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三十亿买崩服务器,AI红包大战照见“入口焦虑”与“技术竞赛”
3 6 Ke· 2026-02-12 00:26
这个春节,一场总额超45亿元的"AI红包大战"骤然打响。 阿里千问以30亿"请客"开路,用"帮我买杯奶茶"的真实交互,将AI推入千万订单的洪流;腾讯元宝、字节豆包、百度文小言等头部玩家悉数入局。当流量 海啸引发系统崩溃、社交裂变遭遇平台封禁,这场对"未来超级入口"的极限压力测试,揭示了技术、生态与用户体验间的激烈碰撞。 就在各大应用以红包补贴激烈争夺用户入口的同时,另一场决定未来竞争格局的"军备竞赛"已在底层技术领域悄然升级。 近期,字节跳动最新视频生成模型Seedance 2.0在旗下即梦、豆包、小云雀等产品开启内测,其表现迅速引发行业内外高度关注。有消息称,字节跳动正 在加快该模型的商业化步伐。Seedance 2.0预计最快有望于2月24日对外开放API接口。 01 三十亿流量奇袭 服务稳定性面临更大考验 这个春节,中国AI赛道迎来了一场现象级的"压力测试"。主角是阿里的千问APP,它用一场简单粗暴的撒钱运动,将实验室里的大模型,一把拽进了点奶 茶、叫外卖的真实生活。整个过程,如同一部节奏紧凑的商战剧,高潮与崩坏齐飞,流量与吐槽并存。 故事的起点是一场精准的"闪电战"。2月5日,阿里宣布将"通义千问"等 ...
240万美金ARR,真实犯罪案件改编,美国短剧界跑出了个“AI版Netflix”
3 6 Ke· 2026-02-12 00:26
(近90天,TrueShort在美国新闻应用榜排名情况,图源:点点数据) 风口之下,无数人涌入高付费的美国市场去拍霸总、狼人、复仇等题材的短剧,但随着内容的增多,传统的剧情、老套的桥段也让观众出现了一定的审美 疲劳。人们需要新的"爽点",市场也需要更多创新。 比如,悬疑类的短剧,就成了一个很特别的突破点。 就像2020年,爱奇艺《隐秘的角落》《沉默的真相》爆火,并在Netflix上线,在全球多个地区播出,成为了平台"迷雾剧场"的口碑巅峰之作。这种创新叙 事,用12集短剧的形式打造的现象级内容,再度让悬疑赛道的受到关注。甚至在后面的很长一段时间,人们提到悬疑剧,就会去认准"迷雾剧场",想到爱 奇艺。这种背景下,大众的关注点也不再单纯放到剧情本身,而是延伸到对人性、社会问题的深度思考。 类似的路径,在美国初创公司Humans Anonymous推出的本土短剧平台TrueShort中同样上演。据TrueShort官方数据显示,平台于2025年4月上线,仅6个 月ARR达到240万美元,总用户观看时长超过200万分钟。近期在App Store新闻类应用中排名第10。 在60秒的碎片里,剥开人性"迷雾" 首先来看下Tr ...
这种反直觉的休息方式,能让你精力翻倍
3 6 Ke· 2026-02-12 00:26
现在的你,萎靡不振、毫无动力,心里已经开始盼着假期。和绝大多数职场成年人一样,平时你会利用空闲时间休息,也许会一口气刷完喜欢 的剧,或是在手机上划划屏,又或者补补觉。但不知为何,每当工作日来临,你却从未感到如期望中那般神清气爽。你不禁会想:有没有更好 的方式来恢复精力呢? 在过去几年里,我们研究了"休闲规划",这是一种积极主动安排空闲时间的方式,强调设定目标、建立人际联系、学习和个人成长。研究发现,与消极的 活动相比,这种方式对幸福感、心理健康、整体生活满意度,甚至工作表现都更有益处,同时还能预防倦怠。而且,它并不需要比单纯休息更多的时间, 只需要在方式上做一点小小的改变。 什么是休闲规划? 休闲规划不在于你在空闲时间做什么,而在于你怎么做。它要求你带着目的性和成长型思维,去安排自己本来就喜欢做的事情。规划休闲活动,意味着使 其: 1)帮助你设定个人目标 2)促进社交联系 3)培养技能或让你学到东西 虽然这些准则较为宽泛,但在实际操作中有多种实现形式。 但由于这些研究只是观察人们原本的行为,我们决定再进行一项实验,让之前没有进行休闲规划的参与者参与相关行为,并检验结果。 在一项为期四周的随机试验中,我们将25 ...
