来源：环球网 【环球网科技综合报道】1月8日消息，据Applelnsider报道，The Browser Company首席执行官乔希·米勒 （Josh Miller）于近日在社交平台X及领英（LinkedIn）正式宣布，苹果Safari浏览器前首席设计师马尔 科·特里维里奥（Marco Triverio）已加盟该公司。 值得关注的是，The Browser Company此前已吸纳另一位苹果Safari前首席设计师查理·迪茨（Charlie Deets）。查理·迪茨于2024年4月从苹果离职，在苹果任职长达五年，同时拥有Meta首席产品设计师的 从业经历，备受用户熟知的"侧滑回复"交互手势便出自其手。此次马尔科·特里维里奥的加入，使得该 公司汇聚了覆盖"各个Safari发展阶段"的核心设计人才。查理·迪茨也通过领英表达了与老搭档再度合作 的期待，并在社交平台分享庆祝内容。 乔希·米勒在后续公开表态中明确了公司的发展战略，强调2025年将是发力关键期，致力于打造一支由 顶尖AI交互设计与产品研发人才组成的核心团队，将团队成员视为"兼具创造力与工匠精神的专业从业 者"。他表示，公司坚信浏览器将成为未来计算领域的 ...

在微软的 IE和谷歌的Chrome 统治市场的这十几年里，浏览器圈基本是一潭死水——无非就是换皮肤、 加插件，核心还是"标签页+搜索框"的老套路，背后靠广告变现的逻辑也从没变过。 业内普遍都觉得，这个赛道早就没了创业机会。 但生成式AI的爆发，直接给这个沉寂的赛道投了一颗炸雷。 硅谷明星初创公司The Browser Company果断放弃爆火的Arc浏览器，all in全新AI浏览器Dia；国内的夸 克更狠，直接绑定千问大模型变身"AI生产力中心"，用户量逆势暴涨。 这波AI浏览器热潮，到底是资本炒作的泡沫，还是下一个时代的流量入口？创业者还有机会分一杯羹 吗？ 今天就请跟着张栋伟，扒透这个赛道的底层逻辑。 核心变革：从"看网页"到"替你干活"，浏览器变智能助理了 传统浏览器本质就是个"信息窗口"——你得自己搜、自己找、自己筛选信息，遇到复杂任务就开十几个 标签页来回切换，累得不行。哪怕把页面交互做到极致，本质还是"换皮IE或者Chrome"，没跳出原有 框架。 而AI浏览器的核心野心，是把"窗口"变成"执行代理（Agent）"——简单说就是从"帮你找答案"变 成"直接帮你搞定事"。 在美国，已经开放全量使 ...

专注早期投资，欢迎投递商业计划书至 dream@zhenfund.com 以下文章来源于真格基金 ，作者与你同在的 真格基金 . 今早，Manus 突然发文称已经加入 Meta。"对我们而言，这不只是一条新闻，更是对 Manus 在通用 AI Agent 领域里工作的认可。" 根据《晚点 LatePost》报道，Meta 这次收购金额达数十亿美元，是 Meta 成立以来第三大收购，花费仅次于 WhatsApp 和 Scale AI。在 Meta 收购 前，Manus 正以 20 亿美元估值进行新一轮融资，而双方这次收购谈判前后用时仅十余天。 根据公开报道，2024 年初，字节跳动曾试图以 3000 万美元收购 Monica（公司前身） ，但被拒绝了，坚持保持独立。2024 年底，Monica 完成了一 轮融资，估值接近 1 亿美元。Manus 于 2025 年 3 月上线后，Butterfly Effect 在 2025 年 4 月完成了一轮由 Benchmark 领投的 7500 万美元融资，估 值约为 5 亿美元。随后，美国财政部对这笔投资是否符合 2023 年关于投资中国人工智能公司的限制规定进行了审查 ...

