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印度想多了,硅谷没少想
虎嗅APP· 2026-02-20 09:23
Core Viewpoint - The article discusses the recent AI summit in New Delhi, highlighting the contrasting objectives of India and Silicon Valley companies, where India aims for global leadership in AI governance while Silicon Valley focuses on business opportunities and market growth [5][66][92]. Group 1: Summit Highlights - The AI summit in New Delhi was described as the largest and highest-profile AI event in Asia, attracting significant attention from major tech leaders [5][6]. - A notable moment during the summit was when OpenAI's Sam Altman and Anthropic's Dario Amodei did not join the hand-holding gesture symbolizing unity among tech leaders, indicating underlying tensions [11][12][15]. - Nvidia CEO Jensen Huang's absence was significant, as he represents a crucial player in AI infrastructure, particularly in chip supply, which India lacks [18][19][20]. Group 2: Investment and Agreements - Major agreements were announced during the summit, including Google's $15 billion investment in AI infrastructure in India, OpenAI's partnership with Tata Group for a data center, and Microsoft's commitment to invest $50 billion globally by 2030, with India as a key focus [29]. - Despite the high-profile agreements, the article suggests that the underlying relationships among the companies are competitive rather than collaborative, reflecting a cautious approach to partnerships [30][34]. Group 3: India's AI Landscape - India has a strong pool of English-speaking engineers and a large market, but it faces significant challenges, including reliance on foreign chips and a lack of top-tier native AI models [43][58][59]. - The Indian government has initiated the India AI Mission, investing over $1 billion to build a public computing pool, but the country still struggles with infrastructure and regulatory stability [45][62]. Group 4: Diverging Objectives - India's ambition is to position itself as a global AI hub and a voice for developing countries, while Silicon Valley companies are primarily interested in market expansion and immediate business opportunities [67][68]. - The article emphasizes that while India seeks to establish itself as a leader in AI governance, Silicon Valley's focus remains on transactional relationships and market-driven strategies [70][72]. Group 5: Conclusion - The summit illustrated the disconnect between India's aspirations and Silicon Valley's pragmatic approach, with India wanting to assert its role in AI governance while tech companies prioritize business interests [92][94]. - The absence of a unified commitment from Silicon Valley leaders, as symbolized by the empty seat of Jensen Huang and the unjoined hands of Altman and Amodei, reflects the ongoing tension between collaboration and competition in the AI space [82][96].
春节档6部电影,背后站着几百家公司在赌什么?
虎嗅APP· 2026-02-20 09:23
Core Viewpoint - The article discusses the dynamics of the Chinese film industry during the Spring Festival, highlighting the capital investments behind major films and the strategic decisions made by production companies in a competitive landscape [4][5][6]. Group 1: Overview of the Spring Festival Box Office - The Spring Festival box office reached a historical high of 95.14 billion in 2025, largely due to the success of "Ne Zha," which contributed 48.41 billion, representing over 50% of the total box office [5]. - This year, the absence of a blockbuster like "Ne Zha" leads to a more balanced distribution of film types, with various genres represented, indicating a shift towards a "multi-strong competition" model [5][6]. - The Spring Festival holiday this year is the longest on record at 9 days, which is expected to provide a larger window for box office revenue, although estimates suggest a cautious 75 billion for the first 7 days, a 21% decline year-on-year [5]. Group 2: Capital Investment Landscape - A significant number of production companies are involved in this year's films, with some films having up to 39 co-producers, reflecting a strategy of risk diversification [8][11]. - Companies like China Film have invested in 5 films, showcasing a "broad net" strategy, while others like Huayi Brothers have chosen to invest in fewer films, indicating varying risk appetites [9]. - The rationale for multiple production companies includes risk distribution, resource exchange, profit alignment, and financial storytelling, which collectively enhance the viability of film projects [11][12][13][14]. Group 3: Market Reactions and Trends - The A-share film sector typically experiences "pre-emptive speculation" before the Spring Festival, with stock prices of companies like Huayi Brothers and Bona Film rising significantly in anticipation of box office success [16]. - Historical data shows that the Spring Festival box office has grown over 5.5 times from 14.51 billion in 2014 to 95.14 billion in 2025, with the festival becoming a critical period for the Chinese film market [18]. - The article concludes that while audiences choose films based on stories and actors, capital investors focus on probabilities and returns, highlighting the divergence between artistic and financial success [19][20].
