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李飞飞全新「世界模型」问世,单张H100实时生成3D永恒世界
36氪· 2025-10-17 09:47
Core Viewpoint - The article discusses the release of RTFM (Real-Time Frame Model), a highly efficient generative world model developed by World Labs, which can render persistent 3D worlds in real-time using a single H100 GPU [2][4][12]. Group 1: RTFM Features - RTFM operates without explicit 3D representations, generating new 2D images from one or more input images [6][7]. - The model learns to simulate complex physical phenomena like 3D geometry, reflections, and shadows solely from observing training video data [9]. - RTFM is designed around three core principles: efficiency, scalability, and persistence [12][14]. Group 2: Efficiency and Scalability - RTFM can run real-time inference at interactive frame rates with just one H100 GPU, making it a practical solution for current hardware [14][38]. - The model's architecture allows it to scale with increasing data and computational power, avoiding reliance on explicit 3D representations [14][44]. - RTFM is viewed as a "learning renderer," capable of generating new views from 2D images without manual design [46][48]. Group 3: Persistence and Memory - RTFM addresses the challenge of persistence by modeling the pose of each frame in 3D space, allowing for a structured memory of the world [60][64]. - The model employs "context juggling" to maintain geometric persistence in large scenes during long interactions [66][67]. - This approach enables RTFM to generate content in different spatial areas while preserving the context of the generated world [66][67]. Group 4: Future Prospects - RTFM sets a technological roadmap for future world models, emphasizing the potential for real-time deployment on current hardware [69]. - There are exciting directions for expanding RTFM, such as simulating dynamic worlds and enhancing user interaction with generated environments [70]. - The team aims to improve performance with larger models that can operate under higher inference budgets [71].
印度人拥有的2.4万吨黄金,如何搞垮印度经济
36氪· 2025-10-17 00:21
关注中国科技发展与产业升级! 以下文章来源于酷玩实验室 ,作者酷玩实验室 酷玩实验室 . 文 | 酷玩实验室 来源| 酷玩实验室(ID:coollabs) 封面来源 | 视觉中国 黄金,已经彻底疯了。 最近几年,金价暴涨的消息频频上热搜,黄金期货的价格从2022年初的 1800美元/盎司 ,狂飙到了现在的 4000美元 ,屡创新高。 图源 央视财经 "坐在金山上饿死"。 大家最后悔的就是,当年没多买点金子,而金铺们也很痛苦,金价一涨,抑制消费,生意大不如前。 但印度的金铺们似乎并不遵循市场规律, 9月份,印度的黄金的进口量,环比增长近100%,一个月时间买了大约120吨! 这并非一次偶然,受高金价影响,2024年中国的黄金消费量大跌10%,而印度却逆势上涨了6%,其中又以 黄金饰品 对比最明显,中国在全球金饰消费中的 占比,从2024年一季度的38%,暴跌到四季度19%,而印度却从20%涨到了35%, 黄金越贵,越爱买金器。 喜马拉雅山一山之隔,黄金市场冰火两重天。 但有个很反常识的事,印度人手握大量象征财富的黄金,多到令人窒息。根据世界黄金协会的说法, 印度的民间黄金持有量达到了惊人的2.4万吨,约占全 球 ...
