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The majority of mega cap private companies will go public, says Morgan Stanley's Colin Stewart
CNBC Television· 2025-08-06 16:33
Welcome back. It's been a packed year for companies testing the public marketers markets and investors are liking what they've seen so far. The Renaissance IPO ETF today hitting its highest level since February 2022.Names like Figma, Coreeave, and Hinge Health all surging since making their trading debut. Can the momentum last into year end though. Our next guest led all of those IPOs and joins us now with his outlook.Let's bring in Colin Stewart, Morgan Stanley, vice chairman of global tech, M&A, and capit ...
OpenAI's blockbuster valuation deal
CNBC Television· 2025-08-06 16:11
OpenAI now eyeing a staggering half a trillion dollar valuation after early stage talks with investors about an employee stock sale. Mackenzie Sagalos has that news for today's tech check. Hey Mac. Hey Leslie.So this deal, which would allow both current and former employees to sell vested shares, would put OpenAI ahead of SpaceX as the most valuable private company in the world and make it worth more than Netflix or Exxon Mobile, marking one of the fastest climbs to that level in tech history. Now, sources ...
腾讯研究院AI速递 20250807
腾讯研究院· 2025-08-06 16:01
Group 1: Generative AI Developments - Anthropic launched Claude Opus 4.1, enhancing agent tasks and real-world coding capabilities, with significant model improvements expected soon [1] - Claude Opus 4.1 achieved 74.5% on the SWE-bench Verified benchmark, outperforming OpenAI's GPT-4.1 at 54.6% [1] - OpenAI released two new open-source inference models, gpt-oss-120b and gpt-oss-20b, with 117 billion and 21 billion parameters respectively, supporting 128k context length [2] - Google's DeepMind introduced Genie 3, a universal world model capable of generating interactive worlds in real-time at 720p [3] - Google Gemini's Storybook feature allows users to create 10-page illustrated stories from simple descriptions, supporting various artistic styles [4] Group 2: AI Competitions and Performance - The first Kaggle AI chess competition saw models like OpenAI's o3 and o4-mini, DeepSeek R1, and Grok 4 participating, with Grok 4 showing the best performance [5] - Grok 4 demonstrated "GM-level" tactical strategies and speed, advancing to the semifinals alongside Gemini 2.5 Pro [5] Group 3: AI in Music and Robotics - ElevenLabs launched Eleven Music, an AI music generation model that allows users to control various musical elements through text prompts [6] - Fourier introduced the GR-3 humanoid robot, designed with a friendly appearance and capable of emotional expression through micro-expressions [7] Group 4: Future of Human-Computer Interaction - Meta's non-invasive sEMG technology enables real-time gesture decoding for computer interaction, showing high accuracy and potential for revolutionizing human-computer interaction [8] Group 5: Insights on AI and Entrepreneurship - LangChain's CEO discussed the future of ambient agents, emphasizing the need for multi-agent systems to improve overall performance [9] - Gamma's founder highlighted the importance of organizational innovation in the AI era, with a focus on small teams achieving significant user engagement [10][11]
X @TechCrunch
TechCrunch· 2025-08-06 15:55
OpenAI is embracing open source for the first time in five years, with two new models you can download right now making their debut.Get the full rundown here: https://t.co/o1GGstdU8H https://t.co/hliUzy3neP ...
营收超1亿美元!可灵,凭什么?
Di Yi Cai Jing· 2025-08-06 15:32
Core Insights - The emergence of AI-generated content is revolutionizing the video production landscape, as demonstrated by the short film "Kira," which was created with minimal cost and time using various AI tools [2][4][6] - The rapid growth of user engagement and revenue in AI video generation platforms, particularly Kuaishou's Keling, indicates a significant shift in the industry towards AI-assisted content creation [8][17][27] Group 1: AI Video Generation - The short film "Kira" was produced for only $500 and gained significant viewership on platforms like YouTube and Bilibili, showcasing the potential of AI in content creation [2][4] - Hashem AI-Ghaili, the creator of "Kira," utilized multiple AI tools for scriptwriting, image processing, video editing, and sound design, highlighting the collaborative capabilities of AI technologies [4][6] - Keling, a video generation model by Kuaishou, reported an annual recurring revenue (ARR) exceeding $100 million, surpassing competitors like MiniMax, which projected $70 million for 2024 [7][17] Group 2: User Growth and Market Dynamics - Keling's user base grew from 6 million to over 45 million within a year, indicating a strong market demand for AI video generation tools [15][40] - The introduction of features like "multi-image reference" and "motion brush" in Keling has significantly improved user experience and content quality, leading to increased user retention and satisfaction [11][15][28] - The competitive landscape is intensifying, with companies like ByteDance and Google entering the market, indicating a broader acceptance and investment in AI video generation technologies [23][43] Group 3: Technological Advancements - Keling's development of a multi-modal visual language (MVL) allows users to interact with the model using various inputs, enhancing the creative process [15][38] - The introduction of features aimed at improving controllability and consistency in video generation, such as "first and last frame" functionality, has been well-received by creators [11][35] - The industry is witnessing a shift from skepticism to embracing AI tools, as evidenced by the integration of AI in traditional media workflows and the emergence of new job roles related to AI content creation [42][43]
X @Bloomberg
Bloomberg· 2025-08-06 15:04
Today in Bloomberg Deals: Hong Kong listings shine, OpenAI eyes $500 billion valuation and Apollo agrees to buy US data center builder https://t.co/L30qufs7cy ...
