由 Benchmark 刚离职的合伙人 Victor Lazarte 主导投资的 AI Infra 产品 Decart，最近又官宣完成了 1 亿美金的 B 轮融资，使得其估值在不到 2 年时间达 到了 31 亿美金。 此次融资除了新加入的 Aleph VC 外，其它都是之前的投资人，包括 Sequoia、Benchmark 和 Zeev Ventures，相当于 11 个月时间融了 3 轮，上一轮 Benchmark 领投 2500 万美金时其估值才 5 亿美金《 智能戒指 Oura 融资 2 亿估值 52 亿美金，又一 AI 2 个月 5 亿美金了 》，相当于 半年多时间估值 涨了 6 倍 。 如我 之前介绍 ，Decart 由以色列情报单位 8200 部队的退伍军人 Dean Leitersdorf 和 Moshe Shalev 等联合创立， 当时它推出了一个叫 Oasis 的实时生 成式 AI 开放世界视频游戏模型，宣称自己是第一个实时生成的 AI 开放世界模型。 现在，其核心产品又多了一个 Mirage，加上 Oasis，这两款产品共同构建了一个实时生成式 AI 的新世界，将 AI 的边界从静态图像和 ...

Core Perspective - The article contrasts traditional high-budget AAA games with a new genre of AI-driven text adventure games, suggesting that the latter may better represent the future of the gaming industry [1][3][17]. Group 1: Game Mechanics and Structure - The game "Tower-Crawl" is a web-based text adventure where players create characters and interact through text input, with AI generating responses and narrative developments [4][8][10]. - Unlike traditional games with pre-set scripts, "Tower-Crawl" allows for unique gameplay experiences with each session, as AI generates different outcomes based on player input [13][20]. - The game operates on a model where players pay for input actions, creating a simple monetization strategy compared to traditional game sales [22][25]. Group 2: Industry Trends and Implications - The rise of AI-driven games like "Tower-Crawl" signifies a shift in game development, reducing the need for extensive pre-written content and allowing for rapid creation of diverse gaming experiences [25][29]. - The low development costs associated with AI text adventures make them accessible for independent developers, leading to a surge in the number of such games [26][31]. - The gaming industry is on the brink of an AI revolution, with major companies exploring AI to enhance game development processes and create more interactive experiences [40][44]. Group 3: Future of Gaming - The demand for greater player freedom and creativity is driving the evolution of gaming, with AI poised to fulfill these desires by generating expansive and personalized game worlds [36][48]. - As AI technology improves, it is expected to address current limitations in game continuity and consistency, potentially transforming the landscape of game development [46][50]. - The future may see a shift from traditional game purchases to a model where players buy AI processing power to create their own gaming experiences, leading to a more stratified gaming environment based on financial investment [50][51].

