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AI是技术革命还是投资泡沫?业内观点→
第一财经· 2025-11-14 03:29
Core Viewpoint - The article discusses the current AI investment boom, questioning whether it is a revolutionary opportunity or a bubble, with experts suggesting it may be both [3][9]. Group 1: AI Investment Trends - There is a global surge in AI investments, with predictions indicating that over 90% of GDP growth in the U.S. this year is attributed to AI investments [8]. - Historical patterns show that disruptive technologies often lead to significant investment bubbles, which are difficult to avoid [9]. - The investment frenzy in AI has led to a "market frenzy," but some experts categorize it as a "rational bubble" due to the high stakes of being left behind in technological advancements [14]. Group 2: Opportunities and Benefits of AI - AI presents substantial opportunities for businesses, particularly in enhancing labor productivity and optimizing various operational aspects such as supply chain and management [5][10]. - The application of AI can lead to cost reduction and efficiency improvements, creating value for enterprises [5][10]. - AI's dual impact includes both job displacement and job creation, particularly affecting labor-intensive industries that may increasingly adopt robotics [6]. Group 3: Challenges and Considerations - Companies must prepare adequately for AI integration, especially in terms of data management and strategic planning [7]. - The potential for social consumption shortfalls due to AI's impact on employment needs to be addressed [11]. - The "alignment problem" of ensuring AI systems adhere to human values and ethical standards is crucial for sustainable development [13].
四川备案大模型数量居全国第六 新增四款,共有十六款应用完成国家备案
Si Chuan Ri Bao· 2025-11-14 00:26
根据国家互联网信息办公室日前发布的公告,截至11月1日,新增73款生成式人工智能服务在国家 网信办完成备案。其中,四川新增4款大模型备案。截至目前,我省已有包括四川日报报业集团研发的 智媒云行业大模型等16款应用完成国家备案,数量居全国第六位。 本次新增的天绛·诸葛大模型,由天府绛溪实验室自主研发,是一款专为图文理解而设计的系列多 模态生成大模型,具有办公场景精准应用、端云协同等核心能力。天府绛溪实验室相关负责人介绍,目 前该模型已落地金融投资、辅助办公、智慧家居等多个应用领域,未来还将延伸至无人机、人形机器人 等智能设备领域。悠然产业通用大模型定位为企业服务行业垂直大模型,不仅具备对通用知识和行业知 识的精准认知,还拥有语言以及视频理解、文本创作等能力,能执行多任务和通用推理、因果管理推 理、多轮对话理解等任务。 下一步,四川将结合市场需求和资源优势,支持研发更多细分领域大模型,打造具有全国影响力的 大模型集群。(记者 高杲) 此次通过的华栖云华生智媒大模型、观观智媒体大模型,和早在今年6月通过备案的智媒云行业大 模型,均立足传媒领域场景。如智媒云行业大模型聚焦传媒行业生产需求和使用场景,借助先进稳定的 基 ...
向 AI 要“增长确定性”!第九届营销科学大会将于 11 月 19 日在上海启幕
3 6 Ke· 2025-11-13 09:01
2025 年,生成式人工智能浪潮持续澎湃,大模型性能跃迁、多模态交互成熟、行业专用 Agent 落地加 速,推动生成式营销从"可行性探索"迈入"规模化落地"新阶段。营销领域的生产力、生产关系与决策模 式迎来全面变革,品牌主渴求"增长确定性",广告代理商期待"技术赋能",媒介平台聚焦"价值经营", 技术厂商探索"场景落地",行业协会亟需"标准共建"。 11 月 19 日,第九届营销科学大会将在上海・金茂君悦大酒店重磅启幕。本届大会以「Agentic Marketing,营销可信智能体,要 "增长确定性"」为主题,直面行业真痛点与硬需求,汇聚生态各方共 同探索 AI 与商业场景的深度协同,让营销回归可执行、可验证的增长本质。 为让参会者直观感受 AI 营销的前沿应用,大会特别设置十大主题展区,全面覆盖营销全链路实操场 景。从数据洞察、创意生成到投放执行、效果评估,参会者可一站式触摸行业最新技术与工具,近距离 破解营销实操难题。 自 2017 年首次举办以来,营销科学大会已走过八年历程,全程见证 AI 从概念走向现实的行业变革。 本届大会不仅汇聚了全球顶尖企业领袖、学术专家与行业精英,将带来高价值的思想碰撞,更通过 ...
