2022年底，OpenAI的ChatGPT横空出世，在科技界掀起轩然大波。许多人惊呼，像Grammarly这样的写作辅助工具前景堪忧——毕竟，这家拥有超过3000万日 活用户的写作辅助工具，一夜之间显得无比脆弱。它的核心业务：修正语法、润色句子，突然变成了新兴AI巨头们的一项基础功能。 许多人预测它会就此衰落。但Grammarly不仅活了下来，还完成了一次极其精彩的战略反击。 面对颠覆性的基础模型，应用公司如何生存并构建新的护城河？Grammarly的转型提供了一份绝佳的实战剧本。因此，本周混沌AI君将为你深度解读，希望能为 所有AI时代的同行者带来启发与借鉴。 更重要的是，Grammarly 深度嵌入用户日常写作场景 。它以浏览器插件、应用内嵌等形式，与 超过50万款应用和网站集成 ，几乎覆盖任何有文字输入的角落。 这种无处不在的存在，被Grammarly团队称为构建了一条"AI高速公路"——AI能力通过这条高速公路输送到用户工作的每一个地方。从这个意义上说， Grammarly早已不是一个孤立的工具，而更像是用户写作流程中的基础设施 。 大模型来袭：危机还是转机？ 当ChatGPT等通用大语言模型崛起时， ...

本周AI商业焦点必读 (2025.9. 12 -9.1 9 ) 2025年9月19日 1、「重磅消息」 宿敌变盟友，英伟达50亿美元入股英特尔联手打造CPU+GPU超级芯片 3、「趋势前瞻」 AI人才缺口超500万，行业竞赛正成为顶尖人才的新试金石 在PC领域，英特尔将推出集成英伟达RTX GPU的全新x86系统级芯片（SoC），旨在打造前所未有的集成 式笔记本电脑。 对于数据中心，英特尔将为英伟达构建定制版x86 CPU。这一历史性的合作打破了两家公司长期的竞争关 系，被市场视为重塑PC和AI基础设施格局的关键一步。 面对全球AI人才的严重短缺和硅谷天价挖角潮，一种新的人才筛选机制正在兴起。目前中国AI人才缺口已超 500万，供需比达1:10。在这种背景下，仅仅依靠高薪挖人已难以为继，锚定真实行业场景的垂直类AI大赛正成 为企业发现和培养复合型人才的有效通道。 以AFAC2025金融智能创新大赛为例，通过产学研联合，设置源于一线业务的真实难题，能够有效检验参赛者 结合AI技术与行业知识解决实际问题的能力，为行业输送真正具备实战能力的AI人才，并逐步建立起中国自己 的人才培养与选拔标准。 芯片巨头英伟达与英特 ...

你是否见过一家估值15亿美金、增长最快的明星公司，在短短半年内商业模式几乎崩塌？ 这不是危言耸听，这是前智谱AI COO张帆老师，在我们课堂上分享的一个真实故事。 故事的主角叫Jasper，一家用AI写广告文案的公司。在AI浪潮之初，它凭借惊艳的技术，一度成为资本的宠儿，"年度收入达到4000万美金，而且毛利极高，看起 来这是一个极好的生意"。 然而，转折来得猝不及防。 2022年11月，ChatGPT发布。仅仅一个月后，Jasper的访问量骤降40%。半年后，这家曾经的独角兽开始裁员转型，逐渐淡出人们的视野。 "它的模型含量太高了，" 张帆老师一针见血地指出， "导致它的壁垒很低，模型的每一次发布和迭代都有可能导致它的商业模式被覆盖掉。" 与此同时，另一家公司Notion，同样拥抱了AI，结局却截然不同。AI的出现，非但没有伤害它，反而成了它的"助力"，用户数从3000万暴涨到一个亿。 为什么同样踏上AI的浪潮，一家沉没，一家远航？ 为了帮助大家看清这场变革的底层逻辑，我们特邀 前智谱AI COO、混沌学园6期同学张帆老师 ， 带来这堂《大模型的商业新范式》主题分享。 为了回答这个问题，张帆老师为我们规划了 ...

