K2 Lab's Wang Ming: Muse saves people money, Moras makes them money — that's the real need for vertical personal AI对话K2 Lab王铭：Muse帮人省钱，Moras帮人赚钱，这才是垂直赛道Personal AI的刚需

对话K2 Lab王铭：Muse帮人省钱，Moras帮人赚钱，这才是垂直赛道Personal AI的刚需K2 Lab's Wang Ming: Muse saves people money, Moras makes them money — that's the real need for vertical personal AI

Key points

• Moras is a personal commerce agent for mid-tier TikTok creators abroad, handling product picking, scripts, content, cart linking, posting and review end to end.

  Moras 是面向海外中腰部 TikTok 达人的 Personal Commerce Agent，从选品、脚本、创作到挂车、发布与复盘端到端完成。

• Pure pay-by-results: creators pay no subscription or compute fees and Moras takes a share of commission; in its first public quarter it drove $10M+ in sales and nearly 10k creators made their first sale.

  纯按结果付费：达人不付订阅费或算力费，从成交佣金中分成；公测首季度帮达人完成超 1000 万美元交易，近万名达人完成首单。

• After scaling the public beta, unit economics briefly fell below 1 — unlimited AI output burned compute and users churned without human support; reworked interactions brought UE back above 1 within about a month.

  公测放量后 UE 一度跌破 1：不限制 AI 工作量白烧算力、缺少真人答疑导致流失；重做交互后一个多月 UE 回到 1 以上。

• It trains its own vertical models (multimodal understanding, agentic reasoning/orchestration, quality checks, ROI prediction) to cut cost and build a moat, while using Seedance and MiniMax H3 for video generation.

  自研垂直模型（多模态理解、Agentic 推理与调度、内容质量自检、ROI 预测）以降本并构建壁垒，视频生成则直接用 Seedance、MiniMax H3。

• Wang argues personal-agent competition is shifting to the efficiency of trust and delegation; the long-term goal is A2A content commerce and a commerce agent OS for creators and merchants.

  王铭认为 Personal Agent 的竞争正转向“信任和授权的效率”，长期目标是 A2A 内容电商与面向创作者和商家的 Commerce Agent OS。

Quotes

• “I want users to come as little as possible, while we do all of their work for them.”

  「我希望用户尽可能少来，但是我们把他的活全给干了。」

• “Today personal agents don’t compete on interaction efficiency, but on the efficiency of trust and delegation.”

  「今天 Personal Agent 拼的不是交互效率，是信任和授权的效率。」

• “App companies that don’t build models will die; model companies that don’t build apps will fail.”

  「不做模型的应用公司必死，不做应用的模型公司必挂。」