Core Viewpoint - Elon Musk plans to significantly reduce future political spending, stating he has already contributed enough and sees no reason to continue investing in politics. Meanwhile, Tesla's sales have reportedly turned around, with Europe being the weakest region, while other areas perform strongly. Musk also announced the upcoming launch of Robotaxi in Austin, Texas, and the establishment of a factory for xAI to accommodate 1 million GPUs [3][4][5][12][19]. Group 1: Tesla's Leadership and Sales Performance - Musk intends to continue leading Tesla for at least the next five years, emphasizing that his control is not financially motivated but rather about ensuring the company's future [6][7]. - Despite facing a decline in sales last year and a significant drop in Europe, Musk claims Tesla has turned the situation around and expects no significant sales shortages [9][10]. Group 2: Political Contributions and Brand Image - Musk will drastically cut political contributions, having donated approximately $250 million during the last election cycle, primarily supporting Trump. This shift may impact the Republican Party's fundraising strategies for the upcoming midterm elections [11][12]. - Musk denies that his political activities have harmed Tesla's brand, arguing that while some left-leaning consumers may have been lost, the company has gained support from right-leaning consumers [13][14]. Group 3: Upcoming Innovations and Developments - Tesla plans to launch Robotaxi in Austin by the end of June, starting with about 10 vehicles and potentially expanding to thousands if successful [16][17]. - xAI will continue purchasing chips from Nvidia and AMD, with plans to build a factory capable of housing 1 million GPUs, indicating a strong focus on AI development [18][19].

Core Viewpoint - The article discusses the launch of the "Agentic AI" era at the Microsoft Build 2025 conference, highlighting significant advancements in AI applications and tools, particularly GitHub Copilot and Microsoft 365 Copilot, which are evolving into autonomous agents capable of executing complex tasks independently [1][3]. Group 1: GitHub Copilot Evolution - GitHub Copilot has transitioned from a code completion tool to an independent "intelligent programming partner" that can autonomously plan, execute, and submit pull requests for complete tasks [3]. - Developers can now assign full tasks to Copilot, which can handle everything from adding new features to fixing bugs through simple dialogue [3]. Group 2: Microsoft 365 Copilot Upgrade - Microsoft 365 Copilot received its largest upgrade, integrating five core modules: Chat, Search, Notebooks, Create, and Agents, enhancing enterprise workflows [4]. - Users can build personalized multi-agent systems via Copilot Studio and publish them to the Agent Store, reaching millions of users on Microsoft Teams and 365 platforms [4]. Group 3: AI Foundry and Infrastructure - Microsoft upgraded the Azure AI Foundry to a comprehensive AI application and agent-building factory, supporting over 1900 models and enabling low-code agent construction [10]. - The Foundry platform is utilized by institutions like Stanford University Medical Center to create multi-agent systems for automating complex medical data integration [10]. Group 4: Windows and Development Tools - Windows introduced significant updates, including Windows AI Foundry and WSL (Windows Subsystem for Linux) becoming open-source, enhancing local model operations and deployment capabilities [12][13]. - VS Code now features an Agent mode, allowing developers to configure environments and deploy applications with simple commands [13]. Group 5: Agentic Web Concept - Microsoft CTO Kevin Scott introduced the "Agentic Web" architecture, emphasizing the development of collaborative web systems that integrate intelligent agents [15]. - The new NL Web language aims to make websites and applications agent-ready, facilitating seamless integration with the MCP protocol [15]. Group 6: AI in Research and Social Impact - The Microsoft Discovery platform aims to accelerate scientific research by providing intelligent agents capable of generating hypotheses and analyzing data [19][20]. - Copilot has shown significant social impact in various sectors, including education and healthcare, with successful implementations in countries like Nigeria and Japan [21][22].

分享一篇文章。 关于Robotaxi、机器人、中国供应链与人才，调研特斯拉后，大摩给出了十点观察 原创 阅读全文 追风交易台 ...

