一、引子：当整个行业开始“迷恋筌”

庄子曰：“筌者所以在鱼，得鱼而忘筌。”

两千年前，这是认知的边界；两千年后，这是 AI 商业化的第一性原理。

近期，全球 AI 基础设施出现两个标志性动向：

1. 英伟达将数据中心重新定义为”Token 生产工厂”；
2. 阿里巴巴将 Token 吞吐量提升至集团战略层级。

与此同时，国内政策层面亦同步确认：3 月 23 日，国家数据局正式将 Token 定名为“词元”，次日见报人民日报。

这并非单纯的技术迭代，而是智能工业化的范式转移。

在此语境下，模型、算力与 Token 皆为“筌”，是成本而非目的。真正的“鱼”，是单位算力下的商业产出与可持续壁垒。

当全行业忙于升级“筌”时，决策者的核心挑战在于：你的战略重心，是否仍在“鱼”上？

二、Token：从技术单位到“约束系统”

1. Token 的本质：推理的边际成本

从技术视角看，Token 是信息单元。

但在战略视角下，Token 代表了数字推理的边际成本。 

每一次 Agent 的决策、生成或阅读，本质上都在消耗这一原子化的“思维能量”。

2. Token 背后的三维约束

每一个 Token 的产出，均受制于三个物理硬约束：

1. 算力约束：芯片硅基周期的刚性消耗，决定 Token 生产的上限；
2. 能源约束：AI工厂的实际功耗，决定 Token 生产的成本底线；
3. 时延约束：终端用户的等待成本，决定 Token 价值的转化效率。

换言之，每一次“AI思考”，都是一次资源调度行为。

3. 战略启示：智能密度

战略重心的分野在于：

• 运营视角： 想方设法减少 Token 消耗（最小化成本）；
• 战略视角： 在约束中最大化高阶推理价值（最大化密度）。

Token 从来不是目标，而是约束的载体。真正的竞争优势，不属于单纯节省 Token 的企业，而属于单位 Token 商业产出最高的企业。

三、筑筌以渔：全球 Token基建的两种战略路径

智能工业化时代，基础设施即权力。全球巨头正通过两种截然不同的路径，争夺 Token 经济的定义权。

1. 英伟达：垂直公用事业（The Vertical Utility）

在黄仁勋的战略逻辑中，智能是一种可以被工业化生产的资源。

2025年5月，英伟达与沙特HUMAIN合作建设500兆瓦超大型AI工厂，并布局NemoClaw智能体基础设施。这是一条清晰的垂直整合路径：从芯片、算力到Token生产，层层掌控上游环节。

其本质是“胜兵先胜”。通过整合全球算力与能源，筑牢技术壁垒，英伟达旨在成为所有 AI 玩家无法绕开的“筌之制造者”。无论下游应用如何变迁，上游“收税权”始终在手。

2. 阿里巴巴 Token Hub (ATH)：全栈主权（The Full-Stack Sovereign）

由 CEO 吴泳铭亲自挂帅的 ATH，已作为核心战略板块嵌入阿里组织架构，形成三大业务闭环：

1. 创造 Token： 通义实验室（基础模型研发）
2. 输送 Token： 阿里云百炼（模型服务平台）
3. 应用 Token： 通义千问（C 端）+ 悟空（B 端）

从模型研发到算力交付，再到场景落地，ATH构建了一条完整的Token价值链。

背后是摩根大通的一项关键预测：到2030年，中国 Token 消费量年复合增长率将达330%。阿里正在为这一爆发性增长提前布设基础设施闭环——一个自循环、全栈贯通的智能系统。其目标清晰明确：确立全栈智能主权，在 Token 经济的底层掌握主动权。

两种路径虽殊途，但战略底层相通：争夺 Token 的定义权与话语权。但对于大多数创始人而言，真正的胜负不在“造筌”，而在“用筌”。

• 英伟达模式启示我们：掌握稀缺资源即掌握定价权。
• 阿里模式启示我们：闭环效率即生存壁垒。

真正的胜者是能让用户“得鱼之后，仍然离不开其生态系统”的人。

四、Token 效率重构企业与人才的底层逻辑

Token 经济的冲击，不止于技术层面，更彻底颠覆了企业经营与人才评价的底层规则。这迫使商业社会完成一次“得鱼忘筌”的认知升级：从关注工具投入，转向关注价值产出。

1. 企业损益表（P&L）的结构性跃迁

未来企业的损益表，将发生根本性重构：

• 旧范式： 成本中心是“人头”（Headcount）。
• 新范式： 成本中心是“推理预算”（Inference Budget）。

关键指标不再是员工数量，而是 Token 利润率（Token Margin）= 商业价值 / Token 消耗。

这不是财务科目的简单替换，而是一场本质跃迁：从管理人力，转向管理智能。 盈利能力不再取决于你雇佣了多少人，而取决于你单位 Token 消耗所创造的价值。

2. 人才评价：从“执行者”到“操盘手”

Token 经济改写了人才的价值标尺。

传统职场问的是：“你能做什么？”——关注个人这个“工具”本身的产能。

AI 时代问的是：“你能用 AI 高效完成什么？”——关注“人+AI”系统的杠杆率。

《荀子》云：“君子生非异也，善假于物也。”这与庄子“得鱼忘筌”的智慧一脉相承——真正的强者，不执着于自身能力的边界，而善于借力于外物。

在 AI 时代，优秀人才不再是单打独斗的执行者，而是精通调度 AI 资源、优化 Token 消耗的操盘手。他们的价值，不在于自己做了多少，而在于调动了多少智能、创造了多少成果。

