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野田哲夫:AI大模型开闭源路线之争是伪命题,关键是……
Sou Hu Cai Jing· 2025-10-10 02:08
野田哲夫对话观察者网 【对话/观察者网 唐晓甫】 观察者网:对于非编程相关人员来说,一般会默认编程语言都是开源的,毕竟如果不开源,作为一种语言就不会有太多人使用。但是大家对语言开源的定义 似乎有一些不太一样。野田教授,您能否聊聊开源语言和闭源语言的区别?在Web1.0~2.0时代,从建立生态角度看,究竟是开源好还是闭源好?Ruby作为 一种开源语言,在之前几十年中又扮演了什么样的角色? AI时代,中美之间的开闭源路线之争正在日趋激烈。以DeepSeek和Qwen为代表的开源AI大模型正在创造新的生态和潮流,并引领中国科技走向世界。但是 也有不少人对开源模式心存疑虑,尤其是对开源软件的盈利模式产生质疑,怀疑选择开源路线究竟能在多大程度上带动地区经济发展,会不会为他人作嫁 衣? 对于这个问题,我们可以从邻国日本找到参考。早在上世纪末,日本著名软件专家松本行弘就开发了开源语言Ruby,随后岛根县松江市围绕Ruby这一开源 语言成功推动了地区IT产业,促进了相关产业发展。 近日,观察者网邀请到了岛根大学法文学院荣誉教授野田哲夫,请他基于自己的研究经验,谈一谈开源语言对于区域经济乃至软件生态层面的巨大影响。 野田哲夫: ...
The Big 3: MSFT, AVGO, META
Youtube· 2025-10-09 17:00
It's time for the big three. We've got three stocks, three charts, and three trades. Rick Dat will take us through the charts.And here to take you through the trades today is Jason Brown from the brownreport. com and the author of Five-year Millionaire. Jason, great to have you with us again. Rick, of course, always wonderful to have you in studio.Jason, can we just start with a big picture thought on the market and you know and how we've seen it perform so far this week. Yeah, good to see you guys. Uh big ...
AI大模型开闭源路线之争是伪命题,关键是……
Guan Cha Zhe Wang· 2025-10-09 05:17
Core Viewpoint - The competition between open-source and closed-source AI models is intensifying, with open-source models like DeepSeek and Qwen leading China's tech advancement globally. However, concerns about the profitability and economic impact of open-source models persist [1]. Group 1: Open Source vs Closed Source - Open-source software allows community participation beyond organizational boundaries, which is essential for sustainable development and ecological growth [4]. - The distinction between open-source and closed-source languages is significant, with open-source languages like Ruby fostering broader collaboration and innovation [6]. - The coexistence of open-source and closed-source models is expected, with both contributing to competitive software ecosystems [7]. Group 2: Economic Impact of Open Source - Japan's experience with Ruby demonstrates that open-source languages can empower smaller contractors to engage in larger projects, enhancing local economic development [10][11]. - The presence of Ruby's creator in Shimane Prefecture has been pivotal in establishing a local ecosystem that supports larger engineering projects [11]. - The development of a robust open-source community can help retain local talent and stimulate regional economic growth, as seen in Shimane [12]. Group 3: Lessons for China - China can learn from Japan's open-source initiatives to build a new regional economic engine, especially in light of the risks associated with reliance on closed-source AI models [13]. - The importance of open-source algorithms in AI development is emphasized, advocating for a competitive landscape that includes both open-source and closed-source options [13]. - Educational initiatives to promote understanding of open-source principles are crucial for fostering a skilled workforce capable of contributing to open-source projects [16]. Group 4: Challenges and Future of Programming Languages - The rise of AI in programming may lead to a divide between those who understand programming and those who rely solely on AI-generated code, potentially impacting the future of programming languages like Ruby [19][21]. - The need for education in programming remains critical, as reliance on AI could diminish human cognitive skills in understanding IT [21]. - The balance between efficiency gained through AI and the necessity for human understanding of programming concepts is a key consideration for the future [21].
