对话傅盛：“龙虾”是AI的iPhone时刻，但现在不是每个人都需要

北京商报03-16

与猎豹移动董事长兼CEO傅盛的对话从一场超时的分享开始。在猎豹移动北京总部近日举行的“EasyClaw三万‘龙虾’局”上，原定留给他的1小时分享时间，傅盛讲了两个半小时才停下来。台下坐着数百位用户，他现场演示了如何用EasyClaw养的“龙虾”控制猎户星空机器人，通过语音向“三万”发出动作和打招呼的指令后，机器人很快执行了指令。　　分享结束后，傅盛与北京商报记者继续深入交流。骨折静养一个月，他笑称...

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now","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPB":0.6,"AAPY":0.6,"AAPX":0.6,"AAPW":0.6,"CMCM":1.95,"AAPU":0.6,"MACW.SI":0.6,"AAPD":0.6,"APLY":0.6},"content_text":"与猎豹移动董事长兼CEO傅盛的对话从一场超时的分享开始。在猎豹移动北京总部近日举行的“EasyClaw三万‘龙虾’局”上，原定留给他的1小时分享时间，傅盛讲了两个半小时才停下来。台下坐着数百位用户，他现场演示了如何用EasyClaw养的“龙虾”控制猎户星空机器人，通过语音向“三万”发出动作和打招呼的指令后，机器人很快执行了指令。　　分享结束后，傅盛与北京商报记者继续深入交流。骨折静养一个月，他笑称自己“天天管‘龙虾’，不怎么管公司了”。这个被他取名为“三万”的AI助理，日均消耗100－200美元，最初每天帮他处理宣传画、PPT、公众号内容输出，后期则开始参与公司管理——写周报、拆任务、自动拉群，甚至直接回复部门负责人的问题。　　关于这波Agent（智能体）热潮，他给出了几个判断：变化是实实在在的，Token消耗正在取代日活月活成为新评价标准；Manus是中心化系统，而“龙虾”是去中心化的，跟着用户成长，更接近AGI（通用人工智能）工具。　　最重要的是，他认为“龙虾”的出现可以类比iPhone时刻。但现实问题也一样存在：现在Token贵、基础设施也没准备好，不是每个人都需要一只“龙虾”。不过长期来说，每个人都会有一个AI助理，产品形态从聊天框到Agent，易用性在一点点提升，门槛也在降低——“这个时代一定会到来”。　　Q：“龙虾”的热度和质疑声同时存在，这波浪潮给云厂商和AI企业带来了什么？　　A：变化是实实在在的，我们看OpenRouter公布的数据，智谱、MiniMax的调用量都大幅增长。数据的变化在春节之前就开始了，有新闻说，月之暗面近20天累计收入已经超过2025年全年总收入，不仅是国内“龙虾”热，硅谷也很热。我觉得，第一波影响是拉动模型对Token的消耗、云的用量，这是正向的作用，而且会持续。　　Q：目前来看，在工作层面使用“龙虾”的用户较多，那在企业层面，哪种公司会更快用起来？　　A：已经有不少企业在真正在用“龙虾”，它们能够体会到“龙虾”带来的生产力变化，但肯定不是全部。我认为这是一个大变革的时代，可能真正的好案例不是来自那些大公司，而是来自比较小的公司。小公司体验上会更强，这类公司一旦真正成长起来，就会形成一种新的企业形态。　　Q：每个人都需要一只“龙虾”吗？　　A：现在Token很贵，基础设施还没有做得特别好，包括安全性问题，现阶段可能大部分人不适合养。但长期来说，这个产品形态，我觉得每人肯定会有一只，就是每人有一个AI助理，AI产品从聊天框到Agent，易用性一点点提升，门槛也在降低。　　Q：“龙虾”对猎豹移动带来了哪些效率提升？　　A：有很多，比如说我的公众号涨了几万粉，这算不算经济效益？更不要说公司内部每条线的产出都更高效，我们也会调整组织结构，比如每个部门都有自己的“龙虾”，参与到工作决策中。我们公司本身是做App的，对新鲜事物很敏感。一年前，我就觉得本地版的Agent一定会有，我们的团队当时就开始做了，做着做着“龙虾”出来了，我们很快做了EasyClaw，希望大家使用猎豹移动的产品，这对猎豹移动来说一定是希望。　　Q：刚才您演示了机器人接入“龙虾”后的表现，这个组合未来会有怎样的想象空间？　　A：最大的变化是“技术平权”。以前造机器人和用机器人之间的代沟太大了，让餐厅服务员学会用都很难，更不要说定制任务、写代码开发了。现在自然语言驱动，你可以像对人一样交代任务，直接对话就能部署。猎户星空的机器人之前只能做接待、讲解这些固定场景。结合Easyclaw后，智能化被极大放大，可以让它去店门口即兴宣传，根据现场情况调整话术。接下来我们会有进一步计划，关于当天收入、怎么打广告、找什么样的客户等这些决策人都能参与。“龙虾”让所有编程权力下放到业务人员手里，这才是真正的变革。　　Q：未来“养龙虾”的成本会出现怎样的变化？　　A：价格肯定会越来越便宜。现在价格主要卡在几个瓶颈，一个是电，另一个是芯片，这需要时间解决，其实软件结构也有优化的空间。为什么去年（2025年）DeepSeek出来一下那么火？它本质上是把架构的效率提升了。随着大家不断消耗Token，大家就会发现有些地方可能不需要那么复杂的结构，这样就可以降低价格。总体看，就是说从能源、芯片、算法上都可以降低价格。　　Q：Agent不是第一次火，一年前是Manus，现在是Agent框架“龙虾”，它们有什么本质区别？　　A：它们最大的不同是，Manus是中心化系统，它相当于给用户一台虚拟机，用完虚拟机就销毁了，只有Manus自己成长，用户才能使用更好的能力；“龙虾”是去中心化的，跟着用户成长，是你自己的东西，想用什么可以自己下载skill，它逐渐理解你的习惯，越用越懂你，不需要等待官方升级。OpenClaw 是最接近 AGI工具的东西。　　Q：产品形态在变化，那么在AI时代，评价一家公司的标准是什么？　　A：Token消耗已经成为新标准。这不是我说的，是Manus去年（2025年）初说的。日活月活已经不重要了，重要的是消耗多少Token。如果不消耗Token，用户量再大也没用。所以我们去年底开始就把Token消耗设成自己的评价标准。时代已经变了。　　Q：您觉得“龙虾”的出现，相当于AI时代安卓时刻的开启吗？　　A：我觉得这比安卓时刻还要伟大，应该是iPhone时刻的开启，甚至比iPhone时刻还要重要。本质上，大家其实忽略了一件事，就是用聊天工具跟AI交互这件事，对AI普及性起到的作用，这是不做交互的人很难理解的。我们都知道做图做视频是用哪些网站，但是今天用一句就能做出来，这种应用性的变革是很大的进化。（文章来源：北京商报）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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