AI大模型新年贺词排首，AI Agent元年来了？

Core Insights - The article emphasizes the growing importance of AI software alongside AI hardware, highlighting recent developments in AI applications and acquisitions, particularly Meta's acquisition of Manus [1][6][10]. Group 1: AI Market Trends - The AI token consumption has surged dramatically, increasing from 4 trillion tokens per day in December last year to 50 trillion tokens this month, representing a growth of over 12 times [5]. - The anticipated explosion of AI applications is expected to occur in 2026, driven by advancements in large model capabilities [5]. Group 2: Meta's Acquisition of Manus - Meta's acquisition of Manus aims to enhance its agent technology and commercial capabilities, addressing its lag in AI development compared to competitors like OpenAI and Google [10]. - Manus has a subscription model with 1.25 billion USD in annual revenue and millions of overseas paying users, which aligns well with the U.S. market's payment habits [10]. - This acquisition is seen as a strategic move to create a commercial loop of "computing power + application" and to diversify Meta's revenue sources beyond traditional advertising [10]. Group 3: Competitive Landscape of AI Applications - Concerns exist regarding the core competitiveness of AI application companies, particularly against large model companies that can leverage their resources to quickly capture market share [12]. - The core competitiveness of AI application companies lies in their ability to integrate technology rapidly and effectively into specific scenarios, achieving higher accuracy in vertical fields compared to general-purpose models [12]. Group 4: Company Profiles - Yidian Tianxia focuses on providing integrated marketing and advertising services for enterprises, leveraging its extensive experience in overseas marketing to develop vertical tools like AdsGo.ai [13]. - BlueFocus offers comprehensive marketing technology services, including advertising agency services and metaverse marketing, while developing over 130 marketing-focused AI agents based on major models like Google Gemini [14].