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未来5-10年,一个不可避免的大趋势
Hu Xiu· 2025-06-26 12:18
Group 1 - The core idea of the article emphasizes the disruptive potential of AI, suggesting that while it brings improvements, it also poses significant threats to traditional business models [4][50]. - AI's impact is illustrated through the evolution of the transportation industry, where value creation has shifted from human-driven processes to algorithm-driven models, particularly in ride-hailing and autonomous driving [8][11]. - The concept of a "one-person billion-dollar business" is introduced, indicating that future business models may rely heavily on AI, reducing the need for human involvement [5][6]. Group 2 - The article discusses the potential for AI to completely restructure business processes across various industries, not limited to specific sectors like transportation [12][19]. - It presents two operational models for businesses integrating AI: one where humans remain central to the process and another where AI takes over core functions, leading to a significant shift in value creation [17][18]. - The emergence of new business models driven by AI is highlighted, with examples from e-commerce and mining, indicating a trend towards automation and AI-driven operations [19][20]. Group 3 - The article outlines the concept of "intelligent scale effects," where companies that can gather and utilize more data will achieve greater efficiency and effectiveness [32][34]. - It emphasizes the importance of data sharing and integration within supply chains to support AI-driven business models, using the example of autonomous vehicle companies [33][37]. - The potential for AI to create a new class of "unmanned companies" is discussed, representing a significant opportunity for innovation and market disruption [27][50]. Group 4 - The article posits that the transition to fully AI-driven companies is an inevitable technological reality, with varying degrees of AI integration currently observed across industries [40][46]. - It suggests that companies that successfully transition to AI-driven models will gain a competitive edge, similar to how e-commerce outperformed traditional retail [45][46]. - The rapid advancement of AI technology is noted, with predictions of significant improvements in capabilities over the next five to ten years, further accelerating this transition [47][51].
入门具身离不开3个要素,数据+算法+本体
具身智能之心· 2025-06-23 13:54
Core Insights - The article emphasizes the importance of three key elements in embodied intelligence: data, algorithms, and embodiment. Many individuals only understand algorithms, while data collection requires experience and effective strategies [1][2] - The community aims to create a platform for knowledge sharing and collaboration in the field of embodied intelligence, targeting a membership of 10,000 within three years [2][6] Data Collection - Remote operation data collection relies on embodiment and is costly, but preprocessing and postprocessing are simpler, yielding high-quality data suitable for robotic arms [1] - The community provides various data collection strategies and high-cost-performance robotic arm platforms to support research [1][2] Algorithm Development - Common technologies in embodied intelligence include VLN, VLA, Diffusion Policy, and reinforcement learning, which require continuous reading of academic papers to stay updated [1] - The community offers a comprehensive set of learning paths and resources for newcomers and advanced researchers alike [9][12] Hardware and Resources - Well-funded laboratories can purchase high-cost embodiment systems, while those with limited budgets may rely on 3D printing or cost-effective hardware platforms [1] - The community has compiled a list of over 40 open-source projects and nearly 60 datasets related to embodied intelligence, along with mainstream simulation platforms [9][26][28] Community Engagement - The community has established connections with various companies in the field, creating a bridge for academic collaboration, product development, and recruitment [2][6] - Members can access job postings, industry insights, and a supportive environment for learning and networking [5][12] Educational Content - The community provides a wealth of educational materials, including summaries of research papers, books, and learning routes across various topics in embodied intelligence [10][18][20] - Regular discussions and Q&A sessions are held to address common challenges in the field, such as data collection platforms and robot learning techniques [11][12]
新都中学多元力量协同推进科学教育发展
Qi Lu Wan Bao Wang· 2025-06-20 09:24
齐鲁晚报·齐鲁壹点 陈乃彰 通讯员 刘军 王栩晨 为进一步深化科技社团建设内涵,培育兼具人文底蕴与科学精神的复合型人才,6月4日,威海市科普志 愿者协会李盛副秘书长牵头组织跨领域专家团队走进新都中学。环翠区美术馆馆长、中职院校骨干教 师,以及农业技术局退休资深专家等各界精英齐聚一堂,从艺术融合、技术实践、产业应用等多元视 角,为学校科技社团发展注入专业指导力量。 在科技发明社团活动现场,于老师化身"电路魔法师",以电路板、太阳能发电设备为教具,为同学们开 启了一场充满趣味的电学探索之旅。他手持电路板,用通俗易懂的语言讲解电阻、电容的基础原 理:"电阻就像电路里的'交通指挥员',能控制电流的大小;电容则像'小水库',可以储存和释放电 能。" 随后,于老师亲自示范如何使用万用表测量电阻,边操作边强调安全规范与测量技巧,让晦涩的电学知 识变得直观易懂。理论讲解结束后,于老师与同学们展开热烈互动。面对"电阻在生活中有哪些实际应 用"的疑问,他以手机充电器、台灯调光功能为例,剖析电阻调节电流的原理;针对"电容能否替代电池 供电"的好奇,于老师结合电容充放电特性与电池持续供电的差异,引导同学们思考两者的适用场景。 互动中 ...