反之，缺乏 Token 效率意识、盲目调用 AI 资源的员工，将成为企业的效率损耗点。

五、价值链卡位——创始人的战略拷问

词元 (Token) 经济的崛起，标志着智能的工业化。在这个新栈中，价值创造分布在四个不同的层级：

1. 生产层（Production）：算力、芯片与“AI 工厂”基建。
2. 分发层（Distribution）：云平台与高可用 API。
3. 应用层（Application）： AI 原生产品与自主智能体(Agents)。
4. 优化层（Optimization）：压缩、编排与效率“精炼厂”。

未来的赢家未必主导所有四层，但他们必须控制其中的关键瓶颈（Critical Bottleneck）。

• 若你在生产层，你的壁垒是算力规模与能源成本。
• 若你在应用层，你的壁垒是场景深度与数据闭环。
• 若你在优化层，你的壁垒是算法效率与推理成本。

每一位创始人都该直面这场战略拷问：你在词元经济的价值链中，占据了哪一个不可替代的核心位置？当行业都在忙着升级“筌”（模型/算力）时，你是否清楚自己要捕的“鱼”（商业价值）在哪里？

Forget the Model. Your Real Advantage Is Intelligence per Token.

AI is no longer measured by the model, but by the Token.

Two landmark moves have quietly re-indexed the global AI landscape:

1. NVIDIA officially reframed the data centre as a “Token Production Factory.”
2. Alibaba launched the Alibaba Token Hub (ATH), making token throughput a core corporate pillar.

Together, they signal something much bigger: We are entering a Token Economy.

1. The Token: The Marginal Cost of Thought

A token is often described as the smallest unit an AI processes. For a strategist, that definition is noise.

A token is the atomic unit of cost in digital reasoning.

Every time an agentic system reads, decides, or acts, it is “burning” tokens—and therefore consuming your margin. This reframes AI from a technical capability to an economic system.

Every token carries a Strategic Trilemma:

• Compute: The silicon cycles required to generate it.
• Energy: The literal wattage consumed by the AI Factory.
• Latency: The time tax imposed on the end-user experience.

The frontier has moved: From Model Scale → To Intelligence Density.

The new objective is uncompromising: Maximize high-order reasoning per token.

2. The Global Infrastructure: Two Visions of the Factory

The race for the Token Economy has bifurcated into two strategic archetypes: The Utility and The Sovereign.

NVIDIA: The Vertical Utility

NVIDIA has outgrown the “chipmaker” label. It is now the Foundry of Intelligence. By securing a 500-megawatt “AI Factories” partnership with Saudi Arabia’s HUMAIN, NVIDIA is moving upstream to control the raw materials of reasoning: Compute, Energy, and Scale.

The Goal is to become the foundational utility layer. NVIDIA doesn’t just enable models; it powers the continuous, global production of digital thought.

Alibaba Token Hub (ATH): The Full-Stack Sovereign

If NVIDIA is building the grid, Alibaba is building the Closed-Loop Economy. Led directly by CEO Eddie Wu, ATH represents a decisive move toward Full-Stack Sovereignty. Alibaba has integrated the entire Token lifecycle into a single operating model:

• Create: Foundational intelligence (Tongyi Lab)
• Deliver: Cloud-scale distribution (AliCloud/Bailian)
• Apply: AI-native ecosystems (B2C – Qwen/B2B – Wukong)

Alibaba is building infrastructure for a market where JPMorgan forecasts Token Consumption in China could grow at 330% CAGR through 2030. Alibaba is positioning itself to own the entire value chain of a digital superpower.

3. The New KPI: Token Efficiency

In the Token economy, the new lead indicator of enterprise health is Intelligence per Token.

More tokens do not equal better results; they equal higher costs and slower cycles. Competitive advantage now belongs to the High-Efficiency Architect —extracting maximum reasoning from minimum inference.

• For the C-Suite: P&L statements will transition from “Headcount” to “Inference Budgets.” Profitability will no longer be determined by how many people you employ, but by your Token Margin—the value created vs. the tokens consumed.
• For Talent: The fundamental career question has changed. It is no longer: “What can you do?” It is: “How effectively can you deploy AI?”

4. The Strategic Mandate

The Token Economy represents the formal industrialization of intelligence. In this new stack, value creation is distributed across four distinct layers:

1. Production: The “Factory” layer (Compute, Silicon, Energy).
2. Distribution: The “Grid” layer (Cloud platforms and high-availability APIs).
3. Application: The “Agentic” layer (AI-native products and autonomous systems).
4. Optimization: The “Refinery” layer (Compression, orchestration, and inference efficiency).

The winners will not necessarily dominate all four layers, but they will control a critical bottleneck within one of them.

The question for founders and investors is simple: What is your stake in the Token Economy? Because in the next decade, competitive advantage will not come from simply “having AI”, but from how efficiently you produce and deploy it.

About Mans International: A global strategic firm specializing in the intersection of AI, China Strategy, and Digital Transformation. We advise the architects of the new economy.

The Strategic Takeaway for Founders

The next decade of AI value requires more than data — it requires cultural fluency, local intelligence, and structured access.

For years, the global AI conversation focused almost entirely on model capability: larger datasets, larger clusters, and stronger reasoning systems.

But a new reality is emerging.