产学研聚力破局!大湾区AIGC热潮涌动,共探技术突破与产业化落地
Zheng Quan Shi Bao· 2025-11-13 05:42
Core Insights - The Greater Bay Area, particularly Shenzhen, Hong Kong, and Guangzhou, is experiencing a surge in interest and participation in AIGC (Artificial Intelligence Generated Content) events, surpassing that of Beijing and Shanghai [1] - A recent industry exchange event in Shenzhen focused on "Multimodal Content in the AIGC Era: Generation, Understanding, and Security Governance," highlighting the collaboration between academia and industry to address challenges in AIGC technology [1][3] - Experts at the event discussed the evolution of AIGC from content creation tools to intelligent productivity engines, while also identifying key bottlenecks in logic, safety, and engineering implementation [1] Group 1: Event Highlights - The event was organized by the China Society of Image and Graphics (CSIG) and featured participation from authoritative scholars and industry experts, aiming to create a platform for deep discussions on AIGC technology [1][3] - Keynote speakers included Professor Huang Jiwu, who addressed new challenges in multimedia security, emphasizing the need for a rational definition of security threats and the comparison between AIGC and traditional media [2] Group 2: Academic Contributions - Professor Ren Wenqi from Sun Yat-sen University provided insights into the latest advancements in image restoration, focusing on super-resolution and the challenges and opportunities in generative models for various image and video restoration tasks [2] - Associate Professor Wu Zhizheng from The Chinese University of Hong Kong (Shenzhen) discussed the importance of natural communication in AI, advocating for systems that can recognize and empathize with spoken language [2] Group 3: Industry Perspectives - Zhang Kunbo, Secretary-General of CSIG's Standardization Committee, highlighted the organization's role in promoting industry standards and resource integration between academia and industry [3] - Li Sheng, President of Shenzhen SoftNiu Technology Group, shared insights on the company's journey from algorithm development to commercial application in AI visual enhancement, providing valuable perspectives on technology transfer from academia to industry [3]
全国首批、上海两款外企大模型通过国家备案
Di Yi Cai Jing· 2025-11-13 04:54
Core Insights - Shanghai has approved the first batch of foreign enterprise large model products, including Tesla's xBot customer service and Volvo's Xiaowo intelligent assistant [1] - As of November 12, Shanghai has completed the filing of a total of 115 generative artificial intelligence service products [1]
OpenAI用德国音乐人创作歌词训练模型被判侵权;俄罗斯推出首款国产人形机器人丨AIGC日报
创业邦· 2025-11-13 00:09
Group 1 - Elon Musk's donations to OpenAI amount to approximately $38 million, including five quarterly payments of $5 million each from 2016 to 2017, $12.7 million in rent from 2016 to 2020, and four Tesla cars for key employees [2] - Quark AI glasses are set to officially launch on November 27, with pre-sales performing exceptionally well during the "Double 11" shopping festival, ranking first in sales among smart glasses on Tmall [2] - Russia has introduced its first domestically produced humanoid robot named "Aidol," which features dialogue capabilities, emotion recognition, and offline functionality [2] Group 2 - OpenAI has been ruled to have infringed copyright by using lyrics from a German musician without authorization, leading to a compensation order to a major music copyright association in Germany, marking a significant case for AI copyright regulation in Europe [2] - Former DeepSeek researcher Rofuli has joined Xiaomi, expressing a commitment to building a future in artificial general intelligence (AGI) with the Xiaomi MiMo team, which is focused on inference models [2][3]
抵制技术滥用行为,媒体怎么做?南都“AI新治向”协同治理
Nan Fang Du Shi Bao· 2025-11-12 11:32
AI无疑是2025中国新媒体大会上的热词。 评价与反馈;阶段性研究成果《AI新治向:生成式人工智能内容与传播风险观察》报告在上海外滩大 会"规范AI内容 共筑清朗生态"见解论坛上发布,搭建起产学研媒协同治理的对话平台,多方力量共探 AI风险破解之道。 接下来,"AI新治向"仍将继续深化协同治理,为AI健康发展提供有益的媒体价值。 采写:南都研究员 李伟锋 生成式人工智能在飞速发展的同时,也催生了AI谣言传播、隐私安全等新型风险,日益成为全社会关 注的焦点。在此背景下,南方都市报、南都大数据研究院前瞻性设立"AI新治向"专栏,高频次新闻调查 与阶段性专项研究并行,重点关注AI生成的虚假信息与误导性内容、深度合成下的新型诈骗风险、隐 私泄露与数据滥用、版权与人格权侵犯、商业与学术诚信失范,以及AI场景下的不良内容与未成年人 权益侵害等现象,形成"建设性监督报道、专题研究报告、主题研讨活动、搭建生态共建平台"的共振, 以期赋能生成式人工智能的安全发展,用智媒力量积极回应新的时代命题。 "AI新治向"目前已发布超过60余期图文、视频报道,收获主管部门、业界和受众广泛关注。比如"与明 星AI合照调查","十款主流AI' ...
