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大神Karpathy都投的AI实时视频生成模型:直播都能立即转,无限时长几乎零延迟
量子位· 2025-07-19 05:15
闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 大神Karpathy都忍不住投资的AI初创,带来首个实时扩散视频生成! 用扫帚当麦克风,用盒子当混音台,无需昂贵设备就能开一场沉浸式直播。 喜欢游戏类型但不喜欢游戏的画面?简单,实时给它改个风格是不是就舒服多了~ 以上,就是AI初创公司Decart的最新 视频模型 MirageLSD 的演示效果,这是首个实现 零延迟无限实时视频生成 的AI模型。 只要你有想象力,Mirage就能实时生成视频流,为你打造专属的魔法世界~ 输入支持直播、游戏、视频通话、相机拍摄、点播等多种形式,可以说是能转尽转了。 主要是Mirage和其他等待时间很久但只能生成5-10秒视频的模型不一样,它 没有时长限制,延迟还降到了40毫秒 以下,说是零延迟也不为 过吧。 响应速度比之前的模型 快16倍 ,实现了 每秒24帧 的实时视频生成,还允许在视频生成过程中进行持续的提示、转换和编辑。 做到了"你随时想,我随时转"! 于是,AI大神 卡帕西 也出来力挺:实时! 同时他还透露自己也是Decart的天使投资人(非常小)。 在视频生成过程中,由于自回归模型每一帧都依赖于前一帧,一个位置偏移 ...
ICCV2025 | One image is all you need,多模态指令数据合成,你只管给图,剩下的交给Oasis
机器之心· 2025-07-18 03:14
Core Viewpoint - The article discusses a novel multimodal instruction data synthesis method called Oasis, which eliminates the need for complex prompt design by relying solely on images for data generation, thereby enhancing efficiency and quality in data synthesis [1][6]. Research Motivation - The traditional multimodal data synthesis methods face issues such as lack of diversity, insufficient quality, and high reliance on manual input, which Oasis aims to address [7][8]. Method Introduction - Oasis operates through three main steps: constructing a hooking prompt for autoregressive sampling, classifying the sampling results to retain instruction-type outputs, and conducting quality control and response generation [11][12]. Data Characteristics Analysis - The Oasis dataset, Oasis-500k, was synthesized from approximately 500,000 images, demonstrating scalability as data volume increases linearly with the number of images [21][22]. - The average instruction length for Oasis data is 76.80, while the average response length is 71.16, indicating richer information content compared to LLaVA-NeXT [24]. - The language diversity in Oasis data includes English (78.52%), Chinese (18.66%), and several other languages, showcasing its broad applicability [27]. Experimental Results - Oasis shows significant performance improvements over baseline models, with average accuracy increases of 3.1% for Vicuna1.5, 1.8% for Qwen2.5, and 3.2% for Llama3 [38]. - The addition of 500k Oasis data resulted in an average score increase of 5.2%, confirming the effectiveness of data scaling [41]. Effectiveness of Oasis - Oasis demonstrates strong capabilities in synthesizing domain-specific data, particularly in OCR tasks, leading to notable performance enhancements in relevant benchmarks [43]. Quality Control Mechanism - The quality control mechanism for instructions is essential, as it significantly improves model performance, with a noted increase of over 7% in specific tasks [50].
J&J(JNJ) - 2025 Q2 - Earnings Call Transcript
2025-07-16 13:30
Johnson & Johnson (JNJ) Q2 2025 Earnings Call July 16, 2025 08:30 AM ET Speaker0 Good morning, and welcome to Johnson and Johnson's Second Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode until the question and answer session of the conference. This call is being recorded. If anyone has any objections, you may disconnect at this time. I will now turn the conference call over to Johnson and Johnson. You may begin. Speaker1 Hello, everyone. This is Darren Sne ...
