现场笔记
这里是所有基础设施兑现价值的地方——这些应用将矩阵运算变成了人类历史上普及最快的产品。翻看这些记录,"研究预览版"与"每周数亿用户"之间相隔的年份少得惊人。
从这三个开始
CH
ChatGPT
整个建设浪潮的上游产品。
CC
Claude Code
智能体编码的成熟形态——在你的终端里,用软件写软件。
WD
Waymo Driver
具身AI的明证:完全无人驾驶,商业规模,就在当下。
Assistants & consumer AI
7
CH
ChatGPT
The fastest-adopted software product in history — and AI's front door.
CL
Claude
Anthropic's assistant — the professional's and programmer's choice.
G(
Gemini (app)
Google's assistant, fused into Search, Android and Workspace.
G(
Grok (on X)
The assistant living inside a social network.
MA
Meta AI
The assistant embedded in WhatsApp, Instagram and Facebook.
MC
Microsoft Copilot
AI threaded through Windows, Office and the enterprise stack.
P(
Perplexity (answer engine)
Cited answers instead of links — search rebuilt around models.
Coding & developer tools
7
CU
Cursor
The AI-native editor that became a phenomenon.
CC
Claude Code
The terminal-native coding agent — Anthropic's breakout developer product.
DE
Devin
The 'AI software engineer' that started the autonomous-agent race.
GC
GitHub Copilot
The original AI pair programmer — first product of the LLM era at scale.
LO
Lovable
Europe's fastest startup ever by revenue ramp — apps from prompts.
OC
OpenAI Codex
OpenAI's software-engineering agent, from cloud sandbox to CLI.
RE
Replit
Natural-language app building for non-programmers.
Creative tools
4
E(
ElevenLabs (platform)
Voices as a service: dubbing, audiobooks, agents that speak.
M(
Midjourney (service)
The subscription image studio with the signature look.
NO
NotebookLM
Your documents, turned into podcasts and grounded answers.
S(
Suno (app)
Complete songs from a sentence — music's ChatGPT moment.
Enterprise, science & robotics
6
WD
Waymo Driver
The autonomous driver with hundreds of thousands of paid rides a week.
F0
Figure 03
The home-oriented humanoid, built for Helix.
GL
Glean
Enterprise search that became the company brain.
HA
Harvey
The elite law firms' AI associate.
SI
Sierra
Bret Taylor's customer-service agents — outcomes-priced AI labor.
TF
Tesla FSD (Supervised)
Vision-only autonomy shipped to millions of consumer cars.