差不多
虎嗅APP· 2026-02-20 09:23
Core Viewpoint - The article emphasizes the importance of personal engagement in thinking and writing, particularly in the context of AI's role in creative processes. It argues that while AI can assist in generating content, it cannot replace the essential human experience of struggle and reflection that leads to genuine understanding and growth [11][56]. Group 1 - AI writing can produce clear and structured drafts, but human intervention often involves simplifying and refining the content to better reflect personal thought [6][7]. - The act of writing is portrayed as a process that forces clarity in thought, transforming chaotic ideas into coherent expressions [18][20]. - Engaging with AI can create a false sense of understanding, where individuals may feel they comprehend concepts without undergoing the necessary cognitive struggle [24][27]. Group 2 - The distinction between "Writes" and "Write-Nots" highlights the difference between those who actively engage in writing as a form of thinking versus those who rely on external sources [15][16]. - The article discusses the significance of taste and aesthetic judgment in the AI era, where individuals must remain critical of AI outputs to foster personal growth and improvement [34][38]. - Continuous engagement in creative processes is necessary to maintain and develop one's taste, as neglecting this can lead to a decline in critical judgment [43][44]. Group 3 - The article suggests that deep conversations with AI can provide valuable insights, but they lack the emotional and experiential depth that human interactions offer [45][48]. - It warns against the ease of substituting personal thought with AI-generated content, which can lead to a gradual decline in critical thinking skills [53][56]. - The call to "be human again" emphasizes the need for individuals to embrace the messy, imperfect aspects of thought and creativity that AI cannot replicate [57][58].
中产涌向新疆过年,有人一趟花掉5万
虎嗅APP· 2026-02-20 03:20
以下文章来源于19号商研社 ,作者林心林 19号商研社 . 看透消费,看透你。互联网新闻信息服务许可证编号:44120230006 本文来自微信公众号: 19号商研社 ,编辑:黎倩,作者:林心林 "一家三口去阿勒泰滑雪花了5万,这预算能去北海道了。" 今年春节,以新疆为核心的大西北旅游市场,在旅游赛道中跑出高热度。航旅纵横提供给时代财经的 数据显示,截至除夕前五天(2月11日),春节假期国内前往新疆的机票预订量超35万张,日均比去 年春节同期增长约27%,其中,前往阿勒泰的日均机票预订量比去年春节同期增长约66%。 新疆的旅游热度,早已突破以往夏秋两季的时间边界。2025年全年,新疆全年接待游客3.23亿人 次、旅游花费3700亿元,同比双增8%,创历史新高。 2026年春节档,也挤满了扛着雪板的中产家庭。 游客蜂拥而至背后,新疆住宿市场的变革也悄然到来。这座曾被视作"奢华酒店荒漠"的西北省份,正 在上演一场连锁高端品牌与本土特色住宿的抢客战。 中产春节奔向新疆,一趟花掉5万 这个春节,奔赴新疆看雪滑雪,成了国内高消费游客的热门选择。 刚过去的元旦,已印证新疆冬季旅游的爆发力。据新疆文化和旅游厅数据测算,20 ...
印度AI峰会:阵仗这么大,但中国去哪了?
虎嗅APP· 2026-02-20 03:20
以下文章来源于航通社 ,作者航通社 航通社 . 你应该知道的历史、现在和未来 | lishuhang.me | @lishuhang 本文来自微信公众号: 航通社 ,作者:航通社,原文标题:《印度AI峰会:阵仗这么大,但中国去 哪了?》 2月16日-20日,为期五天的"2026印度人工智能影响力峰会"在新德里婆罗多展览中心举行。这是"全 球AI安全峰会"的系列活动之一。自2023年英国首届、韩国第二届、法国第三届以后,该系列峰会首 次在"全球南方"国家举办。 此前西方主导的AI安全峰会,聚焦于"末日生存"与AI安全,印度更改了活动主题,仍然强调AI对后 发国家的发展助力,体现出乐观的情绪。这场打出"人民、地球与进步"口号的盛会,吸引了超过40 位全球科技公司CEO及20国首脑代表,预计带来高达1000亿美元的投资承诺。 全球AI竞争的前两强已经公认为美国和中国。那么谁想当第三呢?莫迪政府对此次峰会寄予厚望, 旨在确立印度在未来十年全球AI领域的主导地位。而这个"潜在老三"在目前两强争霸的格局中,似 乎高调绑定了美方阵营。 尽管中国的AI发展选择了开源、低成本、普惠的更适合发展中国家的道路,但印度同为最大的发展 ...
