同时，Manus母公司蝴蝶效应近期完成由美国风投Benchmark领投的7500万美元融资，估值飙升至36亿美元，较年初增长近5倍。据悉，该公司正在组建海 外团队，新融资将用于加速底层技术研发及全球化布局。该团队正酝酿推出面向企业级市场的"AI自动化工作流"新产品线，让AI帮助中小企业实现降本增 效。 当Manus以"手脑协同"的智能体技术引爆硅谷创投圈、DeepSeek凭借开源生态改写AI成本规则后，硅兔君发现一个有趣现象：过去三个月里，每周至少有 五位硅谷VC合伙人、三家科技媒体主编和两位实验室负责人向硅兔君打听——"能否推荐几个像肖弘（Manus创始人）或梁文峰（DeepSeek CEO）那样的 华人AI团队？" 2025年5月13日，爆火的AI智能体平台Manus宣布向海外用户开放注册，取消等候名单机制，用户每日可免费执行一项任务并获得积分奖励。此前，Manus 在3月初发布时因邀请码制度引发疯狂抢购，二手平台甚至出现万元高价交易现象。 这种关注度绝非偶然。硅兔君观察到，硅谷创投内部流传着一份加密名单，其中标注了由MIT、伯克利等顶尖院校华人博士主导的AI Agent初创团队，甚 至有创投人私下和硅兔 ...

Group 1 - The core players in China's foundational model landscape are ByteDance, Alibaba, Jiyue Xingchen, Zhipu AI, and DeepSeek, collectively referred to as the "Five Strong" [1] - DeepSeek is recognized as a strong technical dark horse due to its breakthroughs in mathematical reasoning and cost-effectiveness, while ByteDance holds a comprehensive advantage with its full-stack layout and extensive user ecosystem [13][25] - Alibaba maintains its position as the king of open-source models, leveraging top-tier global open-source models and infrastructure, although it faces challenges in deepening commercialization [13][25] Group 2 - Jiyue Xingchen is noted for its multi-modal technology and rapid rise in terminal applications, but it needs to address the challenge of achieving an integrated architecture [11][25] - Zhipu AI, while having a solid presence in the government and enterprise market, is limited by its reliance on traditional technology paths and has not demonstrated disruptive breakthroughs [12][25] - The future competitive landscape will focus on three dimensions: DeepSeek's reasoning capabilities, how ByteDance and Alibaba convert their ecosystems into commercial success, and whether Jiyue Xingchen can overcome multi-modal integration challenges [16][23] Group 3 - DeepSeek excels in specialized fields like mathematical reasoning but has a relatively narrow commercial application scope, which may put it at a disadvantage in overall competition [22][25] - Zhipu AI's strong academic background is countered by its limited consumer applications and over-reliance on the B-end market, which weakens its risk resistance [22][25] - In contrast, Alibaba, ByteDance, and Jiyue Xingchen demonstrate stronger overall capabilities with tighter integration of technology and business [22][25] Group 4 - The competitive key points include the intelligence ceiling defined by model reasoning capabilities, the importance of multi-modal capabilities as a foundation for AGI, and the need for continuous validation of market acceptance for open-source ecosystems and vertical applications [23][25] - Alibaba and ByteDance are currently leading the first tier due to their comprehensive funding, ecosystem, and technology layouts, while Jiyue Xingchen shows significant potential with its multi-modal technology [23][25] - DeepSeek and Zhipu AI need to continue making breakthroughs in differentiated areas to remain competitive [23][25]

要说全球开源大模型生态圈里，谁最让人"魂牵梦绕"？ 阿里，当仁不让。 就在上周，继DeepSeek和"AI教母"李飞飞之后，英伟达也相中阿里了。除了在最新的"混合推理模 型"千问3宣布开源当日，火速官宣接入适配后，5月9日，英伟达还开源了全新的代码推理模型Open Code Reasoning （后续简称：OCR），包括7B、14B、32B三种尺寸，基础模型用的都是通义千问。 在LiveCodeBench 评测中，成功超越Open AI 公司o3-mini和o1模型的英伟达OCR- Qwen-32B-Instruct模型，正是基于Qwen2.5-32B微调形成的。 在通义千问已经迭代至3.0版本，模型性能再度突破的当下，英伟达居然还基于上一代千问 模型做出了比肩全球一流水平的模型，让人不禁想问，千问到底还有多少隐藏潜力待各方解 锁？ DeepSeek、李飞飞后， 英伟达也相中了"通义千问" 目前，英伟达开源的OCR系列模型的代码及数据集，已公开分享至全球最大AI开源社区 Hugging Face平台上，供开发者们免费浏览学习。 其 中 ， 英 伟 达 OCR-Qwen-32B-Instruct 在 LiveC ...

