The Telegraph is among a number of major media outlets in new coalition aimed at protecting publishers from tech firms’ copyright abuses - Geoff Pugh News industry rivals have joined forces to stop AI giants cashing in on original journalism without contributing to its costs. The Telegraph, the BBC, Sky News, The Guardian and The Financial Times have formed a united front to push for OpenAI, Google and others to pay to use their publications as training data for their technology. In an open letter the ...

Investment Rating - The report maintains an "Overweight" rating for the media industry, indicating a positive outlook for investment opportunities in this sector [5]. Core Insights - The media industry has shown significant performance, with the media index rising by 3.5% last week, outperforming the Shanghai Composite Index by 3.1% [11]. - The report highlights a K-shaped recovery in the gaming sector, with high-end and cost-effective games performing well, while mid-tier games lag behind [8]. - The competition for AI super applications intensified during the Spring Festival, with major players like ByteDance, Alibaba, and Tencent vying for market share [30]. Summary by Sections Weekly Market Review - The media index increased by 3.5%, achieving a trading volume of 715.2 billion yuan, marking the second-highest trading week in 26 years [11]. - Sub-sectors such as film and television, digital media, and publishing led the gains, with notable individual stock performances, including a 61% increase for Zhangyue Technology [14][11]. AI Spring Festival Special - The report discusses the concentrated iteration of AI models during the Spring Festival, with a focus on multi-modal generation and agent capabilities [26]. - Major internet companies are competing for the "AI super entrance," with significant updates from companies like ByteDance and Alibaba [30][35]. - The report notes that the demand for tokens is increasing, leading to accelerated commercialization of AI models [28]. Film Spring Festival Box Office - The overall box office for the Spring Festival reached 5.752 billion yuan, marking a decline compared to previous years, with a notable drop in audience numbers [8]. - The report identifies a strong performance from top films, with "Flying Life 3" leading the box office and "Biao Ren" breaking records for martial arts films [8]. Gaming Spring Festival Special - The gaming sector exhibited a K-shaped recovery, with high-value and luxury games outperforming others [8]. - Tencent maintained a strong position in the market, with several high DAU products dominating the sales charts [8]. - The report suggests that sports events may catalyze the performance of football games, indicating potential growth areas [8]. Internet Sector Insights - The report emphasizes the competitive landscape in AI narratives, with a focus on full-stack AI service providers [25]. - It also notes a potential easing of competition in instant retail, following regulatory discussions with major internet platforms [25].

It's been a tough year for software stocks and hyperscalers. Software investors now fear potential disruption from artificial intelligence model companies, while hyperscalers have sold off after forecasting massive spending plans to build out AI infrastructure. Count Microsoft (NASDAQ: MSFT) as both. While some other prominent software stocks and hyperscalers have sold off by more, Microsoft's stock has declined 30% from its all-time highs set back in July. That's significant bear-market action, in-line w ...

两年前，如果你问一个AI圈的人，哪家公司最在乎安全，十有八九会提到Anthropic。 这家由前OpenAI核心成员创立的公司，一直以"安全优先"作为自己最重要的品牌标签。它甚至在官方文件里白纸黑字写下承诺：如果AI能力达到某个危 险门槛，公司将主动暂停训练，直到安全措施跟上为止。 这份文件有个专属名字：《负责任扩展政策》（Responsible Scaling Policy，RSP）。Anthropic的联合创始人兼CEO Dario Amodei曾多次公开表示，这是他 们区别于其他AI公司最根本的东西：不是最快，而是最负责任。 但就在近两天，这一切悄悄变了。 "We are restructuring our Responsible Scaling Policy into two components: (1) commitments we believe Anthropic can uphold regardless of what others do, and 01 一份政策，一次删除 当地时间2月24日，Anthropic低调发布了RSP第三版（RSP 3.0）。 和过去两个版本相比，这一次更新有一 ...

