Technology Application Layer Transition

When a technology transitions from 'capability demonstration' to 'production tool' status, the evaluation metric shifts from 'capability indicators' to 'economic output indicators,' and the market structure and value chain reorganize accordingly. The generative AI phase focuses on model scale and response quality; the agentic AI phase focuses on economic efficiency and reliability of task completion—transitioning from 'tokens as technical metrics' to 'tokens as transaction units.'

Read the daily articles behind this idea on the Chinese edition.

Related principles

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  Value Chain vs. Cultural Ecosystem Asymmetry
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  Organizational Coordination Cost Paradox
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  Industrialization of Experience Economy
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  Scale Paradox
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  Brand Moat Bidirectional Dependency Paradox
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  Network Effects
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  Capital Deepening Under Supply Constraint
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  Vertical Integration of Capabilities
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  Waste-to-Value Upcycling