Core Insights - The embodied intelligence industry is currently in an acceleration phase, integrating various cutting-edge disciplines such as artificial intelligence, mechanical engineering, sensors, new materials, and brain science, with open-source ecosystems being crucial for innovation [1][6] - The Beijing Humanoid Robot Innovation Center focuses on key technology breakthroughs and industry ecosystem development, utilizing the open-source general robot platform "Tiangong" and the large-scale multi-configuration intelligent robot dataset and benchmark "RoboMIND" [1][2] Group 1: Open-source Initiatives - The "Tiangong" platform is the world's first full-size electric humanoid robot capable of running, achieving an average speed of 10 km/h and a maximum speed of 12 km/h, while maintaining stable movement across various complex terrains [2][4] - The open-source community for "Tiangong" was launched in April 2025, featuring blogs, forums, technical documentation, open-source project showcases, and more, aimed at fostering global collaboration and accelerating technological breakthroughs in the embodied intelligence industry [1][6] Group 2: Collaboration and Development - Over a hundred partners have developed applications based on the "Tiangong" platform, leading to the emergence of capable robotic products like "Tiangong Walker" [4] - The RoboMIND dataset has been downloaded over 15,000 times from various platforms, including contributions from top universities and research institutions, indicating its significance in training embodied models [4][5] Group 3: Recognition and Awards - The RoboMIND dataset received the "Best Open Source Intelligent Breakthrough Award" at the OS2ATC 2025 conference and the "2025 Annual Dataset Construction Award" from leading industry organizations, highlighting its impact in the field [5] Group 4: Future Directions - The Beijing Humanoid Robot Innovation Center plans to continue open-sourcing a series of algorithms and tools related to embodied intelligence, including frameworks for reinforcement learning and various models, to further enhance the industry ecosystem [6] - The center aims to leverage open innovation to address common technological challenges and activate a global innovation network, contributing to the evolution of embodied intelligence towards generalization [6]

Core Viewpoint - Guangdong Province has introduced policies to support the development of open-source communities and ecosystems, with each receiving up to 8 million yuan in funding, aiming to establish itself as a global hub for artificial intelligence and robotics [1][2]. Group 1: Policy Measures - The policy emphasizes a shift from "single-item support" to "ecosystem construction," focusing on high-level platforms and ecosystem development to drive overall industry upgrades [1]. - Guangdong's AI core industry reached over 220 billion yuan last year, with more than 1,500 core enterprises, positioning it as a leader in the national AI and robotics sector [1]. Group 2: Ecosystem Development - The integration of open-source ecosystem construction into a collaborative system of "innovation chain, industry chain, capital chain, and talent chain" aims to transform Guangdong from a manufacturing province to a strong intelligent manufacturing province [2]. - The establishment of national-level data trading venues in Guangzhou and Shenzhen is intended to facilitate the open flow of data elements, providing high-quality data support for the open-source ecosystem [1]. Group 3: Challenges and Future Outlook - Challenges include avoiding the issue of open-source communities focusing more on construction than operation, and balancing data openness with security, privacy, and copyright protection [2]. - The cultivation of open-source communities and ecosystems is seen as both forward-looking and practically significant, with the potential to create a comprehensive innovation ecosystem in Guangdong that spans basic research, technology breakthroughs, commercialization, technology finance, and talent support [2].

Core Viewpoint - Alibaba's release of the Qwen3 model marks a significant advancement in AI technology, emphasizing efficiency and practicality over sheer parameter size, solidifying its position in the AI sector [1][2][5]. Technical Architecture - Qwen3 is the first "hybrid reasoning model" in China, integrating "fast thinking" and "slow thinking" to dynamically adjust computational resources based on task complexity [5][13]. - The model's pre-training dataset has expanded significantly, utilizing approximately 36 trillion tokens, nearly double that of its predecessor Qwen2.5, covering 119 languages and dialects [5][6]. Performance and Cost Efficiency - Qwen3 boasts a total parameter count of 235 billion, with activation requiring only 22 billion, leading to a substantial reduction in deployment costs [6][14]. - In various benchmark tests, Qwen3 achieved remarkable scores, including 81.5 in the AIME25 assessment and 95.6 in the ArenaHard evaluation, outperforming leading models like OpenAI-o1 and DeepSeek-R1 [6][10]. Open Source Strategy - Qwen3 is released under the Apache 2.0 license, allowing free commercial use, which positions it competitively against Meta's LLaMA series [7][9]. - The model family has surpassed 300 million downloads globally, establishing the largest open-source model ecosystem [7]. Commercialization and Market Impact - Alibaba's AI strategy focuses on practical applications rather than just laboratory metrics, aiming to create real-world value [11][17]. - The introduction of Qwen3 is expected to enhance the commercial viability of AI applications, particularly in sectors like finance, healthcare, and manufacturing [17]. Future Developments - Alibaba plans to invest 380 billion yuan in AI and cloud computing infrastructure over the next three years, indicating a commitment to deepening its AI capabilities [1][17]. - The model's flexible "thinking budget" feature allows developers to set maximum token consumption for deep thinking, catering to diverse performance and cost needs [13][14].

