Workflow
O1模型
icon
Search documents
启明创投周志峰:2025年会是AI应用全面落地的大年
投中网· 2025-04-22 06:15
将投中网设为"星标⭐",第一时间收获最新推送 2025年会是AI应用全面落地的大年。 整理丨 喜乐 来源丨 投中网 投 AI ,是创投行业的一个共识。启明创投作为过去十几件里中国最活跃的机构之一,对投资 AI 俨然有自己的理解。 启明创投作为过去十几年里中国人工智能领域最活跃的投资机构之一,自 2013 年就把 AI 作为一个聚焦领域进行投资。我们累计已在 80 多个 AI 项 目上投资了 100 亿元人民币,其中 20 余个已成长为上市公司或独角兽企业,包括全球首家人形机器人上市公司优必选、全球首家通用自动驾驶和首 家 Robotaxi 上市公司文远知行等。 2025 年会是 AI 应用全面落地的大年 近两年人工智能市场最热闹的是大模型领域,我们已投资了 14 家大语言模型、多模态模型、具身智能模型或端到端智驾模型的领军企业,这个数量在 亚洲位居前列。 同时我们协助管理着规模达 100 亿元的北京市人工智能产业投资基金。这些都是 " 触点 " ,为我们判断 AI 行业的发展脉络提供了更 多的数据,能够更好地训练我们的投资思维模型。 过去几年,启明创投一直把 AI 的投资分成三个层次: 1 )基础设施层( E ...
中泰资管天团 | 王路遥:投研人员的DeepSeek打开方式
中泰证券资管· 2025-03-06 08:58
Core Viewpoint - DeepSeek-R1 has achieved performance comparable to OpenAI's O1 model, indicating significant advancements in AI capabilities and its integration into everyday life, with over 1.1 billion app downloads and nearly 97 million weekly active users [1][6]. Group 1: Problem-Solving Approach - The initial step in problem-solving is redefining complex issues into clear, actionable sub-questions, which can be facilitated by DeepSeek's ability to break down problems into manageable parts [2][3]. - DeepSeek can help users generate a structured thought process, allowing for a more systematic approach to tackling complex problems, thus bridging the gap between broad questions and specific solutions [2][3]. Group 2: Question Formulation - Effective questioning is crucial; narrow and specific questions yield better responses from AI models. For instance, asking "What are the energy bureau's generator assembly targets?" is more effective than asking about broader industry trends [3][4]. - Users can leverage DeepSeek's contextual understanding to refine questions further, enhancing the depth of inquiry and leading to more insightful answers [3][4]. Group 3: AI as an Assistant - DeepSeek should be viewed as an assistant rather than a definitive source of truth, as it may generate inaccurate or misleading information, a phenomenon referred to as "hallucination" [4][5]. - The hallucination rate for DeepSeek-R1 is reported at 14.3%, highlighting the importance of verifying information and using the model for brainstorming and idea generation rather than for precise answers [5][6]. Group 4: Implications for Work and Life - The increasing integration of AI into daily tasks suggests that repetitive jobs will be increasingly automated, necessitating a shift towards independent thinking and judgment in professional settings [6][7]. - The ability to think critically and independently will become a key differentiator between human capabilities and AI, emphasizing the need for professionals to adapt to this evolving landscape [6][7].