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：Web3远非只是加密货币与头像，它关乎更本质的问题：谁是你数字生活的主人？从被动的"平台租客"转向拥有"数字产权"的业主，正在 成为新的分野。Web3的核心是数字所有权和治理权，这不仅是技术概念，更是重塑每个人线上生存方式的关键。本文带你穿透术语，理解这场 从"拥有什么"到"如何拥有"的深刻变革。 文章来自编译。 图片由Gemini生成 坦白说，外界对 Web3 的解释常常让人望而却步。各种"去中心化""区块链"等技术术语堆在一起，很难读懂，也容易让人觉得那是技术圈的事 情，与自己无关。 可这正是误解的来源。Web3 并不等于比特币价格，也不是那些币种的卡通头像，而是回到更基础的议题，即所有权本身。 回想你每天的数字生活。你发的照片、好友列表、点赞记录究竟属于谁？谁真正掌控你的线上身份？答案并不复杂，掌控权在平台手中。 Facebook 订规则，Google 决定你看到的信息，TikTok 的算法决定什么流行。我们像住在平台提供的数字公寓里，以注意力付"房租"，却不拥有其 中任何部分。 一句常被忽略的 ...

有媒体报道，腾讯近期完成了一次组织调整，正式新成立AI Infra部、AI Data部、数据计算平台部。 姚顺雨毕业于国内顶尖的清华"姚班"计算机科学精英班，后在美国普林斯顿大学获得计算机科学博士学位，并在机器学习与大规模语言模型研究领域积 累深厚科研成果。他曾担任OpenAI研究员，参与智能体（Agent）与大规模AI系统设计的前沿工作。这样的学术与工程交融背景，是其被腾讯重用的关 键原因。 题外话，据传当年清华同一届有三位同学都叫"姚顺雨/宇"！2019年他们一起毕业：一个是本文所指的主角，清华姚班的AI大神，本科rap社创始人，后 来普林斯顿博士毕业进OpenAI搞大模型，最近去了腾讯；一个是物理天才，本科拿特奖在顶刊发论文，后来跑去Stanford念PhD，又加入Anthropic搞 AI，刚离职加入 Google；还有一个是人文学院的才女，双学位加身。 腾讯今日对外确认，姚顺雨（Vinces Yao）已正式出任腾讯"CEO/总裁办公室"首席AI科学家，直接向腾讯总裁刘炽平汇报。在此角色之外，他兼任腾讯 AI基础设施（AI Infra）与大语言模型部负责人，并在大模型组织架构调整中承担核心职责。此任命 ...

Key Points Nvidia's growth is expected to be rapid in 2026. Alphabet could see its valuation increase and strong growth continue to cross the $5 trillion mark. 10 stocks we like better than Nvidia › Currently, there are no stocks with a $5 trillion market cap or greater. Nvidia (NASDAQ: NVDA) is valued at $4.3 trillion, and was recently valued at over $5 trillion before pulling back. Following up Nvidia are Apple at $4 trillion, Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) at $3.7 trillion, and Microsof ...

Core Insights - The rise of AI search engines like ChatGPT is fundamentally changing the rules of SEO, with traditional search engine traffic expected to decline by over 25% by 2026, while AI-generated search adoption is projected to exceed 50% [1][11] - Generative Engine Optimization (GEO) focuses on optimizing content for AI-generated answers rather than traditional keyword rankings, emphasizing metrics like AI citation rate and answer positioning [2][11] Industry Overview - The shift from traditional SEO to GEO is driven by the increasing user preference for direct answers from AI rather than traditional search results [1][11] - Companies must adapt their content strategies to ensure visibility in AI-generated responses, which requires a new approach to content creation and optimization [11] GEO Tools Evaluation - **Youcai Cloud Content Factory**: Rated 5 stars, it integrates content production, optimization, and monitoring, providing a comprehensive GEO solution [5][6] - **Zhikan Analysis Platform**: Rated 4 stars, it excels in monitoring and analysis, offering detailed insights into brand exposure and sentiment analysis [7] - **Huiliu Assistant**: Rated 3 stars, it serves as a lightweight tool for basic monitoring but lacks depth in competitive analysis [8][9] - **Yunce Insight**: Rated 2 stars, it is still in early development, offering basic GEO monitoring but lacking stability and comprehensive insights [10] Future Outlook - The increasing user base of AI dialogue products indicates a significant shift in how users access information, making GEO a necessary strategy for businesses [11] - Companies must produce authoritative and clear content that directly addresses user queries to become reliable sources in AI-generated answers [11]

Google's YouTube said on Wednesday that the annual Oscar awards will stream exclusively on the platform for free globally and on YouTube TV in the U.S from 2029. ...

以下文章来源于MaxAIBox ，作者Max MaxAIBox . MaxAIBox.com 汇集优秀 AI 工具，探索 AI 无限可能 9 月传闻炸圈：上亿年薪？OpenAI 大神要入腾讯混元？ 2025 年 9 月上旬，AI 圈被一条传闻搅得沸沸扬扬： OpenAI 前核心研究员姚顺雨要跳槽腾讯，加盟混 元大模型团队，甚至有消息称其年薪高达上亿元 。 要知道，今年 27 岁的姚顺雨已是业内顶流——清华姚班出身、普林斯顿博士，刚从 OpenAI 离职，还深 度参与过今年推出的 Operator、Deep Research 等核心智能体产品研发，更是《麻省理工科技评 论》"35 岁以下科技创新 35 人"中国区最年轻入选者。 这样的"天才选手"要加入腾讯，自然引发全网热议。但没过多久，腾讯官方公众号"鹅厂黑板报"就出面辟 谣，明确表示"上亿薪资入职"传闻不实，给这波热度泼了盆冷水。 12 月官宣落地：不止入职，更是架构升级的核心棋子 和他入职同步的，还有腾讯大模型研发架构的重大调整——新成立 AI Infra 部、AI Data 部、数据计算平 台部三大部门，形成"研发—数据—平台"的闭环"铁三角"，而姚顺雨 ...