8点1氪:三大外卖平台试点取消骑手超时罚款;雷军在小米汽车成都事故后首次公开露面演讲;星链3个月内成缅甸最大互联网提供商
36氪· 2025-10-17 00:21
Group 1 - Three major food delivery platforms have announced trials to cancel penalties for delivery riders exceeding time limits, shifting management from punitive measures to positive incentives [3][4] - JD Delivery has initiated trials in 25 cities including Shenzhen and Nanjing, replacing cash penalties with a "service score" system [4] - Ele.me and Meituan are also implementing similar changes, with Meituan planning to eliminate penalties by the end of 2025 [4] Group 2 - Xiaomi's founder Lei Jun emphasized the importance of unity in the smart connected vehicle industry to resist online misinformation and promote a positive development environment [6] - He called for collaboration in technology innovation and research, focusing on safety, quality, and innovation as foundational elements [6] Group 3 - The State Administration for Market Regulation is seeking public opinion on a draft regulation requiring food delivery platforms to label "no dine-in" merchants [10][11] - The regulation aims to enhance food safety responsibilities and prevent "ghost restaurants" by ensuring that each business operates under a single license [11] Group 4 - Good Products announced the termination of a control transfer, confirming that the controlling shareholder remains unchanged [5] - A large gold mine has been discovered in China, adding over 40 tons of gold resources [5] Group 5 - NIO's executives responded to allegations of securities fraud, stating that the claims stem from previous unfounded accusations and that an independent investigation found no basis for the allegations [15] - The company reported a stock price drop of 8.99% following the news [15] Group 6 - TSMC reported third-quarter earnings that exceeded market expectations, with revenue of NT$989.92 billion (approximately US$331 billion), a year-on-year increase of 30.3% [24] - The net profit reached NT$452.3 billion, marking a record high and a 39.1% increase year-on-year [24] Group 7 - Nestlé announced plans to cut approximately 16,000 jobs over the next two years, representing 6% of its workforce, while aiming to save CHF 3 billion (approximately US$3.77 billion) by the end of 2027 [17] - The layoffs will affect both white-collar and manufacturing positions [17] Group 8 - The first climate tipping point has been reached, with significant coral reef die-offs marking a new climate reality, as reported by a collaborative study from 87 institutions [18][19] - Scientists warn that the world is approaching other critical climate thresholds, including the degradation of the Amazon rainforest and the collapse of major ocean currents [19]
上海具身基金领投、理想出手,具身触觉企业完成亿元融资|早起看早期
36氪· 2025-10-17 00:21
以下文章来源于硬氪 ,作者黄楠 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 拿下头部客户订单, 产品已在场景落地验证与应用。 文 | 黄楠 编辑 | 袁斯来 来源| 硬氪(ID:south_36kr) 封面来源 | 企业供图 硬氪获悉,具身触觉企业千觉机器人Xense Robotics(以下简称"千觉机器人")近日完成亿元级Pre-A轮融资,本轮融资由孚腾资本(上海具身智能基金)领 投,产业方理想汽车、彬复资本和科实资本等头部市场化机构共同参与,高瓴创投、元禾原点、戈壁创投等老股东持续跟投。 融资资金将主要用于技术研发投入、加快产品迭代、团队规模扩充与市场渠道拓展,完善全链路业务布局。这也是"千觉机器人"今年内完成的第三轮,此前 公司曾获得高瓴创投、智元机器人、元禾原点、戈壁创投、璞跃中国、交大菡源基金、小苗朗程等机构投资。随着孚腾资本和理想汽车的加入,将推动其触 觉感知技术在真实产业场景的落地与推广。 "千觉机器人"是硬氪长期关注的企业,2024年5月成立、总部位于上海,公司以多模态触觉感知技术为核心,聚焦智能体灵巧操作领域,通过创新触觉感知 技术、为智能体提供理解真实世界的多模态触觉感知与操 ...
五星酒店卖牛马盒饭,断了多少预制菜连锁的后路?
36氪· 2025-10-17 00:21
以下文章来源于风味星球 ,作者梅姗姗、二狗 风味星球 . 系列纪录片《风味人间》《风味原产地》主创团队 —— 万般生活皆有风味,与更多人一起,吃出世界的辽阔 对抗高价预制菜, 赢家竟是五星酒店? 文 | 梅姗姗、二狗 编辑 | 斯小乐 来源| 风味星球(ID:fengweixingqiu) 封面来源 | IC photo 国庆前的最后工作日,我特地提早下班绕到索菲斯锦苑宾馆。这是成都老牌五星酒店,每次路过这个用巨大石块写着"锦苑宾馆"的巨型建筑群,高级的印象 就会在记忆缭绕。还记得小时候,有次我急着上厕所想往里奔,我爸还不让,骗我说里面厕所要钱。以至于至今我都没进去过。 这几年它"没落"了不少。我猜这也是为什么,会刷到它们卖盒饭摆地摊。 "我们是3:40分到的,东西还没上齐。4点人会开始变多。"网友帖子里清晰写着买盒饭攻略。 10块,16块,都是预制菜连锁都难见的实惠价格。看菜名,还是闽南广东这些成都罕见菜。吃惯了预制外卖的我,顿时被五星酒店盒饭的丰富度和精致度震 惊到。一顿打工人难得的精致晚饭浮现在脑海里:厦门炒面,现炸乳鸽,五星素凉菜。营养均衡不说,50多花得可不比平日外卖的老乡鸡乡村基高级得多? 而且… ...
