【专题研究】Can AI mod是当前备受关注的重要议题。本报告综合多方权威数据，深入剖析行业现状与未来走向。
Agents can do exactly the same thing. And the token economics are dramatically different.
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在这一背景下，One thing that allowed software to evolve much faster than most other human fields is the fact the discipline is less anchored to patents and protections (and this, in turn, is likely as it is because of a sharing culture around the software). If the copyright law were more stringent, we could likely not have what we have today. Is the protection of single individuals' interests and companies more important than the general evolution of human culture? I don’t think so, and, besides, the copyright law is a common playfield: the rules are the same for all. Moreover, it is not a stretch to say that despite a more relaxed approach, software remains one of the fields where it is simpler to make money; it does not look like the business side was impacted by the ability to reimplement things. Probably, the contrary is true: think of how many businesses were made possible by an open source software stack (not that OSS is mostly made of copies, but it definitely inherited many ideas about past systems). I believe, even with AI, those fundamental tensions remain all valid. Reimplementations are cheap to make, but this is the new playfield for all of us, and just reimplementing things in an automated fashion, without putting something novel inside, in terms of ideas, engineering, functionalities, will have modest value in the long run. What will matter is the exact way you create something: Is it well designed, interesting to use, supported, somewhat novel, fast, documented and useful? Moreover, this time the inbalance of force is in the right direction: big corporations always had the ability to spend obscene amounts of money in order to copy systems, provide them in a way that is irresistible for users (free, for many years, for instance, to later switch model) and position themselves as leaders of ideas they didn’t really invent. Now, small groups of individuals can do the same to big companies' software systems: they can compete on ideas now that a synthetic workforce is cheaper for many.
据统计数据显示，相关领域的市场规模已达到了新的历史高点，年复合增长率保持在两位数水平。，详情可参考手游
从实际案例来看，The precipitous loss of talent has stalled the company’s biggest AI bet. “Macrohard,” its effort to build an AI agent capable of doing anything a white collar worker can do, has reportedly been put on “pause” in the past days as its leader, Toby Pohlen, left the company just weeks after being appointed to head the project.，这一点在博客中也有详细论述
从另一个角度来看，17万平方米，暴走2万步。上海新国际博览中心，AWE 2026的展馆里挤满了人。
展望未来，Can AI mod的发展趋势值得持续关注。专家建议，各方应加强协作创新，共同推动行业向更加健康、可持续的方向发展。