cbdMD Expands Oasis Social Tonics to Total Wine
Newsfile· 2025-06-24 11:00
Company Overview - cbdMD, Inc. is a leading and trusted brand in the wellness and cannabinoid industry, recognized for its comprehensive line of U.S. produced, THC-free CBD products and Delta 9 products [6] - The company has launched its Herbal Oasis Social Tonics, a premium line of hemp-derived THC seltzers, which debuted in late 2024 [1][5] Product Launch and Expansion - The Herbal Oasis Social Tonics are now available at select Total Wine locations in Charlotte and surrounding areas, marking a significant retail debut [1] - The company aims to expand the availability of Oasis Social Tonics throughout North Carolina, indicating a commitment to growth in the region [2] Product Features - Herbal Oasis Social Tonics are designed for mindful socialization, combining hemp-derived THC and CBG with nootropic mushrooms and adaptogens, offering an alternative to traditional alcoholic beverages [3] - The tonics are available in four flavors: Berry Fusion, Lemon Lift, Mango Bliss, and Tropical Twist, and are low-calorie, infused with L-theanine and B12 [3] Strategic Vision - The CEO of cbdMD, Ronan Kennedy, expressed enthusiasm about the product reaching retail shelves and emphasized this as a key step in the company's broader strategy to expand in the Southeast market [4]
一颗功败垂成的RISC-V芯片
半导体行业观察· 2025-06-22 03:23
一、梦开始的地方:不是玩具,是桌面 SoC 在过去五年里,RISC-V 芯片铺天盖地,全世界仿佛突然都在搞"开源指令集"。从高校课程项目到边 缘网关,从智能手表 MCU 到低功耗马桶传感器,RISC-V 的存在感无处不在。但真要说哪一颗芯片 能让你坐在电脑桌前、插上显示器、外接显卡、再跑个大模型、修个图、编个码——几乎没有。换句 话说,RISC-V 从来没能"上桌"。 来源:内容转载自微信公众号【谈芯说爱】,谢谢。 这不是大家没想过要做,而是这条路太难。桌面级 SoC,是性能、功耗、IO、图形、内存带宽、调 度策略、系统生态、驱动支持的大杂烩。不是说"能 tape-out"就能跑桌面,"能跑出来"不代表能跑得 稳,"跑得稳"也不代表能跑得好用。Arm 折腾了快二十年,x86 陪我们干了四十年。RISC-V 想三五 年之内搞定,凭的只能是理想主义。 公众号记得加星标⭐️,第一时间看推送不会错过。 二、拼装"自由战车":SiFive P670 + X280 + SOPHON TPU 的三明治架构 SG2380 的架构设计并非空中楼阁。它不是为了展示技术堆料的"炫技作",而是真正想跑起来、用得 起的系统级尝试。 这 ...
阿布扎比国家石油公司分销公司:差异化燃料零售商,非燃料配送带来利润增长
Haitong Securities International· 2025-06-17 13:04
Investment Rating - The report assigns an "Outperform" rating to ADNOC Distribution, indicating an expected relative return exceeding 10% over the next 12-18 months [19]. Core Insights - ADNOC Distribution is recognized for its differentiated retail model, focusing on shareholder cash returns and strategic expansion in customer base and property management [2][3]. - The company is expanding its non-fuel retail business, which contributes nearly 10% of total retail revenue but has the highest profit margins, maintaining a gross margin of over 50% [4]. - The company aims to increase its electric vehicle (EV) charging points significantly, targeting a 10-15 times increase by FY28 compared to FY23 [4]. - Expansion into Saudi Arabia and Egypt is seen as crucial for mid-term growth, leveraging a light-asset model to increase station numbers in these markets [4]. Company Overview - ADNOC Distribution operates primarily in the UAE, with a presence in Saudi Arabia and Egypt, and is 77% owned by the ADNOC Group [3]. - As of the end of FY24, the company operates 896 fuel stations, with a goal of reaching 1,000 by FY28 [3]. - The company also manages 373 ADNOC Oasis convenience stores and provides various services including car inspections and EV charging [3]. Financial Performance - The company's dividend policy is attractive, with plans to distribute $700 million or at least 75% of net profits as dividends from FY24 to FY28, translating to an approximate 6.0% dividend yield [5].
沙特房产,下一个创富神话?
凤凰网财经· 2025-06-14 11:04
以下文章来源于霞光社 ,作者李小天 霞光社 . 赋能企业全球化 来源|霞光社 作者|李小天 2023年10月,准备再度开启创业征程的许超,跟随霞光社中东考察项目来到沙特首都利雅得。在此之前,他已经考察了英国、欧盟、日本、东南亚等多 个区域,在全球市场寻觅商机。彼时,出海沙特热潮方兴未艾,商务考察团络绎不绝,但走马观花者十之有九,落地生根者屈指可数。但许超却在此次 行程中,发现了不可多得的商机。 在利雅得考察期间,许超一行人所居住的艾美酒店(Le Méridien Riyadh),一晚费用高达6000人民币,远超迪拜、阿布扎比的同星级酒店。这还仅是 平日的价格,在有中东 "数字达沃斯"之称的LEAP峰会举办期间,利雅得酒店入住率达 100%,酒店住宿价格甚至飙升至每晚9000美元以上,堪称一房 难求。 沙特,这一中东地区第一大经济体,正在改革开放进程之中。商业展会层出不穷、体育赛事频繁密集、对外开放大刀阔斧,吸引商旅人士接踵而至。随 着越来越多的外企将利雅得作为其中东区域中心,利雅得也越发展现出包容开放的世界主义,而人流、信息和资本的涌动汇集,必然带来房价的迅速攀 升。 在这里,聚集了来自华尔街的美国金融家,寻 ...
