混沌学园
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28岁融资过亿,他说大语言模型已“撞墙”,3D是蓝海
混沌学园· 2025-10-01 11:58
Core Viewpoint - The evolution of large language models has slowed down, creating space for the flourishing of AI applications and agents, while 3D models are just beginning to emerge as a blue ocean opportunity [5][70]. Group 1: Company Overview - VAST is a company focused on AI 3D model development, with its product Tripo allowing users to generate complete 3D content from text, images, or multimodal inputs [13][46]. - The company has successfully completed three rounds of financing, each raising tens of millions of dollars [14]. Group 2: Product Development - Tripo 3.0, launched in August, represents a significant advancement, enabling direct use in various industries without requiring users to have prior knowledge of 3D modeling [46][47]. - The transition from Tripo 2.0 to 3.0 involved extensive work on data, algorithms, and system optimization, resulting in improvements in controllability, success rates, precision, and performance [47][49]. Group 3: Market Position and Strategy - The company aims to create a user-friendly 3D creation tool to lower barriers for creators, addressing the lack of accessible tools for 3D content generation [73][96]. - VAST's strategy includes developing both foundational models and applications, allowing for closer user feedback and guiding future model iterations [71][72]. Group 4: User Insights and Applications - The company has engaged with around 1,000 users to gather insights, discovering diverse applications beyond initial expectations, such as in design and art [99][100]. - Tripo Studio has already contributed over half of the company's revenue, indicating strong market demand and user engagement [98]. Group 5: Future Vision - The future of 3D content creation is envisioned as a platform where everyone can participate, similar to the evolution of video and photo sharing in the past decade [79][80]. - The ultimate goal is to transition from a compressed form of content creation to a more natural, 3D-based interaction, reflecting a broader trend in technology towards "decompression" [108][109].
李善友:“疯狂”的马斯克,为什么总是创造奇迹?
混沌学园· 2025-09-30 11:58
他是这个时代最受瞩目的创新者,也是一路走来充满争议的梦想家:从SpaceX的可回收火箭,到特斯拉的电动汽车,再到星链与火星计划——埃隆·马斯 克走过的,远非一条坦途,但也拓宽了人类对技术、商业与未来的想象。 更重要的是,从马斯克的人生中,我可以看到几个重要的哲学命题:驱动一个人不断突破的真正动力,到底是什么?在看重现实利益的年代,理想主义是 否还能走得通?我们又能从马斯克的经验中,学到哪些实实在在的思维方式和行动原则? 上周六,混沌创办人李善友教授深度拆解了埃隆·马斯克的"英雄之旅"与第一性原理思维,揭示了他如何用使命、理念与工程思维,点燃自己、也点燃一个 时代。 以下是课程笔记(文章占课程内容的1/5 ) : 授课老师丨 李善友 混沌创办人 支持丨 混沌前沿课 编辑丨 混沌商业研究团队 马斯克——理念型创业者的源动力 英雄之旅:马斯克的非凡人生 大家好,今天我想和大家聊聊埃隆·马斯克,如果要加一个副标题,我想应该是"点燃内心的火焰"。 在我看来,马斯克的经历堪称一场典型的英雄之旅——对大多数人来说,一生做成一件事已很了不起,但马斯克一生却做了许多事,至今仍在探索前行, 非常了不起。 马斯克用什么方法取得巨大 ...
