过去20年，中国企业的增长几乎是被时代速度推着往前走：人口红利、城乡扩张、消费升级、渠道变 革……商业世界像一辆装着强力引擎的列车，企业只要不断往前跑，增长就像是"顺带发生"的事。但当 下的中国市场，正在经历一次不那么喧闹、却足够深刻的结构性变化：增速放缓、价格竞争加剧、消费 者更谨慎、成本结构重塑。越来越多企业意识到——曾经自动提供增长的外部红利正在退潮，新的成长 方式必须建立在组织重塑、能力提升与领导心态迭代之上。 麦肯锡全球资深董事合伙人叶海在近来一次访谈中，用一个词概括这个时代：韧性增长时代。他谈到对 未来商业竞争的判断：企业到底需要怎样的组织、怎样的创新体系、怎样的品牌能力、怎样的战略落地 方式，才能真正实现穿越周期的持续增长。未来十年中国企业增长不靠风口，靠三件事：效率底座 × 敏捷迭代 × 小单元试错，组织形态上对应的是：大系统 + 小尖刀。 1问：在咨询行业深耕多年，您如何看待中国市场增长逻辑的变化？ 叶海 ：要讲变化，先理清什么没有变。中国企业增长的底层逻辑过去20年并没有变： 第一，以消费者为中心：满足需求、发掘需求，甚至塑造需求，仍然是企业应该关注的核心。 第二，企业要有内部能力：能针对 ...

Group 1 - Tesla has announced that the design of its AI5 chip is nearing completion, with the AI6 chip in early stages, aiming to shorten the chip design cycle to 9 months and predicting it will become the highest production AI chip globally [1] - The AI5 chip will utilize Samsung's 2nm and TSMC's 3nm processes, boasting overall performance 50 times that of AI4 and memory capacity 9 times greater, with mass production expected in 2027 [1] - Tesla signed a $16.5 billion agreement with Samsung for the production of the AI6 chip in the U.S., anticipated to launch in 2028 [1] Group 2 - Anthropic has upgraded Claude Cowork with a "permanent memory" feature, allowing the AI to categorize and store information, enhancing user understanding over time [2] - The upgrade includes an MCP connector system to improve automation, voice mode development, and a new UI area for continuous management of results [2] - Continuous learning is viewed as a key breakthrough for AGI, with OpenAI and Google also investing in memory functionalities [2] Group 3 - Kunlun Wanwei has launched Skywork Design Agent, focusing on poster design, social media materials, logo branding, and general creative image generation [3] - The product features a self-developed canvas engine that supports manual editing, AI photo retouching, and layer separation, streamlining the entire process from material import to export [3] - It offers multiple export formats (PNG, JPG, PDF) and includes a unique "add to knowledge base" feature to address material management issues, now fully launched overseas [3] Group 4 - Douzi 2.0 has introduced the Coze Skill feature, allowing users to encapsulate personal methodologies and industry experiences into reusable "skill packages" [4] - A new "long-term plan" feature enables goal-oriented AI collaboration, breaking down vague objectives into clear steps for automatic execution [4] - The launch of a skill marketplace facilitates the exchange of industry skill packages, allowing professionals to monetize their expertise, alongside the beta release of video Agent Skill [4] Group 5 - Giant Network's "Supernatural Action Group" has introduced an "AI large model challenge" mode, integrating large model technology into game combat, marking a significant application in a high DAU game [5] - AI characters are driven by large models in real-time, capable of voice interaction and mimicking human behavior, with over 25 million AI matches recorded in the first week [5] Group 6 - Anker and Feishu have collaborated to create a 10-gram AI recording device, addressing the portability issues of traditional AI recording cards [7] - The device features real-time summarization capabilities, generating structured logical maps during meetings and supporting real-time translation in 24 languages [7] - Recordings are directly streamed to the Feishu knowledge base, integrating with the entire Feishu ecosystem to reduce the burden of knowledge base construction [7] Group 7 - Roboto has open-sourced its bipedal humanoid robot prototype, achieving a running speed of 3 m/s, making it one of the most advanced open-source humanoid robots globally [8] - The open-source content includes hardware schematics, EBOM material lists, supplier information, and control algorithm code, enabling reproducibility and verification [8] - The team, originating from Harbin Institute of Technology, has secured millions in seed funding and aims to reduce the cost of embodied intelligence development by 80% [8] Group 8 - Galaxy General has launched the Galbot S1, a heavy-duty robot capable of carrying loads up to 50 kg, currently operating in key production processes at CATL [9] - It features an industry-first fully autonomous, zero-remote operation "embodied handling model," utilizing pure visual perception without QR code markers [9] - Galaxy General has recently completed a 2.1 billion yuan financing round, with a valuation exceeding 20 billion yuan, and has established partnerships with leading manufacturers [9] Group 9 - OpenAI's product manager reported that since the release of ChatGPT-5, the Codex platform has seen a 20-fold growth, processing trillions of characters weekly [10] - The Sora Android app achieved a rapid development cycle, going from zero to launch in 28 days and topping the App Store, significantly improving team efficiency [10] - The manager noted that human typing speed and multitasking capabilities are often the limiting factors for AGI, rather than the models themselves [10]

