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当视频不再被观看,而是被「进入」:谷歌世界模型与教育想象的边界
3 6 Ke· 2026-02-05 23:09
AI 时代的想象力正被逐步释放。 从最初的文本生成,到文件与工具调用,再到以自然语言驱动的小程序构建,人类与 AI 的交互形式不断扩展。而最近,这条路径开始指向一个更具冲击 力的方向——可用自然语言直接生成一个可供进入、探索与改变的世界。 北京时间 1 月 30 日凌晨,Google DeepMind 向外部开放了 Project Genie。这是其世界模型(World Model)研究体系中,首次以可交互形态对公众开放的 实验性原型,也被视为 Genie 系列的阶段性成果。 如果说过去的生成式 AI 主要解决的是「内容如何被生成」,那么世界模型开始触及的,是一个更底层的问题:当视频不再只是内容,而成为空间,我们 该如何重新理解「媒介」本身? 行业前瞻:视频从「观看」变为「进入」的空间 在 Andreessen Horowitz(a16z)发布的 2026 年前瞻观点中,视频被反复提及。但这里的「视频」,已经不再等同于短视频或长视频,而是一种可被进 入、可被操控、可持续演化的空间媒介。 a16z 合伙人 Yoko Li 说,「到 2026 年,视频将不再只是被动观看的内容,而会变成一个我们可以真正'进入'的空 ...
超百亿次围观,为什么人人都想演一集“卖霉豆腐”?
3 6 Ke· 2026-02-05 23:05
这个冬天,霉豆腐摊主或是短视频里最热门的人设。 一个地道的霉豆腐摊主,标配以下几个灵魂要素。几排雪白绵软的小方块,突然闯入镜头的顾客,以及一段经典台词: "哎这是什么东西啊?"(揪起一块霉豆腐) "哎哎哎!(惋惜咂嘴)不买你别摸啊!这是我要卖的霉豆腐,你搞成这样我怎么卖啊!" "那我买了吧。" "好的,20块一板,QQ弹弹特别香,拿回家放15天就可以吃了。你要微辣、中辣、特辣还是变态辣?" 简言之,就是永远看不住摊位的霉豆腐老板,和一群没边界感但嘴馋的顾客,在短视频里用冲突小剧情来宣传自家的霉豆腐产品。 起初这只是霉豆腐老板为宣传带货拍摄的引流小视频,随橙想,现如今每个网友都想在霉豆腐小视频里演一集。 有人真的去了摊位上,和摊主角色互换。摊主在旁边提词、搭戏,网友自己动手制作霉豆腐,甚至还能还原摊主打包时掉一块的细节: 有人没有霉豆腐,大冷天扛着锅碗瓢盆跑雪地里,用公园长椅做案板、长椅上的积雪做霉豆腐,只为了模拟卖霉豆腐: 有人看什么都像霉豆腐,半夜醒来,对着白花花的摇粒绒被子也是横七竖八一顿划拉: 据新榜编辑部粗略统计,截至目前,#霉豆腐 相关话题的全网视频播放量已超112亿,其中抖音单平台视频播放量达96 ...
刚刚,ChatGPT 和 Claude 同时大更新,不会给 AI 当老板的打工人要被淘汰
3 6 Ke· 2026-02-05 23:04
AI 造 AI,顺便接管你的电脑 就在刚刚,硅谷 AI 圈上演了一出「火星撞地球」。 OpenAI 和 Anthropic 像约好了一样,同时甩出了自家的重磅更新:Claude Opus 4.6 和 GPT-5.3-Codex。 如果说昨晚之前,我们还在讨论怎么写好 Prompt 辅助工作;那么今天过后,我们可能需要学会如何作为老板去管理 AI 员工。 就在昨天,Sam Altman 刚在 X 平台上凡尔赛了一把 Codex 的「百万活跃用户」里程碑。短短一天后,OpenAI 再次乘胜追击,扔出王炸—— GPT-5.3-Codex。 技术文档里藏着一句极具分量的话:「这是我们第一个在创造自己的过程中,发挥了关键作用的模型。」 说人话就是:AI 已经学会了自己写代码、自己找 Bug,甚至开始自己训练下一代的 AI 了。这种自我进化能力,也直接体现在了一连串跑分数据上。 还记得那个模拟人类操作电脑的 OSWorld-Verified 基准测试吗?前代模型只有 38.2% 的准确率,连及格线都够不上。但这次,GPT-5.3-Codex 直接跳涨到 了 64.7%。 要知道,人类的平均水平也就 72%。这意味着,AI ...
