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 Viewpoint - The evolution of large language models has slowed down, creating space for the flourishing of AI applications and agents, while 3D models are just beginning to emerge as a blue ocean opportunity [5][70]. Group 1: Company Overview - VAST is a company focused on AI 3D model development, with its product Tripo allowing users to generate complete 3D content from text, images, or multimodal inputs [13][46]. - The company has successfully completed three rounds of financing, each raising tens of millions of dollars [14]. Group 2: Product Development - Tripo 3.0, launched in August, represents a significant advancement, enabling direct use in various industries without requiring users to have prior knowledge of 3D modeling [46][47]. - The transition from Tripo 2.0 to 3.0 involved extensive work on data, algorithms, and system optimization, resulting in improvements in controllability, success rates, precision, and performance [47][49]. Group 3: Market Position and Strategy - The company aims to create a user-friendly 3D creation tool to lower barriers for creators, addressing the lack of accessible tools for 3D content generation [73][96]. - VAST's strategy includes developing both foundational models and applications, allowing for closer user feedback and guiding future model iterations [71][72]. Group 4: User Insights and Applications - The company has engaged with around 1,000 users to gather insights, discovering diverse applications beyond initial expectations, such as in design and art [99][100]. - Tripo Studio has already contributed over half of the company's revenue, indicating strong market demand and user engagement [98]. Group 5: Future Vision - The future of 3D content creation is envisioned as a platform where everyone can participate, similar to the evolution of video and photo sharing in the past decade [79][80]. - The ultimate goal is to transition from a compressed form of content creation to a more natural, 3D-based interaction, reflecting a broader trend in technology towards "decompression" [108][109].

Core Insights - The 2025 AI+ Entertainment Technology Conference, hosted by ChinaJoy and supported by various tech companies, focuses on the transformative impact of AI on the entertainment industry, emphasizing the efficiency revolution and the creative boundaries of human-machine collaboration [1][3]. Group 1: Conference Overview - The conference aims to showcase the new ecosystem of the entertainment industry driven by AI technology, highlighting the efficiency revolution in the broader entertainment sector [1]. - 36Kr, as a leading tech and new economy service platform, plays a crucial role in presenting the conference highlights and insights, leveraging its industry resources and media influence [3]. Group 2: Key Presentations - Wang Chuan, Vice President of Shengshu Technology, discussed the practical applications of Vidu AI in video content creation, emphasizing its capabilities in various scenarios such as game scene building and interactive short dramas [6]. - Song Yachen, founder of VAST, addressed the IP practices of 3D-AIGC entertainment assets, focusing on the development of user-generated content platforms through their 3D content creation tools [8]. - Zheng Shuliang, CEO of Beijing Lingxin Intelligent Technology, highlighted the potential of super-empathetic technology in revolutionizing immersive entertainment education, suggesting that AI could soon possess both rational and emotional capabilities [9]. Group 3: Industry Trends and Future Directions - Yang Sheng, CEO of Perle Interactive Technology, emphasized that the maturity of AIGC can accelerate IP incubation and enhance content production efficiency, allowing creators to focus on higher-level artistic exploration [12]. - Li Wenhao, Planning Director at Perle Interactive Technology, discussed how AI can assist creators by understanding their intentions and alleviating repetitive tasks, thus enhancing the creative process [14]. - The roundtable discussion on "How AI + Creators Can Play? More Commercialization Possibilities" highlighted the rapid convergence of various content forms and the importance of integrating offline channel resources for IP adaptation [17]. Group 4: Technological Innovations - Xia Lixue, co-founder and CEO of Wuxin Qiong, presented on how AI technology is fundamentally transforming the game industry, shifting from surface applications to core productivity enhancements [21]. - Wang Wenbin, founder and chairman of Boli Technology, shared advancements in 3D printing technology, which have significantly improved production speed and material performance, showcasing the value of AI in this field [23]. - The roundtable on "Can AI Bring a 'Singularity Moment' to Contemporary Game Art?" discussed the potential of AI to enhance production efficiency and the importance of aesthetic judgment in the AI era [25]. Group 5: Market Opportunities and Challenges - Cheng Yinbin, founder of MASS, introduced a digital planet platform that leverages AIGC for user interaction and content creation, indicating a growing user base and creator engagement [27]. - Lin Rui, Art Director at Shengqu Games, outlined the company's integration of AIGC technologies across various production categories, aiming for broader application in game development [29]. - The final roundtable emphasized the need for the industry to adapt to the "AI Industrial Revolution," recognizing the immense potential of AIGC and the importance of creating value through innovative content strategies [35].

