Core Insights - DeepSeek's user engagement has significantly declined, with usage rates dropping from a peak of 7.5% at the beginning of the year to 3% currently [2] - The anticipated launch of the new model, DeepSeek-R2, has been delayed multiple times, contributing to the decrease in user interest and engagement [2] - Competitors like ChatGPT and Google Gemini have seen substantial growth in website traffic, with increases of 40.6% and 85.8% respectively during the same period [3] Usage Statistics - DeepSeek's usage rate fell from 7.5% in early January to 3% now, indicating a significant drop in user engagement [2] - The usage rate of DeepSeek R1 also halved from 7% in February to 3% by the end of April [2] - The share of token traffic hosted on third-party platforms dropped from 42% in March to 16% in May [2] Model Development and Competition - The delay in the release of DeepSeek-R2 is attributed to the CEO's dissatisfaction with the model's performance, leading to ongoing internal enhancements [2] - The shortage of NVIDIA H20 chips has impacted both the release of the new model and the deployment of existing models [2] - Despite DeepSeek's challenges, competitors are actively innovating and gaining market share [3] Data Limitations - There are concerns regarding the limitations of the data from Semianalysis and Poe, particularly in relation to the Chinese market and the scope of their coverage [3] - Poe's usage data is based solely on its subscribers and does not account for third-party integrations with DeepSeek, such as Tencent and Baidu [3]

Summary of the Indian AI Startup Ecosystem Industry Overview - The report focuses on the Indian AI startup ecosystem, highlighting the rapid growth and potential of AI technologies in various sectors such as investment management, research, logistics, and media [1][2][5]. Key Insights - **Startup Growth**: Approximately 4,500 AI startups exist in India, with 40% founded in the last three years. The combined funding for the analyzed startups is around $3.5 billion, with over 80% having raised at least $1 million [2][5][10]. - **Diverse Applications**: The AI landscape in India features a wide range of applications, with 27 distinct streams identified. Process automation is the most common use case, followed by content generation and data analytics [3][21][27]. - **Innovation vs. Customization**: A critical question raised is whether Indian AI startups are genuinely innovative or merely customizing existing solutions. This distinction is vital for identifying future industry leaders [7][20]. Notable Startups - The report highlights several promising startups across various sectors, including healthcare, advertising, logistics, finance, and content generation. These startups are expected to experience significant growth in the coming years [4][35]. - Examples include: - **Qure AI**: Focuses on medical imaging and diagnostics [35]. - **Shipsy**: An AI-powered logistics platform [35]. - **Wokelo**: Provides generative AI for investment research [35]. - **Kroop Ai**: Develops solutions for deepfake detection [35]. Funding Landscape - The funding environment for AI startups in India is robust, with 81% of the analyzed startups having raised over $1 million and 40% securing more than $5 million [14][10]. - The majority of startups are in the early or growth stages, indicating a healthy pipeline for future development [11][14]. Challenges and Opportunities - **Market Positioning**: Despite being a hub for tech talent, India lacks major product-based tech companies, primarily hosting IT services firms. The emergence of AI startups presents an opportunity to shift this narrative [6][31]. - **Global Relevance**: The report emphasizes the potential for Indian AI startups to achieve global relevance, with many already serving international clients [1][5]. Conclusion - The Indian AI startup ecosystem is vibrant and diverse, with significant funding and a wide array of applications. While challenges remain in terms of innovation and market positioning, the potential for growth and global impact is substantial [31][34].