DeepSeek不发V4,六小龙不敢过年
3 6 Ke· 2026-02-12 00:26
Core Insights - DeepSeek is evolving beyond being just a "chatbot" base and is optimizing its large model's energy efficiency through architectural innovations, as evidenced by the recent release of new models and frameworks [1][3] - The competitive landscape is intensifying, with DeepSeek's new models being crucial for maintaining its industry position against major players like Google and OpenAI [1][2] Group 1: Technological Developments - In January 2024, DeepSeek released the Engram architecture, which separates "conditional memory" from "computation," aiming to reduce errors and save computational power [3] - The new model, referred to as MODEL1, is speculated to either be a lightweight model suitable for edge devices or a "long-sequence expert" designed for processing lengthy documents or code [3] - DeepSeek's commitment to cost-effective AI solutions is evident, as it aims to lower token costs, making AI development more accessible to a broader range of developers [4] Group 2: Market Position and Competition - The release of new models is seen as essential for DeepSeek to avoid falling behind competitors like Gemini 3 and GPT-5, which have demonstrated superior performance in various benchmarks [7][8] - Despite DeepSeek's strong position in the open-source community, the company faces pressure from the rapid advancements of closed-source models, which could lead to a loss of developer loyalty [10][11] - The competitive dynamics are shifting, with major internet companies increasing their investments in AI, potentially impacting DeepSeek's market share and the overall landscape for domestic AI companies [13][14] Group 3: Ecosystem and Community Impact - DeepSeek's open-source models, such as DeepSeek-V3 and R1, have gained significant traction, accounting for over half of the open-source token throughput in a short period [8][9] - The company has established a decentralized and pragmatic technical ecosystem, attracting developers interested in self-controlled and private deployments [4][6] - The ongoing developments in the open-source AI community are reshaping the narrative around Chinese AI capabilities, with DeepSeek playing a pivotal role in this transformation [5][6]
又一AI芯片独角兽诞生,00后创办,融资15亿元,成立不到2年
3 6 Ke· 2026-02-12 00:20
芯东西2月11日消息,据外媒今日报道,一家由00后创办的神秘英国AI芯片创企Olix,已获得2.2亿美元(约合人民币15亿元)融资,估值超过 10亿美元(约合人民币69亿元),跻身独角兽企业。 Olix(此前名为Flux Computing)成立于2024年3月,总部位于英国伦敦,由James Dacombe创办,计划开发比英伟达GPU更快、更便宜的AI芯 片。 Olix在官网分享了其芯片设计思路: 现有GPU架构已接近物理极限,当前硬件从根本上来说无法同时为每个用户提供快速推理。 James Dacombe今年25岁,同时也是英国脑监测创企CoMind的创始人兼CEO。CoMind是他18岁时创立的,并已融资1亿美元(约合人民币7亿 元)。 ▲James Dacombe 针对AI推理需求,Olix正在打造一种新型AI芯片,目标是高吞吐量和高交互性,以应对最苛刻的推理工作负载,并且不受当今AI芯片的架构和 供应链限制。 Olix光学张量处理单元(OTPU)是一款采用新型存储器和互连架构的光学数字处理器。 其团队相信,将SRAM架构与光子学相结合,可以在每兆瓦吞吐量和总拥有成本方面超越基于HBM的架构,并且在交 ...
大疆的敌人,为什么忽然变多了?