The global AI landscape is now evolving along two distinct but complementary tracks:

Track 1 — Frontier Intelligence
 

Led primarily by companies such as OpenAI and Google DeepMind, this track focuses on advancing reasoning, multimodal systems, and general intelligence.

Track 2 — Physical Deployment
 

China’s ecosystem is rapidly becoming the world’s largest laboratory for industrializing embodied AI, turning intelligent systems into machines that operate at scale.

For founders, success in this new landscape no longer comes from choosing one track.

The most competitive companies of the next decade will treat them as two layers of the same global AI stack.

Frontier intelligence may emerge from research labs.

But the cost curve of intelligent machines — and the data generated by their real-world operation — will increasingly be shaped by deployment ecosystems.

Case Study: The Industrialization of Intelligence

A clear example of this deployment-driven ecosystem is AgiBot (智元机器人), a Shanghai-based robotics company led by former Huawei engineer Peng Zhihui.

Instead of focusing on demonstration prototypes, AgiBot has concentrated on industrial deployment at scale.

1. Market Leadership

According to the latest industry analysis by Omdia, global humanoid robot shipments reached approximately 13,000 units in 2025.

AgiBot emerged as the largest supplier:

• 5,168 units shipped in 2025
• 39% global market share

In practical terms: Nearly two out of every five humanoid robots shipped globally last year came from AgiBot.

This is not laboratory experimentation.

It is an industrial-scale deployment.

2. The Price Revolution

AgiBot’s Lingxi X2 Youth Edition humanoid robot is currently priced at approximately 98,000 yuan (~$13,500 USD).

By pushing the cost of humanoid robotics below the $15,000 threshold, AgiBot has transformed embodied AI from a research novelty into a commercially deployable asset.

In other words, the “body” of AI is becoming affordable infrastructure.

3. Business Model Innovation: Robot-as-a-Service

AgiBot has also introduced a new platform called Qingtian Rental (擎天租), effectively creating a Robot-as-a-Service (RaaS) model.

Early adoption metrics are striking:

• 200,000+ registered users within three weeks
• 200+ daily rental orders

The strategic implication is significant. By lowering access barriers through leasing, AgiBot is aggregating massive volumes of real-world operational data — data that is extremely difficult to replicate in laboratory environments.

Over time, this data becomes a powerful moat for improving robot intelligence and reliability.

Why the Ecosystems Are Diverging

China’s rapid progress in AI deployment is not accidental. It emerges from three structural conditions that shape how innovation occurs within its ecosystem.

1. Scarcity-Driven Engineering

Silicon Valley’s AI boom has been fueled by abundance:

• massive venture capital
• large GPU clusters
• deep research institutions

China’s ecosystem evolved under tighter constraints.

Export controls and intense domestic competition forced engineers to optimize aggressively.

Instead of brute-force scaling, many Chinese teams focus on:

• hardware–software integration
• compute-efficient training
• system-level optimization

In a world where inference costs are rising, this culture of extreme efficiency may become a decisive advantage.

2. Infrastructure as a Shared Platform

In many Western ecosystems, AI infrastructure is primarily a private asset.

In China’s major technology hubs — such as Shanghai and Shenzhen — AI computing centers often function as shared productivity platforms.

Startups can plug into regional:

• datasets
• testing environments
• computing resources

This dramatically lowers the cost of experimentation and accelerates deployment across industries.

3. Long-Horizon Capital

China has also mobilized large pools of patient capital to support strategic technologies.

Government-backed funds frequently operate on 10–15-year investment horizons.

This allows deep-tech founders to pursue industrialization strategies — such as humanoid robotics — that are difficult to sustain in shorter venture cycles.

The Mans International Strategic Perspective

The emerging Dual-Track AI world does not require founders to choose a side.

It requires architectural fluency across both systems.

The most successful companies of the next decade will combine:

• Frontier intelligence from advanced research ecosystems
• Industrial deployment through manufacturing and infrastructure networks
• Operational data generated by real-world intelligent systems

Because in the next phase of AI competition:

Your model can be replicated in months.
 Your supply chain cannot.
 Your policy access cannot.
 Your real-world deployment data cannot.

Those are the moats that matter.

At Mans International, we work with founders, investors, and technology leaders navigating the intersection of Chinese technology, culture, and global markets. With a deep understanding of the AI deployment ecosystem, policy implications, and industry support, we help leaders bridge the gap between “frontier intelligence” and “physical deployment.” This is no longer an option—it is the ultimate strategic advantage.

A Final Question for Founders:

“Your model can be replicated in months. Your supply chain cannot. Your policy access cannot. Your data moat cannot. Which of these are you actually building?”

In the dual-track reality, the advantage goes to those who can see the whole map.

Book your Strategic Advisory at info@mansinternational.net

年味渐淡，春意已浓。

愿你我心性敬尔威仪，无不柔嘉，于尘世中修得温厚从容；志向鸢飞戾天，鱼跃于渊，既有凌云之志，亦有自在之心。

这份对“柔厚”与“凌云”的期许，恰是商业世界穿越周期的密码。

春晚虽已落幕，但文化与科技共生的大幕才刚刚拉开。长久以来，不少人将央视春晚定义为“全民娱乐晚会”。但站在全球商业与科技的视角，我们必须为春晚正名：它不仅是观察中国消费趋势与科技落地节奏的顶级窗口，更是科技企业完成“国民级战略叙事”的最具穿透力的核心舞台。

