Core Insights - AI search has become a validated user demand in the market and is now a standard feature in various chatbot products [2] - The integration of search capabilities in AI products has led to unexpected and exciting use cases, while also presenting new challenges distinct from traditional search products [2][3] - Users' understanding and usage of search have evolved with the inclusion of search functions in chatbot products [3] Group 1: AI Search Integration - The decision for AI entrepreneurs to integrate search capabilities is crucial and should be considered early in product development [4] - Bocha Search, which holds a 60% market share in the domestic market, provides search engine technology services for AI products, with notable applications in AiPPT and Dify [4] - A discussion featuring key figures from Bocha Search, Dify, and AiPPT will explore how AI products utilize search and share real-world successful cases [4][7] Group 2: Event Details - An online sharing session is scheduled for September 11, from 20:00 to 22:00, with limited slots available for registration [5] - The session will address key questions regarding the integration of search in AI products and the challenges enterprises face in developing effective AI search systems [7][9] - The event is targeted at AI entrepreneurs, product/technical leaders from large companies, and AI developers [9]

Group 1 - Alphabet reported Q2 total revenue of $96.4 billion, a 14% increase year-over-year, with search and other businesses generating $54.1 billion, up 12% [1] - Google's AI features in search, specifically AI Overviews, have been used by 2 billion people, with conversational search mode reaching over 100 million monthly active users in the US and India [2][3] - The traditional search model, which has remained unchanged for over two decades, is being disrupted by AI search, which directly generates answers and summaries for users [4][5][6] Group 2 - AI search is severing the traditional cycle of search, traffic, advertising, and monetization, leading to reduced clicks and traffic for websites, which could impact advertising spending [7][10] - The global search advertising market is projected to be around $205 billion in 2024, with Google holding 56% market share; however, AI search reduces the need for users to click on links, threatening this revenue model [9][10] - The shift from CPC (cost-per-click) to CPS (cost-per-sale) in advertising is anticipated, where advertisers pay for completed transactions rather than clicks [12][14] Group 3 - Google is testing embedded "sponsored recommendations" in AI answers, while Perplexity is exploring CPS experiments with airlines and e-commerce [13] - The future of search and advertising is expected to evolve into a transaction-oriented model, focusing on selling outcomes rather than traffic [14][15] - The transition to CPS is not yet fully established, and challenges remain in scaling, adapting to new models, and managing costs associated with AI search [16][18] Group 4 - AI search is expected to function more like an assistant, helping users clarify needs and execute tasks directly within the search interface [18][21] - The revenue structure for search is likely to resemble e-commerce, with income derived from transaction commissions, premium exposure, subscriptions, and distribution fees [21][22] - The supply side must adapt by structuring data to be machine-readable, enabling AI assistants to directly access and utilize information [25][26] Group 5 - The future of SEO will focus on creating data interfaces that machines can understand, moving away from traditional traffic-driven models [28] - New attribution models will emerge, emphasizing the entire conversation and user journey rather than just the final click [30][33] - The infrastructure supporting AI search will require significant investment and transformation, moving from traditional indexing to more complex systems [34][36] Group 6 - The search market may become fragmented, with different AI search applications tailored to specific industries, such as e-commerce, local services, and high-risk sectors like healthcare and law [37][38] - The transition to AI search may face resistance due to existing business interests, leading to a gradual evolution rather than an immediate overhaul of current models [38][39]

Core Insights - Eddy Cue, Apple's Senior Vice President of Services, suggests that while the iPhone may not be needed in the future, Apple will find new pillars of support, indicating a shift towards AI hardware as a potential successor [1][3][17]. Group 1: Apple's Strategic Vision - Eddy Cue believes that one of Apple's wisest decisions was to discontinue the iPod, positioning the company to lead in future technologies rather than being replaced by them [3][17]. - The company is exploring AI hardware as a key component for its future, with products like Ai Pin being developed to potentially replace the iPhone [3][5][7]. Group 2: Ai Pin and Market Reception - Ai Pin, developed by Humane, was designed to challenge the iPhone with its innovative features, including a Qualcomm Snapdragon chip and various sensors, but faced significant criticism post-launch for poor user experience and technical issues [5][9][7]. - Despite initial hype, Ai Pin's launch resulted in negative reviews, leading to its service being halted and the company being acquired by HP [9][12]. Group 3: Competitive Landscape - Other AI hardware products, such as Rabbit R1 and Limitless Pendant, are emerging, focusing on specific functionalities rather than attempting to replace smartphones outright [10][12]. - Meta's Ray-Bans, featuring built-in AI, have seen significant sales, indicating a growing market for AI-integrated devices [12][14]. Group 4: Apple's Future Plans - Apple is actively developing its Vision Pro and plans to introduce smart glasses, with a goal of producing 1 billion AR devices by 2030 to replace the iPhone [14][15]. - Eddy Cue acknowledges the importance of AI search capabilities, indicating that Apple may integrate AI search options into its Safari browser, potentially shifting away from traditional search engines like Google [20][22]. Group 5: Industry Dynamics - The ongoing Google antitrust case highlights the competitive pressures in the tech industry, with AI search emerging as a significant future direction for companies like Apple [24][28]. - OpenAI's rapid growth in user engagement for its search capabilities suggests a shift in consumer preferences towards AI-driven solutions, although Google remains dominant in the search market [26][20].

秘塔完成 1 亿元新融资，投后估值达 1.5 亿美元，主打 AI 搜索。 文丨王与桐 编辑丨程曼祺 我们独家获悉，秘塔科技近期完成了超 1 亿元人民币的新一轮融资，由蚂蚁集团领投、光速光合跟投 本轮投后估值达 1.5 亿美元。秘塔之前的老股东有明势资本、猎豹移动和丰元资本等。 据了解，百度、腾讯等大型科技公司也曾在这轮融资期间与秘塔接触，最终蚂蚁与秘塔达成交易。去年以 来，蚂蚁集团在 AI 领域已至少投资 6 家公司，包括大模型公司智谱 AI、月之暗面，视频生成公司爱诗科 技、生数科技 ，AI 芯片公司墨芯和最新的秘塔。 除投资外，蚂蚁去年发布了自研的 "百灵" 多模态大模型，今年初成立 AI 新部门 "NextEvo"，4 月在支付 宝上线 "智能助理" 功能。蚂蚁集团董事长兼 CEO 井贤栋今年在世界人工智能大会上说，蚂蚁的 AI 战略 是发展 "专业智能体"，即拥有金融、医疗等专业知识的 AI。 秘塔创始人闵可锐是一位连续创业者，2012 年他联合创立了自然语言技术供应商 "玻森数据"，任 CTO，该 公司后在 2015 年被蚂蚁收购。2017 年，闵可锐加入猎豹移动任首席科学家。 2018 年 4 月 ...