从“中国版立顿”到欠薪风波,茶里发生了什么?
3 6 Ke· 2026-02-05 22:58
Core Insights - The article discusses the rise and fall of ChaLi, a brand that was once considered a "star brand" in the new consumption wave, and examines the strategic missteps that led to its current challenges [2][20]. Company Overview - ChaLi was founded in 2013 by Tan Qiong, who initially had no background in tea but became involved through a feasibility study for a B2B tea trading platform [3][6]. - The brand focuses on high-quality, convenient tea products, primarily using original leaf triangular tea bags, which cater to modern consumption habits [4][5]. Financial and Market Performance - ChaLi experienced rapid growth during the new consumption boom from 2018 to 2021, achieving significant sales milestones, including nearly 10 million sales during the 2016 Double Eleven shopping festival [9]. - The brand was often referred to as the "Chinese version of Lipton," benefiting from multiple rounds of financing and a strong market presence [8][9]. Strategic Challenges - The brand faced significant challenges as the market for bagged tea matured, leading to increased competition and a shift in consumer preferences [12][14]. - A strategic miscalculation in the ready-to-drink (RTD) tea segment resulted in cash flow issues, contributing to delayed salary payments and supplier settlements [2][11][17]. Industry Context - The tea market in China is characterized by diverse consumer preferences and fragmented consumption scenarios, making it difficult for any single brand to dominate [14][20]. - The decline of traditional bagged tea sales and the challenges faced by established brands like Lipton indicate that the market may not support a "next Lipton" scenario [12][14]. Lessons Learned - The experience of ChaLi highlights the importance of aligning organizational capabilities with market demands, especially when transitioning to new product categories [20]. - The brand's journey underscores that the second growth curve is not guaranteed and requires a robust organizational structure and financial resilience [20][21].
零下30度满员冬测,含华量拉满的华境S「葫芦里卖的什么药」?
3 6 Ke· 2026-02-05 15:38
Core Viewpoint - The successful winter testing of the Huajing S in extreme conditions demonstrates the vehicle's reliability and performance, positioning it as a flagship model for SAIC-GM-Wuling and Huawei's collaborative efforts in the high-end SUV market [2][14]. Group 1: Testing and Performance - The Huajing S underwent comprehensive cold-weather testing in Black River, showcasing its readiness for the market launch in the second half of 2025 [3][14]. - The vehicle's testing included scenarios such as sudden obstacle avoidance and extreme slope climbing, where it exhibited stability and control, thanks to its robust chassis tuning and advanced stability systems [5][6]. - The Huajing S successfully managed challenging conditions, including 20% and 30% incline tests, demonstrating its intelligent four-wheel drive capabilities and effective power distribution [5][6]. Group 2: Technological Integration - The Huajing S is the first product resulting from the deep integration of SAIC-GM-Wuling and Huawei's "Three Intelligence" strategy, featuring the Huawei QianKun ADS 4 system as standard [6][10]. - The vehicle's advanced driving assistance system showed strong adaptability in low-temperature conditions, effectively detecting obstacles and ensuring safety during testing [6][10]. - The collaboration between SAIC-GM-Wuling and Huawei has led to a clear division of responsibilities, enhancing the vehicle's manufacturing efficiency and precision [8][10]. Group 3: Market Positioning and Strategy - The Huajing S represents a shift in the Chinese automotive industry towards high-end market competitiveness, moving away from traditional practices of merely stacking features and high pricing [13][14]. - The successful winter testing validates a new model of "smart manufacturing-supply chain collaboration-extreme performance verification," which could serve as a replicable framework for the development of high-end domestic vehicles [13]. - The vehicle is expected to set a benchmark in the industry, promoting a shift towards value-driven competition rather than price competition [14].