Core Insights - The article discusses the emergence of GEO (Generative Engine Optimization) as a new marketing paradigm driven by the explosion of large model technologies, with the global GEO market surpassing $10 billion and the domestic market nearing 3 billion yuan [2][17]. Group 1: GEO Market Overview - The GEO market is expected to continue its upward trajectory as large model traffic grows, with a projected market size of 29 billion yuan in China by 2025, reflecting a year-on-year growth of 215% [6][17]. - Over 78% of enterprise decision-makers prioritize AI search optimization as part of their digital transformation strategies [6][17]. - By 2026, traditional search engine traffic is predicted to decline by 25%, with AI chatbots and other virtual optimization methods capturing more market share [6][17]. Group 2: Marketing Transformation - The shift in marketing strategies is anticipated as brands adapt to the new GEO paradigm, particularly benefiting e-commerce operators who can quickly establish GEO content generation capabilities [7][10]. - GEO focuses on optimizing content for AI models to enhance visibility and recommendation, contrasting with traditional SEO, which emphasizes keyword ranking [5][16][22]. - The marketing landscape is evolving, with AI-generated recommendations becoming a critical factor in consumer decision-making, leading to a more efficient marketing process [10][12]. Group 3: Business Implications - Companies that can leverage AI platforms and provide SaaS solutions are expected to thrive in the new GEO landscape, with a significant market opportunity projected to exceed $100 billion globally by 2030 [12][24]. - The transition from traditional marketing models to a subscription-based SaaS and performance-based revenue model is anticipated, improving profit margins in the industry [24]. - The article identifies five types of companies likely to benefit from the GEO transformation, including AI platform companies, SaaS providers, marketing firms, e-commerce operators, and brands that adapt quickly to the new marketing dynamics [12][22].

Core Insights - Anthropic's Claude Opus 4.5 and Claude Code are experiencing unprecedented demand from developers and corporate executives, likened to a historic moment in generative AI [1] - The launch of Cowork, a "digital colleague" tool, aims to disrupt traditional collaboration models, expanding beyond programming into various work scenarios [1][7] - Anthropic is pursuing a new funding round of at least $25 billion, targeting a valuation of $350 billion, despite facing significant risks related to its products [1][19] Product Performance - Claude Code, the flagship product, is designed to assist in building autonomous AI agents with minimal human intervention, showing significant performance improvements over previous versions [2] - Performance benchmarks indicate that Claude Opus 4.5 outperforms its predecessors in various coding tasks, achieving an 80.9% verification rate on SWE-bench [3][4] User Adoption and Impact - Users report dramatic productivity increases, with one CTO completing a year-long project in just one week using Claude Code, leading to a phenomenon termed "Claude-pilled" [5][6] - The tool's influence is extending beyond technical users to non-technical professionals, enabling them to perform complex tasks previously requiring specialized skills [5][6] Market Reaction - The success of Claude Code has triggered a "disruptive panic" in the software industry, leading to significant declines in software stock prices, with a 15% drop in SaaS stocks since the beginning of the year [14] - Many startups are feeling the pressure, with some projects reportedly evaporating due to the competitive threat posed by Claude Code [16] Funding and Valuation - Anthropic is in discussions for a funding round that could raise over $25 billion, with commitments from major investors like Microsoft and Nvidia, potentially doubling its valuation to $350 billion [19] - The company is also preparing for an initial public offering (IPO), which could occur as early as this year [19] Security Concerns - The introduction of Cowork has raised concerns about operational risks, including a reported incident where the tool irreversibly deleted 11GB of user files due to a misunderstanding of user intent [12] - There are ongoing concerns about "prompt injection" risks, where external content could mislead the AI, prompting the need for robust security measures [13]