对于科技创始人和投资人而言，今年春晚释放的两个信号，不仅是赛道风向，更是定义 2026 年胜出者的“叙事卡位”黄金法则。

一、具身智能，从“技术验证”迈向“国民认知卡位”

今年春晚最具象征意义的瞬间，非宇树机器人的武术表演莫属。当“功夫”这一传统文化符号与“具身智能”这一前沿科技相遇，观众的第一反应竟是质疑“是否为 AI 合成”——这种“真假难辨”，恰恰是对技术成熟度最高的褒奖。

这背后，不仅是算法协同、电机控制与系统集成的实质性突破，更是“文化 + 科技”融合的一次完美演练。春晚后的市场数据迅速印证了国民注意力的价值：京东商城机器人品类搜索量在开播两小时内环比暴涨 300%，订单量激增 150%。流量瞬间转化为销量，证明了技术叙事一旦击穿文化认知，商业爆发力将是指数级的。

更值得深思的是，除宇树外，追觅、魔法原子、银河通用等企业，纷纷战略性投入 6000 万至 1 亿元参与春晚合作。这笔资金足以支撑一家初创公司运营 1–2 年，他们究竟图什么？

答案是：战略叙事的“头部定调权”。

在技术同质化的前夜，谁能登上春晚，谁就完成了“行业标杆”的国民认证。舆论关注、政府采购、资本背书将顺势而来。这并非简单的“烧钱营销”，而是科技企业从“技术圈”走向“产业圈”，乃至进入“国家战略叙事圈”的关键一跃。

二、情绪价值，不确定经济中的“文化硬通货”

128 元的春晚限定盲盒，首发 12 万套几分钟售罄，热门款式二手溢价突破 300%——数据背后，是春晚 IP 作为“情绪价值放大器”的超级威力。

在经济波动周期，用户的消费决策明显向“即时快乐”倾斜。但作为创始人，我们看到的远不止“小确幸”的胜利——这更是 “非功利性文化消费”的崛起：用户对“沉重的大件消费”愈发谨慎，却愿意为那些看似无用、却能带来确定性愉悦与文化认同的体验慷慨解囊。

这种“轻决策、重情绪”的心理，正在重塑 ToC 硬件的产品逻辑。无论你的产品是机器人、智能穿戴，还是家居设备，能否在功能之外提供情感陪伴、文化仪式感或社交货币，已成为用户是否“愿意点下购买键”的底层代码。

对科技创业者的终极启示在于：再硬核的技术，若无法切中这种文化情绪需求，便难以穿越周期。未来的爆款，一定是“技术骨架 × 文化血肉”的共生体。 到 2026 年，单纯的功能竞争将失效，唯有能提供情绪价值的科技产品，才能拥有定价权。

三、终极启示：所有生意，都值得用「文化 + 科技」重做一遍

2026年是丙午马年，“马”象征速度、更寓意奔腾不息的进取精神。对科技从业者而言，春晚的启示远不止于赛道选择，更在于战略叙事能力的构建。

在 AI 时代，技术同质化日益加剧，”能讲清技术价值、能绑定国民认知、能切中时代情绪”的故事力，正成为企业最稀缺的护城河。未来的竞争，不再是单一维度的技术比拼，而是”技术骨架”与”文化血肉”的融合度之争。

而这一”技术 × 情感 × 叙事”的中国创新范式，不仅适用于本土市场，也为全球科技产品如何嵌入本地文化仪式、实现人心共鸣，提供了可复制的东方样本：

最硬的科技，终将服务于最柔软的人心。

愿各位在马年：既有硬核技术在手，亦有顶级叙事在胸。乘春晚之势，驭产业之风，跑出属于自己的加速度。

To my fellow tech founders and investment partners: Wishing you a prosperous Year of the Horse!

In Chinese culture, the Horse symbolizes speed and momentum. But for those of us in the “Fire Horse” year of 2026, it’s not just about running fast — it’s about direction.

Many dismiss the CCTV Spring Festival Gala as mere entertainment. They’re missing the signal for the noise. For tech leaders, the Gala is the ultimate “National Strategic Narrative” stage — comparable to the Super Bowl for consumer brands or Apple’s WWDC for platform legitimacy.

Two signals from the 2026 Gala matter deeply for founders.

1. Physical AI: From “Tech Validation” to “National Recognition.”

The undisputed star of the show was the Unitree Robotics martial arts performance. When we saw humanoid robots executing “Drunken Master” sets and backflips with near-human fluidity, we weren’t just watching a demo.

We were witnessing the “National Certification” of Embodied Intelligence.

• The Data: Within two hours of the broadcast, robotics searches on JD.com surged 300%, with orders for popular models jumping 150%.
• The Investment: Companies like Unitree, MagicLab, and Galbot invested an estimated $10M–$15M to appear on the Gala stage.

This isn’t “burning cash.” It’s Agenda-Setting. Once a company appears on the Gala, it exits the tech circle and enters the national strategic narrative, where media attention compounds, government procurement becomes accessible, and capital confidence accelerates.

2. Emotional “Hard Currency” in an Uncertain Economy

The 128-yuan ($18 USD) “Four Horses” limited-edition blind boxes sold 120,000 units within minutes. On the secondary market? A 300% premium.

In 2026, consumer psychology has shifted. While “big-ticket” utility purchases are under pressure, “non-utilitarian consumption” is thriving. Users are hungry for:

• Instant happiness
• Social currency
• Emotional companionship

The takeaway for founders: No matter how “hardcore” your technology is, if it doesn’t tap into a human emotion, it will struggle to survive the cycle. The blockbusters of the future will be a symbiosis of Technology × Emotion.

