以下文章来源于葬AI ，作者沐秋Muqiu 葬AI . 整点真实 在这个行业里，关于投资的故事从不缺少传奇与标签。 但对锦秋来说，我们更关心的不是被贴上了什么标签，而是正在做什么、为什么要做、能给这个充满想象力的 时代带来多少有价值的改变。 我们见证过在不确定性里奔跑出来的酷公司、超级组织，因此始终相信：好的投资不是押注已标注好的"确定 答案"， 不是把创业简单归纳为某种范式。 每一家公司的轨迹都带着独特的纹理，只有真正走进去、真正理解，才会看到那些被宏大叙事遮住的细节与韧 性。 我们对这份复杂性保持敬畏，也拒绝用几个"创始人画像""时代定义""赛道周期"去给创业者贴上固定标签。 在今天的对话里，你会听到一位VC机构管理人几乎没有"自我叙事"的表达。她的底色很简单：把时间留给创 业者，把注意力留给问题，把能量留给做builder，not talker。 在所有"应该如何"的结论之前，先别着急归纳总结，先把手放进泥里。Scale with AI，Experience with AI，和创业者们一起 经历 这个时代。 对了，说了这么多，还没介绍： 本篇内容来自 锦秋基金创始合伙人杨洁和葬AI咸鱼 的首期播客对话， ...

Core Insights - The article discusses the advancements of Jinqiu Fund's portfolio company, Stardust Intelligence, in developing the Lumo-1 model, which aims to enhance robotic capabilities through end-to-end full-body VLA (Vision-Language-Action) modeling [2][11]. Group 1: Lumo-1 Model Overview - Lumo-1 integrates embodied VLM (Vision-Language Model) with cross-domain joint training and reasoning-action training, enabling robots to perform complex tasks with a high degree of intelligence and adaptability [15][16]. - The model demonstrates superior operational intelligence and generalization capabilities, outperforming advanced models like π0 and π0.5 in multi-step long-sequence tasks and fine manipulation operations [11][16]. Group 2: Training Phases - The training process consists of three stages: 1. **Embodied VLM**: Pre-training on selected visual-language data to enhance spatial understanding and trajectory inference [21]. 2. **Cross-domain Joint Training**: Merging data from various robots and perspectives to improve instruction following and spatial reasoning [24]. 3. **Real-World Reasoning-Action Training**: Utilizing the Astribot S1 robot's trajectories for training, allowing the model to learn executable actions in real-world scenarios [30][42]. Group 3: Technical Innovations - Lumo-1 employs a Spatial Action Tokenizer (SAT) for action space modeling, converting action trajectories into reusable "action vocabulary" for more efficient execution [33]. - The model incorporates structured reasoning, allowing it to understand and execute tasks based on abstract concepts and contextual cues, enhancing its decision-making capabilities [35][41]. Group 4: Performance and Impact - Lumo-1 has shown remarkable generalization abilities in real-world environments, successfully adapting to various scenarios and accurately identifying objects despite changes in presentation [44]. - The model's performance in seven multimodal benchmark tests indicates a significant improvement over baseline models, demonstrating that reasoning and action capabilities can coexist without compromising each other [44].

以下文章来源于超级王登科 ，作者DK本人 超级王登科 . 飞机大炮，柴米油盐 人们总喜欢用一句"轻舟已过万重山"，来简化"已过"之前所有的摸索和挣扎。 伟大的产品、公司更是如此。 比如，TikTok。 独响团队成员Piaf（曾在TikTok负责早期用户增长，现独响COO）跟王登科（独响CEO）这样分享： 那段故事里充满了不确定性，却也是团队韧性被推至极限、最让人百转千回的阶段。王登科在记录Piaf视角 下Tiktok那一万个新增用户的文章里，说到： " 很羡慕字节，不是字节产品多厉害，多赚钱，而是在最开始的时候，确实有一个朝气蓬勃，充满干 劲，又愿意跳进水里扑腾的团队，这个团队包括 Piaf，包括卷卷（数美万物CEO任利锋），也包括现在 依然在字节的很多人。 " 勇气，并不体现在你认为是确定的地方，唯吾独尊；而是在自己不确定的地方，不气馁、不放弃、找到那 群"愿意跳进水里扑腾"的人，大家一起坚定地向前冲。 这篇王登科的分享，送给每一位"正在扑腾"的创业者，希望大家都能找到自己翻跃重山的韧性和勇气。 原文： 公众号「超级王登科」 《TikTok 也曾经很在乎那一万个新增用户》 我们团队的 Piaf 在 2017 ...