Microsoft's Least Exciting Business Line Is Its Most Important, and Investors Shouldn't Overlook It
The Motley Fool· 2025-10-04 01:38
Core Insights - Microsoft is leveraging its legacy products, particularly Office 365, to generate stable revenue that funds its investments in artificial intelligence (AI) [1][2][6] - The company reported $54.9 billion in revenue from Office products for fiscal year 2024, accounting for 22% of total revenue, indicating strong performance and growth potential [3][7] - Microsoft is making significant investments in AI, with plans to allocate approximately $80 billion for AI-enabled data centers [9] Revenue Generation - Office 365 reached 400 million paid seats in January 2024, showcasing its widespread adoption and integration into professional environments [1] - The legacy suite of Microsoft 365 products continues to grow by double digits year over year, demonstrating resilience and ongoing demand [7] - Azure's income reached $75 billion, a 34% increase, highlighting the rapid growth of Microsoft's cloud services [10] Competitive Positioning - Microsoft is catching up in the generative AI space, having partnered with OpenAI and investing in Nvidia chips to enhance its capabilities [4][5] - The company's market cap is nearing $4 trillion, with significant growth potential if its AI initiatives succeed [11] - Microsoft remains a solid long-term investment due to its stable product lines and a quarterly dividend of $0.91 per share, despite a dividend yield under 1% [12] Future Outlook - The growth in legacy products supports Microsoft's capital-intensive investments in AI, reducing the risk compared to competitors heavily focused on AI alone [9][13] - Overall revenue increased by 18% from Q4 2024 to Q4 2025, indicating a positive trajectory for the company [13]
The Stock Market Is Historically Pricey: Here's 1 Reason Microsoft Is Still a No-Brainer Buy
Yahoo Finance· 2025-10-02 11:15
Key Points Shares of the tech behemoth are trading near their all-time high price. Other tech players' shares are also soaring because of enthusiasm about AI. But Microsoft's diversification on the whole keeps its business a bit more stable. 10 stocks we like better than Microsoft › The stock market has been on a bull run for close to two years, which is good news for investors. The "we should keep an eye on that" news is that it's now historically pricey, which leaves it more susceptible to a pu ...
Happy 40th birthday, Excel — CFOs reflect on its lasting role in finance
Yahoo Finance· 2025-09-30 11:00
“Excel has been foundational to the finance profession. Along with my old HP-12C calculator, it’s one of the tools that defined my early career.”That flexibility shaped how finance teams thought. Sharan recalled hosting “So What Meetings” — sessions held after weeks of model-building — to figure out what the numbers actually meant. “The challenge with Excel has always been that too much time is spent creating and formatting, and not enough time is spent on the ‘so what,’” he said.Nitesh Sharan , CFO of Soun ...
微软:在MICROSOFT365COPILOT中引入代理模式和Office Agent
Ge Long Hui A P P· 2025-09-29 13:59
格隆汇9月29日|微软:办公助手可根据Copilot聊天内容创建PowerPoint演示文稿和即用型Word文档。 Excel和Word中的智能助手模式可生成由人工智能创作的文档。在 MICROSOFT 365 COPILOT 中引入代 理模式和 Office Agent。 ...
Former Microsoft execs launch AI agents to end Excel-led finance
Yahoo Finance· 2025-09-29 11:00
Despite millions spent on financial software, many finance teams still rely on Excel to close their books and reconcile numbers while preparing them for audit. Two former Microsoft executives view it as a problem — and they have started Maximor to replace spreadsheets with AI agents for the grunt work finance teams perform. Excel spreadsheets are everywhere in finance. Even with dedicated ERP, CRM, and billing systems, many mid-sized companies and enterprises still export transactions into Excel for manu ...
用AI裁掉初级岗位,是在断送企业的未来
3 6 Ke· 2025-09-29 01:35
仅仅为削减成本就大幅裁减入门级岗位,这无论对公司还是社会而言,都是一种目光短浅且危险的行径。这些工作岗位不是需要消除的低效率 环节,而是对未来的领导力、创新、文化和社会本身的投资。随着人工智能改变工作方式,我们的任务不是减少人类的参与,而是要最大限度 地发挥人类的价值。这要从保护、重新设计入门级工作并恢复其尊严开始。 你可能已经听说过,甚至已经有所体会,人工智能正在重塑我们的工作方式。如果你是一名拥有足够声誉资本、地位和广泛社交网络的资深专业人士,那 么你可能相对不容易被人工智能取代——至少目前是这样。 然而,越来越多的证据表明,对于入门级工作来说情况并非如此。斯坦福大学的一项研究发现,近年来,在美国,软件开发和客户服务等最易受人工智能 影响领域的初入职场员工的就业率大幅下降。世界经济论坛的研究表明,50%到60%的典型初级任务(报告起草、研究综述、代码修复、日程安排、数据 清理)已经可以由人工智能完成。 组织为何应重新设计入门级工作 我们认为,仅仅为削减成本就大幅裁减入门级岗位,这无论对公司还是社会而言,都是一种目光短浅且危险的行径。有诸多充分理由表明,各类组织必须 抵御大规模裁撤入门级岗位的诱惑,相反,应 ...
X @Investopedia
Investopedia· 2025-09-23 15:00
Learn what present value (PV) and future value (FV) are and how to calculate present value in Excel given the future value, interest rate, and period. https://t.co/GKzzod8H5e ...