{
 "generated": "2026-11-02",
 "node": {
  "id": "event:sig-0066",
  "type": "Event",
  "name": "极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点",
  "slug": "sig-0066",
  "kind": "signal",
  "kind_zh": "行业信号",
  "date": "2026-09-16",
  "summary": "张鹏对谈创新工场汪华与 Floatboat 谭少卿，几个判断：GLM-5.3-Flash、DeepSeek-V4-Flash 这批模型让国内 Agent 第一次同时满足可用与便宜；大厂集体押注 AI 办公的驱动力是恐惧——Claude Code 未到千万 MAU 时 ARR 已达 200 亿美元，高价值入口不再建立在高日活上；巨头唯一壁垒是用钱换算力，创业者的优势是离开源模型更近，「船票」只剩基础设施和基础模型两张。",
  "url": "https://www.geekpark.net/news/370431",
  "evidence": [
   {
    "kind": "own",
    "label": "本站页面",
    "url": "https://xiaopingfeng.com/graph/signals/#sig-0066",
    "text": "AI 行业信号流（独立研究机构）：极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点"
   },
   {
    "kind": "media",
    "url": "https://www.geekpark.net/news/370431",
    "text": "信号的原文出处（极客公园）"
   }
  ],
  "entry": "derived",
  "category": "research",
  "category_zh": "独立研究机构",
  "source_name": "极客公园",
  "source_id": "org-geekpark",
  "ep": 103,
  "degree": 0
 },
 "page": "https://xiaopingfeng.com/graph/e/event/sig-0066/",
 "out": [
  {
   "type": "placed_in",
   "sentence": "极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点出现在 Landscape 的「独立研究机构」",
   "direction": "out",
   "id": "layer:ai-industry-signals--5",
   "name": "独立研究机构",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0066",
     "text": "AI 行业信号流（独立研究机构）：极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点"
    }
   ]
  },
  {
   "type": "involves",
   "sentence": "极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点涉及极客公园",
   "direction": "out",
   "id": "org:geekpark",
   "name": "极客公园",
   "role": "issuer",
   "note": "信源：极客公园",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0066",
     "text": "AI 行业信号流（独立研究机构）：极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点"
    }
   ]
  },
  {
   "type": "mentions",
   "sentence": "极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点提到Claude",
   "direction": "out",
   "id": "app:claude",
   "name": "Claude",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "名称匹配：「Claude」出现在信号的正文里",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0066"
    }
   ]
  },
  {
   "type": "mentions",
   "sentence": "极客公园对谈汪华、谭少卿：国产模型近几个月才跨过「指令遵循 + 成本」门槛，是中国 Agent 爆发的真正原点提到Anthropic",
   "direction": "out",
   "id": "org:anthropic",
   "name": "Anthropic",
   "status": "derived",
   "evidence": [
    {
     "kind": "own",
     "label": "本站页面",
     "text": "名称匹配：「Claude」出现在信号的正文里",
     "url": "https://xiaopingfeng.com/graph/signals/#sig-0066"
    }
   ]
  }
 ],
 "in": []
}