春节AI 模型大战,谁是最大赢家?
虎嗅APP· 2026-02-20 03:20
Core Viewpoint - The article discusses the transformation of domestic AI models in China, highlighting a shift from theoretical capabilities to practical applications, particularly during the concentrated product launches around the 2026 Spring Festival, which serve as a testing ground for real-world applications [6][10][22]. Group 1: Practical AI Models - The recent launches of AI models such as Kimi K2.5, Seedance 2.0, and GLM-5 indicate a trend towards more practical and efficient AI solutions capable of handling complex tasks [9][11]. - The focus has shifted from traditional performance metrics to practical evaluation criteria, emphasizing the ability to complete tasks in real-world scenarios rather than just providing standard answers [10][14]. - The Spring Festival provided a unique environment for testing AI capabilities in real-life applications, such as meal planning and travel coordination, which require task decomposition and tool utilization [14][22]. Group 2: Haidian District's Role - Haidian District in Beijing has emerged as a significant hub for AI innovation, characterized by a dense concentration of talent and companies, facilitating rapid technological iteration [18][20]. - The ecosystem in Haidian combines academic research, infrastructure support, and application-driven enterprises, creating a complete chain from research to practical implementation [18][19]. - The local policies and funding initiatives have further strengthened the innovation landscape, allowing for a supportive environment for startups and technology development [19][20]. Group 3: Future Implications - The concentrated release of AI models marks a critical period for validating the industrial value of these technologies, with real user data expected to drive product improvements [22][23]. - The competitive landscape is shifting, with global giants like OpenAI and Google adapting their strategies in response to the advancements made by Chinese companies [22][25]. - The evolution of AI from a tool to a digital employee will necessitate new governance frameworks to accommodate the societal impacts of these technologies [24][25].
县城老家的高物价,刺痛了谁?
虎嗅APP· 2026-02-19 13:23
Core Viewpoint - The article discusses the surprising high prices in small towns during the Chinese New Year, highlighting a discrepancy between local wages and consumer prices, which has become a trending topic on social media [11][12]. Group 1: Price Discrepancy - The prices of goods in small towns can exceed those in major cities, with examples such as cherries priced at 343 yuan for 2.5 kg in a small town compared to 198 yuan in Shanghai [8]. - Other examples include bottled water priced at 12 yuan, imported chocolates at 388 yuan, and lower-grade Australian beef at 158 yuan per pound, all of which are higher than similar products in larger cities [9]. Group 2: Consumer Behavior - The article identifies a unique consumer demographic in small towns, referred to as "county Brahmins," which includes local government employees and those with strong social networks, who have a higher "real disposable income" despite lower nominal wages [14][15]. - This demographic's consumption patterns significantly influence local pricing, as they are willing to pay premium prices for goods and services, thereby raising market expectations [15]. Group 3: Social and Cultural Factors - Consumption in small towns is deeply intertwined with social status and cultural expectations, where spending is often driven by the need to maintain face and social standing [18][19]. - The phenomenon of "face consumption" leads to higher prices, as businesses set prices based on perceived social value rather than just cost [18]. Group 4: Psychological Impact on Returnees - Returnees, like the character Chen Mo, experience a psychological shock when confronted with high prices in their hometowns, leading to feelings of inadequacy and self-doubt [19][20]. - The article suggests that this psychological impact is exacerbated by the contrast between their urban lifestyles and the economic realities of their hometowns, creating a sense of "floating" without stable ground [20].
