Sora“不懂”的物理常识,成了这家杭州独角兽的护城河?
Tai Mei Ti A P P·2025-12-12 05:53

Group 1 - The article discusses the challenges faced by the "Hangzhou Six Little Dragons," a group of prominent ToB unicorns in the SaaS industry, as they navigate the intersection of SaaS growth plateau and the excitement surrounding AI models by 2025 [2][3] - The Chinese SaaS industry is experiencing structural difficulties, including low willingness to pay, high customization demands, and growth saturation, as highlighted by the CEO of Qunke Technology, who questions the profitability of adding AI to an already unprofitable software sector [3][4] - The limitations of general AI models in understanding the physical world are emphasized, with a metaphor illustrating that current AI cannot accurately depict real-world objects, such as a watch, due to its reliance on internet data rather than physical mechanics [4][5] Group 2 - Qunke Technology aims to address the shortcomings of general models by utilizing its extensive database of 500 million 3D structured scene data to transition AI from "guessing the world" to "calculating the world" [5][6] - The company has launched LuxReal, a video generation tool that incorporates real physical attributes into its 3D models, ensuring that the generated videos adhere to physical laws, thus transforming AI video from a toy into a commercial tool [6][7] - Qunke Technology's broader ambition is to become a "water seller" in the robot era, with plans to shift from traditional subscription models to a hybrid model that includes "subscription + token/computing power" as robots will increasingly utilize their scene data for training [7][8] Group 3 - The chairman of Qunke Technology envisions a future where robots will play a significant role in daily life, suggesting that to achieve a high standard of living, reliance on robots will be essential, as they will need to perform physical tasks in the real world [9]