VAST是2023年3月才成立的年轻企业，自2024年初起持续迭代Tripo大模型，先后推出Tripo1.0至 Tripo3.0等一系列3D大模型，发布了TripoSR、TripoSG、TripoSF等开源3D基础模型，并配套开发了系 列DCC（数字内容创作）软件生态插件。 据央视报道，2月9日，习近平总书记来到位于北京亦庄的国家信创园，开启今年首次国内考察，并同科 研人员和科技企业负责人代表交流。 作为现场科技企业负责人代表之一，VAST创始 兼 席执 官宋亚宸在接受新京报贝壳财经专访时表示， 自己感受到了国家对未来产业和前沿创新的高度重视，也更加坚定了"接过历史接力棒"的决心。 "未来产业是抢占科技制高点、把握发展主动权的关键。"宋亚宸认为，北京的政策红利与"耐心资本"支 持，强大的原始创新能力和密集的人才储备，丰富的概念验证与应用落地场景三大优势深度融合，可以 成为北京加快建设国际科创中心的坚实路径。 他眼中，科技自立自强意味着核心技术必须自主可控，以及创新成果必须赋能产业。在核心技术上 ， VAST押注3D基础大模型，希望通过AI技术重构3D内容创作流程，构建全民化3D内容平台。 "3D抖音"是宋亚宸 ...

"未来产业是抢占科技制高点、把握发展主动权的关键。"宋亚宸认为，北京的政策红利与"耐心资本"支持，强大的原始创 新能力和密集的人才储备，丰富的概念验证与应用落地场景三大优势深度融合，可以成为北京加快建设国际科创中心的 坚实路径。 据央视报道，2月9日，习近平总书记来到位于北京亦庄的国家信创园，开启今年首次国内考察，并同科研人员和科技企 业负责人代表交流。 作为现场科技企业负责人代表之一，VAST创始⼈兼⾸席执⾏官宋亚宸在接受新京报贝壳财经专访时表示，自己感受到了 国家对未来产业和前沿创新的高度重视，也更加坚定了"接过历史接力棒"的决心。 在成果转化上，VAST正努力让AI成为"新质生产力"的基础设施。目前，VAST已经赋能全球超过650万个创作者、4万家 企业，与智能制造、虚拟现实、互动文娱、具身智能等领域企业建立了深度合作。 他眼中，科技自立自强意味着核心技术必须自主可控，以及创新成果必须赋能产业。在核心技术上 ，VAST押注3D基础 大模型，希望通过AI技术重构3D内容创作流程，构建全民化3D内容平台。 "3D抖音"是宋亚宸想做的事。他在接受媒体采访时曾表示，3D是最天然和终极的内容形式，用户缺少大众化的 ...

Core Insights - VAST is a key player in the AI 3D model sector, which is gaining traction as a new competitive arena in the AI landscape, particularly as traditional modeling transitions to AI-driven 3D models [2][3] - The AI 3D model technology has vast application potential across various industries, including gaming and industrial sectors, but it faces challenges in reaching mainstream consumers [2][4] - VAST's annual recurring revenue (ARR) has surpassed $12 million, indicating strong commercial potential despite being a relatively new company [5][6] Company Overview - VAST was established in March 2023 and has rapidly developed its Tripo AI 3D model series, which includes over 200 billion parameters [6] - The company has served over 5 million professional users and 40,000 enterprise clients, generating more than 50 million 3D models [3][5] - VAST completed a multi-million dollar Pre-A+ funding round in June 2023, indicating investor confidence in its growth potential [6] Market Dynamics - The 3D vision market in China is projected to grow significantly, with a compound annual growth rate (CAGR) of approximately 25.73% from 2024 to 2028, reaching around 7 billion yuan [3] - Major competitors like Tencent and ByteDance are entering the AI 3D model space, posing challenges for VAST as it seeks to establish itself [8] - The industry is still in its early stages, with a lack of benchmark applications, which may hinder broader adoption of AI 3D models [7] Technological Challenges - Developing AI 3D models is more complex and resource-intensive than 2D models, requiring significant computational power and specialized talent [6][7] - The transition from traditional modeling to AI-driven solutions necessitates overcoming technical barriers and educating potential users about the benefits of AI 3D technology [7][8] Future Outlook - VAST aims to expand its user base by targeting professional modelers, amateur creators, and eventually casual consumers, with market potential scaling from millions to billions [7] - The company is focused on democratizing 3D content creation, allowing more individuals to participate in the 3D ecosystem [4][7]