鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 如何回顾2025年的AI进展？ 今年王者归来的谷歌，刚刚由 Jeff Dean 和 哈萨比斯 牵头，完成了年度总结和趋势展望报告—— 这是AI Agent、推理和科学发现的一年。 2025年创造性AI工具全面提升。 AI在科学和数学领域实现多项成果，尤其是数学和编程竞赛表现优异。 谷歌始终强调安全、责任与合作开放生态。 AI已广泛融入谷歌的主要产品中。 报告最后梳理出了 八大研究方向 ，系统性地回答了一个更重要的问题： 当大模型进入推理时代，AI 正在变成什么？ 从Gemini的推理能力、多模态理解，到Agent、机器人、科学研究和物理世界建模，谷歌正在描绘一个可以协作、可以行动、甚至开始参与科 学发现的智能系统。 模型的推理、多模态理解、生成能力及效率得到显著提升。 以下是量子位的原文总结，在不改变原意的基础上，进行了适当修改润色： 谷歌年度回顾全文 回顾2025年， 这是研究领域取得非凡进展的一年 。 在人工智能方面，可以清晰地看到其发展轨迹正从一种工具转变为一种实用手段：从人们使用的东西变成了 可以投入工作使用 的东西。 如果说2024年是为这个时代 ...

Core Insights - The article emphasizes the transformation of user experience in the smartphone industry, particularly with the introduction of AI-driven functionalities that enhance interaction and efficiency [1][10][18] Industry Trends - The report from the First New Voice Think Tank highlights a shift towards vertical and general AI agents, indicating a potential concentration of traffic entry points towards a few general agents [1] - The global penetration rate of AI smartphones is projected to reach 32% by 2025, indicating a significant growth trajectory for AI integration in mobile devices [15] Company Developments - The launch of the Doubao AI phone by ByteDance and ZTE has generated significant consumer interest, leading to a scarcity of the product and even price premiums in the second-hand market [1] - Despite initial success, the Doubao AI phone faced challenges with various applications from Alibaba and Tencent blocking access due to security concerns, highlighting a conflict between AI functionality and platform control [10][11] Technological Innovations - The Doubao AI phone introduces a new era of "one-click management," allowing users to execute complex tasks across multiple applications seamlessly, which marks a departure from traditional AI assistants [2][6] - The phone's ability to handle cross-application operations and its simplified interaction model represent significant advancements in user experience [3][5] User Experience Enhancements - The Doubao AI phone features a memory function that allows for highly personalized interactions, enabling users to store and retrieve information effortlessly [7][8] - The integration of memory with execution capabilities allows the AI to plan and execute tasks based on user history and preferences, enhancing the overall user experience [9][12] Competitive Landscape - The primary competition for the Doubao AI phone is not other smartphone manufacturers like Apple, but rather the established internet companies that control app ecosystems [10][11] - The article suggests that the future of smartphones will depend on the ability to integrate AI capabilities that enhance user experience while navigating the challenges posed by existing platform monopolies [13][18]

互传 。 这意味着 iPhone、iPad 和 Mac 用户，现可直接向最新的谷歌 Pixel 10、Pixel 10 Pro、Pixel 10 Pro XL 以及 Pixel 10 Fold 等安卓设备发送文件，打破了长期以来困扰用户的生态壁垒。 IT之家援引博文介绍，要实现这一跨平台传输，用户需进行简单的设置。苹果设备用户在接收来自 Pixel 10 等设备的文件前，必须将"隔空投送"的可见性选项更改为"对所有人开放（10 分钟）"。 完成设置后，接收安卓文件的通知样式及确认操作，将与接收来自其他苹果设备的"隔空投送"文件 完全一致。同样，Pixel 10 用户接收文件时，也需开启相应的"对所有人开放"或进入"接收模式"。 所有接收的文件将自动保存在安卓系统的"文件"应用中。 科技媒体 Appleinsider 11 月 20 日发布博文，报道称谷歌"快速分享"（Quick Share）功能现已 与苹果"隔空投送"（AirDrop）实现跨平台互通， 首次实现了两大主流移动操作系统间的原生文件 谷歌方面强调，此次功能互通在设计上采用了多层安全防护机制，以确保跨平台分享的安全性。整 个传输过程充分保障用户隐私 ...

