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• "Lobster" Positioning: It is not simply an AI tool, but a new operating system for the AI era, capable of connecting AI's "brain" (large language models), "hands and feet" (execution capabilities), and tools. It can invoke models, access files, operate software, decompose tasks, and coordinate multiple intelligent agents to work collaboratively.
• Token Significance: Token is the "electricity" that powers AI work. Every time AI produces output (speaks, writes code, makes decisions) or executes tasks (creates reports, replies to emails, edits videos), it consumes Tokens. As AI enters the production and execution phase, Token consumption shifts from linear to exponential growth.
• Competitive Logic Shift: Future enterprise competition will no longer be about model strength, but about "Token efficiency"—producing more Tokens at the same cost. Essentially, it's comparing how many Tokens can be generated per unit of electricity consumed. Whoever has cheaper Tokens gains a competitive advantage.
• Industry Transformation Impact: All companies will diverge into Token consumers (using AI to improve efficiency) and Token producers (providing AI services externally). SaaS companies may transform into companies that "sell intelligent agents". This is a platform-level revolution.
• Importance of Security: Since "Lobster" can access data, execute code, and communicate externally, security is critical. A security layer must be built through access control, policy engines, privacy isolation, and behavioral auditing. The AI systems that survive will be the most controllable and safest ones.
• Impact on Individuals: Bosses can leverage "secure Lobster" to enhance enterprise efficiency, while workers need to learn to work collaboratively with "Lobster". This represents AI's transformation from "being able to talk" to "being able to work", from a cost item to a revenue generator. "Lobster" becomes the new operating system of the era.