Core Insights - The article discusses the exploration and evaluation of AI products in practical scenarios, focusing on the design of a brand IP image using AI technology [1][3] - It highlights the strategy of brand personification adopted by eight leading AI companies, revealing their unique brand identities [3][4] Experiment Overview - The company aims to unlock another usage scenario for AI by finding a universal method for market departments [5] - The experiment involves a comprehensive testing process that spans text and visual elements, emphasizing the importance of context in AI execution [6] Design Process - The core challenge is to evolve from understanding to reconstruction, involving three rounds of design iterations [7] - The AI models used include Google Gemini 3 Pro, Claude Sonnet 4.5, and GPT-5.1, which analyze text data to extract brand personality and create visual prompts [8] Iteration Rounds - **Round 1**: AI generates designs without visual references, relying solely on text understanding [9] - **Round 2**: Specific IP references are introduced to test AI's imitation and fusion capabilities, but it leads to overfitting and a lack of originality [30][31] - **Round 3**: The focus shifts to style guidance, allowing AI to learn from different visual styles and integrate them with the brand's core identity, resulting in clearer and more coherent designs [36][48] Final Insights - The experiment concludes that providing a clear visual context is more effective than specific character references in stimulating AI creativity [50] - The final design of the brand IP will be determined by the collective aesthetic preferences of entrepreneurs and readers, inviting community participation in the design process [52][54]

Core Insights - The article discusses the evaluation of AI models in the context of the NeurIPS 2025 conference, focusing on how AI can assess research papers through a blind review process [2][10]. Group 1: Evaluation Methodology - The evaluation involved several AI models, including GPT5, Claude 4.5, and others, to conduct blind reviews of selected NeurIPS award-winning papers [7][8]. - Three complementary assessment scenarios were designed: full paper review, abstract-only review, and adversarial review to test the models' sensitivity to different framing [9][10]. Group 2: AI Review Outcomes - In the full paper review, the paper "Gated Attention for Large Language Models" received high scores, with GPT5 rating it as a Best Paper [13][16]. - The paper "1000 Layer Networks for Self-Supervised RL" also received favorable evaluations, with GPT5 giving it a score of 8.3 and recommending it for a poster presentation [21][43]. - The paper "Does Reinforcement Learning Really Incentivize Reasoning Capacity in LLMs Beyond the Base Model?" was rated highly by multiple models, with Minimax even suggesting it as a Best Paper [28][46]. Group 3: Summary of Findings - The AI models generally agreed on the quality of the papers, with most scoring above 8 for technical correctness and significance [30][32]. - However, in adversarial reviews, the same papers faced significant criticism, leading to lower scores and recommendations for rejection, highlighting the models' varying perspectives based on the review context [55][57]. - The evaluations revealed a divergence between human and AI assessments, particularly in the adversarial setting, where AI reviewers were more critical [55][60].

