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“多模态卷王”收缩C端业务!大模型“六小虎”战略聚焦谋出路
Core Insights - The article discusses how large model startups are adjusting their strategies in response to competition from major tech companies and DeepSeek, focusing on narrowing their business scope to find differentiation and survival paths [1][4][7] Group 1: Company Adjustments - Jieyue Xingchen, one of the "Six Little Tigers" in large models, has shifted its focus from consumer-facing (C-end) products to terminal agents, ceasing operations of its role-playing AI product "Mao Bao Ya" [1][4] - The company has consolidated its team into the "Jieyue AI" product team, indicating a strategic pivot towards multi-modal model development and terminal agent applications [1][4][5] - The decision to stop large-scale investment in "Mao Bao Ya" reflects a broader trend among startups to reassess their growth strategies in the AI era, moving away from reliance on extensive user acquisition through advertising [4][7] Group 2: Product Development and Focus - Jieyue Xingchen, founded in April 2023 by former Microsoft VP Jiang Daxin, has been quietly developing its foundational models, releasing a trillion-parameter language model, Step-2, in March 2024 [2][3] - The company has launched 22 self-developed foundational models across various modalities, emphasizing its commitment to multi-modal capabilities as a pathway to achieving AGI (Artificial General Intelligence) [2][3] - The company has announced collaborations with leading firms like Geely, OPPO, and Zhiyuan Robotics to apply its multi-modal models in sectors such as automotive and mobile technology [5] Group 3: Industry Landscape and Competition - The competitive landscape for AI large models is intensifying, with only Jieyue Xingchen and Zhipu AI among the "Six Little Tigers" receiving ongoing attention and funding, while others face challenges such as user attrition and executive turnover [6][7] - The article highlights the need for startups to adapt quickly to the fast-paced changes in model iteration and user loyalty, as well as the difficulties in securing financing [7]