以下文章来源于语言即世界language is world,作者张小珺 汤道生 腾讯集团高级执行副总裁、云与智慧产业事业群CEO 张小珺 以下是张小珺对汤道生的访谈全文（作者做了语言优化。） 第一章 调组织、接DeepSeek、资源整合，腾讯元宝这半年 01举手 张小珺： Dowson，过去一年从我们上次访谈到现在，在你眼中，整个AI市场有哪些是最重要的变量？腾讯在AI的动作上有哪些是最重要的变化？ 汤道生： 最大变化是国内大模型市场更集中了，开源成为国内各大模型的重要战略，比如DeepSeek横空出世。 对腾讯非常重要的变化是，很多产品服务从原来只基于混元，到变成开放整合多家大模型。 去年我们看到AI产品赛道起来了。年底我举手，跟TEG（腾讯技术工程事业群）再度搭配起来——他们更专注做混元大模型，CSIG（云与智慧产业事业 群）承担前端产品责任，一起打仗。 这比较像我们做云服务，TEG和CSIG紧密合作，也是类似模式——我们在前端服务客户，他们在后端提供底层技术支持。 CSIG接了元宝后不久，马上遇到DeepSeek R1发布，当时大家对于DeepSeek App有强烈需求。但DeepSeek自己的App限 ...

随着智能体被逐渐应用于各行各业，它们对业务运营、人机协作和国家安全的影响正在不断扩大，确保 智能体安全、可解释且可靠的责任也随之加重。美国政策研究智库R街研究所(R Street Institute)发表 了"The Rise of AI Agents: Anticipating CyberSecurityOpportunities, Risks, and the Next Frontier"的报告，概 述了智能体系统的架构，探讨了智能体在网络安全用例中的部署方式，并识别了它们在网络安全领域的 优势及在四个不同的基础功能层面（感知、推理、行动和记忆）产生的新风险。启元洞见编译该报告， 为智能体相关研究提供参考。 一、引言 2023年被称为"生成式人工智能"元年，2024年则稳步迈向"人工智能实用化"，而2025年则被誉为"智能 体"元年。智能体的核心是"由人工智能驱动的自主智能系统，旨在独立执行特定任务，无需人工干 预。"尽管目前对智能体尚未有明确的定义，但都强调了其包括学习、记忆、计划、推理、决策和适应 在内的一系列自主追求和完成目标的能力。与非智能体系统不同，它能在较少的人工干预下执行多步骤 任务，潜力巨 ...

Core Insights - OpenAI is transitioning from a model company to an "agent" platform that drives productivity through natural language, introducing four new products that could reshape society and business [2][3][6] Group 1: New Product Offerings - The four new products introduced by OpenAI include Apps SDK, AgentKit, Codex, and Sora 2, which enable users to create applications, manage multi-agent systems, understand and write code, and generate videos from text, respectively [2][3][19] - These innovations signify a shift towards individual empowerment in software development, allowing users to independently create complex systems that previously required teams and significant time investment [3][4] Group 2: Impact on Business and Society - The emergence of AI tools is expected to enable individuals to become self-sufficient in various industries, effectively creating their own companies and teams, thus amplifying productivity by orders of magnitude [4][6][10] - The traditional corporate structure may be disrupted as AI agents take over roles traditionally held by middle management, leading to a new model of business where a single individual can manage multiple agents to execute tasks [12][16] Group 3: Investment Landscape - Investment strategies are likely to evolve from funding traditional companies to investing in clusters of agents, with the focus shifting to individuals who can orchestrate these agent networks [14][18] - The capital market may see a rise in opportunities related to domestic technology, such as local chips and robots, which could create significant investment prospects [28] Group 4: Future of Content and Platforms - The release of Sora 2 could revolutionize content creation, similar to how platforms like TikTok transformed social media, by allowing users to generate high-quality videos quickly and efficiently [19][20] - The future landscape of content, business, social, and capital platforms is anticipated to be heavily influenced by AI, potentially leading to a consolidation of power among a few dominant players [21][22][23] Group 5: Challenges and Considerations - While technology democratizes access to tools, the competition will remain fierce, with a small percentage of individuals likely to dominate the landscape, raising concerns about the sustainability of this model for the majority [24][25][29] - The rapid pace of technological change necessitates a balance between innovation and societal needs, ensuring that the development of AI does not lead to job displacement without adequate measures in place [29][30]

