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EPISODE · Jun 19, 2026 · 16 MIN

如何快速了解一个行业10 规模与转换成本

from 深蓝趋势：未来十年投资机会与风险

专利、规模、成本优势都是"护城湖"，一潭死水挡不住降维打击。本期拆解两大真护城河：①规模与网络效应——AI Agent用户越多模型越准，数据闭环让对手进不来；②转换成本——让客户"搬家"代价高于省下的钱。微信社交关系、企业数据库迁移、SaaS培训成本，如何把产品变成客户的"承重墙"？

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如何快速了解一个行业10 规模与转换成本

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