OpenAI有望拿到1000亿美元,但也快被逼到墙角了
虎嗅APP· 2026-02-19 13:23
以下文章来源于AGI接口 ,作者苗正卿 AGI接口 . AI卷起的财富风暴。 出品|虎嗅科技组 作者|苗正卿 题图|视觉中国 OpenAI正处于一个命运十字路口。 对OpenAI而言的好消息是,它大概率即将完成新一轮涉及1000亿美元的公司史上"最大规模"融资;坏消息 是,投资方正在急迫地需要OpenAI证明一个核心命题:它是能够赚钱的。 2月19日,彭博社援引多位匿名知情人士的消息称,OpenAI 正接近敲定一轮创纪录级别的新融资交易第一 阶段,预计该阶段融资能够为OpenAI带来超过1000亿美元资金。在这轮融资后,OpenAI的整体估值可能 会超过8500亿美元。 值得注意的是,这是OpenAI重组为营利性公司后的重大融资,也被视为OpenAI 冲击IPO前的关键一步。此 前消息显示,OpenAI预计在2026年四季度或不晚于2027年内完成IPO。 据悉,1000亿美元的融资,主要会用于OpenAI的 "星门" 超级计算项目以及 GPT-5 系列模型的迭代。根据 此前OpenAI公布的信息显示,"星门"项目预计在2029年前在全球构建10 吉瓦 ( GW )级别的专属 AI 超级计 投资方正在急迫地需 ...
第一批春节回家的女人,出去住酒店了
虎嗅APP· 2026-02-19 13:23
以下文章来源于旅界 ,作者theodore熙少 旅界 . 跟踪时代浪潮,讲述文旅商业好故事。 本文来自微信公众号: 旅界 ,作者:theodore熙少,题图来自:AI生成 一 大年初一晚上,河北一家县城的中端连锁酒店老板老严和我拜年时,聊起这两天一个很有意思的现 象: "从初一上午开始,前台电话就没停过,全是要订房的。我还以为是外地游客,结果一问,十个里面 八个本地人,大部分咨询还都是女性。" 本地人回家过年为什么要住酒店? 社交媒体上,互联网上关于今年春节女人回家住酒店还是住家里的讨论已经非常激烈。 一位女性网友在小红书分享了她的春节回家经历,提到自己从小习惯顺从父母,但每次回农村老家住 进二层,即便提前开了空调和电热毯取暖,露在外面的鼻子依旧觉得冷,睡醒后浑身酸痛。 老严起初也觉得奇怪,直到昨天下午,他在大堂碰见一个带着两个孩子办入住的年轻妈妈。 女人看起来有些疲惫,孩子们却很兴奋,拉着妈妈问能不能点外卖。 "我家就在两公里外。"年轻妈妈跟前台闲聊时说,"昨晚在婆婆家吃完年夜饭,今天一早就过来了。 家里七大姑八大姨都来了,孩子写不了作业,我也插不上话,还不如出来躲两天清净。" 后来,老严翻了翻这两天的订单 ...
应警惕《太平年》式的“智慧”
虎嗅APP· 2026-02-19 09:20
以下文章来源于经观书评 ,作者唐山 说史贵在找切入点,这是《太平年》一上来能"拿住人"的关键。 首先,"说僻史"。契合了"好奇、惊异"的原则,易被话题化,从而实现高效率、高密度的传播。即使 是历史系的毕业生,看《太平年》也需做一番功课,剧中与现代迥异、却被伪装成是当年日常的服化 道,包括在台词中嵌入文言文,均恰到好处地起到了"陌生化"的效果,给观众以"看到从没看过的"的 爽感。 经观书评 . 提供一种认识世界的方式。 本文来自微信公众号: 经观书评 ,作者:唐山(作者系媒体人、书评人),原文标题:《〈太平 年〉:"动物性后现代"式的成功》,题图来自:视觉中国 "老夫这一辈子,生于乱世长于乱世。武,不能定祸乱;文,不能致太平。所行所为,大多都是无用 的。有用的,无用的,终归要有人去做。能不能做成是一回事,做不做却又是一回事。你以为,这样 的事,当做吗?"追过《太平年》的观众,对剧中人物冯道这段台词,很难不潸然泪下。 在历史课本中,"五代十国"不过短短几页。经历了长期和平的现代人,不易从中品出那些生于苦痛时 代的前辈们,面对文明的崩坏、理想的幻灭、人性的幽暗,曾有的迷惘、悲愤、绝望、挣扎与坚持。 经历了怎样的创深 ...