▲ 戳蓝 色字关注我们！ 技术本身没有善恶，关键在于使用它的人。——史蒂夫·乔布斯 前一天冯骥还在微博狂赞Seedance是"地表最强"，第二天就发《黑神话：钟馗》预告，然后马上降温说"看个乐就行，别太严肃，差不多得 了"——这24小时到底发生了什么？ 我跟你讲，这里面藏着游戏行业最大的秘密，也藏着普通人看不到的赚钱机会。 这个降温速度啊，比我妈看到我玩游戏的态度转变还快。前一天吹AI吹上天，后一天让大家别深究，这事儿我越想越有意思。 大家好，我是杜雨！带你看懂AI赛道的钱和事儿！ 24小时，从狂吹到降温 2月9号，《黑神话：悟空》制作人冯骥发了条超长微博，夸字节的Seedance 2.0夸到什么程度呢？"当前地表最强的文章生成模型，没有之 一"、"AIGC的童年时代结束了"、"很庆幸这项技术来自中国"。你品品这措辞，比官方通稿还官方。 结果第二天，2月10号，游戏科学直接发了《黑神话：钟馗》6分钟实机预告。网友们一看这画面质量，第一反应全是——"卧槽，这是AI跑出来 的吧？" 冯骥估计也怕大家过度解读影响团队过年，立马发微博："看个乐就行，别太严肃，差不多得了。" 不喊AI口号，却把AI用得最狠 正好，我前 ...

Core Insights - The article discusses the evolution of AI-generated content, highlighting the transition from static content production to interactive experiences with the introduction of Loopit, which allows users to create dynamic, interactive environments rather than just viewing content [2][5][13]. Group 1: Evolution of AI Content Generation - In 2024, Sora demonstrated that AI could generate realistic worlds, but it remained limited to linear narratives [2]. - Loopit, set to launch before the 2026 Spring Festival, represents a significant advancement by enabling the creation of interactive scenes that respond to user input, moving beyond simple content generation [2][5]. - This shift allows users to become "lightweight developers," defining behavior logic with simple commands, thus changing the relationship between content and users [5][11]. Group 2: Interactive Generation and User Engagement - Loopit introduces a new content form where interaction is central, allowing users to influence and evolve the experience through their actions [14][20]. - The platform's design emphasizes immediate feedback, enhancing user engagement by providing a sense of control and agency over the created environment [15][17]. - This interactive model contrasts with traditional content consumption, where users were passive recipients, thus redefining the creator-user dynamic [14][20]. Group 3: Overcoming the "Impossible Triangle" - The article identifies a structural dilemma in interactive content creation, termed the "impossible triangle," which struggles to balance high freedom, high quality, and low barriers to entry [21]. - Loopit addresses this challenge by simplifying the creation process, allowing users to generate interactive scenes with minimal input, thus broadening creative possibilities [21][24]. - Advances in technology, such as cloud rendering and lightweight engines, enable high-quality visuals on mobile devices, further enhancing user experience [21]. Group 4: Future of Content and Experience - The future landscape suggests a shift from traditional content consumption to immersive experiences, where users actively participate in creating narratives [24]. - Loopit symbolizes a transition from static content to interactive systems, positioning users as "Prompt Engineers" who shape their experiences [24]. - This evolution indicates a potential decline in the relevance of traditional content formats, emphasizing the importance of user interaction and experience over passive consumption [24].

2026 年初，"OpenClaw"现象级爆发。当所有人都在讨论 Mac Mini 的二手价格暴涨时，知名技术博 主 Reorx 发布了一篇长文，详细记录了他利用 OpenClaw 将自己的工作流从"云端租赁"彻底迁移 回"本地私有"的全过程。 作者揭示了一个正在发生的趋势： AI 正在从一个昂贵的、按次收费的云端服务，变成像电力和自来 水一样，流淌在我们本地硬件里的基础设施。 以下是 Reorx 博文的核心内容编译。 编译 | 王启隆 出品丨AI 科技大本营（ID：rgznai100） 如果你现在去 eBay 上看，会发现 Mac Mini M4 的价格曲线像比特币一样疯狂。为什么？因为对于 OpenClaw 玩家来说，这是目前 能效比（Tokens per Watt） 最高的"肉身容器"。 原文 | reorx.com/blog/openclaw-is-changing-my-life/ 一、 一张 300 美元的 SaaS 账单，和一次彻底的"数字搬家" 故事的起点很俗套：钱。 上个月，我（Reorx）在整理财务报表时，被一张 300 美元/月 的软件订阅账单刺痛了。ChatGPT Plus、Midjo ...

