人工智能正在重塑机器人领域，这也是软银商业版图中的重要投资板块。孙正义对机器人投资充满热情，孙正义提出人工超级智能（ASI）的理念，他认为 未来十年内，人工智能将比人类聪明一万倍。 通过投资ABB机器人，软银将进一步充实机器人板块的布局。此前，该公司已经拥有包括Agile Robots以及AutoStore在内的机器人相关企业的投资。 不过，软银对机器人的投资也有失败的经历。该公司曾于2012年收购法国机器人公司Aldebaran多数股权。两年后，两家公司推出了一款Pepper的人形机器 人，但最终未能赢得市场的认可。 相比于人形机器人而言，工业机器人的商业化路径更为清晰。工业机器人也是目前包括英伟达在内的科技巨头看好的领域。今年早些时候，英伟达推出全球 首个生成式世界基础模型Cosmos，为机器人制造商提供底层模型，部署用于训练人工智能机器人的软件层到内置芯片的所有环节。 包括黄仁勋在内的很多科技行业领导者都认为，机器人技术的ChatGPT时刻即将到来。"人工智能的下一波浪潮是物理人工智能——也就是能够理解物理定 律的人工智能，可以在我们之中工作的人工智能。"黄仁勋表示。 10月8日，软银集团宣布重磅投资。 ...

报告还关注AI伦理与可持续发展，提出"可持续AI"理念，通过优化算法等减少环境影响；强调AI与人类增强的共生关系，及伦 理AI对公平、包容的重要性。 **多模态AI** 是重要演进方向，能整合文本、视觉等多类数据，弥补单模态AI局限，在医疗、金融、教育等领域有应用潜力， 但存在数据对齐难、计算成本高及隐私安全等问题，且被视为通用人工智能（AGI）的关键推手。 **AI驱动的客户体验革新** 体现在超个性化服务、智能客服自动化等方面，不少企业案例显示其能提升效率与客户满意度，但 需平衡创新与伦理，融入可解释AI等机制。 CRIF发布的《2025年生成式AI核心趋势报告》，系统剖析生成式AI（GenAI）在2025年及未来的发展趋势，结合学术研究、行 业实践及自身GenAI工厂成果，展现技术变革与战略意义。 关于AGI，专家预测2025 - 2035年或有突破性进展，其发展需强化基础设施，且伴随监管与伦理争议，需全球协作建立治理框 架。 报告指出，2024年企业在GenAI的支出从23亿美元飙升至138亿美元，全球50.8%的风险投资流向AI企业，显示行业从实验转向 落地。核心趋势聚焦多方面：**智能体AI（Ag ...

图片来源：GETTY IMAGES 越来越多年轻人为自己寻得了新朋友。这个新朋友既非同学、又非兄弟姐妹，甚至也不是心理治疗师，而是一个类人且永远会给予支持的人工智能聊天机 器人。但如果这个朋友开始附和用户内心最黑暗的想法，后果可能是毁灭性的。 对于来自奥兰治县年仅16岁的少年亚当·雷恩（Adam Raine）而言，他与人工智能驱动的ChatGPT之间的关系以悲剧收场。其父母正就其死亡对聊天机器 人开发商OpenAI提起诉讼，指控该机器人成为亚当"最亲密的知己"，不仅对他"最具危害性的自毁念头"表示认可，甚至最终诱导他走上了自杀的不归路。 OpenAI在回应《财富》杂志置评请求时，仅提供了两篇相关博客文章。这些文章概述了OpenAI为提升ChatGPT安全性采取的部分措施，包括将敏感对话 转至推理模型处理、与专家合作开发更为完备的安全防护机制，以及计划在未来一个月内推出家长控制功能。OpenAI还表示正全力增强ChatGPT识别和应 对心理健康危机的能力，具体措施包括增设分层安全防护、为用户推荐现实世界中的相关援助资源，以及让用户能更便捷地联系紧急服务机构和可信赖的 亲友。 这并非首例将未成年人死亡责任归咎于人 ...