亚马逊云科技与OpenAI联手,开放权重模型助力生成式AI应用新飞跃
Sou Hu Cai Jing· 2025-08-06 14:57
亚马逊云科技近日携手OpenAI,宣布了一项重大合作进展。通过Amazon Bedrock和Amazon SageMaker AI平台,客户现在可以轻松访问OpenAI的最新开放权 重模型,从而加速生成式人工智能应用的开发进程。 OpenAI此次推出的两款重量级模型——gpt-oss-120b与gpt-oss-20b,旨在为企业提供更为强大且灵活的AI技术支持。这两款模型不仅性能卓越,还具备低成 本运行的优势,支持本地部署、多样化工具集成以及复杂的思维链处理,为开发者和研究人员提供了广阔的定制空间。 亚马逊云科技产品总监Atul Deo对此次合作表达了高度期待。他表示:"开放权重模型无疑是生成式AI未来发展的关键驱动力。亚马逊云科技一直致力于为 用户提供运行这类模型的最佳平台,这也是我们选择引入OpenAI模型的重要原因。OpenAI的加入,不仅丰富了我们的开放权重模型生态,更是我们将前沿 AI技术普及至全球各组织的又一重要里程碑。我们相信,借助亚马逊云科技广泛的客户基础,OpenAI的先进技术将获得前所未有的市场覆盖和影响力。" 此次合作无疑将为生成式AI领域注入新的活力。通过亚马逊云科技的强大平台,更多企 ...
X @Sam Altman
Sam Altman· 2025-08-06 14:38
we are providing ChatGPT access to the entire federal workforce!(for $1 a year per agency)https://t.co/avYIinWPXX ...
ChatGPT Is MELTING Your Brain – The Scans Prove It!
Coin Bureau· 2025-08-06 14:01
Your brain on chat GPT looks like your muscles after 6 months on the couch. Weak, flabby, and shriveling by the day. Scientists at MIT just proved it with brain scans.And yes, you should be worried. I'm worried. The more people used AI, the less their neurons fired.Memory gone. Creative thinking flatlined. Original thoughts, what are those.We're witnessing the first generation in history voluntarily outsourcing consciousness to AI. But wait, we've been here before and the story never ends the way you think ...
时隔六年,OpenAI 为什么再次开源?
Founder Park· 2025-08-06 14:00
Core Viewpoint - OpenAI's release of the open-source model gpt-oss marks a significant strategic shift, indicating a clearer understanding of its value proposition beyond just the model itself, focusing on its user base and application ecosystem [2][4][13]. Group 1: OpenAI's Open-Source Model Release - OpenAI has launched its first open-source model, gpt-oss, since GPT-2, with performance comparable to its proprietary o4 mini model while reducing costs by at least 10 times [2][10]. - The gpt-oss-120b model achieved a score of 90.0 on the MMLU benchmark, while the gpt-oss-20b scored 85.3, indicating competitive performance in the open-source landscape [3][8]. - The models are designed to run efficiently on various hardware, from consumer-grade GPUs to cloud servers, and are licensed under Apache 2.0, allowing for commercial deployment without downstream usage restrictions [7][8]. Group 2: Strategic Implications - OpenAI's move to open-source is not merely a technical sharing but aims to build an application ecosystem, targeting enterprises looking to deploy open-source AI models [5][12]. - The release reflects OpenAI's recognition that its core competitive advantage lies in its large user base and application ecosystem rather than just the models themselves [4][13]. - OpenAI's decision to avoid releasing training data, code, or technical reports suggests a strategy to attract businesses while potentially impacting academic research and the true open-source AI community [19][22]. Group 3: Competitive Landscape - The introduction of gpt-oss is expected to challenge existing API products, with OpenAI positioning itself aggressively in the market by offering a model that significantly undercuts the cost of its proprietary offerings [10][11]. - The architecture of gpt-oss aligns with industry trends towards sparse MoE models, indicating a shift in design preferences within the AI community [14]. - The competitive landscape is evolving, with OpenAI's release potentially reversing the previous lag in open-source model applications compared to Chinese counterparts [21][22]. Group 4: Future Considerations - The open-source model's ecosystem remains chaotic, with high-scoring models not necessarily being user-friendly, which could slow adoption rates [17][18]. - OpenAI's approach to model safety and fine-tuning raises questions about the balance between usability and security, which will need community validation [15][16]. - The ongoing competition between U.S. and Chinese open-source models highlights the need for strategic actions to maintain relevance and leadership in the AI space [20][22].