Group 1 - Google, Nvidia, and seven other institutions have launched the world's first AI-native UGC game engine, Mirage, which can generate game content in real-time through natural language commands [1] - Mirage supports a smooth experience at 16 FPS, allowing for 5-10 minutes of continuous gameplay, with graphics quality comparable to GTA and Forza [1] - The core technology is based on a "world model" created using Transformer and diffusion models, trained on extensive gaming data to enable dynamic interaction and real-time control [1] Group 2 - Zhiyuan Research Institute has released OmniGen2, a unified image generation model that supports text-to-image, image editing, and theme-driven image generation [2] - The model introduces an innovative image generation reflection mechanism, significantly enhancing context understanding, instruction adherence, and image generation quality [2] - OmniGen2 has an open research experience version, with model weights, training code, and training data fully open-sourced, achieving over 2000 stars on GitHub within a week [2] Group 3 - Google has announced the free provision of the Gemini AI tool suite to global educators, deeply integrated into Google Classroom and ChromeOS [3] - Gemini in Classroom includes over 30 AI tools that can automatically generate lesson plans, classroom activities, and quiz questions, saving teachers preparation time [3] - New AI tools like NotebookLM and Gems, along with data analysis features, aim to create personalized learning experiences and data-driven teaching [3] Group 4 - Xingliu Agent is a multifunctional AI creation platform that can complete various creative tasks such as batch emoji generation, brand VI design, video generation, and 3D modeling through natural language commands [4][5] - Key features include high-quality content generation in bulk, Kontext intelligent image editing, and full media workflow support, establishing a new design paradigm of "Vibe designing" [5] - The platform offers free experience credits and supports diverse creative outputs, shifting the designer's role from "mastering technology" to "understanding needs and expressing creativity" [5] Group 5 - Tencent Yuanbao has introduced a new feature that supports AI-based image and video content search, allowing intelligent matching of content without restrictions on model usage [6] - The results can intelligently reference related video tutorials, facilitating a combination of text and video explanations, with one-click access to watch the videos [6] - Users can continue to ask follow-up questions after receiving initial answers, enhancing the interactive experience [6] Group 6 - The Xie Saineng team has released the Blender Fusion framework, enabling precise control of 3D scenes without relying on text prompts [7] - The core technology involves a three-step process: separating objects and scenes using the SAM model, editing in Blender, and generating high-quality composite images with a diffusion model [7] - The system employs a dual-stream diffusion synthesizer to enhance generalization and realism through techniques like source occlusion and simulated object jitter [7] Group 7 - xAI is set to release the new Grok 4 series, including the flagship Grok 4 and the specialized programming model Grok 4 Code, with a launch expected after the U.S. National Day [8] - Grok 4 features a context window of 130,000 tokens, supports function calls, structured outputs, and reasoning capabilities, but currently lacks visual and image generation functions [8] - Elon Musk aims for Grok 4 to rewrite the human knowledge base, filling in missing information and correcting errors, while Grok 4 Code will serve as a professional programming assistant [8] Group 8 - The U.S. Department of Commerce has lifted temporary bans on the three major EDA companies, Siemens, Synopsys, and Cadence, allowing full access to their software and technology for Chinese customers [11] - Previously, a sudden export restriction led to a significant drop in stock prices, with Synopsys predicting a 28% year-on-year decline in revenue from the China region [11] - The domestic EDA industry faces challenges regarding maturity and market share, as chip design companies prefer using more mature foreign products to ensure successful tape-out [11] Group 9 - The World Economic Forum's "2025 Global Future of Jobs Report" indicates that AI and machine learning specialists will be the fastest-growing occupations, with an expected growth of 86% in job numbers [12] - AI is set to reshape the global labor market, with data analytics, cybersecurity, and technical literacy emerging as the three fastest-growing skills, while traditional roles like data entry clerks and administrative assistants face declining demand [12] - Approximately 39% of employees' skills are expected to change significantly between 2025 and 2030, yet only 50% of employees have received systematic training, with 63% of employers viewing skill gaps as the biggest obstacle to business transformation [12]

Core Viewpoint - The article discusses the launch of "Mirage," the world's first AI-native game engine driven by real-time world models, which allows users to create and experience game worlds dynamically and interactively [2][16]. Group 1: Product Features - Mirage is designed for building dynamic, interactive, and continuously evolving gaming experiences, enabling players to generate and modify entire game worlds in real-time using natural language, keyboard, or controllers [3][4]. - The engine has released two playable game demos: "Urban Chaos" (GTA-style) and "Coastal Drift" (extreme racing style), showcasing its capabilities [5][6]. - All scenes in Mirage are generated dynamically in real-time, rather than being pre-scripted, creating an interactive and evolving simulation world [6][18]. - Players can use natural language commands to reshape the environment, triggering immediate world updates, which allows for a unique gaming experience every time [19][26]. Group 2: Technological Innovations - Mirage utilizes a large-scale autoregressive diffusion model based on Transformer architecture, enabling the generation of controllable, high-fidelity video game sequences [21][28]. - The system integrates frame-level prompt processing, allowing for real-time interaction where player commands are interpreted instantly during gameplay [25]. - The engine supports cloud gaming, enabling users to play anytime and anywhere without the need for downloads, and it features low-latency processing for player inputs [26][27]. Group 3: Market Position and Future Outlook - Compared to other recent AI gaming projects like Google's AI Doom/Genie and Microsoft's AI version of "Quake II," Mirage offers significant advantages such as real-time user-generated content creation, cinematic-quality visuals, and extended interactive experiences [13][14]. - The development team believes that continuous breakthroughs in real-time generation technology will reshape the future landscape of the gaming industry [16][34]. - The team behind Mirage consists of experienced professionals from major tech companies and universities, emphasizing a strong foundation in AI research and game design [32][33].