Group 1 - LeCun may resign from Meta due to dissatisfaction with recent organizational changes in the AI department, leading to disappointment among the FAIR team and some members leaving the company [3] - Elon Musk has reached a milestone, becoming the world's first billionaire with a net worth of $500 billion, largely driven by a nearly 4% increase in Tesla's stock price [4] - Former Google CEO Eric Schmidt stated that American tech workers must sacrifice work-life balance to compete with Chinese counterparts, highlighting the ongoing high-intensity work culture in the industry [5][8] Group 2 - OpenAI's new application Sora has faced criticism from its own researchers for potentially conflicting with the company's mission to develop beneficial AI, raising concerns about deepfake technology [9][10] - Waymo's self-driving car was stopped by police for a traffic violation, but no ticket could be issued due to the absence of a human driver, highlighting legal challenges in autonomous vehicle regulation [11][13] - Microsoft announced a restructuring of its Windows team to advance its AI operating system vision, consolidating core engineering teams under a single leadership structure [14] Group 3 - Top AI scientist Xu Zhuhong has joined Alibaba Tongyi to work on next-generation large models, bringing over 20 years of experience in AI research and development [15][16] - Perplexity AI has launched its browser Comet for free, aiming to compete with Google Chrome, while offering premium features for paid users [17][18] - Amazon and Google are reportedly notifying NVIDIA's CEO about their AI chip developments in advance, indicating NVIDIA's dominant position in the AI hardware market [19] Group 4 - Samsung's Galaxy Ring smart ring experienced battery swelling issues, causing physical harm to a user, raising concerns about product safety [20] - A critical security vulnerability was discovered in robots from Yushutech, allowing attackers to gain root access, prompting the company to address the issue [22] - A Tesla technician is suing the company for $51 million after being injured by a malfunctioning robot, highlighting potential risks associated with automation in manufacturing [23] Group 5 - UBTECH has signed a $30 million order for humanoid robots, bringing its total contract value to nearly $430 million, indicating strong demand in the robotics sector [24] - An AI-generated actress named Tilly Norwood has sparked controversy in Hollywood, with the American actors' union opposing the use of synthetic actors [25] - Anthropic has released its new AI model Claude Sonnet 4.5, claiming it to be the best programming model globally, capable of creating production-ready applications [27][28]

Group 1: Core Insights - The ML-Summit 2025 focuses on the development and application of AI Agents, highlighting their evolution through various stages, including symbolic agents, reactive agents, reinforcement learning-based agents, and large language model (LLM)-based agents [6][25]. - AI Agents are expected to play a significant role in material research and development, with projections indicating that 2025 will mark the commercialization year for AI Agents, and the market size is anticipated to exceed $100 billion by 2030 [1][25]. Group 2: AI Agent Development - The development of AI Agents has progressed through several phases, with the current state being characterized by LLMs that enhance the agents' reasoning and planning capabilities [6][25]. - The technical framework of AI Agents consists of five main modules: perception, definition, memory, planning, and action, which collectively enable the agents to interact with their environment effectively [10][22]. Group 3: Applications and Trends - AI Agents are being applied in various fields, including materials research, where they serve as intelligent research platforms and expert assistants, demonstrating significant advancements in efficiency and effectiveness [34][41]. - The trend towards multi-agent collaboration and vertical domain investment is expected to shape the future landscape of AI applications, particularly in specialized fields [1][25]. Group 4: Technological Breakthroughs - Recent advancements in multi-modal perception capabilities, such as Google's Gemini and OpenAI's GPT-4o, have significantly enhanced the ability of AI Agents to process and understand diverse types of data, including text, images, and audio [16][18]. - The planning module of AI Agents has evolved to include task decomposition and reflective capabilities, allowing for more sophisticated problem-solving approaches [21][22]. Group 5: Market Dynamics - The traditional materials R&D process is lengthy and often reliant on imported materials, creating a strong demand for intelligent technologies to enhance efficiency and reduce costs [42][41]. - AI technologies are expected to accelerate all subprocesses in materials research and development, significantly shortening the R&D cycle and improving the overall effectiveness of material discovery [43][47].

Core Insights - OpenAI, valued at $500 billion, has launched two significant products: the "Instant Checkout" feature in ChatGPT and the standalone Sora App, aiming to alleviate its substantial loss pressure and achieve a revenue target of $13 billion for the year [1][15][16] Product Launches - The "Instant Checkout" feature transforms ChatGPT into an "AI shopping assistant and cash register," directly competing with Amazon's core e-commerce profit area [1][18] - The Sora App, described as an "AI version of TikTok," utilizes the upgraded Sora 2 video generation model to create immersive short video content, marking a significant advancement in AI video generation [2][11] Market Impact - Sora App quickly reached the top of the Apple US "Top Free Apps" chart, indicating strong initial user interest [3] - The launch of these products signals OpenAI's shift towards a profit-driven model, raising questions about its original mission of benefiting humanity [20][22] Financial Context - OpenAI faces a significant financial burden, with projected cash consumption reaching $8.5 billion this year, while aiming for $4.3 billion in revenue by mid-2025 [15][16] - The company plans to extract commissions from transactions made through the "Instant Checkout" feature, with a suggested commission rate of around 2%, significantly lower than Amazon's 15% [13][18] Strategic Direction - OpenAI's strategy is to leverage its leading position in generative AI to create cash-generating products that can fund its long-term goal of developing AGI [22][23] - The dual product launch reflects a broader ambition to establish a new AI-driven e-commerce ecosystem and disrupt existing social media platforms [18][19] Internal and External Reactions - The launch of Sora App has sparked internal and external criticism regarding the potential for generating low-quality AI content and the company's shift away from its founding mission [20][21] - CEO Sam Altman has defended the company's direction, asserting that profitability is a means to support AGI research rather than an end goal [22][24]

