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作为FizzDragon董事长，我有4个最基本的判断：1、AI时代谁消耗算力消耗token最多谁就会成为巨头，并且这个生意可以持续高速增长100年；2、未来消耗算力token最大的产业和行业，AI视频绝对可以排进全球前三；3、目前FizzDragon在AIGC领域绝对排名全球前五，但是我们是基础最扎实的，我们正在和几十个国家从行业到产业，打造AIGC全球化基础设施（我们直接服务马来西亚158家公司从教育培训到订单项目再到产业生态就是案例）；4、3年后我们每天光算力token消耗的收入一项每天就会超过10亿新币（约60亿人民币）左右，中国未来最大的数字服务出口肯定200%是AI微短剧，因为这个可以把中国的算力卖向全世界！！！
As chairman of FizzDragon, I have three most basic judgments: 1. In the AI era, whoever consumes the most computing power and token will become a giant, and this business can last for 100 years. 2. AI video will definitely be among the top three industries and industries that consume the largest amount of computing power in the future. 3. At present, FizzDragon is absolutely among the top five in the world in the field of AIGC, but we have the most solid foundation. We are working with dozens of countries, from industry to industry, to build the global infrastructure of AIGC. 4 or 3 years later, our daily income consumed by token alone will exceed S $1 billion (about 6 billion RMB) per day. 200% of China's largest export of digital services in the future must be AI skits, because this can sell China's computing power to the world!
As chairman of FizzDragon, I have three most basic judgments: 1. In the AI era, whoever consumes the most computing power and token will become a giant, and this business can last for 100 years. 2. AI video will definitely be among the top three industries and industries that consume the largest amount of computing power in the future. 3. At present, FizzDragon is absolutely among the top five in the world in the field of AIGC, but we have the most solid foundation. We are working with dozens of countries, from industry to industry, to build the global infrastructure of AIGC. 4 or 3 years later, our daily income consumed by token alone will exceed S $1 billion (about 6 billion RMB) per day. 200% of China's largest export of digital services in the future must be AI skits, because this can sell China's computing power to the world!
港媒：AI微短剧或成中国服务出口新亮点
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分享一个消息：FizzDragon将与中国大厂共同在大湾区培养10000名全球AIGC+OPC超级创作者。近期我们将发布更多消息。
Share a piece of news: FizzDragon will work with Chinese companies to train 10000 global AIGC+OPC super creators in the Greater Bay area. We will release more news in the near future.
Share a piece of news: FizzDragon will work with Chinese companies to train 10000 global AIGC+OPC super creators in the Greater Bay area. We will release more news in the near future.
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最近跟很多投资者朋友交流都谈到了一个话题：到底是+AI还是AI原生企业？今天很多传统企业都在+AI，其实这条路可能一开始就是死路。因为传统企业+AI忽略了一个逻辑：就是这个商业模式本身在AI时代就已经不成立。比如一个传统软件公司+AI，这基本大概率就是胡扯——因为今天其实70%的代码都不需要程序员亲自去写了——AI今天写代码写得又快又好。那传统软件公司+AI的意义和价值又在哪里呢？当AI写下了超过70%的程序和代码的时候，软件公司的商业模式和发展逻辑其实早就被重构了——我们要用发展的眼光看未来，要用未来的眼光看现在。就像很多人都以为FizzDragon是一家AI影视制作公司一样——这还是非常传统的思维和逻辑，影视制作才能赚几个钱？FizzDragon其实是一家AI时代以想象力科技为核心驱动的超级能源公司——我们是一家能源公司。
Recently, I have talked about a topic with many investor friends: is it + AI or AI native enterprise? Today, many traditional enterprises are + AI, in fact, this road may be a dead end. Because the traditional enterprise + AI ignores a logic, that is, the business model itself is not established in the AI era. For example, a traditional software company + AI, this is basically nonsense-- because today 70% of the code doesn't need to be written by programmers-- AI writes code quickly and well today. What is the meaning and value of traditional software company + AI? When AI wrote more than 70% of the code, the software company's business model and development logic had long been refactored. Just as many people think that FizzDragon is a film and television production company-- this is still very traditional thinking and logic, FizzDragon is actually a super energy company driven by imaginative technology in the AI era-- we are an energy company.