Core Viewpoint - The article discusses the rapid growth and unique management style of VAST, an AI 3D model company led by its young CEO, Song Yachen, highlighting its high valuation and innovative approaches in a competitive landscape. Company Overview - VAST recently completed a Pre-A+ round financing of several million dollars, following a previous Pre-A round of several hundred million yuan, making it the highest-valued AI 3D model company [2] - The company's annual ARR has reached $7 million, positioning it as the highest revenue-generating company in the AI 3D model sector [2] Unique Management Style - VAST has a distinct company culture, with a mix of interests from anime to traditional collectibles, reflecting the diverse personalities within the team [3] - The company maintains a high product iteration speed, with significant growth in 3D model generation from 5 million in early 2024 to over 30 million by mid-2025, despite having only around 50 full-time employees [3][5] - VAST does not utilize traditional performance management tools like OKR or KPI, which are common in other AI companies, yet it achieves effective cross-department collaboration through informal communication [5][6] Strategic Shifts - In mid-2024, VAST shifted its focus from targeting C-end users to PGC (Professionally Generated Content) users, leading to the development of Tripo Studio, a one-stop 3D workspace, which has generated $60,000 in monthly revenue [6] Challenges and Competition - VAST faces increasing competition from major internet companies like Douyin, Tencent, and Alibaba, which are also investing in 3D models, while the demand for 3D models in gaming and collectibles is surging [5][6] Innovation and Culture - The company promotes a culture of "deliberate innovation," encouraging employees to explore new methods even in areas that seem to require little change [23][25] - VAST implements a quarterly salary adjustment strategy to enhance team creativity and responsiveness, differing from the typical semi-annual or annual reviews in the industry [5][17] Leadership Insights - CEO Song Yachen emphasizes the importance of rational decision-making over personal relationships in leadership, reflecting a significant personal growth since the company's inception [7][9] - He recognizes the need for a balanced team, valuing consistent and diligent workers over merely "brilliant" individuals, which has influenced the company's hiring strategy [14][15]

Core Insights - VAST has completed multiple rounds of financing, totaling hundreds of millions of dollars, and is currently the highest-valued AI 3D model company [1][2] - The company has an annual ARR of $7 million, making it the highest revenue-generating company in the AI 3D model sector [1] - VAST has achieved rapid product iteration, with its core product "Tripo" generating over 30 million 3D models by June 2025, up from 5 million in early 2024 [2][4] Company Structure and Management - The founder, Song Yachen, does not have a strong technical background and focuses on strategic decisions, hiring, financing, and public relations [2][3] - VAST operates without traditional performance metrics like OKR or KPI, relying instead on natural communication for cross-department collaboration [3][4] - The company has implemented a unique quarterly salary adjustment strategy to enhance team creativity and flexibility [3][4] Market Position and Challenges - VAST faces competition from major players like Douyin, Tencent, and Alibaba, who are also entering the 3D model space [4] - The demand for 3D models is increasing in gaming and trendy products, but the company must navigate the challenges of commercialization [4] Product Development and Strategy - In mid-2024, VAST shifted its strategy to focus on PGC users, launching Tripo Studio, which has generated $600,000 in monthly revenue [4] - The initial approach targeted C-end users but was adjusted based on feedback from core users who are primarily PGC creators [4] Founder Insights and Philosophy - Song Yachen has evolved from a more emotional decision-maker to a rational one, emphasizing the importance of company operations over personal relationships [5][6] - He believes that the company needs more diligent and grounded individuals rather than just "genius" talent, highlighting the scarcity of reliable workers [12][13] - The company culture encourages innovation and creativity, with a focus on maintaining a relaxed atmosphere to foster inspiration [20][21]

Core Viewpoint - VAST aims to redefine creativity boundaries through the development of general-purpose 3D large models and tools for 3D content creation, establishing a 3D UGC content platform that enhances user experience and productivity [6]. Recruitment Programs - The company is targeting researchers graduating by December 31, 2026, for its campus recruitment program, offering competitive salaries that exceed top-tier companies along with early-stage equity options [3]. - An internship program is available for researchers graduating in 2027 and beyond, with daily compensation ranging from 1000 to 2000 yuan, with no upper limit [4]. Achievements and Highlights - VAST has launched the world's first one-stop AI 3D workstation, Tripo Studio, generating over $500,000 in monthly revenue and attracting more than 35,000 active users [7]. - The company has developed a state-of-the-art (SOTA) 3D foundational model matrix, contributing to over 30 top conference papers and 18 open-source projects, with more than 20,000 stars on GitHub [8]. Mission and Vision - The mission includes exploring and creating advanced algorithms in 3D generation models, addressing challenges in high-fidelity geometric details, editability, dynamic generation, and large-scale scene interactions [14]. - The company emphasizes the importance of translating research outcomes into core products and open-source communities, promoting real-world applications of technology [15]. - VAST encourages team collaboration to shape the technology roadmap, aiming to lead the industry in technological advancements [16]. Target Talent - The company seeks individuals with a background in computer science or AI, who have published innovative research as first authors in top conferences or journals [18]. - Candidates with deep expertise in computer vision, graphics, generative models, and proficiency in Python/PyTorch are highly valued, especially those with notable GitHub projects or technical blogs [19]. - VAST looks for future creators who believe in the power of technology, possess excellent judgment, and are driven by curiosity and long-term vision to challenge the status quo and redefine future technology directions [20].