北京新增20款已完成备案的生成式人工智能服务
Bei Jing Shang Bao· 2025-11-12 11:29
北京商报讯(记者 金朝力 程靓)11月12日,据"网信北京"公众号消息,根据《生成式人工智能服务管 理暂行办法》,截至2025年11月12日,北京市新增20款已完成备案的生成式人工智能服务,累计已完成 183款生成式人工智能服务备案。 已上线的生成式人工智能应用或功能,应在显著位置或产品详情页面,公示所使用已备案的生成式人工 智能服务情况,注明模型名称、备案编号,并根据《人工智能生成合成内容标识办法》添加生成合成内 容标识。 ...
上海新增9款已完成备案的生成式人工智能服务
Mei Ri Jing Ji Xin Wen· 2025-11-12 09:32
每经AI快讯,据"网信上海"公众号消息,截至11月12日,上海市新增9款已完成备案的生成式人工智能 服务,累计已完成115款生成式人工智能服务备案。 (文章来源:每日经济新闻) ...
Gamma 估值 21 亿美金了;“收购+AI 改造”传统软件,1 年多打造估值超 10 亿美金 AI 控股平台
投资实习所· 2025-11-12 05:53
Core Insights - Gamma has completed a $68 million Series B funding round led by a16z, with a valuation reaching $2.1 billion [1] - The company claims to have surpassed an ARR of $100 million, with over 70 million total users and more than 600,000 paying users, while maintaining a full-time team of only 52 [2] - Gamma aims to challenge major players in the presentation software market, specifically PowerPoint and Google Slides, by focusing on strategic investments and enterprise-level products [2] Funding and Valuation - Gamma's recent funding round was led by a16z, with participation from Accel and Uncork Capital, resulting in a valuation of $2.1 billion [1] - The company has been profitable and has not utilized previous funding, indicating a strong financial position [2] User Metrics and Market Position - Gamma's ARR has exceeded $100 million, with a user base of over 70 million and more than 600,000 paying users [2] - The average price for enterprise accounts is $480 per seat, highlighting a focus on B2B offerings [2] Product Development and Strategy - Gamma has successfully addressed the "blank page" problem through AI, enhancing user experience by focusing on individual use rather than real-time collaboration [3] - The company leverages the "IKEA effect" to balance automation with user autonomy, increasing user engagement and retention [3] Industry Trends - The next decade is expected to focus on AI-native creation tools, transforming how work is done and enhancing creativity [7] - Gamma's approach aligns with a broader trend of democratizing storytelling and idea exchange, similar to how AI programming has empowered non-developers [8] Competitive Landscape - Previous attempts in the AI PPT space, such as Tome, struggled due to a broad user focus and lack of product-market fit, contrasting with Gamma's targeted strategy [2] - The emergence of venture studio platforms that acquire and enhance traditional software with AI presents a competitive challenge, as seen with companies like Replit [8][9]