3 6 Ke· 2026-02-12 00:08
Core Viewpoint - The competitive landscape for DJI is changing as new players like Vivo and影石 are entering the market, challenging DJI's dominance in the drone and handheld camera sectors. This shift indicates a move from professional-grade equipment to consumer-friendly products that prioritize ease of use and social sharing over technical specifications [1][2][9]. Group 1: Emerging Competitors - Vivo has initiated a Vlog camera project, directly competing with DJI's Pocket series, indicating a shift in strategy among competitors who previously avoided direct confrontation with DJI [2][4]. -影石's founder has openly criticized DJI, reflecting a growing confidence among competitors to challenge DJI's market position [2][4]. - Competitors are now focusing on user experience and fun rather than just technical performance, which has historically been DJI's strength [4][9]. Group 2: Market Trends - The global consumer drone market is expanding, with the fastest growth seen in entry-level products priced around 3,000 yuan, which prioritize lightweight design and social sharing capabilities [6]. - DJI's focus on flight stability and technical excellence may hinder its appeal in a market that increasingly values aesthetic output and user-friendly features [6][9]. - The entry of smartphone manufacturers into the handheld camera market represents a significant threat to DJI, as these companies possess advanced imaging algorithms and supply chain capabilities [13][14]. Group 3: Shifting Consumer Preferences - The consumer market is evolving, with users now prioritizing ease of use and immediate satisfaction over technical specifications, which poses a challenge for DJI's traditional product philosophy [10][18]. - DJI's historical focus on high-performance specifications may not resonate with a new generation of consumers who seek visually appealing content rather than purely technical excellence [18][19]. - The competition is increasingly about emotional value and user experience, contrasting with DJI's previous emphasis on hardware superiority [21][22]. Group 4: Strategic Implications for DJI - DJI must navigate the challenge of maintaining its technological edge while adapting to a market that values user experience and emotional connection over technical specifications [18][19]. - The company faces a dilemma: whether to continue focusing on its established technical strengths or to pivot towards meeting the more nuanced demands of a broader consumer base [18][20]. - The competitive landscape is evolving, and DJI may need to adopt a more consumer-oriented approach to remain relevant in a rapidly changing market [20][22].
2026春节档前瞻:木鸟途家美团的博弈
3 6 Ke· 2026-02-12 00:08
Core Insights - The 2026 Spring Festival holiday, lasting 9 days from February 15 to February 23, is expected to significantly boost the homestay market, with a projected 79.6% increase in orders compared to the previous year [1] - The competition among three major platforms—Muniu, Tujia, and Meituan—highlights differentiated strategies aimed at expanding the overall market [1][12] Muniu Homestay - Muniu is anticipated to be the most stable player during the 2026 Spring Festival, with a strong order growth forecast of nearly 80% [4] - The platform focuses on unique offerings such as "internet celebrity homestays" and "flash booking," catering to the quality demands of the 95s generation and family travelers [4] - Muniu's promotional strategy includes a dual discount system, offering a 110 yuan coupon for users, which is expected to support overall order growth [4] Tujia Homestay - Tujia's strategy revolves around "stay discounts" and "group rentals," targeting family and business travelers [5] - The platform's stay discount package offers competitive pricing, with a two-night stay in Beijing priced at 1,322 yuan after a 239 yuan discount [5] - Tujia faces challenges due to the scrutiny of its parent company, Ctrip, which may impact its order growth during the festival [6] Meituan Homestay - Meituan has integrated its hotel and homestay offerings into a unified travel