Shulou(Shulou.com)11/24 Report--

How will AIGC change the next generation of enterprise management software and enterprise-level collaborative operation of digital services?

Since the advent of ChatGPT set off a new round of global AI technology revolution, this problem has been an unavoidable super hot spot in the field of enterprise management software and collaborative digitization. At the 2023 Zhiyuan Interconnection Collaborative Management Forum and the 13th user Conference, recently held on the banks of Taihu Lake in Suzhou, Zhiyuan Interconnection, as a leader in the industry, gave its own solution to the problem, and officially released the AI-COP large model framework and the industry's first vertical large model of official documents, as well as a series of application products such as AI work assistants and AI workstations. It also clearly expounds the application idea and direction of AI technology in the field of collaborative operation.

Based on a series of new products published for the first time, such as the AI-COP model framework and document model, the outside world can clearly see that the future AIGC technology will form a comprehensive and in-depth AI of the original COP system at three levels:

First, AI at the product application level, such as collaborative work intelligent assistant, intelligent process assistant, document content generation, etc.

Second, AI at the basic platform level, such as the introduction of AI technology into a low-code platform to become an intelligent assistant for low-code building.

The third is the AI of management thought-this is based on the potential huge value leverage derived from the first two, and it may even generate unexpected creative productivity, such as man-machine collaboration, intelligent decision-making and so on.

AI-COP large model framework

From the above three layers of "AI", it is not difficult to see that if Zhiyuan interconnected AI-COP finally succeeds in the market, it will accelerate to change or even reconstruct the traditional mode of division of labor and cooperation and the mode of value creation and benefit distribution of enterprise-level collaborative digital services, and then have a profound impact on the underlying valuation logic of the capital market of the platform merchants in this subdivided track.

Refactoring the service model:

The platform focuses on infrastructure, handing power and creativity to partners

The first far-reaching change that AI-COP brings to the industry is that it will further profoundly change the mode of service and division of labor and cooperation among platforms, partners and users, and finally form a new situation of benign mutual drive among platform merchants, partners and end users, and accelerated iteration of platform capabilities.

One of the main differences between AI-COP 's "platform + ecology" model and the traditional standardized software product model lies in the division of labor between product development and customer delivery.

In the latter mode, software service providers have to do everything between 0-100, while in the former mode, platform vendors often only need to do a good job in the 0-1 part of the platform infrastructure, that is, the part of terminal "common" requirements; while the application and solution innovation between 1-100, that is, the part of "personality" requirements, can be done jointly by platform vendors, partners and even end-users.

In fact, the above logic is also true on the previous Zhiyuan interconnected COP platform architecture. The biggest difference brought about by AI-COP is that AI capabilities have been successfully built as a platform infrastructure for "common" requirements and are deeply involved in the work. Further profound changes will take place in the "tripartite division of labor" between 1 and 100: because of AI, the "personalized" productivity of industry partners and end users has been greatly liberated, and they may play a heavier role in the division of labor system of application and solution innovation. In this process, platform businessmen can also release more energy to do a good job of 0-1 platform infrastructure iteration-- thus forming a virtuous circle between platform businessmen and different ecological partner camps, which can greatly accelerate the speed of platform iteration and evolution of AI-COP.

This conference, Zhiyuan Interconnection released the new product AI workstation, also reflects the above framework logic. It is a 0-1 platform that helps enterprises and employees with different roles to use AI capabilities safely, conveniently and on demand, and enterprises can flexibly configure different AI experts according to different scenarios, and dock and invoke API applications within enterprises to meet personalized tasks and application needs.

Based on the above logic, it can be predicted that with the continuous exploration, replication and expansion of AIGC technology in the application and solution system of the AI-COP platform, the remote interconnection as a platform vendor can gradually release more energy to do a good job between 0-1 and pay more attention to the optimization and iteration of the underlying technology and digital base of the platform. The autonomy and value creation rights of application development and program innovation between 1-100 will be gradually and more given to partners and users, so that partners who know more about the industry can develop various industry solutions based on AI-COP and platform base and "AI + low code" capabilities, so that enterprise end-users with higher personalized needs are free to play and build specific applications, so as to achieve ecological integration and platform value fission in a real sense.

Of course, paying more attention to the platform innovation between 0-1 and giving users the autonomy and creativity of application and solution innovation does not mean that platform businessmen should gradually divest the mission between 1-100 and become "shopkeepers". On the contrary, Zhiyuan Interconnection will always be the "reliable trustee" of partners and customers during the whole process of 0-100, when partners and users have any needs. There will be timely "Online" and rapid "Inside" among them-- especially for those large central state-owned enterprises with their own independent platforms and their digital subsidiaries, their scenarios and needs are extremely complex. Zhi Yuan Interconnection not only provides a strong AI-COP platform base between 0-1, but also needs to be prepared for timely intervention between 1-100 and full-stack "Inside" enabling. To improve their solution development efficiency and delivery satisfaction.

In short, no matter how powerful the platform business is, it is impossible to understand every industry and every user. Any enterprise-level digital platform service provider must maximize the strength and wisdom of different industries, different regions, and different types of ecological partners in order to achieve the ultimate strength and wisdom of ecology. Obviously, the model iteration from COP to AI-COP will press the "acceleration key" for the benign and healthy growth of the ecosystem of the remote interconnected platform, which is a key step in the acceleration of its "platform + ecology" strategy.

