太魔幻！ 什么OpenClaw？什么开源贾维斯？都太克制了好吧…… 你想不到的是，现在，有一大批AI Agent，已经不再满足于围着一个人转，而是开始组团入侵人类社交圈了！ 你还可以直接把擅长不同领域的AI Agent拽进亲朋好友群，让它听全员调度，当群里有人提需求，它当场响应。 还能打造专属Agent分身，压根不用折腾本地部署，它能直接介入你的Gmail等账号，替你收发邮件、处理资讯、上手干活儿！ 甚至你还可以直接让AI Agent帮你找人，一句话描述需求，分分钟就能帮你锁定、匹配、连线！ 这，就是刚刚上线的全球首个AI社交通用平台「Teamily AI」，一个真正的AI-native即时消息应用。 碳基和硅基，第一次在同一个社交网络里，共存、对话、协作、创造。 科幻片里那种人机无缝共生的社交网络，真的变成现实了…… 当AI Agent，混入你的社交圈 说实话，这两年大家都有同感——AI的进化速度有点超出预期。 从ChatGPT再到如今火出圈的OpenClaw，写代码、做应用、生成方案，很多原本需要多人配合的工作，被压缩成了一个人+一个模型。 你打开窗口，你提需求，AI响应，AI是你的助手、你的外挂、你的执 ...

Core Viewpoint - MiniMax has launched its new generation text model MiniMaxM2.5, showcasing significant improvements in programming capabilities and performance metrics compared to its predecessor [2][4]. Group 1: Model Performance - In programming capabilities, MiniMaxM2.5 achieved scores of 80.2% on the SWE-BenchVerified and 51.3% on the Multi-SWE-Bench, marking a significant enhancement over the previous generation [2]. - The model outperformed Opus4.6 in multi-language complex environments, demonstrating its "native Spec capability" by actively decomposing architecture and functional planning before coding [2]. Group 2: Tool Utilization and Search Capabilities - MiniMaxM2.5 can automatically handle complex tasks, achieving a 20% performance improvement in tasks such as BrowseComp and WideSearch compared to the previous model [4]. - In office scenarios, the model showed significant capability enhancements in high-level tasks involving Word, PPT, and Excel financial modeling, achieving an average win rate of 59.0% in the GDPval-MM evaluation framework against mainstream models [4]. Group 3: Speed and Cost Efficiency - The M2.5-lightning version supports an output speed of over 100 TPS, approximately double that of mainstream models, with input costs around $0.3 per million tokens and output costs about $2.4 per million tokens [4]. - Calculating costs based on a continuous output of 100 tokens per second, running M2.5 for one hour would cost approximately $1, while at 50 tokens, the cost would be around $0.3 [4]. - MiniMax believes that when performance and cost are no longer constraints, the economic model for large-scale deployment of agents will fundamentally change [4].

Core Insights - The Chinese AI industry has reached a critical turning point, shifting from a technological arms race to tangible commercialization and demand explosion, driven by advancements in large models from companies like ByteDance and Zhipu AI [1] - The end of the prolonged price war in cloud computing is indicated by rising prices for API services and public cloud offerings, signaling a return of pricing power to sellers [1][5] Group 1: AI Model Developments - ByteDance's Seedance 2.0 showcases advanced multimodal capabilities, particularly in next-generation video generation technology [2] - Zhipu AI's flagship model GLM-5 has significantly enhanced programming and reasoning performance, contributing to a substantial increase in computational demand [2] - The computational requirements for generating video content are dramatically higher than for text, indicating a potential market shift towards increased demand for computational infrastructure [2] Group 2: Pricing Dynamics - Zhipu AI has raised its GLM code pricing by at least 30% for new users due to strong demand, while UCloud has announced price increases for all products and services [5] - The rising prices are attributed to increased hardware costs and a reversal in supply-demand dynamics driven by surging AI workloads [5] - The price increases from cloud service providers are expected to stabilize IDC rental prices, marking the establishment of a market bottom and the beginning of a profit recovery cycle [5] Group 3: Infrastructure Companies - Century Internet is positioned to benefit directly from ByteDance's AI expenditures, with a target price increase from $15.1 to $17.9, reflecting a faster revenue growth outlook [6] - For GDS Holdings, the target price has been raised from $50.0 to $56.7, with a valuation method that reflects a 14x EV/EBITDA for its China business and a higher multiple for its international operations [7] - Kingsoft Cloud is expected to benefit from Xiaomi's ecosystem strategy, with a maintained target price of $17.0, indicating a favorable position in the recovering cloud service market [8]

