DeepSeek真的不行了吗

Core Viewpoint - The decline in DeepSeek's user data has cast a shadow over the prospects of domestic AI, but there is no need for excessive pessimism regarding the future of domestic AI [1][2] Group 1: DeepSeek's Performance - DeepSeek's average monthly downloads dropped from 81.13 million in Q1 to 22.59 million, a decrease of 72.2% [1] - The usage rate of DeepSeek fell from a high of 7.5% at the beginning of the year to 3% [1] - The decline in user data is attributed to the delayed release of the updated version R2 and the high hallucination rate of DeepSeek, which has deterred many users [1] Group 2: Broader Industry Context - Despite DeepSeek's challenges, other domestic internet giants and unicorns are actively investing in AI research and development, with models like Qwen, Wenxin, Quark, and Kimi maintaining strong global rankings [2] - China's advantages in the AI race include a large-scale market and diverse application scenarios, providing ample user behavior data and market demand [3] Group 3: Industry Challenges and Future Directions - The decline in DeepSeek's traffic raises industry-wide questions about maintaining technological leadership and achieving sustainable development through business models [3] - The future of the AI industry will depend on building an open, collaborative, and sustainable ecosystem rather than merely competing on model parameters [3][4] - Policymakers should allow multiple technological routes to develop simultaneously and recognize the value of real-world data generated from various sectors [4] Group 4: Importance of Innovation and Value Creation - The key to success lies in transforming technology into scene value, commercial value, and social value, which may signal the beginning of a "second growth curve" for China's AI [5]