以下文章来源于日经中文网 ，作者日经中文网 日经中文网 . 编制日经指数的《日本经济新闻》的中文版。提供日本、中国、欧美财经金融信息、商务、企业、高科技报道、评论和专栏。 将在美国开幕的全球最大规模的科技展会"CES"将率先呈现2026年的科技趋势。对于科技行业，备受关注的是如何把生成式AI实际应用到终端和社会中。有望在 2026年问世的是面向"后智能手机"时代的新终端…… 来源｜ 日经中文网（ID：rijingzhongwenwang） 封面来源 ｜ 视觉中国 OpenAI提出"后智能手机"产品 有望在2026年问世的是面向"后智能手机"时代的新终端。美国OpenAI预告称，将在2026年内发布"AI终端"。估计将是一种没有显示屏、仅通过语音来操 作的小型终端。 自2007年美国苹果推出"iPhone"以来，已经过去约20年，智能手机已深度融入人们的生活。但设计iPhone的著名设计师乔尼·艾夫（Jony Ive）对由此催生 出智能手机依赖问题感到懊悔，并正在协助OpenAI开发新终端。 美国Meta正在开发搭载AI的眼镜型终端。其构想是用户可透过透明镜片观看现实世界，同时显示数字画面。2025年12月，M ...

作者 | 王启隆 出品丨AI 科技大本营（ID：rgznai100） 2026 年 1 月，硅谷的风有点冷。 65 岁的 Yann LeCun（杨立昆）离职 Meta 创业还没一个月，就炮轰起了他的老东家，和那位他看不起的小将 Alexandr Wang。 虽然 LeCun 离开的新闻已经有一段时间，但如果你从 2013 年就开始关注这家公司，关注这群人，你会明白，这事实际上宣告了一个时代的彻底终 结。那个大厂愿意花重金养着一群科学家，让他们在一个叫 FAIR（Facebook AI Research）的象牙塔里，不计成本、不问产出、只为探索"智能本 质"的时代， 结束了 。 取而代之的，是 Alexandr Wang 这种年轻狠角色的上位，是"暴力美学"，是"别跟我谈哲学，把算力堆上去"，是赤裸裸的商业变现。 回首 2025 年，咱们公众号的爆款文章就献给了 LeCun。当时他在英伟达 GTC 大会意气风发，怼天怼地： 杨立昆"砸场"英伟达：不太认同黄仁勋，目 前大模型的推理方式根本是错的，token 不是表示物理世界的正确方式｜GTC 2025 2026 年开篇，我们聊聊这个倔强的法国人，是怎么把 Met ...

自2007年美国苹果推出"iPhone"以来，已经过去约20年，智能手机已深度融入人们的生活。但设计 iPhone的著名设计师乔尼·艾夫（Jony Ive）对由此催生出智能手机依赖问题感到懊悔，并正在协助 OpenAI开发新终端。 Meta的新产品在右侧镜片部分搭载了透视型（See-Through）显示屏 将在美国开幕的全球最大规模的科技展会"CES"将率先呈现2026年的科技趋势。对于科技行业，备受关 注的是如何把生成式AI实际应用到终端和社会中。有望在2026年问世的是面向"后智能手机"时代的新终 端…… 在2026年的科技行业，备受关注的是如何把生成式AI（人工智能）实际应用到终端和社会中。美国时 间1月6日，全球最大规模的科技展会"CES"将在美国拉斯维加斯开幕。这一展会将率先呈现2026年的科 技趋势。对于生成式AI的开发，也存在对过度投资的担忧，2026年将是检验价值创造成果而不是单纯 炒作话题的一年。 （1）OpenAI提出"后智能手机"产品 有望在2026年问世的是面向"后智能手机"时代的新终端。美国OpenAI预告称，将在2026年内发布"AI终 端"。估计将是一种没有显示屏、仅通过语音来操 ...

导语：ChatGPT让Meta乱了阵脚。 金融时报ft访谈了杨立昆（ Yann LeCun） ： 2025年初的巴黎大皇宫，马克龙正在主办一场国际AI峰会。 会场外不远处的米其林星级餐厅Pavyllon里。 Yann LeCun坐在两棵塑料圣诞树之间，戴着标志性的黑色雷朋眼镜，看起来精神不错。 这位被称为现代AI"教父"之一的科学家，刚刚结束了在巴黎一周的密集行程。 过去这些天里，他不是在策划什么"世界统治"，用他自己的话说，是在推进"全球辅助"，或者叫"智能放大"。 毕竟，"统治"这个词放在AI语境下，听起来确实有点吓人。 一条新闻打乱的节奏 上次公开露面时，LeCun还是Meta的首席AI科学家，正在展示他对超级智能机器的最新构想。 现在，他准备离开这家工作了十多年的公司，为一家新创公司融资，要把那个构想真正做出来。 英国《金融时报》抢先报道了他的离职消息。 "这基本上逼着我们把时间表往前赶了，" LeCun说。 消息出来后，马克龙给他发了WhatsApp。 虽然LeCun不愿透露总统说了什么，但能看出来，对方挺高兴这家新的"全球性"公司会跟法国保持紧密关系。 LeCun不会去当新公司的CEO，而是做执行 ...