The Ultimate Moat: Narrative Capability

As AI rapidly commoditizes the how, your only durable advantage becomes the why.

In 2026, the scarcest capability isn’t better algorithms — it’s the ability to translate technical power into shared belief, and to anchor that belief in the cultural moment your users already live in.

This is where most great technologies stall. They work — but they don’t mean anything.

The companies that break through are mastering a new formula emerging from China:

Technology × Emotion × Narrative.

This isn’t a local phenomenon. It’s a replicable global model for how tech companies move beyond feature competition and embed themselves into culture — not just markets.

Ultimately, the ‘hardest’ tech must serve the most ‘human’ needs.

Ride the momentum of this Horse Year. Build not only faster technology, but stronger narratives that scale trust, belief, and demand. If you don’t yet know how to do this, let’s figure it out together.

AI can replicate your product, your code, and your pricing model. But it can’t replicate your Why.

Last week, we gathered for the Mans International February session to tackle the “AI Paradox.” We explored why storytelling isn’t a soft skill — it’s the only defensible moat left for tech founders. Here is the recap of our deep dive into the Strategic Storytelling Matrix.

“Why should anyone believe in this?”

In an attention-scarce world, feature lists are noise. Features explain function; stories ignite belief. The breakthrough lies in Strategic Narrative Architecture — the deliberate alignment of technology with human aspiration.

This isn’t a “soft skill.” It is your sharpest competitive weapon.

Three Strategic Frameworks Every Founder Must Master

Framework 1: From Industry Player to Meaning Architect

Pantone didn’t win by cataloging colours. They won by owning the narrative of colour. They transformed a technical spec into a universal language.

The Founder’s Pivot: Stop describing what you build. Start shaping how the world interprets your category.

• Engineer Cultural Rhythm: The “Colour of the Year” isn’t a press release; it’s a nine-month cultural cadence.
• Decode the Emotional Climate: “Mocha Mousse” (2025) isn’t a shade — it’s a diagnosis of a collective longing for balance.
• Embed via Ecosystems: By partnering with companies like Microsoft and Huawei, Pantone makes colour a strategic infrastructure rather than a decoration.

The Insight: When your storytelling becomes the lens through which others interpret reality, you command influence far beyond functionality.

Framework 2: Shift the Battlefield — from Features to Values

In crowded markets, competing on specs is a surrender. Left Field (the dating app) refused the algorithm arms race and built a defensible moat through shared values.

• Reframe the Core Question: Shift from “How do we optimize matches?” to “How do we rebuild a trustworthy connection?”
• Cultivate Identity, Not Interaction: Through rituals (hiking circles, book clubs), the product facilitates who the user becomes. Retention becomes identity.
• Magnetize Mission-Aligned Capital: Investors fund conviction. Left Field didn’t just show metrics; they articulated a generational truth.

The Insight: When using your product becomes an act of self-definition, you’ve built a movement, not just a marketplace.

Framework 3: Where AI Meets Human Truth

Petco Love Lost: Giving AI a Human Heartbeat

Technology without empathy is just noise. Petco Love Lost shows AI’s highest purpose: acting as a vessel for human devotion. With 170,000+ reunions, they prove that data can heal.

• Complexity → Intimacy: AI analyzes 512 pet characteristics. The technical depth exists solely to keep a promise: “We see you.”
• Platform → Purpose: A tapestry across 3,100+ shelters, neighbours and cameras united under one covenant.
• Metrics → Meaning: “170,000” isn’t a KPI. It’s 170,000 restored hearts.

The Insight: AI does not replace humanity; it amplifies it. When your AI serves the deepest human truths — loss, hope, belonging — it becomes unforgettable.

From Narrative to Leverage

Feeling the gap between what you’ve built and how it’s felt? 

❌ Your pitch is clear — but not compelling.

❌ Your product works — but isn’t felt.

❌ AI accelerates execution — but your human truth remains unheard.

This is not a creativity problem. It’s a strategic storytelling gap.

Claim Your Strategic Storytelling Audit

We begin with a 90-Minute Storytelling Capability Audit, designed to:

1. Identify the three breakpoints weakening your narrative
2. Isolate the emotional anchor that truly moves your market
3. Architect a three-layer system: product narrative × brand mythos × growth strategy

This is not storytelling added on. This is storytelling embedded into your operating system.

Your technology changes markets. Your story changes minds.

Claim your strategic storytelling audit now.

一、当AI能写代码、做PPT，创始人的真正护城河是什么？

AI可以复制你的产品、代码和定价模型，却无法复制你的初心与使命。

上周，我们齐聚 Mans International 二月专场，深入探讨了“AI 悖论”：在技术极易被模仿的时代，讲故事不再是软技能——而是科技创始人唯一可防御的护城河。以下是本次关于「战略叙事矩阵」深度研讨的精华回顾。

“为什么要相信你？”——这是每一位技术创始人都需直面的灵魂拷问。在注意力稀缺的当下，功能清单只是噪音：功能说明“是什么”，而故事才能点燃信任。真正的突破，在于搭建战略叙事体系——将技术与人类深层渴望精准对齐。