Recently, I have talked about a topic with many investor friends: is it + AI or AI native enterprise? Today, many traditional enterprises are + AI, in fact, this road may be a dead end. Because the traditional enterprise + AI ignores a logic, that is, the business model itself is not established in the AI era. For example, a traditional software company + AI, this is basically nonsense-- because today 70% of the code doesn't need to be written by programmers-- AI writes code quickly and well today. What is the meaning and value of traditional software company + AI? When AI wrote more than 70% of the code, the software company's business model and development logic had long been refactored. Just as many people think that FizzDragon is a film and television production company-- this is still very traditional thinking and logic, FizzDragon is actually a super energy company driven by imaginative technology in the AI era-- we are an energy company.
传奇风投 USV 合伙人深度访谈：AI 应用层要“彻底颠覆，而非自动化”
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FizzDragon正在与南京文旅合作推进的全球首个可以“穿越”进去的AI互动影游版红楼梦项目，指向了一个更激进的构想：用户进入故事后，可以根据不同的故事线进行“选择”：
一期多达90多种分支和剧情，20多种结局；
二期还可以主动提出自己想探索的历史人物、事件甚至“情绪”，由AI即时生成相应的互动娱乐内容。
这意味着，一个景区可以在旅游淡季根据游客的反馈，在几周内迭代出一套全新的互动叙事线。传统文旅项目“三年一改版”的节奏，正在被“月级迭代”取代。
对于消费业而言，这不仅是供给侧的效率革命，更是一种需求侧的精准响应——游客的每一次吐槽、每一个“如果当时选另一条路就好了”的遗憾，都可能成为下一版内容的起点。
FizzDragon的实践正在验证一个判断：AIGC对消费业的赋能，最深的切入点或许不是“降本”，而是“造新”——创造那些过去因为成本、技术或想象力边界而无法存在的消费场景。
一期多达90多种分支和剧情，20多种结局；
二期还可以主动提出自己想探索的历史人物、事件甚至“情绪”，由AI即时生成相应的互动娱乐内容。
这意味着，一个景区可以在旅游淡季根据游客的反馈，在几周内迭代出一套全新的互动叙事线。传统文旅项目“三年一改版”的节奏，正在被“月级迭代”取代。
对于消费业而言，这不仅是供给侧的效率革命，更是一种需求侧的精准响应——游客的每一次吐槽、每一个“如果当时选另一条路就好了”的遗憾，都可能成为下一版内容的起点。
FizzDragon的实践正在验证一个判断：AIGC对消费业的赋能，最深的切入点或许不是“降本”，而是“造新”——创造那些过去因为成本、技术或想象力边界而无法存在的消费场景。
南京市投资促进中心一行赴FizzDragon南京公司专题调研，帅勇董事长分享用AI互动影游“自场景”打开全球文旅消费增量新入口
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很认同👍 FizzDragon已经这样做了 我们对全球创作者提供全球版权保护 精准确定了他们对作品的收益权 每一个在FizzDragon创作的创作者 收益分配都是独立后台数据看板 清清楚楚 一目了然 //@知识资产局: 非常认同‘为结果付费’取代‘为席位付费’的大趋势。但作为独立开发者，我想补充一个视角：当 AI Agent 把生产力拉到无限时，‘数据主权’会成为稀缺资源。我的 ShuyoNote 在做的事就是——AI 可以帮你把知识变成资产，但这份资产必须完全存在你自己的本地设备上。SaaS 可以卖结果，但底层数据的掌控权，应该还给用户。
Karsashuai: 今天的软件业在未来3年内大概率会被彻底颠覆，因为今天的软件业是建立在SaaS付费机制上的：软件企业通过建立一套系统和软件，再通过向客户出售或出租软件的“席位”来付费——这是为使用付费。但是AI时代这个逻辑完全失效了，因为AI是“为结果付费”——而不是为使用付费，AI Agent则成为了人最好的伙伴和助手，与人类实现24小时全自动的人机协作。以FizzDragon为例，我们在全球自主研发了超过130+个AI Agent（目前全球影视行业绝对第一）：这些Agent包括storyOS、bridf analyzer、script splitter、episode planner、scriptwrier、evaluator……等等等等。这是什么意思呢？目前全球每月平均有近万名AIGC创作者，已经借助付费与FizzDragon的130+个Agent实现人机协作创作，这是一种只需要电力、算力、创造力的——无限的生产力。 There is a good chance that today's software industry will be completely subverted in the next three years, because today's software industry is based on the SaaS payment mechanism: software companies pay by building a system and software, and then by selling or renting software "seats" to customers-this is to pay for use. But the logic of the AI era completely failed, because AI was "paying for results"-not for use, and AI Agent became people's best partner and assistant, enabling 24-hour fully automated human-computer collaboration with humans. Take FizzDragon as an example, we have independently developed more than 130 + AI Agent (currently absolutely number one in the global film and television industry): these Agent include storyOS, bridf analyzer, script splitter, episode planner, scriptwrier, evaluator. Wait. What does this mean? At present, there are an average of nearly 10,000 AIGC creators around the world every month, and they have paid for human-computer collaboration with FizzDragon's 130 + Agent, which is a kind of unlimited productivity that only requires electricity, computing and creativity.