◆本周，估值5000亿美元的OpenAI在48小时内推出两大产品："即时结账"功能和独立社交应用Sora App，旨在缓解亏损压力，实现全年130亿美元的营收 目标。前者使ChatGPT变身"AI导购+收银台"，挑战亚马逊；后者以"AI版抖音"面貌搅动社交媒体赛道。这两款产品引发了关于OpenAI"赚钱"与"初心"的 争议。 ◆哈马斯：同意释放所有人质、移交加沙地带管理权，但有条件；日本自民党新任总裁今日揭晓；涉6万枚比特币，全球最大单笔加密货币案主犯认罪； 英伟达市值一周增长2291亿美元至4.56万亿美元；2025年诺贝尔奖来袭。 每经记者｜岳楚鹏 王嘉琦 宋欣悦 每经编辑｜段炼 高涵 潘海福 Sora App登顶全美免费榜：从视频生成到"社交数据"的围猎 作为一款独立的移动应用，Sora App的核心是基于OpenAI最新的视频生成模型Sora 2，为用户创造沉浸式的短视频内容。OpenAI声称，Sora 2模型相比初 代有了重大升级：首次实现了音频与画面的同步生成，大幅提升了物理精确性，并增强了画面的分辨率和细节真实感，标志着AI视频生成领域的"GPT- 3.5时刻"。用户只需上传一张照片或输入一段文 ...

本周，估值已高达5000亿美元的全球"最大独角兽"OpenAI，在48小时内接连祭出两大重磅产品——在ChatGPT中上线的"即时结账"功能，以及独立社交应 用Sora App。 这一系列密集动作，其目标清晰而迫切：缓解OpenAI自身巨大的亏损压力，并为其设定的全年130亿美元营收目标注入强心剂。其中，"即时结账"功能使 ChatGPT摇身一变，直接成为了"AI导购+收银台"，挑战亚马逊的核心电商利润区；而Sora App则以"AI版抖音"的面貌，携其强大的Sora 2视频生成能力， 悍然闯入并搅动着本已竞争白热化的社交媒体赛道。 然而，这两款极具商业野心的产品，也让OpenAI这家以"研发造福人类的先进人工智能"为使命的公司，面临着来自内部员工和外部市场前所未有的尖锐 拷问：公司当前的种种举动，究竟是在为AGI（通用人工智能）理想"供血"，还是正在打造一台"生产AI垃圾内容"并意图"垄断"市场的赚钱机器？ Sora App登顶全美免费榜： 从视频生成到"社交数据"的围猎 作为一款独立的移动应用，Sora App的核心是基于OpenAI最新的视频生成模型Sora 2，为用户创造沉浸式的短视频内容。OpenA ...

这一系列密集动作，其目标清晰而迫切：缓解OpenAI自身巨大的亏损压力，并为其设定的全年130亿美 元营收目标注入强心剂。其中，"即时结账"功能使ChatGPT摇身一变，直接成为了"AI导购+收银台"， 挑战亚马逊的核心电商利润区；而Sora App则以"AI版抖音"的面貌，携其强大的Sora 2视频生成能力， 悍然闯入并搅动着本已竞争白热化的社交媒体赛道。 然而，这两款极具商业野心的产品，也让OpenAI这家以"研发造福人类的先进人工智能"为使命的公 司，面临着来自内部员工和外部市场前所未有的尖锐拷问：公司当前的种种举动，究竟是在为AGI（通 用人工智能）理想"供血"，还是正在打造一台"生产AI垃圾内容"并意图"垄断"市场的赚钱机器？ Sora App登顶全美免费榜：从视频生成到"社交数据"的围猎 作为一款独立的移动应用，Sora App的核心是基于OpenAI最新的视频生成模型Sora 2，为用户创造沉浸 式的短视频内容。OpenAI声称，Sora 2模型相比初代有了重大升级：首次实现了音频与画面的同步生 成，大幅提升了物理精确性，并增强了画面的分辨率和细节真实感，标志着AI视频生成领域的"GPT- 3. ...

Z Highlights 本文编译自聚焦前沿思想的对话栏目《 Imagination in Action 》在 2025 年 9 月的访谈，由系列企业家、 Link Ventures 创始人 Dave Blundin 主持，对话嘉宾为前 谷歌首席执行官 Eric Schmidt 。 中美AI竞赛：谁将胜出？ Dave Blundin ： 那么，我们从这个问题开始吧：美国会赢得人工智能竞赛吗？我知道您在这个话题上谈过很多次，在您与Henry Kissinger合著的新书《创 世纪：人工智能、希望与人类精神》（Genesis AI Hope and the human spirit）中也有所涉及，希望大家都会去读。那么，我们能赢得这场AI竞赛吗？我们 赢或输的场景会是怎样的？ Eric Schmidt ： 看起来我们会的，让我来定义一下。我认为所谓的"旧金山共识"（我这么称呼它），也就是旧金山那群人的普遍信念，客气点说就是你们 的信念是，你将看到技术从当前的智能体认知（agentic cognition）形态，通过各种形式的递归式自我改进（recursive self-improvement），最终发展到AGI ...