\u5f52\u6839\u7ed3\u5e95\uff0c\u6211\u4f1a\u8fdb\u884c\u540c\u7c7b\u6bd4\u8f83\u3002\u5982\u679c\u4f60\u7684\u6536\u5165\u662f\u62bd\u6210\uff0c\u6211\u4f1a\u770b\u8fd9\u4e2a\u62bd\u6210\u7684\u5229\u6da6\u7ed3\u6784\u3002\u6211\u663e\u7136\u4f1a\u628a\u5b83\u4e0e\u4ed6\u4eec\u7684\u505a\u6cd5\u8fdb\u884c\u5bf9\u6bd4\u3002\u6240\u4ee5\uff0c\u6211\u4e0d\u4f1a\u60f3\u592a\u591a\u3002\u6211\u4f1a\u4ece KPI \u548c OKR \u7684\u89d2\u5ea6\u53bb\u505a\u5bf9\u4e1a\u52a1\u6b63\u786e\u7684\u4e8b\uff0c\u4e0d\u4f1a\u7ea0\u7ed3\u4e8e\u6b64\u3002\u6295\u8d44\u8005\u5e76\u4e0d\u50bb\uff0c\u5e02\u573a\u9886\u57df\u7684\u6295\u8d44\u8005\u660e\u767d\u5176\u4e2d\u7684\u533a\u522b\u3002      <\/p>\n\n<p><strong>Lisa:<\/strong> \u8c22\u8c22\u3002\u6211\u77e5\u9053\u4f60\u662f\u5e02\u573a\u9886\u57df\u7684\u6295\u8d44\u8005\uff0c\u6240\u4ee5\u4f60\u5bf9\u6b64\u975e\u5e38\u719f\u6089\u3002\u4f46\u6211\u4eec\u7684\u7ecf\u9a8c\u662f\uff0c\u975e\u5e02\u573a\u9886\u57df\u7684\u6295\u8d44\u8005\u53ef\u80fd\u4e0d\u4f1a\u50cf\u4f60\u8fd9\u6837\u8bc4\u4f30\u3002\u6211\u60f3\u77e5\u9053\u4f60\u5bf9\u4e8e\u201c\u5982\u4f55\u5b9a\u4f4d\u201d\u6709\u6ca1\u6709\u4ec0\u4e48\u5efa\u8bae\uff0c\u5373\u5982\u4f55\u5b9a\u4f4d\u4e00\u4e2a\u5177\u6709\u6210\u4e3a\u4ea4\u6613\u5c42\u6f5c\u529b\u7684\u9879\u76ee\uff08\u56e0\u4e3a\u8fd9\u662f\u7eaf\u5e02\u573a\u7684\u672c\u8d28\uff09\uff0c\u800c\u4e0d\u662f\u53ea\u80fd\u4ece\u6355\u83b7\u7684\u4ea4\u6613\u4e2d\u63d0\u53d6\u6536\u5165\u3002   <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u5728\u4f60\u8ddf\u8e2a\u7684\u8303\u56f4\u5185\uff0c\u4f60\u5e94\u8be5\u63d0\u5230\u5e73\u53f0\u4e0a\u6d41\u8f6c\u7684\u6240\u6709 GMV\uff08\u5546\u54c1\u4ea4\u6613\u603b\u989d\uff09\uff0c\u5bf9\u5427\uff1f\u8fd9\u6837\u5b83\u5c31\u6bd4\u90a3\u4e9b\u4e70\u5356\u81ea\u8425\u516c\u53f8\u7684\u9876\u7ebf\u6536\u5165\u66f4\u5177\u53ef\u6bd4\u6027\u4e86\u3002 <\/p>\n\n<p><strong>Lisa:<\/strong> \u597d\u7684\u3002<\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u5c1d\u8bd5\u5c06\u5b83\u4eec\u4e0e GMV \u6302\u94a9\u3002\u7136\u540e\u4f60\u53ef\u4ee5\u8c08\u8bba\u4f60\u76ee\u524d\u80fd\u53d8\u73b0\u7684\u4ea4\u6613\u767e\u5206\u6bd4\uff0c\u4ee5\u53ca\u672a\u6765\u80fd\u53d8\u73b0\u7684\u767e\u5206\u6bd4\u548c\u539f\u56e0\uff1b\u76ee\u524d\u7684\u62bd\u6210\u662f\u591a\u5c11\uff0c\u4ee5\u53ca\u4e3a\u4ec0\u4e48\u4f60\u8ba4\u4e3a\u5b83\u4f1a\u5448\u4e0a\u5347\u8d8b\u52bf\u3002\u5728 B2B \u5e02\u573a\u4e2d\uff0c\u62bd\u6210\u7684\u9ad8\u4f4e\u53d6\u51b3\u4e8e\u4f9b\u9700\u5f39\u6027\u3002\u5766\u767d\u8bf4\uff0c\u6709\u4e9b\u7c7b\u522b\u4f60\u6839\u672c\u65e0\u6cd5\u62bd\u6210\uff0c\u5c31\u662f\u96f6\u3002\u4f46\u5728\u6709\u4e9b\u7c7b\u522b\u4e2d\uff0c\u4f60\u4ece 1%\u30012% \u6216 3% \u5f00\u59cb\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u5f53\u4f60\u62e5\u6709\u66f4\u591a\u6d41\u52a8\u6027\u5e76\u63d0\u4f9b\u66f4\u591a\u4ef7\u503c\u65f6\uff0c\u4f60\u5b9e\u9645\u4e0a\u53ef\u4ee5\u5c06\u5176\u63d0\u5347\u5230 6%\u30017%\u30018% \u751a\u81f3 9%\u3002    <\/p>\n\n<p>\u7136\u540e\u4f60\u53ef\u4ee5\u589e\u52a0\u878d\u8d44\u3001\u4fdd\u9669\u7b49\u670d\u52a1\uff0c\u6216\u8005\u4efb\u4f55\u5176\u4ed6\u589e\u503c\u4fdd\u969c\uff0c\u4f7f\u4f60\u7684\u7efc\u5408\u6709\u6548\u62bd\u6210\u8fbe\u5230 10% \u5230 15% \u5de6\u53f3\u3002<\/p>\n\n<p><strong>Mike Williams:<\/strong> \u563f\uff0cFabrice\uff0c\u6211\u60f3\u66ff\u4e00\u4f4d\u65e0\u6cd5\u53c2\u52a0\u7684\u521b\u59cb\u4eba\u95ee\u4e2a\u95ee\u9898\uff0c\u8fd9\u5728\u793e\u533a\u91cc\u4e5f\u633a\u5e38\u89c1\u7684\uff0c\u662f\u5173\u4e8e\u5982\u4f55\u8f6c\u578b\u4e3a AI \u539f\u751f\u4f01\u4e1a\uff0c\u6216\u8005\u8003\u8651 AI \u5982\u4f55\u5f71\u54cd\u4f60\u7684\u4e1a\u52a1\u3002<\/p>\n\n<p>\u6211\u4eec\u6709\u5f88\u591a\u5e02\u573a\u7c7b\u9879\u76ee\uff0c\u6bd4\u5982\u5728\u4e00\u5e74\u534a\u524d\u62ff\u4e86\u79cd\u5b50\u8f6e\u3002\u90a3\u4e48\uff0c\u5bf9\u4e8e\u90a3\u4e9b\u5728 AI \u65f6\u4ee3\u4e4b\u524d\u878d\u8d44\u3001\u73b0\u5728\u6b63\u5728\u601d\u8003 AI \u5982\u4f55\u5f71\u54cd\u4e1a\u52a1\u5e76\u8003\u8651\u8f6c\u578b\u7684\u516c\u53f8\uff0c\u4f60\u6709\u6ca1\u6709\u4ec0\u4e48\u6700\u4f73\u5b9e\u8df5\u6216\u5efa\u8bae\uff1f <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u5bf9\u6211\u6765\u8bf4\uff0c\u8fd9\u548c\u4f60\u4eca\u5929\u5f00\u59cb\u505a\u4e00\u4e2a\u65b0\u521d\u521b\u516c\u53f8\u7684\u5efa\u8bae\u662f\u4e00\u6837\u7684\u3002\u4f7f\u7528\u8fd9\u4e9b\u5de5\u5177\uff0c\u96c6\u6210 AI\uff0c\u8981\u62e5\u62b1 AI\u3002\u5982\u679c\u4f60\u9700\u8981\u91cd\u5199\u6280\u672f\u6808\uff0c\u90a3\u5c31\u91cd\u5199\u3002\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0c\u901a\u5e38\u4f60\u4e0d\u9700\u8981\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u6211\u4eec\u7684\u5f88\u591a\u5e02\u573a\u9879\u76ee\u90fd\u5728\u4f7f\u7528\u73b0\u6210\u7684\u5de5\u5177\uff0c\u5bf9\u5427\uff1f    <\/p>\n\n<p>\u6bd4\u5982\u4f7f\u7528 Shopify\uff0c\u56e0\u4e3a\u5f52\u6839\u7ed3\u5e95\uff0c\u6280\u672f\u5e76\u4e0d\u662f\u6838\u5fc3\u2014\u2014\u5c3d\u7ba1\u4f60\u53ef\u80fd\u4f1a\u505a\u5355\u56fe\u4e0a\u67b6\u4e4b\u7c7b\u7684\u4e8b\u60c5\u2014\u2014\u6838\u5fc3\u66f4\u591a\u5728\u4e8e\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u548c\u6d41\u52a8\u6027\u3002\u8fd9\u624d\u662f\u6bd4\u5e95\u5c42\u6280\u672f\u5e73\u53f0\u66f4\u5177\u7ade\u4e89\u529b\u7684\u5dee\u5f02\u5316\u56e0\u7d20\u3002\u4f46\u662f\uff0c\u662f\u7684\uff0c\u8981\u79ef\u6781\u4f7f\u7528\u5de5\u5177\uff0c\u505a\u597d AEO\uff08\u4eba\u5de5\u667a\u80fd\u5f15\u64ce\u4f18\u5316\uff09\uff0c\u5e76\u8ba9\u81ea\u5df1\u88ab\u5927\u8bed\u8a00\u6a21\u578b\uff08LLM\uff09\u7d22\u5f15\u3002  <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u563f\uff0cMolly\u3002\u62b1\u6b49\uff0c\u4f60\u4e3e\u624b\u4e86\u3002\u4f60\u60f3\u4e0a\u6765\u804a\u804a\u5417\uff1f   <\/p>\n\n<p><strong>Molly:<\/strong> \u5f53\u7136\u3002 \u662f\u554a \u55e8\u3002\u6211\u662f Recess \u7684\u521b\u59cb\u4eba\u3002\u5b83\u5c31\u50cf\u662f\u513f\u7ae5\u8bfe\u7a0b\u548c\u590f\u4ee4\u8425\u9886\u57df\u7684 Booking.com\u3002\u5230\u76ee\u524d\u4e3a\u6b62\u6211\u4eec\u5df2\u7ecf\u7b79\u96c6\u4e86 400 \u4e07\u7f8e\u5143\u3002\u6211\u4eec\u7684\u6536\u5165\u8fd8\u4e0d\u5230\u4e00\u5e74\uff0c\u4f46\u589e\u957f\u975e\u5e38\u5feb\uff0c\u6240\u4ee5\u6211\u4eec\u5f88\u5feb\u5c31\u8981\u8fdb\u884c\u4e0b\u4e00\u8f6e\u878d\u8d44\u3002     <\/p>\n\n<p>\u5728\u4e0e\u6295\u8d44\u8005\u8ba8\u8bba\u4e2d\u51fa\u73b0\u7684\u4e00\u4e2a\u95ee\u9898\u662f\u5173\u4e8e LTV\uff08\u5ba2\u6237\u7ec8\u8eab\u4ef7\u503c\uff09\u3002\u8003\u8651\u5230\u6211\u4eec\u670d\u52a1\u7684\u5b69\u5b50\u5e74\u9f84\u6bb5\uff0c\u6211\u4eec\u7684 LTV \u5468\u671f\u5176\u5b9e\u5f88\u957f\u3002\u4f46\u73b0\u5b9e\u4e2d\uff0c\u6211\u4eec\u7684 ICP\uff08\u7406\u60f3\u5ba2\u6237\u753b\u50cf\uff09\u5b8c\u5168\u6ca1\u6709\u6570\u636e\u6765\u652f\u6491\u8fd9\u4e2a LTV\u3002\u9664\u4e86\u7528\u6237\u8c03\u7814\uff0c\u8fd8\u6709\u4ec0\u4e48\u5173\u4e8e\u4ea7\u54c1\u6b63\u5e38\u8d2d\u4e70\u5468\u671f\u7684\u5916\u90e8\u6570\u636e\u662f\u6295\u8d44\u8005\u4f1a\u63a5\u53d7\u5e76\u7528\u6765\u8bc4\u4f30 LTV \u7684\u5417\uff1f  <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u6211\u521a\u624d\u6ca1\u542c\u6e05\u4f60\u5177\u4f53\u5356\u7684\u662f\u4ec0\u4e48\uff0c\u4f46\u53ea\u8981\u6d41\u5931\u7387\u4f4e\uff0c\u800c\u4e14\u4eba\u4eec\u662f\u6309\u6708\u4ed8\u8d39\u7684\uff0c\u4ed6\u4eec\u5c31\u613f\u610f\u8ba4\u53ef\u4f60\u7684 LTV\uff0c\u56e0\u4e3a\u6d41\u5931\u7387\u4f4e\uff0c\u5bf9\u5427\uff1f\u6240\u4ee5 6 \u4e2a\u6708\u300112 \u4e2a\u6708\u300118 \u4e2a\u6708\u540e\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\uff08NRR\uff09\u5176\u5b9e\u5f88\u6709\u8bf4\u670d\u529b\u3002\u5c3d\u7ba1\u6211\u4eec\u770b\u5230\u7684\u5927\u591a\u6570\u79cd\u5b50\u8f6e\u521d\u521b\u516c\u53f8\u4e0a\u7ebf\u65f6\u95f4\u90fd\u4e0d\u8d85\u8fc7 18 \u4e2a\u6708\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u53ef\u4ee5\u6839\u636e\u6d41\u5931\u7387\u9884\u6d4b 5 \u5e74\u6216 10 \u5e74\u7684 LTV \u4e0e CAC\uff08\u83b7\u5ba2\u6210\u672c\uff09\u4e4b\u6bd4\u3002   <\/p>\n\n<p>\u6240\u4ee5\uff0c\u53ea\u8981\u4f60\u6709\u8d1f\u5411\u7684\u51c0\u6536\u5165\u6d41\u5931\uff08\u5373 NRR \u8d85\u8fc7 100%\uff09\uff0c\u6bd4\u5982 18 \u4e2a\u6708\u540e NRR \u662f 150% \u4e4b\u7c7b\u7684\uff0c\u5e76\u4e14\u4f60\u77e5\u9053\u6708\u5ea6\u6216\u5e74\u5ea6\u6d41\u5931\u7387\u662f\u591a\u5c11\uff0c\u4f60\u5c31\u53ef\u4ee5\u8fdb\u884c\u9884\u6d4b\uff0c\u800c\u6211\u4eec\u4f1a\u8ba4\u53ef\u5b83\u3002<\/p>\n\n<p>\u6211\u4eec\u4f1a\u8ba4\u53ef\u4f60\u957f\u671f\u7684 LTV\/CAC \u9884\u6d4b\uff0c\u56e0\u4e3a\u5b83\u662f\u7531\u4f60\u7684\u7559\u5b58\u961f\u5217\uff08cohorts\uff09\u9a71\u52a8\u7684\u3002\u53ea\u8981\u961f\u5217\u6570\u636e\u770b\u8d77\u6765\u4e0d\u9519\uff0c\u6d41\u5931\u7387\u4fdd\u6301\u7a33\u5b9a\u4e14\u5904\u4e8e\u826f\u597d\u6c34\u5e73\uff0c\u90a3\u5c31\u6ca1\u95ee\u9898\u3002\u6211\u4e0d\u9700\u8981\u4f60\u4e0a\u7ebf 10 \u5e74\u624d\u76f8\u4fe1\u4f1a\u6709\u7528\u6237\u4ed8 10 \u5e74\u7684\u8d39\uff0c\u53ea\u8981\u6709\u6570\u636e\u652f\u6301\u5c31\u884c\u3002    <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u563f Julius\uff0c\u770b\u5230\u4f60\u4e3e\u624b\u4e86\u3002\u4f60\u60f3\u52a0\u5165\u5417\uff1f <\/p>\n\n<p><strong>Julius:<\/strong> \u6211\u60f3\u95ee\u95ee\u5356\u5bb6\u7aef\u7684 CAC\u3002\u4f60\u8ba4\u4e3a\u4ec0\u4e48\u6837\u7684\u57fa\u51c6\u7b97\u597d\uff1f\u8fd8\u6709\u8f6c\u5316\u7387\uff0c\u5373\u6211\u4eec\u5f15\u5bfc\u4e00\u4e2a\u5356\u5bb6\u5165\u9a7b\uff0c\u7136\u540e\u4ed6\u57fa\u672c\u4e0a\u5c31\u5728\u5e73\u53f0\u4e0a\u53d1\u5e03\u4e86\u4ea7\u54c1\u3002  <\/p>\n\n<p>\u6211\u4eec\u76ee\u524d\u6709 16,000 \u4e2a\u6708\u6d3b\u7528\u6237\u3002\u6211\u53ea\u662f\u5bf9\u5356\u5bb6\u7aef\u7684 CAC \u611f\u5230\u597d\u5947\u3002  <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u4f60\u613f\u610f\u652f\u6301\u7684 CAC \u5b9e\u9645\u4e0a\u662f\u7531\u8be5\u7528\u6237\u4ea7\u751f\u7684 LTV \u9a71\u52a8\u7684\u3002<\/p>\n\n<p>\u6240\u4ee5\uff0c\u5728\u4e0d\u4e86\u89e3\u5e73\u5747\u8ba2\u5355\u4ef7\u503c\uff08AOV\uff09\u3001\u4ed6\u4eec\u5356\u51fa\u591a\u5c11\u5546\u54c1\u7b49\u60c5\u51b5\u4e0b\uff0c\u6211\u65e0\u6cd5\u56de\u7b54\u8fd9\u4e2a\u95ee\u9898\u3002\u4f60\u9700\u8981\u826f\u597d\u7684\u7ecf\u6d4e\u6548\u76ca\uff0c\u5bf9\u5427\uff1f\u901a\u5e38\u5356\u5bb6\u7684\u7ecf\u6d4e\u6548\u76ca\u6bd4\u4e70\u5bb6\u597d\u5f97\u591a\uff0c\u56e0\u4e3a\u4e00\u4e2a\u5356\u5bb6\u6700\u7ec8\u4f1a\u5728\u5f88\u957f\u4e00\u6bb5\u65f6\u95f4\u5185\u5356\u51fa\u5f88\u591a\u5546\u54c1\u3002  <\/p>\n\n<p>\u6240\u4ee5\u901a\u5e38\u60c5\u51b5\u4e0b\uff0c\u56e0\u4e3a\u83b7\u53d6\u5356\u5bb6\u6bd4\u83b7\u53d6\u4e70\u5bb6\u5bb9\u6613\uff0c\u5356\u5bb6\u7aef\u7684\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u53ef\u80fd\u662f\u4e70\u5bb6\u7684 20 \u500d\u300150 \u500d\u751a\u81f3 100 \u500d\u3002\u4e70\u5bb6\u7aef\u7684\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u53ef\u80fd\u53ea\u6709 3 \u5230 4 \u500d\uff0c\u56e0\u4e3a\u4f60\u5728 Google \u4e0a\u82b1\u4e86\u5f88\u591a\u94b1\uff0c\u800c\u8fd9\u4e9b\u4eba\u53ef\u80fd\u53ea\u4e70\u4e00\u4e24\u6b21\uff08\u53d6\u51b3\u4e8e\u7c7b\u522b\uff09\uff0c\u800c\u5356\u5bb6\u4f1a\u4e0d\u65ad\u5730\u5356\u3002  <\/p>\n\n<p>\u6211\u4f1a\u786e\u4fdd\u4f60\u7684\u5356\u5bb6\u7ecf\u6d4e\u6548\u76ca\u5728\u5355\u4f4d\u7ecf\u6d4e\u57fa\u7840\u4e0a\u8fbe\u5230 10 \u6bd4 1 \u6216 20 \u6bd4 1 \u5de6\u53f3\u3002<\/p>\n\n<p><strong>Mike Williams:<\/strong> \u563f Godfrey\u3002\u62b1\u6b49\uff0c\u8bf7\u4e3e\u624b\u3002\u4f60\u60f3\u52a0\u5165\u5417\uff1f\u6211\u4eec\u8bd5\u7740\u56de\u7b54\u6700\u540e\u4e00\u4e2a\u95ee\u9898\u3002     <\/p>\n\n<p><strong>Godfrey:<\/strong> \u6211\u662f Godfrey\uff0c\u4e00\u5bb6\u8de8\u5883\u8fd0\u8f93\u5e02\u573a\u7684\u521b\u59cb\u4eba\u3002\u6211\u4eec\u5e2e\u52a9\u4e8c\u624b\u8f66\u51fa\u53e3\u5546\u5bfb\u627e\u7ecf\u8fc7\u5ba1\u6838\u7684\u8d27\u8fd0\u7ecf\u7eaa\u4eba\uff0c\u5c06\u4ed6\u4eec\u7684\u8f66\u4ece\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u7684\u62cd\u5356\u884c\u8fd0\u5f80\u6d77\u5916\u3002<\/p>\n\n<p>\u4f60\u63d0\u5230\u878d\u8d44\u7684\u56db\u4e2a\u6807\u51c6\u4e4b\u4e00\u662f\u201c\u597d\u7684\u4ea4\u6613\u201d\uff0c\u6211\u770b\u4e86 FJ Labs \u7684\u878d\u8d44\u6307\u6807\u3002\u6211\u7684\u95ee\u9898\u662f\uff0c\u8fd9\u4e9b\u878d\u8d44\u6307\u6807\u53d1\u751f\u4e86\u600e\u6837\u7684\u53d8\u5316\uff1f <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u8bf4\u5b9e\u8bdd\uff0c\u5728\u5e02\u573a\u7c7b\u9879\u76ee\u4e2d\u5e76\u6ca1\u6709\u592a\u5927\u53d8\u5316\u3002\u878d\u8d44\u89c4\u6a21\u548c\u4f30\u503c\u53ef\u80fd\u7a0d\u5fae\u6da8\u4e86\u4e00\u70b9\u70b9\uff0c\u4f46\u4e0d\u591a\u3002\u771f\u6b63\u6539\u53d8\u683c\u5c40\u7684\u662f AI \u516c\u53f8\uff0c\u6bd4\u5982\u50cf Mistral AI \u8fd9\u6837\u7684\u516c\u53f8\uff0c\u79cd\u5b50\u8f6e\u5c31\u878d\u4e86 10 \u4ebf\uff0c\u6295\u524d\u4f30\u503c 35 \u4ebf\u4e4b\u7c7b\u7684\u3002   <\/p>\n\n<p>\u5f53\u4f60\u89c2\u5bdf\u884c\u4e1a\u7684\u5e73\u5747\u503c\u6216\u4e2d\u4f4d\u6570\u65f6\uff0c\u4f1a\u53d1\u73b0\u4e00\u5207\u90fd\u4e71\u5957\u4e86\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u79bb\u8c31\u7684 AI \u4ea4\u6613\u5b8c\u5168\u5938\u5927\u6216\u6df7\u6dc6\u4e86\u7edf\u8ba1\u6570\u636e\u3002\u9664\u4e86\u4eba\u4eec\u5927\u591a\u8df3\u8fc7\u9884\u79cd\u5b50\u8f6e\uff08pre-seed\uff09\u8fd9\u4e00\u4e8b\u5b9e\u5916\uff0c\u6211\u4eec\u8fd8\u6ca1\u770b\u5230\u975e\u5e38\u5927\u7684\u53d8\u5316\u3002 <\/p>\n\n<p>\u4f46\u6211\u4eec\u786e\u5b9e\u770b\u5230\u7684\u662f\u878d\u8d44\u96be\u5ea6\u589e\u52a0\u4e86\u3002\u6240\u4ee5\uff0c\u4f60\u9700\u8981\u6709\u4e00\u4e2a\u5177\u5907\u826f\u597d\u7ecf\u6d4e\u6548\u76ca\u7684\u589e\u957f\u6545\u4e8b\u3002\u8fd9\u4e2a\u6545\u4e8b\u5fc5\u987b\u975e\u5e38\u6709\u8bf4\u670d\u529b\uff0c\u8ba9\u98ce\u6295\u522b\u65e0\u9009\u62e9\uff0c\u53ea\u80fd\u8ba4\u771f\u5bf9\u5f85\u4f60\u5e76\u8fdb\u884c\u6295\u8d44\u3002  <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u68d2\u7684\u603b\u7ed3\uff0cFabrice\u3002\u6211\u77e5\u9053\u65f6\u95f4\u5230\u4e86\uff0c\u4f46\u6211\u975e\u5e38\u611f\u8c22\u4f60\u4eca\u5929\u62bd\u7a7a\u53c2\u52a0\u6211\u4eec\u7684\u540e\u7eed\u5c0f\u7ec4\u804a\u5929\u3002 <\/p>\n\n<p>\u6211\u77e5\u9053\u6211\u4eec\u804a\u4e86\u5f88\u591a\u5185\u5bb9\uff0c\u6709\u4e9b\u8bdd\u9898\u548c\u95ee\u9898\u786e\u5b9e\u975e\u5e38\u5fae\u5999\uff0c\u800c\u4e14\u53d6\u51b3\u4e8e\u5177\u4f53\u60c5\u51b5\uff0c\u5bf9\u5427\uff1f\u4f46\u6211\u8ba4\u4e3a\u8fd9\u975e\u5e38\u68d2\uff0c\u5bf9\u5927\u5bb6\u90fd\u4f1a\u8d85\u7ea7\u6709\u5e2e\u52a9\u3002\u6211\u6700\u540e\u4e00\u4e2a\u95ee\u9898\uff0c\u4e5f\u662f\u6211\u5178\u578b\u7684\u7ed3\u675f\u8bed\uff1a\u5982\u679c\u4f60\u80fd\u56de\u5230 2026 \u5e74\u4e4b\u524d\uff0c\u56de\u5230\u6211\u4eec\u73b0\u5728\u6240\u5904\u7684\u8fd9\u4e2a AI \u65b0\u65f6\u4ee3\uff0c\u4f60\u4f1a\u5bf9\u81ea\u5df1\u5173\u4e8e\u201c\u5e02\u573a\u201d\u8fd9\u4e2a\u8bdd\u9898\u8bf4\u4e9b\u4ec0\u4e48\uff1f  <\/p>\n\n<p><strong>Fabrice Grinda:<\/strong> \u8001\u5b9e\u8bf4\uff0c\u5982\u679c\u6709\u4e00\u79cd\u4e1a\u52a1\u7c7b\u578b\u6211\u8ba4\u4e3a\u6700\u80fd\u62b5\u5fa1 AI \u9769\u547d\uff0c\u90a3\u5c31\u662f\u5e02\u573a\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u5982\u679c\u6709\u4e00\u4e2a\u7c7b\u522b\u6211\u8ba4\u4e3a\u4eba\u4eec\u4ecd\u7136\u4f4e\u4f30\u4e86\u5b83\u7684\u6f5c\u529b\uff0c\u90a3\u4e5f\u662f\u5e02\u573a\u3002\u76ee\u524d\uff0c\u5728\u6211\u4eec\u7684\u6d88\u8d39\u751f\u6d3b\u4e2d\uff0c\u6211\u4eec\u786e\u5b9e\u5f97\u5230\u4e86\u5f88\u597d\u7684\u670d\u52a1\uff0c\u6bd4\u5982 Lime\u3001Instacart\u3001\u4e9a\u9a6c\u900a\u3001eBay\u3001Uber \u548c Airbnb\u3002\u5728\u6bcf\u4e2a\u4e3b\u8981\u7c7b\u522b\u4e2d\uff0c\u5e02\u573a\u90fd\u8986\u76d6\u4e86 15%\u300120%\u300125% \u7684\u5546\u4e1a\u6d3b\u52a8\u3002   <\/p>\n\n<p>\u4f46\u518d\u770b\u770b B2B \u9886\u57df\uff0c\u51e0\u4e4e\u8fd8\u662f\u4e00\u7247\u7a7a\u767d\u3002\u5728\u5927\u591a\u6570\u7c7b\u522b\u4e2d\uff0c\u6e17\u900f\u7387\u8fd8\u4e0d\u8db3 1%\u3002\u5728\u8fd9\u4e9b\u4ef7\u503c\u6570\u4e07\u4ebf\u3001\u6570\u5341\u4e07\u4ebf\u7f8e\u5143\u7684\u7c7b\u522b\u4e2d\uff0c\u6e17\u900f\u7387\u80af\u5b9a\u4f4e\u4e8e 5%\u3002\u6211\u8ba4\u4e3a\uff0c\u56e0\u4e3a\u4f60\u53ef\u4ee5\u505a\u66f4\u591a\u7684\u5de5\u4f5c\uff0c\u4e5f\u56e0\u4e3a\u5b83\u4eec\u8fdb\u5c55\u7f13\u6162\u7b49\u7b49\uff0c\u4f60\u5c06\u62e5\u6709\u60ca\u4eba\u7684\u9632\u5fa1\u6027\u3002\u6240\u4ee5\u6211\u4ecd\u7136\u8ba4\u4e3a\u5e02\u573a\u662f\u672a\u6765\u7684\u65b9\u5411\u3002\u5b83\u4eec\u662f\u8f7b\u8d44\u4ea7\u7684\uff0c\u4f60\u4f1a\u5efa\u7acb\u8d77\u62a4\u57ce\u6cb3\uff0c\u5b83\u4eec\u5c06\u5177\u6709\u9632\u5fa1\u6027\u3002      <\/p>\n\n<p>\u53ea\u8981\u5229\u7528\u597d\u6240\u6709\u7684\u5de5\u5177\uff0c\u4e0d\u8981\u8ba9\u81ea\u5df1\u88ab\u7d22\u5f15\uff08\u88ab\u52a8\u5229\u7528\uff09\uff0c\u4f46\u8981\u660e\u786e\u4e00\u70b9\uff0c\u4e0d\u8981\u8ba9\u4ed6\u4eec\u5229\u7528\u4f60\u6765\u8bad\u7ec3\u6570\u636e\u3002\u6ca1\u9519\uff0c\u4f60\u4ecd\u7136\u5904\u4e8e\u6b63\u786e\u7684\u9886\u57df\uff0c\u505a\u7740\u6b63\u786e\u7684\u4e8b\u60c5\u3002 <\/p>\n\n<p><strong>Mike Williams:<\/strong> \u592a\u68d2\u4e86\u3002\u8fd9\u662f\u975e\u5e38\u597d\u7684\u4e34\u522b\u5efa\u8bae\uff0c\u5f88\u591a\u4eba\u90fd\u5728\u70b9\u5934\u8ba4\u540c\u3002\u6211\u4eec\u518d\u6b21\u611f\u8c22\u4f60\u62bd\u7a7a\u52a0\u5165\u6211\u4eec\u3002\u5f53\u7136\uff0c\u6211\u4f1a\u5206\u4eab\u4f60\u7684\u535a\u5ba2\u548c FJ \u7684\u94fe\u63a5\uff0c\u8fd9\u6837\u5982\u679c\u5927\u5bb6\u8fd8\u6ca1\u5173\u6ce8\u7684\u8bdd\uff0c\u53ef\u4ee5\u4fdd\u6301\u5173\u6ce8\u5e76\u8054\u7cfb\u3002  <\/p>\n\n<p>\u975e\u5e38\u611f\u8c22\u4f60\u7684\u52a0\u5165\uff0c\u4e5f\u8c22\u8c22\u5927\u5bb6\u4eca\u5929\u63d0\u51fa\u7684\u7cbe\u5f69\u95ee\u9898\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6211\u5f88\u9ad8\u5174\u80fd\u4e0e Everything Marketplaces \u7684 Mike Williams \u804a\u804a AI \u65f6\u4ee3\u5e73\u53f0\u578b\u5e02\u573a\u7684\u73b0\u72b6\u3002 0:04 \u5f00\u573a\u4ecb\u7ecd&#x200d;0:58 Fabrice \u7684\u80cc\u666f\u4ecb\u7ecd<\/p>\n","protected":false},"author":9,"featured_media":68567,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[749,752],"tags":[],"class_list":["post-68640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-749","category-752"],"acf":[],"contentUpdated":"Everything Marketplaces \u4e13\u5bb6\u8bfe\uff1aAI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a. Categories - \u8bbf\u8c08\u4e0e\u7089\u8fb9\u8c08\u8bdd, \u5e02\u573a. Date-Posted - 2026-04-21T20:07:53 . \n \u6211\u5f88\u9ad8\u5174\u80fd\u4e0e Everything Marketplaces \u7684 Mike Williams \u804a\u804a AI \u65f6\u4ee3\u5e73\u53f0\u578b\u5e02\u573a\u7684\u73b0\u72b6\u3002\n 0:04 \u5f00\u573a\u4ecb\u7ecd&#x200d;0:58 Fabrice \u7684\u80cc\u666f\u4ecb\u7ecd&#x200d;1:44 Fabrice \u5728\u6295\u8d44\u5e73\u53f0\u578b\u5e02\u573a\u65f6\u770b\u91cd\u4ec0\u4e48&#x200d;4:46 AI \u6d6a\u6f6e\u4e0b\u7684\u5e73\u53f0\u578b\u5e02\u573a\u73b0\u72b6&#x200d;17:28 AI \u539f\u751f\u5e73\u53f0\u578b\u5e02\u573a\u7684\u65b0\u7b56\u7565&#x200d;19:03 AI \u8d4b\u80fd\u5e73\u53f0\u578b\u5e02\u573a\u7684\u589e\u957f\u7387&#x200d;22:50 AI \u5982\u4f55\u6539\u53d8\u5e73\u53f0\u578b\u5e02\u573a\u7684\u8d44\u91d1\u9700\u6c42&#x200d;25:40 AI \u65f6\u4ee3\u5e73\u53f0\u578b\u5e02\u573a\u7684\u9632\u5fa1\u529b&#x200d;28:13 \u7ed9 2026 \u5e74\u521b\u4e1a\u505a\u5e73\u53f0\u7684\u521b\u59cb\u4eba\u7684\u5efa\u8bae&#x200d;31:08 \u5c0f\u7ec4\u95ee\u7b54\uff1a\u6295\u8d44\u8005\u5982\u4f55\u8bc4\u4f30\u6258\u7ba1\u578b\u5e73\u53f0&#x200d;33:44 \u5c0f\u7ec4\u95ee\u7b54\uff1a\u5411 AI \u539f\u751f\u8f6c\u578b\u7684\u5efa\u8bae&#x200d;34:55 \u5c0f\u7ec4\u95ee\u7b54\uff1a\u5982\u4f55\u8ba1\u7b97 LTV&#x200d;36:45 \u5c0f\u7ec4\u95ee\u7b54\uff1a\u5356\u5bb6\u7aef\u7684 CAC&#x200d;38:17 \u5c0f\u7ec4\u95ee\u7b54\uff1a2026 \u5e74\u7684\u878d\u8d44\u57fa\u51c6&#x200d;40:10 \u6700\u540e\u7684\u5e73\u53f0\u521b\u4e1a\u5efa\u8bae\n \u9664\u4e0a\u8ff0 YouTube \u89c6\u9891\u5916\uff0c\u60a8\u8fd8\u53ef\u4ee5\u5728iTunes\u548cSpotify \u4e0a\u6536\u542c\u64ad\u5ba2\u3002\n \u6587\u5b57\u7a3f\n Mike Williams: \u6b22\u8fce\u56de\u5230 Everything Marketplaces\uff0c\u5728\u8fd9\u91cc\u6211\u4eec\u4e0e\u5f53\u4eca\u9876\u7ea7\u5e73\u53f0\u578b\u5e02\u573a\u7684\u521b\u59cb\u4eba\u548c\u9886\u5bfc\u8005\u5bf9\u8bdd\u3002\u8fd9\u662f\u7b2c 209 \u671f\uff0c\u4e5f\u662f\u4e00\u6b21\u975e\u5e38\u68d2\u7684\u5c0f\u7ec4\u8ba8\u8bba\uff0c\u5609\u5bbe\u662f FJ Labs \u7684\u5408\u4f19\u4eba Fabrice Grinda\u3002FJ Labs \u662f\u4e00\u5bb6\u65e9\u671f\u98ce\u9669\u6295\u8d44\u57fa\u91d1\uff0c\u5df2\u652f\u6301\u8d85\u8fc7 1200 \u5bb6\u521d\u521b\u516c\u53f8\uff0c\u5305\u62ec\u963f\u91cc\u5df4\u5df4\u3001Flexport\u3001Clutch \u7b49\u77e5\u540d\u5e73\u53f0\u3002  \n Fabrice \u4e5f\u662f\u6211\u4eec\u5c0f\u7ec4\u8ba8\u8bba\u7684\u8001\u670b\u53cb\u4e86\u3002\u5f88\u9ad8\u5174\u80fd\u518d\u6b21\u9080\u8bf7\u4ed6\uff0c\u6211\u4eec\u5148\u7b80\u5355\u56de\u987e\u4e86 FJ Labs \u98ce\u9669\u6295\u8d44\u57fa\u91d1\u4ee5\u53ca\u4ed6\u4eec\u5728\u6295\u8d44\u5e73\u53f0\u65f6\u770b\u91cd\u7684\u7279\u8d28\u3002\u968f\u540e\uff0c\u6211\u4eec\u6df1\u5165\u63a2\u8ba8\u4e86 AI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\uff0c\u8ba8\u8bba\u4e86 AI \u5982\u4f55\u8ba9\u5e73\u53f0\u66f4\u5bb9\u6613\u5efa\u7acb\u9632\u5fa1\u529b\uff0c\u4ee5\u53ca\u5f53\u524d\u7684\u878d\u8d44\u73b0\u72b6\u3002   \n Fabrice \u4e3a\u521b\u59cb\u4eba\u5206\u4eab\u4e86\u8bb8\u591a\u5efa\u8bae\uff0c\u6211\u4eec\u8fd8\u8fdb\u884c\u4e86\u4e00\u573a\u7cbe\u5f69\u7684\u5c0f\u7ec4\u95ee\u7b54\u3002\u6211\u5f88\u4eab\u53d7\u8fd9\u6b21\u5bf9\u8bdd\uff0c\u76f8\u4fe1\u4f60\u4e5f\u4f1a\u89c9\u5f97\u8fd9\u671f\u5185\u5bb9\u975e\u5e38\u503c\u5f97\u770b\u5230\u6700\u540e\u3002  \n \u90a3\u4e48 Fabrice\uff0c\u5f88\u9ad8\u5174\u4f60\u80fd\u518d\u6b21\u53c2\u52a0\u4eca\u5929\u7684\u540e\u7eed\u5c0f\u7ec4\u8ba8\u8bba\u3002\u611f\u89c9\u81ea\u4ece\u4f60\u4e0a\u6b21\u6765\u804a\u8fc7\u4e4b\u540e\uff0c\u867d\u7136\u624d\u8fc7\u53bb\u51e0\u5e74\uff0c\u4f46\u4e00\u5207\u90fd\u53d1\u751f\u4e86\u7ffb\u5929\u8986\u5730\u7684\u53d8\u5316\u3002\u5f53\u7136\uff0c\u6211\u4eec\u4eca\u5929\u6709\u5f88\u591a\u5185\u5bb9\u8981\u6df1\u5165\u63a2\u8ba8\uff0c\u5c24\u5176\u662f