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今天的软件业在未来3年内大概率会被彻底颠覆，因为今天的软件业是建立在SaaS付费机制上的：软件企业通过建立一套系统和软件，再通过向客户出售或出租软件的“席位”来付费——这是为使用付费。但是AI时代这个逻辑完全失效了，因为AI是“为结果付费”——而不是为使用付费，AI Agent则成为了人最好的伙伴和助手，与人类实现24小时全自动的人机协作。以FizzDragon为例，我们在全球自主研发了超过130+个AI Agent（目前全球影视行业绝对第一）：这些Agent包括storyOS、bridf analyzer、script splitter、episode planner、scriptwrier、evaluator……等等等等。这是什么意思呢？目前全球每月平均有近万名AIGC创作者，已经借助付费与FizzDragon的130+个Agent实现人机协作创作，这是一种只需要电力、算力、创造力的——无限的生产力。
There is a good chance that today's software industry will be completely subverted in the next three years, because today's software industry is based on the SaaS payment mechanism: software companies pay by building a system and software, and then by selling or renting software "seats" to customers-this is to pay for use. But the logic of the AI era completely failed, because AI was "paying for results"-not for use, and AI Agent became people's best partner and assistant, enabling 24-hour fully automated human-computer collaboration with humans. Take FizzDragon as an example, we have independently developed more than 130 + AI Agent (currently absolutely number one in the global film and television industry): these Agent include storyOS, bridf analyzer, script splitter, episode planner, scriptwrier, evaluator. Wait. What does this mean? At present, there are an average of nearly 10,000 AIGC creators around the world every month, and they have paid for human-computer collaboration with FizzDragon's 130 + Agent, which is a kind of unlimited productivity that only requires electricity, computing and creativity.
There is a good chance that today's software industry will be completely subverted in the next three years, because today's software industry is based on the SaaS payment mechanism: software companies pay by building a system and software, and then by selling or renting software "seats" to customers-this is to pay for use. But the logic of the AI era completely failed, because AI was "paying for results"-not for use, and AI Agent became people's best partner and assistant, enabling 24-hour fully automated human-computer collaboration with humans. Take FizzDragon as an example, we have independently developed more than 130 + AI Agent (currently absolutely number one in the global film and television industry): these Agent include storyOS, bridf analyzer, script splitter, episode planner, scriptwrier, evaluator. Wait. What does this mean? At present, there are an average of nearly 10,000 AIGC creators around the world every month, and they have paid for human-computer collaboration with FizzDragon's 130 + Agent, which is a kind of unlimited productivity that only requires electricity, computing and creativity.
