作者 | 周智宇 编辑 | 张晓玲 一位95后科学家的现身，让小米一次例常的会议，吸睛无数。 12月17日，罗福莉现身小米合作伙伴大会。这位前DeepSeek核心成员、被业内冠以"天才少女"之名的95后科学家，以小米MiMo大模型负责人的身份完成首 秀。 罗福莉站在台前略显生涩，与向来以营销老练著称的小米相比，透着一丝"违和感"。但无论是她带来的开源模型MiMo-V2-Flash，还是小米集团总裁卢伟冰 宣布的未来五年2000亿元研发投入规划，都让外界得以一窥这家硬件厂商在AI时代的野心。 当下，传统硬件制造的利润空间持续压缩，而以大模型为核心的智能服务，已成为推动商业模式转型、拉升企业市值的关键变量。为了不让小米错失下一个 十年，雷军不惜重金将罗福莉招致麾下，这不仅是一次技术层面的"补课"，更是一场基于商业理性的战略防御。 科技商业的权力版图正不断被重塑。唯有真正掌握核心智能"大脑"，小米庞大的硬件生态才能守住自身的护城河，而非为他人做嫁衣。 罗福莉展示的MiMo-V2-Flash疯狂在做减法。她采用的MoE（混合专家）架构，虽然总参数高达309B，但在实际运行时只激活15B。也只有这样轻量化的模 型，才能 ...

Core Insights - The conversation during the World Artificial Intelligence Conference (WAIC 2025) highlighted the growing interest in AI+AR glasses, particularly focusing on the market status and future trends of these technologies [1][2]. Company Overview - Rokid is positioned as a leading platform company in the AI and AR space, known for its AR glasses, which gained significant attention following a notable event where the founder delivered a speech using the product without a script [2][3]. - The event on February 18 significantly boosted Rokid's visibility and attracted potential partners and investors, enhancing the company's reputation and opportunities in the AR glasses market [2][3]. Product Development and Features - Rokid's AR glasses integrate advanced AI capabilities, with a focus on developing an efficient operating system that minimizes latency and power consumption while enhancing user interaction [3][4]. - The glasses feature a range of practical applications, including an AI-powered teleprompter that can automatically track and display text based on the speaker's voice, and real-time translation capabilities for seamless communication across languages [3][4]. - Collaborations with companies like Amap and Alipay have led to features such as precise navigation and secure payment options, utilizing voice recognition for enhanced security [4][5]. AI Capabilities and Industry Position - Rokid does not engage in the development of foundational AI models but instead focuses on integrating various existing models into its products, allowing users to choose based on their preferences [5][6]. - The company has developed proprietary models for intent recognition, enabling the glasses to respond appropriately to user queries by leveraging different AI models based on context [6][8]. - The current AI capabilities of smart glasses are considered to be at the L2 stage, with some functionalities of L3 beginning to emerge, indicating a mature development phase for AI in this sector [8][9]. Future Trends - The integration of cloud and edge computing is seen as a future trend for smart glasses, enhancing efficiency and privacy [7][8]. - The industry is witnessing a surge in the development of intelligent agents, with Rokid's products positioned to leverage these advancements, particularly in specialized fields where deep expertise is required [9].