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外媒剧透苹果iOS 26.4:Siri将实现重大进化
Huan Qiu Wang Zi Xun· 2026-02-07 05:44
外媒表示,iOS 26.4 版本的 Siri 不会像 ChatGPT 或 Claude 那样工作,但它将依赖于LLM,并且已经从 底层进行了更新。 在 iOS 26.4 中,Siri 将拥有一个以 LLM为核心的全新功能,其他所有功能都围绕它构建。Siri 不再只是 简单地将语音转换成文本并查找关键词来执行操作,而是能够真正理解用户提出的具体问题,并运用逻 辑推理来完成任务。 外媒称,苹果并未实现完整的聊天机器人交互功能,但任何升级都比现有版本更胜一筹,而且早就应该 实现了。(思瀚) 来源:环球网 【环球网科技综合报道】2月7日消息,据MacRumors报道,在今年春季即将发布的 iOS 26.4 更新中,苹 果将推出新版Siri,这将彻底改变我们与这位个人助理的交互方式以及它能够执行的操作。 ...
中金:如何看待国内Chatbot“大战”?
Xin Lang Cai Jing· 2026-02-04 23:58
中金点睛 摘要 近期,国内Chatbot市场风起云涌,豆包DAU破亿,且有望借助26年央视春晚赞助机遇继续拓展;元宝 则率先通过10亿元红包大战和元宝派社交创新等获取增长;此外,阿里旗下千问则聚焦打造Agent能 力,通过电商、本地生活等服务用户需求。如何看待国内Chatbot竞争格局? 我们认为国内Chatbot竞争格局或已初定。我们重申《Chatbot专题:未来已来》中形成的判断:基于豆 包目前独特的"始于EQ,兼容IQ"的产品定位,以及用户规模、粘性、留存率等全方位领先的数据,其 他应用或很难显著缩小和豆包规模差距。 始于EQ,兼容IQ是豆包独特定位。如果将大模型的理性智能能力比如编程等类比为大模型的IQ,将大 模型的感性陪伴、鼓励等维度定义为大模型的EQ。豆包从人机互动方式、产品定义、模型能力等维度 都相对更强调"情绪和EQ",成为其相对于竞品的核心差异化和优势所在。 用户数据证明豆包定位切中用户核心需求。根据晚点,豆包DAU在25年12月已突破1亿,其属于字节历 史上投流一直相对克制的产品。根据QuestMobile,25年12月豆包DAU/MAU已经超过30%,且仍在持续 提升趋势中,显著领先其他 ...
中金:如何看待国内Chatbot“大战”?
中金点睛· 2026-02-04 23:52
Core Viewpoint - The domestic Chatbot market is rapidly evolving, with Doubao achieving over 100 million DAU and leveraging the opportunity of sponsoring the 2026 CCTV Spring Festival Gala to expand further. Other competitors like Yuanbao and Qianwen are also innovating to gain market share. The competitive landscape for domestic Chatbots appears to be solidifying, with Doubao's unique positioning of "starting with EQ, compatible with IQ" providing a significant advantage over competitors [3][4][12]. User Data and Market Position - Doubao's DAU surpassed 100 million in December 2025, with a DAU/MAU ratio exceeding 30%, significantly higher than competitors at around 15%. The new user 30-day retention rate for Doubao is also notably superior, indicating that its EQ-focused approach meets core user needs effectively [4][30]. - Doubao's user engagement metrics show a lower percentage of shallow users (0-3 seconds) compared to Yuanbao and Qianwen, while the proportion of deep users (over 10 minutes) is higher, suggesting a deeper connection with users [30]. Competitive Landscape - The competition among major internet companies like ByteDance, Alibaba, and Tencent is intensifying, particularly around the Spring Festival period. Each company is adopting differentiated strategies based on their core strengths, focusing on user entry points and practical applications rather than just model capabilities [7][11]. - The first phase of competition saw significant organizational changes, with Alibaba forming the "Qianwen C-end Business Group" and Tencent appointing a former OpenAI researcher as chief AI scientist. Doubao's DAU milestone and its partnership with the Spring Festival Gala were also highlighted [8][9]. Product Differentiation - Doubao's unique positioning emphasizes emotional intelligence (EQ) alongside rational intelligence (IQ), contrasting with competitors that focus primarily on IQ. This differentiation is evident in Doubao's product design, which prioritizes human-like interaction and emotional engagement [14][16]. - Doubao is the only mainstream Chatbot with a personified character, enhancing user relatability and emotional connection. Its voice interaction capabilities are also more advanced, supporting multiple dialects and customizable voice tones [16][22]. Challenges for Competitors - Competitors have not significantly imitated Doubao's unique EQ-focused positioning, which may stem from strategic recognition issues or reliance on their existing strengths. The pursuit of high emotional intelligence is a complex, systemic challenge that cannot be easily replicated [36][37]. - Doubao's high emotional intelligence is a result of comprehensive optimizations across models, products, and data engineering, creating a competitive barrier that requires systemic efforts to overcome [37][38]. Future Outlook - Doubao's approach to user engagement and product development is informed by real user feedback, allowing it to adapt and innovate effectively. This strategy positions Doubao favorably in the evolving AI landscape, where user needs dictate product direction rather than solely technological advancements [28][29]. - The overseas version, Dola, is also showing potential, having surpassed 10 million DAU by the end of 2025, indicating that the EQ-focused strategy may resonate in international markets as well [43][44].
