MEET组委会 发自 凹非寺 量子位 | 公众号 QbitAI 抓紧，真的只剩 一周 时间了！ 因为AI圈一年一度绝对不容错过的盛宴马上就要来了—— MEET2026智能未来大会 。 而且现在大会的内容已经可以剧透，真就是光看嘉宾就知道有多重磅了，包括清华大学张亚勤、孙茂松、智源研究院王仲远等学术界的大咖， 国内产业界有百度、小米、商汤等，国外有谷歌云、亚马逊云科技、高通等。 不仅如此，议题内容也是相当之丰富，从大语言模型到多模态，从具身智能到自动驾驶，从云计算到具体应用，可以说是涵盖了与当下主流AI 相关的方方面面。 还有还有，如果你也希望获得最前瞻的观点，那MEET也是绝对不容错过的大会，包你有收获和启发～ 是不是看到这就已经开始心动了？心动不如行动， 线下报名通道 这就奉上： 那么MEET2026智能未来大会还有什么亮点？我们继续往下看。 亮点一：重磅GenAI对话+前沿Agent圆桌，深挖年度最热议题 今年大家还在问AI会不会取代人类吗？可能已经没那么焦虑了—— 因为AI开始学会自己动手了。 Robotaxi不再只是PPT里的概念，而是真的在街头载客；Agent也不再只是写写代码、回回邮件，而是能自主 ...

编辑部 发自 凹非寺 量子位 | 公众号 QbitAI AI热潮还在汹涌，但如果你还不知道如何参与……那为什么不来 量子位 呢？ 我们是一家以 追踪AI新进展 为核心的内容平台，经过8年积累，目前拥有顶流影响力，广泛且备受认可的产业资源，以及时代风口的最佳观 测和学习生态位。 目前，我们有 三大方向 岗位招聘，希望你是 （或者能成为） 这三个方向的内容专家： 岗位均为全职，工作地点：北京中关村。 岗位面向： 加入我们，你可以获得： 以下是岗位详情： 所有岗位不同能力层级职位均在开放，欢迎结合个人履历和经验申请。 主编 ：具备选题和带队能力及经验； 主笔 ：具备原创深度稿件能力； 编辑 ：热爱表达，喜欢挖掘信息，能够用大白话让所有人看懂AI新进展。 跟进AI基建层新进展，包括但不限于芯片、AI Infra、云计算领域新进展，核心玩家动态； 做前沿论文、开源社区、技术大会 （Hot Chips、NeurIPS、MLSys） 技术报告大众化解读； 参与核心采访，对话产业专家、技术大牛、撰写AI云落地案例。 任职要求： AI财经商业方向 岗位职责： AI产业方向 岗位职责： AI产业方向 ：关注基建层创新，包含芯片、 ...

Core Viewpoint - The successful IPO of Moer Thread marks the first domestic general-purpose GPU company to be listed, with an opening price of approximately 650 yuan, representing a 469% increase from the issuance price of 114.28 yuan, and a market capitalization exceeding 305.5 billion yuan [1][6]. Group 1: IPO Details - Moer Thread's IPO application was accepted on June 30 and it successfully passed the review on September 26, achieving the fastest IPO approval record on the Sci-Tech Innovation Board in just 88 days [2]. - The company raised a total of 8 billion yuan through its initial public offering, setting a new record for the highest fundraising amount for new stocks in A-shares this year [5]. - The total share capital after the IPO is 470 million shares, with 70 million shares issued [4]. Group 2: Financial Performance - In the first three quarters of this year, Moer Thread reported a revenue of 780 million yuan, a year-on-year increase of 182% [10]. - The net loss for the same period narrowed to 720 million yuan, down from 890 million yuan in the previous year [11]. - The revenue structure has shifted significantly, with AI computing products becoming the main revenue driver, contributing 94.85% of total revenue in the first half of this year [14]. Group 3: Investment and Development - The company has attracted significant investment from notable institutions such as China Mobile, Sequoia Capital, and various state-owned enterprises, indicating strong market confidence [2]. - The funds raised will primarily be allocated to research and development, with 2.5 billion yuan earmarked for the development of a new generation of AI training and inference integrated chips, and similar amounts for graphics chips and AI SoC chips [8][10]. Group 4: Company Background - Moer Thread was founded in June 2020, with a registered capital of 330 million yuan, and is controlled by Zhang Jianzhong, who holds 44.07% of the shares [16]. - Zhang Jianzhong previously served as the general manager of NVIDIA China and has over 15 years of experience in the GPU industry, establishing a complete ecosystem for GPUs in China [17][18]. - The company has developed a unified system architecture called MUSA, integrating various capabilities such as AI computing acceleration and graphics rendering into a single chip [21][23].

