28岁融资过亿，他说大语言模型已“撞墙”，3D是蓝海

Core Viewpoint - The evolution of large language models has slowed down, creating space for the flourishing of AI applications and agents, while 3D models are just beginning to emerge as a blue ocean opportunity [5][70]. Group 1: Company Overview - VAST is a company focused on AI 3D model development, with its product Tripo allowing users to generate complete 3D content from text, images, or multimodal inputs [13][46]. - The company has successfully completed three rounds of financing, each raising tens of millions of dollars [14]. Group 2: Product Development - Tripo 3.0, launched in August, represents a significant advancement, enabling direct use in various industries without requiring users to have prior knowledge of 3D modeling [46][47]. - The transition from Tripo 2.0 to 3.0 involved extensive work on data, algorithms, and system optimization, resulting in improvements in controllability, success rates, precision, and performance [47][49]. Group 3: Market Position and Strategy - The company aims to create a user-friendly 3D creation tool to lower barriers for creators, addressing the lack of accessible tools for 3D content generation [73][96]. - VAST's strategy includes developing both foundational models and applications, allowing for closer user feedback and guiding future model iterations [71][72]. Group 4: User Insights and Applications - The company has engaged with around 1,000 users to gather insights, discovering diverse applications beyond initial expectations, such as in design and art [99][100]. - Tripo Studio has already contributed over half of the company's revenue, indicating strong market demand and user engagement [98]. Group 5: Future Vision - The future of 3D content creation is envisioned as a platform where everyone can participate, similar to the evolution of video and photo sharing in the past decade [79][80]. - The ultimate goal is to transition from a compressed form of content creation to a more natural, 3D-based interaction, reflecting a broader trend in technology towards "decompression" [108][109].