许家印家族信托「防火墙」崩塌记
36氪· 2025-10-16 13:35
以下文章来源于中国慈善家杂志 ,作者朱兆一 中国慈善家杂志 . 以慈善的角度看中国。中国新闻社主管,中国新闻周刊主办。 躲进复杂的离岸信托架构并不能高枕无忧。 文 | 朱兆一 编辑 | 张旭 来源| 中国慈善家杂志(ID:cnscsj) 封面来源 | IC photo 2025年9月16日,香港高等法院就恒大创始人许家印家族信托案作出历史性判决。法院不仅授权清盘人接管许家印名下资产,还将其通过离岸家族信托持有 的财产一并纳入接管范围。 这一裁决首次明确宣示:当信托被用来规避债务人责任、欺诈债权人时,其"资产隔离"的防火墙将被法律彻底击穿。 此举冻结了许家印可能高达50亿美元 的海外资产,击碎了长期以来一些人对"海外信托绝对安全"的幻想。 这一事件在法律和金融界引起强烈关注,标志着香港法院在大型债务危机中捍卫债权人权益的决心,也为全球高净值人士的资产规划敲响了警钟。 23亿美元的离岸家族信托架构 许家印、丁玉梅夫妇早在恒大暴雷之前据传已为子女搭建起庞大的离岸信托架构。他们在2019年前后在美国设立了高达23亿美元的单一家庭信托基金,指定 两名儿子为受益人。巨额信托资金主要来源是许家印夫妇多年来从恒大获取的股息分 ...
OpenAI「解禁」成人内容,是福是祸?
36氪· 2025-10-16 13:35
Core Viewpoint - OpenAI is expanding its ChatGPT capabilities to include adult content for verified users, aiming to balance user needs with safety concerns [2][5][11] Group 1: New Features and Developments - OpenAI CEO Altman announced a new version of ChatGPT that will be more personalized and interactive, resembling a friendlier AI [3] - The upcoming age classification system will allow for tailored experiences based on user age, including adult content for verified users [5][11] - OpenAI is developing new technologies to provide more freedom and diverse content while ensuring user safety [5] Group 2: Challenges and Ethical Considerations - The rapid development of AI has exposed significant safety issues, including suicide guidance and inappropriate content [7][8] - OpenAI faces criticism for the negative impacts of unrestricted content on various user types [8] - Ethical dilemmas arise regarding AI's role in emotional companionship, particularly for minors, and the potential for dependency on virtual interactions [15]
拆解飞鹤「护城河」:为什么「更适合」这么难模仿?
36氪· 2025-10-16 13:35
飞鹤的63年: 一场关于"更适合"的长期探索。 飞鹤,走过63年。 这个"更适合中国宝宝体质"的品牌,在过去的漫长时间里,时常被审视、被剖析,试图找到"更合适"关键词背后的成功逻辑。 一句深入人心的心智金句背后,并不缺乏模仿者。但真正能够迈过飞鹤护城河的品牌几乎没有。 为什么是飞鹤? 它用数十年时间,回答了一个看似简单、实则复杂的问题,什么才叫"更适合"?就在10月14日,飞鹤举办了"更适合中国宝宝体质"科研突破暨新品发布 会,现场重磅发布了飞鹤"新一代更适合"升级,并宣布即将推出多款"新一代更适合"的婴儿奶粉新品。 这不是一次营销口号的更新,而是站在自身视角对于过往积累的一次系统性复盘。背后的逻辑是清晰的:科研能不能持续、产业能不能自控、实证能不能 量化,决定了"适合"的深度和厚度。 而这,正是飞鹤想要证明的。 63年,成就"新一代更适合" 63年,对于一个乳企来说,不只是时间的长度,更是行业坐标的纵深。 今天的年轻父母,很多人小时候喝过飞鹤;而他们的孩子,正在成为"新一代更适合"的受益者。 从北大荒走出的那一代飞鹤人开始,品牌就把奶粉视为"母亲的事业、良心的事业"。2001年,它确立"更适合"的核心命题; ...