Core Insights - The discussion around "AI bubble theory" has gained traction among analysts, institutions, and even prominent figures like Sam Altman and Jeff Bezos, highlighting concerns over the rising capital and computational investments in AI without corresponding returns [1][2] - Apple, previously criticized for lagging in AI, is now being recognized for its cautious and steady approach, contrasting with competitors like Huawei, OPPO, and Google [1][2] Group 1: Google PAC Platform - Google announced its Private AI Compute (PAC) platform, aiming to create a private and useful AI, similar to Apple's Private Cloud Compute (PCC) introduced at WWDC24 [2][5] - PAC utilizes Google’s TPU and confidential computing infrastructure, ensuring that data remains encrypted and inaccessible even to Google’s engineers during processing [7][9] - The PAC platform enhances user experience on devices like Pixel 10 by providing contextual suggestions through features like Magic Cue, while maintaining privacy through hardware verification and task isolation [10][12] Group 2: Competitive Landscape - Other manufacturers, including OPPO and Huawei, are also developing their own end-cloud collaborative architectures to balance computational power and privacy [13][16] - OPPO has introduced a multi-tier model deployment strategy, including lightweight models on devices and larger models in the cloud, while also planning to create a private computing cloud in collaboration with public cloud services [15][16] - Huawei's HPIC platform extends privacy protection to the cloud, processing data without retaining original content, positioning it closer to Google's PAC in terms of capabilities [17][18] Group 3: Industry Trends - The trend towards "private AI" is becoming a standard in the industry, with major players recognizing the need for a balance between model performance and user privacy [19][20] - The shift initiated by Apple is influencing competitors, as they adapt their strategies to align with the emerging focus on privacy and secure AI processing [19][20]

Product Features - Pixel 10 introduces Magic Cue, leveraging Gemini Nano to enhance cross-app connectivity [1] - Magic Cue understands conversation context to provide relevant information seamlessly [1] - Users can easily access restaurant details from calendar invites [1] - Flight information can be accessed and shared with a single tap [1] - Photo sharing is simplified, eliminating the need for extensive searching [1] Technological Advancement - Gemini Nano powers Magic Cue, enabling contextual understanding [1] User Experience - Magic Cue aims to keep users one step ahead by anticipating their needs [1]

RT Zoomer 🧢 (@zoomyzoomm)Millionaire in Finance:- Patek on his wrist- Hot skinny blonde gf- Lives in NYC but holidays in France- iPhone 17 (orange)- Porsche 911 parked outside- Donates to charity (for the tax benefits)- Runs a twitter burner- Never fails to book Mykonos- Suit (no tie)Millionaire in Tech:- Lives in sf- Doesn't have a gf- Talks to AI at night- Makes $500k a year at FAANG- Fasts the entire day #biohacking- Has unlimited PTO (never takes it)- Pixel 10 (pre-release)- Doesn't own a car (die hard ...

Meet the brand new Google #Pixel10 Pro XL 🎨 UI & Design - Latest Android UI: Material 3 Expressive - New colors for the Pixel 10 - A brighter display on the Pixel 10 🚀 Performance & Hardware - The new Tensor G5 chip - Pixelsnap, a built-in magnetic system for Qi2 chargers and accessories - Up to 25W fast wireless charging on the Pixel 10 Pro XL 📸 Cameras - A 5x telephoto lens on the base Pixel 10 for the first time - Super Res Zoom up to 20x on the Pixel 10 - A new triple rear camera system on Pro models (5 ...

Google released this thing called the daily hub with the Pixel 10. You're supposed to do AI to like bring all of your stuff together calendar events. It's basically like the just Google discover feed time x times 10, I would say.Uh except it turns out it didn't work and Google pulled it already. Okay. On one hand, I think this is this feature is totally inconsequential and doesn't matter. And on the other hand, I think this is completely gling, right.This is a brand new feature that they sold the phone with ...

Product Development - iPhone 17 and Pixel 10 order cancellations are being observed [1] - Pixel 10 Fold is likely not comparable to n5 [1]

Core Insights - Apple has launched its updated iPhone product line, including iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and the ultra-thin iPhone Air [1][10] Product Features - iPhone 17 features a new Center Stage front camera, a 48MP Fusion Main camera with 2x Telephoto, and a 48MP Fusion Ultra-Wide camera, along with a 6.3-inch Super Retina XDR display powered by the A19 chip [2] - iPhone Air boasts a 6.5-inch Super Retina XDR display with ProMotion up to 120Hz, enhanced scratch resistance with Ceramic Shield, and is the most power-efficient model due to its three custom-designed chips [3] Sales Performance - iPhone sales increased by 13.5% year over year to $44.58 billion, representing 47.4% of total sales for Q3 fiscal 2025 [4][10] - The forecast for fiscal 2025 iPhone sales is $208.76 billion, reflecting a 3.8% increase from the previous year's figure of $201.18 billion [4] Competitive Landscape - Apple faces significant competition from Chinese smartphone manufacturers such as Huawei, vivo, and Xiaomi, as well as major non-Chinese competitors like Samsung and Alphabet [5] - According to IDC, Samsung led the market with a 19.7% share in Q2 2025, while Apple held 15.7% and Xiaomi had 14.4% [6][10] Stock Performance and Valuation - Apple shares have declined by 6.4% year to date, underperforming the broader Zacks Computer and Technology sector, which has returned 16.8% [8] - The stock is trading at a forward price/earnings ratio of 30.09X, compared to the sector's 28.27X, indicating a premium valuation [13] - The Zacks Consensus Estimate for fiscal 2025 earnings is $7.35 per share, suggesting an 8.9% year-over-year growth [14]