*ST立方:1月20日至2月5日涨幅为314.93%,明起停牌核查
3 6 Ke· 2026-02-05 15:22
36氪获悉,*ST立方公告,公司股票交易风险大:目前,公司股票价格已严重脱离公司基本面情况,存 在市场情绪过热、非理性炒作风险。股票自2026年1月20日至2026年2月5日以来10个交易日(去除停牌 的3个交易日)中有7个交易日涨停,价格涨幅为314.93%,期间多次触及股票交易异常波动情形,公司 股票短期内价格涨幅较大,明显偏离市场走势,未来可能存在股价快速下跌的风险。为维护投资者利 益,公司将就股票交易波动情况进行停牌核查。 ...
比亚迪2月5日全情报分析报告:「2025比亚迪新能源汽车表现亮眼」对股价有积极影响
3 6 Ke· 2026-02-05 14:41
昨日收盘价89.14;当日收盘价:90.11 当日开盘价88.50;交易量25.84万手 换手率1.02%;放量幅度1.09% 3日涨幅-1.93%;5日涨幅-4.50% 成交额:31.84亿;总市值:8216亿 较过去一年的平均收盘价-0.60%;较过去一年的日均交易量-0.99% 比亚迪2月5日放量上涨1.09% 90.11 +0.97 +1.09% |事件正负面性质分析 截止2月5日,此事件匹配的到全网舆情信息总量为46641条,正面信息32868条,占比70.5%,负面信息 479条,占比1.0%,中性信息13294条,占比28.5%,事件舆论呈现出显著正面的倾向。 |渠道传播分析 该事件全网传播篇次为46641条,事件主要传播渠道为今日头条平台,传播篇次5153条,占比11.05%。 |事件影响分析 销量领先影响(利好):比亚迪在中求数研的车企销量排名中以460.2万辆的绝对优势登顶,显示了其 在新能源汽车市场的领导地位这将增强投资者对比亚迪的信心,提升其股价。 "2025比亚迪新能源汽车 表现亮眼"舆情分析 2025年,中国新能源汽车行业格局变化,比亚迪表现突出。在中求数研的车企销量排名中,比亚迪 ...
卡帕西宣判:Vibe Coding终结,99%代码AI接管,“智能体工程”时代开启
3 6 Ke· 2026-02-05 13:09
Core Insights - The article discusses the evolution from "Vibe Coding" to "Agentic Engineering," emphasizing that AI programming has matured from playful experimentation to a more structured and professional approach [2][3][8] - Andrej Karpathy introduces "Agentic Engineering" as a new paradigm where professionals command AI agents rather than directly writing code, highlighting the importance of architecture and engineering skills in this new landscape [8][9][20] Group 1: Transition from Vibe Coding to Agentic Engineering - "Vibe Coding" was characterized by casual, intuitive coding with limited capabilities, while "Agentic Engineering" represents a shift towards a more rigorous and quality-focused programming methodology [8][15] - The term "Agentic" reflects the role of professionals as overseers of AI, where 99% of the time they are directing AI agents rather than writing code themselves [8][9] - The article notes that the transition signifies a move from playful coding to a serious application of AI in professional settings, requiring deeper skills and understanding [15][18] Group 2: Community Response and Industry Implications - The introduction of "Agentic Engineering" has resonated within the developer community, with many expressing excitement about the new title and its implications for their work [11][13] - Comments from industry professionals indicate that the shift is not merely a rebranding but a reflection of technological maturity, where effective AI utilization is now essential [14][15] - The article highlights a spectrum effect in the industry, where junior developers may struggle with the complexities of AI programming, while experienced developers leverage their skills to enhance productivity significantly [38][41] Group 3: Skills and Strategies for Success - To excel in the AI era, developers must focus on design and management of code rather than just writing it, emphasizing the need for architectural thinking [44] - Effective communication with AI involves providing rich context and detailed instructions, which can lead to better outcomes compared to vague prompts [29][30] - The article stresses the importance of critical thinking and skepticism when overseeing AI-generated code, as this is crucial for maintaining quality and functionality [27][28] Group 4: Future Predictions - Karpathy predicts a dual evolution of model and agent layers by 2026, suggesting that this will lead to the emergence of "super individuals" capable of functioning as entire development teams [45] - The article posits that mastering "Agentic Engineering" will empower individuals to create significant projects independently, transforming the landscape of software development [45][46]
48亿红包大战,谁赢谁输?