Restructure the distribution of benefits:

Weak water three thousand needs to know how to share with partners, the platform only takes a ladle to drink

The change of the mode of division of labor and cooperation among the platform, partners and users will inevitably bring about the reconstruction of the value creation model and benefit distribution model of the platform ecology, which is the second important change that Zhi Yuan AI-COP may bring to the industry.

No matter from the individual level of Zhiyuan interconnection, or from the level of collaborative digital service industry, the change in the mode of collaborative division of labor in the process of platform services appears to be the redistribution of work, and the essence behind it is the redistribution of the value chain-- moreover, in the process of redistribution of this value chain, there are two points that need to be paid attention to by the outside world:

First, it is not a simple redistribution of stock value, but a redistribution of incremental value-the value between 1 and 100 created by partners and users is itself an increment of value generated outside the platform. And, interestingly, in the AI-COP ecosystem of Zhiyuan interconnection, even end-users who are often used as "cost departments" in the traditional sense are likely to become "income departments" and participate in the distribution of ecological values.

For example, Gandi Wisdom Science and Technology Co., Ltd., a subsidiary of Jiangxi Geological Construction Investment Group Co., Ltd., which attended the meeting in Taihu Lake, mentioned in the speech that its original role was to introduce AI-COP to promote the mathematical intelligence transformation and upgrading of the parent company itself. Results in the process of transformation, Gandi Wisdom packaged the results of internal digital transformation into solution products to provide services through the AI-COP platform of Zhi Yuan Interconnection, and generated more than 5 million yuan in revenue in just one year-- this is just a small microcosm of AI-COP ecological co-creation and value sharing.

Second, this value distribution model is very attractive in the industry, and ecological partners will take away most of the value created by the ecology of the AI-COP platform, but only a small part of it as a platform business-Zhi Yuan Interconnection breaks the inherent "platform-centric" benefit distribution model, benefits more ecological partners, and achieves a greater degree of value sharing of ecological partners.

Third-party estimates show that for every yuan of income generated by Zhiyuan Interconnection itself, the platform can generate about 3-4 yuan of income for ecological partners, and some enterprises with deeper roots in the vertical industry are generally able to share a higher proportion of income in the value chain. This is very different from the situation in which many consumers of the Internet and enterprise-level digital services often take away more than 50% or more of the ecological partners to create value.

As we all know, the key to the construction of enterprise service digital market ecology lies in "gathering people". The distribution model of scientific values and benefits is to a large extent one of the core factors that determine whether the ecology of an enterprise software and cloud service platform can grow healthily and sustainably. More sincere benefit and value distribution model can attract more high-quality contract partners from different backgrounds to participate in ecological co-creation, realizing the platform ecological "snowball" bigger and bigger-at least at this point, Zhiyuan interconnection is at the forefront of the industry.

Especially after the iteration from COP to AI-COP, with the continuous penetration of AIGC technology in the three aspects of products, platforms and management ideas, AI-COP ecological partners will have more room for value creation than the original in the future, which can not only benefit platform partners more widely and deeply, but also create unlimited possibilities for the co-construction of remote interconnection ecology.

Reconstruct the value model:

From the single drive of the platform company to the overall ecological scale drive.

Another potential and profound change caused by Zhiyuan connected AI-COP to the industry lies in the transfer of the value center of the capital market at the track level: in the future collaborative operation of the digital market, the single value weight as a platform individual will gradually decline, while the value weight of the overall ecology hidden behind the platform will gradually increase.

In the new era when the enterprise service digital market generally adopts the "platform + ecology" mode of operation, the competition between different digital service platforms in the future has gradually changed from the "one-on-one" between the original platform companies. it has become a systematic competition between the overall strength of the ecology. In other words, when future capital market investors interpret the value of digital intelligence service providers of various platform-level enterprises, they should not only look at the individual income and profit scale of the platform company, but also look at the overall scale competitiveness of the ecology hidden behind the platform-- because the latter often determines the future growth potential of the platform company and the stability and sustainability of the basic market-- after all. Small trees growing in fertile soil may have more vitality and explosive growth than big trees in sandy soil.

According to the above logic, the value derived from the remote interconnection of AI-COP ecology is significantly underestimated. Public data show that Zhi Yuan Interconnection's revenue last year was on the order of 1 billion yuan, but because of its sincere "decentralized" ecological value and benefit distribution system, the overall ecological scale hidden behind it may not be smaller than the overall ecological scale behind some enterprise-level digital service providers with annual revenue of 20-3 billion yuan.

An experienced industry personage once compared the ecological model of Zhiyuan interconnection to a "sea iceberg". This view holds that most of the strength of Zhiyuan interconnection AI-COP ecology is hidden below the sea surface-that is to say, on the whole, the overall ecological competitiveness of Zhiyuan interconnection AI-COP is actually much larger than the "tip of the iceberg" seen by the outside world, more sustainable, and has a broader commercial imagination.

In addition, under the background of the acceleration of the transformation of the "platform + ecology" model of the enterprise service digital market, another trend of logical change in the value of the capital market is that the value of the software product itself may decline and the value of the platform service may rise-- this problem can be simply understood as follows: 100 million yuan of platform service profit. The resulting capital market valuation may be higher than that brought by software product profits of 200 million yuan, because the former has higher technical, business, customer and ecological barriers, and investors are naturally willing to generously offer higher PE premium multiples.

In theory, after the promotion of the AI-COP strategy, it is estimated that the revenue share of Zhiyuan Interconnection platform services will become higher and higher in the future. Whether to continue to treat such companies as software companies, or as enterprise digital service platforms, or even as the base of enterprise digital infrastructure, is an issue that investors should look forward to but also need to think deeply and continue to pay attention to.

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