Core Insights - Musk's xAI has launched its latest AI model, Grok 4, which is touted as the "strongest model in the universe" and claims to outperform competitors in various academic assessments [2][5][6] - Grok 4 achieved a 38.6% accuracy rate in the "Humanity's Last Exam," surpassing Google's Gemini 2.5 Pro and OpenAI's o3 [2][5] - The model's training involved a significant increase in computational resources, utilizing a supercomputing center with 100,000 H100 GPUs, resulting in a training volume 10 times that of Grok 3 and 100 times that of Grok 2 [2][6] Performance Metrics - Grok 4 demonstrated exceptional reasoning capabilities, scoring 88.9% in the Graduate-level Question Answering (GPQA) and achieving a perfect score in the American Mathematics Invitational Exam (AIME25) [6] - In a commercial simulation task, Grok 4 managed an average net asset of $4,684.15, double that of its closest competitor, showcasing its long-term planning and multi-step reasoning abilities [6] Business Strategy - xAI has introduced a premium subscription plan for Grok 4 at $300 per month, which is 50% more expensive than OpenAI's top-tier subscription [7] - The API pricing is also aggressive, charging $3 per million tokens for input and $15 for output, reflecting the high training costs associated with Grok 4 [7] Future Developments - Musk plans to integrate Grok 4 with humanoid robots and aims to create high-precision physical simulators, including black hole simulations, to test AI against physical laws [7][8] - Grok 4 is expected to be embedded in Tesla's latest firmware, potentially serving as the brain for voice assistance and autonomous driving [3][7] Industry Context - The AI arms race is intensifying, with Musk's aggressive pace in advancing AI models and applications, positioning xAI as a formidable competitor in the market [9] - The integration of various technologies, including autonomous driving and commercial space ventures, is creating a closed-loop system that enhances the capabilities of Grok 4 [9]

Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. ----------------------------------------------- In Today’s Episode We Discuss: 00:00 Intro 01:08 Daniel Gross & Nat Friedman: Why Two Legendary VCs Walked Away From $ ...

推出一个月300美金的订阅服务。Grok 4是 xAI 对 OpenAI 的 ChatGPT 和谷歌的 Gemini 等模型的回应， 可以分析图像并回答问题。X 最近被 xAI 收购。 马斯克说很牛逼，但海外ai圈还没引爆 周四发布了 Grok 4，这是 xAI 的最新人工智能模型。xAI 是他斥资数十亿美元打造的人工智能项目，旨 在与 OpenAI 和谷歌竞争。马斯克没有提供详细证据，声称该模型在标准化测试中表现出色，并在多个 不同学科领域展现出博士级的知识水平。 "至少在学术问题方面，Grok 4 在所有学科上都比博士水平要好。没有例外。" ...

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和价 值 分 析。 A I 快 报 1. 7月10日，可灵AI上线可图2.1模型，在多个维度实现全面升级，包括指令遵循能力、人像美 感和电影质感以及超180多种不同风格的响应能力，同时新模型还进一步增强了文字生成效果。 从即日起，可图2.1将面向所有会员用户免费开放7天（包括文生图、单图参考、多图参考等）。 可灵AI集AI图片、AI视频和AI音频能力于一身，已累计生成超3.44亿图片和1.68亿视频。 2. 摩根士丹利预计，阿里巴巴在截至6月的第一财季在外卖和闪购上的投入达约100亿元人民币 ，短期盈利将承压；不过仍看好其AI赋能潜力，并维持电商偏好排序：阿里>美团>京东。预计公 司第二财季外卖和闪购投入或翻倍至200亿元，拖累淘天与本地生活EBITA同比跌超40%。 3. 报道：开价2亿美元"薪酬礼包"，Meta不计成本砸钱收纳AI人才。 彭博报道称，Meta为 其"超级智能"团队的新成员提供了异常高的薪酬，其中包括为 ...