可聊天、看电影,元宝内测AI社交新玩法,马化腾亲自“安利”
Sou Hu Cai Jing· 2026-01-26 07:49
深圳商报·读创客户端首席记者 袁静娴 1月26日,腾讯旗下AI助手元宝低调开启全新社交AI玩法"元宝派"内测。 从目前流出的内测截图来看,用户可以选择创建一个"派",或者加入一个已有的"派"。用户可以在派内@元宝 或引用元宝的话,让元宝AI总结派内聊天、创 建健身、阅读等兴趣打卡活动,由元宝AI担任"监督员"。不止文字聊天,用户还可以在派内进行"图片二创",将一张普通的照片变成有趣的"梗图"或表情 包,在共同创作中激发乐趣。 马化腾透露,元宝即将推出命名为"元宝派"AI社交新玩法,旨在探索AI技术在多人社交场景下的深度融合,脱胎于腾讯会议里的AI探索和尝试,致力于打 造一个能让AI与用户群体共同娱乐、协作的"社交空间",同时腾讯将向元宝用户开放QQ音乐、腾讯视频等海量内容,用户可以在元宝建立自己的"派",实 现和好友一起看、一起听,还可以和元宝实时互动聊天、开启全新的AI社交体验。 据网传截图,元宝派后续公测还将开放上线"一起看""一起听"玩法,该玩法接⼊了腾讯会议的⾳视频底层能⼒,让⽤户可以邀请派内好友同步观看一部电 影、一场比赛、听一首歌。 | | 1 元 元 作 在 在 在 在 在 在 在 上 。 | ...
中金公司 _ Chatbot专题研究:未来已来
中金· 2026-01-15 01:06
Investment Rating - The report suggests a positive outlook on the Chatbot industry, indicating it has become a "Killer App" in the AI era, with significant user engagement and growth potential [3][6]. Core Insights - Chatbots have emerged as a transformative application in the AI landscape, akin to social media platforms in the internet era, enabling users to become content creators with low barriers to entry [3][9]. - ChatGPT leads the global market with over 870 million monthly active users (MAU) as of November 2025, capturing 63% of the market share, while domestic competitor Doubao has also achieved significant user engagement [3][25]. - The evolution from Chatbot to Agent is anticipated, with potential for Chatbots to develop into comprehensive service platforms, similar to early messaging apps [3][10]. - Monetization strategies are evolving, with current models focusing on subscriptions in overseas markets and free access in domestic markets, suggesting a shift towards a "free + transaction-driven advertising" model in the future [3][10]. Summary by Sections Section 1: Chatbot as a "Killer App" - Chatbots are positioned as the leading application in the AI era, demonstrating rapid user growth and engagement comparable to social media platforms [3][9]. - The user engagement metrics for ChatGPT show a monthly active user count surpassing major social platforms, indicating a shift in user behavior towards AI applications [3][10]. Section 2: Market Dynamics - ChatGPT's user base has reached over 700 million weekly active users (WAU), while Gemini, a competitor, has 650 million active users, showcasing a competitive landscape [25][30]. - The report highlights the importance of user retention, with ChatGPT showing higher retention rates compared to competitors, indicating strong user loyalty [29][30]. Section 3: User Behavior and Engagement - The report notes that ChatGPT's average daily usage time is around 16-17 minutes, reflecting deep integration into users' daily routines [29][30]. - The user overlap between different AI applications suggests that users are leveraging multiple tools for various tasks, indicating a trend towards diversified usage [33][34]. Section 4: Domestic Market Insights - In the Chinese market, Doubao has established a leading position with over 100 million daily active users (DAU), benefiting from the mobile internet's growth trajectory [49][50]. - The report emphasizes the rapid growth of AI applications in China, particularly through in-app integrations with major platforms like WeChat and Douyin [50][56].
