In recent weeks, the tech world has been abuzz with AI “jobpocalypse” warnings. Microsoft AI chief Mustafa Suleyman warned that white-collar workers have a year to 18 months before they face widespread job displacement. Former presidential candidate Andrew Yang and JPMorgan Chase CEO Jamie Dimon concurred.
投资逻辑上，天际资本倾向于“非共识”机会。当行业焦点仍在大模型参数竞赛时，他们认为真正制约AI落地的瓶颈在安全、成本和工程化。Lemon AI团队不到10人，依靠“AI开发AI”的方式实现高频迭代，这种资本效率也符合他们对AI应用赛道的判断。
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Google, ChatGPT-maker OpenAI and Elon Musk's xAI which makes the AI chatbot Grok were also awarded contracts of up to $200m (£148m) each.