这绝非所谓的“软技能”，而是你最锋利的竞争武器。

二、构建故事力的三大战略框架

框架一：定义范式——从行业标准制定者到文化符号创造者

案例深度解构：潘通的色彩影响力

色彩解决方案公司潘通的真正智慧，不在于发布了多少种颜色，而在于它将色彩这一通用语言，成功私有化为自己的叙事体系。

策略拆解：

• 创造仪式感：年度色的发布不是产品更新，而是一场持续9个月的行业预言
• 连接时代情绪：2025年的“摩卡慕斯”不只是颜色，更是对后疫情时代“舒适感”、“平衡感”的精准捕捉
• 构建意义网络：与微软、华为等巨头的合作，让颜色成为品牌战略的组成部分

潘通将自己的解决方案，升维为行业的解释框架。当你能定义他人用于表达的工具时，你就掌握了无形的话语权。

框架二：重构战场——从功能竞争到意义竞争

案例深度解构：Left Field 约会APP —— 在红海中开辟蓝海

在拥挤的社交应用市场，Left Field 没有陷入“更好算法”的军备竞赛，而是进行了一次精准的叙事跃迁。

策略拆解：

1. 重新定义问题：从“如何更高效匹配”转向“如何重建深度联结”
2. 塑造文化身份：产品不再只是工具，而是“基于真实兴趣的社区重建运动”
3. 吸引信念投资：精准击中了当代人“孤独、渴望真诚联结”的情绪，让投资人看到了其差异化的市场潜力

当功能陷入内卷，Left Field 将竞争维度拉升至价值观层面。最有力的产品定位，是让用户通过使用你，完成自我身份的构建。

框架三：技术人性化——让AI拥有温度的故事艺术

案例深度解构：Petco Love Lost 用AI找回17万只走失宠物的“回家故事”

技术上，它用AI识别512种宠物特征，整合3100家收容所、门铃摄像头、邻里社交平台的数据。但打动人的，是像Cora这样的故事：

她搬家那天丢了猫，贴传单无果，直到上传照片到平台，两天后在收容所重逢。猫咪蹭她那一刻，她哭了。

这个故事之所以有效，是因为它回答了用户最深的恐惧：“我的爱会被世界忽略吗？”而Petco的回答是：“不会，我们看见你了，也看见你的毛孩子。”

策略拆解：

1. 从痛点中提炼共情原点：不止于“找宠物”，而是“修复破碎的情感联结”
2. 技术细节的故事化包装：将512种特征识别的复杂性，转化为“像老朋友一样认识你的毛孩子”
3. 构建生态叙事：平台不是单一工具，而是连接收容所、志愿者、社区的“团圆网络”
4. 数据成就的情感升华：“17万次团圆”不是冷冰冰的KPI，而是17万个家庭重获完整的故事

最先进的技术，需要最朴素的情感入口。Petco Love Lost 用技术解决情感问题，再将解决方案通过一个一个温暖的故事扩大影响力，反哺整个生态。

三、从故事到战略：可执行的构建路径

如果你正在：

• 为融资路演找不到打动人的表达；
• 明明产品好，却难以引发用户共鸣；
• 困惑于如何在AI浪潮中凸显“人”的价值……

那么，是时候系统构建你的故事力了。

故事力不是天赋，而是可通过方法论构建的战略能力。

我们已帮助多家科技初创公司重构叙事框架，实现估值跃升与品牌破圈。技术决定你能走多快，故事决定你能走多远。

现在行动，预约专属您的「叙事竞争力」深度诊断，帮助您：

1. 识别当前叙事中的三大断裂点
2. 找到您技术中最具共鸣潜力的情感内核
3. 制定差异化的三层叙事策略

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引言：健康，是未来科技最深刻的文明对话

每年开年的 CES 国际消费电子展向来是洞察人类健康未来的核心棱镜。当全球顶尖科技于此交汇碰撞，我们看见的不仅是传感器与算法的持续迭代与进阶，更是东西方文明基因在健康命题下的深层共鸣与对话 —— 科技为健康构筑起坚实的防护屏障，古典智慧则为身心校准内在节奏与前行航向，二者相辅相成，方能破解当代人群的健康困境。

一、CES 2026 健康类产品趋势：从“数据监测”到“身心闭环干预”

过去五年，CES健康类产品的演进路径清晰可见：

• 2021年：聚焦单一生物指标（如心率、血氧）；
• 2023年：开始整合行为数据，提供初步干预建议；
• 2026年：全面进入“多模态融合 + 主动干预 + 慢病风险预防”新阶段。

今年最突出的趋势，是“失眠-抑郁共病”成为健康科技的核心赛道。这并非偶然——全球高压人群的心理健康危机，正催生一场非药物干预的技术革命。以下两款CES首发产品，正是典型代表。

（一）零重力心理舱：航天科技赋能身心舒缓

法国Reconcept公司推出的集成式健康系统，采用了最初为宇航员开发的零重力体态技术。该技术将体重均匀分布至全身，显著减轻局部压力与肌肉紧张，配合头盔提供的多频音乐与振动疗法，旨在系统性改善睡眠、舒缓压力。其已通过法国军队场景验证，正迈向高端民用及企业健康管理市场。

（二）非侵入式神经调控眼镜：AI驱动的无创认知干预

这款形似普通眼镜的AI可穿戴设备，采用40Hz伽马频段光刺激技术，旨在提升记忆、专注力与情绪调节能力。其原理基于麻省理工学院（MIT）及美国国立卫生研究院（NIH）多项研究——伽马振荡可能促进脑内β淀粉样蛋白清除并改善脑血流。需强调的是，该产品目前定位为“认知支持工具”，尚处临床验证阶段，并非医疗设备，但代表了消费级神经科技的重要突破。

