机器之心发布 在大公司一路高歌猛进的 AI 浪潮里，小创业者和高校研究者正变得越来越迷茫。就连前段时间谷歌创始人谢尔盖・布林回斯坦福，都要回答「大学该何去何从」 「从学术到产业的传统路径是否依然重要」这类问题。 AI，真的只是大公司的游戏吗？被算力掣肘的其他研究者、创业者，机会在哪里？在「强化学习」后训练引领「下半场」的当下，这个问题变得愈发重要。 好在，国内外都有专业团队在关心这个问题，比如前 OpenAI CTO Mira 创办的 Thinking Machines Lab，前段时间就推出了一个叫「Tinker」的产品，专注于解决后 训练 Infra 的复杂性。 而在国内，一群由 95 后青年科学家组成的团队做出了足以对标甚至超越 Tinker 的竞品，成为 世界第一家能够对标 Thinking Machines Lab 的公司 。 这个研究中心叫 Mind Lab ，是 Macaron AI 背后的实验室 。 1 月 1 日，他们发布了亮相以来的第一款产品—— Mind Lab Toolkit（MinT） 。这是一个 用 CPU 的 机器就能高效训练万亿参数模型的后训练平台， 且成本优化了十倍，一天即可 ...

Group 1 - Tencent officially released the HY WorldPlay model 1.5, allowing users to create interactive worlds using text descriptions or images, with real-time control via keyboard, mouse, or game controller [1][10] - Xiaopeng Motors Chairman He Xiaopeng stated that there is currently no AI bubble, emphasizing that the AI market presents significant future opportunities and will drive substantial societal transformation [2][12] - Xiaomi announced the open-source launch of its self-developed AI model Xiaomi MiMo-V2-Flash, which is positioned as a new language foundation for the Agent era [3][12] Group 2 - OpenAI's CEO of application business, Phil Schiller, announced that Apple Music will integrate with ChatGPT, joining the list of partners [4] - OpenAI confirmed the appointment of Albert Lee, former Google corporate development head, as the new Vice President of Corporate Development [5] - Alibaba released the new generation of the Tongyi Wanxiang 2.6 model, which includes the first role-playing feature aimed at professional film production and image creation [6] Group 3 - xAI has established an enterprise-level AI sales team, which has grown to over ten members [7] - SenseTime launched the Seko 2.0 model, the industry's first multi-episode generative AI, based on its self-developed Seko series model [8][14] - Former OpenAI CTO Mira Murat has founded Thinking Machines Lab, with the new product Tinker reportedly valued at $50 billion [9][14] - Douyin initiated the "AI Era Frontier Discipline Co-construction Plan," collaborating to launch 100 open courses from prestigious universities to promote knowledge accessibility [10][14]

Group 1 - Tencent officially released the HY WorldPlay model 1.5, allowing users to create interactive worlds using text descriptions or images, with real-time control via keyboard, mouse, or game controller [2] - Xiaopeng Motors' chairman He Xiaopeng expressed that there is currently no AI bubble, emphasizing that the AI market presents significant future opportunities and will drive substantial societal transformation [3] - Xiaomi announced the open-source launch of its self-developed AI model MiMo-V2-Flash, which is positioned as a new language foundation for the Agent era [4] Group 2 - OpenAI's CEO announced that Apple Music will soon integrate with ChatGPT, expanding its partnership ecosystem [5] - OpenAI confirmed the appointment of former Google executive Albert Lee as Vice President of Corporate Development [6] - Alibaba released the new generation of the Tongyi Wanxiang 2.6 series model, which features a role-playing function aimed at professional film production and image creation [7] Group 3 - xAI has established an enterprise-level AI sales team, consisting of over ten members [8] - SenseTime launched the Seko2.0 model, the first multi-episode generation intelligent agent, based on its self-developed Seko series model [9] - Former OpenAI CTO Mira Murat has founded Thinking Machines Lab, with the latest valuation reaching $50 billion [9] - Douyin initiated the "AI Era Frontier Discipline Co-construction Plan," collaborating to launch 100 open courses from prestigious universities to promote knowledge accessibility [10]