Korean Internet Giant Kakao Teams With OpenAI To Jumpstart Growth https://t.co/In10rjBiA7 https://t.co/In10rjBiA7 ...

图片来源：Getty Images—Julia Beverly/WireImage 世界上有好几家最伟大最成功的科技公司都诞生在私家车库里。比如史蒂夫·乔布斯就是在他父母家的 车库里创办了苹果，杰夫・贝佐斯也是在自己的车库里创办了亚马逊。 而现在，随着AI的普及，万众创业时代也将迎来新一波的造富神话。前达拉斯小牛队老板、《创智赢 家》的明星嘉宾马克·库班最近就表示，AI很有可能催生出全球第一位资产达到万亿美元级的富翁。 "至于AI能做的最厉害的、最疯狂的事是什么，我们现在还没有见到呢。"库班在6月29日播客节目 《High Performance》上表示："我不仅相信，AI会造就一个万亿美元资产级别的富豪，而且他可能只是 一个在地下室里搞研究的家伙。AI的潜力就是这么疯狂。 " 以OpenAI为例，这家公司就是它的联合创始人兼总裁格雷格・布罗克曼2015年在他家的客厅里创办 的。今年3月，OpenAI完成了一笔400亿美元融资，其估值目前已达到3000亿美元，该公司CEO山姆·奥 特曼的身家起码也有20亿美元。 "我并不是说，我们会造出《终结者》那种机器人，也不是说，机器不会像电影里那样突然变得比人还 聪明。 ...

市值突破4万亿美元，赚得盆满钵满的不只英伟达和投资者，这似乎已经是整个AI群体的振奋。表面上 是股价、市值，背后充盈了AI所带来的利润和信心。 放到更大的行业背景，从AlphaGo围棋热到AI"小龙小虎"，再到GPT"百模大战"、人形机器人屡屡出 圈……AI细分市场尽管热闹不断，从业者和观察者依然需要不停地找证据，依然免不了对高高低低成 长曲线的担忧。 AI淘金潮中，英伟达一直被描述为"卖铲子的"。当这个角色风光无限，市场用真金白银买单，坚信人工 智能就是未来。在充满希望及不确定性的领域，资本也好，用户也罢，对明星企业、超级产品的推崇， 能给怀有疑虑的群体吃下"定心丸"。 更重要的是，4万亿美元告诉我们，坚持"卖铲子"，卖"好铲子"，做技术的长期主义者，巨额财富是顺 其自然的褒奖。英伟达用30余年证实了这一点，围绕GPU这一项业务，其可以从芯片边缘跟随者，变身 AI算力定义者。 屹立潮头不倒，是很多企业的梦想，却难于登天。技术迭代速度太快的科技行业尤甚，诺基亚不行，英 特尔不行，雅虎不行，苹果也不行。能够熬过低谷穿越周期，就很幸福。 穿越周期的成功者，往往是持续深耕底层技术的长期主义者。它们需要在笃定的方向上 ...

「这是世界上最聪明的人工智能。」 尽管比原定发布会时间推迟了近一个小时，但在今天中午（北京时间 9 月 10 日），xAI 创始人马斯克还是发布了新一代大模型 Grok 4。 纸面上，Grok 4 已经全面超越了所有竞争对手，包括 OpenAI o3、Gemini 2.5 Pro 以及 Claude 4 等当前的顶级大模型，不管是传统的基准测试，还是 SAT 考 试（美国高考）以及各个学科的 GRE 水平测试。 但比起这些已经有点乏味的传统基准测试，更有意思的是，Grok 4 还跑了被成为「人类最后一场闭卷考试」的 Humanity's Last Exam（简称 HLE 测试），并 超越此前一众模型，实现了最高 44.4% 的准确率。 图/ xAI 马斯克在直播中也指出，Grok 4 比几乎所有学科的所有研究生都更聪明，而至少在学术问题上，也优于所有学科的博士水平，「没有例外。」 这还不是 Grok 4 全部潜力。按照马斯克的说法，Grok 4 基础模型的第七版将在本月完成，然后将进行后训练 RL（强化学习）等，最终也会拥有出色的视 频理解能力和工具调用能力。按照路线图，接下来几个月 xAI 还会推出代码模型 ...