Core Viewpoint - The article emphasizes the rapid advancement of China's embodied intelligence industry, particularly in Shanghai, as it prepares for the GDPS 2025 Global Developer Pioneer Conference, which is seen as a pivotal moment for the industry to transition from digital to physical applications [1][3]. Group 1: Shanghai's Role in Embodied Intelligence - Shanghai is positioned as a model for a "service-oriented government," providing not just funding but also pathways and resources for developers [3]. - The city has opened up over a hundred core scenarios in high-end manufacturing, healthcare, and urban governance for companies to test and implement embodied intelligence solutions [4][6]. Group 2: Supportive Policies and Infrastructure - Shanghai has introduced a "computing power voucher" policy, offering up to 40 million yuan per year to support companies in accessing high-level computing resources [7][8]. - The government is also providing up to 5 million yuan annually to support the construction of a common knowledge base for physical world interactions, addressing the industry's data isolation issues [9][10]. Group 3: Industry Evolution and Technological Breakthroughs - The physical proximity of various components in the Zhangjiang Robot Valley has significantly reduced the hardware iteration cycle from months to weeks or even days, fostering an ecosystem for embodied intelligence [11][13]. - The article highlights the emergence of competitive "unicorns" in the industry, marking a shift from conceptual visions to practical engineering solutions [15]. Group 4: Notable Achievements in Robotics - Zhiyuan Robotics set a Guinness World Record for endurance with its A2 robot, demonstrating advanced energy management and SLAM algorithms by walking 106.286 kilometers autonomously [16][17]. - Fourier Intelligence's GR-2 robot has become a benchmark in safety and sensitivity in rehabilitation, showcasing its ability to understand human pain and touch [18][19]. Group 5: Future Prospects and Challenges - The GDPS event on December 12 is framed as a comprehensive demonstration of the capabilities of embodied intelligence teams, focusing on real-world applications rather than theoretical presentations [35][36]. - The article concludes that the establishment of a complete ecosystem for embodied intelligence in Shanghai represents a significant milestone for the industry, enabling the development of intelligent systems that can learn and adapt in real-world environments [43][44].

Core Insights - The conversation highlights a fundamental shift in AI from "retrieval" to "reasoning," where AI generates answers based on learned knowledge structures rather than simply retrieving pre-stored data [6][7][9] - Huang emphasized that AI's core mechanism has transformed into a process of learning and immediate logical reasoning, likening data centers to new factories producing intelligent tokens [9][13] - The discussion also touched on the challenges of energy consumption in AI expansion, with Huang noting that efficiency improvements in chips are crucial to meet growing demands without exhausting global energy resources [14][16] Group 1: AI Evolution - The transition from "retrieval" to "reasoning" represents a significant change in how AI operates, moving from searching for answers to generating them based on learned knowledge [6][7] - Huang described deep learning as a process where a massive neural network learns from vast amounts of input and output examples, functioning as a universal function approximator [11][12] - The concept of data centers as "AI factories" was introduced, where energy and data are inputs, and intelligent tokens are outputs, marking a new era in manufacturing [13] Group 2: Impact on Workforce - Huang addressed concerns about AI replacing jobs, suggesting that while tasks may change, jobs will not disappear; instead, people will become more focused on problem-solving and decision-making [16][17] - The future of programming will involve using natural language, significantly lowering the technical barrier and allowing everyone to become a programmer [18][19] - Huang acknowledged the potential for a future internet filled with AI-generated content, but he believes that as long as the information is verified, it can enhance knowledge acquisition [19] Group 3: Technological Advancements - The traditional Moore's Law is slowing down, but in the realm of AI, accelerated computing is allowing for a rebirth of the law in a new form [20][21] - Huang explained the difference between CPUs and GPUs, noting that GPUs are better suited for AI due to their ability to handle massive parallel computations [22][24] - The cost of AI computing has decreased by a factor of 100,000 over the past decade, akin to a revitalized Moore's Law [24] Group 4: Company History and Challenges - Huang recounted a critical moment in NVIDIA's history when the company was just 30 days away from bankruptcy, highlighting the importance of honesty and transparency in business [33][34] - The early struggles included a significant technical error that nearly derailed the company, but a candid conversation with Sega's CEO led to a lifeline that saved NVIDIA [34][36] - Huang's commitment to innovation, even in the face of skepticism, has been a driving force behind NVIDIA's success [30][32]

