最新外国「自研」大模型，都是套壳国产？

Core Insights - The article discusses the emergence of Chinese open-source AI models as significant players in the global AI landscape, suggesting that foreign developers may need to start learning Chinese due to the influence of these models [1][29]. Group 1: New Model Releases - Cursor has released a major update to its AI code tool, introducing its own code model called Composer, which utilizes a new interface for collaborative work among multiple intelligent agents [5]. - The Composer model, trained using reinforcement learning, is a large MoE model that excels in handling actual code and operates at a speed four times faster than similar models [6][8]. - Cognition has also launched its latest AI model, SWE-1.5, which boasts a parameter count in the hundreds of billions and significantly enhances speed, outperforming Haiku 4.5 by 6 times and Sonnet 4.5 by 13 times [9]. Group 2: Model Development and Origins - There are speculations that both Cursor's Composer and Cognition's SWE-1.5 models are based on Chinese AI models, with evidence suggesting that Cognition's model is customized from Zhiyu's GLM 4.6 model [14][21]. - The release of these models has sparked discussions about the reliance on Chinese open-source models, with industry experts indicating that many new models are fine-tuned rather than built from scratch due to the high costs associated with training foundational models [24][25]. Group 3: Market Trends and Implications - The article highlights the growing dominance of Chinese open-source models in the AI sector, with significant market share held by models like Alibaba's Qwen, which has been leading in downloads and usage since 2025 [30][32]. - The increasing capabilities of these models are not only aiding developers but are also becoming essential for startups, indicating a shift in the competitive landscape of global AI [32][35]. - The article concludes that the positions of followers and leaders in the AI model technology race are gradually changing, with Chinese models establishing a leading status [36].