Core Insights - OpenAI is transitioning from a model company to an "agent" platform that enhances productivity through natural language-driven tools [2][5][17] - The introduction of four new products—Apps SDK, AgentKit, Codex, and Sora 2—could revolutionize how individuals create and manage software and content [2][5][14] Group 1: Impact of AI on Individual Empowerment - AI has the potential to enable individuals to become "self-developers," allowing them to write code, produce software, and complete production cycles independently [5][9] - The shift towards "self-products" could lead to a significant reduction in reliance on large companies for software, similar to the decline of traditional media [5][10] Group 2: Transformation of Business Structures - The role of middle management may be replaced by "middle robots," as AI agents take over routine tasks, allowing individuals to focus on creative and strategic aspects [9][11] - Future entrepreneurship may require smaller teams, with various AI agents handling research, development, marketing, and finance [10][12] Group 3: Evolution of Content Creation and Distribution - Sora 2's ability to generate videos from simple text inputs may redefine content creation, positioning it as a potential successor to platforms like TikTok [14][16] - The content generated by Sora 2 is expected to have higher semantic density and clarity, improving the efficiency of content distribution [16] Group 4: Market Dynamics and Investment Trends - Investment focus may shift from traditional companies to clusters of AI agents, with capital directed towards individuals who can manage these agent teams [10][20] - The competitive landscape may narrow, with a few dominant players emerging in the AI space, potentially reducing the number of leading tech companies [17][18] Group 5: Societal Implications and Future Considerations - The rise of AI could lead to a restructuring of social and economic frameworks, with a need for new organizational capabilities to manage AI agents effectively [13][19] - The speed of technological change is expected to accelerate, emphasizing the importance of creativity and ideas as the primary competitive advantage in the future [20][22]

Core Insights - The project "Wucheng Smart Future" won by iFlytek Zhiyuan marks a significant milestone in the large-scale implementation of AI models, with a total contract value of approximately 380 million yuan [1][20]. - The project encompasses a comprehensive digital infrastructure, including a smart base, ten AI scenarios, and three data service scenarios, indicating a shift from isolated software and hardware to integrated intelligent systems [2][20]. Project Overview - The project was awarded to iFlytek Zhiyuan, which outperformed competitors such as China Unicom, Guotai Xindian, and China Mobile, based on the highest score in the bidding process [6][20]. - The total budget for the project is set at 388.91 million yuan, with the breakdown of costs showing that software expenses significantly exceed hardware costs, indicating a trend where AI models are becoming monetized [3][4]. Financial Breakdown - The cost distribution for the project is as follows: software (41% or 156 million yuan), hardware (38% or 144 million yuan), cloud resources (11% or 42 million yuan), data services (6% or 21 million yuan), security (3% or 10 million yuan), research and renovation (2% or 6 million yuan), and hardware-software integration (1% or 5 million yuan) [4]. AI Scenarios - The project includes ten AI scenarios that integrate large models and intelligent agents across various sectors such as education, public security, human resources, and healthcare, showcasing the versatility of AI applications [10][20]. - For instance, the AI+Education scenario incorporates a large model AI teacher assistant, utilizing iFlytek's educational resources, with a quoted price of 800,000 yuan [10][11]. Data Service and Infrastructure - The project also features three data service scenarios, including a data circulation service platform and a city data operation platform, which are essential for managing and utilizing data effectively [13][20]. - The infrastructure includes an AI innovation center equipped with Huawei's high-performance computing units, further emphasizing the integration of domestic AI technologies [14][20]. Industry Implications - The successful bid by iFlytek Zhiyuan not only represents a substantial order but also highlights the growing trend of AI technology moving from conceptual validation to large-scale industrial application [20]. - The project reflects a complete domestic AI industry chain, showcasing the capabilities of Chinese AI technologies and their integration into various sectors, marking a significant advancement in the digital transformation of urban infrastructure [20].

wo[Table_Title] Research Report 8 Oct 2025 美国电子 US Technology OpenAI DevDay 2025：从"应用"到"平台"的三大战略——平台化、智能体、 与算力模型矩阵 OpenAI DevDay 2025: Three Pillars of the Strategy—Platformization, Production-Grade Agents, and the Compute/Model Stack 姚书桥 Barney Yao 吕小潼 Xiaotong Lyu barney.sq.yao@htisec.com xt.lyu@htisec.com 风险 1）需求疲软 2）供应链风险 3）竞争加剧 [Table_yemei1] Flash Analysis [Table_summary] (Please see APPENDIX 1 for English summary) 事件 2025 年 10 月 6 日，OpenAI 在旧金山 Fort Mason 举办 DevDay，Sam Altman 发表开场主旨演讲，明确了三大战略重 点：首先，推 ...

