BABA(US:BABA) 证券时报·2025-11-02 05:07Group 1 - Elon Musk predicts that within the next five to six years, all digital content consumed by humans will be generated by AI [1] - Musk envisions future smartphones as edge nodes for AI reasoning, eliminating the need for operating systems or applications, with devices serving merely as display and audio terminals [1] - The AI on personal devices will be capable of generating any required tool or application in one to two seconds, enhancing user experience significantly [1] Group 2 - OpenAI is developing a new smart device framework, with a team led by legendary Apple designer Jony Ive, aiming to make generative AI applications more accessible [2] - The new device, pocket-sized and AI-centric, will run custom AI models locally while utilizing cloud computing for complex tasks, positioning itself as a "third core device" after laptops and smartphones [2] - Alibaba's CEO also supports the idea that natural language will become the source code of the AI era, allowing users to create their own agents simply by inputting their needs in their native language [2] Group 3 - The emergence of large models is expected to revolutionize software development, allowing anyone to create an unlimited number of applications using natural language [3] - The potential developer base is projected to expand from millions to billions, as large models will enable end-users to meet their needs without the traditional costs associated with software development [3]