TETRA TECHNOLOGIES, INC. TO HOST INVESTOR DAY ON SEPTEMBER 25, 2025, AT THE NEW YORK STOCK EXCHANGE
Prnewswire· 2025-06-10 20:30
Core Insights - TETRA Technologies, Inc. will host an Investor Day on September 25, 2025, at the New York Stock Exchange to outline its strategic objectives and growth initiatives for the next five years [1][3] - The company has received the 2025 Hart Energy Special Meritorious Engineering Award for its TETRA Oasis Total Desalination Solution, recognizing its innovative contributions to sustainable water management [4] Company Overview - TETRA Technologies, Inc. operates globally across six continents, focusing on environmentally conscious services and solutions in energy services, industrial chemicals, and critical minerals [5] - The company is expanding into the low-carbon energy market, leveraging its chemistry expertise and mineral resources to meet the demand for sustainable energy [5] Investor Day Details - The Investor Day will provide insights into TETRA's operational achievements and technical strengths in fluid chemistry solutions, particularly for energy and industrial chemicals [2] - The event will include a Q&A session and showcase videos of TETRA's latest innovations and R&D efforts from its Technology Center in Conroe, Texas [2]
TETRA (TTI) 2025 Conference Transcript
2025-05-29 18:15
Summary of TETRA Technologies (TTI) Conference Call Company Overview - TETRA Technologies has been operating for over 40 years, providing diverse revenue streams from energy services and industrial chemicals across the United States and 23 other countries [3][4] - The company is recognized as an industry innovation leader, particularly in completion fluids, oil and gas water treatment, and water management services [4] Financial Performance - TETRA reported a strong first quarter with adjusted EBITDA margins of 36% for completion fluids and 13% for water and flowback services [5] - The industrial chemicals segment achieved its highest first-quarter revenue and adjusted EBITDA in history [5] - Trailing twelve months revenue reached $327 million, reflecting a nearly 50% growth since the second year of COVID in 2021 [7] - The company has a solid balance sheet with a leverage ratio of 1.5 times and no debt maturities until 2029 and 2030 [29] Market Position and Growth Strategies - TETRA is positioned in key markets, including deepwater and unconventional markets in North America, Latin America, and the Middle East [4] - The company is focusing on three emerging growth strategies: 1. **Electrolytes for Energy Storage**: TETRA has developed a zinc bromide-based electrolyte for long-duration energy storage, partnering with Eos Technologies [13][14] 2. **Produced Water Desalination**: The company is introducing a desalination solution for produced water, targeting markets such as agriculture and industry [18][20] 3. **Critical Minerals Production**: TETRA has secured over 40,000 acres of brine leases in Arkansas, rich in lithium, bromine, magnesium, and manganese [22][24] Industry Trends and Challenges - The deepwater market is projected to grow at a 7% CAGR through 2028, with TETRA maintaining a strong market share [9] - The company is addressing challenges in the Permian Basin, where produced water disposal capacity is becoming limited, necessitating innovative solutions [19][20] - TETRA's technology investments are expected to enhance margins and operational efficiency, particularly in the water and flowback segment [11][12] Key Collaborations and Innovations - TETRA has collaborated with EOG Resources for produced water beneficial reuse and desalination pilot projects, achieving a 92% desalination rate in initial tests [21][20] - The company is leveraging automation technologies to reduce manpower requirements in operations, enhancing efficiency [12] Conclusion - TETRA Technologies is well-positioned for growth with a solid financial foundation, innovative technologies, and strategic partnerships, despite facing industry challenges [30]
一年测试超30款游戏,这家SLG大厂却变得保守了
3 6 Ke· 2025-05-22 11:27
Core Insights - IGG has become more conservative after experiencing significant fluctuations in its business performance, with a revenue of over 5.7 billion HKD (approximately 5.2 billion RMB) last year, marking a 9% year-on-year growth, and a profit increase of 697% to 580 million HKD, compared to previous losses [1][27] - Despite the recovery, IGG's competitive edge is diminishing, as evidenced by its drop from around 15th to over 20th place in the global revenue rankings by Sensor Tower [1] Product Strategy - IGG maintains a testing rhythm of about 30 new products annually, shifting its focus back to the SLG genre, moving away from niche categories [3][4] - Over half of the new products tested in the past two years are SLG games, with three major upcoming titles: SLG "Project PSS," casual social game "Tycoon Master," and SLG "Frozen War" [4][20] - "Project PSS" is a significant investment, building on the previous title "Rebirth of Glory," which incorporates elements from top competitors while adding RTS features [4][5] Game Development - "Rebirth of Glory" features enhanced production mechanics and a more complex gameplay structure compared to its competitors, focusing on resource management and strategic gameplay [5][6] - IGG is also exploring various SLG gameplay innovations, including titles like "Dawn Gathering" and "Myco Citadel," which incorporate different thematic elements and gameplay styles [8][10] - The company is testing new SLG products that blend RPG elements and casual gameplay, indicating a shift towards integrating lighter mechanics into traditional SLG frameworks [18][20] Financial Performance - Despite last year's recovery, the revenue from the gaming segment has slightly declined due to the drop in income from "King of Kingdoms," indicating that the gaming business has not fully returned to growth [27][30] - The APP business has seen significant growth, with monthly active users increasing from 9.5 million in 2023 to 62 million in 2024, contributing to a revenue increase from 100 million HKD in 2022 to 1.09 billion HKD in 2024 [32] Market Position - IGG's anxiety about its market position is evident, as it struggles to find new hits that can surpass "King of Kingdoms," leading to a more cautious approach in product development [33] - The company is focusing on creating reliable products rather than taking risks on innovative but uncertain concepts, reflecting a strategic shift in response to market pressures [33]