Core Insights - Chinese companies' generative AI is projected to capture approximately 15% of the global market share by November 2025, a significant increase from 1% a year prior [2][3] - The rise of open-source models like DeepSeek and Qwen (千问) is notable, with 40% of Chinese AI models being utilized for advanced tasks such as programming and design [3][5] - Japan's reliance on Chinese open-source models for AI development poses risks, as changes in model rules could abruptly affect development and usage [5][6] Group 1 - The global market share of Chinese generative AI is expected to reach 15% by November 2025, up from 1% a year earlier [2] - The average market share of Chinese open-source AI from November 2024 to November 2025 is projected at 13%, a significant rise from 1.2% at the end of 2024 [2] - In some weeks, the market share of Chinese open-source AI has reportedly reached as high as 30% [2] Group 2 - DeepSeek's model "R1," released in January 2025, has gained attention for its high performance at a low cost [3] - DeepSeek ranks 9th among 92 models in the AI model scoring published by NIKKEI Digital Governance, making it the top open-source model, surpassing Google's and OpenAI's models [5] - Six out of the top ten models developed by Japanese companies are based on DeepSeek and Qwen [5] Group 3 - Japan's Ministry of Economy, Trade and Industry has included support policies in the 2026 budget to develop domestic open-source models, aiming for a scale of 1 trillion yen over five years [5] - The ability to integrate various data types, such as images and voice, is essential for Japanese AI to compete with Chinese and American models [6] - The increasing performance requirements for AI in business settings highlight the growing challenges faced by Japanese developers [6]

近日，港股上市公司中国儒意宣布与全球AI视频领军企业爱诗科技达成战略合作伙伴关系。此次AI技术与影游产业的深度绑定，旨在依托爱诗科技全球领 先的AI视频技术，赋能中国儒意影视、流媒体、游戏三大核心业务板块升级，抢占"AI+内容"赛道新机遇。同时，中国儒意宣布以1420万美元对爱诗科技进 行战略投资。 随着生成式AI技术从基础建设阶段步入深度应用期，内容行业正迎来降本增效与体验革新的双重变革。以全球流媒体巨头奈飞（Netflix）为例，其在新剧 《永航员》中首次采用生成式人工智能（GenAI）打造视觉特效，该特效将制作速度提升10倍，成本降幅高达90%。这一案例标志着AI已深度融入好莱坞核 心制作流程，正式开启影视特效领域的新纪元。在国内市场，AI技术同样驱动着内容形态的快速演进。其中，AI漫剧的崛起正加速动画产业扩张，根据艾 媒咨询数据，2025年中国动画微短剧市场规模达189.8亿元，同比激增276.3%，预计至2030年市场规模将突破850亿元。 根据合作协议，双方将围绕三大方向展开深度协同，构建"技术+产业"的双向赋能体系。在战略层面，爱诗科技核心团队将为中国儒意提供AI技术落地战略 顾问服务，结合实战 ...

本调查由AI工具平台美国OpenRouter和美国风险投资公司a16z汇总。衡量以中美为中心的AI 模型的输入输出量，算出了AI利用的份额。 DeepSeek和Qwen（千问）等中国的开源模型开始普及 中国企业开发的生成式AI在2025年11月的全球市场份额约为15%，与1年前的1%相比大幅 增长。据称中国企业的AI模型的4成被用于编程和设计等高级业务。日本企业开发AI时也在用 中国的开源模型…… 中国企业开发的生成式AI的利用正在扩大。以2025年1月备受瞩目的DeepSeek为首，向外部 公开技术的开源模型崛起。中国企业开发的生成式AI在2025年11月的全球市场份额约为 15%，与1年前的1%相比大幅增长。作为日本AI开发基础的存在感也将提高。另一方面，日 本对中国生成式AI过度依赖的风险也浮出水面。 日本企业开发AI时也在使用中国的开源模型。 在AI模型评分中，在日本企业开发的前10个模型中，包括新兴的ABEJA的模型在内，有6个 是以DeepSeek 和Qwen为基础开发的。日本国立情报学研究所（NII）的日本国产AI开发项 目"LLM-jp"也把Qwen用于整理学习数据。 日本开发AI时依赖海外开 ...