Group 1 - Alibaba's internal discussions on "big company syndrome" have intensified, highlighting challenges in organizational transformation and the need for new growth drivers in the AI era [1] - Nvidia's CEO Jensen Huang responded to Ren Zhengfei's comments, emphasizing that while Nvidia's technology is advanced, China's capabilities are sufficient for its market needs [2] - The acquisition of Ximalaya by Tencent Music for approximately $201 billion reflects a shift in investor sentiment towards more rational valuations amid challenges faced by Ximalaya [4] Group 2 - Tencent Music's market capitalization briefly surpassed Baidu's, indicating a significant shift in the internet traffic landscape and a recognition of profitability in vertical sectors [5][6] - The U.S. Department of Commerce announced tariffs on various steel household appliances, which will impact the export of Chinese appliances to the U.S. starting June 23 [7] - Some regions in China have temporarily suspended or limited the national subsidy for appliance trade-ins, affecting consumer behavior during the peak shopping season [8] Group 3 - Volcano Engine has reduced the cost of its large model usage to nearly one-third, positioning itself competitively in the AI market [9] - Hisense and Gree are shifting their focus from price competition to technology competition in the air conditioning sector, emphasizing self-developed chips and AI technologies [10] - 360 launched a Nano AI Super Search Intelligent Agent, which enhances search capabilities across multiple platforms, marking a significant advancement in search technology [11] Group 4 - 3D model company VAST secured tens of millions in Pre-A+ funding, indicating strong investor interest in the 3D generation sector as it transitions from technology validation to product scaling [12]

Core Trends - Infrastructure monopoly is becoming a trend as Silicon Valley giants shift towards computing power and data infrastructure mergers, with competition moving from model layers to infrastructure layers [2] - The democratization of tools is accelerating, as AI tools lower barriers and liberate non-professional users' productivity, expanding market size [3] - Domestic infrastructure optimization is evident as Chinese AI evolves from "usable" to "user-friendly," with toolchains and computing power becoming key breakthroughs [4] - AI is breaking digital boundaries, expanding from the digital world to the physical world, giving rise to new application scenarios such as robotics [5] - The global AI race has entered a deep-water phase, with a fierce competition for AI infrastructure and a corresponding tool revolution accelerating across various industries [6] Key Developments - On June 12, 2025, Alibaba's Qwen3 model surpassed 12.5 million downloads in a month, marking a significant improvement in China's AI open-source ecosystem, ranking fifth globally [10] - OpenAI announced a cloud service agreement with Google, ending its exclusive partnership with Microsoft, leading to a 2.1% increase in Google's stock and a 0.6% decrease in Microsoft's stock [11] - Meta's acquisition of 49% of Scale AI for $14.9 billion (approximately 106.6 billion RMB) marks the highest single investment in the AI sector, aiming to enhance its AI infrastructure [12][13] - ByteDance's Doubao model upgraded to version 1.6, with its video generation model Seedance 1.0 Pro topping global rankings, indicating a breakthrough in multi-modal generation [14] - Ilya Sutskever returned to the University of Toronto, emphasizing the limitless potential of AI in his commencement speech [16] - VAST secured tens of millions in Pre-A+ funding, launching the world's first AI-driven 3D workspace, significantly improving 3D content production efficiency [17] - AI programming tool Cursor achieved $100 million in annual revenue within 20 months, projected to reach $300 million in two years, redefining developer interaction with systems [19] - Silicon-based Flow completed a billion RMB A-round financing, enhancing domestic AI computing power and filling gaps in AI development tools [22] - Beijing Zhiyuan Institute launched the "Wujie" series of large models, promoting new paradigms for AI interaction with the physical world [23] - The domestic version of the AI video tool PixVerse, named "拍我 AI," was launched, integrating advanced features and aiming to become a leading tool in the domestic AI video creation market [25]

Group 1 - Doubao-Seed-1.6 model was officially launched, supporting 256k long context, with a daily average token usage of 16.4 trillion by the end of May [1] - The launch reflects the extensive application of Doubao in a competitive large model industry, necessitating continuous performance optimization and innovation in multimodal fields [1] Group 2 - Qianxun launched a mini-program named "Qianxun Super Member," which sparked speculation about its connection to the return of influencer Viya, but the company denied any such link [2] - The mini-program aims to promote consumption and serve merchants while adhering to national laws and regulations, indicating a shift in the live e-commerce industry towards private domain operations [2] Group 3 - AliExpress, a cross-border e-commerce platform under Alibaba, launched a car sales business, initially offering Chinese electric vehicles during the overseas "618" shopping festival [3] - This move is seen as a strategic expansion into vehicle sales, leveraging its existing user base in auto parts, but faces challenges related to after-sales and logistics [3] Group 4 - 3D model company VAST secured tens of millions of dollars in Pre-A+ round financing, led by Beijing AI Industry Investment Fund, with previous investors including various venture capital firms [4] - VAST launched the world's first AI-driven one-stop 3D workspace, Tripo Studio, and is set to introduce a new algorithm, Tripo 3.0, enhancing its competitive edge in the 3D modeling market [4]