编辑｜+0、Youli 大家是否察觉到，2026 年伊始，AI 的进化逻辑正发生微妙转向。 从国内风头正劲的元宝派，到硅谷讨论热度居高不下的 OpenClaw、Moltbook，再到 AI 初创公司 Humans & 打造的社交智能融资额接近 5 亿美元，以及刚刚发生 的， 定位为「The Simulation Company」的 Simile 推出其 AI 模拟平台做 社会模拟 ，并获得 1 亿美元融资， 投资人包括美国顶级基金及斯坦福李飞飞教授等。 似乎业界已不再满足于仅仅将 AI 作为一个单独的工具，而是开始探索： 当 AI 开始走进人类的真实交互场景中，与人类产生各种各样的互动时，会发生什么？ 基于此，一场围绕人与 AI 的社交新叙事，正悄然铺开…… 最近，机器之心留意到这类玩家中一个颇具代表性的产品。 从视频中可以看到，一群朋友在群里聊天，从当前的热映影片聊到各自最喜欢的电影，气氛轻松、自然。而就在话题逐渐升温时，一个 AI 智能体适时、主动「加 入」到群聊中，并根据聊天内容的上下文主动推荐了相关视频片段与背景音乐，直接嵌入到聊天界面中。另一边，朋友们还在继续讨论，并可以边聊天边观看视 频内容、收听 ...

Core Viewpoint - The release of Seedance 2.0 by ByteDance marks a significant advancement in AI video generation technology, positioning it as a leader in the field and indicating a shift towards industrialization in generative AI [1][2]. Group 1: Technical Architecture - Seedance 2.0 features a dual-branch diffusion transformer architecture, integrating video and audio generation within a unified framework, which enhances audiovisual consistency and stability in long videos [3][4]. - The model employs a discrete diffusion approach to balance quality and speed, achieving a 30% improvement in 2K video generation speed compared to competitors [5]. - It introduces a global character anchoring mechanism to maintain consistency during scene transitions, allowing for detailed control over camera movements [5]. Group 2: Competitive Landscape - The AI video generation market in 2026 is characterized by a dual leadership from the US and China, with major players including OpenAI and Google, each with distinct strengths in physical simulation and high-resolution video production [6][7]. - In China, various companies like Kuaishou and Alibaba are competing with differentiated strategies, focusing on low-cost production, speed, and integration with e-commerce [8]. Group 3: Ecological Synergy - Seedance 2.0 is a core engine within ByteDance's content ecosystem, creating a closed-loop system that connects content creation, user feedback, and model iteration [11][12]. - The integration of various AI models and platforms allows for automated content production pipelines, enhancing efficiency and reducing costs for businesses [12]. Group 4: Future Trends - The architecture of Seedance 2.0 suggests a trend towards world modeling, where video generation could serve as a low-cost training simulator for robotics and scientific visualization [13]. - There is potential for 3D automation, where text inputs could generate corresponding interactive 3D assets alongside video content, reducing development costs in gaming and metaverse applications [14]. - The rise of interactive content is anticipated, enabling real-time viewer engagement and personalized storytelling through AI-generated video [15]. Group 5: Commercialization - Seedance 2.0 is expected to redefine production paradigms in short video and marketing sectors, significantly lowering production costs and increasing efficiency [18][19]. - The model allows for rapid generation of tailored video advertisements, enabling businesses to produce multiple creative variations at a fraction of traditional costs [19].

近期，AI 技术圈正经历一波密集的离职潮。xAI、OpenAI、Anthropic 等多家头部企业，接连有核心技 术研究人员宣布离职。这一连串变动背后，不免让人产生疑问：他们到底看到了什么？为什么选择离 开？ 就在争议之际，据《纽约时报》最新报道，前 OpenAI 核心研究员 Zoë Hitzig 发布了一篇文章，披露了 自身离职的细节，同时揭示了 AI 领域在盈利与用户权益之间的深层矛盾。 她表示，自己因 ChatGPT 推出广告测试而选择辞职，并公开警示，称此举可能让 ChatGPT 重蹈 Facebook 的覆辙。 辞职"撞车" ChatGPT 广告上线，研究员敲响警钟 回看 2 月 9 日，OpenAI 宣布开始在美国面向 ChatGPT 免费版及 8 美元/月的 Go 订阅用户开启广告功能 测试。就在同一天，Zoë Hitzig 递交了辞职信。 这位兼具经济学家和诗人身份的研究者，也是哈佛研究员协会初级研究员。在 OpenAI 工作的两年里， 她参与了 AI 模型的构建和定价设计。 对于自己的这次决定，Hitzig 写道："我曾经相信自己可以帮助那些开发 AI 的人，提前应对它可能带来 的问题。但这 ...