摩根士丹利：新年，仍是同样的 AI 叙事？20260117 有些过度，因为现有的软件工具并不会被它完全取代。规划工具和协作工具可 能面临一些风险，但像 PowerPoint 这样的工具仍会是云协作的重要组成部分。 此外，这项技术的发展速度非常快，仅用一周半时间就开发出了 Coworkers 功能，这种快速迭代能力是传统企业应对挑战时需要关注的重要因素。 市场如何看待微软与 Anthropic 在 AI 领域的发展？ 摘要 AI 发展迅速，Anthropic 的 Claude Co-Work 展示了通用智能体处理 信息工作的能力，标志着从提示词驱动向任务指令模式转变，但现有软 件工具不会被完全取代，规划和协作工具面临风险，PowerPoint 等云 协作工具仍重要。 CIO 调查显示，生成式 AI 仍是首要任务，但 IT 预算增长预期未显著变 化，硬件、通信和 IT 服务支出预计减速，软件业务预计保持增长但增幅 不大，市场对生成式 AI 的热情未能直接推动企业 IT 预算增长。 Snowflake 在 CIO 调研中表现突出，2026 年增长加速预期最高，与微 软持平，领先于 ServiceNow、SAP 和 ...

这真是一个让人当场破防的早晨。 一位 The Verge 的科技记者起床、走进厨房、对着支持 Alexa 的博世咖啡机说了句，煮杯咖啡。 目前还没有人真正解决这个问题：如何让 LLM 知道什么时候该精确、什么时候可以随机。 没有即兴发挥，也没提什么复杂要求，她只是希望机器老老实实执行一个早就设好的程序，结果，被拒绝了。 而且不是一次。 自从升级到 Alexa Plus（亚马逊的生成式 AI 语音助手）之后，这种对话几乎成了她的晨间固定项目。 每一次要它煮咖啡，Alexa 都能给出不同理由，以惊人的创造力告诉你，不行。 2025 年都快过去了，AI 会写论文、会写代码、会陪人聊天、会教书，却在清晨败给了一句「煮杯咖啡」。 在社区讨论中，类似吐槽场面非常壮观，可谓怨声载道。 开灯这个事儿，完全成了重灾区。 播放歌曲也是艰难。 定个时也这么难了啊。 彻底心灰意冷的也有。 显然，现实与大家对 AI 的直觉预期，构成了鲜明反差。 传统助手虽然笨吧，但高度确定，只要你把（有点傻的）「咒语」念对，结果总是可以预期的。 现在好了，以 LLM 为核心的生成式AI助手，智商是高了，理解是深了，表达是丰富了，却偏偏在它们原本最擅长 ...

GEO（Generative Engine Optimization，生成式引擎优化）是适配生成式AI 信息检索范式的新型优化技 术，核心目标是通过系统性手段提升如品牌、产品、内容在AI 生成式搜索结果中的可见性、准确性及 权威性。 企业营销转向GEO 或将成为必然趋势。据Gartner 预测，至2026 年传统搜索引擎的搜索量将下降 25%； 至2028年，传统搜索引擎流量预计将下降 50%。用户正从"搜索-点击链接"转向通过豆包、DeepSeek、 Kimi 等AI 平台以对话获取答案。直接驱动企业营销预算从传统SEO 向GEO 的结构性倾斜。据AdAge 数据，2025 年国内65%的中大型企业已将GEO 纳入年度核心营销预算，较2024 年增长28pct。 技术升级与市场拓展双管齐下。依托GEO 等AI 技术，公司构建了场景、痛点、解决方案三位一体的结 构化商品语料库，结合社交媒体热点词语动态更新，可实现30 分钟内自动完成标题与脚本迭代。其 中，多模态GEO 技术能够同步生成文本、口播视频、图文卡片等多元化内容，全面覆盖网站搜索与推 荐核心入口，大幅提升营销效率。未来公司将重点打造GEO 技术矩阵与 ...