今天情绪非常低落,压力非常大,我不清楚我现在做什么,是从现在开始到将来都还有价值的。
— Jimmy Cheung (@remixdesigner) March 26, 2025
比如 GPT-4o 的图像能力,直接干翻了之前很多创业公司的产品,他们花了那么多时间、人力、投资人的钱去调优的算法、工作流、模型,直接被一次大模型的更新就取代了。
昨天还在看 SD 教程,今天发现白看了...

When Giants Make Their Move, Where Do Startups Go?
OpenAI's new GPT-4o image generation technology has made many AI startups lose their reason to continue. This reminds me of an insight I saw earlier on Threads from Heptabase CEO Alan:
However, looking at AI development trends, we can observe the following three phenomena:
1. AI model capabilities are still improving very rapidly, while costs continue to decrease, with no signs of stagnation in the short term.
2. Major companies' General AI autonomous agents are continuously getting stronger (e.g., Claude Computer Use and ChatGPT Operator).
3. The range of Vertical Data accessible to major companies' General AI will become increasingly broad (e.g., Model Context Protocol).
If these three points continue to hold true, then two of the three competitive advantages of Vertical AI (data operations and specialized knowledge) will likely diminish to negligible levels in the near future, and possibly faster than we imagine. If General AI eventually performs as well as Vertical AI in every Vertical Task, what reason would we have to spend money purchasing Vertical AI for each Vertical?
The release of this new image model technology perfectly validates this concept. When OpenAI's 4,500 employees are at the cutting edge of technology, desperately thinking about how to make General AI better, what methods do you have to compete head-on with them?
Original post:
在 Threads 查看
The Pressure of General AI: The Dilemma of Competing with Tech Giants

Looking back, I had several ideas that were simply built on basic General AI packaging, including: HTML Email Generator, Anime-style Image Creator, and Interview Practice Tool.
The Limitations of Simple Packaging: Easily Replaceable Products
Each can essentially be generated with a single prompt:
- "Create an HTML Email code for me"
- "Create an xxx style image for me"
- "Prepare an interview based on [CV.pdf] [JD.pdf], and act as a professional interviewer"
If we simply rely on such basic ideas to create products, we must be prepared to be crushed by General AI at any time. (Though I believe this is a way for modern junior developers to easily build a portfolio of projects.)
Strategies for Creating Real Value
If we want to create product value through Vertical AI, the most important thing is to find differentiation. The product you create should:
Overcome High Barriers
- Does it overcome difficult barriers? Such as regulations, payment integration, etc. (these typically scare away potential competitors)
Build Irreplaceable User Experiences
- Are the UI interface and user flow of significant value, allowing users to save time, create more benefits, and difficult to replace?
Develop Deep Domain Knowledge
- Does your target market have unique professional knowledge or domain expertise that is difficult for outsiders to acquire?
Case Study Analysis
Stripe: Overcoming Real Pain Points
Before Stripe launched, over 1,000 developers knew existing solutions were terrible but took no action
- Secured contracts with banks
- Required knowledge of intricate credit card payment structures and details
- These barriers scared everyone away
Ideas that require crossing seemingly difficult barriers are very likely to succeed. Boring ideas also have a higher success rate than interesting ones.
Valtec AI: The Unique Value of Expertise
Valtec AI leverages the founder's Air Force drone technology experience, integrating AI with various sensors to significantly improve the safety, efficiency, and sustainability of deep-sea fishing (I really like how minimalist their homepage is, lol)
Conclusion: The Path to Entrepreneurship in the AI Era
In an era where OpenAI, Google, and other tech giants are constantly pushing the boundaries of AI technology, entrepreneurs need to rethink our positioning and value. Successful entrepreneurship requires deep domain expertise, solving real pain points, and building moats that are difficult to cross.
Stripe's success isn't just because they had better payment technology, but because they solved complex problems that others were unwilling to tackle. Valtec AI's value comes not just from AI models, but from the founder's unique professional background and industry insights.
True innovation isn't about using the latest models, but finding unique ways to combine technology with deep domain understanding to create irreplaceable value. This path may be difficult, but it's the only way to truly establish yourself in the AI wave.
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