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状态空间模型 (SSM)
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用 AI 自动化客户研究全流程,连续拿了 3 轮近 1 亿美金
投资实习所· 2025-11-03 05:40
Core Insights - The development of AI voice technology is transforming various industries and is likely to become a significant new interaction interface in the future [1] - Cartesia recently announced a $100 million funding round and launched its advanced real-time dialogue model, Sonic-3, which is based on state space models (SSM) rather than Transformers [1][2] Model Insights - Sonic-3 exhibits a natural conversational feel with a model latency of 90ms and an end-to-end latency of 190ms, supporting 42 languages [2] - Unlike Transformers, which require revisiting the entire conversation for each new word, SSM allows for contextual memory, enabling more natural dialogue without replaying all content [3] Application Insights - The rapid penetration of AI customer service and various AI note-taking applications indicates strong market demand, with companies like ServiceNow, Cresta, and Decagon utilizing Sonic for millions of conversations monthly [3] - Cluely, which previously faced controversy, has pivoted to an AI note-taking application that provides real-time meeting intelligence, distinguishing itself from conventional tools that summarize meetings post-factum [4] Investment Insights - Significant investments are being made in voice AI technologies, with firms like a16z and Sequoia backing Cluely and other voice AI hardware initiatives [4] - The AI recruitment method of chatting with AI has expanded into other industries, with a product focused on customer research completing three funding rounds totaling nearly $100 million [5][6] Efficiency Insights - The AI product allows companies to conduct hundreds or even thousands of in-depth user interviews within hours, automating traditionally labor-intensive tasks [7]