DeepSeek-R2，终于要来了？ 大模型竞技场秘密上线了一个叫 steve 的神秘模型， 在对话中透露自己来自DeepSeek 。 克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 不过，网友们并不满足于知道steve的厂商，开始讨论起了steve的具体身份。 有人说是R2，有人说是V4，还有人说是旧版本的升级…… 考虑到奥特曼的GPT5和马斯克的Grok4也在热传，如果steve真的是R2，那这个七月就真的太热闹了。 神秘steve引发猜测 在大模型竞技场的公开页面里，并不能找到steve的身影，不过 在前端代码当中，还是能发现有steve的痕迹 。 | ... DevTools - Imarena.ai/?mode=direct | | | | | | | --- | --- | --- | --- | --- | --- | | ir LD 源代码/来源 Lighthouse 元素 应用 | 控制台 | 内存 | 网络 | 性能 | 隐私与安全 | | | | | | | | | > ...

Core Insights - The AI application market in China is undergoing significant changes, with "In-App AI" applications experiencing explosive user growth, reshaping the mobile internet ecosystem [1] Group 1: AI Application Types - The current AI applications in China are categorized into four main types: In-App AI applications, native AI apps from smartphone manufacturers, native apps from internet and AI tech companies, and PC web-based AI applications [2] Group 2: In-App AI Applications - In-App AI applications have seen a surge in active users, reaching 580 million in May, marking a year-on-year growth rate of 106.0%, making it the leading category among AI applications [5] - These applications are deeply integrated into major platforms like WeChat, Douyin, and Baidu, leveraging their vast user bases, with an average of 34.7 uses per user per month [5] - Major players like Douyin and Tencent have rapidly captured market share, with monthly active users of 200 million and 160 million, respectively [5] Group 3: Native AI Apps from Smartphone Manufacturers - Native AI applications from smartphone manufacturers are facing growth challenges, with 500 million monthly active users in May, reflecting a modest year-on-year growth of 9.5% [5] - Applications like Huawei's Xiaoyi and OPPO's Xiaobu Assistant, which previously thrived due to pre-installation advantages, are now experiencing user diversion due to competition from internet-native apps [5] - These applications are struggling with a lack of differentiated features and high levels of homogeneity, resulting in reduced user growth and engagement, with an average of 17.7 uses per user per month [5] Group 4: Internet and AI Tech Companies' Native Apps - Native apps from internet and AI tech companies show a stark polarization, with a total of 27 million monthly active users in May, driven by top applications like DeepSeek and Doubao, which have 16.8 million and 13 million users, respectively [6] - However, 83.8% of smaller AI applications have fewer than 1 million monthly active users, with many experiencing a decline in user numbers [6] - The PC web-based AI application sector also reflects this polarization, with a total of 19 million monthly active users [6] Group 5: Competitive Landscape - The AI application competition has entered an ecosystem-building phase, with major players optimizing the placement and form of AI plugins to attract more users [9] - Companies are leveraging their strengths to bind AI plugins, creating new competitive advantages, such as Tencent's focus on AI search and social interaction plugins, and Douyin's emphasis on AI search and image/video processing plugins [9] - This shift is not only squeezing the market share of native AI apps from smartphone manufacturers but is also changing traditional user behaviors in searching for news and processing images [9]

Core Insights - The "Global 100 Most Influential Companies" list for 2025 by Time magazine highlights several Chinese companies, indicating their significant impact across various sectors including consumption, AI, and robotics [1][2] - The selection criteria for the list emphasize a multi-dimensional evaluation of companies based on influence, innovation, strategic foresight, and business achievements rather than solely on financial metrics [1] Group 1: Company Highlights - Notable Chinese companies on the list include Alibaba, Huawei, ByteDance, BYD, and emerging tech firms like DeepSeek and Yushutech, showcasing a diverse representation across industries [2][3] - DeepSeek's AI model is noted for its competitive performance against OpenAI's latest products while significantly reducing costs, marking a pivotal moment in the global AI landscape [2][6] - Pop Mart, recognized as a "disruptor," has gained popularity with its IP "Labubu," leading to a surge in collectible toy sales and establishing 530 themed stores globally [3][6] - The tea brand Mixue Ice City, categorized as a "giant," has rapidly expanded to over 45,000 stores, becoming one of the largest restaurant chains worldwide [3][6] Group 2: Industry Trends - The list reflects a shift in the global business landscape, with Chinese companies transitioning from followers to innovators and leaders in various sectors, particularly in new consumption and AI [6][9] - The automotive sector, exemplified by BYD, is highlighted for its advancements in electric vehicle technology and solid-state battery development, positioning it as a key player in the global market [6][10] - The rise of companies from global South countries, such as those from China and the UAE, indicates a growing influence in the global market, particularly in AI and new energy sectors [9][11] Group 3: Future Outlook - The next 5 to 10 years may see a continued rise of companies from global South nations, especially in emerging fields like AI and renewable energy, while Western firms may face challenges in adapting to these changes [11] - The potential for innovation in consumption, AI applications, and the pharmaceutical sector is significant, with Chinese companies expected to lead in creating new business models and applications [10][11]

