高乐平：AI用得越多越平庸，生意要往“经营资产”上积累

Gao Leping: The more everyone uses AI, the more ordinary the results — build business assets instead

“趋势的改变是缓慢而且坚定的。”8月26日上午，佛山市境美佳新材料有限公司董事长、建材营销研究院背景的行业咨询师高乐平，在2026华东艺术涂装高峰论坛上分享《如何利用AI智能让艺术涂装服务商成为龙头企业》。从2015年做硅藻泥、2018年做艺术涂料、2020年开发微水泥，到2023年迁往顺德、2026年正式布局香港，他以自己的多次转身说明：每一步往前走，“都不是寻求更好的发展，而是想活下来”。

**HANGZHOU, Aug. 26** — “Trends change slowly, but firmly.” On Tuesday morning at the 2026 East China Art Coating Summit, Gao Leping, chairman of Foshan Jingmeijia New Materials and an industry consultant with a background in building-materials marketing research, delivered a talk on “How AI Can Turn Art Coating Service Providers into Leading Enterprises.” From diatom mud in 2015, art coatings in 2018 and microcement in 2020, to relocating to Shunde in 2023 and formally expanding to Hong Kong in 2026, he used his own pivots to make a point: every step forward “was not about seeking better development, but about survival.”

AI的两个“bug”

高乐平认为，短视频本质上是AI的一种应用，而AI输出对行业从业者常常“不堪用”，源于两个底层逻辑：其一，AI用的人越多，它越要让大多数人满意，而“让大多数人满意的就是平庸的，不是专业的”；其二，AI逐字生成，只要错一个字，后面就会一路错下去、自圆其说。他的解法有二：一是用好提示词、语料库、知识库和智能体（Agent），“让它知道你不是普通大众”；二是按节点审核，把选题、文案、素材、剪辑、发布拆开，一步一审，不要让AI一口气做完。他也提醒，素材才是短视频的“原材料”，“拍得好”至少占成片的八成。

**Two “bugs” of AI.** Gao argued that short video is itself an application of AI, and that AI output often proves useless for industry practitioners because of two underlying logics. First, the more people use AI, the more it aims to satisfy the majority — and “what satisfies the majority is mediocre, not professional.” Second, AI generates text token by token: once it makes one mistake, it keeps compounding and rationalizes its way through. His remedies: master prompts, corpora, knowledge bases and agents “so it knows you are not the average user,” and review node by node — splitting topic selection, copywriting, footage, editing and publishing into separate checkpoints instead of letting AI finish everything in one go. He also noted that footage is the “raw material” of short video: “shooting well” accounts for at least 80 percent of the final cut.

获客逻辑已被重写

高乐平披露，他的公司没有任何销售队伍，在广东“一个业务员也没雇”，每个月销售额中只有不到10%来自当月互联网获客，但所有客户都是通过自媒体慢慢沉淀找上门的。“你今天的老客户的第一单，很可能就来自自媒体。”由此他判断：线下门店已不是流量的第一来源，只是承接和转化的窗口；开新店去获客的路，大概率是赔钱的。

**The customer-acquisition logic has been rewritten.** Gao disclosed that his company has no sales force at all — not a single salesperson hired in Guangdong — and that less than 10 percent of monthly sales comes from that month’s internet leads, yet every customer has been accumulated gradually through social media. “The first order of your loyal customer today very likely came from social media.” From this he concluded: offline stores are no longer the primary source of traffic, merely a window for reception and conversion, and opening new stores to acquire customers is a path likely to lose money.

生意积累的是经营资产

他说AI改变了工具，但没有改变生意逻辑。真正的分野在于每一笔生意是否积累了“经营资产”：如果1000万元的营收都来自因为低价才选你的客户，“这1000万其实不值钱”；如果800万的客户2027年还会继续找你、继续服务大品牌，“这800万就胜过1000万”。他援引段永平的话说，“我们不知道什么是对的，但我们很容易判断什么是错的”——靠开店、卖产品、拼低价三条路都难以积累，而清晰的定位、先行的短视频、独特的服务与持续迭代才积累得下来。他透露，自己连选人也会把简历和聊天记录输入AI，让模型分析面试风险；选品、选模式也会先问AI“哪个更积累经营资产”。

**Business accumulates operating assets.** AI changed the tools, he said, but not the logic of business. The real divide is whether each deal adds “operating assets”: if 10 million yuan of revenue comes from customers who chose you only for low prices, “that 10 million is worth little”; if 8 million comes from customers who will return in 2027 and from serving big brands, “that 8 million beats 10 million.” Citing Duan Yongping — “we don’t know what’s right, but we can easily tell what’s wrong” — he argued that opening stores, merely selling products and competing on price accumulate nothing, while clear positioning, early short-video presence, distinctive service and continuous iteration do. He even feeds resumes and chat logs into AI to assess hiring risks, and consults it on which product or business model better builds operating assets.

演讲最后，高乐平感谢论坛发起单位的邀请，并留下个人微信邀请同行交流。“在这个行业内吹牛不是本事，把吹牛的能力落地才叫本事。”这句开场时的自白，成了整场分享的注脚。

**Closing** — Gao ended by thanking the summit’s founding organizations for the invitation and left his personal WeChat for industry peers. “Bragging in this industry is no skill; landing what you bragged about is.” That opening admission became the footnote of the whole talk.