中国银行10月16日全情报分析报告:「中国银行助力宜居城市建设」对股价有积极影响
36氪· 2025-10-16 13:35
Core Viewpoint - The article highlights the positive sentiment surrounding China Bank's recent initiatives and their potential impact on the bank's stock price, emphasizing the bank's role in supporting urban development and innovative financial products [7][15]. Market Performance - On October 16, China Bank's stock price increased by 1.89%, closing at 5.38, with a trading volume of 4.0772 million shares and a turnover rate of 0.19% [5][6][7]. - The stock has shown a 3-day increase of 3.46% and a 5-day increase of 2.87%, with a total market capitalization of 1,733.503 billion [7]. Sentiment Analysis - As of October 16, there were 1,299 pieces of online sentiment data related to the bank, with 908 positive mentions (69.9%), 8 negative mentions (0.6%), and 383 neutral mentions (29.5%), indicating a significantly positive sentiment [8]. Communication Channels - The primary communication channel for the sentiment was WeChat, accounting for 64 mentions (4.93%) of the total [10]. Business Innovations - China Bank's "Housing Finance+" model, which integrates services for home buying, renovation, and parking, is expected to attract more customers and increase business volume, positively impacting the bank's stock price [12]. - Measures such as lowering down payment ratios and extending loan terms are anticipated to stimulate demand in the real estate market, further benefiting the bank's loan business and stock price [13]. - The introduction of loans for non-property parking spaces and customized renovation loans caters to specific customer needs, enhancing business diversity and customer loyalty, which is favorable for the bank's stock [14]. Support for Local Economies - Initiatives in regions like Yantai and Yangzhou, where the bank supports port economies and cultural heritage through financing, are expected to create more business opportunities and positively influence the bank's stock price [14]. Brand Image Enhancement - The bank's initiatives are likely to improve its brand image and market competitiveness, attracting more customers and investors, which is beneficial for the stock price in both the short and long term [15]. Stock Price Impact Analysis - The overall sentiment and initiatives are projected to have a positive short-term impact on the bank's stock price by increasing business volume and revenue, while also contributing to sustainable long-term growth and market competitiveness [15]. Recent Sentiment Rankings - China Bank's recent sentiment influence ranks as follows: 1. Multiple banks engaging in cross-border bond repurchase transactions 2. UnionPay Business collaborating with China Bank for tax refund services 3. China Bank supporting the development of technology enterprises [18]. Professional Insights - The banking sector, including China Bank, is experiencing a favorable market trend, with increased dividend attractiveness and stable earnings, which is likely to draw in long-term investment [21].
天猫双11第十七年:电商大促与AI、大消费的交汇时刻
36氪· 2025-10-16 11:33
Core Viewpoint - The 17th Double 11 shopping festival is set to launch on October 20, with a focus on integrating AI and large consumption strategies to reshape the e-commerce landscape and enhance brand growth opportunities [1][30]. Group 1: Large Consumption Strategy - The integration of instant retail and e-commerce is expected to create new growth opportunities, with the monthly active users of Taobao's flash purchase feature reaching 300 million, a 200% increase since April [6][10]. - The strategy emphasizes the fusion of online and offline experiences, with 37,000 brands and 400,000 stores participating in this year's Double 11, marking a significant contribution from instant retail [8][11]. - The 88VIP membership program is crucial for sustaining growth, with its annual shopping amount being nine times that of non-members, and it has reached 53 million members [10][11]. Group 2: AI Integration - This year's Double 11 marks the first comprehensive application of AI, with six new AI-driven shopping applications launched, enhancing user experience and operational efficiency [12][14]. - AI capabilities have improved product recommendation accuracy by 25%, and the new intelligent coupon system has increased conversion rates by 15% compared to traditional methods [25][26]. - The AI-driven "smart store" concept aims to provide personalized shopping experiences, potentially transforming consumer decision-making processes [27][28]. Group 3: Importance of Double 11 for Brands - Double 11 continues to be a critical platform for brand exposure and growth, with data indicating that premium brands see a relative sales increase during major promotional events [32][33]. - The festival serves as a testing ground for new business models and technologies, influencing the future direction of the digital economy and e-commerce practices [33][34]. - This year's event is positioned as a pivotal moment for brands to leverage AI and large consumption strategies, potentially redefining their growth trajectories [30][34].