AI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\u3002\u4e0d\u8fc7\uff0c\u6211\u60f3\u5982\u679c\u4f60\u80fd\u5148\u4e3a\u90a3\u4e9b\u53ef\u80fd\u8fd8\u4e0d\u4e86\u89e3\u4f60\u3001\u521a\u52a0\u5165\u6211\u4eec\u7684\u670b\u53cb\u7b80\u5355\u4ecb\u7ecd\u4e00\u4e0b\u4f60\u7684\u80cc\u666f\uff0c\u90a3\u5c31\u592a\u597d\u4e86\u3002  \n Fabrice Grinda: \u81ea 1998 \u5e74\u4ee5\u6765\uff0c\u6211\u4e00\u76f4\u662f\u4e00\u540d\u79d1\u6280\u521b\u4e1a\u8005\u548c\u6295\u8d44\u8005\uff0c\u81f3\u4eca\u5df2\u6709 28 \u5e74\u4e86\u3002\u6211\u521b\u529e\u4e86\u4e09\u5bb6\u5927\u578b\u98ce\u9669\u6295\u8d44\u652f\u6301\u7684\u516c\u53f8\uff0c\u5176\u4e2d\u6700\u540e\u4e00\u5bb6\u53d1\u5c55\u5230\u4e86\u5728 30 \u4e2a\u56fd\u5bb6\u62e5\u6709 11,000 \u540d\u5458\u5de5\uff0c\u72ec\u7acb\u8bbf\u5ba2\u8d85\u8fc7 3 \u4ebf\u3002\u5b83\u76f8\u5f53\u4e8e\u4e16\u754c\u5176\u4ed6\u5730\u533a\u7684 Craigslist\u3002\u5728\u4ece 98 \u5e74\u5f00\u59cb\u7684\u6574\u4e2a\u804c\u4e1a\u751f\u6daf\u4e2d\uff0c\u6211\u4e00\u76f4\u5728\u6295\u8d44\u5e73\u53f0\u578b\u5e02\u573a\u3002   \n \u540e\u6765\u6211\u628a\u8fd9\u4ef6\u4e8b\u4e13\u4e1a\u5316\u4e86\u30022016 \u5e74\uff0c\u6211\u521b\u7acb\u4e86 FJ Labs\uff0c\u8fd9\u662f\u4e00\u5bb6\u4e13\u95e8\u6295\u8d44\u8f7b\u8d44\u4ea7\u4e1a\u52a1\u7684\u98ce\u9669\u6295\u8d44\u57fa\u91d1\uff0c\u4e3b\u8981\u652f\u6301\u90a3\u4e9b\u7531\u98ce\u9669\u6295\u8d44\u9a71\u52a8\u7684\u4e1a\u52a1\u548c\u5927\u578b\u5e73\u53f0\u3002\u6211\u4eec\u5df2\u7ecf\u6295\u8d44\u4e86\uff0c\u6211\u60f3\u60f3\uff0c\u5927\u6982 1300 \u5bb6\u4f01\u4e1a\u3002\u6211\u4eec\u5df2\u7ecf\u6709\u8d85\u8fc7 300 \u6b21\u9000\u51fa\uff0c\u5230\u76ee\u524d\u4e3a\u6b62\uff0c\u5b9e\u73b0\u7684\u590d\u5408\u5e74\u5316\u6536\u76ca\u7387\uff08IRR\uff09\u5927\u7ea6\u5728 30% \u5de6\u53f3\u3002    \n Mike Williams: \u8fd9\u80cc\u666f\u786e\u5b9e\u975e\u5e38\u60ca\u4eba\u3002\u5f53\u7136\uff0c\u6211\u4eec\u63a5\u4e0b\u6765\u8981\u804a\u5f88\u591a\u5185\u5bb9\u3002\u6211\u60f3\u5148\u505a\u4e00\u4e2a\u7b80\u5355\u7684\u56de\u987e\uff0c\u4f60\u80fd\u7ed9\u6211\u4eec\u4ecb\u7ecd\u4e00\u4e0b FJ Labs \u8fd9\u5bb6\u98ce\u9669\u6295\u8d44\u57fa\u91d1\uff0c\u4ee5\u53ca\u4f60\u4eec\u5728\u6295\u8d44\u5e73\u53f0\u65f6\u770b\u91cd\u4ec0\u4e48\u5417\uff1f   \n Fabrice Grinda: FJ Labs \u5b9e\u9645\u4e0a\u662f\u6211\u4e2a\u6027\u7684\u4f53\u73b0\u3002\u5728\u6210\u4e3a\u98ce\u9669\u6295\u8d44\u5bb6\u4e4b\u524d\uff0c\u6211\u662f\u4e00\u540d\u8d85\u7ea7\u5929\u4f7f\u6295\u8d44\u4eba\u3002\u6211\u4ece\u4e0d\u505a\u90a3\u79cd\u81ea\u4e0a\u800c\u4e0b\u7684\u57fa\u91d1\u6784\u5efa\u3002\u6211\u770b\u5230\u4e00\u4e2a\u9879\u76ee\uff0c\u9047\u5230\u4e00\u4e2a\u6211\u559c\u6b22\u7684\u3001\u80fd\u8bf4\u670d\u6211\u7684\u521b\u59cb\u4eba\uff0c\u6211\u5c31\u4f1a\u6295\u8d44\u3002\u56e0\u4e3a\u6211\u6709\u5f3a\u70c8\u7684\u597d\u5947\u5fc3\uff0c\u6211\u8ba4\u4e3a\u79d1\u6280\u662f\u89e3\u51b3\u4e16\u754c\u95ee\u9898\u7684\u624b\u6bb5\u3002\u5728 21 \u4e16\u7eaa\uff0c\u6211\u8ba4\u4e3a\u6211\u4eec\u8981\u89e3\u51b3\u4e09\u4e2a\u6839\u672c\u95ee\u9898\uff1a\u6c14\u5019\u53d8\u5316\u3001\u673a\u4f1a\u4e0d\u5e73\u7b49\uff0c\u4ee5\u53ca\u8eab\u5fc3\u5065\u5eb7\u5371\u673a\u3002\u6211\u559c\u6b22\u5229\u7528\u79d1\u6280\uff0c\u5c24\u5176\u662f\u8f7b\u8d44\u4ea7\u79d1\u6280\uff0c\u6765\u63d0\u4f9b\u6bd4\u66ff\u4ee3\u65b9\u6848\u66f4\u597d\u3001\u66f4\u4fbf\u5b9c\u3001\u66f4\u5feb\u7684\u89e3\u51b3\u65b9\u6848\u3002\u81f3\u4e8e\u6211\u770b\u91cd\u7684\u4e1c\u897f\uff0c\u4ece\u6839\u672c\u4e0a\u8bf4\u5e76\u6ca1\u6709\u53d1\u751f\u4efb\u4f55\u5f62\u5f0f\u7684\u53d8\u5316\u3002       \n \u6211\u6709\u56db\u4e2a\u7b5b\u9009\u6807\u51c6\uff0c\u81f3\u4eca\u4f9d\u7136\u9002\u7528\uff0c\u867d\u7136\u5728 AI \u65f6\u4ee3\u6211\u505a\u4e86\u4e00\u4e9b\u5fae\u8c03\uff0c\u4f46\u8fd9\u56db\u4e2a\u6807\u51c6\u672c\u8eab\u6ca1\u53d8\u3002\u7b2c\u4e00\u662f\u201c\u6211\u559c\u6b22\u8fd9\u4e2a\u521b\u59cb\u4eba\u5417\uff1f\u201d\uff0c\u5bf9\u6211\u6765\u8bf4\uff0c\u8fd9\u610f\u5473\u7740\u5bf9\u65b9\u8981\u975e\u5e38\u6709\u53e3\u624d\uff1b\u56e0\u4e3a\u65e0\u8bba\u4f60\u613f\u4e0d\u613f\u610f\uff0c\u4f5c\u4e3a\u521b\u59cb\u4eba\uff0c\u4f60\u5c31\u662f\u4e00\u4e2a\u9500\u552e\uff0c\u4f60\u5728\u5411\u5458\u5de5\u3001\u5408\u4f5c\u4f19\u4f34\u3001\u6295\u8d44\u8005\u3001\u5a92\u4f53\u63a8\u9500\u3002 \n \u6240\u4ee5\uff0c\u65e0\u8bba\u4f60\u662f\u5185\u5411\u8fd8\u662f\u5916\u5411\uff0c\u4f60\u90fd\u9700\u8981\u6709\u53e3\u624d\u3002\u7b2c\u4e8c\uff0c\u201c\u4f60\u80fd\u6267\u884c\u4e0a\u8ff0\u613f\u666f\u5417\uff1f\u201d\u8fd9\u4e24\u70b9\u90fd\u662f\u5fc5\u8981\u4f46\u4e0d\u5145\u5206\u7684\uff0c\u5982\u679c\u5206\u5f00\u5c31\u6ca1\u610f\u4e49\u3002\u4f60\u9700\u8981\u4e24\u8005\u517c\u5907\u624d\u80fd\u6210\u4e3a\u4e00\u540d\u4f1f\u5927\u7684\u521b\u59cb\u4eba\u3002\u6211\u5728\u4e00\u5c0f\u65f6\u7684\u7535\u8bdd\u4e2d\u5224\u65ad\u4e00\u4e2a\u4eba\u6267\u884c\u529b\u7684\u65b9\u6cd5\u5c31\u662f\u7b2c\u4e8c\u70b9\uff0c\u201c\u6211\u559c\u6b22\u8fd9\u95e8\u751f\u610f\u5417\uff1f\u201d\u3002\u8fd9\u7ed3\u5408\u4e86\u603b\u53ef\u5bfb\u5740\u5e02\u573a\uff08TAM\uff09\u7684\u89c4\u6a21\uff0c\u4f46\u5bf9\u5e73\u53f0\u6765\u8bf4\u66f4\u91cd\u8981\u7684\u662f\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u3002\u4f60\u5728\u4f9b\u5e94\u7aef\u548c\u9700\u6c42\u7aef\u7684\u5168\u989d\u83b7\u5ba2\u6210\u672c\uff08CAC\uff09\u662f\u591a\u5c11\uff1f\u6bcf\u4e2a\u5ba2\u6237\u7684\u51c0\u8d21\u732e\u5229\u6da6\u662f\u591a\u5c11\uff1f\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u4f60\u7684\u7559\u5b58\u8868\u73b0\uff08cohorts\uff09\u5982\u4f55\uff1f        \n \u57fa\u4e8e CM2\uff08\u8d21\u732e\u6bdb\u5229 2\uff09\u8ba1\u7b97\u7684 LTV \u4e0e CAC \u7684\u6bd4\u7387\u662f\u591a\u5c11\uff1f\u65e0\u8bba\u4f60\u5904\u4e8e\u4ec0\u4e48\u9636\u6bb5\uff0c\u6211\u90fd\u5e0c\u671b\u4f60\u80fd\u56de\u7b54\u8fd9\u4e9b\u95ee\u9898\u3002\u5373\u4f7f\u662f\u5728\u53d1\u5e03\u524d\uff0c\u6211\u4e5f\u5e0c\u671b\u4f60\u5df2\u7ecf\u601d\u8003\u8fc7\u8fd9\u4e9b\u3002\u5982\u679c\u4f60\u6ca1\u60f3\u8fc7\uff0c\u4f60\u5f88\u96be\u5728\u8fd9\u4e2a\u60f3\u6cd5\u4e0a\u6267\u884c\u6210\u529f\u3002    \n \u7b2c\u4e09\uff1a\u4ea4\u6613\u6761\u6b3e\u662f\u4ec0\u4e48\uff1f\u6211\u5bf9\u4ef7\u683c\u5f88\u654f\u611f\u3002\u8fd9\u4e0d\u4ee3\u8868\u6211\u60f3\u8981\u4fbf\u5b9c\u8d27\uff0c\u6211\u5e0c\u671b\u4ef7\u683c\u662f\u516c\u5e73\u7684\u3002\u8981\u8003\u8651\u5230\u4f60\u7684\u589e\u957f\u52bf\u5934\u3001\u673a\u4f1a\u4ee5\u53ca\u4f60\u6b63\u5728\u89e3\u51b3\u7684\u95ee\u9898\uff0c\u7ed9\u51fa\u516c\u5e73\u7684\u4ef7\u683c\u3002    \n \u7b2c\u56db\uff0c\u5766\u767d\u8bf4\u540c\u6837\u57fa\u7840\u7684\u4e00\u70b9\u662f\uff0c\u201c\u4f60\u89e3\u51b3\u7684\u95ee\u9898\u662f\u6211\u5173\u5fc3\u7684\u5417\uff1f\u4ece\u6211\u7684\u89d2\u5ea6\u770b\uff0c\u5b83\u662f\u5426\u8ba9\u4e16\u754c\u53d8\u5f97\u66f4\u7f8e\u597d\uff1f\u201d\u663e\u7136\u8fd9\u5e26\u6709\u4e3b\u89c2\u504f\u89c1\uff0c\u4f46\u6211\u5bf9\u4e16\u754c\u672a\u6765\u7684\u8d70\u5411\u6709\u5f88\u6e05\u6670\u7684\u8ba4\u77e5\uff0c\u6bd4\u5982\u79fb\u52a8\u51fa\u884c\u7684\u672a\u6765\u3001\u673a\u5668\u4eba\u7684\u672a\u6765\u3001\u98df\u54c1\u7684\u672a\u6765\u7b49\u7b49\u3002\u4f60\u7684\u60f3\u6cd5\u6700\u597d\u80fd\u987a\u5e94\u5927\u8d8b\u52bf\uff0c\u5bf9\u5427\uff1f\u8981\u987a\u5e94\u5386\u53f2\u7684\u6f6e\u6d41\uff0c\u800c\u4e0d\u662f\u80cc\u9053\u800c\u9a70\u3002    \n \u6240\u4ee5\uff0c\u5982\u679c\u8fd9\u56db\u4e2a\u6807\u51c6\u90fd\u6ee1\u8db3\uff0c\u6211\u5c31\u4f1a\u6295\u8d44\uff0c\u800c\u4e14\u6211\u4eec\u6295\u8d44\u901f\u5ea6\u5f88\u5feb\uff0c\u4e00\u5468\u5185\u4e24\u6b21\u4e00\u5c0f\u65f6\u7684\u4f1a\u8bae\uff0c\u6295\u8fd8\u662f\u4e0d\u6295\u5c31\u5b9a\u4e86\u3002\u8fd9\u4e00\u70b9\u6ca1\u53d8\u3002\u5c31\u662f\u8fd9\u6837\u3002    \n Mike Williams: \u8fd9\u4e9b\u6807\u51c6\u5bf9\u5927\u5bb6\u4f1a\u975e\u5e38\u6709\u5e2e\u52a9\u3002\u6211\u76f8\u4fe1\u5230\u4e86\u5c0f\u7ec4\u95ee\u7b54\u73af\u8282\uff0c\u5927\u5bb6\u80af\u5b9a\u4f1a\u6709\u4e0d\u5c11\u95ee\u9898\u3002\u4f46\u662f\uff0c\u6211\u60f3\u8f6c\u800c\u8c08\u8c08\u6211\u4eec\u6240\u5904\u7684 AI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\u3002\u663e\u7136\uff0c\u4f60\u5df2\u7ecf\u770b\u5230\u4e86 AI \u5bf9\u5e73\u53f0\u7684\u5f71\u54cd\u3002\u90a3\u4e48\u4f5c\u4e3a\u8d77\u70b9\uff0c\u6211\u4eec\u73b0\u5728\u7684\u60c5\u51b5\u5982\u4f55\uff1f    \n Fabrice Grinda: \u6211\u4f1a\u8bf4\uff0c\u73b0\u5728\u5e73\u53f0\u521b\u59cb\u4eba\u548c\u516c\u5f00\u5e02\u573a\u6295\u8d44\u8005\u5bf9\u4e8e AI \u5bf9\u5e73\u53f0\u5f71\u54cd\u7684\u62c5\u5fe7\u6b63\u5904\u4e8e\u9876\u5cf0\u3002\u4ed6\u4eec\u89c9\u5f97\uff0c\u5929\u54ea\uff01\u6d41\u91cf\u5165\u53e3\u90fd\u8981\u8f6c\u79fb\u5230 AI \u667a\u80fd\u4f53\uff08agents\uff09\u90a3\u91cc\u53bb\u4e86\uff0c\u56e0\u6b64\u4f60\u5c06\u65e0\u6cd5\u83b7\u5f97\u5229\u6da6\uff0c\u4f1a\u9762\u4e34\u5de8\u5927\u7684\u5229\u6da6\u538b\u7f29\u548c\u53bb\u4e2d\u4ecb\u5316\u3002\u4e5f\u8bb8\u50cf GPT \u548c Claude \u8fd9\u79cd\u77ed\u5c3e\u5927\u6a21\u578b\u4f1a\u8fdb\u884c\u5782\u76f4\u6574\u5408\uff0c\u5305\u63fd\u4e00\u5207\uff0c\u5e73\u53f0\u5c06\u5b8c\u5168\u6ca1\u6709\u751f\u5b58\u7a7a\u95f4\u3002\u751a\u81f3\u53ef\u80fd\u6574\u4e2a\u5546\u4e1a\u73af\u8282\u90fd\u53d8\u6210\u667a\u80fd\u4f53\u7535\u5546\uff0c\u8fde\u4eba\u7c7b\u90fd\u4e0d\u53c2\u4e0e\u5176\u4e2d\u4e86\uff0c\u5e73\u53f0\u4e5f\u5c31\u53d8\u5f97\u65e0\u5173\u7d27\u8981\u4e86\u3002    \n \u5bf9\u4e8e\u8fd9\u4e9b\u89c2\u70b9\uff0c\u6211\u4ece\u6839\u672c\u4e0a\u5b8c\u5168\u4e0d\u540c\u610f\u3002\u9996\u5148\uff0c\u89c2\u5bdf\u73b0\u5728\u5e73\u53f0\u4e0a\u7528\u6237\u7684\u884c\u4e3a\uff0c\u6211\u5e76\u6ca1\u6709\u770b\u5230\u5411\u5927\u6a21\u578b\u7684\u8f6c\u79fb\uff0c\u6211\u4e5f\u4e0d\u8ba4\u4e3a\u4f1a\u6709\u8fd9\u79cd\u8f6c\u79fb\uff0c\u56e0\u4e3a\u5e73\u53f0\u4e0a\u6709\u4e09\u79cd\u8d2d\u4e70\u884c\u4e3a\u3002 \n \u7b2c\u4e00\u79cd\u662f\u5a31\u4e50\u6027\u6d4f\u89c8\uff0c\u5c31\u50cf\u5728\u767e\u8001\u6c47\u6216\u82cf\u8c6a\u533a\u901b\u8857\u4e00\u6837\uff0c\u4e00\u5bb6\u5e97\u63a5\u4e00\u5bb6\u5e97\u5730\u901b\u3002\u5982\u679c\u4f60\u5728\u8fd9\u4e00\u7c7b\u7f51\u7ad9\u4e0a\uff0c\u6bd4\u5982\u4e8c\u624b\u65f6\u5c1a\u7c7b\u522b\u7684 Vinted\uff0c\u6d4f\u89c8\u672c\u8eab\u5c31\u662f\u4e00\u79cd\u5a31\u4e50\uff0c\u5e73\u5747\u6bcf\u6b21\u8bbf\u95ee\u4f1a\u6d4f\u89c8 20 \u5230 30 \u4e2a\u9875\u9762\u3002  \n \u4f60\u4e00\u4e2a\u6708\u4f1a\u8bbf\u95ee\u597d\u51e0\u6b21\u3002\u4f60\u5e76\u4e0d\u662f\u771f\u7684\u5728\u627e\u7279\u5b9a\u7684\u4e1c\u897f\uff0c\u4f46\u901a\u5e38\u5ba2\u5355\u4ef7\u8f83\u4f4e\uff0c\u4f60\u4f1a\u8fdb\u884c\u51b2\u52a8\u6d88\u8d39\u3002\u540c\u6837\uff0c\u8fd9\u79cd\u4fe1\u606f\u6d41\u7edd\u5bf9\u4e0d\u53ef\u80fd\u8f6c\u79fb\u5230\u5927\u6a21\u578b\u4e0a\u3002\u5728\u4efb\u4f55\u5927\u6a21\u578b\u4e2d\uff0c\u521b\u5efa\u4e00\u4e2a\u5e73\u5747\u5355\u4ef7 30 \u6b27\u5143\u7684\u4e8c\u624b\u65f6\u5c1a\u4fe1\u606f\u6d41\u7edd\u5bf9\u6392\u4e0d\u8fdb\u524d\u4e00\u5343\u4e2a\u4f18\u5148\u7ea7\u3002\u5927\u6a21\u578b\u662f\u4e3a\u4e86\u6548\u7387\u800c\u8bbe\u8ba1\u7684\uff0c\u800c\u4e0d\u662f\u4e3a\u4e86\u90a3\u4e9b\u60f3\u968f\u4fbf\u901b\u901b\u7684\u4eba\u3002\u5728\u4e0d\u9700\u8981\u6548\u7387\u7684\u573a\u666f\u4e0b\uff0c\u5b83\u884c\u4e0d\u901a\u3002\u5373\u4f7f\u6d41\u91cf\u771f\u7684\u8f6c\u79fb\u8fc7\u53bb\uff0c\u6211\u4e5f\u4e0d\u89c9\u5f97\u6709\u4ec0\u4e48\u5927\u4e0d\u4e86\u3002       \n \u7b2c\u4e8c\u79cd\uff0c\u5982\u679c\u4f60\u975e\u5e38\u6e05\u695a\u81ea\u5df1\u60f3\u8981\u4ec0\u4e48\uff0c\u90a3\u4e5f\u6ca1\u6709\u7406\u7531\u53bb\u7528\u5927\u6a21\u578b\uff0c\u5bf9\u5427\uff1f\u73b0\u5728\u7684\u884c\u4e3a\u662f\u76f4\u63a5\u53bb\u4e9a\u9a6c\u900a\u3001eBay\uff0c\u6216\u8005\u5728\u8f83\u5c0f\u7a0b\u5ea6\u4e0a\u7528\u8c37\u6b4c\uff0c\u8f93\u5165\u578b\u53f7\uff0c\u6bd4\u5982 LG TV C3 65 \u82f1\u5bf8 OLED\uff0c\u7136\u540e\u641e\u5b9a\u3002 \n \u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u5373\u4f7f\u4f60\u7528\u8c37\u6b4c\uff0c\u4ed6\u4eec\u80fd\u6355\u6349\u5230\u7684\u4ef7\u503c\u4e5f\u975e\u5e38\u6709\u9650\u3002\u56e0\u4e3a 43% \u7684\u7ed3\u679c\u5b9e\u9645\u4e0a\u6d41\u5411\u4e86\u4e9a\u9a6c\u900a\u548c eBay\u3002\u6240\u4ee5\uff0c\u6d41\u52a8\u6027\u4ecd\u7136\u662f\u901a\u8fc7\u5728\u540e\u7aef\u805a\u96c6\u4eba\u7fa4\u6765\u63d0\u4f9b\u7684\u3002\u73b0\u5728\u8fd8\u6709\u7b2c\u4e09\u7c7b\uff0c\u5373\u6df1\u601d\u719f\u8651\u578b\u8d2d\u4e70\uff08considered purchases\uff09\uff0c\u5728\u8fd9\u79cd\u60c5\u51b5\u4e0b\uff0c\u6211\u8ba4\u4e3a\u5927\u6a21\u578b\u4f1a\u5360\u636e\u66f4\u591a\u4ef7\u503c\u3002   \n \u56e0\u4e3a\u5982\u679c\u4f60\u4e0d\u77e5\u9053\u6839\u636e\u4f60\u7684\u60c5\u51b5\u8be5\u4e70\u4ec0\u4e48\u8f66\u3001\u8be5\u4f4f\u54ea\u91cc\u7b49\u7b49\uff0c\u90a3\u4e48\u4e0e\u5927\u6a21\u578b\u5bf9\u8bdd\u662f\u6709\u610f\u4e49\u7684\u3002\u6240\u4ee5\u5bf9\u4e8e\u6df1\u601d\u719f\u8651\u578b\u8d2d\u4e70\uff0c\u786e\u5b9e\u5982\u6b64\uff0c\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0cCarvana \u4f1a\u6bd4 GPT \u66f4\u80fd\u7ed9\u4f60\u5efa\u8bae\u5417\uff1f\u8fd9\u8fd8\u4e0d\u786e\u5b9a\u3002  \n \u6709\u53ef\u80fd\u662f GPT\u3002\u4f46\u5373\u4fbf\u5982\u6b64\uff0c\u9996\u5148\u6211\u4e0d\u8ba4\u4e3a\u5927\u90e8\u5206\u6d41\u91cf\u4f1a\u8f6c\u79fb\u5230\u5927\u6a21\u578b\u3002\u8bdd\u867d\u5982\u6b64\uff0c\u5927\u6a21\u578b\u73b0\u5728\u7684\u641c\u7d22\u6d41\u91cf\u5927\u7ea6\u662f\u4f20\u7edf\u641c\u7d22\u7684\u4e09\u5206\u4e4b\u4e00\uff0c\u800c\u4e14\u662f\u514d\u8d39\u7684\u3002\u6240\u4ee5\uff0c\u4f60\u7edd\u5bf9\u5e94\u8be5\u6beb\u4e0d\u72b9\u8c6b\u5730\u5728\u5927\u6a21\u578b\u4e2d\u5efa\u7acb\u7d22\u5f15\u3002\u4f60\u5e94\u8be5\u8fdb\u884c\u79ef\u6781\u7684 AEO\uff08AI \u5f15\u64ce\u4f18\u5316\uff09\u3002    \n AEO \u7684\u65e9\u671f\u91c7\u7528\u8005\u5c06\u5728\u514d\u8d39\u6d41\u91cf\u5927\u6218\u4e2d\u83b7\u80dc\u3002\u6240\u4ee5\u4f60\u53ef\u4ee5\u5728\u90a3\u91cc\u83b7\u5f97\u5927\u91cf\u514d\u8d39\u6d41\u91cf\u3002\u7edd\u5bf9\u8981\u5728\u90a3\u91cc\u5efa\u7acb\u7d22\u5f15\u3002\u522b\u8ba9\u4ed6\u4eec\u628a\u4f60\u7684\u6570\u636e\u62ff\u53bb\u8bad\u7ec3\uff0c\u4f46\u8981\u7d22\u5f15\u4f60\u7684\u5217\u8868\uff0c\u8fd9\u6837\u4f60\u624d\u80fd\u51fa\u73b0\u5728\u7ed3\u679c\u4e2d\u3002\u597d\uff0c\u73b0\u5728\u8ba9\u6211\u4eec\u5047\u8bbe\u4e00\u4e2a\u6700\u574f\u7684\u60c5\u51b5\u3002    \n \u7531\u4e8e\u67d0\u79cd\u539f\u56e0\uff0c\u6211\u9519\u4e86\u3002\u767e\u5206\u4e4b\u767e\u7684\u6d41\u91cf\u5165\u53e3\u90fd\u53bb\u4e86 GPT\u3002\u6240\u6709\u7684\u641c\u7d22\u90fd\u4ece\u90a3\u91cc\u5f00\u59cb\u3002\u73b0\u5728\u8ba9\u6211\u4eec\u601d\u8003\u4e00\u4e0b\uff0c\u5728\u8fd9\u79cd\u6700\u574f\u7684\u60c5\u51b5\u4e0b\uff0cGPT \u76f8\u6bd4\u5e73\u53f0\u80fd\u6355\u6349\u5230\u591a\u5c11\u4ef7\u503c\uff1f\u5766\u767d\u8bf4\uff0c\u8fd9\u53d6\u51b3\u4e8e\u201c\u5f85\u529e\u4efb\u52a1\u201d\uff08job to be done\uff09\uff0c\u5bf9\u5427\uff1f    \n \u5982\u679c\u4f60\u544a\u8bc9\u6211\uff0c\u4f60\u5728\u8ba2\u673a\u7968\uff0c\u800c\u90a3\u91cc\u53ea\u6709\u4e94\u5bb6\u822a\u7a7a\u516c\u53f8\uff0c\u5b83\u4eec\u5360\u636e\u4e86 99% \u7684\u5e02\u573a\u4efd\u989d\uff0c\u5904\u4e8e\u5be1\u5934\u5784\u65ad\u5730\u4f4d\u3002\u597d\u5427\uff0c\u90a3\u4f60\u5b8c\u86cb\u4e86\u3002\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0c\u5728\u4eca\u5929\u7684\u4e16\u754c\u91cc\uff0cExpedia \u9760\u5356\u673a\u7968\u80fd\u8d5a\u591a\u5c11\u94b1\uff1f\u51e0\u4e4e\u6ca1\u6709\u3002\u4ed6\u4eec\u5e76\u4e0d\u662f\u771f\u6b63\u7684\u5e73\u53f0\uff0c\u4ed6\u4eec\u53ea\u662f\u4ee3\u7406\u5546\u7684\u5206\u9500\u5546\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u8fd9\u5bf9\u4f60\u4eec\u4efb\u4f55\u4e00\u4e2a\u6b63\u5728\u6784\u5efa\u5e73\u53f0\u7684\u4eba\u6765\u8bf4\u90fd\u662f\u771f\u7406\uff1a\u5982\u679c\u4f60\u7684\u4f9b\u5e94\u7aef\u662f\u9ad8\u5ea6\u96c6\u4e2d\u7684\uff0c\u90a3\u4f60\u4e0d\u662f\u5e73\u53f0\u3002\u4f60\u53ea\u662f\u4f60\u6240\u9500\u552e\u5bf9\u8c61\u7684\u7684\u5206\u9500\u5546\uff0c\u4ed6\u4eec\u4f1a\u5bf9\u4f60\u6709\u5b9a\u4ef7\u6743\uff0c\u4f60\u65e0\u6cd5\u83b7\u5f97\u5408\u7406\u7684\u5229\u6da6\u3002          \n \u73b0\u5728\u60f3\u60f3\u62e5\u6709\u6570\u767e\u4e07\u623f\u6e90\u7684 Airbnb\uff0c\u6216\u8005\u62e5\u6709\u6570\u5341\u4e07\u5bb6\u9910\u5385\u7684 DoorDash\u3002\u8fd9\u79cd\u88ab\u805a\u5408\u8d77\u6765\u7684\u4f9b\u5e94\u7aef\u662f\u6781\u96be\u590d\u5236\u7684\u3002GPT \u7edd\u4e0d\u53ef\u80fd\u53bb\u5e72\u90a3\u6d3b\u3002\u800c\u4e14\uff0c\u4f60\u4e3a\u5c06\u4ed6\u4eec\u4e0e\u5feb\u9012\u5458\u5339\u914d\u6240\u505a\u7684\u5de5\u4f5c\u8d8a\u591a\uff0c\u4ef7\u503c\u5c31\u8d8a\u9ad8\u3002   \n DoorDash \u62e5\u6709\u4e09\u65b9\u5e02\u573a\uff1a\u4e70\u5bb6\u3001\u9910\u5385\u548c\u5feb\u9012\u5458\u3002\u4f60\u5728\u652f\u4ed8\u3001\u7269\u6d41\u7b49\u65b9\u9762\u505a\u5f97\u8d8a\u591a\uff0c\u6355\u6349\u5230\u7684\u4ef7\u503c\u5c31\u8d8a\u591a\u3002\u522b\u5fd8\u4e86\uff0c\u5927\u591a\u6570\u5e73\u53f0\u5728\u5927\u591a\u6570\u7c7b\u522b\u4e2d\u90fd\u662f\u201c\u8d62\u5bb6\u901a\u5403\u201d\u6216\u201c\u8d62\u5bb6\u5360\u5927\u5934\u201d\uff0c\u57fa\u672c\u4e0a\u5c31\u53ea\u6709 Airbnb\uff0c\u7136\u540e\u662f DoorDash \u548c Uber Eats\uff0c\u4ec5\u6b64\u800c\u5df2\u3002  \n \u53ea\u6709 Uber \u548c Lyft\uff0c\u6ca1\u522b\u7684\u4e86\u3002\u8fd9\u79cd\u5177\u6709\u5927\u89c4\u6a21\u5206\u6563\u4f9b\u5e94\u7684\u5c0f\u989d\u9ad8\u9891\u4ea4\u6613\u8d8a\u591a\uff0c\u4f60\u80fd\u6355\u6349\u5230\u7684\u4ef7\u503c\u5c31\u8d8a\u591a\u3002\u6240\u4ee5\u6211\u80fd\u9884\u89c1 GPT \u6355\u6349\u5230\u7684\u6700\u5927\u4ef7\u503c\uff0c\u4e5f\u5c31\u662f\u76f8\u5f53\u4e8e\u6d41\u91cf\u5165\u53e3\u5904\u7684\u8c37\u6b4c SEM\uff08\u641c\u7d22\u5f15\u64ce\u8425\u9500\uff09\uff0c\u8fd9\u8fd8\u662f\u5047\u8bbe 100% \u7684\u6d41\u91cf\u90fd\u53bb\u4e86\u90a3\u91cc\u7684\u524d\u63d0\u4e0b\uff0c\u800c\u6211\u4e0d\u8ba4\u4e3a\u6d41\u91cf\u4f1a\u5168\u53bb\u90a3\u91cc\u3002  \n \u6240\u4ee5\uff0c\u6211\u4e0d\u4f1a\u62c5\u5fc3\u201c\u667a\u80fd\u4f53\u7535\u5546\u201d\u7684\u5f71\u54cd\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u73b0\u5728\u7684\u667a\u80fd\u4f53\u7535\u5546\u89c4\u6a21\u4e3a\u96f6\u3002\u4ece\u4ea4\u6613\u91cf\u6765\u770b\uff0c\u5b83\u6839\u672c\u4e0d\u5b58\u5728\u3002\u7531\u667a\u80fd\u4f53\u5f15\u5bfc\u7684\u975e\u4eba\u7c7b\u76f4\u63a5\u8d2d\u4e70\u884c\u4e3a\u5fae\u4e4e\u5176\u5fae\u3002\u5b83\u4f1a\u968f\u65f6\u95f4\u589e\u957f\u5417\uff1f\u4f1a\u3002     \u662f\u7684\u3002 \u4f46\u6211\u8ba4\u4e3a\u5728\u672a\u6765\u4e94\u5e74\u5185\uff0c\u5b83\u4f1a\u8d85\u8fc7\u5546\u4e1a\u603b\u989d\u7684 10% \u5417\uff1f\u4e0d\u4f1a\u3002 \u4e0d\n \u6240\u4ee5\u7b2c\u4e8c\u70b9\uff0c\u6211\u5176\u5b9e\u4e0d\u592a\u62c5\u5fc3\u521a\u624d\u63d0\u5230\u7684\u90a3\u4e9b\u5a01\u80c1\uff0c\u53cd\u800c\u66f4\u5173\u6ce8\u673a\u4f1a\u3002\u5728\u6211\u770b\u6765\uff0c\u4eba\u4eec\u4f4e\u4f30\u4e86\u5e73\u53f0\u521b\u59cb\u4eba\u4eca\u5929\u5229\u7528 AI \u80fd\u505a\u591a\u5c11\u4e8b\u60c5\u3002\u8fd9\u7b80\u76f4\u4ee4\u4eba\u60ca\u53f9\u3002\u8ba9\u6211\u7ed9\u4f60\u4eec\u4e3e\u51e0\u4e2a\u4f8b\u5b50\uff0c\u5927\u6982\u6709\u516d\u7c7b\u4e8b\u60c5\u4f60\u53ef\u4ee5\u505a\u3002   \n \u4e00\u662f\u8de8\u5883\u7535\u5546\uff0c\u5982\u679c\u4f60\u5728\u7f8e\u56fd\u9500\u552e\uff0c\u8fd9\u53ef\u80fd\u4e0d\u592a\u76f8\u5173\u3002\u4f46\u5728\u5370\u5ea6\uff0c\u90a3\u91cc\u6709\u90a3\u4e48\u591a\u8bed\u8a00\uff0c\u5b5f\u52a0\u62c9\u8bed\u3001\u6cf0\u7c73\u5c14\u8bed\u3001\u5370\u5730\u8bed\u7b49\u7b49\u3002\u4ee5\u524d\u5206\u6563\u7684\u5e73\u53f0\u5728\u5f53\u5730\u9500\u552e\uff08\u50cf CDC \u90a3\u6837\uff09\u662f\u884c\u4e0d\u901a\u7684\u3002\u4f60\u65e0\u6cd5\u628a\u4e00\u4e2a\u5730\u533a\u6d88\u8d39\u8005\u7684\u4e1c\u897f\u5356\u7ed9\u53e6\u4e00\u4e2a\u5730\u533a\uff0c\u56e0\u4e3a\u4ed6\u4eec\u8bed\u8a00\u4e0d\u901a\u3002    \n \u6b27\u6d32\u4e5f\u662f\u5982\u6b64\u3002\u6b27\u6d32\u4ece\u6765\u4e0d\u662f\u4e00\u4e2a\u7edf\u4e00\u7684\u5e02\u573a\u3002\u6b27\u6d32\u662f\u6cd5\u56fd\u3001\u5fb7\u56fd\u548c\u82f1\u56fd\uff0c\u6cd5\u56fd\u4eba\u4e0d\u8bb2\u82f1\u8bed\u6216\u5fb7\u8bed\uff0c\u4f60\u65e0\u6cd5\u8de8\u56fd\u53d1\u8d27\u3002\u4f46\u73b0\u5728\u6211\u4e4b\u524d\u63d0\u5230\u7684 Vinted\uff0c\u5b83\u7684 GMV \u8d85\u8fc7 100 \u4ebf\uff0c\u51c0\u8425\u6536 10 \u4ebf\uff0c\u62e5\u6709\u6570\u4ebf\u7684\u81ea\u7531\u73b0\u91d1\u6d41\u3002    \n \u4ed6\u4eec\u5f88\u5929\u624d\uff0c\u4ed6\u4eec\u81ea\u52a8\u7ffb\u8bd1\u5546\u54c1\u5217\u8868\uff0c\u81ea\u52a8\u7ffb\u8bd1\u4e70\u5356\u53cc\u65b9\u4e4b\u95f4\u7684\u5bf9\u8bdd\u3002\u6240\u4ee5\u4ed6\u4eec\u5229\u7528\u5728\u6cd5\u56fd\u8d62\u5f97\u7684\u6d41\u52a8\u6027\uff0c\u76f4\u63a5\u8fdb\u5165\u897f\u73ed\u7259\u548c\u610f\u5927\u5229\uff0c\u7acb\u5373\u5c31\u62e5\u6709\u4e86\u6d41\u52a8\u6027\u5e76\u6210\u4e3a\u4e3b\u5bfc\u529b\u91cf\u3002\u6211\u4eec\u6295\u8d44\u7684\u4e00\u4e9b\u5e73\u53f0\uff0c\u751a\u81f3\u662f\u4e8c\u624b\u8f66 B2B \u5e73\u53f0\uff0c\u6bd4\u5982\u5fb7\u56fd\u7684 CarOnSale\uff0c\u73b0\u5728\u4e5f\u5728\u6cd5\u56fd\u9500\u552e\u3002\u4e0d\u5230\u4e00\u5e74\uff0c30% \u7684\u9500\u552e\u989d\u5c31\u6765\u81ea\u90a3\u91cc\u3002\u6240\u4ee5\u5229\u7528 AI\uff0c\u4f60\u57fa\u672c\u4e0a\u53ef\u4ee5\u5728\u4e00\u5e74\u5185\u8ba9\u4e1a\u52a1\u5b9e\u73b0 30% \u7684\u8de8\u5883\u589e\u957f\u3002     \n \u7b2c\u4e8c\uff0c\u5e73\u53f0\u4e0a\u7684\u53d1\u5e03\u3002\u5386\u53f2\u4e0a\u5927\u591a\u6570\u5e73\u53f0\u90fd\u662f 1% \u7684\u5356\u5bb6\uff0c99% \u7684\u4e70\u5bb6\u3002\u65e0\u8bba\u662f\u5728\u670d\u52a1\u8fd8\u662f\u4ea7\u54c1\u7b49\u9886\u57df\u90fd\u662f\u5982\u6b64\u3002\u90e8\u5206\u539f\u56e0\u662f\u53d1\u5e03\u7684\u95e8\u69db\u76f8\u5f53\u9ad8\u3002  \n \u5982\u679c\u6211\u9700\u8981\u62cd 20 \u5f20\u7167\u7247\uff0c\u5199\u6807\u9898\uff0c\u5199\u63cf\u8ff0\uff0c\u9009\u62e9\u7c7b\u522b\u5e76\u5b9a\u4ef7\uff0c\u8fd9\u662f\u4e00\u9879\u4e0d\u5c0f\u7684\u5de5\u4f5c\u3002\u5927\u591a\u6570\u4eba\u90fd\u5f88\u61d2\uff0c\u4e0d\u613f\u610f\u505a\u3002\u5bf9\u4e8e\u4f4e\u5ba2\u5355\u4ef7\u7684\u5546\u54c1\u5c24\u5176\u5982\u6b64\u3002\u5bf9\u4e8e\u4ea4\u6613\u590d\u6742\u7684\u7c7b\u522b\u4e5f\u662f\u5982\u6b64\u3002   \n \u4f46\u73b0\u5728\u6709\u4e86 AI\uff0c\u4f60\u53ea\u9700\u8981\u62cd\u5f20\u7167\u7247\uff0c\u7830\uff01\u7c7b\u522b\u63cf\u8ff0\u81ea\u52a8\u751f\u6210\uff0c\u641e\u5b9a\u3002\u751a\u81f3\u8fd8\u80fd\u751f\u6210\u8f6c\u5316\u7387\u66f4\u9ad8\u7684\u4f18\u8d28\u5217\u8868\u3002\u6240\u4ee5\u4f60\u7edd\u5bf9\u5e94\u8be5\u5229\u7528 