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Comparing: Zhuoyu Tech: 95% of AI Investments Fail to Pay Back—Governance, Not Models & 卓驭科技本周挑明:95% 的企业 AI 没回本,问题不在模型

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Zhuoyu TechnologyAI GovernanceEnterprise AI·

Zhuoyu Tech: 95% of AI Investments Fail to Pay Back—Governance, Not Models

At Volcano Engine’s FORCE conference this week, Zhuoyu Technology highlighted a 2025 MIT study: 95% of enterprises investing in generative AI have not achieved measurable returns, with most projects remaining stuck at the pilot stage. What matters to us is less a particular company’s scorecard than the diagnosis it put forward—enterprise AI is not failing to make money because of the models; the models are already strong enough. The bottleneck has shifted to governance, or more bluntly, organizations are not yet ready to bring AI into the workplace.

What this is

Zhuoyu Technology—formerly DJI Automotive—currently has more than 1,000 R&D staff, 34 core customers, and over 130 vehicle models in partnership, making it a typical enterprise handling highly sensitive data. Source code, customer materials, and R&D documents are all stored in its internal Feishu environment. During its presentation, the company offered the following formula:

Organizational capability = technical readiness × governance maturity × people readiness.

The first factor is not the problem: models are stronger, platforms are more numerous, and tools are more mature. The other two have not kept pace. Based on this, Zhuoyu identified four boundaries for governing Agents—AI programs that can autonomously call tools to execute tasks: the data boundary (what data can be used and what cannot leave the internal network), the permission boundary (who can invoke what), the accountability boundary (logging behavior and making it traceable), and the supply chain boundary (whether the operating environments of plugins and MCP—the standard protocol models use to connect to external tools—are trustworthy). Its implementation architecture has three layers: egress control (ArkClaw), runtime governance (ClawSentry), and confidential inference (AICC). All three come from Volcano Engine’s product portfolio.

Industry view

Zhuoyu cited three sets of external data to support its diagnosis of a governance gap: MIT’s 95% no-return finding, Gartner’s 2026 projection that only 41% of Agent projects will be ROI-positive after one year, and McKinsey’s finding that employees save 6.4 hours per week but AI contributes more than 5% of profits at only 6% of enterprises. Deloitte’s 2026 figures are even more direct: 74% of enterprises expect to use Agents within two years, yet only 21% have mature governance frameworks.

However, we note that this was a case presentation at a supplier conference, and several points should be discounted. First, Zhuoyu’s solution is tightly coupled to Volcano Engine’s products, so its notion of “governance maturity” effectively amounts to promoting a specific architecture. Second, MIT’s 95% figure is disputed within the industry because different studies use different definitions of “measurable return.” Third, “organizational capability = the product of all three factors” sounds appealing, but a zero-product diagnosis often masks the question of whether a solution fits the specific use case.

Impact on regular people

For enterprise IT: procurement logic is shifting from “buying technology” to “buying certainty.” Zhuoyu’s selection checklist for CIOs has three items—governance discipline, deterministic engineering, and depth of security architecture. Model benchmark scores alone are no longer enough.

For individual professionals: until Agent governance frameworks mature, employees who use AI privately to process sensitive data such as contracts, customer materials, or source code face compliance risks. This is not a technical problem; it is an organizational-boundary problem.

For the consumer market: Zhuoyu works on more than 130 vehicle models. Once Agents are deployed at scale, autonomous-driving R&D and in-vehicle interaction will be the first areas to change, while ordinary vehicle owners are unlikely to notice any direct impact in the short term.

Source: juejin.cn
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卓驭科技ArkClaw火山引擎·

卓驭科技本周挑明:95% 的企业 AI 没回本,问题不在模型

MIT 2025 年的一项研究这周被卓驭科技搬上火山引擎 FORCE 大会:95% 投入生成式 AI 的企业没有拿到可衡量回报,大部分项目停在试点阶段。我们更关心的不是某家公司的成绩单,而是他们挑明的判断——企业 AI 没赚到钱,问题不在模型,模型已经够强;卡点挪到了治理,或者更直白地说,组织还没准备好让 AI 进场。

这是什么

卓驭科技(前大疆车载)目前 1000+ 研发人员、34 家核心客户、130+ 合作车型,是典型的高敏感数据企业——源码、客户资料、研发文档都沉淀在内部飞书上。他们在分享中给出一个公式:

组织能力 = 技术就绪度 × 治理成熟度 × 人员准备度。

前一项技术没问题——模型更强、平台更多、工具更熟。后两项没跟上。他们据此梳理 Agent(能自主调用工具执行任务的 AI 程序)治理的四个边界:数据边界(哪些数据可用、哪些不能出内网)、权限边界(谁能调什么)、责任边界(行为留痕、可追溯)、供应链边界(插件与 MCP——模型连接外部工具的标准协议——运行环境是否可信)。落地架构分三层:出口管控(ArkClaw)、运行时治理(ClawSentry)、机密推理(AICC),三者都来自火山引擎产品矩阵。

行业怎么看

卓驭援引三组外部数据支撑「治理缺位」的判断:MIT(95% 无回报)、Gartner 2026(仅 41% Agent 项目一年正 ROI)、麦肯锡(员工每周省 6.4 小时,但仅 6% 企业 AI 利润贡献超 5%)。德勤 2026 的反差更直接:74% 企业预计两年内用 Agent,仅 21% 有成熟治理框架。

但我们注意到,这是供应商大会上的案例宣讲,有几处要打折听。第一,卓驭方案与火山引擎产品深度绑定,所谓「治理成熟度」实质在推销一套特定架构。第二,MIT 95% 这个数字业内有争议——不同研究对「可衡量回报」的定义口径不同。第三,「组织能力 = 三者相乘」听上去漂亮,但乘积为零的归因,往往掩盖了具体场景适配的问题。

对普通人的影响

对企业 IT:采购逻辑正在从「买技术」转向「买确定性」。卓驭给 CIO 的选型 checklist 是三条——纪律能力、确定性工程、安全架构深度,单看模型跑分已不够。

对个人职场:Agent 治理框架未成熟前,员工私下用 AI 处理敏感数据(合同、客户资料、源码)有合规风险。这不是技术问题,是组织边界问题。

对消费市场:卓驭服务 130+ 合作车型,Agent 大规模铺开后,自动驾驶研发与车机交互会先一步变化,普通车主短期内不直接感知。

Source: juejin.cn