Core Viewpoint - The article discusses the evolution of the content industry from efficiency to emotional engagement, emphasizing that AI will not replace creators but will enhance their value through interactive and imaginative content creation [4][5][51]. Group 1: Company Overview - Jinqiu Fund is the lead investor in the Series A financing of Xiangfa Liu, focusing on long-term investments in groundbreaking AI startups [5][8]. - Xiangfa Liu, founded in 2023, aims to build an AI co-creation content universe where users actively participate in creating characters, worlds, and stories [6][8]. - The core product "Zao Meng Ci Yuan" (Dream Dimension) has over 10 million users and an average daily interaction time exceeding 100 minutes, making it one of the most engaged AI content platforms [7][9]. Group 2: Interactive Content Ecosystem - The interactive content ecosystem primarily targets younger audiences, including teenagers and young adults, with a focus on storytelling rather than gameplay mechanics [16][18]. - The main challenge in this ecosystem is the insufficient content supply, which limits the engagement of younger users [19]. - AI advancements, particularly in large language models (LLMs) and multi-modal content, are transforming user interactions and enabling imaginative content creation [21][22]. Group 3: Monetization and IP Development - Creators on the platform can earn revenue through various means, including direct tips, subscriptions, and merchandise sales, with a focus on developing characters into influential IPs [23][25]. - The platform emphasizes the importance of continuous content creation around a single IP to build a rich narrative universe, enhancing user engagement and emotional connection [27][26]. - The shared ownership model of IP between the platform and creators fosters a collaborative environment for content development [28]. Group 4: Future Directions and Innovations - The company is focused on developing tools that lower the barrier for creators, allowing them to produce high-quality content with minimal technical skills [36][37]. - Upcoming features include innovative gameplay mechanics and the ability to convert user interactions into music and short films, expanding the creative possibilities [44][45]. - The strategic integration of tools, content platforms, and IP development is seen as a holistic approach to building a sustainable content ecosystem [47][49].

Core Insights - The article discusses the launch of Doubao Mobile Assistant, an AI Agent developed in collaboration with ZTE, designed to enhance mobile efficiency by automating complex tasks across applications [1][4][6] - The testing revealed both impressive capabilities and limitations, highlighting the need for further optimization and user experience improvements [5][30] Group 1: Product Features and Performance - Doubao Mobile Assistant operates as a system-level agent, capable of executing tasks without user intervention, utilizing visual recognition and contextual understanding [1][8] - During testing, the assistant demonstrated strong memory retention and task execution over extended periods, successfully navigating multiple applications [14][30] - The assistant's ability to adapt to user commands and switch between tasks was noted, particularly in scenarios involving complex navigation and information retrieval [15][23][30] Group 2: User Experience and Limitations - Users experienced delays in operation, particularly in tasks requiring rapid sequential actions, which affected overall efficiency [5][34] - Certain applications were not compatible, limiting the assistant's functionality and user engagement [34][36] - The assistant's performance varied based on task complexity, with some tasks requiring manual input due to recognition inaccuracies [18][34] Group 3: Future Implications and Industry Impact - The article suggests that Doubao Mobile Assistant represents a significant shift towards proactive AI agents that can manage user tasks autonomously [37][41] - The potential for integrating user context and enhancing AI capabilities is highlighted, indicating a future where AI can operate seamlessly across various applications [39][41] - The competition for user interaction points is expected to intensify, as the assistant aims to unify task management across disparate applications [47][49]

以下文章来源于四木相对论 ，作者关注AI的 四木相对论 . 写技术、写产品、写未来。写正在改变世界的人和事。 「Jinqiu Spotlight」 追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 锦秋基金已完成对 ArtArch 的投资。 锦秋基金，作为12年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技术和创新商业 模式的通用人工智能初创企业。 创作正在从"拍-编-剪"时代，进入"用想象力构建作品"的时代。 一年完成两轮融资，前字节智能创作部门工程研发负责人黄严创立的 ArtArch， 正在用一套自研的"想象力引 擎"破解 AI 创作的最后一公里难题。 举个例子，这套引擎能将"一个小孩在雨里奔跑，突然抬头看到一条巨龙掠过天空"这样一句话，自动拆解成包含 运镜、光影、节奏的完整五镜分镜，编剧、导演、分镜师、特效师的反复沟通，被压缩成了几秒钟的系统自动编 排。 "真正的创作不是 prompt，而是大模型、多模态能力、工程化结构和创意逻辑的一体化协同。" 黄严所说的这套体系，本质上是在重新定义 AI 时代的创作范式： 让技术门槛消失，让想象力直接变成可执行的 ...