两个 编译：haozhen 编辑：siqi 海外独角兽原创编译 转载请注明 去年以来，随着 OpenAI 在 o1 模型中提出 RL 叙事 ，以及 DeepSeek 发布的 R1 模型 解开了 RL 谜 题，AI 行业进入了新范式，智能的下半场也真正开启。 如果说过去 LLM 主要依赖于模式匹配与数据记忆，如今，推理能力的兴起让模型能力从表层关联跃 升到复杂认知。推理不仅仅是参数数量或训练数据的增加，而是能充分利用算力进行深度探索。因 此，推理能力既是涌现智能的重要催化剂，也是未来模型在科学发现、复杂决策与 multi-agent 协作 中的关键。 本篇内容是 OpenAI 研究员 Noam Brown 的最新播客。Noam 是全球最顶尖的推理研究员之一，他最 知名的两个项目分别是在德扑中击败顶尖人类玩家的 AI 系统 Libratus 和 Pluribus，2022 年他又开发 了首个在复杂多人策略游戏 Diplomacy 中达到人类水平的 AI，名为 Cicero。 这次播客中，他详细分享了自己在 scaling test time compute 上的前沿观点： • 推理（reasoning）是模型涌现 ...

Core Viewpoint - Chinese AI companies are challenging the dominance of American AI models globally, with increasing adoption of Chinese AI models like DeepSeek across various international sectors, despite U.S. restrictions [1][5]. Group 1: Market Dynamics - International users, including major banks like HSBC and Standard Chartered, are testing Chinese AI models, indicating a shift in preference from American products to Chinese alternatives [1]. - The download figures for OpenAI's ChatGPT stand at 910 million, while DeepSeek has reached 125 million, showcasing a significant gap but also a growing presence of Chinese models [2]. - Chinese AI models are closing the performance gap with American counterparts, with DeepSeek scoring 1,424, closely following Google's Gemini and OpenAI's ChatGPT [3]. Group 2: Strategic Approaches - Chinese AI companies are focusing on practical applications and open-source models, which have spurred global interest and usage, contrasting with the closed-source, high-cost models of American firms [4]. - The open-source strategy has led to significant adoption of Chinese models, with reports indicating that DeepSeek is chosen by one in five users on a global AI platform due to its cost-effectiveness [4]. Group 3: Geopolitical Implications - U.S. restrictions on Chinese AI development have backfired, leading to losses for Western chip manufacturers and failing to halt the progress of Chinese AI [5]. - The increasing adoption of Chinese AI models globally poses a risk to the market share and revenue of American companies like Google and Meta [5]. - The divide between U.S. and Chinese AI systems may hinder global cooperation on AI safety, potentially weakening the ability to address future AI risks [6].

Core Insights - Chinese AI is challenging the dominance of American AI in the global market by leveraging cost advantages and application-oriented strategies [1][2][4] - A significant portion of users, up to one-fifth globally, are opting for Chinese AI models like DeepSeek over American counterparts [1][2] - The performance of Chinese AI models is comparable to that of American models, but at significantly lower prices, making them particularly attractive in regions with limited resources [2][3] Cost Advantage - Chinese AI companies are successfully penetrating the global market by adopting a low-cost strategy, even in the face of American barriers [2] - DeepSeek is reported to be 17 times cheaper than its American counterparts, which is especially appealing in countries like Chile and Brazil [2] - Alibaba has seen over 100,000 derivative models created based on its open-source AI model Qwen, indicating strong developer engagement [2] Application Focus and Open Source - The Chinese AI industry prioritizes practical applications of AI, which may facilitate quicker user acquisition compared to American companies focused on major breakthroughs [3] - Leading Chinese AI firms, including Tencent and Baidu, benefit from open-sourcing their AI models, allowing users to customize them to meet specific needs [3] - The open-source nature of models like DeepSeek has made them attractive for institutions like South Africa's University of the Witwatersrand, which values data security and offline capabilities [3] Industry Implications - The weakening dominance of American AI companies diminishes their power in setting global technology standards [4] - The outcome of the AI competition will ultimately depend on which technology gains broader adoption worldwide, as highlighted by Microsoft's president [4]