AI\uff0c\u7ed3\u5408\u4f60\u6240\u5728\u7c7b\u522b\u7684\u9002\u5f53\u8bad\u7ec3\u548c\u6570\u636e\u96c6\uff0c\u6700\u5927\u9650\u5ea6\u5730\u7b80\u5316\u53d1\u5e03\u6d41\u7a0b\uff0c\u63d0\u9ad8\u8bbf\u5ba2\u8f6c\u5316\u4e3a\u5356\u5bb6\u7684\u6bd4\u4f8b\uff0c\u5e76\u4ece\u6574\u4f53\u4e0a\u6539\u5584\u7528\u6237\u4f53\u9a8c\uff0c\u4ece\u800c\u63d0\u9ad8\u8d2d\u4e70\u7387\u3002    \n \u7b2c\u4e09\uff0c\u4f60\u53ef\u4ee5\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u4f60\u7684\u6210\u672c\u7ed3\u6784\u3002\u6211\u4eec\u6295\u8d44\u4e86\u4e00\u5bb6\u540d\u4e3a Ace Waves \u7684\u516c\u53f8\uff0c\u5b83\u4e3a\u5e73\u53f0\u63d0\u4f9b AI \u5ba2\u6237\u670d\u52a1\u3002\u5d4c\u5165\u8be5\u670d\u52a1\u7684\u5e73\u53f0\u5728\u516d\u4e2a\u6708\u5185\u5c06\u5ba2\u6237\u5173\u6000\u6210\u672c\u964d\u4f4e\u4e86 50%\uff0c\u540c\u65f6\u8fd8\u63d0\u9ad8\u4e86 NPS\uff08\u51c0\u63a8\u8350\u503c\uff09\u3002  \n \u540c\u65f6\uff0c\u901a\u8fc7\u4f7f\u7528 Vibe coding\uff0c\u4f60\u53ef\u4ee5\u5927\u5e45\u63d0\u9ad8\u7a0b\u5e8f\u5458\u7684\u751f\u4ea7\u529b\u3002\u6240\u4ee5\u4f60\u5e94\u8be5\u80fd\u591f\u63d0\u9ad8\u7a0b\u5e8f\u5458\u6548\u7387\uff0c\u5927\u5e45\u964d\u4f4e\u6210\u672c\u3002 \n \u7b2c\u56db\u4e2a \u73b0\u5728\u7684\u5e73\u53f0\u62e5\u6709\u8d8a\u6765\u8d8a\u591a\u7684\u6536\u5165\u6d41\uff0c\u4ee5\u524d\u53ea\u662f\u6536\u4f63\u91d1\uff0c\u4f46\u73b0\u5728\u53ef\u4ee5\u662f SaaS 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\u5229\u6da6\u7387\u7684\u4ea7\u54c1\u3002\u50cf Instacart \u8fd9\u6837\u7684\u516c\u53f8\uff0c5% \u7684 GMV \u6765\u81ea\u81ea\u52a9\u5e7f\u544a\uff0c\u800c\u8fd9\u51e0\u4e4e\u8d21\u732e\u4e86\u7edd\u5927\u90e8\u5206\u5229\u6da6\u3002  \n \u56e0\u6b64\uff0c\u5e73\u53f0\u5728\u89c4\u6a21\u5316\u65f6\u5b8c\u5168\u5e94\u8be5\u5b9e\u65bd\u5e7f\u544a\u4e1a\u52a1\uff0c\u5c24\u5176\u662f\u8ba9\u5e73\u53f0\u5356\u5bb6\u901a\u8fc7 Topsort \u4e4b\u7c7b\u7684\u516c\u53f8\u8d2d\u4e70\u5e7f\u544a\u6765\u63a8\u5e7f\u81ea\u5df1\u3002\u663e\u7136\u8fd9\u8981\u9760 AI\uff0c\u5bf9\u5427\uff1f\u95ee\u9898\u662f\uff0c\u505a\u8fd9\u4ef6\u4e8b\u5f88\u96be\u3002\u4f60\u4e0d\u80fd\u53ea\u5356\u7ed9\u51fa\u4ef7\u6700\u9ad8\u7684\u4eba\uff0c\u56e0\u4e3a\u4f60\u4f18\u5316\u7684\u5176\u5b9e\u4e0d\u662f CPC\uff08\u5355\u6b21\u70b9\u51fb\u6210\u672c\uff09\uff0c\u800c\u662f CCM\u3002   \n \u4f60\u4f18\u5316\u7684\u662f CPC \u4e58\u4ee5\u70b9\u51fb\u7387\u3002\u6240\u4ee5\u4f60\u9700\u8981\u975e\u5e38\u806a\u660e\u7684 AI \u6765\u5f04\u6e05\u695a\u5728\u4ec0\u4e48\u5730\u65b9\u5c55\u793a\u4ec0\u4e48\u5e7f\u544a\uff0c\u4ece\u800c\u5b9e\u73b0\u6700\u9ad8\u7684 CPC \u4e58\u4ee5\u6700\u9ad8\u7684\u70b9\u51fb\u7387\u3002\u6240\u4ee5\u5728\u6536\u5165\u751f\u6210\u7aef\uff0c\u8fd9\u5b8c\u5168\u662f\u7531 AI \u9a71\u52a8\u7684\u3002  \n \u8fd8\u6709\u65e0\u6570\u5176\u4ed6\u4e8b\u60c5\u53ef\u4ee5\u505a\uff0c\u6bd4\u5982\u7269\u54c1\u8ffd\u8e2a\u3002\u6211\u7684\u610f\u601d\u662f\uff0c\u4f60\u7684\u516c\u53f8\u4ece\u4e00\u5f00\u59cb\u5c31\u5e94\u8be5\u662f AI \u4f18\u5148\u3001AI \u9a71\u52a8\u7684\uff0c\u5c06 AI \u6574\u5408\u8fdb\u6bcf\u4e00\u4e2a\u73af\u8282\uff0c\u8fd9\u53ef\u4ee5\u6539\u53d8\u4e1a\u52a1\u3002\u6240\u4ee5\u6211\u5efa\u8bae\u4ece\u4e00\u5f00\u59cb\u5c31\u5173\u6ce8 AI \u7684\u673a\u4f1a\u3002  \n 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\u548c\u667a\u80fd\u4f53\u6765\u53d6\u4ee3\u4eba\u529b\u5de5\u4f5c\uff0c\u7cbe\u7b80\u5de5\u4f5c\u6d41\uff0c\u964d\u4f4e\u6210\u672c\u3002\u6211\u77e5\u9053\u6709\u4e9b\u5efa\u7b51\u516c\u53f8\uff0c\u4ed6\u4eec\u73b0\u5728\u5176\u5b9e\u662f\u79d1\u6280\u516c\u53f8\uff0c\u4ed6\u4eec\u9500\u552e\u6280\u672f\uff0c\u8ba9\u90a3\u4e9b\u7ade\u6807\u5546\u4e1a\u5efa\u7b51\u3001\u4ed3\u5e93\u6216\u54cd\u5e94\u57ce\u5e02\u62db\u6807\u7684\u4eba\u4f7f\u7528\u3002\u4ed6\u4eec\u57fa\u672c\u4e0a\u5229\u7528\u667a\u80fd\u4f53\u6765\u6784\u5efa\u6807\u4e66\uff0c\u53ef\u4ee5\u641e\u5b9a\u6574\u4e2a\u57ce\u5e02\u7684\u8bb8\u53ef\u6d41\u7a0b\u3002   \n \u4ed6\u4eec\u57fa\u672c\u4e0a\u53ef\u4ee5\u5c06\u65f6\u95f4\u6846\u67b6\u4ece\u51e0\u5e74\u6216\u51e0\u4e2a\u6708\u538b\u7f29\u5230\u51e0\u5468\u3002\u56e0\u6b64\uff0c\u5728 AI \u65f6\u4ee3\uff0c\u4f60\u53ef\u4ee5\u5efa\u7acb\u8bb8\u591a\u4ee5\u524d\u65e0\u6cd5\u5b9e\u73b0\u7684\u4e1a\u52a1\u3002 \n Mike Williams: 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\u662f\u7684\uff0c\u4f46\u6211\u4f1a\u8bf4\u8fd9\u4e9b\u662f\u6218\u672f\u6027\u7684\u3002\u6211\u77e5\u9053\u73b0\u5728\u6709\u5f88\u591a\u5e73\u53f0\u6b63\u5728\u4f7f\u7528\uff0c\u6211\u60f3\u4f60\u53ef\u4ee5\u7528 Claude Co-work\uff0c\u4f46\u5728\u5b83\u51fa\u6765\u4e4b\u524d\uff0c\u4ed6\u4eec\u7528\u7684\u662f OpenClaw\u3002\u5b83\u5728 LinkedIn \u4e0a\u627e\u51fa\u4e86\u6240\u6709\u7684\u4f9b\u5e94\u7aef\u548c\u9700\u6c42\u7aef\u7ebf\u7d22\u3002\u521b\u5efa\u4e00\u4e2a LinkedIn InMail \u8d26\u53f7\u5e76\u8fdb\u884c\u8054\u7cfb\u3002\u57fa\u672c\u4e0a\u662f\u4ee5\u96f6\u83b7\u5ba2\u6210\u672c\uff08CAC\uff09\u6216\u6781\u4f4e\u7684\u5e95\u5c42\u4fe1\u7528\u6210\u672c\u5b8c\u6210\u7684\u3002     \n \u5e76\u4e14\u80fd\u591f\u5728\u67d0\u4e2a\u7c7b\u522b\u4e2d\u540c\u65f6\u5efa\u7acb\u8d77\u5e73\u53f0\u7684\u4f9b\u5e94\u7aef\u548c\u9700\u6c42\u7aef\u3002\u6211\u89c1\u8fc7\u4e00\u4e9b\u4f8b\u5b50\uff0c\u4eba\u4eec\u7f16\u5199 OpenClaw \u7a0b\u5e8f\u6765\u505a\u7535\u8bdd\u9500\u552e\uff0c\u4ed6\u4eec\u7f16\u5199\u4e86\u4e00\u4e2a\u8bed\u97f3\u63a5\u53e3\uff0c\u6bd4\u5982\u7528 Whisper \u4e4b\u7c7b\u7684\u3002\u7136\u540e\u4ed6\u4eec\u4f1a\u5f04\u4e00\u4e2a Twilio \u53f7\u7801\u5e76\u62e8\u6253\u7535\u8bdd\uff0c\u57fa\u672c\u4e0a\u53ef\u4ee5\u4ee5\u76f8\u5f53\u4f4e\u7684\u6210\u672c\u8fdb\u884c\u51b7\u542f\u52a8\u7535\u8bdd\u63a8\u9500\uff0c\u65e0\u8bba\u662f\u9488\u5bf9\u4f9b\u5e94\u7aef\u8fd8\u662f\u9700\u6c42\u7aef\u3002  \n \u6240\u4ee5\u5728\u5f53\u4eca\u4e16\u754c\uff0c\u6709\u5f88\u591a\u65b9\u6cd5\u53ef\u4ee5\u5229\u7528 AI \u6765\u201c\u9ed1\u201d\u51fa\u6d41\u52a8\u6027\u3002\u4f46\u6211\u518d\u6b21\u5f3a\u8c03\uff0c\u5bf9\u6211\u6765\u8bf4\u8fd9\u662f\u6218\u672f\u6027\u7684\u3002\u5728\u8fd9\u91cc\uff0c\u4f60\u662f\u5229\u7528\u5de5\u5177\u6765\u505a\u6709\u8da3\u7684\u4e8b\u60c5\uff0c\u6216\u8005\u5229\u7528\u667a\u80fd\u4f53\u6765\u586b\u8865\u90a3\u4e9b\u8fc7\u53bb\u5728\u7ecf\u6d4e\u4e0a\u4e0d\u5212\u7b97\u3001\u65e0\u6cd5\u5efa\u7acb\u5e73\u53f0\u7684\u89d2\u8272\uff0c\u800c\u73b0\u5728\u4f60\u53ef\u4ee5\u8ba9\u5e73\u53f0\u8fd0\u8f6c\u8d77\u6765\u3002  \n Mike Williams: \u662f\u7684\uff0c\u975e\u5e38\u6709\u9053\u7406\u3002\u8fd9\u662f\u6218\u672f\u6027\u7684\uff0c\u4e5f\u5f88\u5fae\u5999\u3002\u53e6\u5916\uff0c\u968f\u7740\u8fd9\u4e9b\u65b0\u7684 AI \u539f\u751f\u5e73\u53f0\u7684\u542f\u52a8\uff0c\u6211\u4eec\u770b\u5230\u5b83\u4eec\u8d77\u6b65\u3001\u83b7\u5f97\u6d41\u52a8\u6027\u5e76\u589e\u957f\u7684\u901f\u5ea6\u6bd4\u4ee5\u5f80\u4efb\u4f55\u65f6\u5019\u90fd\u5feb\u3002\u8fd9\u662f\u5426\u6539\u53d8\u4e86\u4f60\u5728\u6295\u8d44\u65f6\u8bc4\u4f30\u5b83\u4eec\u7684\u65b9\u5f0f\uff0c\u4ee5\u53ca\u589e\u957f\u7684\u57fa\u51c6\u662f\u4ec0\u4e48\uff1f   \n Fabrice Grinda: \u5982\u4eca\u5e73\u53f0\u878d\u8d44\u786e\u5b9e\u53d8\u96be\u4e86\u3002\u539f\u56e0\u5728\u4e8e AI \u62a2\u8d70\u4e86\u6240\u6709\u7684\u5173\u6ce8\u5ea6\uff0c\u800c\u4e14\u5df2\u7ecf\u6709\u4e86\u90a3\u4e9b\u4ece\u96f6\u589e\u957f\u5230\u4e00\u4ebf\u7f8e\u91d1\u5e74\u7ecf\u5e38\u6027\u6536\u5165\uff08ARR\uff09\u3001\u5229\u6da6\u7387 90% \u7684\u4f8b\u5b50\uff0c\u6bd4\u5982 Lovable\u3001Cursor \u7b49\u7b49\u3002\u5f53\u4f60\u90a3\u53ef\u601c\u7684\u5e73\u53f0\u5728\u4e09\u5e74\u5185\u4ece\u96f6\u589e\u957f\u5230 300 \u4e07 GMV\uff0c\u518d\u5230 1500 \u4e07\uff0c\u518d\u5230 5000 \u4e07\u65f6\uff0c\u5f88\u96be\u8ba9\u90a3\u4e9b\u5f00\u5927\u989d\u652f\u7968\u7684\u5927\u578b\u98ce\u6295\u611f\u5230\u5174\u594b\u3002   \n \u8bdd\u867d\u5982\u6b64\uff0c\u4f60\u53ef\u4ee5\u7528\u66f4\u5c11\u7684\u94b1\u505a\u66f4\u591a\u7684\u4e8b\u3002\u6240\u4ee5\u6211\u770b\u5230\u8d8a\u6765\u8d8a\u591a\u7684\u5e73\u53f0\u57fa\u672c\u4e0a\u8df3\u8fc7\u4e86\u79cd\u5b50\u8f6e\u524d\uff08pre-seed\uff09\uff0c\u5bf9\u5427\uff1f\u4ee5\u524d\u4f60\u7684 pre-seed \u9636\u6bb5\u53ef\u80fd\u662f 100 \u4e07\u7f8e\u5143\u5de6\u53f3\u3002  \n \u5982\u679c\u4f60\u5728 YC\uff0c\u53ef\u80fd\u662f 3000 \u4e07\u6216 4000 \u4e07\u4f30\u503c\uff0c\u6240\u4ee5\u6709\u4e00\u4e2a\u8303\u56f4\uff0c\u4f46\u73b0\u5728\u53ef\u80fd\u662f 800 \u4e07\u5de6\u53f3\u3002\u4f60\u9700\u8981 100 \u4e07\u6765\u83b7\u5f97\u589e\u957f\u52bf\u5934\uff0c\u4ee5\u4fbf\u62ff\u5230\u79cd\u5b50\u8f6e\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u5bf9\u4e8e\u5e73\u53f0\u4e1a\u52a1\uff0c\u79cd\u5b50\u8f6e\u7684\u4f30\u503c\u5e76\u6ca1\u6709\u53d1\u751f\u592a\u5927\u53d8\u5316\u3002  \n \u5b83\u4eec\u7565\u6709\u4e0a\u5347\uff0c\u4f46\u5766\u767d\u8bf4\uff0c\u6211\u4eec\u4ecd\u7136\u770b\u5230\u5f88\u591a\u79cd\u5b50\u8f6e\u9879\u76ee\uff0c\u516c\u53f8\u6bcf\u6708 GMV \u4e3a 15 \u4e07\u7f8e\u5143\uff0c\u62bd\u6210\u7387 15%\uff0c\u5229\u6da6\u7387 70%\uff0c\u4ed6\u4eec\u7684\u6295\u524d\u4f30\u503c\u662f 1200 \u4e07\uff0c\u5bf9\u5427\uff1f\u4e5f\u8bb8\u4ed6\u4eec\u878d\u8d44 500 \u4e07\uff0c\u6295\u540e 1500 \u4e07\u4e4b\u7c7b\u7684\u3002\u73b0\u5728\u7684 A \u8f6e\u4e2d\u4f4d\u6570\uff0c\u5982\u679c\u62bd\u6210\u7387\u662f 15%\uff0c\u6295\u524d\u4f30\u503c\u53ef\u80fd\u662f 3000 \u4e07\uff0c\u878d\u8d44 1000 \u4e07\uff0c\u6bcf\u6708 GMV \u5728 75 \u4e07\u5230 100 \u4e07\u7f8e\u5143\u4e4b\u95f4\u3002\u6211\u60f3\u5bf9\u589e\u957f\u52bf\u5934\u7684\u9884\u671f\u63d0\u9ad8\u4e86\uff0c\u56e0\u4e3a\u4f60\u5e94\u8be5\u80fd\u505a\u5230\u66f4\u591a\u3002\u6240\u4ee5\u6211\u4eec\u73b0\u5728\u4e0d\u592a\u6295\u7eaf\u60f3\u6cd5\u9636\u6bb5\u4e86\uff0c\u4eba\u4eec\u6765\u627e\u6211\u4eec\u65f6\uff0c\u5373\u4f7f\u53ea\u6709\u4e24\u4e2a\u4eba\uff0c\u9879\u76ee\u4e5f\u5df2\u7ecf\u4e0a\u7ebf\u4e86\uff0c\u5df2\u7ecf\u6709\u4e86\u4e00\u4e9b\u589e\u957f\uff0c\u5df2\u7ecf\u6709\u4e86\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u7b49\u7b49\uff0c\u56e0\u4e3a\u4f60\u73b0\u5728\u51e0\u4e4e\u53ef\u4ee5\u767d\u624b\u8d77\u5bb6\u6784\u5efa\u4efb\u4f55\u4e1c\u897f\u3002\u4e8b\u5b9e\u4e0a\uff0c\u5982\u679c\u4f60\u6ca1\u6709\u80fd\u529b\u5728\u51e0\u4e4e\u4e0d\u82b1\u94b1\u7684\u60c5\u51b5\u4e0b\u4e0a\u7ebf\u5e76\u83b7\u5f97\u589e\u957f\uff0c      \n \u8fd9\u5176\u5b9e\u8bf4\u660e\u4f60\u53ef\u80fd\u7f3a\u4e4f\u5728\u4f60\u6240\u5904\u7c7b\u522b\u4e2d\u7684\u6267\u884c\u80fd\u529b\u3002\u6211\u8ba4\u4e3a\u4e00\u4e2a\u5927\u8d8b\u52bf\u662f\u8df3\u8fc7 pre-seed \u8f6e\uff0c\u76f4\u63a5\u5e26\u7740\u589e\u957f\u6570\u636e\u53bb\u6295\u79cd\u5b50\u8f6e\u3002\u5f53\u7136\uff0c\u4e5f\u6709\u5c11\u6570\u4f8b\u5916\uff0c\u6709\u4e9b\u4eba\u80fd\u591f\u5b9e\u73b0\u620f\u5267\u6027\u7684\u89c4\u6a21\u6269\u5f20\uff0c\u4ed6\u4eec\u4e0d\u662f\u6309\u8001\u8def\u5b50\u8d70\u3002  \n \u8001\u8def\u5b50\u662f\u6bcf\u6708 15 \u4e07\u7f8e\u5143\u65f6\u878d\u8d44 300 \u4e07\uff0c\u589e\u957f\u5230\u6bcf\u6708 75 \u4e07\u7f8e\u5143\u65f6\u878d\u8d44 1000 \u4e07\u6216 700 \u4e07\uff0c\u589e\u957f\u5230\u6bcf\u6708 250 \u4e07\u5230 500 \u4e07\u7f8e\u5143\u65f6\u878d\u8d44 1500 \u4e07\u30012000 \u4e07\u6216 2500 \u4e07\u3002\u6709\u65f6\u4f60\u53ef\u4ee5\u52a0\u901f\u8fd9\u4e2a\u8fc7\u7a0b\u3002\u95ee\u9898\u662f\uff0c\u4e0e\u7eaf