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Value Capture and Value Chain Restructuring in the AI Era =========================================================
Value Capture and Value Chain Restructuring in the AI Era =========================================================  ### 李继刚
@lijigang
最近观察到的现象：
各行业各职业的个体被AI 赋能，十倍百倍放大之前的产出。
但同时，「上游」也在被放大。
起点问题重新冒了出来：
之前因为不可能自己把所有事情全做了，所有给「下游」让渡了一部分利润，形成了生态。
现在「AI 来了」，「反正是AI 干」，「干得还挺好」，这些个体的口头语，从「上游」口中说出时，很自然就会收拢曾经让渡的那部分利润。
生产力的放大是真的，价值创造是真的，但是「价值捕获」不一定在你这。Show More
Mar 14, 2026, 5:13 AM View on X
2 Replies
1 Retweets
25 Likes
4,079 Views  李继刚 @lijigang
One Sentence Summary
This tweet explores how, as AI boosts individual productivity, upstream enterprises might use AI to reclaim profits previously ceded to downstream entities, leading to a concentration of value capture at the top.
Summary
The tweet observes that while AI significantly amplifies individual output across various industries, this increase in productivity also empowers 'upstream' entities to reclaim profits previously ceded to 'downstream' partners due to specialization. The author warns that despite AI creating more value, this value may not necessarily be captured by individuals. The profit distribution landscape of the value chain is undergoing profound changes, and while individuals benefit from AI tools, they also face the risk of disintermediation.
AI Score
82
Influence Score 8
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Language
Chinese
Tags
AI Empowerment
Value Capture
Value Chain
Productivity
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Value Capture and Value Chain Restructuring in the AI Era... ===============