不办卡不推销，"酷"出全国二百多家门店，这家健身房就是超级猩猩。 在过去几年中，超级猩猩以这种商业模式，重塑了中国健身行业的成本结构与用户体验。从"城市运动橱窗"理念，到疫情期间推出"超猩家里蹲"；从单日用户充 值破亿，到果断关店、重塑标准。这家企业的每一步，都伴随着清醒的自我觉察与大胆的革新勇气。 它的成长路径，为众多创业者提供了一份珍贵的样本：当企业遭遇增长瓶颈、文化稀释甚至生存危机时，该如何找回初心、重建组织韧性？ 超级猩猩联合创始人&CEO跳跳深谙草根团队的创造力与爆发力，在现金流极度紧张时仍坚持"做很酷的事"。 上周六，跳跳再次来到混沌课堂，分享课程《如何让自己和公司都活好——超级猩猩的公司治理实践》。 课程中，她深入梳理了超级猩猩从爆发、困境到重塑的关键阶段，解读其如何通过组织创新与文化建构，在高度内卷的健身行业中持续领先。这不仅回应了"什 么样的企业文化才能真正支撑企业长期增长"这一经典命题，更示范了如何让价值观落地为执行力，让一群彼此欣赏的人，在创造中感受幸福，在拼搏中实现商 业回报。 以下是课程笔记： 出乎意料的发展速度 超级猩猩是中国健身行业零售制按次付费模式的开创者。在2014年至201 ...

Core Viewpoint - The article emphasizes the complexity and diversity within the elderly population in China, challenging the common narratives of aging as a homogeneous experience and highlighting the need for a nuanced understanding of their needs and behaviors [3][9][20]. Demographic Changes - Global population structures are undergoing significant changes, with median ages rising in both developed and emerging economies. By 2075, the median age in developed economies is projected to reach 47 years, while in emerging economies, it will be around 40 years [5]. - Life expectancy has increased globally, with the average rising from 62 years to 75 years over the past 50 years. In developed economies, it has risen from 72 years to 82 years, and in emerging economies, from 58 years to 73 years [7]. Aging in China - By the end of 2024, the elderly population (aged 60 and above) in China is expected to reach 310 million, accounting for 22% of the total population. The proportion of those aged 65 and above will be 15.6%, indicating that China has entered a deep aging society [9]. - The speed of aging in China is unprecedented, with the transition to a deep aging society occurring in just 21 years, compared to much longer periods in other countries [9]. Definition of Aging - Aging is a natural biological process experienced by nearly all animals. The concept of "elderly" has evolved from being a symbol of wisdom and authority in primitive and agricultural societies to a defined life stage in modern welfare states [15][16]. Internal Diversity of the Elderly Population - The elderly population in China is characterized by significant internal diversity, with varying experiences and backgrounds leading to different consumption behaviors and needs. This diversity is more pronounced than in previous or subsequent generations [18][20]. - Historical events and socio-economic changes have created distinct cohorts within the elderly population, leading to varying levels of education, health, and economic stability [21][24]. Consumption Patterns - The elderly population holds substantial wealth, with approximately 20% of global wealth owned by those aged 75 and above. In China, the total wealth of individuals aged 60 and above reached 78.4 trillion yuan in 2023 [28]. - The elderly exhibit a high savings rate of 60%, indicating a strong tendency towards precautionary savings. Their consumption patterns are influenced by their income, health status, and life experiences [29][31]. Market Opportunities - The elderly consumer market in China is vast and complex, with significant opportunities for businesses that can navigate its diversity. However, it is not a monolithic market, and understanding the nuances of different consumer segments is crucial for success [31][76]. - The article highlights the need for tailored products and services that address the specific needs of various subgroups within the elderly population, rather than a one-size-fits-all approach [76]. Digital Engagement - There is a significant digital divide among the elderly, with about 52% of those aged 60 and above being internet users. However, many remain excluded from the digital world due to various barriers, including lack of skills and access [78][80]. - The COVID-19 pandemic has accelerated digital adoption among the elderly, with many being forced to learn how to use smartphones and online services for essential tasks [84].