周鸿祎对AI的8个判断
混沌学园· 2025-09-29 11:58
Core Viewpoints - AI is not a miracle but a tool that must be integrated with specific business applications, evolving gradually rather than rapidly [4][5] - The real opportunity lies in vertical fields rather than general artificial intelligence, which is deemed unrealistic [5][6] - Human-machine integration is inevitable, and humans should adapt by enhancing their capabilities with technology [6][7] AI as a Tool - AI should be viewed as a system of tools that can be built progressively and must be combined with specific business needs [5] - The evolution of AI is similar to human brain development, relying on knowledge transfer, slow thinking, tools, and collaboration [5] Vertical Opportunities - AI startups should focus on niche markets, solving specific pain points to ensure stable delivery and payment willingness from small and medium enterprises [5][6] Human-Machine Integration - The concept of "if you can't beat them, join them" suggests that humans should enhance themselves with technology, such as nanobots, to coexist with machines [6][7] Revenue Models - Charging for AI services is essential for sustainability, as the costs associated with AI tokens are high and will increase with usage [7][8] - The free model that worked for software is not applicable to AI due to the high costs of token consumption [7] Differentiation in AI Development - Companies should avoid investing in general large models due to the high costs, emphasizing the importance of specialized models for different functions [8] Cultural Barriers to AI Adoption - The main barrier to AI adoption is not technology but cultural habits and user understanding, with many users struggling to interact effectively with AI [9] - Current AI products are criticized for being too technical and not user-friendly, failing to accommodate the communication styles of average users [9] AI and Energy Challenges - The pressing issue of energy scarcity could be addressed through AI, particularly in achieving breakthroughs in nuclear fusion [10] Preparedness for AI Impact - Concerns are raised about society's readiness for the employment disruptions caused by AI, emphasizing the need for interdisciplinary collaboration to address these challenges [10]
即将发生一件大事!
混沌学园· 2025-09-29 11:58
即将发生一件大事! 混沌2025AI应用成果大课(含大展)将于 10月31日至11月2日在 江苏无锡飞马水城举办 ,届时, 全国2000多位AI创新者与AI领域的著名企业家、投资 人、AI创新专家将参与其中。 如果你不想错过AI时代的红利; 如果你正在寻找AI落地的系统方案; 如果你渴望与2000多位AI先行者学习; 那么,这场大课,你绝对不要错过! ✦ • ✦ 自度集团执行副总裁 百度智能云事业群总裁 混沌 2025 Al 应用成果大课 10/31-11/2 江苏 · 无锡飞马水城度假区 这次大课有5大亮点: 1.看 200多个 AI创新企业的实战案例路演 过去6个月,混沌深度陪跑2300位同学企业实战AI,积累了 200+真实行业案例, 覆盖制造、零售、教育、互联网、医疗等行业 。在分会场,他们将围绕 各自案例路演,可借鉴的内容非常丰富。 2.听 AI大咖课+知名投资人点评AI方案 全国多位 AI领域 成功的企业家 深度剖析自己企业的案例, 分享他们的 AI实战心得。同时有多位知名投资人现场对优秀同学案例点评,这些行业洞见,可 以让你明白自己方案的可行性和未来前景,让你少走弯路。 台六日々 半年 一 / ...
从「测测」看创业新思路:如何用AI撬动千亿情感市场,并构建可持续商业模式?
混沌学园· 2025-09-28 11:58
Core Viewpoint - The article discusses the challenges faced by industries that heavily rely on human resources, such as psychological counseling, education, and legal services, highlighting the difficulty of balancing quality, scale, and cost [2][3]. Group 1: Industry Challenges - Industries like psychological counseling are trapped in a triangle dilemma where ensuring quality leads to high costs, scaling up compromises service quality, and balancing both can be financially unfeasible [2]. - The traditional one-on-one counseling model is costly and cannot meet the demands of the information age, leading to a bottleneck in service delivery [7]. Group 2: Innovative Solutions - The company "测测" has developed a unique approach by utilizing AI tools like astrology and tarot to attract users, amassing 46 million users over ten years and creating a psychological model approved by the National Internet Information Office [3][10]. - "测测" employs a dual-track mechanism of "AI screening + human intervention," where AI handles frequent, low-threshold emotional support, allowing human counselors to focus on complex cases, thus reducing service costs by 50% [10]. Group 3: Business Model - "测测" operates a B2C and B2B/B2G dual-driven business model, creating an emotional ecosystem that supports both individual users and organizations [14][19]. - The company has established a "flywheel effect" where user engagement through free psychological tests leads to monetization via detailed reports and professional consultations, lowering the barrier for initial user engagement [17]. - The "心元" model, developed by "测测," is based on over 100 million pieces of real emotional data, making it more adept at understanding human emotions compared to other models [20]. Group 4: Entrepreneurial Insights - The article suggests that industries reliant on human labor should seek standardization opportunities, as many service sectors have potential for technological restructuring [21]. - It emphasizes the importance of defining AI's role in emotional services, allowing it to handle basic support while leaving complex emotional interactions to human professionals [22]. - The transition from solving a single problem to building an ecosystem is crucial, as it allows for a broader range of services and revenue streams, enhancing business resilience [23].