Group 1 - Elon Musk publicly criticized nuclear fusion power, stating that building small fusion reactors on Earth is economically foolish, as the sun itself is a massive, free fusion reactor capable of meeting all energy needs in the solar system [2] - Musk plans to deploy 100GW of solar-powered AI satellites annually, which is equivalent to about a quarter of the total electricity consumption of the United States [2] Group 2 - Zhongke Shuguang unveiled the scaleX Wanka supercluster at the HAIC2025 conference, marking the first appearance of a domestic 10,000-card AI cluster system in physical form [3] - Unisoc announced the establishment of a Central Research Institute to focus on new architectures and models for edge AI chips, particularly for applications in autonomous driving and robotics [3] Group 3 - Cambricon announced plans to use 2.778 billion yuan of its capital reserve to cover cumulative losses, with the aim of bringing its negative retained earnings to zero by the end of 2024 [4] Group 4 - MiniMax has passed the Hong Kong Stock Exchange hearing and plans to go public in January 2026, potentially becoming the fastest AI company to IPO globally within four years of its establishment [6] - Zhiyuan Technology has officially passed the Hong Kong Stock Exchange IPO hearing, with CICC as the sole sponsor [6] Group 5 - Tencent has established an AI Infra department to enhance its large model research framework, with Vincesyao appointed as the chief AI scientist [6][7] - The AI Infra department will focus on building technical capabilities for large model training and inference platforms [7] Group 6 - ByteDance is advancing a collaboration with Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins to gain user access [8] - Doubao released version 1.8 of its large model, enhancing its capabilities for multi-modal agent scenarios [9] Group 7 - Qianwen APP has integrated with Alibaba's ecosystem, enabling it to access underlying services like Gaode Map for enhanced geographical understanding [10] - Alibaba launched the new generation of the Wanxiang 2.6 model, which supports role-playing functions for video production [11] Group 8 - Baidu launched the Wenxin Health Manager, positioning it as a 24/7 "all-in-one family doctor" service [14] - The application offers a comprehensive AI health service system covering light symptom consultations and complex disease planning [14] Group 9 - Aishi Technology signed a comprehensive cooperation agreement with Alibaba Cloud to enhance global deployment and compliance capabilities for its video generation model [15] - Xiaomi open-sourced its MiMo-V2-Flash model, which boasts competitive capabilities at a significantly lower inference cost compared to closed-source models [16] Group 10 - Muxi Technology officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, aiming to raise 4.197 billion yuan to accelerate the development of "Chinese chips" [17] - The company focuses on high-performance general-purpose GPU products for AI training and inference [17] Group 11 - Meituan released and open-sourced the LongCat-Video-Avatar model, which supports multiple video generation tasks [18] - The model has achieved significant breakthroughs in action realism and video stability [18] Group 12 - Chinese scientists achieved a breakthrough in optical computing chips, enabling large-scale semantic media generation [19][20] - The LightGen chip demonstrates significant improvements in performance and energy efficiency compared to traditional digital chips [20] Group 13 - Baidu's Kunlun chip business is reportedly nearing completion of its restructuring, aiming for a potential listing in Hong Kong [20] - SenseTime's Seko series models have successfully adapted to the domestic AI chip Cambricon [20] Group 14 - Nvidia's CEO revealed that the company has not yet made any payments to OpenAI as part of a planned $100 billion investment [22] - Nvidia launched the Nemotron 3 open-source model series, significantly improving throughput compared to its predecessor [23] Group 15 - OpenAI plans to raise up to $100 billion, potentially valuing the company at $830 billion [24] - The new image model GPT-image-1.5 was launched, enhancing image generation capabilities significantly [25] Group 16 - Intel is in talks to acquire AI chip startup SambaNova for approximately $1.6 billion [30] - Multiple AI companies have recently completed significant funding rounds to support their growth and technology development [31][32][33][34][35][36][37]

当跑分不再性感，行业在重新寻找标尺 2025 年的 AI 世界，弥漫着一种 " 跑分疲劳症 " 。但比这更深刻的，是一个正在加速成型的行业共识： 开源模型正从 " 可选项 " 走向 " 默认使用的必选项 " ——Interconnects.ai 在其年度回顾《 2025: Open Models Year in Review 》中用大量篇幅讨论了这一趋势， DeepSeek 、 Qwen 、 Kimi 成为最前线 的开 源 模型。 衡量顶尖模型的标准，正在经历一次深刻的变革。行业心态正从 " 选秀式逐冠军 " ，转向 " 基建式找伙伴 " 。在这个新范式中，模型的基础能力只是入场 券，而由 评测、部署、交付 三个维度构成的 " 信任 " ，才是让 AI 真正融入业务流程的通行证。 本篇年终盘点，将从这三个最务实的维度出发，解构 AI 行业正在形成的 " 信任法则 " 。 信号：从 " 尝鲜 " 到 " 留存 " ，生产力拐点已现 过去，每一轮模型发布都像一场烟火，热度在瞬间冲顶后迅速归零。开发者 " 尝鲜即走 " ，留不下真实使用。 而 2025 年的图表，第一次向我们展示了截然不同的曲线。 权威的 AI 模 ...

Group 1 - SenseTime launched Seko 2.0, the industry's first multi-episode generative AI model, which is based on its self-developed Seko series model. The model has successfully adapted to the domestic AI chip Cambricon, with a strategic cooperation established in October to optimize software and hardware integration [2] - Former OpenAI CTO Mira Murat has founded Thinking Machines Lab, with the latest product Tinker now valued at $50 billion. The product features the trillion-parameter Kimi K2 Thinking model, designed for long-duration reasoning and tool invocation [2] - Mill Electronics introduced the RK3576 AI edge computing box, which offers high computing power, low power consumption, and strong scalability, becoming a key tool for upgrading industrial vision, engineering machinery, and smart city sectors [2] Group 2 - Google integrated NotebookLM into Gemini, enhancing user interaction by allowing users to attach notes for additional context during conversations with AI chatbots [2]