值得注意的是，此次CES展示的健康类产品都在指向同一个方向：用科技构建“预防-干预-恢复”的健康闭环。

二、创业者的隐痛：成功背后的健康“三角风暴”

在“高压闭环”的侵袭下，创业者群体成为高危重灾区。长期昼夜颠倒、决策高压、电子屏幕过度暴露，让这一群体深陷“抑郁-失眠-视疲劳”的三角风暴，即便手握世俗意义上的成功，也难以逃脱身心耗竭的困境。

华为创始人任正非曾公开提及自身严重抑郁症经历，坦言“常常在梦中哭醒”；搜狐创始人张朝阳也曾受抑郁症困扰，一度淡出公众视野调整状态。

而TOMS鞋创始人布莱克·麦考斯基的经历更具警示意义——2006年，他以“买一捐一”的使命驱动模式创立TOMS，累计为70多个国家的数百万儿童捐赠鞋子，重塑了使命型企业的商业逻辑，2014年更是以6.25亿美元出售公司50%股份，达成世俗意义上的巅峰成就。但与此同时，他陷入了严重的抑郁、焦虑与长期失眠，他的困境揭示了一个残酷真相：使命驱动若缺乏身心承载力，终将难以为继。

即便AI技术已深度融入工作生活，创业者的健康困境仍未缓解。《华尔街日报》调研显示，部分AI初创企业创始人沉迷“无假期、无睡眠”的高强度工作状态，过度透支身心，导致心理压力与睡眠障碍发生率显著高于其他群体。

三、“知止”：AI时代创业者最稀缺的智慧

面对高压闭环与身心失衡，东方古典哲学提供了超越工具的元智慧——“知止”。对创业者而言，“止”绝非退缩，而是一种关键的战略性资源配置和系统复位能力。

“知止”的三层商业内涵：

1. 身体系统的周期性维护
   《道德经》：“名与身孰亲？身与货孰多？” ——名声与生命，哪个更亲近？财富与身体，哪个更珍贵？甚爱必大费，过度追逐，必致耗损。

2. 认知资源的主动管理
庄子言：“吾生也有涯，而知也无涯。”在信息爆炸的AI时代，比持续输入更重要的，是主动的认知断离与心智留白。这决定了决策质量与创新灵感的来源。

3. 商业节奏的战略校准
“一阴一阳之谓道”。纯粹的“加速”违背系统规律。将修复性暂停（阴）纳入增长计划（阳），是构建反脆弱性组织文化的起点。那些持续狂奔而不知止的团队，往往是系统性崩盘的前兆。

CES上的科技产品，是人类用工具延展能力的证明；而“知止”的智慧，则是防止能力反噬生命的护栏。真正的创新者，不是燃烧自己照亮赛道的人，而是让身心与自然节律、商业周期和谐共振的持续成长者。

创业之路常伴孤独与高压，但每一份压力与坚守都值得被看见。欢迎私信分享你的创业故事，让我们彼此陪伴，在逐梦路上兼顾远方与心安。

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What we see at CES 2026 is not merely the evolution of sensors, algorithms, or devices. We are witnessing a deeper dialogue between civilizations around one fundamental question: how humans sustain themselves under accelerating pressure.

I. CES 2026 Health Tech Trends:

From Data Tracking to Closed-Loop Intervention

Over the past five years, the evolution of health technology at CES has followed a clear trajectory:

• 2021: Single metrics such as heart rate and blood oxygen
• 2023: Behavioural data integration with basic recommendations
• 2026: Multi-modal fusion, proactive intervention, and chronic risk prevention

The most striking shift this year is the rise of insomnia–depression comorbidity as a core focus of health technology. This is no coincidence. High-pressure populations worldwide are experiencing a mental health crisis — and it is catalyzing a non-pharmaceutical intervention revolution.

Two CES-launched products illustrate this shift.

Zero-Gravity Mental Recovery Pods

Originally developed for astronauts, zero-gravity posture technology redistributes body weight evenly, significantly reducing muscular tension and physical stress. When integrated with a specialized helmet for immersive audio and cranial vibration therapy, these systems aim to improve sleep quality and emotional regulation. Already validated in French military settings, this technology is moving rapidly into premium consumer and enterprise wellness markets — signalling a future where recovery becomes infrastructure, not a luxury.

Non-Invasive Neurostimulation Glasses

These AI-powered wearable glasses apply 40Hz gamma-frequency light stimulation, inspired by neuroscience research exploring its potential role in supporting cognitive performance and neural regulation. Foundational studies from MIT and NIH-funded research suggest that gamma oscillations may enhance cerebral blood flow and activate brain mechanisms associated with beta-amyloid clearance — primarily demonstrated in preclinical models.

Positioned as cognitive support rather than a medical device, it represents a new wave of accessible, non-invasive consumer neurotechnology.

The unifying direction is clear: health technology is evolving toward a prevent–intervene–restore closed loop.

II. The Founder’s Blind Spot: Success Inside a Three-Way Health Storm

Founders are among the most exposed populations in this new reality.

Chronic sleep deprivation, decision overload, relentless screen exposure, and emotional isolation create a perfect storm of depression, insomnia, and visual fatigue. External success often masks internal collapse.

Perhaps most instructive is Blake Mycoskie, founder of TOMS Shoes. After building one of the most iconic mission-driven companies of the 2000s — donating millions of shoes worldwide and selling half the company for $625 million — he fell into profound depression, anxiety, and chronic insomnia.