Core Insights - The article highlights a significant turning point in the Chinese AI application market, with ByteDance's Doubao surpassing DeepSeek to become the leading native AI application with 157.42 million monthly active users, reflecting a 6.6% month-over-month growth [2] Group 1: Product Philosophy - The first principle of Doubao's product is to address user needs, focusing on the essential value of AI rather than technical competition, which differentiates it from other AI products [4] - Doubao's approach is more lifestyle and entertainment-oriented, making it accessible for a broader audience, including students and professionals, who use it for various purposes such as companionship and learning social skills [4] Group 2: Business Strategy - Doubao's success is attributed to ByteDance's "great effort leads to miracles" philosophy, leveraging massive traffic, professional data, and algorithmic advantages [6] - The application has benefited from significant advertising investments, with over 625 million ads placed in 2024, amounting to 1.5 billion yuan, enhancing its visibility and user acquisition [6] Group 3: Data and Model Development - Doubao is not a single text model but part of a family of models that includes text, video generation, and real-time voice capabilities, supported by ByteDance's extensive product ecosystem [7][8] - The introduction of the UltraMem sparse model architecture has improved inference speed by 2-6 times and reduced costs by up to 83%, enhancing Doubao's efficiency [7][8] Group 4: User Growth and Data Intelligence - The user base of Doubao has rapidly increased, with daily new users rising from 200,000 to 900,000 between May and July 2024, leading to over 160 million users by November 2024, providing vast data for model optimization [9] - The essence of AI products lies in data intelligence, creating a positive feedback loop where more users generate more data, making the AI smarter and attracting even more users [9] Group 5: Key Takeaways - Doubao's success illustrates the importance of returning to user scenarios, emphasizing that users prioritize practical solutions over technical specifications [10][11] - The core of data intelligence is the data flywheel effect, rather than isolated models, highlighting the need for AI applications to lower usage barriers for widespread adoption [11] - The story of Doubao serves as a reminder that the most fundamental answers often hold the most power in the evolving AI landscape [11]

以下文章来源于腾讯研究院 ，作者胡泳 腾讯研究院 . 腾讯公司设立的社会科学研究机构，依托腾讯公司多元的产品、丰富的案例和海量的数据，围绕产业发展的 焦点问题，通过开放合作的研究平台，汇集各界智慧，共同推动互联网产业健康、有序的发展，致力于成为 现代科技与社会人文交叉汇聚的研究平台。 【 精彩观点整理 】 本文为 基于胡泳 访谈的文字整理 篷"，等到骆驼整个身躯都挤进来以后，人就被完全顶出帐篷了。 文/ 胡泳 北京大学新闻与传播学院教授 本 文转载自公众号"腾讯研究院" 我们可能无法完全量化人工智能对人类整体智力的影响，但是认知卸载导致特定认知技能下降的 担忧，比如个体记忆能力的减退，则是完全合理的。 人机协作有潜在的危险，就是丧失人类的思想主体性。就像"骆驼挤进帐 就当下发展来看，大模型还远远不能够达到我们作为一个"人" 所拥有的那种全部智能和意识… （大模型的智能）几乎只集中在语言智能和部分逻辑推理智能上。 使用人工智能 需要有一个前提条件：TA必须是一个具备超高信息素养的人。 我们的教育体系应该培养会用人工智能工具或者任何工具生产出东西的能力。再往上是沟通协 作、批判性思维、创造力，还有自信心，这些是在 ...