随着全球企业级AI市场爆发，中国AI科技公司正加速在海外市场布局。 2月26日，据海外媒体报道，蚂蚁数科旗下旗舰AI产品ZOLOZ在马来西亚正式启动运营枢纽中心，旨在升级本地服务能力、加快响应速度、增强本地处 理能力，以更好地服务马来西亚市场客户。 作为蚂蚁集团AItoB业务板块，目前，蚂蚁数科企业级智能体方案已经广泛应用于金融和能源等领域。在金融行业，蚂蚁数科已覆盖超100%国有股份 行，超60%地方性商业银行及数百家金融机构。 财经频道更多独家策划、专家专栏，免费查阅>> 图说：海外媒体报道蚂蚁数科在马来西亚启动运营枢纽中心 据悉，ZOLOZ融合AI、人脸识别和动态风险智能等核心能力，为企业提供AI数字安全验证解决方案，目前已为全球超30个国家和地区的客户提供服 务。 此次马来西亚枢纽中心落地，是蚂蚁数科全球化布局的关键进展。此前，蚂蚁数科海外总部已经落户香港，并在印尼、新加坡等地建立了成熟的业务基 础。 在加速出海的同时，蚂蚁数科也在企业级AI领域持续发力。据媒体近日报道，蚂蚁数科将推出百灵大模型企业版，并已成立"大模型技术创新部"，攻坚 百灵大模型的toB场景落地。百灵企业版将更关注幻觉抑制、指令遵循 ...

2025年的全球企业研发榜单一出，多少人先是激动，再是沉默。 我们以为，时代的风早已转向东方；我们喊着"中国要超越"的口号，觉得美国躺在膨胀幻觉里早该谢幕。但这份榜单，像一面镜子，冷冷地照出中美之间隐 性的距离。 全球前十的企业中，中国唯一代表是华为，排名第六；前五全是美国公司。 中国除了华为，竟真就没人进得去这场世界顶尖研发的"封神榜"？ 2025年，华为的研发投入高达229.41亿欧元，约合1870亿元人民币，比排在中国第二的腾讯高出2.5倍！ 这可不是烧钱换流量，这是踏踏实实地把钱砸进实验室，堆出专利、标准和底层能力。华为公布的数据也很直接截至去年底： 这不是普通公司能有的战斗力。这是一个敢逆全球技术封锁而上的中国高科技企业，靠死磕自主创新硬生生杀出的一条血路。 往下看，情况更复杂。全球研发TOP2000榜总投资中，美国企业占了47.1%，数量达674家；中国企业为525家，投资占比仅为16.1% 美国，不仅压着我们数量多，砸的钱更多，狠劲也更足。美国企业知道只有砸钱，未来才不是死路一条。 你可以说他们"泡沫"，但你不能否认他们真敢"赌技术的未来"。 而我们看起来企业上榜数挺多，但整体强度偏低，平均值被 ...

导语 下载榜排名能否转化为超级入口仍是未知数。 伴随春节假期的结束，投入数十亿资金鏖战的"国产大模型春节战"告一段落。 大战期间，字节豆包、阿里千问、蚂蚁阿福、腾讯元宝轮流登顶App Store免费下载榜。截至2月25日，豆包维持第一位，千问第二，蚂蚁阿福跌至第六， 元宝跌至第十八。 从目前的排名情况来看，豆包与千问，字节跳动与阿里巴巴，守住了大模型时代的入口级位置。蚂蚁阿福与元宝跌出核心阵营，标志其该轮冲刺未能成功 晋级。 大洋彼岸的硅谷，大模型厂商在侧重模型性能提升的同时，开始追求务实，全面布局算力生态网络。中美厂商当下不同路径的选择，核心基于商业化发展 成熟度不同。中国SaaS付费习惯尚未全面养成，企业服务市场体量相对有限，巨头们看到的"最大蛋糕"依然是C端流量，即超级App的入口价值。 但需警惕的是，投入数十亿元烧出的下载榜排名能否转化为超级入口，积累的用户数据能否持续推动模型训练性能提升，仍是未知数。 来源：七麦数据 价值数十亿的小规模战役 整个"国产大模型春节战"并未出现一声明确的发令枪响，而是分阶段逐渐升温的过程。 1月25日，百度文心助手率先宣布投入 5 亿元，开启春节AI红包活动；1月27日 ...

