当人工智能的浪潮席卷全球，北京正以科技创新之姿，成为AI大模型领域的战略高地。从智源研究院的"悟道"大模型问世，到"天使投资人"模式孵化原创成 果，再到月之暗面、智谱AI等人工智能独角兽崛起，这座城市不仅汇聚了前沿技术，更以开放生态孕育突破性成果。 如今，北京正积极打造"全球开源之都"，一大批研发机构、企业积极拥抱开源，而开源也已深入到汽车、机器人等众多行业。发展AI将是一场科技长征，在 北京市科委、中关村管委会的支持下，新京报AI研究院推出"AI浪潮录"系列专栏，深度访谈此次AI浪潮的亲历者与见证人，讲述AI竞争新格局与背后的故 事。 开栏语 启明创投主管合伙人周志峰。受访者供图 在人工智能的浪潮中，如果说科学家是探路者，创业者是弄潮儿，那么独具慧眼的投资人，则是在迷雾中识别航向、为未来灯塔提供燃料的关键角色。 在这一点上，启明创投主管合伙人周志峰始终置身于技术变革的最前沿：启明创投2014年即投资了当时AI四小龙之一的旷视科技，2021年开始前瞻性地布 局大模型，成为"基模五强"中两家创业公司（智谱AI、阶跃星辰）的早期投资人。 周志峰毕业于计算机专业，在21世纪初期外企黄金时代，曾在惠普全球体系中接受过 ...

Core Insights - Beijing is emerging as a strategic hub in the AI large model sector, driven by technological innovation and a supportive ecosystem for breakthroughs [1] - The role of angel investors is crucial in the AI industry, providing essential support to startups and helping them take their first steps [4] - The AI large model wave has gained momentum globally since 2023, with early investments in generative models proving to be prescient [5][6] Group 1: AI Development and Investment Trends - The AI large model trend is characterized by a shift from previous waves focused on computer vision and autonomous driving to the current emphasis on AI agents and embodied intelligence [5][6] - Investors are increasingly favoring experienced founders with strong academic and research backgrounds, as seen in the case of companies like DeepMind and the Tsinghua NLP team [12][16] - The emergence of open-source models like Llama has accelerated competition among AI companies, allowing them to shorten development timelines [13] Group 2: Investment Strategies and Market Dynamics - Angel investors are focusing on a select number of projects, often operating in a "water under the bridge" manner, avoiding fully marketized projects [14][15] - The investment landscape is divided between long-term oriented funds that prioritize innovation and those focused on immediate revenue generation [21][22] - The success of companies like DeepSeek highlights the challenges faced by startups in competing with established giants, as the consensus around large models has solidified post-ChatGPT [26][27] Group 3: Entrepreneurial Characteristics and Market Challenges - Current AI entrepreneurs are predominantly scientists or technical experts, forming a close-knit community that is easier to identify and engage with [18][19] - The academic foundation of AI startups is critical, as many successful ventures are built on decades of research and development from their respective institutions [16][20] - The market is witnessing a shift where the ability to innovate is becoming more important than merely having financial resources, as the previous model of "buying capability" is no longer sustainable [27][28]

Group 1 - Beijing is becoming a strategic high ground in the AI large model field, with significant advancements in technology and a thriving ecosystem for innovation [1][4] - The emergence of AI unicorns like DeepSeek and the development of the "Wudao" model signify China's growing capabilities in AI, aiming to compete with the US by 2025 [4][5] - The AI landscape in China is rapidly evolving, with numerous "little dragons" and "little tigers" emerging, indicating a flourishing environment for AI startups [5][6] Group 2 - The development of AI models has shifted from "large model refining" to "refining large models," with DeepSeek's success serving as a strong signal of China's position in the global AI arena [5][20] - The establishment of the Zhiyuan Research Institute has played a crucial role in fostering AI talent and innovation, acting as a "angel investor" for top scholars in the field [11][22] - The AI industry is witnessing a trend towards more efficient and capable models, with a focus on achieving higher model density and performance [20][21] Group 3 - The journey towards Artificial General Intelligence (AGI) is seen as a long-term goal for AI entrepreneurs, requiring strategic planning and patience [17][19] - The local processing capabilities of edge models provide advantages in data protection and user privacy, making them appealing in various applications [19][20] - The success of DeepSeek highlights the importance of combining financial resources with visionary leadership in the AI startup ecosystem [21][22]