Stripe创始人：AI agent 将重写整个互联网
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1、首先是你自己非常感兴趣和极度热爱的，这是你的天赋所在；2、其次是你始终能持续投入巨大的热情和时间的；3、最后你能在这件事上有不一样的认知和独到的见解，而不是人云亦云。 //@杨柿子酱: 怎么样找到别人不容易但是自己容易的事情呢
Karsashuai: 好奇心加勤奋确实是人生的起点，但是真正的人生加速器是聚焦加专业能力。这也是今天我观察的很多年轻人非常欠缺的。很多年轻人以为AI时代自己会做短视频，会搞流量，会手搓几个Agent，就有竞争力了。其实大错特错。因为你很容易做到的——别人会比你更容易做到。真正的人生的核心竞争力是别人不容易做到——你却很容易做到的。比如我自己20多岁做了7年半的新闻记者，我写过了5000多篇新闻报道，你现在跟我说任何事情，我可以在3分钟（180秒）之内告诉你：哪个角度去写成新闻更好。绝大多数人都低估了这个巨大的优势：我们今天所有的人类活动都是通过语言完成的——当我知道怎么组合语言更有优势，更能说服潜在的合作伙伴，是不是就是一个巨大的优势。当AI可以即时生成出无限的文字时，这样的语言驾驭和组合的能力就会更加值钱。 Curiosity and diligence are indeed the starting point of life, but the real accelerator of life is focus and professional ability. This is also what many young people I observe today are very lacking. Many young people think that in the era of AI, they can do short videos, do traffic, and rub a few Agent, so they will be competitive. In fact, it was a big mistake. Because you can do it easily-others will do it more easily than you do. The core competitiveness of real life is that it is not easy for others to do-but it is easy for you to do. For example, I have been a journalist in my 20s for seven and a half years. I have written more than 5000 news reports. If you tell me anything now, I can tell you in 3 minutes (180 seconds) which angle is better to write the news. Most people underestimate this huge advantage: you think all our activities today are done through language-- when I know how to combine language is more advantageous, more able to convince potential partners, is not a huge advantage? When AI can generate unlimited words in real time, this ability to control and combine languages will be more valuable.
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好奇心加勤奋确实是人生的起点，但是真正的人生加速器是聚焦加专业能力。这也是今天我观察的很多年轻人非常欠缺的。很多年轻人以为AI时代自己会做短视频，会搞流量，会手搓几个Agent，就有竞争力了。其实大错特错。因为你很容易做到的——别人会比你更容易做到。真正的人生的核心竞争力是别人不容易做到——你却很容易做到的。比如我自己20多岁做了7年半的新闻记者，我写过了5000多篇新闻报道，你现在跟我说任何事情，我可以在3分钟（180秒）之内告诉你：哪个角度去写成新闻更好。绝大多数人都低估了这个巨大的优势：我们今天所有的人类活动都是通过语言完成的——当我知道怎么组合语言更有优势，更能说服潜在的合作伙伴，是不是就是一个巨大的优势。当AI可以即时生成出无限的文字时，这样的语言驾驭和组合的能力就会更加值钱。
Curiosity and diligence are indeed the starting point of life, but the real accelerator of life is focus and professional ability. This is also what many young people I observe today are very lacking. Many young people think that in the era of AI, they can do short videos, do traffic, and rub a few Agent, so they will be competitive. In fact, it was a big mistake. Because you can do it easily-others will do it more easily than you do. The core competitiveness of real life is that it is not easy for others to do-but it is easy for you to do. For example, I have been a journalist in my 20s for seven and a half years. I have written more than 5000 news reports. If you tell me anything now, I can tell you in 3 minutes (180 seconds) which angle is better to write the news. Most people underestimate this huge advantage: you think all our activities today are done through language-- when I know how to combine language is more advantageous, more able to convince potential partners, is not a huge advantage? When AI can generate unlimited words in real time, this ability to control and combine languages will be more valuable.
Curiosity and diligence are indeed the starting point of life, but the real accelerator of life is focus and professional ability. This is also what many young people I observe today are very lacking. Many young people think that in the era of AI, they can do short videos, do traffic, and rub a few Agent, so they will be competitive. In fact, it was a big mistake. Because you can do it easily-others will do it more easily than you do. The core competitiveness of real life is that it is not easy for others to do-but it is easy for you to do. For example, I have been a journalist in my 20s for seven and a half years. I have written more than 5000 news reports. If you tell me anything now, I can tell you in 3 minutes (180 seconds) which angle is better to write the news. Most people underestimate this huge advantage: you think all our activities today are done through language-- when I know how to combine language is more advantageous, more able to convince potential partners, is not a huge advantage? When AI can generate unlimited words in real time, this ability to control and combine languages will be more valuable.
好奇心加勤奋，就是复利的起点 | 托德·库姆斯
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