Sora2爆火，全世界都在寻找超级应用

Core Insights - The rapid rise of Sora 2, an AI video generation app by OpenAI, highlights the market's enthusiasm for AI applications and the quest for a "super app" in the AI landscape [1][3] Group 1: AI Application Trends - The AI field is dividing into two main camps: general large models and vertical models, both aiming for commercial viability [2] - General large models like ChatGPT and Sora 2 are transitioning from technology providers to application platform service providers, integrating features like instant shopping [2][3] - Vertical models focus on specific industries, providing tailored solutions using industry-specific data, such as BloombergGPT for finance [2] Group 2: Market Dynamics - By 2025, AI applications are expected to permeate various sectors, with significant cost reductions reported in industries like film and advertising due to AI tools [3] - The competition between general and vertical models raises the question of which will become the primary entry point for users, with both having unique advantages [3][4] Group 3: China's Position in AI - Chinese companies are showing strong potential in developing AI super applications, leveraging their engineering capabilities and vast application scenarios [5] - Historical trends indicate that Chinese tech firms excel in scaling products, with e-commerce and mobile gaming as examples of rapid growth [5][6] - The cost advantage of Chinese AI products is significant, with DeepSeek demonstrating lower production costs compared to international counterparts [5][6] Group 4: Future Outlook - The concept of the "AI application year" emphasizes the importance of application development for commercializing large models, with companies racing to create market-leading super applications [6][7] - The pursuit of AGI (Artificial General Intelligence) and ASI (Artificial Super Intelligence) is seen as a long-term goal, with multiple super applications likely to emerge globally [7]