2025年是AI应用爆发的元年，当全球AI竞赛步入"中国时刻"，一场深刻的技术变革正悄然改写产业格局。在此关键节点，行业面临核心命题：如 何跨越AI技术到规模化应用的鸿沟？下一个颠覆性的AI超级应用将诞生于何处？ 4月18日，由36氪主办的2025 AI Partner大会于上海模速空间盛大启幕。本次大会以"Super APP来了"为主题，聚焦AI应用对千行百业的颠覆性变革。大会分 为"Super App来了"和"谁是下一个超级应用"两大篇章，覆盖"在AI世界中长大""2025卷AI就卷超级应用"等七大话题，涵盖10+场主题演讲、3场圆桌对话与 两大优秀AI案例企业名册发布环节，深度剖析AI技术如何重构商业逻辑、重塑产业格局，探索AI超级应用带来的无限可能。 当日，WeShop唯象总经理吴海波带来了《WeShop唯象的全球化之路：进化or淘汰》的主题分享。 以下为吴海波演讲内容，经36氪整理编辑： 感谢 36 氪的邀请！大家下午好，我是来自WeShop唯象的吴海波。今天，我想结合这两年WeShop的创业历程，分享一些实战中的观察与思考，希望能为身 处AI浪潮中的创业者带来启发。 WeShop唯象总经理吴海波 ...

人工智能 正以前所未有的速度，重塑着人类社会的每一个维度。 值得注意的是，在 A I 重塑世界 的同时，历史也来到大变局的关键时刻。在这个充满变化与不确定性的当下，焦虑与迷茫也常常伴 随左右，这种时候，不如静下心来读读书，给大脑"充充电"。 今年世界读书日，按照惯例，我们邀请高毅资产投研团队，订制2025年高毅"研选"书单， 我们以 "AI " 为锚点， 精选涵盖理论、实践与前沿趋势的书单 ，也延伸历史和世界，从过去看未来，探寻 人类发展之路。 当然， 仅靠纸质载体 无法 承载 当下 技术迭代的速度 ，我们还邀请投研团队分享他们的 "宝藏视 频博主" ——权威教授 以及业内专家的用心讲解 ，让抽象概念生动可触，让复杂技术通俗易懂。 当算力开始重写文明底层协议时， 当未来呼啸而来之际， 阅读 和学习， 本身就是最古老的反向驯 化。智者乐学， 祝 开卷有 " 毅 " 。 1. 《 黄仁勋：英伟达之 芯 》- 斯蒂芬·威特 推荐人 ：高毅资产资深基金经理 AI革命 01 推荐理由： 从显卡演化为GPU，软件革命与硬件革命的融合，在并行计算机上运行的神经网络，驱动着 人工智能革命。 2.《 泛函分析导论及应用》- 欧 ...

Cursor 用户：C/C++ 扩展已损坏！ 具体来看，不少 Cursor 用户在安装插件时频频报错。有开发者@ rektbuildr 在 GitHub 上面反馈称： 刚才编码时我收到此消息： C/C++ 扩展只能与 Microsoft Visual Studio、Visual Studio for Mac、Visual Studio Code、Azure DevOps、Team Foundation Server 以及后续的 Microsoft 产品和服务一起使用来开发和测试您的应用程序。 | Problems | Output | Debug Console | Terminal | Ports | C/C++ | > | × × = × × | | --- | --- | --- | --- | --- | --- | --- | --- | | Foundation Server, and successor Microsoft products and services to develop and test your applications. | | | | | | | | | The C/C+ ...

61岁的马云近半年来密集地在国内公开露面。 马云现身阿里 "高科技绝不仅是征服星辰大海，更应该呵护人间烟火。"4月10日，阿里巴巴创始人马云出现在阿里云 新财年启动会上并进行了演讲。他表示，未来不是让AI取代人类，而是应该让AI解放人类，更懂人 类，服务好人类，"我们不是去追求让机器像人，而是让机器去理解人类，像人类一样去思考，做人类 做不到的事情。" 点评：61岁的马云近半年来正密集地在国内公开露面，走入蚂蚁集团和阿里巴巴园区，关注夸克、闲 鱼、盒马、阿里云等业务的发展。AI是他最为关心的话题之一。马云强调AI必须帮助普通人，能否找 到技术变革中由人们生活便利需求催生的创新业务形态，对阿里云来说或许将是一项更长远、深刻的挑 战。 京东、盒马推"出口转内销"扶持计划 4月11日，京东宣布将推出2000亿元出口转内销扶持计划。未来一年内，京东将大规模采购不低于2000 亿元的出口转内销商品。 同一天，盒马宣布面向中国外贸企业开放入驻通道。盒马表示，将为外贸企业开通绿色通道，24 小时 专人加急处理，简化认证流程，缩短审核认证周期，盒马后续将上线"外贸专区"。对于有意愿创新研发 的外贸企业，盒马计划协同开发更贴合 ...