随着AI深度融入设计全流程，如何运用系统思维搭建设计系统、掌握AI时代必备的prompt设计技能、挖掘AI在创作中的多元价值，同时明确设计师核心 价值转向与AI浏览器的未来形态，成为行业关注的重要课题。 IXDC有幸采访到微软产品设计师韩鹭，她就建立设计系统的核心系统思维经验、设计师掌握prompt设计的契机、高质量UI prompt的设计原则、AI在创作 中的多元作用、AI时代设计师的核心价值转向、未来AI浏览器的发展形态，进行了深入的探讨和分享。 IXDC：建立Edge设计系统时，您获得的最重要的系统思维经验是什么？ 韩鹭：建立设计系统的核心系统思维，并非单纯搭建控件库，而是"以产品全局视角思考设计"。做独立功能或页面改版时，需兼顾产品整体步调与未来发 展方向，让设计不仅满足当下需求，还具备充足的迭代空间与灵活性。这种全局化思维能让每一次设计输出都与产品长期发展适配，避免碎片化设计带来 的内耗。 IXDC：是什么契机让您意识到设计师必须开始掌握prompt设计这项新技能？ 韩鹭：核心契机是AI的快速发展与全流程赋能——AI已能融入设计从构思到产出的每一个阶段，成为强大的合作伙伴。若拒绝运用AI能力，本质上 ...

从工具到智能体入口的变迁。 2025年，AI浏览器的元年似乎已经悄然到来。 因为承载着AI入口的期待，从海外到中国，多家科技公司都在试图重新定义这一老牌产品形态的未来 可能。 大模型公司OpenAI推出了内置其旗舰对话模型的浏览器ChatGPT Atlas，将"AI+浏览"做到深度融合；从 去年开始被频繁提及的AI搜索产品Perplexity AI的Comet，以及The Browser Company的Dia等，也相继适 配"agentic浏览器"模型，试图从根本上重塑用户上网习惯；与此同时，传统浏览器巨头亦不甘落后， Google Chrome正将其大模型Gemini深度集成到浏览与搜索流程，Microsoft Edge、Opera等也在加速AI 功能落地。 国内，围绕AI浏览器的竞争也在加速演进。阿里的夸克已以AI浏览器身份升级为通义千问在C端的主要 承载，试图以搜索+工具箱+AI助手的结合体构建统一入口；字节跳动则从AI应用与内容生态出发，让 豆包等产品逐步浏览器化，争夺年轻用户注意力；百度则持续强化AI搜索与服务能力，但在浏览器入 口层面的改造相对克制。 全球科技公司，在围绕"下一代入口"展开一场正 ...

Core Viewpoint - Alibaba's Qianwen App has entered public testing, and Quark App has integrated Qianwen's conversational capabilities, indicating a strategic collaboration between the two platforms [2] Group 1: Product Development - Quark App is positioned as an AI browser and will strategically collaborate with Qianwen App [2] - A significant upgrade for the Quark PC version is expected, introducing a new AI browser that will deeply integrate with Qianwen [2] Group 2: Technology and Performance - The Qwen model will provide foundational AI services for both Qianwen App and Quark [2] - Since its full open-source release in 2023, the Qwen model has surpassed Llama and Deepseek to become the most widely used open-source large model globally [2] - The global download count for the Qwen series models has exceeded 600 million [2]

Investment Rating - The industry investment rating is maintained at "Overweight" [1] Core Insights - The report highlights significant advancements in the AI and autonomous driving sectors, with companies like OpenAI and Xiaopeng Motors making notable progress in AI applications and Robotaxi models [3][5] - The continuous iteration of technology is identified as a key driver for the increased penetration of Robotaxi services, with improvements in algorithms, safety, and user experience expected to enhance adoption rates [5] Performance Overview - Over the past 12 months, the industry has shown a relative return of -0.79% compared to the CSI 300 index, with absolute returns of 15.48% [2] Key Developments - OpenAI has released several AI models and applications, including the AI browser and Sora 2 model, which have gained traction in the market [3] - Xiaopeng Motors plans to launch three L4-level Robotaxi models in 2026, equipped with advanced AI capabilities and safety features [5] - The seventh generation Robotaxi from Xiaoma Zhixing is set to begin operations in major cities, showcasing significant technological advancements and cost reductions [5] Investment Recommendations - The report suggests monitoring companies within the related supply chain, including Siwei Tuxin, Zhongke Chuangda, and Xiaoma Zhixing, as they are positioned to benefit from the growth in the autonomous driving sector [5]