Group 1: Recent Financing Activities - Astribot completed a multi-hundred million yuan A++ round financing led by Guoke Investment and Ant Group, with participation from various notable financial institutions and industry capital, including continued support from Jinqiu Fund, which was the lead investor in the A round [1] - Lingqi Wanwu secured nearly 100 million yuan in three rounds of financing over four months, with the latest round led by Jinqiu Fund and participation from several other investors, focusing on a dual architecture model for human motion capture data [2] - Micronucleus completed over 100 million yuan in B round strategic financing led by BlueRun Ventures, showcasing strong market consensus on its 3D-CIM™ technology for AI computing applications [3] - VideoTutor announced the completion of a seed round financing of 11 million USD, led by YZi Labs, targeting K12 education with personalized video generation [4] - NemoVideo raised nearly 10 million USD in Pre-A and angel rounds, focusing on video creator tools and building a video production agent platform [5] Group 2: Technological Innovations - Yushu Technology launched a full-body remote operation platform that utilizes motion capture and real-time transmission systems to replicate human movements with a humanoid robot, demonstrating its application in various scenarios [8] - Diguo Robot introduced the S600, a high-performance development platform for embodied intelligent robots, and announced plans for a comprehensive development platform that integrates hardware and software [9] - Lingqi Wanwu released a demo video showcasing its algorithm in collaboration with Yushu's robot, achieving near-human fluidity in executing household tasks [10] Group 3: Industry Insights and Trends - Leonis Capital published a benchmark report analyzing the fastest-growing AI startups, highlighting a shift in capital investment towards computing power and data rather than human resources [14] - The first "Jinqiu Conference" featured discussions on entrepreneurial opportunities and trends in AI investment for 2025, with insights from various industry leaders [17]

Core Insights - The article discusses the recent success of Hogi's AI animation product "OiiOii," which has gained significant traction in the market due to its innovative approach to animation creation and the growing demand for visual content in the short video era [5][6][7]. Group 1: Product Overview - OiiOii is an AI-driven animation tool that allows users to create animations with minimal input, effectively acting as a "director team" with multiple AI agents assisting in the creative process [12][15]. - The product has quickly gained popularity, with 7,210 beta testing spots filled rapidly and free invitation codes being sold for 30 yuan on secondary markets [7][8]. - OiiOii's technology addresses the major pain point of "character consistency" in AI-generated videos, leveraging advancements like Sora2 and nanobanana2 to enhance animation quality [34][66]. Group 2: Market Demand and User Experience - The demand for visual expression has surged in the short video era, expanding the potential user base from 10,000 professional creators to 200,000 casual creators [73]. - Users experience a sense of creative control, as the AI agents handle various aspects of animation production, allowing for a more engaging and enjoyable creative process [23][28]. - Despite some limitations in video quality, OiiOii is positioned to deliver satisfactory results for short videos and concept pieces, achieving scores above 80 in user satisfaction [32]. Group 3: Competitive Advantage - OiiOii's focus on the animation niche allows it to avoid the "uncanny valley" effect that plagues general video generation tools, where users have higher expectations for realism [34]. - The product lowers the barriers to entry for animation creation, enabling users with basic typing skills to produce quality content without needing extensive knowledge of animation techniques [37]. - The team behind OiiOii possesses critical industry know-how, which serves as a significant competitive barrier against potential imitators [55][59]. Group 4: Future Considerations - The article raises questions about the sustainability of OiiOii's popularity, particularly regarding user retention and willingness to pay once the product transitions from free to a paid model [75][76]. - The ongoing evolution of AI technology is expected to redefine the boundaries of professional skills, making animation creation accessible to a broader audience [80][82]. - The potential for new content forms and animation categories driven by AI innovation is highlighted as an exciting prospect for the future of the industry [83].