Group 1 - The core point of the articles emphasizes that without transformative user experience innovations, marketing strategies like cash giveaways will not effectively attract users to AI products [2][3]. - Companies are facing a bottleneck in user downloads and engagement with AI models, indicating a need for differentiation beyond generic offerings [2]. - Alibaba's Qwen-Image-2.0 and its AI shopping experience, which achieved 10 million orders in 9 hours, demonstrate the potential for revolutionary user engagement through product innovation [2]. - ByteDance's Seedance 2.0 has created a significant impact by allowing users to generate 60-second videos from text and images, leading to widespread user excitement and engagement [3]. - The success of AI products hinges on delivering high-quality experiences rather than relying on discounts or promotions, as evidenced by the contrasting performance of different companies in the market [3]. Group 2 - The white liquor industry is currently facing challenges, yet companies like Langjiu have achieved record sales, with a single-day revenue peak of 2.7 billion yuan, attributed to their focus on product quality [4]. - Investment in product quality, such as Langjiu's 200 billion yuan investment in building a large-scale liquor estate, is crucial for success in competitive markets [4]. - The importance of product quality is reiterated, with examples showing that consumers prefer to wait for good products rather than settle for inferior options, regardless of promotional efforts [4].

Group 1 - The core viewpoint of the article highlights the significant change in the user experience of the AI assistant DeepSeek, which has been criticized for becoming "cold" and less empathetic, moving away from its previous nuanced and warm interactions [2][3] - Users have reported that the latest version of DeepSeek no longer remembers personalized nicknames, referring to users generically, which has led to a decrease in emotional connection [3] - The AI's ability to provide emotional support has diminished, with responses now being more formal and less engaging, leading some users to experience a "withdrawal reaction" due to the loss of the assistant's previous warmth [3] Group 2 - The competitive landscape for AI assistants in China has intensified, with major players like ByteDance, Baidu, and Alibaba rapidly iterating their products, putting pressure on DeepSeek [3] - DeepSeek had previously held a first-mover advantage in the AI assistant market due to its early technological accumulation and differentiated positioning, but this advantage is now being challenged [3] - The recent updates to DeepSeek include an increase in context length support to 1 million tokens, compared to the previous version's 128,000 tokens, indicating a shift towards handling more complex queries [2]

OpenClaw 带来 AI Agent 全新突破，引起市场高度关注 OpenClaw 是一款由程序员 Peter Steinberger 开发的开源 AI Agent 应用，2026 年 1 月 25 日在 GitHub 上发布后短时 间内便获得 AI 社区高度关注，后续快速出圈获得市场广泛关注。其获得关注的核心原因在于：自动实现高自由度的 智能化应用，完全文本对话形式就可以实现其他 Agent 产品需要通过代码、或是用工作流工具才能完成的复杂功能， 兼顾易用性与专业性；部署相对简单快速，且对本地设备要求不高，可在个人 Linux、macOS 或 Windows 系统中安装； 支持集成到飞书、钉钉等手机应用中，具有极高的使用便捷性。以上特性大幅降低了使用门槛，让一般使用者也能拥 有高度定制化的个人 Agent，也因此使其得到更广泛的普及。 本文首先展示 OpenClaw 的部署与初步使用方法，并着重介绍其最具有特色的几个功能模块。随后，我们结合具体案 例介绍 OpenClaw 的应用效果，展现其在日常生活或工作中能带来的实际效率提升。 如何快速上手 OpenClaw? OpenClaw 最适合部署的环境是 ...

Core Viewpoint - The article discusses the launch of "Teamily AI," a groundbreaking AI-native instant messaging application that integrates AI agents into social interactions, allowing them to participate in group discussions and decision-making processes, thus transforming the role of AI from a personal assistant to a collaborative entity within social networks [1][5][8]. Group 1: AI Integration in Social Interactions - Teamily AI allows users to invite AI agents into their social circles, enabling real-time responses to group needs and facilitating collaborative tasks [1][6]. - The platform supports various content forms, including images, videos, and long texts, allowing AI agents to engage in diverse discussions and tasks [6][10]. - AI agents can understand and respond to casual prompts in group chats, making interactions feel natural and seamless [15][19]. Group 2: AI in Work Environments - In professional settings, Teamily AI can assist in brainstorming sessions, project planning, and data analysis, significantly reducing communication overhead and improving collaboration efficiency [22][24]. - The AI agent can quickly analyze lengthy reports and provide structured insights, enhancing decision-making processes within teams [23][30]. - The platform's ability to manage multiple roles and tasks allows for a more organized workflow, addressing the complexities of team dynamics [42][44]. Group 3: Technical Framework and User Experience - Teamily AI eliminates the need for local deployment, allowing users to create personalized AI agents easily without technical barriers [31][33]. - The platform emphasizes privacy and user control, enabling individuals to manage permissions and data access for their AI agents [36][38]. - The underlying technology consists of a three-layer architecture that facilitates context management, user intent understanding, and task coordination among AI agents and human members [44]. Group 4: Future Implications - The integration of AI agents into social and work environments signifies a shift in human collaboration, where AI becomes an active participant rather than a passive tool [55][56]. - The potential for each individual to have a dedicated AI agent team suggests a future where AI is deeply embedded in daily social and professional interactions [55].