Sequoia Capital 在 2026: This is AGI 这篇文章中断言 AGI 就是把事情搞定(Figure things out)的能力。 如果说过去的 AI 是 Talkers 的时代,那么 2026 年则是 Doers 的元年。转变的核心载体正是 Long Horizon Agents(长程智能体)。这类 Agent 不再满足于对上下文的即时回复,而是具备了自主规划、长时间运...
Sequoia Capital 在 2026: This is AGI 这篇文章中断言 AGI 就是把事情搞定(Figure things out)的能力。 如果说过去的 AI 是 Talkers 的时代,那么 2026 年则是 Doers 的元年。转变的核心载体正是 Long Horizon Agents(长程智能体)。这类 Agent 不再满足于对上下文的即时回复,而是具备了自主规划、长时间运行以及目标导向的专家级特征。从 Coding 到 Excel 自动化,原本在特定垂直领域爆发的 Agent 能力,正在向所有复杂任务流扩散。 作为 LangChain 的创始人,Harrison Chase 一直处于这场变革的最前沿。本文编译了 Sequoia Capital Sonya Huang & Pat Grady 访谈 Harrison Chase 的最新播客。作为站在 Agent 基础设施最前沿的先行者,Harrison 揭示了为什么 Agent 正迎来其爆发的“第三个拐点”。 核心 Insight 提炼: • Long Horizon Agents 价值在于为复杂任务提供高质量初稿; • Agent 的突破需要围绕模型构建的、有主见的(Opinionated)软件外壳(Harness),文件系统权限将成为所有 Agent 的标配; • 通用 Agent 可能就是一个 Coding Agent; • Traces 成为新的 "Source of Truth"; • 相比于通用模型,一个经过长时间磨合、内化了特定任务模式与背景记忆的 Agent,将形成极高的 moat; • 理想的 Agent 交互是异步管理和同步协作的统一。 01. Long-Horizon Agents 的爆发 Sonya Huang: 你怎么看 Long Horizon Agents ?对于红杉最新的文章,哪些观点是你同意的,哪些你不同意? Harrison Chase: 我同意它们终于开始真正 work 了。让 LLM 在一个循环中运行并自主决策,这一直是 Agent 的核心理念。AutoGPT 就是这样,它之所以能激发人们的想象力,是因为 LLM 在循环中能自主决定下一步做什么。 问题在于,当时的模型不够好,周围的 Scaffolding 和 Harness 也不够好。 现在模型变强了,...
Investing.com -- Baidu Inc (NASDAQ:BIDU) shares rose 1% in Tuesday trading following reports that its primary artificial intelligence interface has reached a significant adoption milestone. The Beijing-based search giant’s Ernie Assistant has officially surpassed 200 million monthly active users, according to reporting from The Wall Street Journal, citing people familiar with the matter. The growt...
Investing.com -- Baidu Inc (NASDAQ:BIDU) shares rose 1% in Tuesday trading following reports that its primary artificial intelligence interface has reached a significant adoption milestone. The Beijing-based search giant’s Ernie Assistant has officially surpassed 200 million monthly active users, according to reporting from The Wall Street Journal, citing people familiar with the matter. The growth comes as the company deepens the integration of its Ernie model into its flagship search applicati
Alibaba Group Holding Limited (NYSE:BABA) is included in our list of the best stocks to buy right now. Alibaba Group Holding Limited (NYSE:BABA) enjoys strong investor confidence, with 85% of Wall Street analysts bullish on the stock as of January 12, 2026. The consensus price target of $196.99 implies a 31.50% upside. On January 5, […]
Alibaba Group Holding Limited (NYSE:BABA) is included in our list of the best stocks to buy right now. Alibaba Group Holding Limited (NYSE:BABA) enjoys strong investor confidence, with 85% of Wall Street analysts bullish on the stock as of January 12, 2026. The consensus price target of $196.99 implies a 31.50% upside. On January 5, […]
PDD Holdings recently began internal beta testing of its “Billion-Dollar Supermarket” grocery service within its app, using heavy subsidies and time-limited coupons to attract price-sensitive users and counter intense competition from JD.com, Alibaba, and Meituan. This move marks a push deeper into everyday essentials, potentially increasing user stickiness at a time when the broader China interne...
PDD Holdings recently began internal beta testing of its “Billion-Dollar Supermarket” grocery service within its app, using heavy subsidies and time-limited coupons to attract price-sensitive users and counter intense competition from JD.com, Alibaba, and Meituan. This move marks a push deeper into everyday essentials, potentially increasing user stickiness at a time when the broader China internet sector faces rising regulatory scrutiny and shifting trade conditions. Now we'll examine how...