Anthropic高管Jack Clark警告：巨变在即，而AI将把世界撕裂为两个平行宇宙。 这一切都是一个长期发展过程的产物，是AI技术、资本、就业和生活交织变革在一起的产物。 通用人工智能不是终点，超级智能才是起点。 2025年，AI从幻想到现实，AGI祛魅而ASI初现端倪。科技巨头们竞相追逐超级智能，世界正被撕裂成两个平行宇宙：AI拥抱者与旁观者。投 资热潮涌动，模型能力跃升……这不仅仅是技术革命，更是人类命运的转折点。 2025年，全球AI领域风起云涌。 通用人工智能（Artificial general intelligence，AGI）开始祛魅，超级人工智能（Artificial Super Intelligence，ASI）开始登上舞台。 当真正的AI竞赛始于通用人工智能之后！ AI一年，人类千年 至今，自然界的一切智能都是生物智能，都是碳基智能。 但今年的LLM可能是人类有史以来第一次创造出的全新智能形态。 在2025年度回顾中，Karpathy直言： 2025年是我（以及我认为整个行业）首次开始以更直观的方式内化理解LLM智能的「形态」。 在推理、多模态处理和智能体上，2025年AI模型取得 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [7] Core Insights - ChatGPT has announced a comprehensive upgrade to its memory function, enhancing AI interaction experiences and aiding in the creation of personal knowledge bases. OpenAI is set to release several new models, including the GPT-4.1 series multimodal models and complete o3 and o4 series inference models [2][10] - The release of Midjourney V7 and Runway Gen-4 Turbo has significantly improved generation efficiency. The upgrade in model memory functions is expected to facilitate better AI interaction experiences and support the development of personal intelligent agents. The increased efficiency of AI multimodal models is likely to broaden applicable scenarios and accelerate the deployment of AI applications [2][10] Summary by Sections Event Description - ChatGPT's memory function upgrade allows for better AI interaction and personal knowledge base creation. OpenAI is expected to unveil new models, including the GPT-4.1 multimodal models and the complete o3 and o4 inference models, as early as next week. Midjourney V7 has been released with significant upgrades, and Runway Gen-4 Turbo has greatly enhanced video generation efficiency [5][10] Event Commentary - The upgrade of ChatGPT's memory function signifies a shift from situational interaction to continuous interaction, potentially evolving into a true personal intelligent agent. The upcoming models from OpenAI, including the improved GPT-4.1 and the anticipated full versions of o3 and o4, are expected to enhance AI capabilities. Midjourney V7 introduces a draft mode that reduces costs and increases speed, while Runway Gen-4 Turbo can generate video at a much faster rate [10]