Core Viewpoint - The article discusses the recent breakthrough by DeepSeek in AI architecture with the introduction of the mHC (manifold-constrained hyperconnection) framework, which enhances efficiency and performance in AI models while using fewer resources compared to traditional methods [2][18]. Group 1: Technical Insights - The mHC framework represents a significant innovation in AI architecture, allowing for more efficient information flow in models [2][14]. - DeepSeek's approach contrasts with traditional methods by implementing a multi-lane highway model for information processing, which requires strict traffic rules to prevent chaos in data flow [14][15]. - The new architecture has shown to improve performance significantly with only a 7% increase in training time on a model with 27 billion parameters [16]. Group 2: Market Implications - Internationally, DeepSeek's innovative approach poses a challenge to major players like OpenAI and Google, who rely on brute force methods of increasing computational power and data [19][20]. - Domestically, competitors such as Kimi and Doubao face pressure as DeepSeek's architectural innovations set a new standard for AI development, shifting investor focus towards companies with genuine technological advantages [23][27]. - The article highlights a shift in valuation logic for AI companies, emphasizing the importance of foundational technological innovation over user numbers or funding [27]. Group 3: Strategic Considerations - DeepSeek's focus on foundational architecture may be seen as a strategic choice, prioritizing core capabilities before expanding into multimodal applications [28]. - The article suggests that while DeepSeek has a narrower focus compared to competitors, this could lead to a stronger long-term competitive advantage [28]. Group 4: Lessons for Individuals - The article emphasizes the importance of specialization and efficiency over scale, suggesting that success in AI and other fields comes from deep focus and innovative problem-solving [31][32]. - It also points out that foundational skills and capabilities are crucial for long-term success, akin to DeepSeek's focus on improving basic model architecture [34].

Core Insights - Meta has acquired Manus for $2 billion, coinciding with Manus's valuation during its fundraising efforts [1][16] - The acquisition process was completed in just over 10 days, highlighting the urgency and strategic importance of the deal [3][18] - Manus reported an annual recurring revenue (ARR) of over $100 million within 8 months of its establishment, indicating rapid growth [3][19] Acquisition Details - The acquisition was driven by Meta CEO Mark Zuckerberg, who, along with other executives, are noted users of Manus's products [3][19] - Manus's team of approximately 100 will be integrated into Meta's superintelligent lab in Singapore, with founder Xiao Hong becoming a VP reporting to COO Javier Olivan [3][20] - There is uncertainty regarding whether Manus will continue using third-party models like Anthropic's Claude and Alibaba's Qwen or switch to Meta's Llama model post-acquisition [4][5][20] Strategic Implications - This acquisition allows Meta to enter the business-to-business (B2B) market, addressing a significant gap in its AI revenue sources [6][20] - Unlike competitors like Microsoft, Google, and Amazon, which monetize AI through cloud services and direct product sales, Meta has lacked direct AI revenue streams [7][20] - The acquisition is seen as a strategic move to bolster Meta's AI capabilities, especially after a significant drop in stock value following announcements of increased AI capital expenditures [8][22] Market Reaction - Following the acquisition announcement, Meta's stock rose by 1.10%, recovering to pre-drop levels, indicating positive market sentiment [10][22] - Analysts have pointed out that Meta's lack of direct AI revenue has been a critical issue, contrasting it with Amazon's ability to convert AI investments into revenue through AWS [10][22] Future Considerations - The success of the acquisition will depend on the integration process and the ability to monetize Manus's offerings effectively [13][25] - Meta's previous attempts to penetrate the enterprise market, such as the Workplace app, have not been successful, raising questions about the potential for Manus to thrive in this space [14][26] - Manus's existing revenue structure is primarily consumer-focused, which may pose challenges in transitioning to a B2B model [28]

Core Viewpoint - Meta's acquisition of Manus for $2 billion highlights its strategic move to enhance its AI capabilities and enter the enterprise market, addressing a significant gap in direct AI revenue sources [1][9][15]. Group 1: Acquisition Details - The acquisition price of $2 billion aligns with Manus's valuation during its fundraising efforts [2]. - The negotiation process was completed in just over 10 days, with Manus reporting an annual recurring revenue (ARR) of over $100 million shortly before negotiations began [5]. - Following the acquisition, Manus's team will integrate into Meta's Singapore division, with its founder taking on the role of Vice President at Meta [6]. Group 2: Strategic Implications - This acquisition allows Meta to pivot towards a business-to-business (B2B) model, which it has struggled to establish in the past [9][23]. - Meta's lack of direct AI revenue has been a critical weakness, especially compared to competitors like Microsoft and Amazon, which have successfully monetized their AI investments [10][11][15]. - The acquisition provides Meta with a mature AI subscription business, potentially enhancing its revenue streams [19]. Group 3: Market Response and Future Outlook - The market reacted positively to the acquisition news, with Meta's stock rising by 1.10% on the announcement day [19]. - The success of this acquisition will depend on the integration process and the ability to monetize Manus's offerings effectively [22]. - There are uncertainties regarding whether Manus will continue using third-party models or transition to Meta's own Llama model post-acquisition [8].

Kenzie Sagalos has more in today's tech check. Hi Mac. Hey Contessa.So Meta entered 2025 as an AI winner, but as the year wraps, the company's direction has started to look less coherent and very expensive. Insiders and industry experts telling my colleague Jonathan Vanian, the strategy has become scattershot, feeding the perception that Meta has fallen further behind rivals whose models are rapidly gaining adoption. CEO Mark Zuckerberg opened the year predicting Llama would become the most advanced model i ...

Meta Platforms ( NASDAQ:META ) has gone all-in on artificial intelligence (AI), releasing open-source models like Llama, building massive data centers, and integrating AI features across Facebook, Instagram, WhatsApp, and other products. ...

Key Points These AI stocks are the cheapest of the Magnificent Seven tech stocks. These players are well-established market giants, and the AI boom could offer them a new wave of growth in the coming years. 10 stocks we like better than Meta Platforms › With the S&P 500 heading for a double-digit annual gain, the current bull market isn't over. In fact, this fall, it entered its third year, and history suggests the momentum could keep on going, as past bull markets that have made it this far have g ...