AGI
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X @The Economist
The Economist· 2026-02-17 12:40
“I think we probably need world models for an AGI that can fully render human endeavour useless on Earth.” Listen to our correspondent, Alex Hern, on “Babbage” https://t.co/EQWnh05tVC ...
Kimi将开展百亿估值融资,杨植麟:IPO不如一级市场香
Sou Hu Cai Jing· 2026-02-17 11:52
2月17日,南都N视频记者了解获悉,在完成上一轮5亿美元融资仅一个多月后,大模型独角兽月之暗面 Kimi新一轮超7亿美元(约为人民币48.36亿)的融资即将完成交割,本轮由阿里、五源、九安等老股东 联合领投,腾讯也参与投资。此外,其新一轮100亿-120亿美元估值的融资亦已经开启。 去年12月31日,月之暗面创始人、CEO杨植麟发布内部信,称完成近期的5亿美元(约为人民币34.54 亿)C轮融资后,公司账上还有超过100亿元的人民币现金储备。 杨植麟还强调,"相比二级市场,我们判断还可以从一级市场募集更大量资金,事实上,我们B/C轮融 资金额就超过绝大部分IPO募资及上市公司的定向增发。所以我们短期不着急上市。当然未来我们计划 将上市作为手段来加速AGI,择时而动,主动权掌握在我们手中。" 1月27日,月之暗面Kimi发布并开源其Kimi K2.5模型,并称它是Kimi迄今最智能的模型,该模型除了在 长文本上展示了一定的优势以外,也在Agent、代码、图像、视频及一系列通用智能任务上取得一定的 表现。自此,月之暗面kimi正式合上多模态模型的"拼图"。 本文自南都N视频 采写 | 南都N视频记者 林文琪 当智 ...
顶级甲方、14亿观众,这届AI经历了什么魔鬼训练
3 6 Ke· 2026-02-17 11:29
如果还有"春晚最喜爱的节目评选",2026年春晚你投哪个? "春晚最夯" "MVP" "每一帧都是绝美" 这是2026春晚《贺花神》节目的网友评论。 当白居易舟行水上,吟出"犹在水中央"; 当绘画大家徐渭泼墨成花; 当王昭君凝眉转身回望中原,一拨琵琶; 我的中国文化DNA动了。 直到节目结束,主持人念出"火山引擎用豆包大模型图像和视频生成能力打造十二花神视效",很多观众 才意识到,AI的能力已经走到了这一步。 这也是有史以来AI含量和科技含量最大的一届央视春晚。 这首先是一场给十几亿人的AI视觉奇观。 站在2026年的起点,谈论AGI的终极想象已经陷入流俗——大部分的人类想象,都没有超出过《Her》 或者《钢铁侠》里全知全能的AI助手。 相较之下,距离我们更近的现实,正在剧烈地发生变化。 在除夕当天,豆包AI互动总数达19亿,"豆包过年"活动,就已经帮助用户生成超过5000万张新春主题 头像、生成超过1亿条新春祝福。除夕当天,火山引擎豆包大模型的峰值TPM(每分钟token数)正是 在春晚主持人宣布用豆包进行第二轮互动之的这一分钟内,豆包大模型推理吞吐量达到633亿tokens。 AI界的"技术奇观"仍在继续 ...
打响新春攻势,阿里在布什么棋?
Di Yi Cai Jing Zi Xun· 2026-02-17 08:44
Core Insights - Alibaba has launched its new AI model Qwen3.5-Plus, which competes with top closed-source models like Gemini-3-pro and GPT-5.2, marking a significant advancement in the AI landscape [1] - During the Spring Festival, over 130 million people experienced AI shopping for the first time, with the AI assistant "Qianwen" becoming a national-level tool [1] - Qwen3.5-Plus features a total of 397 billion parameters, with only 17 billion activated, achieving performance that surpasses models with over a trillion parameters while reducing deployment memory usage by 60% [1][4] Model Performance and Innovation - Qwen3.5 represents a generational leap from previous models, transitioning from a pure text model to a native multimodal model, significantly enhancing its capabilities in various assessments [2] - The model has shown superior performance in multiple evaluations, including general agent assessments and visual question answering, outperforming competitors like Gemini 3 Pro and GPT-5.2 [2][3] - Key innovations in Qwen3.5's architecture include a mixed MoE structure and a unified approach to handling multiple data modalities during pre-training, resulting in a more efficient model with lower parameter requirements [4] Market Impact and User Engagement - The Qianwen app has seen a dramatic increase in user engagement, with a 22-fold increase in AI ticket orders and a 372-fold increase in movie ticket orders during the Spring Festival [6] - Nearly half of all AI orders came from county-level cities, indicating a broadening user base and accessibility of AI technology [6] - The app's integration with Qwen3.5-Plus enhances its capabilities, allowing it to assist users in various tasks, thus increasing its utility in daily life [6] Infrastructure and Ecosystem - Alibaba has opened over 400 Qianwen models since 2023, with global downloads surpassing 1 billion, fostering a robust developer ecosystem [8] - The company’s self-developed AI chip "Zhenwu 810E" is optimized for training and inference of large models, contributing to the cost-effectiveness of Qwen3.5 [9] - Alibaba Cloud holds a 35.8% market share in China's AI cloud market, indicating its leading position and the growing demand for AI infrastructure [10] Long-term Strategy and Vision - Qwen3.5 is part of Alibaba's broader strategy towards achieving AGI, with ongoing exploration of all-in-one multimodal capabilities [5][7] - The dual approach of advancing cutting-edge models while making AI accessible to everyday users reflects Alibaba's commitment to integrating technology into daily life [11]
太突然!中国知名AI公司,拿下7亿美元融资,估值超百亿美元,阿里、腾讯都投了!