本文来自：肖小跑，头图来自：AI生成 最近学到了一个新知识点：AI圈这两年发明的神奇收购方式——"闪电购"（Blitzhire Acquisition）(或称为"acqui-hire"，雇购？）。Windsurf、Character.AI、 Inflection这些AI明星公司，都没走传统并购路线，而是采用了一种新结构：大公司把目标公司的员工和技术"搬"过来，但被收购的公司还继续存在。 Why？当然是因为：着急！ 在AI这个光速发展的行业，延迟是致命的。美国1976年通过《哈特-斯科特-罗迪诺反垄断法》（HSR），设立收购前等待期；如今超过1.26亿美元的收购必 须提前通知，等审查，一年起步。 所以"闪电购"不是传统收购（买完就关门），而是让被收购公司"装作"还活着。 这让"一秒就是一年"的AI行业如何能等？这里的一年就是一辈子，黄花菜都凉透了。所以聪明的律师们想出了"闪电收购"：看起来不是收购的收购。 具体操作： 第一步：搞定投资人 第三步：搞定留守员工 第四步：分钱 1. 交税（大头） 2. 分给投资人（通过分红或回购股份） 这样做有什么问题？ • 要交两次税：公司所得税+投资人分配税 • 不能收购所有员 ...

投稿或寻求报道 | zhanghy@csdn.net 你以为做 AI 是在"教机器人做人"？现在看起来，可能更像是在"教员工变机器人"。 最近，埃隆·马斯克旗下的 AI 初创公司 xAI，因「管得太宽」又陷入了一场风波——他们要求员工在自己的私人电脑上安装一款能截图、能追踪鼠标键盘 的"高强度监控软件" Hubstaff，并强调：这是强制性的（潜台词：不装就别干了）。 于是，原本忙着训练聊天机器人 Grok 的 xAI 员工们，突然发现自己也成了"被观察对象"。Slack 群里瞬间炸锅，有人质疑公司管太宽，有人怒斥这是"披 着效率外衣的监控"，更有员工因此宣布辞职。 从一封内部信开始：xAI 要求员工在私人电脑上安装监控软件 本月初，xAI 的 HR 团队通知旗下负责训练 Grok 聊天机器人的一批"AI 教学员（Tutors）"，要求其中尚未配发公司设备、只能用个人电脑办公的员工， 必须在 7 月 11 日前在其个人电脑上安装 Hubstaff 监控软件。 通知中写明，员工需授予 Hubstaff 屏幕截图权限，并明确指出「软件安装是强制性的」。 根据 Hubstaff 官网显示，这款软件能够记录员工在电脑 ...

7月14日，人工智能初创公司Cognition AI表示，已签署最终协议，收购AI编程初创公司Windsurf。 Cognition AI称，此次收购涵盖Windsurf的知识产权、产品、商标、品牌及成熟业务。(智通财经) ...

Group 1 - The core viewpoint of the article highlights significant advancements in artificial intelligence and biotechnology, showcasing the integration of AI in various sectors such as drug development and education [1][2][3][4] Group 2 - The PROTEUS system developed by the University of Sydney represents a breakthrough in biotechnology, capable of creating new functional molecules in weeks, potentially revolutionizing drug development and personalized medicine [1] - The release of the AI STR series safety testing standards by the World Digital Academy addresses the industry gap in safety testing for AI agents, involving collaboration from multiple global institutions [2] - A joint agreement among ten leading AI companies emphasizes the importance of responsible AI in education, aiming to prevent the spread of misinformation and promote a healthy educational environment [3] - The open-source release of RoboBrain 2.0 and RoboOS 2.0 by the Zhiyuan Research Institute enhances accessibility to advanced AI frameworks and models, fostering innovation in the AI field [4]