左手刚刚融资，右手就发大模型，马斯克重金打造的Grok 4，正式面世！ 7月10日，特斯拉创始人兼首席执行官马斯克旗下的人工智能公司xAI正式发布了Grok 4。在将近1小时 的发布会直播中，xAI发布了这个系列的两款模型，分别是Grok 4（单智能体版本）和Grok 4 Heavy （多智能体版本），其中后者支持4个智能体并行思考，在推理过程中横向比对、纵向协同，调用更大 规模的计算资源以完成更复杂、更精密的任务。 作为xAI在2023年推出首代大模型以来的第四次重要更新，Grok 4在"人类的最后考试"（Humanity's Last Exam）取得了25.4%的准确率，超过了谷歌Gemini 2.5 Pro的21.6%和OpenAI o3（高版本）的21%，被称 为"世界上最强AI模型"。 据xAI的研究人员介绍，Humanity's Last Exam测试总共有2500个问题，包括数学、自然科学、工程以及 所有人文学科，问题广泛且都是博士甚至高级研究水平，极具挑战性，但Grok 4在这些问题上都可以得 到很好的分数。 此外，据发布会披露，在GPQA、AIME25、LCB（Jan-May）、HMMT25 ...

Group 1 - China has maintained its position as the world's largest manufacturing country for 15 consecutive years, with annual manufacturing value added exceeding 30 trillion yuan since the start of the 14th Five-Year Plan [2] - The National Development and Reform Commission (NDRC) has planned 102 major projects during the 14th Five-Year Plan, all of which are expected to be completed by the end of the year [2] - The NDRC projects that China's GDP will reach approximately 140 trillion yuan by 2025, continuing to surpass previous milestones of 110, 120, and 130 trillion yuan [3] Group 2 - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have issued a plan to establish a risk assessment system for artificial intelligence, focusing on key technologies and measurement capabilities [4] - Shanghai has included unicorn companies in its listing cultivation database and is developing measures to support their listing and fundraising projects [5] Group 3 - China's largest green hydrogen and ammonia project has officially commenced production, with an annual output of 320,000 tons of green synthetic ammonia, powered entirely by renewable energy [6] - The project is expected to reach a total capacity of 1.52 million tons upon full completion [6] Group 4 - Starbucks' stake sale in China has attracted nearly 30 investment institutions, with a valuation of around 10 billion USD, although the company may retain a 30% stake [7] - The first domestic nine-valent HPV vaccine has been priced at 499 yuan per dose, significantly lower than imported alternatives [7] Group 5 - The U.S. is set to implement "reciprocal tariffs" starting August 1, 2025, as announced by President Trump [8] - Nissan has suspended production of certain models in two U.S. factories due to tariffs imposed on imported vehicles between the U.S. and Canada [8] Group 6 - Nvidia's first desktop chip is reported to have performance close to Apple's M3, indicating competitive advancements in the AI PC processor market [9] - New Zealand has launched its first national AI strategy, aiming to enhance productivity and competitiveness, with potential contributions to GDP estimated at 76 billion NZD by 2038 [10] Group 7 - Merck is nearing a deal to acquire Verona for approximately 10 billion USD, indicating ongoing consolidation in the pharmaceutical sector [11] - Meta has invested 3.5 billion USD in EssilorLuxottica to advance its AI glasses strategy, reflecting the growing interest in smart eyewear [12] Group 8 - OpenAI has successfully recruited top engineers from Tesla, xAI, and Meta, intensifying competition in the AI talent market [13] - The company Extreme Robotics has recently gone public in Hong Kong, achieving a market valuation exceeding 21.5 billion HKD [13]