用收入分成代替收费，让开发者免费用AI平台，激发全球创新。
Revenue-Sharing as Infrastructure: A Distributed Business Model for Generative AI Platforms
- 平台免费提供AI工具，只拿开发者应用收入的分成。
- 降低开发门槛，激励更多人参与，尤其来自低收入国家的开发者。
- 适合关注公平创新、普惠数字生态的研究者与政策制定者。
生成式AI平台（如Google AI Studio、OpenAI、Anthropic）为应用开发提供了基础设施（API、模型），正重塑开发生态。现有商业模式分为三阶段：第一代类比云服务（按使用付费），第二代以多元化为主（免费增值、订阅），第三代则探索多层市场架构与收入分成机制。然而，当前模式仍对开发者构成财务门槛，抑制创新并排斥新兴经济体参与者。本文提出并分析一种新模型——“收入分成即基础设施”（Revenue-Sharing as Infrastructure, RSI）：平台免费提供AI基础设施，仅从开发者应用产生的收入中抽取一定比例。该模式逆转传统上游付费逻辑，融合价值共创、激励机制与多层市场架构，构建了原创理论框架。详细对比分析表明，RSI可降低开发者进入门槛，协调各方利益，并推动生态创新。除经济意义外，其社会价值重大：使无初始资本的开发者也能参与数字经济，释放低收入国家因手机普及率达84%而存在的“潜在就业红利”，助力解决健康、农业与服务等本地问题。最后，论文探讨了平台与开发者在实施中的可行性条件与战略影响。
原文摘要 · Abstract (English)
Generative AI platforms (Google AI Studio, OpenAI, Anthropic) provide infrastructures (APIs, models) that are transforming the application development ecosystem. Recent literature distinguishes three generations of business models: a first generation modeled on cloud computing (pay-per-use), a second characterized by diversification (freemium, subscriptions), and a third, emerging generation exploring multi-layer market architectures with revenue-sharing mechanisms. Despite these advances, current models impose a financial barrier to entry for developers, limiting innovation and excluding actors from emerging economies. This paper proposes and analyzes an original model, "Revenue-Sharing as Infrastructure" (RSI), where the platform offers its AI infrastructure for free and takes a percentage of the revenues generated by developers applications. This model reverses the traditional upstream payment logic and mobilizes concepts of value co-creation, incentive mechanisms, and multi-layer market architecture to build an original theoretical framework. A detailed comparative analysis shows that the RSI model lowers entry barriers for developers, aligns stakeholder interests, and could stimulate innovation in the ecosystem. Beyond its economic relevance, RSI has a major societal dimension: by enabling developers without initial capital to participate in the digital economy, it could unlock the "latent jobs dividend" in low-income countries, where mobile penetration reaches 84%, and help address local challenges in health, agriculture, and services. Finally, we discuss the conditions of feasibility and strategic implications for platforms and developers.
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