图 点击 上方 硬AI 关注我们 最新调研显示，约14%的美国16岁以上人群现在每天使用ChatGPT、Gemini或Meta AI，较6个月前的11%有所增长。谷 歌的Gemini日活用户和月活用户增幅最大。消费者商业行为正在形成，约25-45%的用户现在利用这些平台进行购物、价 格比较和产品研究。 硬·AI 作者 | 董 静 编辑 | 硬 AI 谷歌的Gemini增长最快 ChatGPT在年轻群体中领先 摩根士丹利称，从日活数据来看，约有3500万美国人每天使用ChatGPT、Gemini或Meta AI。在月度使用 率方面，这三大平台各自吸引了约40%的16岁以上美国人，相当于每个平台约有1亿美国用户。但摩根士 丹利也指出，这其中存在大量重叠用户。 美国生成式AI日活用户达到14%，Gemini增长最快，ChatGPT在16-24岁群体中领先。消费者商业行为正 在萌芽，Gemini略具优势。 据追风交易台消息，摩根士丹利最新调研显示，约14%的美国16岁以上人群现在每天使用ChatGPT、 Gemini或Meta AI，较6个月前的11%有所增长。 其中，谷歌的Gemini呈现出最强劲的增长势头，获得了 ...

图 点击 上方 硬AI 关注我们 苹果AI主管詹南德雷亚很难融入苹果核心圈子，不得不面对强大的固有文化阻力，这直接影响了苹果AI战略的实施。苹果 软件主管费德里吉一直不愿在人工智能领域进行大规模投资，据内部员工透露他并不认为人工智能是个人电脑或移动设备 的核心功能。 硬·AI 作者 |董 静 编辑 | 硬 AI 近日，彭博商业周刊发表了一篇深度报道，详细剖析了苹果公司在人工智能领域持续落后的原因，以及其 AI 战 略 的 重 大 挫 折 。 通 过 采 访 多 位 苹 果 内 部 人 士 ， 揭 示 了 包 括 苹 果 的 AI 主 管 詹 南 德 雷 亚 (John Giannandrea)在内的高管们如何与公司长期形成的决策文化发生冲突。 文章指出，早在2018年，苹果就挖来了谷歌AI领域的领军人物詹南德雷亚，希望他能带领苹果在AI领域取 得突破。然而，七年过去了，苹果的AI发展却并未如愿，而在ChatGPT等大语言模型风靡全球后，进一步 加剧了苹果AI的危机感。 尽管苹果推出了"Apple Intelligence"等新功能，但无论是发布时间还是实际表现，都未能达到预期效果。 公司内部甚至有人将当前情况 ...

图 点击 上方 硬AI 关注我们 拼图逐渐清晰，生态才是真正杀招？ 硬·AI 作者 | Kozmon 编辑 | 硬 AI 周末，躺在公园百无聊赖刷手机的我，差点被一条消息惊掉下巴： 全球AI圈公认的权威视频生成评测榜单VBench刚刚更新了最新一期图生视频（I2V）排名，排在第一，不是大名鼎鼎的OpenAI Sora，也不是 风头正劲的谷歌Imagen Video，而是百度的视频生成模型Steamer-I2V，总分更是飙到了89.38%！ 讲真，我第一眼看到的时候也是满脸问号：百度？图生视频？榜单第一？？？这是啥情况？ 再去刷了一圈AI圈子，结果发现好多KOL也都一脸蒙圈： "什么情况？VBench榜单第一怎么突然被百度承包了？" "百度PR部门是不是放假去了？这么猛的成绩连个新闻稿都不发一下？" | Model Name (clickable) | A A Sampled by | A Evaluated by | Accessibility | | --- | --- | --- | --- | | Steamer-I2V | Steamer Team | Steamer Team | 202205162 ...

Core Viewpoint - The article emphasizes the significant increase in AI investments by major technology companies, highlighting that AI has transitioned from an experimental phase to a growth-driving operational lever, with companies like Amazon and Meta recognizing AI as a core strategic focus [2][5]. Group 1: AI Investment Trends - Major tech players are increasingly investing in AI, with Amazon's CEO stating that AI will be one of the company's largest business areas in the coming decades [2]. - Alibaba's recent financial report shows a 10% year-over-year revenue growth, with its cloud intelligence business growing by 18%, indicating a shift towards AI-driven growth [5]. - Alibaba plans to invest over 380 billion yuan in capital expenditures over the next three years for cloud computing and AI infrastructure, surpassing the total investment of the past decade [5][6]. Group 2: Technological Advancements - Alibaba's self-developed Qwen model series has gained global recognition, with the latest Qwen-3 model outperforming competitors while significantly reducing costs [9][10]. - The open-source strategy adopted by Alibaba is crucial for fostering innovation and collaboration in AI development, with over 100,000 derivative models created based on the Qwen model [10][11]. Group 3: AI Application Across Industries - The demand for cloud computing resources is surging as AI applications transition from model training to inference deployment, positioning Alibaba Cloud as a key player in this trend [13]. - AI applications are expanding beyond large enterprises to include small and medium-sized businesses, with industries such as traditional manufacturing and agriculture actively exploring AI solutions [13][15]. - Strategic partnerships with leading companies in various sectors, including automotive and telecommunications, demonstrate Alibaba's commitment to integrating AI into real-world applications [14][15].