凤凰网科技讯 北京时间7月2日，据《华尔街日报》报道，中国AI公司正在削弱美国在全球的AI主导地 位，挑战美国的领先优势，并为一场全球性AI军备竞赛打下了基础。 在欧洲、中东、非洲和亚洲，包括跨国银行、公立大学在内的用户正越来越多地选择中国企业的大语言 模型，将其作为ChatGPT等美国产品的替代方案，例如创业公司DeepSeek和电商巨头阿里巴巴的模型。 中美竞争 一些业内人士表示，这场竞争正在引发技术分化，世界各国将不得不在美式或中式AI系统之间做出选 择。 微软总裁布拉德·史密斯(Brad Smith)在最近一场参议院听证会上表示："决定中美谁赢得这场竞赛的首要 因素，是谁的技术在全球其他地区被更广泛地采用。先做到者将很难被取代。" 尽管面临美国设置的种种障碍，中国AI公司仍在加速前进。美国已限制中国AI企业获得美国生产的计 算机芯片、技术专长和融资渠道，并正威胁进一步收紧限制。中国则在大力投资，建设尽可能减少对美 国依赖的AI供应链。 业内人士表示，随着中美AI系统之间的互通性日益减少，AI模型将更容易把用户困在充满虚假信息和 宣传的信息茧房中。从更长远来看，如果中美在AI安全保障领域的合作破裂，那么 ...

美元黄昏与黄金的逆袭：一场全球货币信仰的转变 2025年5月，美国失去最后一个AAA主权评级，37万亿美元国债的利息支出已超过军费开支，预示着美元霸权的衰落。 特朗普曾公开宣称"美元太强会伤害 贸易"，这一言论暗示着弱势美元已成为美国政府的默许策略。 此后，外汇市场风云突变，投资逻辑面临重塑。日本养老金GPIF宣布减持美债，转而投资澳 元资产；沙特主权基金更将人民币资产配置比例提升至12%。这些看似微小的举动，却正在悄然动摇美元体系的根基。美元指数连续六个月下跌，全球资金 加速逃离美元资产，日元、瑞士法郎等避险货币年初至今升值超过12%，创下三十年来最大涨幅。黄金价格则突破3300美元/盎司，各国央行上半年增持黄 金量同比激增74%，黄金的逆袭，正印证着投资者对美元未来走势的担忧。 散户接盘与债务陷阱：美股盛宴下的隐忧 看似欣欣向荣的美股市场，实则暗藏风险。标普500和纳斯达克指数双双刷新历史新高，看似抹平了四月19%的暴跌创伤，但这背后却是散户资金的"孤注一 掷"。数据显示，四月市场暴跌期间，超过90%的抄底买单来自个人投资者，而机构投资者却在悄悄减持。 摩根士丹利的数据进一步佐证了这一点："科技七 巨头" ...

华尔街日报：中国正迅速削弱美国在全球AI竞赛中的领先地位，中国企业已开始通过提供性能接近、价格却低得多的产品来抢夺客户。在欧洲、中东、非洲和亚洲，从跨国银行到公立大学的用户都开始使用DeepSeek和通义千问Qwen等大型语言模型，以替代GPT等美国大模型。知情人士透露，汇丰银行和渣打银行已开始内部测试DeepSeek的模型，全球最大的石油公司沙特阿美最近在其主数据中心部署了DeepSeek。 ...

Core Insights - The announcement of Huawei and Baidu's open-source AI models has significantly impacted the global tech community, marking a shift in China's approach to AI development compared to the U.S. [1] - China's open-source strategy aims to promote inclusive global AI technology and reshape international tech cooperation [1][5] Group 1: Open-source AI Models - Huawei has open-sourced its Pangu model with 7 billion parameters and a mixture of experts model with 72 billion parameters, while Baidu has launched the Wenxin model 4.5 series [1] - Following the launch of DeepSeek-R1 by DeepSeek, other Chinese tech companies like Alibaba and Tencent have also embraced open-source models, contributing to a robust open-source ecosystem [1] Group 2: Technological Advancements - China's confidence in open-source initiatives stems from breakthroughs in AI model training, high-performance computing clusters, and domestic chip ecosystems [2] - The Chinese AI industry has over 4,500 companies, with a core industry scale nearing 600 billion RMB, covering critical areas such as chips, algorithms, data, platforms, and applications [2] Group 3: Economic Integration - Open-source initiatives by companies like Huawei and Baidu accelerate technology iteration and enhance the penetration of AI into the real economy [3] - The "open-source + commercial service" model lowers the barriers for developers and businesses, fostering innovation and ensuring profitability [3] Group 4: Global Collaboration - China's open-source models provide low-cost, easily deployable solutions for developing countries facing infrastructure and talent challenges [4] - Examples include Huawei Cloud's weather prediction model achieving 98% accuracy and MiniMax's Speech-02 model supporting 32 languages, promoting digital transformation in global southern countries [4] Group 5: Governance and Market Dynamics - China's open-source model is reshaping global AI governance, contrasting with the U.S. approach characterized by "technological hegemony" [5] - The mixed model of "open-source ecology + closed-core" emphasizes the balance between technology sharing and commercial value, providing new pathways for global southern countries to engage in the AI revolution [5]