AI 正在变成一门制造业 | WAIC 2026 Agent 产品观察

TL;DR - WAIC 2026 showed an Agent market booming in supply but constrained by weak demand, high inference and delivery costs, and limited verification. Competitive advantage is shifting from building Agents to controlling distribution, mastering industry workflows, and delivering reliable, governable systems.

• Major vendors are pursuing Agent entry points across search, office software, cloud platforms, and mobile operating systems.
• Startups are concentrating on vertical workflows, low-code development tools, and infrastructure such as document parsing, sandboxes, and hosting.
• Consumer margins remain thin, while enterprise deployments often require costly customization and risk becoming project-based services.
• Testing, monitoring, permissions, auditing, and functional validation are emerging as critical infrastructure for production deployment.