platform, which may dilute its homestay identity [6] - The platform targets young people with group stay promotions, but its inventory primarily consists of budget accommodations, raising concerns about the diversity of its offerings [6] - Meituan's market share has declined amid competition with Taobao, affecting its overall traffic and promotional visibility [6] Market Trends - Family travel remains a key focus for the 2026 Spring Festival, with two-bedroom and larger accommodations accounting for 64% of orders, up 5% from last year [9] - The rise of quality family trips and long-stay guests aligns with the current market dynamics [10] - The competition among the three platforms reflects a broader trend of diversifying customer segments, with each platform targeting different demographics and needs [11][12]
影石确认上半年发布云台相机Luna
3 6 Ke· 2026-02-11 23:29
Core Insights - The company YingShi Innovation held its annual meeting on February 11, where founder Liu Jingkang announced the upcoming release of a cloud gimbal camera in the first half of the year, along with the unveiling of its first handheld cloud gimbal camera named "Luna" [1] - YingShi has invested several million yuan in the research and development of modular handheld cloud gimbal cameras since 2023 [1] - Liu Jingkang indicated that due to sustained high-intensity R&D investments, the number of new products in 2025 is expected to reach a record high since the company's establishment, with projections for 2026 to exceed the number of new products in 2025 [1]
意志力不靠谱,建立“系统”才是职场与人生制胜的真正秘诀
3 6 Ke· 2026-02-11 23:22
神译局是36氪旗下编译团队,关注科技、商业、职场、生活等领域,重点介绍国外的新技术、新观点、新 风向。 编者按:系统能消除不必要的心理抉择,让良好的习惯根深蒂固。本文来自编译,希望对您有所启发。 [图片来源:Monster Ztudio/Adobe Stock] 我曾立誓:每日完成"首要任务"前绝不查看邮件。但终究未能坚持下去。每天早上,我总是忍不住伸手拿手机。 意志力远远不够。大脑天生倾向选择阻力最小的路径,每天靠意志力去对抗这种本能是行不通的。如今我依靠系统。 我建立了一个工作仪式:每天上午9点至12点完成最重要的任务(MIT,most important tasks)。 我会在前一晚就规划好MIT日程,准时开始工作。90%的时间都在固定地点执行。长期坚持后,这已然成为一种自动 驾驶模式。三小时的专注时段无需额外动力。我不再依赖意志力维持"高效",而是依靠系统引导方向。目标关乎期望 结果,系统则是实际遵循的流程。你的目标可能是"写一本书",而系统则是"早上7点打开笔记本电脑,完成200字写作 后再处理其他事务"。 系统能让良好的习惯根深蒂固。因为系统消除了多余的心理抉择,让你专注于有意义的任务。若日程或环 ...
只会写文档的产品经理没有未来,AI编程智能体正在终结“翻译官”时代
3 6 Ke· 2026-02-11 23:16
Core Insights - The role of Product Managers (PMs) is undergoing a significant transformation due to advancements in AI, shifting from a translation role to one focused on problem definition and product taste [1][3][15] - The traditional process of creating detailed requirement documents is being replaced by a more streamlined approach where clear problem statements are directly fed to AI agents, resulting in faster product iterations [5][11] Group 1: Changes in Product Management - The essence of a PM's job has shifted from translating customer needs into specifications to refining intentions so that AI can take action directly [4][11] - The time taken to move from "knowing what to do" to "having it done" has drastically reduced, with the entire cycle now potentially taking just hours instead of weeks [5][6] - The pace of product releases is accelerating, with companies launching products at a speed comparable to years of previous AI advancements [6] Group 2: New Skills for Product Managers - Problem shaping has become a core skill, requiring PMs to clearly articulate customer pain points for AI agents to act upon [7] - Context curation is essential, as the quality of AI outputs is directly proportional to the quality of the context provided by PMs [7][8] - Evaluating the quality of AI-generated outputs has become crucial, as PMs must discern between technically feasible solutions and those that genuinely address user needs [8][9] Group 3: Evolving Workflows - The traditional workflow of PMs is being replaced by a new model where they collaborate with AI to develop and iterate on products in real-time [11][12] - PMs are encouraged to embrace ambiguity and explore various solutions before locking in on a single approach, allowing for more innovative outcomes [12][14] - The focus is shifting from merely documenting requirements to deeply understanding problems, which enhances the value of PMs in the AI era [15][16]