掌控我们生活的算法
Sou Hu Cai Jing· 2025-06-10 02:36
什么是算法? 今天,"算法"这个词已为越来越多的人所熟知。从微信上传递文件和图片,到百度、谷歌等搜索引擎上 的网页排名,再到收发电子邮件,我们几乎没有一天不与算法打交道。 脸书很少公开谈论其算法的具体运作方式。事实上,在单个用户的层面上,它自己也不知道是怎么运作 的。算法产生的结果对每个用户来说都是独一无二的,就像他们的指纹一样。 那么,什么是算法呢? 如果你去问计算机科学家,他们会告诉你:算法就是用计算机语言编写的一串指令,它接受输入,对输 入的信息执行一些可重复的运算,然后提供输出。 一个简单的例子是冒泡排序算法(或许你在学计算机语言的时候,自己就编过这样的程序),你向它输入 一串数字,让它按从小到大的顺序重新排列。它首先比较前两个数字。如果前一个大于后一个,就将它 们对调。否则,就换到下一对。它会一次又一次地循环,直到不需要任何交换为止,这时它就会输出一 个排好序的数字列表。如果你在网上购物时按价格从低到高筛选产品,那么冒泡排序算法就会在幕后启 动。 不过,"算法"一词的流行用法正在发生变化:它越来越多地被用来描述计算机所完成的几乎任何事情。 这也包括人工智能(AI)和机器学习领域,在这些领域,算法的步 ...
原来这么多大佬都在阿里上过班?
猿大侠· 2025-05-21 04:34
以下文章来源于数据结构和算法 ,作者博哥 数据结构和算法 . 《算法秘籍》作者王一博,专注于互联网大厂热点事件和算法题讲解。 最近网上有人列出了曾经在阿里巴巴上过班并离职创业成功的十位大佬,不得不说阿里巴巴确实在 向社会输入人才。 这里面孙彤宇是阿里巴巴初创团队成员之一,1999 年阿里巴巴刚成立的时候就加入了,2003 年 受马云指派创建淘宝网,后任淘宝网总裁、阿里巴巴副总裁等职,2008 年 3 月离职。 而何小鹏在2004 年联合创立 UC 优视,打造用户超 4 亿的 UC 浏览器,后来被阿里巴巴收购,在 后来离职创办小鹏汽车,也算是在阿里上过班。 --------------下面是今天的算法题-------------- 来看下今天的算法题,这题是LeetCode的第 1514题:概率最大的路径,难度是中等。 给你一个由 n 个节点(下标从 0 开始)组成的无向加权图,该图由一个描述边的列表组成,其中 edges[i] = [a, b] 表示连接节点 a 和 b 的一条无向边,且该边遍历成功的概率为 succProb[i] 。 指定两个节点分别作为起点 start 和终点 end ,请你找出 从起点到 ...
百邦科技(300736) - 300736百邦科技业绩说明会、路演活动信息20250509
2025-05-09 09:18
证券代码:300736 证券简称:百邦科技 北京百华悦邦科技股份有限公司 4.行业以后的发展前景怎样? 投资者关系活动记录表 2.公司之后的盈利有什么增长点? 答:感谢您的关注!公司业务的增长点聚焦于两大核心业务板 块:依托在手机售后服务领域多年的深耕积淀,公司已成功构建 起涵盖手机维修业务与联盟业务的服务体系。展望未来,公司将 通过持续推动产品服务创新迭代、加速联盟业务数字化转型、深 化基于大数据和算法的自动化体系建设,以及全面提升数字化营 销能力等关键举措强化核心竞争力,以此实现两大业务板块的规 模化发展与价值提升。 3.你们行业本期整体业绩怎么样?你们跟其他公司比如 何? 答:感谢您的关注!目前行业整体数据尚未公开披露。就公司 自身而言,持续推进产品结构升级,优化服务品类组合。同时, 从横向对比来看,公司已建立专业化的售后服务体系,具备成熟 的渠道网络和品牌认知度,在手机售后服务领域具备一定的市场 占有率。结合公司年度战略计划,公司将持续深耕细分市场,以 期在行业变革中进一步巩固差异化竞争力。我们将持续关注市场 动态,灵活调整经营策略,努力以更好的业绩回报投资者。 编号:2025-001 | | ☐特定 ...