本文来自微信公众号： 考拉Clara ，作者：考拉Clara，原文标题：《知识变便宜了，差距却更大了：AI时代真 正值钱的3种能力》，头图来自：AI生成 一、我在想一个问题：我们还需 要学习吗？ 作为90后，我的很多同龄人可能早已成为父母。 不知道你是否也有过这样的时刻——甚至是在某个深夜，望着孩子熟睡的脸，心里忽然掠过一阵隐隐的不安： 孩子在书桌前埋头苦背单词、刷题、记忆那些艰深的古文注释。 以下文章来源于考拉Clara ，作者考拉Clara 考拉Clara . 十年互联网产品人｜虎嗅作者｜喜欢原创 ，有关 | 情感 | 成长 | 职场 | 商业 | 的内容分享，一个务实的理想主义 者，欢迎和我做朋友，也欢迎参观朋友圈（更多真实/有趣/思考），个人v号：zhjclara。 那一刻的焦虑无比真实： 不是担心孩子不够用功，而是害怕他们努力的方向，也许正在失效。 我们这一代人受的教育，大多是"填鸭式学习"，拼命往脑子里塞满知识，总以为将来用得上。 但现在，AI就像一座"随时可取的超级知识仓库"，里面应有尽有。 我们还需要鼓励孩子继续做那只辛苦囤知识的鸭子吗？ 我越来越相信：学习本身不会消失，但"旧模式的学习"一定 ...

Core Insights - The AIGC (Artificial Intelligence Generated Content) industry is experiencing explosive growth in China, with revenue expected to rise from approximately 440 million yuan in 2020 to 544.55 billion yuan by 2032, positioning China as a potential global leader in this market [1][10]. Group 1: AIGC Industry Overview - AIGC is defined as a new content production method utilizing AI technology to automatically generate content, categorized as a type of content from the producer's perspective [2]. - The core infrastructure of the AI industry consists of computing power, algorithms, and data, which are essential for the innovation and development of the AIGC sector [2]. Group 2: AIGC Industry Advantages - AIGC significantly reduces costs and increases efficiency by automating repetitive content production tasks, thus shortening the overall content creation cycle and lowering labor and time costs [3][4]. - The technology enables multi-modal creation, allowing for cross-media conversion of different content forms, enhancing creativity and broadening the scope of content presentation [3][4]. - AIGC offers high customization accuracy, deeply analyzing user inputs to generate tailored content that meets diverse user needs [4]. Group 3: AIGC Industry Policies - Since 2023, China has been establishing a multi-layered policy framework for AIGC, progressing from basic regulations to comprehensive empowerment and safety governance [5]. - Policies encourage innovation in AIGC technology across various fields, aiming to create a robust application ecosystem [5]. Group 4: AIGC Industry Chain - The upstream of the AIGC industry includes data collection, cleaning, and labeling, which provide high-quality data support for AI model training [7]. - The downstream involves various applications that utilize AI models to solve specific problems, including the development and operation of applications that automatically generate images, text, and music [7]. Group 5: AIGC Industry Development Status - Since 2023, advancements in large model capabilities and decreasing operational costs have accelerated the development of AIGC, with commercial products like ChatGPT and Midjourney emerging [8][9]. - The global AIGC market is projected to grow from approximately $2.3 billion in 2020 to about $19.5 billion by 2024, with a compound annual growth rate of 70.6% [9]. Group 6: AIGC User Growth - The user base for AIGC in China is expected to reach 515 million by June 2025, driven by the expansion of application scenarios and increased product usability [11][12]. - The demographic profile shows that young and middle-aged groups constitute the majority of users, reflecting the adoption patterns of emerging internet technologies [12]. Group 7: AIGC Competitive Landscape - Major international players in the AIGC space include OpenAI, Microsoft, Google, and Meta, while Chinese companies like Baidu, Alibaba, and Tencent are also significant competitors [13][14]. - The competition is shifting from technical parameter comparisons to the ability to implement and commercialize solutions across various scenarios [14]. Group 8: AIGC Industry Development Trends - AIGC technology is evolving towards systematic upgrades, with multi-modal integration breaking down barriers between different types of data [17]. - The industry is moving towards deeper penetration into vertical sectors, creating tailored solutions that meet specific needs [17].