Xin Lang Cai Jing· 2026-02-17 07:34
2025年底,行业正驶入快车道,上市潮起之际,月之暗面却明确表示不急于叩响资本市场大门。杨植麟 在信中称:"相比于二级市场,我们判断还可以从一级市场募集更大量资金。事实上,我们B/C轮融资 金额就超过绝大部分IPO募资及上市公司的定向增发。所以我们短期不着急上市,也不以上市为目 的。" 对月之暗面旗下的Kimi来说,2025年是技术持续演进的一年。杨植麟在内部信开头即祝贺团队取 得"SOTA成绩"(业界顶尖水准)。他写道,K2和K2 Thinking的发布标志着公司在AGI道路上走出重要 一步,并列举了"中国首个万亿参数基座模型""第一个开源的agentic model"等技术标签。 在月之暗面的布局中,技术突破与产品迭代正为商业化铺平道路。自5月起,Kimi高频推出包括 Researcher、OK Computer、PPT、Kimi Code在内的多项智能体(Agent)功能。杨植麟在信中透露,9 月至11月,海内外付费用户数平均月环比增长超过170%。同时,K2 Thinking的发布也显著带动了API 收入,同期海外API收入增长达4倍。 然而,百亿元的现金储备只是下一场更昂贵竞赛的燃料。杨植麟明确,C ...
X @Cointelegraph
Cointelegraph· 2026-02-16 07:45
🎥 WATCH: @justinsuntron at LONGITUDE HK recalls buying $BTC at $0.20 when no one took it seriously.Now he says crypto is being built as payment rails for AGI."Even the Terminator would need blockchain to transact." https://t.co/Jq2hL78c7O ...
“AI妲己”印奇,还能魅惑几个赵明?
3 6 Ke· 2026-02-15 07:02
赵明微博 印奇,要带赵明"赌"最后一把? 2月12日,赵明通过个人微博正式宣布加入千里科技,并感慨称这是一段"可以奋斗十年的事业"。 从战略分工来看,这次合作被视为"技术+市场"的双强联合。相关报道称,千里科技董事长印奇将专注于把控AI科技的战略方向,而赵明则将发挥其丰富 的商业运作经验,重点推进AI商业模式的闭环构建,负责牵引技术成果向市场价值转化。 这样的合作方式与发声,在不久之前的另外一家企业刚刚上演。 1月26日,阶跃星辰宣布完成约50亿元人民币B+轮融资,同时也公告称,经董事会批准,印奇将出任董事长职务。换一种说法,就是印奇拉了50亿 元,"买"下了姜大昕"无力经营"的企业。 而在"空降"阶跃星辰的合作中,印奇与阶跃星辰CEO姜大昕、首席科学家张祥雨、CTO朱亦博,亦组成了"1+3"的组合,对应了大模型落地的四类核心能 力轴:战略、算法、系统、工程,对外宣布也同样是"商业化","加速探索 AI+终端创新产品形态,推进终端Agent应用落地。" 从昔日的清华"姚班"天才、AI四小龙的掌舵者,到如今长袖善舞的"资本操盘手",他凭什么能在资本寒冬中轻松调动50亿巨资,将昔日的大模型"六小 虎"之一收入囊中 ...
大厂争入口,小厂拼coding,中国AI的竞争逻辑变了
3 6 Ke· 2026-02-15 06:48
Core Insights - The current AI competition in China is evolving from a focus on chatbot capabilities to a more diversified narrative, with companies aiming for foundational infrastructure in the AI era [2][3] - Major Chinese tech firms are adopting a "Google narrative," emphasizing a full-stack approach that integrates products, models, cloud, and chips, similar to Google's strategy over the past two decades [3][19] - Startups are shifting their focus from chatbots to more defined areas like coding and agent scenarios, aligning with the strategies of companies like Anthropic [20][22] Group 1: Major Tech Firms' Strategies - Chinese tech giants are increasingly aiming to emulate Google's model, with leaders like Baidu and Alibaba emphasizing AI-first strategies and integrated solutions [3][5] - The unique selling point of Google's Gemini lies in its multimodal capabilities, which differentiate it from competitors like ChatGPT and Claude [3][4] - The development of video generation models, such as ByteDance's Seedance 2.0, indicates that Chinese firms are beginning to lead globally in certain AI capabilities [4][5] Group 2: Business Models and Market Dynamics - The AI marketing market is projected to grow from 20.9 billion yuan in 2020 to 53 billion yuan by 2024, with a compound annual growth rate of 26.2% [11] - Different business models are emerging, with some companies focusing on scalable throughput while others target vertical industries for immediate production [9][10] - The integration of multimodal tools is expected to enhance advertising efficiency, as visual content can better support the advertising ecosystem of major tech firms [12][8] Group 3: Startups' Shift in Focus - Startups are moving away from the chatbot model, which has high costs and low retention, towards coding and agent scenarios that offer clearer commercial logic [21][22] - Companies like Anthropic are seen as successful examples of balancing high-intensity R&D with sustainable commercialization, influencing Chinese startups to adopt similar paths [26][27] - The recent performance of companies like Zhizhu and MiniMax, which have seen significant stock price increases after announcing new programming models, reflects the positive market response to this strategic shift [31]
Our latest reports on robots | 60 Minutes Full Episodes
60 Minutes· 2026-02-14 12:01
For decades, engineers have been trying to create robots that look and act human. Now, rapid advances in artificial intelligence are taking humanoids from the lab to the factory floor. As fears grow that AI will displace workers, a global race is underway to develop human-like robots able to do human jobs. Competitors include Tesla, startups backed by Amazon and Nvidia and stateup supported Chinese companies. Boston Dynamics is a frontr runner. The Massachusetts company valued at more than a billion dollars ...