生成式AI 一、 深夜炸场！Manus 1.6 突然发布，史诗级进化暴力实测 1. Manus 1.6 Max发布,实现从"辅助工具"到"独立承包商"的质变,用户满意度提升19.2%,采用子Agent并行处理架 构,能独立完成复杂Excel财务建模和数据分析; 2. 新增移动开发功能,支持端到端App开发流程,用户只需描述需求即可生成可运行的iOS和Android应用; 3. 推出Design View设计视图,实现局部修图、精准文字渲染和多图层合成,解决AI生图不可控的痛点。 https://mp.weixin.qq.com/s/8gsfjMHOiadZMrRUUo4ZRw 二 、 OpenAI开源模型Circuit-Sparsity，0.4B，99.9%权重为零 4. OpenAI开源Circuit-Sparsity模型参数量仅0.4B，强制99.9%权重为零仅保留0.1%非零权重，解决模型可解释性 问题； 1. 前OpenAI CTO Mira Murati创办的Thinking Machines取消候选名单全面开放Tinker产品，这是用于帮开发者微 调语言模型的API； 2. 新增支持Kimi K2 ...

| 机器之心编辑部 | | --- | | 当前，AI 领域的研究者与开发者在关注 OpenAI、Google 等领先机构最新进展的同时，也将目光投向了由前 OpenAI CTO Mira Murati 创办的 Thinking Machines | | Lab。 | | 今年早些时候，他们推出了首款产品 Tinker ：这是一个 API，用于帮开发者 / 研究人员微调语言模型。你只需要专注于训练数据和算法，而你不擅长的关于 Infra | | 的部分 —— 调度、调优、资源管理和 Infra 可靠性 —— 统统由 Tinker 来搞定，从而大大简化了 LLM 的后训练过程。 | | 此前，Tinker 仅向研究人员和开发者开放内部测试；而如今，Thinking Machines 宣布 正式取消候选名单，所有用户都可以直接使用 Tinker 。 | | 除此以外，Tinker 还带来了其他三项更新： | | 首先，更强推理能力：用户现在可以在 Tinker 上 对 Kimi K2 Thinking 进行微调 。 Kimi K2 拥有万亿参数规模，是 Thinking Machines 目前规模最大的模型，专为 ...

估值百亿，产品几无，这便是当下最疯狂的AI资本叙事。 最近，前OpenAI CTO米拉·穆拉蒂创立的Thinking Machines Lab，正以高达500亿美元的估值，筹划新一轮40亿至50亿美元的融资。而它拿得出手的，仅是 一个名为Tinker、界面尚待考证的API接口。 相比传统商业逻辑，这无异于一场豪赌：资本押注的，早已不是产品，而是人，是那串贴在创始人身上的"OpenAI开国元老"的黄金标签。 穆拉蒂的实验室，正是席卷硅谷的neolab（新生代实验室）风潮中最耀眼的一朵浪花。据国外知名VC menlo合伙人Deedy推文，AI领域新兴的10家neolab 中，9家在种子轮阶段就斩获10亿美元估值。 一批从OpenAI、DeepMind等巨头出走的顶尖研究员，正以反叛者的姿态，用全新的范式重建AI研究的逻辑。他们不谈营收，不论商业化，只谈那些看似 天方夜谭的方向：情感智能、AI社会、自动化科学家等。 资本的反应则更为直接与狂热：Humans&成立数月估值40亿，SSI瞄准超智能安全估值320亿，Periodic Labs一出手种子轮便是3亿……这些在传统视角 下"啥也没有"的实验室，正以令人咋舌的估 ...

Group 1: Generative AI Developments - Google's Nano Banana Pro achieved top rankings on LMArena within 48 hours, generating realistic AI images of Silicon Valley CEOs that went viral [1] - NotebookLM introduced a "one-click slide generation" feature, allowing users to create presentations in minutes by uploading materials, with options for detailed and presentation modes [2] - Meta's WorldGen system can create a navigable 3D world of 50×50 meters from text prompts, utilizing procedural reasoning and diffusion models for efficient rendering [3] Group 2: AI Model Innovations - Karpathy's new project, LLM Council, integrates models like GPT-5.1 and Gemini 3 Pro to collaboratively generate answers, with a "chair model" providing the final response [4] - Tencent's HunyuanVideo 1.5 model can generate 5-10 second videos with 8.3 billion parameters, supporting both Chinese and English video generation [5][6] - Huawei's Flex:ai technology enhances AI resource utilization by 30%, supporting various computing power cards and offering unique advantages in virtualization and intelligent scheduling [7] Group 3: Funding and Market Trends - Thinking Machines Lab, founded by OpenAI's former CTO, aims to raise $4-5 billion with a projected valuation of $50 billion, focusing on enterprise-customized models [8] - OpenAI collaborates with universities to leverage GPT-5 in scientific research, demonstrating its ability to accelerate complex calculations and generate new proofs [9] Group 4: Industry Insights - Musk stated that as AI evolves, currency may lose its significance, while emphasizing the potential of humanoid robots to become a major industry [10] - Microsoft's CEO highlighted the current AI landscape as a capacity crisis rather than an infrastructure surplus, stressing the importance of building proprietary AI factories and data layers for competitive advantage [11]