摩根士丹利称，在刚刚结束的摩根士丹利中国BEST会议上，有80%以上的投资者表示，很可能在近期增加对中国股票的 敞口。报告称，中国市场在所有被摩根士丹利研究评为"增持/持平"的新兴市场中是最低配的，以及短期关税对中国的负 面影响实际上可能小于许多其他主要经济体和市场。 硬·AI 作者 | 董 静 编辑 | 硬 AI 资金态度重大转变，外资大举买入中国股票。 图 点击 上方 硬AI 关注我们 摩根士丹利数据显示，中国在全球新兴市场投资组合中仍然是最大的低配地区，相对于指数基准（MSCI新 兴市场指数中国权重为31.3%）低配2.4个百分点。 这在所有被摩根士丹利研究评为"增持/持平"的新兴市场中是最低配的。 另外，摩根士丹利分析指出，短期关税对宏观和企业盈利的影响是负面的，但对中国的负面影响实际上可 能小于许多其他主要经济体和市场。 例如，对于2025年实际GDP增长，摩根士丹利中国经济团队已将预测从4.5%下调至4.2%（下调幅度为 6.7%），相比之下，美国从1.5%下调至0.6%（下调幅度60%），亚洲整体从4.4%下调至4.0%（下调幅度 9.1%）。 此外，对于盈利增长预测，摩根士丹利已将2025年M ...

以下文章来源于硬评测 ，作者KMGGGG 硬评测 . 体验最好用好玩的AI、科技产品 图像提供身份，文本定义一切！ 硬评测 点击 上方 蓝字 关注我们 作者 | Kozmon 不光能搞定一个人，还能玩「多主体视频生成」。比如，你同时给一张人物照和一张产 品 照 （ 比 如 一 包 薯 片 ） ， 再 告 诉 它 " 一 名 男 子 正 在 游 泳 池 旁 边 ， 手 里 拿 着 薯 片 进 行 展 示"，它就能让这两个主体都按你的剧本出现在视频里，并且保持各自的特征。 还有个「视频驱动」模式也挺有意思，官方叫「视频局部编辑」。你能把图片里的人或 东西，自然地「P」到一段现成的视频里去，或者替换掉视频里原有的某些元素。搞点 创意植入、场景扩展，或者说给视频内容「二次创作」一下，都方便多了。 编辑 | lalalunee 用AI生成视频最让人头疼的，莫过于「角色一致性」问题。老是弄着弄着人就变样了，让人 哭笑不得： 前 一 秒 还 是 你 指 定 的 帅 气 小 哥 ， 镜 头 一 转 ， 秒 变 「 路 人 甲 」 ？ 或 者 ， 精 心 设 计 的 虚 拟 主 播，说着说着就 「面目全非 」？ 针 对 这 个 ...

据报道，此次引入新应用CEO Fidji Simo，标志着OpenAI进一步完善其管理结构，为下一阶段的增长和商业化做好准 备。Fidji Simo在电商和广告业务方面的丰富经验可能对OpenAI大有裨益，特别是在公司计划扩大收入来源的背景下。 硬·AI 图 点击 上方 硬AI 关注我们 作者 | 董 静 编辑 | 硬 AI OpenAI领导层迎来重大变化，Instacart掌门人Fidji Simo将出任应用CEO，负责公司多个核心部门，而奥 特曼（Sam Altman）将专注研究、算力与安全。 5月8日，据科技媒体The Information报道，奥特曼确认公司正在聘请Instacart首席执行官Fidji Simo管理 公司的部分部门，其本人将继续负责公司AI开发核心的研究和基础设施团队。 Simo于当地时间5月7日晚间在发给员工的邮件中表示，未来几个月她将担任OpenAI的应用CEO，" 领导 产品、业务和其他公司职能 "。 奥特曼在社交平台X上发文称，Fidji Simo将以应用CEO全新身份加入OpenAI，向他本人汇报。 01 奥特曼的战略布局 自前首席技术官Mira Murati在9月突然离 ...