Core Viewpoint - The "Doubao Phone" has quickly sold out its initial stock of 30,000 units, indicating strong market demand despite the official acknowledgment of incomplete software functionality [1][12][14]. Group 1: Product Launch and Market Response - The Doubao Phone, featuring the Doubao Assistant technology, was launched in collaboration with ZTE, with the first product priced at 3,499 yuan [11][12]. - The initial batch sold out rapidly, with reports of reselling at a premium, with prices increasing by 1,500 yuan or even doubling in some cases [2]. - The product is positioned as a limited edition, with no plans for additional material procurement after the initial stock [17]. Group 2: Features and Capabilities - The Doubao Assistant is designed as a system-level AI assistant, allowing users to interact through various methods, including voice commands and a dedicated AI button [20][21]. - Users can perform tasks such as obtaining information about images, conducting price comparisons across shopping apps, and managing daily tasks like setting alarms and summarizing calls [23][50]. - The assistant has memory capabilities, allowing it to retain and recall user preferences and past interactions, enhancing its utility over time [51][56]. Group 3: Technical Aspects and Privacy Concerns - The Doubao Assistant requires user authorization to access certain system-level permissions, which are necessary for its operation [64][66]. - The official response to privacy concerns emphasizes that no user screen content is stored on the cloud, and all operations are conducted locally without retaining data for model training [66][67]. - The collaboration between Doubao and ZTE is clarified, with Doubao leading the product definition while ZTE focuses on hardware engineering [69].

Core Insights - The article discusses the limitations of multi-modal large language models (MLLMs) in spatial reasoning, highlighting their inability to effectively understand and visualize spatial concepts, leading to a phenomenon termed "visual illiteracy" [2][3]. Group 1: Challenges in Spatial Reasoning - Spatial reasoning is identified as a core cognitive ability for humans to understand three-dimensional structures, which poses a significant challenge for MLLMs in practical applications [2]. - Current methods primarily rely on "language description tuning," which fails to provide models with a true visual understanding of spatial concepts [2][3]. Group 2: Introduction of MILO - A research team has proposed MILO (Implicit Spatial World Modeling) to address the spatial reasoning challenges faced by MLLMs by integrating visual generative feedback with symbolic reasoning [4]. - MILO employs a two-phase training process: the first phase involves visual generative tuning where the model learns spatial transformations through visual outputs, and the second phase involves language tuning using spatial instruction data [5]. Group 3: Enhancements in Geometric Perception - To further enhance geometric perception, the team introduced RePE (Relative Positional Encoding), which captures relative transformations between adjacent frames instead of relying on a global coordinate system, improving generalization and adaptability across datasets [8][9]. Group 4: GeoGen Dataset - The research team constructed the GeoGen dataset, comprising approximately 2,241 videos and 267,000 "observation-action-result" triplets, aimed at enhancing geometric perception generation [10]. - The dataset includes diverse sources such as scanned 3D scenes and internet videos, ensuring a wide range of realistic scenarios [11]. Group 5: Validation of MILO - The effectiveness of MILO was validated across multiple baseline models and five categories of spatial understanding tasks, achieving optimal performance in 3D scene understanding tasks and spatial reasoning tasks [12][16]. - Notably, MILO improved accuracy by 3.2% in the ScanRefer task and achieved an average accuracy of 61.7% in the VSI-Bench spatial reasoning task, surpassing the baseline VG-LLM by 2.2% [16].

Core Points - The MEET2026 Intelligent Future Conference is a significant event in the AI sector, featuring prominent speakers from academia and industry, including Tsinghua University and major tech companies like Baidu and Google Cloud [1][22][36] - The conference will cover a wide range of topics related to AI, including large language models, embodied intelligence, and cloud computing applications [3][36] - Two key discussions will focus on the practical implications of AI advancements, particularly in autonomous driving and AI agents [9][12][17] Group 1: Conference Highlights - The conference will feature a GenAI Talk discussing the second phase of autonomous driving entrepreneurship, led by industry leaders [12][13] - A roundtable discussion will explore the evolution of AI agents and their potential to transform various industries [17][18] - Nearly thirty influential guests from academia and industry will share insights on AI's future, including key figures from Tsinghua University and major tech firms [18][22] Group 2: Reports and Trends - The conference will release the "2025 Annual AI Top Ten Trends Report," summarizing significant AI advancements and future trends [38][41] - An "Annual AI List" will highlight the most influential and innovative leaders in the AI industry across three dimensions: companies, individuals, and products [38][60] - The event aims to bridge the gap between theoretical AI research and practical applications, focusing on current challenges rather than distant AGI concepts [36][37]