Core Viewpoint - Tencent's "Yuanbao" is launching a new AI social feature called "Yuanbao Pai" during the Spring Festival, aiming to enhance user engagement by distributing 1 billion yuan in cash red envelopes, reminiscent of the 2015 WeChat red envelope boom [5][6]. Group 1: Product Features and Functionality - "Yuanbao Pai" is currently in internal testing, resembling a "WeChat group" with a limit of 100 participants, requiring a "Pai number" for creation [5]. - The feature integrates Tencent Meeting and Yuanbao AI, allowing users to interact through "@Yuanbao" commands, share screens, and upload files [5][6]. - The potential increase in AI token usage within "Yuanbao Pai" could differentiate it from existing Tencent products like "WeChat" and "Tencent Meeting" [6]. Group 2: Market Context and Competition - Tencent's response to competition from ByteDance and Alibaba in the AI application space is critical, as both companies are aggressively investing in their AI products [6]. - The emergence of "Yuanbao Pai" is seen as a strategic move to enhance the Yuanbao app's activity levels, especially as Tencent has been perceived as lagging in AI application entry points [6]. Group 3: Comparative Analysis with Discord - Discord serves as a reference point for "Yuanbao Pai," having transitioned from a gaming-focused platform to a broader social interaction space, with a reported valuation of approximately $15 billion and a user base projected to reach 200 million by early 2025 [7]. - Discord's success in creating intimate, private spaces for users contrasts with the more public nature of platforms like WeChat, suggesting a potential pathway for "Yuanbao Pai" to foster closer user relationships [10][20]. - The focus on user control and customization in Discord's design philosophy may inform how "Yuanbao Pai" evolves, particularly in enhancing user experience through AI interactions [11][12].

（来源：劳动报） 转自：劳动报 "过去十几年，我们做的都是'人+工具'的模式。AI来了之后，我在想，创新能不能来自于'操作工具的人'也发生改 变？"在模速空间的一人工位上，王喆向记者分享了他创业生涯的最新思考，这位拥有哥伦比亚大学硕士背景、曾任 特赞联合创始人的连续创业者，如今的身份是美国Sitesfy AI的创始人。 "以前，超级创业始终面临两座大山，一个是沟通成本，另一个是学习成本。"禺海数字科技创始人黄沙自2014年在纽 约创业以来，长期聚焦跨界设计，历经十余载，他带领的这支团队仍保持着5人的精干编制。但不同的是，AI时代， 这5个人的能量相当于大厂中的一个独立部门。 AI浪潮下，OPC（一人公司）与SE（超级创业者）两种新型创业形态悄然崛起。有人像王喆一样，以AI为"数字员 工"搭建一人企业；有人如黄沙般，用AI赋能精干团队实现"一人顶百"。他们的实践，正揭开AI如何重构创业生产力 的面纱。 AI为创意插上翅膀 超级工具赋能精锐团队 在上海的禺海数字科技办公室，创始人黄沙对AI的运用，像是一位指挥官为精锐部队配发了最先进的武器。 "以前，我们这样的超级团队面临两座大山：沟通成本和学习成本。"黄沙告诉记 ...

