AI Lobster | Zhou Hongyi: Igniting the Wave of Intelligent Agents, Six Major Directions Nurture New Unicorns

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Zhou Hongyi, the founder of 360 Group, stated at the 2026 Zhongguancun Forum annual meeting that the rise of “lobsters” in 2026 marks the successful “breaking out” of intelligent technology from the geek circle to the general public. This not only achieves the widespread adoption of intelligent technology but will also drive a comprehensive restructuring of the entire internet infrastructure, software industry, and various physical industries, containing massive opportunities for nurturing a new generation of unicorns.

He continued to mention six key directions for nurturing new unicorns: first, the reconstruction of AI-native infrastructure; second, the evolution of the software industry towards “atomization”; third, the rise of “custom intelligent agents” in vertical fields; fourth, the emergence of new organizational models such as “one-person companies (OPC)”; fifth, the formation of an intelligent agent-driven “machine economy” ecosystem; sixth, the interconnected upgrade of underlying industries like computing power and energy.

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