Core Viewpoint - The MEET 2026 Intelligent Future Conference will take place on December 10, 2025, in Beijing, focusing on the impact of AI and intelligent technology across various industries and disciplines, aiming to drive societal evolution [128][126]. Guest Introductions - Yang Haibo, co-founder and president of Guanglun Intelligent, has achieved a tenfold increase in annual revenue by establishing a large-scale data production and delivery capability [6]. - Zhang Yanbo, co-founder of Lingxin Qiaoshou, specializes in data-driven strategies and brand value transitions [11]. - Xuan Shanming, CTO of SenseTime, has extensive experience in AI platform management and has been involved in multiple startup ventures [14]. - Wang Yanpeng, chief scientist of AI computing at Baidu Cloud, focuses on large-scale AI computing cluster management and optimization [20]. - Zhang Yaqin, president of Tsinghua University’s Intelligent Industry Research Institute, is a renowned scientist in digital video and AI [24]. - Sun Maosong, executive vice president of Tsinghua University’s AI Research Institute, has led numerous national projects in AI [29]. - Wang Ying, vice president of Baidu Group, oversees several key business units including Baidu Wenku [32]. - Wan Weixing, head of AI product technology at Qualcomm China, leads AI engine development for smart terminals [39]. - Chen Xiaojian, general manager of Amazon Cloud Technology in Greater China, has over 20 years of experience in enterprise-level business [43]. - Zhao Junbo, a researcher at Zhejiang University, focuses on large models and synthetic data technology [48]. - Yu Youping, president of Zhongguancun Science and Technology Finance, has driven AI platform development across various industries [52]. - Dennis Yue, head of Google Cloud's enterprise and startup business in Greater China, has over 30 years of experience in IT services [57]. - Zhu Ning, a finance professor at Shanghai Jiao Tong University, is a recognized expert in Chinese macroeconomics and financial markets [60]. - Tu Jing, founder and CEO of Zhuoshijia Technology, has extensive experience in AI product development [64]. - Han Xu, founder and CEO of WeRide, has led the company to become a leader in autonomous driving [70]. - Fang Han, chairman and CEO of Kunlun Wanwei, has a long history in internet and open-source movements [73]. - Daniel Povey, chief voice scientist at Xiaomi, is known for his contributions to speech recognition technology [76]. - Yao Xin, co-founder and CEO of PPIO, focuses on AI cloud computing solutions [80]. - You Yang, founder and chairman of Luchen Technology, is a young professor at the National University of Singapore [84]. - Qiao Liang, co-founder and COO of Taichu Yuanqi, has a strong background in high-performance computing [90]. - Liu Fanping, CEO of RockAI, has made significant contributions to AI technology and innovation [96]. - Wang Qian, founder and CEO of Zibian Variable Robotics, is focused on developing general-purpose robots [102]. - Mao Jian, COO of Yunxi Technology, specializes in digital transformation services [108]. - Du Zhiheng, co-founder and CEO of Xiaosu Technology, has a rich background in AI and finance [114]. - Zhao Tiancheng, CEO and chief scientist of Lianhui Technology, has developed a multimodal large model recognized in the industry [120]. - Xu Dafeng, head of the platform experience technology department at Ant Group, is an expert in front-end technology [124]. Conference Agenda Highlights - The conference will feature discussions on AI's role in creating super-intelligent entities and teams, as well as the integration of AI into various sectors [130][135]. - Keynote speeches will cover topics such as the evolution of AI, the future of AI development, and the impact of AI on enterprise productivity [138][140]. - The event will also release the "2025 AI Top Ten Trends Report" and the "2025 Annual AI List," highlighting significant advancements and influential figures in the AI industry [129][142].

一水 发自 凹非寺 量子位 | 公众号 QbitAI Sora APP，这就凉凉了？！ 刚刚，a16z合伙人Olivia Moore分享了一组数据，结果让所有人都大吃一惊—— 这款爆发速度比ChatGPT还要快的应用 （5天下载破百万） ，用户留存率一路从10% （day1） 降至2% （day7） 、1% （day30） 、0% （day60） 。 就是说， 虽然新增还在继续，但用户留存不下来 …玩玩儿就腻了。 单看一处细节也能一窥Sora APP的困境。 刚出道时，它轻轻松松地拿下了App Store免费榜第一，但此时此刻它的排位已经降至第22，别说和谷歌Gemini对打了 （第2） ，连麦当劳 （第11） 、谷歌地图 （第19） 这些都打不过。 所以，Sora APP怎么了？过去两个月到底发生了什么？ 出道即巅峰，大多只是尝个鲜 Sora APP是OpenAI今年10月上线的一款视频应用，基于其最新视频模型Sora 2打造。 它整体看起来就像是一个"AI版"抖音短视频平台，形式be like： 由于融合了很多AI玩法，所以刚发布时吸引了大量用户尝鲜，甚至还让OpenAI CEO奥特曼一度成为恶搞主角。 ...