Core Insights - Ruoming Pang, a prominent AI researcher, has transitioned from Meta to OpenAI after only seven months, highlighting the intense competition for top AI talent among major tech companies [1][3][6]. Group 1: Talent Movement - Pang's move to OpenAI follows a brief tenure at Meta, where he was offered a compensation package of up to $200 million by Mark Zuckerberg, indicating the high stakes in talent acquisition within the AI sector [3][6]. - This transition marks a rapid career progression for Pang, who has moved from Apple to Meta and now to OpenAI within a year [5][6]. - The ongoing talent war in the AI industry has seen many Chinese researchers being recruited with compensation packages reaching nine figures [6][10]. Group 2: Impact on Companies - Pang's departure from Apple has cast a shadow over the company's AI development efforts, particularly as he led a team of around 100 engineers focused on building large models to support Apple's AI and the next generation of Siri [10][21]. - The internal pressures and discussions at Apple regarding the potential use of third-party models from OpenAI and Anthropic have demoralized the AFM team, contributing to Pang's decision to leave [23][10]. - Meta's AI team has faced a wave of departures, with Pang being the third talent valued over $200 million to leave within a year, raising concerns about the stability and future of Meta's AI initiatives [34][36]. Group 3: Pang's Background and Expertise - Ruoming Pang has an extensive background in AI and machine learning, having previously worked at Google for 15 years, where he contributed to significant projects and led teams in various capacities [15][18][20]. - His academic credentials include degrees from prestigious institutions, and he has published over 100 influential research papers, showcasing his expertise in the field [27][30]. - Pang is recognized for his deep understanding of both machine learning algorithms and foundational infrastructure, making him a valuable asset in any AI research environment [32][30].

IMO金牌已经"过时"了。 基于Gemini 3 Deep Think的谷歌数学智能体Aletheia在更难的挑战赛FirstProof中拿下的最佳成绩。 在公布的完整成绩单中，10道题Aletheia全程0人工参与解出6道，其中5题专家全票通过，还有一题拿到了5/7的通过率。 | | Aletheia | Expert Evaluation | | --- | --- | --- | | | (best of 2) | (correct/total) | | P1 | N/A | | | P2 | Correct | 4/4 | | РЗ | N/A | | | P4 | N/A | | | P5 | Correct | 4/4 | | be | N/A | | | P7 | Correct | 3/3 | | P8 | Correct? | 5/7 | | P9 | Correct | 4/4 | | P10 | | 2/2 | FirstProof是由来自哈佛、斯坦福等名校的11位顶尖数学家联手打造的一套专门验证AI独立科研能力的数学题集。 10道题全网无迹可循，没法儿背答案作弊，连陶哲轩都转发说这事儿 ...

苹果前基础模型团队负责人、上海交大校友庞若鸣，被扎克伯格天价挖去Meta仅仅半年，再度跳槽！ 最新消息，他已于上周离职并加入OpenAI。此消息获OpenAI发言人证实。 OpenAI对其觊觎已久，过去数月一直在全力挖角。 据悉，庞若明当初加盟Meta时，手握的薪酬方案总价值超2亿美元（约14亿元人民币），分多年兑现，具体金额与完成特定里程碑目标直接挂钩。 他的出走，正值Meta人工智能团队离职潮持续发酵之际。 庞若鸣其人 公开资料显示，庞若鸣本科毕业于上海交大，硕博分别就读于南加州和普林斯顿。 庞若明之外，Meta超级智能实验室开发者平台产品负责人Mat Velloso，同样在短暂任职后宣布离职。他于去年7月从谷歌DeepMind加入Meta，不久前在 领英上公布了离职消息。 Geoffrey Hinton核心弟子、Meta生成式人工智能研究副总裁、卡内基梅隆大学计算机科学教授、苹果首任AI总监Russ Salakhutdinov，在Meta任职已满两 年，就在昨天也官宣离职了。 此外，Meta前首席人工智能科学家Yann LeCun，去年离职事件当时更是闹得沸沸扬扬。 一毕业直接加入谷歌，在谷歌担任了15 ...