His experience reveals a hard truth: a mission without the physiological and psychological capacity to sustain it is unsustainable.

Even as AI becomes embedded in daily workflows, founder health is not improving. A Wall Street Journal investigation found that AI startup founders exhibit significantly higher rates of sleep disorders and psychological stress due to extreme work patterns and the myth of infinite productivity.

III. “Knowing When to Stop”: The Rarest Strategic Wisdom in the AI Era

At this point, Eastern philosophy offers something technology alone cannot: meta-wisdom.

The concept of 知止 (knowing when to stop) is not about retreat. It is about strategic throttling — the ability to reset systems before they collapse.

This wisdom operates on three levels.

1. Periodic Maintenance of the Physical System

As the Dao De Jing asks:
 “Fame or life — which is more precious? Wealth or the body — which matters more?”
 Over-optimization inevitably leads to depletion.

2. Active Management of Cognitive Resources

Zhuangzi, the 4th-century BCE Chinese Daoist philosopher, warned:
 “Life is finite, but knowledge is infinite.”
 In an AI-driven information explosion, deliberate cognitive disengagement — not constant input — determines decision quality and creative insight.

3. Strategic Calibration of Business Rhythm

“One yin, one yang — this is the Dao.”

Pure acceleration violates system laws. Sustainable growth requires embedding restorative pauses (yin) into expansion and execution (yang). This balance is the foundation of anti-fragile organizations.

CES shows how tools can extend human capability — but knowing when to pause keeps those capabilities from turning against us.

The most sustainable innovators are not those who burn the brightest, but those who align body, mind, business cycles, and natural rhythms into long-term coherence.

The entrepreneurial journey can be lonely and high-pressure, and every ounce of stress and perseverance deserves to be seen. If this resonates, I invite you to share your entrepreneurial story with me via private message. Let’s accompany each other — balancing ambition with peace of mind — as we build what truly lasts.

一、你的生意，正在被“够用就好”杀死

如果你的核心收入来自 “交付内容”——无论是配乐、文案、设计还是短视频——那么2026年对你而言，不是技术升级，而是一场生存危机。

客户不再需要“精品”，只需要“够用”。过去，一首定制化的游戏背景音乐（BGM），从需求对接到成品交付可能需要数天时间，费用在数百元到数千元不等。而现在，甲方只需在Suno这类AI工具中输入提示词，几分钟内就能获得一首可用作demo或氛围背景的完整歌曲，而其经济成本极低。

这并非简单的效率竞赛，而是价值重心的迁移：当AI能以极低成本覆盖大量基础需求，“专业服务”的默认必要性正在消失。

二、音乐人给出的答案：跳出“生产”，升级“定义”

AI与音乐的融合，已催生出全新的行业现象。国内，AI翻唱版《大东北》全网走红，流传度甚至超过原版，倒逼原唱袁娅维等艺人“反向翻唱”AI改编旋律；海外，AI虚拟歌手 Breaking Rust 创作的《Walk My Walk》，登顶 Billboard 乡村数字单曲销售榜，歌词传递的“不屈灵魂”打动无数听众。

知名游戏音乐制作公司小旭音乐也经历了AI的冲击。降价突围行不通——甲方直接用AI零成本生成即可；拓展音乐视频业务也碰壁——AI同样能完成基础剪辑。

团队最终的破局点，在于跳出“单一内容输出”的思维：客户要的不是音乐或视频本身，而是特定场景的氛围体验。

基于此，公司转型为“线下场景氛围解决方案服务商”，覆盖游乐园主题活动、文旅项目展演、商场开业庆典等场景，整合AI生成内容（背景音乐、主题视频）与真人表演（乐队、舞蹈）、现场布置等环节，提供一站式氛围体验服务。

三、真正的危险，不是AI太强，而是你还在原地交付

许多决策者误以为“学会AI工具”就能破局。但工具只是杠杆，方向才是支点。

如果你仍在比拼“更快出图”“更便宜配音”或“更多模板”，本质上只是在为AI提供训练数据，而非构建竞争壁垒。真正的机会，属于那些用现成AI能力重构自身价值的人。

正如《易经》所言：“时乘六龙以御天”——真正的智者，不与天争力，而是顺势御之。

这一逻辑已被前沿实践验证：2025年年末，Meta以超20亿美元收购AI智能体公司Manus，创下国内AI团队最快被并购纪录。而Manus的成功，恰恰不在自研大模型，而在其“最佳体验整合者”的定位——通过多模型架构，灵活调用包括阿里通义千问（Qwen）在内的先进基座，构建出能理解意图、自主规划并执行复杂任务的智能体系统。

他们的护城河，从来不是算力，而是对用户痛点和场景的理解，以及将技术转化为价值的能力。

四、下一步：别独自摸索，先厘清你的“AI融合层”

在AI成为基础设施的今天，理清AI融合方案的关键，早已不止是找到“AI高效替代”与“人的不可替代”的平衡点，更要深入思考：你最不可替代的那一层，究竟是什么？

真正的升维，始于清醒认知：AI不会直接取代你，但会加速淘汰那些拒绝重新定义自身角色的人。与其对抗浪潮，不如驾驭它——打不过，就骑上去，然后带它去从未抵达的地方。

如果你仍在探索行业中的AI融合路径，尚未理清自己的高价值锚点，欢迎交流。我们一起梳理：在人机协同的新范式下，你该如何构建无法被自动化替代的护城河。

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