3 6 Ke· 2026-02-05 13:04
2026年的春节红包大战,注定将载入互联网史册。 过去12年,春节这个中国最古老的传统节日,被互联网巨头们异化成一场惊心动魄的商业战争——从2015 年微信支付通过红包"偷袭珍珠港",到2020年抖音快手的"短视频之争",再到2026年几大科技巨头的"AI超 级入口争夺战",红包大战不仅是流量的狂欢,更是一场关乎未来十年互联网格局的战略决战。 "BATZ"四家巨头狂撒近50亿,试图通过春节这个地球上最大规模的流量洪峰,让自家AI真正成为 "国民级 AI应用"。这背后,不仅是资金的投入和流量的博弈,更是AI技术、生态协同、组织能力与战略耐力的全方 位比拼 。 "红包大战",最不重要的就是钱! 几大巨头春节撒出去的红包累计金额达48亿元,但各家红包玩法差距较大,折射出不同的战略焦虑,也侧 面证明了钱对这几个科技巨头来说是最不重要的,玩法有没有创新才是关键。 | 公司 | 活动入口 | 活动时间 | 红包总额 | 单个红包最高金额 | 核心玩法 | | --- | --- | --- | --- | --- | --- | | 腾讯 | 元宝APP | 2月1日-2月17日 | 10亿元 | 10000元 | 登录 ...
联想中小企业朋友圈再次“扩列”
3 6 Ke· 2026-02-05 13:02
联想创新加速器,双向赋能陪伴成长。 2月5日,联想集团在京举办首届创新加速器开放日暨"新商业创新生态路演"。本次路演活动共吸引超过 100个新锐创新项目参与,23家代表企业在开放日现场集中展示了在AI算力、核心部件及软硬件应用等 领域的技术及产品。同时,联想创新加速器系统呈现了赋能中小企业创新的阶段性成果,并与多家机构 举行了生态合作仪式,联想"中小企业朋友圈"再次迎来扩容。 过去三年,由联想创新加速器牵头主办的"新商业创新生态路演季"活动已取得显著成效:累计吸引超过 400个新锐项目参与,促成近百次生态对接,推动60多个项目完成PoC(概念验证),并助力近20个项 目实现商业化落地与资本衔接。 开放日现场,联想揭晓了本次路演季的优胜名单,光宇芯辰、江源科技、万格智元、影目科技、烟山科 技、无界方舟、黄鹂智声、铭芯启睿、启英泰伦9家企业入选,它们将获得百万级PoC项目参与机会以 及联想集团旗下工厂合作优先权等权益。 本次路演活动揭晓的9家Top企业 联想集团高级副总裁、商用产品中心及全球中小企业业务总经理于海,中关村智友人工智能与机器人研 究院院长、北航机器人所名誉所长王田苗,联想集团副总裁、联想创投管理合伙 ...