当下，AI正在悄然颠覆科技产业格局，创业者从模型层到应用层竞相入局。但资本正在向头部聚集，2024年全球AI融资额突破1000亿美元，单笔超1亿美元 的融资占比达69%，头部效应明显。 而市场也在变得更为激烈。从大模型、具身智能到AI应用，几乎在每一个赛道和场景，新的公司都如雨后春笋出现， 对创业者而言，考验的已经不仅是创新与运营效率，更是从数据流转到场景应用的商业化智慧：你的产品定位是否清晰？在商业化过程中，如何构建数据闭 环与场景壁垒，保持核心竞争力？以及，在这波投资浪潮中，到底该如何找到生机？ 若这些关键问题未有清晰答案，而仅将 AI 风口简单地视为"机遇"，它带来的可能不是红利，而是黄粱一梦。 近期《虎嗅·AI无悖论》节目，特别邀请到了中欧国际工商学院金融学教授、副教务长、EMBA课程主任、中欧企业与资本市场研究中心主任黄生与九合创 投创始人、中欧EMBA校友王啸，探讨投资视角下的AI机遇，他们分享了对行业投资机会的看法，以及对未来AI 应用的洞见： 英伟达4万亿市值是否预示泡沫风险？ 本期主持人为《小遥说商业》账号主理人、中欧EMBA校友陈小燕，以下为交流实录（有删编）： 风口里，中小企业机会到底在 ...

随着Simo 的到任，OpenAI 的商业化进程无疑将全面提速。Simo 在 Facebook 期间主导移动端商业化和视频产品爆发式增长的经验，将在这里得到充分发 挥。她的任务是将 OpenAI 庞大的用户流量（据称 ChatGPT 周活跃用户已达 7 亿）转化为可持续的商业收入，为 Altman 在前沿领域的探索提供充足的"弹 药"。尽管详细的战略规划尚未公布，但一些商业化尝试已经箭在弦上。 据报道，最快在今年秋季，OpenAI 就可能在 ChatGPT 的购物搜索结果中引入联盟营销链接作为初步试水。近期，ChatGPT 在搜索和产品功能上的更新 也愈发频繁，旨在整合更丰富的多媒体信息和互动体验，目标是将庞大的用户流量转化为可持续的商业收入。这一系列举动都表明，OpenAI 正在努力从 一个技术驱动的实验室，向一个成熟的商业实体转型。这次权力转移，正是这一转型过程中最关键的一步，它通过明确的内部分工，试图在应对当前市场 狂热与布局遥远未来之间找到一个最佳平衡点，以确保公司能在这场通往通用人工智能的漫长竞赛中，既走得稳，也走得远。 OpenAI 近期进行了一次重要的高层人事与架构调整。据 The Verge ...

Core Viewpoint - The competition for AI talent in the U.S. has intensified, with Meta's CEO Mark Zuckerberg leading aggressive recruitment efforts to attract top AI researchers, including offering signing bonuses of up to $100 million [1][5]. Group 1: Meta's Strategic Moves - Zuckerberg announced a major restructuring of Meta, creating the "Meta Superintelligent Laboratory" (MSL) to focus on developing advanced AI systems that surpass human capabilities [2]. - Meta has invested $14.3 billion in the startup Scale AI and recruited its former CEO, Wang Tao, to join the company [2]. - The primary mission of MSL is to provide "personal superintelligence" to everyone, indicating a long-term vision for AI development [4]. Group 2: Recruitment and Competition - Zuckerberg has personally contacted over 45 AI researchers from competitors like OpenAI, with at least four accepting offers from Meta [5]. - The aggressive recruitment strategy has raised concerns within OpenAI about employee morale and project continuity, with reports of a "feeling of being robbed" among its leadership [5]. - Salaries for top AI engineers have surged, with some earning over $10 million annually, reflecting a 50% increase from 2022 levels [6]. Group 3: Industry Implications - Meta's strategy is seen as a high-risk, high-reward gamble in the AI arms race, aiming to build a robust technology stack through talent acquisition and innovation [7]. - The company plans to invest approximately $70 billion in AI this year, which is significant compared to competitors like Amazon, Microsoft, and Alphabet [8]. - Experts warn that if the anticipated returns on AI investments do not materialize quickly, investor sentiment could shift negatively, impacting the broader AI industry [9].