在桶装水行业被巨头与本土品牌割据的红海中，好一桶创始人陈扬凭借对健康饮水的笃定，从鲜奶业务毅 然转型，以 "大桶水到家+一次性空桶" 的差异化定位，避开与全国水企、资本及本土水企的直接竞争。历 经初期免费送水的千万亏损阵痛，他通过供应链优化、高效配送体系与服务升维破局，并拥抱AI布局未 来，走出了一条从区域微型企业向全国品牌迈进的独特创业路。 2025年福建好一桶营收预计将突破3000 万。 笃定赛道：从健康饮水的种子到商业模式的转型 创始人陈扬的创业契机，源自对健康饮水的深刻洞察。高一时期读到的一篇关于水污染导致癌症高发的报 道，在他心中埋下了水与健康关联的种子。二十余年食品行业的从业经历，更让他坚信 "水比鲜奶更重要" 的理念。2018年，他毅然将原本经营的鲜奶到家业务转型为 "天然山泉到家"，笃定这一商业模式的可行 性。 面对农夫山泉、怡宝等行业巨头占据80%以上市场份额的局面，陈扬没有选择正面竞争，而是精准定位： 只做大桶水（12 升以上规格）、空桶不回收、聚焦家庭客户。这一战略决策，让好一桶从诞生之初就避开 了与传统水企的直接对抗。 错位竞争：避开巨头与资本的三重红海 陈扬：福建好一桶家用山泉创始人 ...

Core Viewpoint - The article discusses the rise and challenges faced by Yang Zhilin, the founder of Moonshot AI, highlighting his journey from a top student to a prominent figure in the AI industry, and the competitive landscape shaped by DeepSeek's emergence. Group 1: Company Overview - Moonshot AI, founded by Yang Zhilin, focuses on developing advanced AI models, particularly the Kimi assistant, which supports long text inputs and has gained significant attention in the AI community [39][40]. - The company achieved a valuation of $3.3 billion by 2024, driven by its innovative AI solutions and substantial user engagement [42]. Group 2: Industry Context - The AI landscape in China has become increasingly competitive, with the emergence of DeepSeek disrupting the market and challenging existing players like Moonshot AI [45][56]. - DeepSeek's rapid success demonstrated the importance of cost efficiency and open-source strategies in gaining market share, contrasting with Moonshot AI's initial focus on advertising and user acquisition [57][58]. Group 3: Financial Performance - Moonshot AI's Kimi assistant saw a significant increase in monthly active users, rising from 4 million to 12.82 million within six months due to aggressive advertising spending [53]. - Despite the initial growth, the company faced challenges in maintaining its market position as competition intensified, leading to a decline in Kimi's market share [46][52]. Group 4: Technological Advancements - The release of Kimi K2 marked a significant technological advancement, being the first model with over a trillion parameters, which revitalized interest in Moonshot AI [63]. - Kimi K2's performance in evaluations positioned it among the top AI models globally, surpassing competitors and regaining attention in the tech community [64]. Group 5: Leadership and Vision - Yang Zhilin's leadership style emphasizes a blend of technical expertise and creative vision, drawing inspiration from his background in music and the arts [70][84]. - The company's culture reflects a commitment to innovation and a desire to push the boundaries of AI technology, aligning with Yang's long-term vision of transforming the industry [86].

Core Insights - Apple's recent product launch focused on hardware and user experience rather than AI, leading to positive market reception and raising questions about the relationship between AI features and product value [3][5] - The suspension of services by Anthropic and its Claude model in China presents significant opportunities for domestic AI programming tools like Tencent's CodeBuddy and DeepSeek, which are rapidly advancing in the market [4][6] - ASML's $1.5 billion investment in Mistral AI positions it as a leading AI company in Europe, emphasizing the integration of AI technology with semiconductor manufacturing [7][8] - Hinton's optimistic shift regarding AGI suggests a potential for AI to coexist with humanity, highlighting its applications in healthcare while cautioning against exacerbating social inequalities [8] - The AI application market is experiencing rapid growth, with a reported 1.7 billion downloads and a 67% year-on-year increase in in-app revenue, particularly driven by the Asian market [10][15] Business Trends - The rise of domestic AI tools is creating a golden opportunity for market entry as Claude restricts access to China, prompting entrepreneurs to focus on niche markets and customized solutions [18] - Mistral AI's success illustrates the effectiveness of a dual strategy of open-source user attraction and commercialization for revenue generation [19] - Deep integration of AI into vertical industries is essential for survival, as traditional applications face pressure from general AI assistants [20] - Entrepreneurs should monitor capital flows towards high-leverage areas such as AI memory, security, and voice interaction, which can drive broader innovation [21] - The intensifying competition necessitates the formation of cooperative ecosystems that bind partners, developers, and users into a value network [22]