英伟达千亿豪赌OpenAI;混沌HDDI商业智能体亮相云栖;红杉揭秘95%企业AI应用失败真相 | 混沌AI一周焦点
混沌学园· 2025-09-28 11:58
Core Insights - The article discusses the introduction of the HDDI, an AI-driven consulting tool by Hundun, aimed at transforming business strategy decision-making and making professional consulting services more accessible to small and medium enterprises [2][3]. Group 1: HDDI Features and Functionality - HDDI integrates Hundun's unique innovation theory framework and a decade's worth of case studies, functioning like a real consulting advisor [3]. - It shifts the business service model from a one-time project basis to a subscription-based partnership, providing continuous strategic support [3]. - The tool can help decision-makers identify core issues through guided conversations and generate comprehensive analysis reports within minutes, including feasibility assessments and implementation paths [6]. Group 2: AI Trends and Market Dynamics - Sequoia Capital's research indicates a "productivity paradox" with only 5% of companies deriving significant value from generative AI, while 95% see minimal benefits due to static tools that fail to integrate deeply into business processes [8]. - The AI landscape is witnessing a shift where AI is replacing entry-level jobs, emphasizing the importance of experienced employees' tacit knowledge as a competitive advantage [8]. - The article highlights the need for entrepreneurs to develop AI agents that can learn and integrate into backend processes, moving towards a business outcome-based pricing model [8]. Group 3: Major Industry Developments - Nvidia's strategic partnership with OpenAI involves an investment of up to $100 billion to build AI data centers, marking a significant advancement in AI infrastructure [17][23]. - The launch of the Dimensity 9500 chip by MediaTek represents a breakthrough in edge AI capabilities, with a 111% performance increase and a 56% reduction in power consumption [19][24]. - The article emphasizes the competitive landscape where large companies are integrating AI into their core products, creating new opportunities for startups to provide specialized AI solutions [20].
靠近厉害的人,你才能慢慢变得厉害
混沌学园· 2025-09-27 11:57
人类文明的进程,并非孤胆英雄的单向叙事,而是无数个体在相互联结中激发潜能、共同跃迁的壮阔史诗。 纵观历史,一个反复被验证的规律是:个体的卓越,往往源于他选择置身于一个由卓越个体构成的网络之中。 靠近厉害的人,你会在潜移默化中被"赋能",在协同作战中被"重塑",最终,遇见一个更强大的自己。 刘邦带领的创业团队,最为典型。 文 /真象 混沌商业研究团队 张良:从复仇志士到古代第一谋士 在辅佐刘邦的过程中,张良的视野从复韩的单一目标,扩展到了"平定天下,建立新秩序"的宏大格局。他的角色也从一名谋士,进化成了战略家。他不再只是提 出孤立的计策,而是能够运筹帷幄,决胜千里,系统地规划整个集团的长期发展路径。 正是靠近并融入刘邦这个充满活力的政治军事集团,张良的才能才得以从"术"的层面,升华到"道"的境界,成就了"千古第一谋士"的美名。他的"厉害",是在与 刘邦及其整个团队的复杂互动中,被充分激发和塑造出来的。 韩信:从落魄浪子到兵仙 韩信早期的经历更为坎坷,他投奔项梁、项羽,均未受重用,才华完全被埋没,"官不过郎中,位不过执戟"。此时的韩信,空有惊世之才,却无施展的舞台,如 同宝剑藏于匣中,黯淡无光。 转投刘邦,尤其是 ...