Core Insights - Tencent has established a consensus internally that it must possess self-developed model capabilities that cannot lag behind [4] - The company has recently undergone organizational adjustments, creating new departments focused on AI infrastructure, data, and model development [4][6] - Tencent is aggressively recruiting top AI talent, offering salaries up to double the market rate to attract professionals from competitors like ByteDance [8][9] Organizational Changes - Tencent has formed the AI Infra Department, AI Data Department, and Data Computing Platform Department to enhance its AI capabilities [4][6] - Vinces Yao has been appointed as the Chief AI Scientist and will oversee the AI Infra and large language model departments [4][6] - The restructuring aims to unify the model development efforts across various internal teams, enhancing collaboration and efficiency [5] Talent Acquisition - Tencent is actively targeting ByteDance's AI team, offering significantly higher salaries to attract top talent [8][9] - The company is not only focusing on fresh graduates but also on experienced professionals globally, indicating a strong urgency to build its AI capabilities [9] - The recruitment strategy has already yielded results, with new hires contributing to the development of Tencent's large model initiatives [9] Model Development and Performance - Tencent has released a new large model, HY 2.0, which shows significant improvements in pre-training data and reinforcement learning strategies [10] - The company plans to launch over 30 new models in 2025, with its 3D model already ranking among the global leaders [10] - The urgency to enhance model capabilities is driven by the competitive landscape, where model performance is critical for product success [19] Competitive Landscape - The AI application market in China is primarily focused on chatbot technologies, with model capabilities determining product potential [19] - Competitors like ByteDance and Alibaba are also making significant advancements, with ByteDance launching new products that enhance their market position [21][22] - Tencent faces unique challenges in integrating AI capabilities into its existing applications without compromising user experience or compliance [23] Future Directions - The next competitive focus is on developing AI agents, with Tencent planning to integrate such capabilities into WeChat [18][23] - Despite having a strong user base, Tencent must navigate the complexities of embedding AI into its established platforms while maintaining privacy and compliance [23] - The company acknowledges that the AI market is still in its early stages, indicating a cautious yet strategic approach to future developments [23]

GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance by -3.7% so far this year. The year’s market rally was primarily led by AI, crypto, and speculation. In addition, you can check the fund’s top 5 holdings to dete ...

Core Insights - Platinum International Technology Fund reported a 6% increase in Q3 2025, primarily due to strong performance from AI-oriented holdings [1] - The fund allocates approximately 30% of its investments in AI infrastructure stocks, positioning itself to benefit from significant investments in AI development [1] Company Performance - Alphabet Inc. (NASDAQ:GOOG) achieved a one-month return of 5.03% and a remarkable 61.84% increase over the past 52 weeks, closing at $307.73 per share with a market capitalization of $3.715 billion on December 16, 2025 [2] - In Q3 2025, Alphabet Inc. reached its first-ever $100 billion in revenue, indicating strong financial performance [4] Market Position and Trends - Despite Alphabet Inc. maintaining the largest share in the search engine market, its share of total search queries has fallen below 70%, attributed to increased user engagement with OpenAI and the rise of generative AI content [3] - Alphabet Inc. ranks 7th among the 30 Most Popular Stocks Among Hedge Funds, with 186 hedge fund portfolios holding its stock at the end of Q3 2025, up from 178 in the previous quarter [4] Investment Outlook - While Alphabet Inc. is recognized for its potential as an investment, the company believes that certain AI stocks may offer greater upside potential and lower downside risk [4]

Core Insights - Google-parent Alphabet (GOOGL) has shown strong performance in 2025, with stock surging 69% and reaching an all-time high of 328.83 on Nov. 25, 2025, amid a focus on artificial intelligence [1][3] - Alphabet's valuation now exceeds $3.8 trillion, making it one of the top companies in the AI sector, alongside Nvidia and Apple [3] - The company is leveraging its AI capabilities across various sectors, including search, advertising, cloud computing, and self-driving technology [4][10] Financial Performance - Google reported Q3 earnings that exceeded expectations, with cloud-computing revenue climbing 33.5% to $15.16 billion, surpassing estimates of $14.70 billion [9][10] - The order backlog for Google Cloud increased by 82% year-over-year to $155 billion, indicating strong demand for its services [10] - Capital spending for 2025 has been increased by 8% to $92 billion, primarily directed towards AI cloud infrastructure [9] AI Developments - Google has introduced its latest AI system, Gemini 3, which enhances capabilities in coding, searching, and image creation, positioning it against competitors like OpenAI's GPT-5 [7][8] - AI Overviews have been deployed in the U.S., attracting over 1.5 billion monthly active users, which may impact Google's search ad revenue growth [6] Competitive Landscape - Despite competition from OpenAI's ChatGPT and other emerging platforms, Google maintains a dominant position, powering 90% of global internet searches [2][5] - The introduction of AI Overviews and the Gemini app aims to retain users and enhance engagement within Google's ecosystem [6][8] Strategic Moves - Berkshire Hathaway has disclosed a new position in Alphabet valued at approximately $4.3 billion, indicating confidence from major investors [5] - Waymo, Alphabet's self-driving unit, is expanding its services to new cities and integrating with public transit networks, which could enhance its market presence [14][15] Market Position - GOOGL stock holds a Relative Strength Rating of 95 and an Accumulation/Distribution Rating of A-plus, reflecting strong institutional buying [16][17] - The stock's IBD Composite Rating stands at 99, indicating exceptional strength in both fundamental and technical metrics [17]