Core Viewpoint - The current AI market is experiencing a significant transformation, with optimism for 2024 and beyond, driven by advancements in technology and a shift in investment focus towards practical applications and embodied intelligence [1][3][4]. Summary by Sections AI Market Overview - In 2023, the AI market saw a surge in interest, reminiscent of the internet boom, as many internet professionals sought new opportunities in AI due to a lack of significant developments in the internet sector since 2015 [1]. - The influx of capital primarily targeted large model companies, with less focus on intermediate layers and applications [1]. 2024 Market Dynamics - The first half of 2024 is expected to be the lowest point for the primary market in the past decade, with minimal funding for new startups [2]. - A notable shift occurred post-September 2024, with a recovery in the financing market and the emergence of high-valuation startups [3]. - The focus in 2024 has shifted from large models to embodied intelligence, with some institutions also exploring AI hardware and consumer electronics [2]. Investment Trends - The valuation of application companies remains low, with most having zero annual recurring revenue (ARR) as they refine their products [2]. - The market is witnessing a bifurcation, with a preference for investing in founders with strong backgrounds and higher valuations [5]. Future Directions for AI - The anticipated trends for 2025 include a focus on application landing, particularly in productivity tools, which are expected to dominate the market [5][6]. - The concept of "Prosumer" or "Pro C" individuals is emerging, targeting a demographic that combines consumer traits with business capabilities [6]. Key Areas of Growth - Two promising areas for 2025 are Agents and multimodal applications, with Agents seen as a potential evolution of traditional SaaS models [7][9]. - The potential for Agents to disrupt existing SaaS companies is significant, as they may offer a results-based payment model rather than a subscription model [9][10]. Multimodal Applications - The future of AI products may lie in multimodal capabilities, allowing for a complete transformation in user interaction and content consumption [13][14]. - The development of products that integrate various forms of content and user interaction is expected to redefine how information is managed and utilized [14][15]. Conclusion - The AI market is poised for growth, with a strong emphasis on practical applications and innovative business models, suggesting a bright future for companies that adapt to these changes [16].

我对当下的 AI 市场和明年的发展都极度乐观，明年肯定是个 AI 大年，我发现市场太悲观了，这 就是我拖延了两周，最后决定一定要做这期内容的原因。 来，我们直入主题，先来看这两年 AI 发生了什么。 23 年，AI 来了，很多互联网人和美元基金就直接冲了，因为不管从什么角度看，AI 这波都和大 家熟悉的互联网那波机会太像了，而且天下其实已经苦互联网人久已，从 15 年以后大机会其实就 不多了，18 年以后更是几乎没有，我记得过去两年涨起来的到千万日活的产品可能也就是番茄小 说等极少数的几个。 那互联网人发现我练成一身武功绝学，江湖却没了，这怎么能忍？ 然后市场做了个判断，AI 是不是大机会？肯定是，是什么量级先不说，是对标电、互联网还是云 也先不管，但这里又有个判断，就是 AI 肯定还在早期，所以很多人有个结论，说 AI 要先投技术 背景的人，所以像清华的教授都被撸了一遍，然后 23 年最多的钱就都流向了大模型公司，很少量 的钱流向了做中间层和应用的公司。23 年的时候，但凡你是从 OpenAI 出来的，都像是神坛上的 人，大家到美国去学习也是千方百计拼谁能约到个 OpenAI 的人聊聊。 那冲的结果怎么样呢 ...

本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，作为最早探索 Agent 的大模型企业之一，智谱于11月29日带来了多个新进展： AutoGLM 可以自主执行超过50步的长步骤操作，也可以跨 A pp执行任务 ； AutoGLM开启「全 自动」上网新体验，支持等数十个网站的无人驾驶 ； 像人一样操作计算机的GLM-PC 启动内测， 基于视觉多模态模型实现通用Agent的技术探索 。 具体来讲，新升级的AutoGLM可以挑战完成复杂任务：1. 超长任务：理解超长指令，执行超长任 务。2. 跨App：AutoGLM 支持跨App来执行任务。3. 短口令：AutoGLM能够支持长任务的自定义 短语。4. 随便模式：AutoGLM可以主动帮你做出决策。 同时 AutoGLM启动大规模内测，并将尽快上线成为面向C端用户的产品。AutoGLM同时宣布启动 「10个亿级App免费Auto升级」的计划，邀请 App 伙伴联合探索自己的Auto新场景。 此外，智谱还带来基于PC的自主Agent——GLM-PC是GLM团队面向「无人驾驶」PC的一次技术 探索，基于智谱的 ...