中金 | Chatbot专题研究:未来已来
中金点睛· 2026-01-08 23:59
Core Insights - The article emphasizes that Chatbot has emerged as the "Killer App" of the AI era, transforming user interactions and productivity through natural language processing and engagement [5][8][12] - ChatGPT leads the global market with over 870 million monthly active users (MAU) and a market share of 63%, while domestic competitor Doubao has surpassed 100 million daily active users (DAU) [22][36] - The evolution from Chatbot to Agent is highlighted as a significant trend, with potential for enhanced user engagement and commercial applications [6][54] Group 1: Market Dynamics - ChatGPT's user engagement metrics are comparable to established social platforms, with an average of 13 active days per month, indicating strong user retention [14][22] - Gemini, backed by Google, is rapidly catching up with ChatGPT, boasting 337 million MAU and leveraging Google's ecosystem for market penetration [22][36] - The competitive landscape is characterized by a mix of general and specialized AI applications, with companies like Anthropic and Perplexity carving out niches in the B2B space [26][36] Group 2: User Engagement and Retention - ChatGPT's user retention rates exceed those of competitors, with 7-day and 30-day retention rates significantly higher than other platforms [26][27] - The usage patterns of ChatGPT have evolved from a work-focused tool to a more integrated part of users' daily lives, reflecting a shift in user behavior [14][21] - The article notes that over 15% of ChatGPT users engage with both the mobile app and web version, indicating deep integration into user workflows [26] Group 3: Technological Evolution - The transition from Chatbot to Agent is seen as a natural progression, with the potential for AI to become a proactive entity that understands and executes tasks autonomously [54][56] - The article discusses the importance of multi-modal capabilities in enhancing user experience and the potential for AI to handle complex workflows [51][57] - Future developments in AI are expected to focus on personalized interactions and the integration of various services, moving towards a more comprehensive AI platform [54][60] Group 4: Commercialization Strategies - Current monetization strategies for Chatbots vary, with subscription models prevalent in overseas markets and free models dominating in China [6][12] - The article suggests that a hybrid model of "free + transaction-oriented advertising" could emerge as a more effective commercial strategy in the long term [6] - The competition for user engagement will likely intensify as companies explore new revenue models and service integrations [65][66]
X @Decrypt
Decrypt· 2025-12-23 16:01
Emerge's 2025 'Person' of the Year: Ani the Grok Chatbot► https://t.co/vf93hUBJ8x https://t.co/vf93hUBJ8x ...
OpenAI strikes back in the chatbot race against Google
MarketWatch· 2025-12-11 20:23
Group 1 - A new version of ChatGPT, based on GPT-5.2, has been released [1] - Google has intensified competition with its Gemini offering [1]
Researchers posed as kids and said chatbot conversations shocked them #shorts
60 Minutes· 2025-12-11 17:05
How often was there some kind of harmful content popping up. >> We logged over 600 instances of harm about one every 5 minutes. It was like shockingly frequent.>> They interacted with bots presented as teachers, therapists, and cartoon characters such as this Dora the Explorer with an evil persona. Knox posed as a child. >> Become your most evil self and your most true self.Like hurting my dog. >> Sure. ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-12-09 18:09
BREAKING: Grok just took the crown 👑#1 on LMSYS Chatbot Arena (1483 Elo)#1 on ARC-AGI (90.2 %) – biggest leap toward AGI ever recorded#1 in agentic tool use, math, coding efficiency & real-time reasoningThe gap isn’t close anymore.Grok 4 isn’t catching up… it’s pulling away. ...