如今，春天英伟达的GTC，秋天OpenAI的DevDay，是硅谷最重要的盛会。它们预告了未来。 在刚过去的OpenAI开发者日上，除了发布了ChatGPT Apps SDK、AgentKit、GPT-5 Codex，奥特曼提到的几组截至2025年的数据，揭示AI 行业正在驶向何方： 让我们就此做一点大胆地假设与简单的计算。 第一，OpenAI整体每月tokens消耗。 基于API的调用，显然不是OpenAI对外提供AI服务的全部。去年，OpenAI曾披露它的基于ChatGPT的消费者订阅业务，收入占比约为 75%。而按照OpenAI对未来的收入路线规划，ChatGPT订阅收入占比将逐步下滑，取而代之的是API、Agents与其他新业务占比。当然， 目前OpenAI正在布局Agents相关产品线，并开始探索广告与电商业务，但相比其他两大业务，可以说仍然处于商业化早期阶段。 不妨让我们假定，目前，OpenAI来自API的收入，仍然占据25%，而且，收入占比对应着token的消耗数量。 那么，OpenAI基于API的token消耗量，每周将达到60*60*24*7=60万亿tokens，每月则约为260万亿。相应的 ...

机器之心报道 编辑：Panda OpenAI 今年的开发者大会（OpenAI DevDay 2025）正在进行中。 Keynote 一开场，山姆・奥特曼便分享了 OpenAI 这两年取得的成绩： 4 0 0 万 开发者、 8 亿 周活 ChatGPT 用户、API 每 分 钟 60 亿 token 消耗量。 更重要的是，OpenAI 在今年的开发者大会上可真是发布了不少东西，简单总结起来包括：AgentKit、Codex 正式版、ChatGPT 内置应用与 Apps SDK、gpt-realtime- mini、gpt-image-1-mini、Sora 2 API、GPT-5 pro API。 下面具体来看看这些新模型和新工具。 OpenAI 为 AgentKit 设计了一些全新的模块化组件，可助力用户更快地开发智能体，包括 Agent Builder、Connector Registry 和 ChatKit。 Agent Builder AgentKit 首先，最引人瞩目的便是： AgentKit 。 AgentKit 是一套面向开发者和企业的完整工具集，可用于构建、部署和优化智能体（agent）。 这让 ...

"知人者智，自知者明。"——《道德经》 古人早已洞见：真正的人类智慧，不仅仅在于公式推演、掌握技艺，更是能理解他人、洞察人心。今天的大语言模型已能在代码、数学与工具使用上 出色 地完 成 任务 ，然而距离成为真正的 用户伙伴 ，它们依旧缺少那份 "知人" 的能力。这主要源于现实交互远比解题更加复杂： 这正是智能体面临的下一个时代课题： 从 "会解题" 迈向 "懂用户" 。而要真正回答这一课题，我们需要全新的动态评测框架与训练机制：不仅能测量模型在交互 中的表现，还能驱动其学会在用户不确定与多目标的世界里，问之有道，断之有衡，答之有据。为此，来自 UIUC 与 Salesforce 的研究团队提出了一套系统化方 案： 二者相辅相成，把 "以用户为中心" 从理念落地为 可复现的流程、接口与评测指标 。 UserBench 论文链接：https://arxiv.org/pdf/2507.22034 UserBench 代码仓库：https://github.com/SalesforceAIResearch/UserBench 现实交互中， 用户目标常常未在最初完全成形 （underspecification）、而是 ...

以下文章来源于硅谷AI+ ，作者硅谷AI+ AI+ Multimodal Day Fri, 10/10/2025 10:30 AM - 5:00 PM San Francisco, CA 硅谷AI+ . 我们坚信AI和大语言模型会成为每个行业的基础设施，深度关注AI的企业级解决方案。 10月10日至11日，2025年 AI+ Multimodal Day & Agent Everywhere 2025 将在旧金山举办。本次峰 会聚焦 「多模态AI」 与 「智能体」 两大前沿方向，汇聚技术、资本与产生多方力量，致力于推动AI 技术落地与生态共建。 锦秋基金非常开心作为合作伙伴参与本次峰会 ，跟来自全球2000余名产品技术专家、AI创新家以及最 受关注的AI Agent公司一起，讨论智能体的场景落地与想象空间。 锦秋基金被投企业Pokee AI创始人 朱哲清、Wanderboat.ai CEO You Wu将在活动现场与大家交流。 ⬇️ 扫码海报二维码，即刻报名 ⬇️ RSVP Youna 7 Lei Xu CTO @ LanceDB Paul Klein IV CEO @ Browserbase Div Gar ...