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技 术、新观点、新风向。 编者按：随着用户对AI情感依赖加深，OpenAI政策负责人坦言：需要优先研究AI对人类心理健康的影 响，警惕人机关系误区，并阐释了OpenAI是如何在设计中平衡温度与无生命的本质。文章来自编译。 我在OpenAI负责模型行为与政策制定。 太长不看版：我们开发模型的首要原则是服务人类。随着越来越多的人对AI产生情感依赖，我们把研 究这种联结对人们心理健康的影响放在优先的位置。 最近越来越多人反馈，和ChatGPT对话就像是在与"真人"聊天。他们会道谢、倾诉心事，甚至有人形容 它"有生命"。随着AI对话能力日益自然，应用场景不断扩展，我们推测这种情感联结将日益加深。 当前对人机关系定义和讨论的方式将奠定基调。如果在产品设计或公共讨论中忽视术语精确性与个中的 细微差异，可能让人们与AI的关系走入误区。 这些已经不是理论探讨，无论对我们还是整个领域都至关重要——处理方式将实质影响到AI在人类生 活中的角色定位。我们已就此展开探索。 本文试图阐释当前对三个互相交织在一起的议题的思考：人类为何会对AI产生情感依附？如何 ...

来源：环球时报 "大而美"法案已经被签署成法，其中一个变化尤其值得关注。在总统特朗普签署之前，美国参议院以99 票赞成、1票反对的压倒性优势，将"在未来十年禁止各州对AI实施监管"的条款从"大而美"法案中移 除。这给我们观察美国AI治理的未来路径提供了一个重要的切入点。 应当看到，虽然美国迄今尚无针对人工智能监管的联邦法律，但已有部分州出台或即将通过人工智能监 管的专门法规。例如纽约州自2021年起要求雇主需对用于招聘决策的人工智能工具展开偏见审查；加利 福尼亚州在2023年立法要求医疗机构披露使用生成式人工智能向患者提供信息的情况；同是加州，即将 于2026年生效的法律要求人工智能开发者公开模型训练数据来源等。 州级人工智能监管暂停条款的去留历经反转，生动地反映了如今美国社会面对人工智能的快速发展所持 有的多样见解与多重关切。一方面，有观点主张引入暂停条款，认为暂停执行纷繁复杂且可能彼此冲突 的人工智能监管州级法律有助于联邦政府及各部门有效用好人工智能并实现系统的现代化。例如共和党 议员特德·克鲁兹在此前参议院举办的关于"赢得人工智能竞赛"听证会上强烈抨击前总统乔·拜登关于人 工智能的行政命令，认为它"激发 ...

Increasing investments in the AI and Tech market were a dominant theme on Wall Street last year, and the momentum shows no signs of slowing in 2025. This sustained momentum presents a compelling opportunity for investors, as ongoing initiatives and innovation continue to drive growth in the U.S. AI and technology market.Nvidia (NVDA) shares surged on Wednesday, briefly pushing its market cap above $4 trillion for the first time. This underscored growing investor and market enthusiasm surrounding the AI sect ...

"AI被污染"的阴影随着它与各个领域的融合，正在快速蔓延，也给人们提出一系列思考：自动驾驶汽车 若被恶意数据误导，可能给行人和乘客带来安全隐患；医疗诊断AI若依赖带有偏见的数据训练，可能 会对某些群体给出错误治疗方案；生成式艺术工具若"学习"了未经授权的版权作品，其产出便游走在侵 权的灰色地带。可以说，数据污染具有传染性，一旦注入系统，便可能以指数级速度污染AI的判断与 创造。 对此，以更快的发展解决发展中的问题，成为务实之选。强化数据清洗过滤、建立实时监测反馈机制、 实施更严密的伦理审查——这些技术升级如同为AI构筑"数字免疫系统"，有助于把不良信息屏蔽掉。 埃隆·马斯克旗下AI聊天机器人Grok，近日因发表美化希特勒等极端言论引发舆论哗然。 据《纽约时报》报道，7月8日，Grok参考马斯克掌管的社交媒体平台X用户发布的内容，生成一系 列"反犹主义"言论，声称犹太姓氏的人更容易在网上传播仇恨言论；用与二战期间纳粹大规模屠杀犹太 人相关的言论回应对白人的仇恨言论是"有效的"，等等。 "我们为许多人经历的（Grok的）可怕行为深表歉意。"该机器人的研发方——人工智能公司xAI随后致 歉，称是系统更新误用了"废弃 ...