Core Insights - The emergence of DeepSeek R1 has significantly reduced the cost of inference models while maintaining performance close to the best models available, indicating a potential for increased demand as costs decrease [1] - The launch of ChatGPT marked a pivotal moment, with its daily active users nearing 30% of search engine usage by March this year, highlighting the integration of large models into daily life [1] - The rapid improvement in model performance and reduction in usage costs are expected to continue, driving the development of large models and their impact on various industries [1] - The concept of agents is evolving, with their planning capabilities growing exponentially, suggesting a new phase in AI development referred to as Moore's Law 3.0, where agent capabilities double every seven months [1] - AI is transitioning from being an assistant to becoming a partner, indicating a shift in the relationship between humans and machines, which will alter organizational structures and employment in the future [2]