二次創業再戰藍圖：AI建築師「Drafted」如何用千元美金顛覆客製化住宅市場
二次創業家Nick Donahue在關閉前公司Atmos後，推出AI住宅設計平台Drafted。僅需數千美元，數分鐘即可生成客製化設計圖，挑戰傳統建築業。本文剖析其商業模式、融資背景與市場潛力。
創辦人尼克・多納休（Nick Donahue）在關閉了曾募得的初創公司後，並未就此止步，而是攜技術捲土重來，旨在解決同一難題：昂貴耗時的客製化住宅設計。其新公司「」僅成立五個月，便獲得Stripe共同創辦人派翠克・科里森（Patrick Collison）等知名投資人的種子輪投資，投後估值達。
從「人治」到「智治」：Atmos的寶貴一課
多納休的首家公司「」曾試圖用科技簡化住宅設計流程，並取得初步成功。公司營收一度達到，團隊擴張至40人，並成功建造了房屋。然而，多納休本人形容，公司最終變成了「一個美化了的建築事務所」，營運極度複雜，軟體始終未能取代人力。隨著聯準會急劇升息，客戶無力負擔房貸，成為壓垮駱駝的最後一根稻草，公司不得不在九個月前宣告關閉。
AI驅動的新模式：Drafted的破局之道
汲取前次教訓，的模式釜底抽薪，完全捨棄內部設計師，專注於純驅動的軟體。使用者只需輸入臥室數量、面積等需求，便能在數分鐘內生成五套設計方案，不滿意可無限次重新生成。一套完整的設計圖紙費用僅在之間，價格極具破壞力。
其經濟效益的關鍵在於自建的模型。該模型使用大量真實、已通過建築許可的房屋圖紙進行訓練，確保了設計的實用性。多納休透露，此專業模型的運行成本極低，生成一份平面圖的成本僅為（千分之二美分），遠低於通用模型的。目前服務僅限於單層住宅，但多層及針對特定地塊的功能已在開發中。
市場潛力與護城河挑戰
外界的主要質疑在於市場規模。全美每年新建的戶住宅中，客製化設計僅佔戶。但領投的投資人克萊里科（Bill Clerico）認為，這是個雞生蛋、蛋生雞的問題。他主張，一旦客製化設計變得足夠便宜快捷，將能創造出全新的市場需求，如同Uber不僅取代了計程車，更普及了隨叫隨到的乘車服務。然而，仍需面對護城河的挑戰，即如何防止其他大型語言模型公司或競爭者複製其模式。
Drafted的案例是矽谷「目標導向型轉型」（Purpose-driven Pivot）的縮影。創辦人並非放棄原有願景，而是利用初次創業失敗所獲得的深刻行業洞見，打造出一個更精簡、資本效率更高、更AI原生的解決方案。這種從沉重的實體營運轉向輕量級純軟體模式的趨勢，正成為AI時代下顛覆傳統產業的標準劇本。
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