FDE's Model Company Strategy: First Implement Agent to Accumulate Skills, Then Internalize into the Model
The FDE strategy first promotes enterprises to implement Agents and sell Tokens, converting corporate knowledge into Skills, which are then internalized into the foundational model.
Subsequently, the demand for personnel decreases; if efficiency improvements drive business expansion, it results in a win-win situation; otherwise, the focus is primarily on cost reduction and efficiency enhancement.
In terms of market mechanisms, AI implementation services drive corporate spending towards model companies, shifting funds from traditional labor to AI Token and Skills procurement, benefiting model companies and AI engineers who master the FDE path, while conventional functional positions and companies that have not embraced AI face pressure.
Source: Public Information
ABAB AI Insight
Model companies accumulate proprietary data and processes from enterprises through Agent implementation services. Previously, companies like OpenAI and Anthropic have similarly internalized client knowledge through enterprise customization and fine-tuning paths. The FDE strategy continues the capital cycle from service to model enhancement.
In terms of capital pathways, companies first generate cash flow through Token sales and consulting, then convert accumulated Skills into model capabilities. The motivation is to build a data flywheel and network effects, shifting resources from external implementation projects to internal model iterations.
Similar cases of AI Agent platforms penetrating various industries indicate that the current digital transformation of enterprises is transitioning from tool adoption to comprehensive Agent reconstruction. Software engineers who understand AI gain a buffer by participating in Skills development.
Essentially, this represents technological substitution and capital concentration: FDE accelerates the automation of knowledge work, with the mechanism being that corporate data feeds back into the model to form a closed loop, prompting human capital to concentrate on AI-related roles, while model companies achieve a structural shift in pricing power from services to platform subscriptions through Skills internalization.
ABAB News · Cognitive Law
Helping enterprises build Agents ultimately allows models to overcome corporate knowledge barriers.
Efficiency improvements first reduce costs, then assess whether business can keep up with expansion.
AI is sweeping across all industries; engineers who understand AI implementation will be the last to be replaced.