Core Insights - The article emphasizes the importance of correctly identifying competitors before conducting detailed analysis, as selecting the wrong competitors can render the entire report useless [1][2]. Group 1: Definition and Classification of Competitors - Competitors are defined as products that can divert user attention, time, or budget, not just those that offer similar products [2]. - Three categories of competitors are identified: direct competitors, indirect competitors, and potential competitors [2]. Group 2: Direct Competitors - Direct competitors are characterized by operating in the same market, targeting the same user base, and offering similar core functionalities, leading users to choose between them [3][4]. - An example provided is the competition between Doubao and Kimi, both AI dialogue assistants targeting C-end users [4][5]. Group 3: Indirect Competitors - Indirect competitors address similar problems but differ in product form, core functionality, or usage scenarios, potentially diverting users in specific contexts [6][7]. - Midjourney is cited as an indirect competitor to AI dialogue products, as it serves the broader need for AI-assisted creation but through different means [8][9]. Group 4: Potential Competitors - Potential competitors currently differ significantly in product form and functionality but may compete for the same user resources in the future [10]. - Douyin is mentioned as a potential competitor due to its large user base and capability to introduce AI features, which could disrupt the market [11][12]. Group 5: Analysis Directions - When selecting competitors, companies should consider the analysis direction, which can include business strategy, specific functionalities, and user overlap [13]. - Business direction focuses on the competitor's commercial logic and revenue models, while functional direction examines specific features and technical paths [14][15]. - User direction analyzes user overlap and migration costs, which can inform operational strategies [16][17]. Group 6: Sources for Finding Competitors - Companies can identify competitors through various channels, including app stores, industry reports, social media, and direct user feedback [18][19][20][21][22]. - App stores provide a direct source for similar products, while industry reports offer insights into market dynamics and player rankings [19][20]. Group 7: Practical Example - A practical example is provided for selecting competitors for the Deep Research feature, categorizing them into direct, indirect, and potential competitors based on their functionalities and market positioning [23][24]. Group 8: Summary Principle - The core principle for selecting competitors is to first understand who is competing for the same users, which informs the focus of the analysis [25].

Core Insights - The article discusses the evolution of AI and its implications for both consumers and businesses, emphasizing the gap between AI capabilities and user proficiency, referred to as the "ability gap" [6][12][14]. Group 1: AI Development and Adoption - Elon Musk predicts 2026 as the "singularity year," suggesting that AI will surpass human capabilities in various fields, including medicine [1]. - The concept of "Vibe Coding" has emerged, allowing programmers to code based on intuition rather than strict syntax, indicating a shift in programming paradigms [2][5]. - Despite advancements, many users still struggle to utilize AI tools effectively, likening the situation to giving a Ferrari to someone still learning to drive [6][12]. Group 2: Business Implications - Sarah Friar highlights the need for AI to transition from a question-answering tool to a task executor, bridging the ability gap for consumers and businesses [12][13]. - Companies are increasingly adopting AI, with 90% indicating they are using or planning to use OpenAI's technology within the next year [35]. - The productivity of companies using AI is rising, with examples of firms replacing multiple employees with AI-driven systems, showcasing significant efficiency gains [26][30]. Group 3: Financial and Strategic Considerations - OpenAI's investment in computing power is closely tied to revenue growth, with projections showing a strong correlation between computing capacity and annual recurring revenue (ARR) [21][22]. - The demand for computing power is described as nearly unlimited, with current limitations primarily due to availability rather than market need [23][24]. - The article emphasizes the importance of API call volume as a measure of real demand for AI, contrasting it with stock price fluctuations that do not reflect underlying value [24][25]. Group 4: Future Outlook - The article suggests that the next decade will see a significant increase in AI adoption, with only a small percentage of users currently leveraging its full capabilities [14][28]. - There is a prediction of a deflationary economy driven by AI, where costs for labor and expert services could approach zero, leading to a fundamental shift in societal structures [40].

Core Viewpoint - The article discusses the challenges Adobe faces due to the rise of AI tools that democratize design, potentially undermining its traditional business model and user base [3][5][18] Group 1: Market Performance - Adobe's stock price has dropped over 45% from the end of 2023, contrasting sharply with the Nasdaq 100 index, which has risen over 50% in the same period [3] - Analysts from Goldman Sachs express concerns that AI is limiting growth among Adobe's core professional user base, indicating a structural headwind for years to come [3] Group 2: Competitive Landscape - The emergence of AI-native tools like OpenAI's Sora and Midjourney is attracting casual users who prefer simplicity over traditional software complexity [8] - Traditional competitors like Canva and Figma are enhancing their offerings with AI features, posing a significant threat to Adobe's market position [8][10] Group 3: Business Model Challenges - Adobe's integration of AI into its products has led to a paradox where increased efficiency may reduce the need for multiple software licenses, threatening its subscription-based revenue model [13][15] - The traditional value of "skill scarcity" that Adobe relied on for success is being eroded by AI, which makes powerful tools more accessible [15][18] Group 4: Future Outlook - Despite the challenges, some analysts remain optimistic about Adobe's brand loyalty and the costs associated with switching for enterprise customers [16] - The management expresses hope for AI-driven growth, but skepticism is growing regarding a potential systemic re-evaluation of traditional software business values due to technological advancements [18]