我们想看到你的AI产品!丨展位招募
混沌学园· 2025-09-27 11:57
如果你不想错过AI时代的红利; 如果你正在寻找AI落地的系统方案; 如果你渴望与2000多位AI先行者学习; 那么,这场大课,你绝对不要错过! 混沌2025AI应用成果大课(含大展)将于 10月31日至11月2日在 江苏无锡飞马水城举办 ,届时, 全国2000多位AI创新者与AI领域的著名企业家、投资人、AI创新专家将参与其中。 这次大课有5大亮点: 1.看 200多个 AI创新企业的实战案例路演 过去6个月,混沌深度陪跑2300位同学企业实战AI,积累了 200+真实行业案例, 覆盖制造、零售、 教育、互联网、医疗等行业 。在分会场,他们将围绕各自案例路演,可借鉴的内容非常丰富。 2.听 AI大咖课+知名投资人点评AI方案 全国多位 AI领域 成功的企业家 深度剖析自己企业的案例, 分享他们的 AI实战心得。同时有多位知 名投资人现场对优秀同学案例点评,这些行业洞见,可以让你明白自己方案的可行性和未来前景,让 你少走弯路。 3.参加工作坊, 现场 向 50位AI教练 免费 问诊 在工作坊, 你可以针对业务痛点现场向 AI教练 免费问诊,最终产出可执行的AI解决方案。混沌的AI 教 练既是深耕行业的商业精英与 ...
混沌HDDI亮相2025云栖大会:以AI重构商业决策范式
混沌学园· 2025-09-26 12:07
9 月 24 日 -26 日,以 " 云智一体 · 碳硅共生 " 为主题的 2025 云栖大会在杭州召开。作为中国云计算产业的风向标,本届大会汇聚全球顶尖科技力 量,深入探讨 AI 技术演进与产业落地。混沌学园受主办方阿里云邀请,携旗下三款 AI 商业创新产品 —— Hundun Deep Innovation ( HDDI ) 、 混 沌 AI 院 及 混沌 APP 亮相前沿应用馆,其中全球首款战略咨询 AI Agent 的发布引发行业关注。许多人的第一反应是好奇与审视,一家以商学教育闻名 的机构,为何以及如何跨入了 AI 应用的最前沿? 下面,混沌君就带你深入了解下混沌 HDDI 是如何诞生的,它的产品逻辑、技术底座及其背后所承载的商业使命是什么。 重新定义战略咨询 秋日的杭州,再次因云栖大会成为全球科技界的焦点。作为大会的核心区域之一,前沿应用馆汇聚了 AI 技术在各行各业的落地成果,从智慧零售到智能制 造,琳琅满目,展现着 AI 赋能产业的巨大潜力。 在众多致力于提升具体业务环节效率的应用之中,混沌的展台以其独特的切入点,吸引了大量企业决策者的目光。它正是混沌此次亮相的核心产品:混沌 商业创新智能体( ...
李善友:为什么马斯克的“疯狂”想法,总能变成商业奇迹?
混沌学园· 2025-09-25 11:57
"今天想引导大家一个角度,就是马斯克用什么样的办法做出这么大的事情出来。他的认知的方式,他做事情的方法,如果能做出这么大的 事情,是不是也可以来做我自己的那番事呢?" 他真正的超能力是什么?那股驱动他以一己之力对抗国家机器、颠覆百年行业的底层力量,究竟从何而来? 这一次,混沌创始人李善友教授将带我们潜入深海,以SpaceX为解剖刀,拆解他从0到1构建宏伟事业背后的第一性原理与终极追求。善友教授坚定的认 为,真正定义我们事业高度的,不是我们解决了多大的市场问题,而是我们敢于拥抱多大的梦想。 这堂课善友教授将邀请你一起思考:如何找到并点燃那份属于自己的"真理念",掌握那套将疯狂愿景变为商业现实的底层方法论,并将其应用于你的事业 与人生。 4 / SAT. 27 09:00 SEP. 扫码预约直播 ——李善友 当全世界都在谈论埃隆·马斯克时,我们究竟在谈论什么? 是那个将PayPal卖出1.8亿美元,实现财富自由的互联网新贵?还是那个转头就把所有钱投入"烧钱无底洞"的火箭和电动车,被所有人嘲笑的疯子? 我们模仿他的商业模式,分析他的技术路径,但似乎总隔着一层纱。我们学得到他的"术",却触不到他的"道"。 ►解锁事业 ...