AI \u539f\u751f\u7c7b\u7684 SaaS \u8ba2\u9605\u516c\u53f8\u76f8\u6bd4\uff0c\u6211\u8fd8\u6ca1\u770b\u5230\u8fd9\u4e9b\u4e1a\u52a1\u6709\u90a3\u4e48\u5927\u7684\u52a0\u901f\uff0c\u540e\u8005\u89c4\u6a21\u6269\u5f20\u7684\u901f\u5ea6\u7b80\u76f4\u75af\u4e86\u3002  \n \u6211\u6ca1\u600e\u4e48\u89c1\u8fc7\u90a3\u79cd\u60c5\u51b5\u3002\u552f\u4e00 GMV \u589e\u957f\u75af\u72c2\u7684\u5730\u65b9\u662f B2B \u5e73\u53f0\uff0c\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0c\u5982\u679c\u4f60\u7684\u62bd\u6210\u7387\u53ea\u6709 1%\uff0c\u6211\u5e76\u4e0d\u5728\u4e4e\u3002\u6211\u5173\u5fc3\u7684\u662f\u51c0\u6536\u5165\uff0c\u800c\u4e0d\u662f GMV \u7684\u589e\u957f\u3002\u6240\u4ee5\uff0c\u5982\u679c\u4f60\u7684\u62bd\u6210\u7387\u662f 15%\uff0c100 \u4e07 GMV \u5c31\u662f 15 \u4e07\u51c0\u6536\u5165\u3002\u5982\u679c\u4f60\u53ea\u6709 1% \u7684\u62bd\u6210\u7387\uff0c\u6211\u9700\u8981\u4f60\u8fbe\u5230 1000 \u4e07 GMV\uff0c\u800c\u4e0d\u662f 100 \u4e07\uff0c\u624d\u80fd\u8fbe\u5230\u540c\u6837\u7684 A \u8f6e\u589e\u957f\u6c34\u5e73\u3002    \n Mike Williams: \u7684\u786e\u5982\u6b64\u3002\u4f60\u521a\u624d\u63d0\u5230\uff0c\u6709\u4e9b\u516c\u53f8\u8df3\u8fc7 pre-seed \u8f6e\uff0c\u80fd\u591f\u8d70\u5f97\u66f4\u8fdc\u3002\u90a3\u4e48\u4e0e\u6b64\u76f8\u5173\uff0c\u4f60\u8ba4\u4e3a AI \u5c06\u5982\u4f55\u5f00\u59cb\u6539\u53d8\u521d\u521b\u516c\u53f8\uff0c\u7279\u522b\u662f\u672a\u6765\u5e73\u53f0\u578b\u5e02\u573a\u7684\u8d44\u91d1\u9700\u6c42\uff1f \n Fabrice Grinda: AI \u672c\u8eab\u662f\u975e\u5e38\u8017\u8d44\u7684\uff0c\u5bf9\u5427\uff1f\u6240\u4ee5\uff0c\u73b0\u5728\u5e73\u53f0\u878d\u8d44\u96be\u7684\u90e8\u5206\u539f\u56e0\u5728\u4e8e\uff0c\u6240\u6709\u7684\u5173\u6ce8\u5ea6\u90fd\u88ab AI \u76f8\u5173\u7684\u516c\u53f8\u5360\u636e\u4e86\u2014\u2014YC 95% \u7684\u516c\u53f8\u662f AI \u516c\u53f8\uff0c25 \u5e74 75% \u7684\u878d\u8d44\u6d41\u5411\u4e86 AI\uff0c\u6211\u6307\u7684\u662f AI \u5927\u6a21\u578b\u7c7b\u516c\u53f8\uff0c\u800c\u4e14\u51e0\u4e4e\u6240\u6709\u7684\u8d44\u91d1\u90fd\u6d41\u5411\u4e86\u4e94\u5bb6\u516c\u53f8\u3002 \n \u6240\u4ee5\u4e0d\u4ec5\u662f\u8a00\u5fc5\u79f0 AI\uff0c\u800c\u4e14\u662f Anthropic \u7684 Claude \u548c ChatGPT \u5360\u636e\u4e86\u7edd\u5927\u90e8\u5206\u8d44\u91d1\uff0c\u7d27\u968f\u5176\u540e\u7684\u662f Lovable\u3001Cursor \u4e4b\u7c7b\u7684\u516c\u53f8\u4ee5\u53ca ElevenLabs\u3002\u7136\u540e\u662f\u56fd\u9632\u79d1\u6280\uff0c\u6bd4\u5982 Anduril\uff0c\u5b83\u4e5f\u4e0e AI \u7d27\u5bc6\u76f8\u5173\uff0c\u5360\u636e\u4e86\u5f88\u5927\u4efd\u989d\uff0c\u6216\u8005 Figure\uff0c\u6211\u4e5f\u559c\u6b22\u8fd9\u79cd\u6709\u5f3a\u5927 AI \u7ec4\u4ef6\u7684\u516c\u53f8\u3002 \n \u7b54\u6848\u5f88\u5178\u578b\uff1a\u89c6\u60c5\u51b5\u800c\u5b9a\uff0c\u5bf9\u5427\uff1f\u6211\u8ba4\u4e3a\u8fd9\u53d6\u51b3\u4e8e\u4f60\u7684\u5ba2\u6237\u662f\u4ec0\u4e48\u6837\u7684\u3002\u5f52\u6839\u7ed3\u5e95\uff0c\u6b63\u5982\u6211\u4e4b\u524d\u63d0\u5230\u7684\uff0c\u5e73\u53f0\u662f\u5355\u4f4d\u7ecf\u6d4e\u4e1a\u52a1\u3002\u6240\u4ee5\u95ee\u9898\u5728\u4e8e\u4f60\u80fd\u591a\u5feb\u8ba9\u5355\u4f4d\u7ecf\u6d4e\u8dd1\u901a\uff0c\u800c\u901a\u5e38\u5728\u65e9\u671f\uff0c\u5355\u4f4d\u7ecf\u6d4e\u5e76\u4e0d\u7406\u60f3\u3002\u4e8b\u5b9e\u4e0a\uff0c\u4f60\u62e5\u6709\u4ea7\u54c1\u5e02\u573a\u5339\u914d\uff08PMF\uff09\u4ee5\u53ca\u4f60\u6b63\u5728\u6784\u5efa\u771f\u6b63\u7684\u5e73\u53f0\u7f51\u7edc\u6548\u5e94\u7684\u4e00\u4e2a\u660e\u786e\u4fe1\u53f7\u662f\uff0c\u4f60\u7684\u83b7\u5ba2\u6210\u672c\uff08CAC\uff09\u5728\u4e0b\u964d\u3002\u66f4\u591a\u7684\u4e70\u5bb6\u5e26\u6765\u66f4\u591a\u7684\u5356\u5bb6\uff0c\u66f4\u591a\u7684\u5356\u5bb6\u5e26\u6765\u66f4\u591a\u7684\u4e70\u5bb6\u3002       \n \u4e00\u4e2a\u660e\u786e\u7684\u5931\u8d25\u4fe1\u53f7\u662f\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u4f60\u82b1\u8d39\u8d8a\u6765\u8d8a\u591a\u6765\u83b7\u53d6\u8fb9\u9645\u7528\u6237\uff0c\u90a3\u4f60\u66f4\u50cf\u662f\u4e00\u4e2a\u9500\u552e\u9a71\u52a8\u578b\u7684\u7ec4\u7ec7\u3002\u6240\u4ee5\uff0c\u5982\u679c\u4f60\u6709\u6b63\u5411\u7684\u7ecf\u6d4e\u6548\u76ca\u3001\u4e0d\u65ad\u964d\u4f4e\u7684 CAC\uff0c\u5e76\u4e14\u80fd\u591f\u81ea\u52a8\u5316\u66f4\u591a\u6d41\u7a0b\uff0c\u6211\u8ba4\u4e3a\u4f60\u786e\u5b9e\u53ef\u4ee5\u7528\u66f4\u5c11\u7684\u8d44\u91d1\u8d70\u5f97\u66f4\u8fdc\u5417\uff1f   \n \u5f53\u7136\u53ef\u4ee5\u3002 \u4f46\u8bdd\u8bf4\u56de\u6765\uff0c\u6211\u6bcf\u5e74\u4ecd\u7136\u6295\u8d44\u5927\u7ea6 150 \u4e2a\u5e73\u53f0\u3002\u6211\u8fd8\u6ca1\u89c1\u8fc7\u591a\u5c11\u5e73\u53f0\u5728\u8d44\u91d1\u975e\u5e38\u6709\u9650\u7684\u60c5\u51b5\u4e0b\u5b9e\u73b0\u4e86\u8d85\u4e4e\u5bfb\u5e38\u7684\u89c4\u6a21\u6269\u5f20\u3002\u6211\u89c1\u8fc7\u5b83\u4eec\u5728\u4eba\u5f88\u5c11\u7684\u60c5\u51b5\u4e0b\u6269\u5f20\uff0c\u56e0\u4e3a\u5b83\u4eec\u73b0\u5728\u5229\u7528\u667a\u80fd\u4f53\u53d8\u5f97\u66f4\u9ad8\u6548\uff0c\u4f46\u5b83\u4eec\u4ecd\u7136\u9700\u8981\u8d44\u91d1\u6765\u6269\u5927\u4f9b\u5e94\u548c\u9700\u6c42\uff0c\u800c\u4e14\u4f60\u603b\u662f\u5e0c\u671b\u4e24\u8005\u5e76\u884c\u6269\u5f20\u3002\u65e0\u8bba\u5b83\u662f\u9500\u552e\u9a71\u52a8\u3001\u8425\u9500\u9a71\u52a8\u8fd8\u662f\u667a\u80fd\u4f53\u9a71\u52a8\uff0c\u5b83\u4eec\u90fd\u6709\u76f8\u5173\u7684\u6210\u672c\u3002\u6240\u4ee5\u6211\u8fd8\u6ca1\u89c1\u8fc7\u6709\u4ec0\u4e48\u9879\u76ee\u5728\u57fa\u672c\u6ca1\u878d\u8d44\u7684\u60c5\u51b5\u4e0b\u4ece\u96f6\u589e\u957f\u5230 10 \u4ebf GMV\u3002\u4e5f\u8bb8 OnlyFans \u9664\u5916\uff0c\u5982\u679c\u5b83\u7b97\u7684\u8bdd\u3002       \n Mike Williams: \u662f\u7684\uff0c\u786e\u5b9e\u3002\u4f60\u521a\u624d\u7b80\u8981\u63d0\u5230\u4e86\u5e02\u573a\u60c5\u7eea\u548c\u878d\u8d44\u3002\u4f46\u6211\u8ba4\u4e3a\uff0c\u73b0\u5728\u4e00\u4e2a\u8d8a\u6765\u8d8a\u53d7\u5173\u6ce8\u7684\u8bdd\u9898\u662f\u5173\u4e8e\u9632\u5fa1\u529b\uff08defensibility\uff09\uff0c\u5bf9\u5427\uff1f  \n \u90a3\u4e48\uff0c\u5728 AI \u65f6\u4ee3\uff0c\u7279\u522b\u662f\u5bf9\u4e8e\u73b0\u5728\u7684\u5e73\u53f0\uff0c\u4f60\u5982\u4f55\u770b\u5f85\u9632\u5fa1\u529b\uff1f\n Fabrice Grinda: \u9996\u5148\uff0c\u4f60\u4eec\u90fd\u5e94\u8be5\u53bb\u6211\u7684\u535a\u5ba2\u770b\u7b2c 52 \u671f\u300aAI \u65f6\u4ee3\u7684\u5e73\u53f0\u578b\u5e02\u573a\u300b\u3002\u6211\u5728\u90a3\u91cc\u6709\u51e0\u5f20\u5e7b\u706f\u7247\uff0c\u5206\u6790\u4e86\u5728 AI \u73af\u5883\u4e0b\u957f\u671f\u6765\u770b\u4ec0\u4e48\u662f\u4f60\u7684\u9632\u5fa1\u529b\u3002 \n \u9996\u5148\uff0c\u5f53\u4f60\u542f\u52a8\u5e73\u53f0\u65f6\uff0c\u4f60\u7684\u9632\u5fa1\u529b\u4e3a\u96f6\uff0c\u5bf9\u5427\uff1f\u6240\u4ee5\u4f60\u7684\u62a4\u57ce\u6cb3\u5c31\u662f\u4f60\u7684\u6d41\u52a8\u6027\u3002\u5f52\u6839\u7ed3\u5e95\uff0c\u5c31\u662f\u6d41\u52a8\u6027\u3002\u4e00\u65e6\u4f60\u62e5\u6709\u4e86\u6d41\u52a8\u6027\uff0c\u4f60\u57fa\u672c\u4e0a\u5c31\u662f\u4e0d\u53ef\u53d6\u4ee3\u7684\u3002\u770b\u770b Craigslist \u5c31\u77e5\u9053\u4e86\uff0c\u5373\u4fbf\u5230\u4e86 2026 \u5e74\uff0c\u5b83\u5728\u67d0\u4e9b\u7c7b\u522b\uff08\u5982\u84dd\u9886\u5de5\u4f5c\uff09\u4e2d\u7684\u5730\u4f4d\u4f9d\u7136\u7a33\u56fa\u5f97\u4ee4\u4eba\u9707\u60ca\u3002    \n \u5c3d\u7ba1\u5b83\u7684\u7528\u6237\u4f53\u9a8c\u548c\u754c\u9762\u6781\u5176\u7cdf\u7cd5\uff0c\u751a\u81f3\u8fd8\u5728\u6545\u610f\u7834\u574f\u6d41\u52a8\u6027\uff0c\u6bd4\u5982\u6536\u8d39\u7b49\u7b49\u3002\u6211\u7684\u601d\u8003\u65b9\u5f0f\u662f\uff1a\u7b2c\u4e00\uff0c\u4f5c\u4e3a\u5e73\u53f0\uff0c\u4f60\u505a\u4e86\u591a\u5c11\u5de5\u4f5c\uff1f \n \u4f60\u53ea\u662f\u4e00\u4e2a\u7ebf\u7d22\u751f\u6210\u5e73\u53f0\uff08\u5982 Zillow\u3001Angie\uff09\uff0c\u4ec0\u4e48\u90fd\u4e0d\u5e72\uff1f\u8fd8\u662f\u4f60\u8fdb\u884c\u4e86\u91cd\u5ea6\u7ba1\u7406\uff08\u5982 DoorDash\u3001\u4e9a\u9a6c\u900a\uff09\uff0c\u62e5\u6709\u4ed3\u5e93\u3001\u5ba2\u6237\u5173\u6000\u3001\u9000\u8d27\u3001\u652f\u4ed8\u5e76\u7ba1\u7406\u7b2c\u4e09\u65b9\u914d\u9001\uff1f\n \u4f60\u7684\u7ba1\u7406\u7a0b\u5ea6\u8d8a\u9ad8\uff0c\u4f9b\u5e94\u7aef\u8d8a\u788e\u7247\u5316\uff0c\u53d7\u5230\u7684\u51b2\u51fb\u5c31\u8d8a\u5c0f\uff0c\u9632\u5fa1\u529b\u5c31\u8d8a\u5f3a\u3002\u53e6\u4e00\u4ef6\u6211\u4f1a\u8003\u8651\u7684\u4e8b\u60c5\u662f\u4eba\u4eec\u8d2d\u4e70\u4ea7\u54c1\u7684\u9891\u7387\uff0c\u4ee5\u53ca\u4ed6\u4eec\u5728\u8d2d\u4e70\u524d\u82b1\u591a\u5c11\u65f6\u95f4\u601d\u8003\u3002\u540c\u6837\uff0c\u4ed6\u4eec\u601d\u8003\u7684\u65f6\u95f4\u8d8a\u5c11\uff08\u610f\u5473\u7740\u4e0d\u9700\u8981\u7814\u7a76\uff09\uff0c    \n \u8d2d\u4e70\u9891\u7387\u8d8a\u9ad8\uff0c\u4f60\u7684\u9632\u5fa1\u529b\u5c31\u8d8a\u5f3a\u3002Instacart\u3001DoorDash\u3001Uber\u3001\u4e9a\u9a6c\u900a\u3001Etsy\uff0c\u8fd9\u4e9b\u6211\u90fd\u4e0d\u592a\u62c5\u5fc3\u3002\u73b0\u5728\uff0c\u5982\u679c\u4f60\u662f\u9ad8\u6df1\u601d\u719f\u8651\u578b\u8d2d\u4e70\uff0c\u4eba\u4eec\u4f1a\u82b1\u5f88\u591a\u65f6\u95f4\u601d\u8003\u8981\u4e70\u4ec0\u4e48\u6216\u96c7\u4f63\u8c01\uff0c\u800c\u4e14\u590d\u8d2d\u7387\u4e0d\u9ad8\uff0c\u90a3\u98ce\u9669\u53ef\u80fd\u5927\u5f97\u591a\u3002      \n \u6240\u4ee5\u6211\u8ba4\u4e3a\uff0c\u901a\u8fc7\u505a\u66f4\u591a\u5de5\u4f5c\u5e76\u9009\u62e9\u5408\u9002\u7684\u7c7b\u522b\uff0c\u4f60\u53ef\u4ee5\u5728\u5927\u6a21\u578b\u9762\u524d\u4fdd\u536b\u81ea\u5df1\u7684\u5e02\u573a\u3002\u4f46\u6700\u7ec8\uff0c\u4e00\u65e6\u4f60\u62e5\u6709\u4e86\u6d41\u52a8\u6027\uff0c\u5c31\u6ca1\u5173\u7cfb\u4e86\u3002\u5373\u4f7f\u6d41\u91cf\u5165\u53e3\u53bb\u4e86\u5927\u6a21\u578b\uff0c\u56e0\u4e3a\u4ea4\u6613\u8fd8\u662f\u4f1a\u901a\u8fc7\u4f60\u5b8c\u6210\uff0c\u5373\u4fbf\u901a\u8fc7\u667a\u80fd\u4f53\u4e5f\u662f\u5982\u6b64\uff0c\u4f60\u4f9d\u7136\u4f1a\u6355\u6349\u5230\u5927\u90e8\u5206\u4ef7\u503c\u3002   \n Mike Williams: \u8fd9\u5bf9\u6211\u4eec\u6765\u8bf4\u662f\u975e\u5e38\u6709\u5e2e\u52a9\u7684\u5206\u6790\u3002\u592a\u68d2\u4e86\u3002\u6211\u6536\u5230\u4e86\u4e00\u4e9b\u521b\u59cb\u4eba\u7684\u95ee\u9898\uff0c\u6211\u4fdd\u8bc1\u4f1a\u7559\u65f6\u95f4\u7ed9\u5c0f\u7ec4\u95ee\u7b54\u3002\u5728\u6211\u4eec\u5f00\u59cb\u95ee\u7b54\u4e4b\u524d\uff0c\u4f60\u5bf9\u4eca\u5929\u5f00\u59cb\u505a\u5e73\u53f0\u7684\u521b\u59cb\u4eba\u6709\u4ec0\u4e48\u5efa\u8bae\u5417\uff1f   \n Fabrice Grinda: \u4ee5\u6211\u4e4b\u524d\u63d0\u5230\u7684\u65b9\u5f0f\u4f7f\u7528 AI \u5de5\u5177\u3002\u4fdd\u6301\u6781\u9ad8\u7684\u8d44\u91d1\u6548\u7387\uff0c\u56e0\u4e3a\u8d44\u91d1\u5c06\u53d8\u5f97\u96be\u4ee5\u83b7\u53d6\u3002\u786e\u4fdd\u4f60\u8d70\u5f97\u66f4\u8fdc\u3002\u57fa\u672c\u4e0a\u8ba9\u81ea\u5df1\u5904\u4e8e\u201c\u9ed8\u8ba4\u5b58\u6d3b\u201d\u548c\u201c\u9ed8\u8ba4\u53ef\u6295\u201d\u7684\u72b6\u6001\u3002\u5982\u679c\u4f60\u7684\u589e\u957f\u52bf\u5934\u4e0d\u5bb9\u7f6e\u7591\uff0c\u4e1a\u52a1\u597d\u5230\u98ce\u6295\u65e0\u8bba\u5982\u4f55\u90fd\u5fc5\u987b\u6295\u4f60\uff0c\u90a3\u5c31\u884c\u4e86\u3002    \n \u5982\u679c\u4f60\u5728\u8d44\u91d1\u6781\u5c11\u7684\u60c5\u51b5\u4e0b\uff0c\u51ed\u501f\u826f\u597d\u7684\u7ecf\u6d4e\u6548\u76ca\u4ece\u96f6\u505a\u5230\u6bcf\u6708 1000 \u4e07 GMV\uff0c\u90a3\u4e48\u4e0b\u4e00\u9636\u6bb5\u662f\u6bcf\u6708 3000 \u4e07\u8fd8\u662f 1 \u4ebf\u90fd\u6ca1\u5173\u7cfb\u3002\u603b\u4f1a\u6709\u4eba\u6295\u8d44\u7684\u3002\u4ecd\u7136\u6709\u98ce\u6295\u559c\u6b22\u5e73\u53f0\uff0c\u56e0\u4e3a\u5b83\u4eec\u5177\u6709\u9632\u5fa1\u529b\u3002  \n \u4eba\u4eec\u6ca1\u610f\u8bc6\u5230\u7684\u662f\uff0c\u636e\u6211\u6240\u77e5\uff0c\u5df2\u7ecf\u6709 46% \u7684 AI \u516c\u53f8\u5012\u95ed\u4e86\u3002\u6709\u4e9b\u516c\u53f8\u4f30\u503c\u51b2\u5230 40 \u4ebf\uff0c\u7136\u540e\u5c31\u6b7b\u6389\u4e86\u3002\u6240\u4ee5\u4f60\u7684\u516c\u53f8\u8981\u9632\u5fa1\u529b\u5f3a\u5f97\u591a\uff0c\u4f46\u4e3a\u4e86\u6210\u529f\uff0c\u8981\u5584\u7528\u5de5\u5177\uff0c\u4fdd\u6301\u8d44\u91d1\u6548\u7387\uff0c\u62e5\u6709\u51fa\u8272\u7684\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\uff0c\u5e76\u771f\u6b63\u627e\u5230\u4ea7\u54c1\u6d41\u52a8\u6027\u3002\u5173\u4e8e\u5982\u4f55\u627e\u5230\u6d41\u52a8\u6027\u5e76\u8bc1\u660e\u4f60\u7684 PMF\uff0c\u6211\u60f3\u5206\u4eab\u4e00\u4e2a\u5e73\u53f0\u521b\u59cb\u4eba\u5e38\u72af\u7684\u6700\u5927\u9519\u8bef\u3002\u8fd9\u4e2a\u9519\u8bef\u5c31\u662f\uff1a\u56e0\u4e3a\u5e73\u53f0\u4e0a\u7684\u5356\u5bb6\uff08\u65e0\u8bba\u5356\u4ec0\u4e48\u4ea7\u54c1\u3001\u670d\u52a1\u8fd8\u662f\u4e8c\u624b\u8d27\uff09\u90fd\u662f\u53d7\u7ecf\u6d4e\u5229\u76ca\u9a71\u52a8\u7684\uff0c\u6240\u4ee5\u5f88\u5bb9\u6613\u8ba9\u4f60\u7684\u5e73\u53f0\u5145\u65a5\u7740\u4f9b\u5e94\u7aef\u3002\u4f60\u53bb\u627e\u4efb\u4f55\u4eba\uff0c\u5373\u4f7f\u4f60\u8bf4\u4f60\u6ca1\u6d41\u91cf\uff0c\u4f60\u8bf4\uff1a\u563f\uff0c\u6211\u8981\u4e0a\u7ebf\u4e00\u4e2a\u5e73\u53f0\uff0c\u4f60\u60f3\u5728\u8fd9\u91cc\u53d1\u5e03\u5417\uff1f\u514d\u8d39\u7684\uff0c\u6210\u4ea4\u624d\u6263\u8d39\u3002\u6bcf\u4e2a\u4eba\u90fd\u4f1a\u7b54\u5e94\u3002\u95ee\u9898\u662f\uff0c\u5982\u679c\u4f60\u6709\u65e0\u9650\u7684\u4f9b\u5e94\u5374\u6ca1\u9700\u6c42\uff0c\u90a3\u5c31\u9ebb\u70e6\u4e86\u3002           \n \u4f60\u548c\u5356\u5bb6\u7684\u4e92\u52a8\u4f1a\u662f\u96f6\u3002\u4ed6\u4eec\u6839\u672c\u4e0d\u4f1a\u53c2\u4e0e\u8fdb\u6765\u3002\u5982\u679c\u6709\u4eba\u771f\u7684\u4e0d\u5c0f\u5fc3\u4e70\u4e86\u4e1c\u897f\uff0c\u4ed6\u4eec\u4e5f\u4e0d\u4f1a\u56de\u590d\u3002\u8fd9\u4f1a\u5e26\u6765\u5f88\u7cdf\u7cd5\u7684\u4f53\u9a8c\u3002\u66f4\u597d\u7684\u505a\u6cd5\u662f\u62e5\u6709\u6700\u4f18\u8d28\u3001\u6700\u7cbe\u9009\u7684\u4f9b\u5e94\u3002\u4f60\u8981\u5584\u5f85\u4ed6\u4eec\uff0c\u8ba9\u4ed6\u4eec\u5f00\u5fc3\uff0c\u628a\u4ed6\u4eec\u5438\u5f15\u8fc7\u6765\u3002     \n \u8fd9\u53d6\u51b3\u4e8e\u7c7b\u522b\uff0c\u5982\u679c\u662f\u5b9e\u7269\u5546\u54c1\uff0c\u6bd4\u5982\u4e8c\u624b\u8d27\uff0c\u6210\u4ea4\u7387\u53ef\u80fd\u5728 25% \u5de6\u53f3\u3002\u8fd9\u7b97\u6d41\u52a8\u6027\u8f83\u4f4e\u7684\u60c5\u51b5\u3002\u5982\u679c\u662f\u670d\u52a1\uff0c\u4f60\u5e0c\u671b\u81f3\u5c11\u5360\u5230\u4ed6\u4eec\u6536\u5165\u7684 25%\u3002\u7406\u60f3\u60c5\u51b5\u4e0b\u662f 100%\uff0c\u5c31\u50cf Uber \u90a3\u6837\uff0c\u4f46 25% \u4e5f\u53ef\u4ee5\u3002\u7136\u540e\u4f60\u5f00\u59cb\u6269\u5927\u4f9b\u5e94\u89c4\u6a21\uff0c\u63a5\u7740\u589e\u52a0\u66f4\u591a\u9700\u6c42\uff0c\u5e76\u8ba9\u4e24\u8005\u5e76\u884c\u589e\u957f\u3002     \n \u4f60\u6c38\u8fdc\u4e0d\u5e0c\u671b\u5e02\u573a\u4f9b\u5e94\u8fc7\u5269\u5bfc\u81f4\u6d41\u52a8\u6027\u4e0b\u964d\u3002\u6838\u5fc3\u5c31\u662f\u6d41\u52a8\u6027\u3001\u6d41\u52a8\u6027\u3001\u8fd8\u662f\u6d41\u52a8\u6027\u3002\u800c\u4e14\u8981\u8ffd\u6c42\u66f4\u9ad8\u8d28\u91cf\u7684\u6d41\u52a8\u6027\u3002  \n Mike Williams: \u662f\u7684\uff0c\u8fd9\u975e\u5e38\u68d2\u3002\u5f88\u9ad8\u5174\u6211\u4eec\u5f3a\u8c03\u4e86\u8fd9\u4e00\u70b9\u53ca\u5176\u91cd\u8981\u6027\u3002\u53e6\u5916\uff0c\u4ece\u6211\u4e2a\u4eba\u7684\u7ecf\u9a8c\u6765\u770b\uff0c\u6211\u65e9\u671f\u66fe\u5728\u727a\u7272\u9700\u6c42\u7684\u60c5\u51b5\u4e0b\u589e\u52a0\u4e86\u4f9b\u5e94\uff0c\u633a\u9177\u7684\u3002\u6211\u4eec\u73b0\u5728\u8fdb\u5165\u5c0f\u7ec4\u95ee\u7b54\u73af\u8282\u3002\u563f Lisa\uff0c\u6211\u770b\u5230\u4f60\u4e3e\u624b\u4e86\u3002\u4f60\u60f3\u52a0\u5165\u804a\u804a\u5417\uff1f      \n Lisa: \u597d\u7684\u3002\u55e8 Fabrice\u3002\u5f88\u9ad8\u5174\u89c1\u5230\u4f60\u3002\u6211\u662f Lisa\u3002\u6211\u6b63\u5728\u6253\u9020 Buddy\uff0c\u4e00\u4e2a B2B \u518d\u751f\u91d1\u5c5e\u5e02\u573a\u3002\u6211\u77e5\u9053\u4f60\u662f\u4e00\u5bb6\u6307\u6570\u57fa\u91d1\uff0c\u89c1\u8fc7\u6d77\u91cf\u7684\u673a\u4f1a\uff0c\u5305\u62ec\u6258\u7ba1\u578b\u5e02\u573a\u548c\u7eaf\u5e02\u573a\uff0c\u5bf9\u5427\uff1f     \n \u8fd9\u4e24\u8005\u90fd\u5b58\u5728\uff0c\u4f46\u6211\u8ba4\u4e3a\u4f60\u4f1a\u53d1\u73b0\uff0c\u5728\u7eaf\u5e02\u573a\u548c\u6258\u7ba1\u578b\u5e02\u573a\u4e2d\uff0c\u201c\u6536\u5165\u201d\u7684\u542b\u4e49\u53ef\u80fd\u5b8c\u5168\u4e0d\u540c\u3002\u4f8b\u5982\uff0c\u6211\u4eec\u662f\u57fa\u4e8e\u62bd\u6210\uff08take rate\uff09\u7684\u3002\u800c\u6211\u4eec\u9886\u57df\u7684\u5176\u4ed6\u6240\u6709\u4eba\u90fd\u662f\u4e70\u5165\u518d\u5356\u51fa\u7684\u81ea\u8425\u6a21\u5f0f\u3002  \n Fabrice Grinda: \u662f\u7684\uff0c\u4f46\u6211\u4eec\u5e76\u4e0d\u50bb\u3002\u610f\u601d\u662f\uff0c\u5982\u679c\u6709\u4eba\u4e70\u5165\u518d\u5356\u51fa\u5e76\u5c06\u5176\u8ba1\u4e3a\u6536\u5165\uff0c\u6211\u5f53\u7136\u8fd8\u662f\u4f1a\u770b\u4ed6\u4eec\u7684\u5229\u6da6\u7387\uff0c\u4ee5\u53ca\u5982\u679c\u6709\u5e93\u5b58\u7684\u8bdd\uff0c\u5176\u8d44\u672c\u6548\u7387\u5982\u4f55\u3002 \n \u6240\u4ee5\u5f52\u6839\u7ed3\u5e95\uff0c\u6211\u4f1a\u8fdb\u884c\u540c\u7c7b\u6bd4\u8f83\u3002\u5982\u679c\u4f60\u7684\u6536\u5165\u662f\u62bd\u6210\uff0c\u6211\u4f1a\u770b\u8fd9\u4e2a\u62bd\u6210\u7684\u5229\u6da6\u7ed3\u6784\u3002\u6211\u663e\u7136\u4f1a\u628a\u5b83\u4e0e\u4ed6\u4eec\u7684\u505a\u6cd5\u8fdb\u884c\u5bf9\u6bd4\u3002\u6240\u4ee5\uff0c\u6211\u4e0d\u4f1a\u60f3\u592a\u591a\u3002\u6211\u4f1a\u4ece KPI \u548c OKR \u7684\u89d2\u5ea6\u53bb\u505a\u5bf9\u4e1a\u52a1\u6b63\u786e\u7684\u4e8b\uff0c\u4e0d\u4f1a\u7ea0\u7ed3\u4e8e\u6b64\u3002\u6295\u8d44\u8005\u5e76\u4e0d\u50bb\uff0c\u5e02\u573a\u9886\u57df\u7684\u6295\u8d44\u8005\u660e\u767d\u5176\u4e2d\u7684\u533a\u522b\u3002      \n Lisa: \u8c22\u8c22\u3002\u6211\u77e5\u9053\u4f60\u662f\u5e02\u573a\u9886\u57df\u7684\u6295\u8d44\u8005\uff0c\u6240\u4ee5\u4f60\u5bf9\u6b64\u975e\u5e38\u719f\u6089\u3002\u4f46\u6211\u4eec\u7684\u7ecf\u9a8c\u662f\uff0c\u975e\u5e02\u573a\u9886\u57df\u7684\u6295\u8d44\u8005\u53ef\u80fd\u4e0d\u4f1a\u50cf\u4f60\u8fd9\u6837\u8bc4\u4f30\u3002\u6211\u60f3\u77e5\u9053\u4f60\u5bf9\u4e8e\u201c\u5982\u4f55\u5b9a\u4f4d\u201d\u6709\u6ca1\u6709\u4ec0\u4e48\u5efa\u8bae\uff0c\u5373\u5982\u4f55\u5b9a\u4f4d\u4e00\u4e2a\u5177\u6709\u6210\u4e3a\u4ea4\u6613\u5c42\u6f5c\u529b\u7684\u9879\u76ee\uff08\u56e0\u4e3a\u8fd9\u662f\u7eaf\u5e02\u573a\u7684\u672c\u8d28\uff09\uff0c\u800c\u4e0d\u662f\u53ea\u80fd\u4ece\u6355\u83b7\u7684\u4ea4\u6613\u4e2d\u63d0\u53d6\u6536\u5165\u3002   \n Fabrice Grinda: \u5728\u4f60\u8ddf\u8e2a\u7684\u8303\u56f4\u5185\uff0c\u4f60\u5e94\u8be5\u63d0\u5230\u5e73\u53f0\u4e0a\u6d41\u8f6c\u7684\u6240\u6709 GMV\uff08\u5546\u54c1\u4ea4\u6613\u603b\u989d\uff09\uff0c\u5bf9\u5427\uff1f\u8fd9\u6837\u5b83\u5c31\u6bd4\u90a3\u4e9b\u4e70\u5356\u81ea\u8425\u516c\u53f8\u7684\u9876\u7ebf\u6536\u5165\u66f4\u5177\u53ef\u6bd4\u6027\u4e86\u3002 \n Lisa: \u597d\u7684\u3002\n Fabrice Grinda: \u5c1d\u8bd5\u5c06\u5b83\u4eec\u4e0e GMV \u6302\u94a9\u3002\u7136\u540e\u4f60\u53ef\u4ee5\u8c08\u8bba\u4f60\u76ee\u524d\u80fd\u53d8\u73b0\u7684\u4ea4\u6613\u767e\u5206\u6bd4\uff0c\u4ee5\u53ca\u672a\u6765\u80fd\u53d8\u73b0\u7684\u767e\u5206\u6bd4\u548c\u539f\u56e0\uff1b\u76ee\u524d\u7684\u62bd\u6210\u662f\u591a\u5c11\uff0c\u4ee5\u53ca\u4e3a\u4ec0\u4e48\u4f60\u8ba4\u4e3a\u5b83\u4f1a\u5448\u4e0a\u5347\u8d8b\u52bf\u3002\u5728 B2B \u5e02\u573a\u4e2d\uff0c\u62bd\u6210\u7684\u9ad8\u4f4e\u53d6\u51b3\u4e8e\u4f9b\u9700\u5f39\u6027\u3002\u5766\u767d\u8bf4\uff0c\u6709\u4e9b\u7c7b\u522b\u4f60\u6839\u672c\u65e0\u6cd5\u62bd\u6210\uff0c\u5c31\u662f\u96f6\u3002\u4f46\u5728\u6709\u4e9b\u7c7b\u522b\u4e2d\uff0c\u4f60\u4ece 1%\u30012% \u6216 3% \u5f00\u59cb\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\uff0c\u5f53\u4f60\u62e5\u6709\u66f4\u591a\u6d41\u52a8\u6027\u5e76\u63d0\u4f9b\u66f4\u591a\u4ef7\u503c\u65f6\uff0c\u4f60\u5b9e\u9645\u4e0a\u53ef\u4ee5\u5c06\u5176\u63d0\u5347\u5230 6%\u30017%\u30018% \u751a\u81f3 9%\u3002    \n \u7136\u540e\u4f60\u53ef\u4ee5\u589e\u52a0\u878d\u8d44\u3001\u4fdd\u9669\u7b49\u670d\u52a1\uff0c\u6216\u8005\u4efb\u4f55\u5176\u4ed6\u589e\u503c\u4fdd\u969c\uff0c\u4f7f\u4f60\u7684\u7efc\u5408\u6709\u6548\u62bd\u6210\u8fbe\u5230 10% \u5230 15% \u5de6\u53f3\u3002\n Mike Williams: \u563f\uff0cFabrice\uff0c\u6211\u60f3\u66ff\u4e00\u4f4d\u65e0\u6cd5\u53c2\u52a0\u7684\u521b\u59cb\u4eba\u95ee\u4e2a\u95ee\u9898\uff0c\u8fd9\u5728\u793e\u533a\u91cc\u4e5f\u633a\u5e38\u89c1\u7684\uff0c\u662f\u5173\u4e8e\u5982\u4f55\u8f6c\u578b\u4e3a AI \u539f\u751f\u4f01\u4e1a\uff0c\u6216\u8005\u8003\u8651 AI \u5982\u4f55\u5f71\u54cd\u4f60\u7684\u4e1a\u52a1\u3002\n \u6211\u4eec\u6709\u5f88\u591a\u5e02\u573a\u7c7b\u9879\u76ee\uff0c\u6bd4\u5982\u5728\u4e00\u5e74\u534a\u524d\u62ff\u4e86\u79cd\u5b50\u8f6e\u3002\u90a3\u4e48\uff0c\u5bf9\u4e8e\u90a3\u4e9b\u5728 AI \u65f6\u4ee3\u4e4b\u524d\u878d\u8d44\u3001\u73b0\u5728\u6b63\u5728\u601d\u8003 AI \u5982\u4f55\u5f71\u54cd\u4e1a\u52a1\u5e76\u8003\u8651\u8f6c\u578b\u7684\u516c\u53f8\uff0c\u4f60\u6709\u6ca1\u6709\u4ec0\u4e48\u6700\u4f73\u5b9e\u8df5\u6216\u5efa\u8bae\uff1f \n Fabrice Grinda: \u5bf9\u6211\u6765\u8bf4\uff0c\u8fd9\u548c\u4f60\u4eca\u5929\u5f00\u59cb\u505a\u4e00\u4e2a\u65b0\u521d\u521b\u516c\u53f8\u7684\u5efa\u8bae\u662f\u4e00\u6837\u7684\u3002\u4f7f\u7528\u8fd9\u4e9b\u5de5\u5177\uff0c\u96c6\u6210 AI\uff0c\u8981\u62e5\u62b1 AI\u3002\u5982\u679c\u4f60\u9700\u8981\u91cd\u5199\u6280\u672f\u6808\uff0c\u90a3\u5c31\u91cd\u5199\u3002\u4f46\u8bdd\u53c8\u8bf4\u56de\u6765\uff0c\u901a\u5e38\u4f60\u4e0d\u9700\u8981\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u6211\u4eec\u7684\u5f88\u591a\u5e02\u573a\u9879\u76ee\u90fd\u5728\u4f7f\u7528\u73b0\u6210\u7684\u5de5\u5177\uff0c\u5bf9\u5427\uff1f    \n \u6bd4\u5982\u4f7f\u7528 Shopify\uff0c\u56e0\u4e3a\u5f52\u6839\u7ed3\u5e95\uff0c\u6280\u672f\u5e76\u4e0d\u662f\u6838\u5fc3\u2014\u2014\u5c3d\u7ba1\u4f60\u53ef\u80fd\u4f1a\u505a\u5355\u56fe\u4e0a\u67b6\u4e4b\u7c7b\u7684\u4e8b\u60c5\u2014\u2014\u6838\u5fc3\u66f4\u591a\u5728\u4e8e\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u548c\u6d41\u52a8\u6027\u3002\u8fd9\u624d\u662f\u6bd4\u5e95\u5c42\u6280\u672f\u5e73\u53f0\u66f4\u5177\u7ade\u4e89\u529b\u7684\u5dee\u5f02\u5316\u56e0\u7d20\u3002\u4f46\u662f\uff0c\u662f\u7684\uff0c\u8981\u79ef\u6781\u4f7f\u7528\u5de5\u5177\uff0c\u505a\u597d AEO\uff08\u4eba\u5de5\u667a\u80fd\u5f15\u64ce\u4f18\u5316\uff09\uff0c\u5e76\u8ba9\u81ea\u5df1\u88ab\u5927\u8bed\u8a00\u6a21\u578b\uff08LLM\uff09\u7d22\u5f15\u3002  \n Mike Williams: \u563f\uff0cMolly\u3002\u62b1\u6b49\uff0c\u4f60\u4e3e\u624b\u4e86\u3002\u4f60\u60f3\u4e0a\u6765\u804a\u804a\u5417\uff1f   \n Molly: \u5f53\u7136\u3002 \u662f\u554a \u55e8\u3002\u6211\u662f Recess \u7684\u521b\u59cb\u4eba\u3002\u5b83\u5c31\u50cf\u662f\u513f\u7ae5\u8bfe\u7a0b\u548c\u590f\u4ee4\u8425\u9886\u57df\u7684 Booking.com\u3002\u5230\u76ee\u524d\u4e3a\u6b62\u6211\u4eec\u5df2\u7ecf\u7b79\u96c6\u4e86 400 \u4e07\u7f8e\u5143\u3002\u6211\u4eec\u7684\u6536\u5165\u8fd8\u4e0d\u5230\u4e00\u5e74\uff0c\u4f46\u589e\u957f\u975e\u5e38\u5feb\uff0c\u6240\u4ee5\u6211\u4eec\u5f88\u5feb\u5c31\u8981\u8fdb\u884c\u4e0b\u4e00\u8f6e\u878d\u8d44\u3002     \n \u5728\u4e0e\u6295\u8d44\u8005\u8ba8\u8bba\u4e2d\u51fa\u73b0\u7684\u4e00\u4e2a\u95ee\u9898\u662f\u5173\u4e8e LTV\uff08\u5ba2\u6237\u7ec8\u8eab\u4ef7\u503c\uff09\u3002\u8003\u8651\u5230\u6211\u4eec\u670d\u52a1\u7684\u5b69\u5b50\u5e74\u9f84\u6bb5\uff0c\u6211\u4eec\u7684 LTV \u5468\u671f\u5176\u5b9e\u5f88\u957f\u3002\u4f46\u73b0\u5b9e\u4e2d\uff0c\u6211\u4eec\u7684 ICP\uff08\u7406\u60f3\u5ba2\u6237\u753b\u50cf\uff09\u5b8c\u5168\u6ca1\u6709\u6570\u636e\u6765\u652f\u6491\u8fd9\u4e2a LTV\u3002\u9664\u4e86\u7528\u6237\u8c03\u7814\uff0c\u8fd8\u6709\u4ec0\u4e48\u5173\u4e8e\u4ea7\u54c1\u6b63\u5e38\u8d2d\u4e70\u5468\u671f\u7684\u5916\u90e8\u6570\u636e\u662f\u6295\u8d44\u8005\u4f1a\u63a5\u53d7\u5e76\u7528\u6765\u8bc4\u4f30 LTV \u7684\u5417\uff1f  \n Fabrice Grinda: \u6211\u521a\u624d\u6ca1\u542c\u6e05\u4f60\u5177\u4f53\u5356\u7684\u662f\u4ec0\u4e48\uff0c\u4f46\u53ea\u8981\u6d41\u5931\u7387\u4f4e\uff0c\u800c\u4e14\u4eba\u4eec\u662f\u6309\u6708\u4ed8\u8d39\u7684\uff0c\u4ed6\u4eec\u5c31\u613f\u610f\u8ba4\u53ef\u4f60\u7684 LTV\uff0c\u56e0\u4e3a\u6d41\u5931\u7387\u4f4e\uff0c\u5bf9\u5427\uff1f\u6240\u4ee5 6 \u4e2a\u6708\u300112 \u4e2a\u6708\u300118 \u4e2a\u6708\u540e\u7684\u51c0\u6536\u5165\u7559\u5b58\u7387\uff08NRR\uff09\u5176\u5b9e\u5f88\u6709\u8bf4\u670d\u529b\u3002\u5c3d\u7ba1\u6211\u4eec\u770b\u5230\u7684\u5927\u591a\u6570\u79cd\u5b50\u8f6e\u521d\u521b\u516c\u53f8\u4e0a\u7ebf\u65f6\u95f4\u90fd\u4e0d\u8d85\u8fc7 18 \u4e2a\u6708\uff0c\u4f46\u6211\u4eec\u4ecd\u7136\u53ef\u4ee5\u6839\u636e\u6d41\u5931\u7387\u9884\u6d4b 5 \u5e74\u6216 10 \u5e74\u7684 LTV \u4e0e CAC\uff08\u83b7\u5ba2\u6210\u672c\uff09\u4e4b\u6bd4\u3002   \n \u6240\u4ee5\uff0c\u53ea\u8981\u4f60\u6709\u8d1f\u5411\u7684\u51c0\u6536\u5165\u6d41\u5931\uff08\u5373 NRR \u8d85\u8fc7 100%\uff09\uff0c\u6bd4\u5982 18 \u4e2a\u6708\u540e NRR \u662f 150% \u4e4b\u7c7b\u7684\uff0c\u5e76\u4e14\u4f60\u77e5\u9053\u6708\u5ea6\u6216\u5e74\u5ea6\u6d41\u5931\u7387\u662f\u591a\u5c11\uff0c\u4f60\u5c31\u53ef\u4ee5\u8fdb\u884c\u9884\u6d4b\uff0c\u800c\u6211\u4eec\u4f1a\u8ba4\u53ef\u5b83\u3002\n \u6211\u4eec\u4f1a\u8ba4\u53ef\u4f60\u957f\u671f\u7684 LTV\/CAC \u9884\u6d4b\uff0c\u56e0\u4e3a\u5b83\u662f\u7531\u4f60\u7684\u7559\u5b58\u961f\u5217\uff08cohorts\uff09\u9a71\u52a8\u7684\u3002\u53ea\u8981\u961f\u5217\u6570\u636e\u770b\u8d77\u6765\u4e0d\u9519\uff0c\u6d41\u5931\u7387\u4fdd\u6301\u7a33\u5b9a\u4e14\u5904\u4e8e\u826f\u597d\u6c34\u5e73\uff0c\u90a3\u5c31\u6ca1\u95ee\u9898\u3002\u6211\u4e0d\u9700\u8981\u4f60\u4e0a\u7ebf 10 \u5e74\u624d\u76f8\u4fe1\u4f1a\u6709\u7528\u6237\u4ed8 10 \u5e74\u7684\u8d39\uff0c\u53ea\u8981\u6709\u6570\u636e\u652f\u6301\u5c31\u884c\u3002    \n Mike Williams: \u563f Julius\uff0c\u770b\u5230\u4f60\u4e3e\u624b\u4e86\u3002\u4f60\u60f3\u52a0\u5165\u5417\uff1f \n Julius: \u6211\u60f3\u95ee\u95ee\u5356\u5bb6\u7aef\u7684 CAC\u3002\u4f60\u8ba4\u4e3a\u4ec0\u4e48\u6837\u7684\u57fa\u51c6\u7b97\u597d\uff1f\u8fd8\u6709\u8f6c\u5316\u7387\uff0c\u5373\u6211\u4eec\u5f15\u5bfc\u4e00\u4e2a\u5356\u5bb6\u5165\u9a7b\uff0c\u7136\u540e\u4ed6\u57fa\u672c\u4e0a\u5c31\u5728\u5e73\u53f0\u4e0a\u53d1\u5e03\u4e86\u4ea7\u54c1\u3002  \n \u6211\u4eec\u76ee\u524d\u6709 16,000 \u4e2a\u6708\u6d3b\u7528\u6237\u3002\u6211\u53ea\u662f\u5bf9\u5356\u5bb6\u7aef\u7684 CAC \u611f\u5230\u597d\u5947\u3002  \n Fabrice Grinda: \u4f60\u613f\u610f\u652f\u6301\u7684 CAC \u5b9e\u9645\u4e0a\u662f\u7531\u8be5\u7528\u6237\u4ea7\u751f\u7684 LTV \u9a71\u52a8\u7684\u3002\n \u6240\u4ee5\uff0c\u5728\u4e0d\u4e86\u89e3\u5e73\u5747\u8ba2\u5355\u4ef7\u503c\uff08AOV\uff09\u3001\u4ed6\u4eec\u5356\u51fa\u591a\u5c11\u5546\u54c1\u7b49\u60c5\u51b5\u4e0b\uff0c\u6211\u65e0\u6cd5\u56de\u7b54\u8fd9\u4e2a\u95ee\u9898\u3002\u4f60\u9700\u8981\u826f\u597d\u7684\u7ecf\u6d4e\u6548\u76ca\uff0c\u5bf9\u5427\uff1f\u901a\u5e38\u5356\u5bb6\u7684\u7ecf\u6d4e\u6548\u76ca\u6bd4\u4e70\u5bb6\u597d\u5f97\u591a\uff0c\u56e0\u4e3a\u4e00\u4e2a\u5356\u5bb6\u6700\u7ec8\u4f1a\u5728\u5f88\u957f\u4e00\u6bb5\u65f6\u95f4\u5185\u5356\u51fa\u5f88\u591a\u5546\u54c1\u3002  \n \u6240\u4ee5\u901a\u5e38\u60c5\u51b5\u4e0b\uff0c\u56e0\u4e3a\u83b7\u53d6\u5356\u5bb6\u6bd4\u83b7\u53d6\u4e70\u5bb6\u5bb9\u6613\uff0c\u5356\u5bb6\u7aef\u7684\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u53ef\u80fd\u662f\u4e70\u5bb6\u7684 20 \u500d\u300150 \u500d\u751a\u81f3 100 \u500d\u3002\u4e70\u5bb6\u7aef\u7684\u5355\u4f4d\u7ecf\u6d4e\u6548\u76ca\u53ef\u80fd\u53ea\u6709 3 \u5230 4 \u500d\uff0c\u56e0\u4e3a\u4f60\u5728 Google \u4e0a\u82b1\u4e86\u5f88\u591a\u94b1\uff0c\u800c\u8fd9\u4e9b\u4eba\u53ef\u80fd\u53ea\u4e70\u4e00\u4e24\u6b21\uff08\u53d6\u51b3\u4e8e\u7c7b\u522b\uff09\uff0c\u800c\u5356\u5bb6\u4f1a\u4e0d\u65ad\u5730\u5356\u3002  \n \u6211\u4f1a\u786e\u4fdd\u4f60\u7684\u5356\u5bb6\u7ecf\u6d4e\u6548\u76ca\u5728\u5355\u4f4d\u7ecf\u6d4e\u57fa\u7840\u4e0a\u8fbe\u5230 10 \u6bd4 1 \u6216 20 \u6bd4 1 \u5de6\u53f3\u3002\n Mike Williams: \u563f Godfrey\u3002\u62b1\u6b49\uff0c\u8bf7\u4e3e\u624b\u3002\u4f60\u60f3\u52a0\u5165\u5417\uff1f\u6211\u4eec\u8bd5\u7740\u56de\u7b54\u6700\u540e\u4e00\u4e2a\u95ee\u9898\u3002     \n Godfrey: \u6211\u662f Godfrey\uff0c\u4e00\u5bb6\u8de8\u5883\u8fd0\u8f93\u5e02\u573a\u7684\u521b\u59cb\u4eba\u3002\u6211\u4eec\u5e2e\u52a9\u4e8c\u624b\u8f66\u51fa\u53e3\u5546\u5bfb\u627e\u7ecf\u8fc7\u5ba1\u6838\u7684\u8d27\u8fd0\u7ecf\u7eaa\u4eba\uff0c\u5c06\u4ed6\u4eec\u7684\u8f66\u4ece\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u7684\u62cd\u5356\u884c\u8fd0\u5f80\u6d77\u5916\u3002\n \u4f60\u63d0\u5230\u878d\u8d44\u7684\u56db\u4e2a\u6807\u51c6\u4e4b\u4e00\u662f\u201c\u597d\u7684\u4ea4\u6613\u201d\uff0c\u6211\u770b\u4e86 FJ Labs \u7684\u878d\u8d44\u6307\u6807\u3002\u6211\u7684\u95ee\u9898\u662f\uff0c\u8fd9\u4e9b\u878d\u8d44\u6307\u6807\u53d1\u751f\u4e86\u600e\u6837\u7684\u53d8\u5316\uff1f \n Fabrice Grinda: \u8bf4\u5b9e\u8bdd\uff0c\u5728\u5e02\u573a\u7c7b\u9879\u76ee\u4e2d\u5e76\u6ca1\u6709\u592a\u5927\u53d8\u5316\u3002\u878d\u8d44\u89c4\u6a21\u548c\u4f30\u503c\u53ef\u80fd\u7a0d\u5fae\u6da8\u4e86\u4e00\u70b9\u70b9\uff0c\u4f46\u4e0d\u591a\u3002\u771f\u6b63\u6539\u53d8\u683c\u5c40\u7684\u662f AI \u516c\u53f8\uff0c\u6bd4\u5982\u50cf Mistral AI \u8fd9\u6837\u7684\u516c\u53f8\uff0c\u79cd\u5b50\u8f6e\u5c31\u878d\u4e86 10 \u4ebf\uff0c\u6295\u524d\u4f30\u503c 35 \u4ebf\u4e4b\u7c7b\u7684\u3002   \n \u5f53\u4f60\u89c2\u5bdf\u884c\u4e1a\u7684\u5e73\u5747\u503c\u6216\u4e2d\u4f4d\u6570\u65f6\uff0c\u4f1a\u53d1\u73b0\u4e00\u5207\u90fd\u4e71\u5957\u4e86\uff0c\u56e0\u4e3a\u8fd9\u4e9b\u79bb\u8c31\u7684 AI \u4ea4\u6613\u5b8c\u5168\u5938\u5927\u6216\u6df7\u6dc6\u4e86\u7edf\u8ba1\u6570\u636e\u3002\u9664\u4e86\u4eba\u4eec\u5927\u591a\u8df3\u8fc7\u9884\u79cd\u5b50\u8f6e\uff08pre-seed\uff09\u8fd9\u4e00\u4e8b\u5b9e\u5916\uff0c\u6211\u4eec\u8fd8\u6ca1\u770b\u5230\u975e\u5e38\u5927\u7684\u53d8\u5316\u3002 \n \u4f46\u6211\u4eec\u786e\u5b9e\u770b\u5230\u7684\u662f\u878d\u8d44\u96be\u5ea6\u589e\u52a0\u4e86\u3002\u6240\u4ee5\uff0c\u4f60\u9700\u8981\u6709\u4e00\u4e2a\u5177\u5907\u826f\u597d\u7ecf\u6d4e\u6548\u76ca\u7684\u589e\u957f\u6545\u4e8b\u3002\u8fd9\u4e2a\u6545\u4e8b\u5fc5\u987b\u975e\u5e38\u6709\u8bf4\u670d\u529b\uff0c\u8ba9\u98ce\u6295\u522b\u65e0\u9009\u62e9\uff0c\u53ea\u80fd\u8ba4\u771f\u5bf9\u5f85\u4f60\u5e76\u8fdb\u884c\u6295\u8d44\u3002  \n Mike Williams: \u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u68d2\u7684\u603b\u7ed3\uff0cFabrice\u3002\u6211\u77e5\u9053\u65f6\u95f4\u5230\u4e86\uff0c\u4f46\u6211\u975e\u5e38\u611f\u8c22\u4f60\u4eca\u5929\u62bd\u7a7a\u53c2\u52a0\u6211\u4eec\u7684\u540e\u7eed\u5c0f\u7ec4\u804a\u5929\u3002 \n \u6211\u77e5\u9053\u6211\u4eec\u804a\u4e86\u5f88\u591a\u5185\u5bb9\uff0c\u6709\u4e9b\u8bdd\u9898\u548c\u95ee\u9898\u786e\u5b9e\u975e\u5e38\u5fae\u5999\uff0c\u800c\u4e14\u53d6\u51b3\u4e8e\u5177\u4f53\u60c5\u51b5\uff0c\u5bf9\u5427\uff1f\u4f46\u6211\u8ba4\u4e3a\u8fd9\u975e\u5e38\u68d2\uff0c\u5bf9\u5927\u5bb6\u90fd\u4f1a\u8d85\u7ea7\u6709\u5e2e\u52a9\u3002\u6211\u6700\u540e\u4e00\u4e2a\u95ee\u9898\uff0c\u4e5f\u662f\u6211\u5178\u578b\u7684\u7ed3\u675f\u8bed\uff1a\u5982\u679c\u4f60\u80fd\u56de\u5230 2026 \u5e74\u4e4b\u524d\uff0c\u56de\u5230\u6211\u4eec\u73b0\u5728\u6240\u5904\u7684\u8fd9\u4e2a AI \u65b0\u65f6\u4ee3\uff0c\u4f60\u4f1a\u5bf9\u81ea\u5df1\u5173\u4e8e\u201c\u5e02\u573a\u201d\u8fd9\u4e2a\u8bdd\u9898\u8bf4\u4e9b\u4ec0\u4e48\uff1f  \n Fabrice Grinda: \u8001\u5b9e\u8bf4\uff0c\u5982\u679c\u6709\u4e00\u79cd\u4e1a\u52a1\u7c7b\u578b\u6211\u8ba4\u4e3a\u6700\u80fd\u62b5\u5fa1 AI \u9769\u547d\uff0c\u90a3\u5c31\u662f\u5e02\u573a\u3002\u987a\u4fbf\u8bf4\u4e00\u4e0b\uff0c\u5982\u679c\u6709\u4e00\u4e2a\u7c7b\u522b\u6211\u8ba4\u4e3a\u4eba\u4eec\u4ecd\u7136\u4f4e\u4f30\u4e86\u5b83\u7684\u6f5c\u529b\uff0c\u90a3\u4e5f\u662f\u5e02\u573a\u3002\u76ee\u524d\uff0c\u5728\u6211\u4eec\u7684\u6d88\u8d39\u751f\u6d3b\u4e2d\uff0c\u6211\u4eec\u786e\u5b9e\u5f97\u5230\u4e86\u5f88\u597d\u7684\u670d\u52a1\uff0c\u6bd4\u5982 Lime\u3001Instacart\u3001\u4e9a\u9a6c\u900a\u3001eBay\u3001Uber \u548c Airbnb\u3002\u5728\u6bcf\u4e2a\u4e3b\u8981\u7c7b\u522b\u4e2d\uff0c\u5e02\u573a\u90fd\u8986\u76d6\u4e86 15%\u300120%\u300125% \u7684\u5546\u4e1a\u6d3b\u52a8\u3002   \n \u4f46\u518d\u770b\u770b B2B \u9886\u57df\uff0c\u51e0\u4e4e\u8fd8\u662f\u4e00\u7247\u7a7a\u767d\u3002\u5728\u5927\u591a\u6570\u7c7b\u522b\u4e2d\uff0c\u6e17\u900f\u7387\u8fd8\u4e0d\u8db3 1%\u3002\u5728\u8fd9\u4e9b\u4ef7\u503c\u6570\u4e07\u4ebf\u3001\u6570\u5341\u4e07\u4ebf\u7f8e\u5143\u7684\u7c7b\u522b\u4e2d\uff0c\u6e17\u900f\u7387\u80af\u5b9a\u4f4e\u4e8e 5%\u3002\u6211\u8ba4\u4e3a\uff0c\u56e0\u4e3a\u4f60\u53ef\u4ee5\u505a\u66f4\u591a\u7684\u5de5\u4f5c\uff0c\u4e5f\u56e0\u4e3a\u5b83\u4eec\u8fdb\u5c55\u7f13\u6162\u7b49\u7b49\uff0c\u4f60\u5c06\u62e5\u6709\u60ca\u4eba\u7684\u9632\u5fa1\u6027\u3002\u6240\u4ee5\u6211\u4ecd\u7136\u8ba4\u4e3a\u5e02\u573a\u662f\u672a\u6765\u7684\u65b9\u5411\u3002\u5b83\u4eec\u662f\u8f7b\u8d44\u4ea7\u7684\uff0c\u4f60\u4f1a\u5efa\u7acb\u8d77\u62a4\u57ce\u6cb3\uff0c\u5b83\u4eec\u5c06\u5177\u6709\u9632\u5fa1\u6027\u3002      \n \u53ea\u8981\u5229\u7528\u597d\u6240\u6709\u7684\u5de5\u5177\uff0c\u4e0d\u8981\u8ba9\u81ea\u5df1\u88ab\u7d22\u5f15\uff08\u88ab\u52a8\u5229\u7528\uff09\uff0c\u4f46\u8981\u660e\u786e\u4e00\u70b9\uff0c\u4e0d\u8981\u8ba9\u4ed6\u4eec\u5229\u7528\u4f60\u6765\u8bad\u7ec3\u6570\u636e\u3002\u6ca1\u9519\uff0c\u4f60\u4ecd\u7136\u5904\u4e8e\u6b63\u786e\u7684\u9886\u57df\uff0c\u505a\u7740\u6b63\u786e\u7684\u4e8b\u60c5\u3002 \n Mike Williams: \u592a\u68d2\u4e86\u3002\u8fd9\u662f\u975e\u5e38\u597d\u7684\u4e34\u522b\u5efa\u8bae\uff0c\u5f88\u591a\u4eba\u90fd\u5728\u70b9\u5934\u8ba4\u540c\u3002\u6211\u4eec\u518d\u6b21\u611f\u8c22\u4f60\u62bd\u7a7a\u52a0\u5165\u6211\u4eec\u3002\u5f53\u7136\uff0c\u6211\u4f1a\u5206\u4eab\u4f60\u7684\u535a\u5ba2\u548c FJ \u7684\u94fe\u63a5\uff0c\u8fd9\u6837\u5982\u679c\u5927\u5bb6\u8fd8\u6ca1\u5173\u6ce8\u7684\u8bdd\uff0c\u53ef\u4ee5\u4fdd\u6301\u5173\u6ce8\u5e76\u8054\u7cfb\u3002  \n \u975e\u5e38\u611f\u8c22\u4f60\u7684\u52a0\u5165\uff0c\u4e5f\u8c22\u8c22\u5927\u5bb6\u4eca\u5929\u63d0\u51fa\u7684\u7cbe\u5f69\u95ee\u9898\u3002\n 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