AI芯片股的下一个难关是……
Sou Hu Cai Jing· 2025-05-07 13:09
Group 1 - AMD reported a strong Q1 2025 performance with revenue of $7.438 billion, a year-over-year increase of 35.90%, exceeding market expectations of $7.13 billion [3] - The data center segment, which includes AI graphics and CPUs, generated $3.674 billion in revenue, up 57.21% year-over-year, with an operating margin of 23.37% [3] - AMD anticipates Q2 2025 revenue of approximately $7.4 billion, with a non-GAAP gross margin expected to be 43%, impacted by $800 million in inventory and related reserve costs due to new export controls [3] Group 2 - Supermicro's Q3 2025 revenue was $4.6 billion, a year-over-year increase of 19.48%, but significantly below market expectations of $5.42 billion [6] - Non-GAAP diluted earnings per share for Supermicro fell 53.03% year-over-year to $0.31, also below market expectations of $0.50 [6] - Supermicro lowered its full-year revenue guidance from $23.5 billion-$25 billion to $21.8 billion-$22.6 billion due to delayed customer deliveries and increased inventory reserves [6] Group 3 - The AI semiconductor industry faces challenges due to new tariffs and export controls, significantly impacting companies like Nvidia and AMD [8] - Nvidia's CEO indicated that being excluded from the Chinese AI market would result in substantial losses, as the Greater China region accounted for 39% of its revenue in FY2024 [8] - The uncertainty from U.S. policies and tariffs may lead clients to postpone expansion and technology upgrades, affecting the upstream supply chain, including companies like Supermicro [7][9]
从“黑盒”到“手机爹”,一段人类驯服算法简史
远川研究所· 2025-04-29 12:42
技术进步日新月异,但人类的整活能力总在领先一步。 2025年至今简中互联网最火的流行语,一是"国运论",这篇透过deepseek看未来的雄文,后来被证实是AI生 成的内容; 二是"手机爹又把我干哪来了",表达一种下滑刷到陌生内容的诧异感,延伸出来还有大量表情包,甚至短视 频滤镜。 每一条火爆全网的内容下,都有一群仿佛走错房间的网友,拘谨又嚣张地带着"手机爹"的迷茫表情包,光速 加入互动:上一秒还在看中科院院士讲解黑洞合并,下一秒就被甲亢哥带着欣赏广场舞;刚看了两集《450 分钟深度解读红楼梦》,转头就迷失在修驴蹄子的白噪音中。 硅基大脑能俯仰古今畅聊国运,但将"手机"和"爹"排列组合到一起,是只有碳基大脑能整出的绝活。这背 后,是技术与人的关系正在悄然改变。 当快速更迭的推荐算法,向我们展现出一个更多面的世界,大部分人都愿意放下刻板成见,借助代码踏进 未曾想象过的广阔天地。 贝索斯在后来给股东的信中写道:" 我们的愿景是,让世界上每一本书,无论语言如何,都能在60秒内获取 [1]。 " 这位前世界首富的出发点显然没那么简单。对电商平台来说,图书是不可多得的标品品类,电子书更完美 解决了唯一不足的库存负担。 但 ...
维海德(301318) - 2025年4月28日投资者关系活动记录表
2025-04-28 09:58
Company Overview - Shenzhen Weihai De Technology Co., Ltd. specializes in the R&D, production, and sales of high-definition and ultra-high-definition video conferencing equipment, including cameras and microphones, serving various sectors such as business, education, and healthcare [1]. Financial Performance - In 2024, the company achieved a revenue of CNY 670.84 million, a year-on-year increase of 37.45% [2]. - The net profit attributable to shareholders was CNY 124.31 million, up 51.28% from the previous year [2]. - The net profit excluding non-recurring gains and losses reached CNY 105.97 million, reflecting a significant growth of 96.82% [2]. - For Q1 2025, the company reported a revenue of CNY 193.07 million, marking a 66.06% increase year-on-year [2]. - The net profit attributable to shareholders for Q1 2025 was CNY 42.31 million, a 92.94% increase compared to the same period last year [2]. - The net profit excluding non-recurring gains and losses for Q1 2025 was CNY 37.16 million, showing a remarkable growth of 107.86% [2]. Market Strategy - The company has established overseas production bases and expanded its overseas outsourcing resources to mitigate the impact of U.S. tariff policies [2]. - It plans to enhance its production capacity through intelligent upgrades and digital system integration, aiming to improve automation and efficiency [2][3]. Profitability - The company's high gross margin is attributed to the mix of domestic and international business, product types, and customer segments [3]. - Strategies to maintain gross margin include product innovation, brand development, and market expansion [3]. Future Outlook - The company is exploring mergers and acquisitions focused on "technology-driven + ecological synergy" strategies, particularly in audio-visual, algorithms, and AI technology sectors [3]. - It aims to strengthen its competitive advantage in key areas of the industry chain and enhance value through strategic collaborations [3].