Group 1: Company Performance and Financials - Wentech's semiconductor revenue from the Chinese market accounts for nearly half of its total revenue, indicating its role as a growth core [2][4] - Wentech reported Q3 revenue of 4.427 billion yuan, a year-on-year decline of 77.38%, while net profit was 1.04 billion yuan, a year-on-year increase of 279.29% [4] - For the first three quarters, Wentech's revenue was 29.769 billion yuan, down 44.00%, with net profit at 1.513 billion yuan, up 265.09% [4] - Intel reported revenue of $13.7 billion, a 3% year-on-year increase, exceeding Wall Street's expectation of $13.2 billion [16] Group 2: AI and Technology Developments - Tencent's R&D report reveals that over 90% of its engineers use AI programming assistant CodeBuddy, with 50% of new code generated by AI, enhancing overall R&D efficiency by over 20% [5] - Apple has begun shipping advanced AI servers from its new factory in Houston, Texas, aimed at supporting its latest AI functionalities [12] - OpenAI is actively developing AI music models in collaboration with a U.S. music academy, focusing on high-quality data for training [11] Group 3: Investments and Financing - SoftBank's board approved a $22.5 billion investment in OpenAI, which will support its R&D and commercialization efforts [10] - JBD completed over 1 billion yuan in B2 round financing, setting a record for single financing in the MicroLED micro-display sector [7] Group 4: Regulatory and Compliance Issues - The European Commission has preliminarily found that Meta violated the Digital Services Act by failing to provide effective reporting mechanisms for illegal content [13]

Core Insights - OpenAI has adopted a strategy similar to major internet companies, focusing on expanding its product lines while leveraging its distribution channel, ChatGPT, which has approximately 1 billion users [2][4][27] - The approach involves creating a strong core application to monopolize distribution, followed by rapid experimentation with various products to identify viable offerings [25][28][30] Product Line Overview - OpenAI is developing a diverse range of products, including: - Collaborative tools for real-time interaction among ChatGPT users [9] - New AI models combining traditional large language models with reasoning capabilities [10] - ChatGPT-agent for creating and editing spreadsheets and presentations [11] - An AI-integrated web browser (Atlas) [12] - AI programming assistant (A-SWE) that simulates advanced software engineering tasks [14] - Humanoid robots and AI-driven personal devices [15][16] - Social media features for sharing ChatGPT usage experiences [17] - Personalized shopping recommendations within ChatGPT [19] - Customized models for internal AI tools based on unique client data [20] - Music generation AI for creating music from scratch [21] - The foundational ChatGPT chatbot [22] Strategic Goals - The strategy aims to first monetize through direct revenue-generating products like the AI programming assistant and then create an immersive ecosystem to retain users [32][33] - Future aspirations include integrating AI into everyday life through robots and personal devices, expanding the influence of AI beyond the virtual realm [34] Innovation and Risk Management - OpenAI's approach minimizes innovation risks by allowing for product failures without jeopardizing the core user base [29] - This strategy reflects a shift in the competitive landscape of AI, moving towards ecosystem-based competition rather than isolated breakthroughs [36] Historical Context - The current strategy is influenced by CEO Sam Altman's previous experience at Y Combinator, where the focus was on rapid growth through diverse product offerings [39][40] - OpenAI has transitioned from a purely academic institution to an AI-driven internet company, balancing profit pursuits with its mission to ensure AGI benefits humanity [43][45]

Core Insights - SoftBank Group has approved a $22.5 billion investment in OpenAI, marking a significant financial commitment to the AI sector [1][3] - OpenAI is actively developing an AI music model, collaborating with a U.S. music academy for high-quality data annotation [1][3] Investment Details - The SoftBank board approved the $22.5 billion investment on the 25th, which is approximately 160 billion yuan [3] - This investment follows a previous $10 billion investment made by SoftBank in April, aimed at supporting OpenAI's R&D and commercialization efforts [3] - OpenAI is pursuing a $40 billion super financing plan in preparation for its eventual public listing, with SoftBank covering 75% of this funding round [3] AI Music Development - OpenAI is working on an AI music model, having previously launched music generation models that faced limitations in quality and legal risks [3] - The collaboration with a music academy focuses on annotating sheet music data to enhance the training of the new model [3] Broader AI Applications - OpenAI's generative AI technology spans multiple domains, including text and dialogue, image generation, and video generation [5] - Recently, OpenAI introduced its first AI browser, integrating ChatGPT throughout the browsing process [5]