文|趣解商业 周佟

congwenxinyiyandaoxunfeixinghuo，zaidao360zhinao，zi8yue31riyilai，duanduanyizhoudeshijianli，guoneizibenshichangshangguanzhudu“yaoyaolingxian”dejijiarengongzhinengdamoxing，xianhouguanxuanxianggongzhongkaifang。yiciweibiaozhi，guoneirengongzhinengdamoxingdejingzhengjinrudaolequanxindejieduan。

yucitongshi，9yue1ri，guojiawangxinbanfabulejingneidierpishenduhechengfuwusuanfabeianxinxigonggao，baokuowangyiyoudaoziyuedamoxing、douyinyunquedamoxing、jingdongyanxidamoxing、huaweiyunpangudamoxingdengdengzaineide110zhongdamoxingsuanfa，shunliqudele“shenfenzheng”。qizhong，wangyiyoudaode“ziyuedamoxing”yechengweiguoneishougetongguosuanfabeiandejiaoyudamoxing，qijiangyingyongzai“xunirenkouyujiaolian”、“aizuowenzhidao”denglingyu。

zuoweiyijiachuangliyu2006nianbingyu2019nianzainiujiaosuoshangshidelaopaizaixianjiaoyufuwugongsi，zhijinyijingliankui5niandewangyiyoudao，miandui“shuangjian”dechixuyali，zhengshitutongguoyazhurengongzhinengshixian“tuwei”。

01 从K12到智能硬件

2006nian，dingleiliyaoqinghuajisuanjixidechuanqixiaoyouzhoufengjiamengwangyiyoudao。zuichuqishishidasuanjiangyoudaozuochengsousuoyinqingde，duanzanchangshizijuezuobuguobaiduhou，zhuanguoshenzaizuogongjuleichanpinshanglvxianzhaodaolecunzaigan；xianhoutuichudeyoudaocidian、youdaofanyi、youdaoyunbiji，doushouhuolebushaoyongdun。

图片来源：网易有道官网截图

2014nian，zaikandaozaixianjiaoyuxingyedejihuihou，wangyiluxutuichuwangyiyunketang、zhongguodaxuemoocdengyixiliezaixianjiaoyuchanpin，yingdelebushaokoubei，shenzhibeikuazanshi“dingleizaiyongzuoyouxizhuandeqianzaibutiejiaoyu”。

danzheiyangbingbunengchijiu，meiyouxiangwangyiyunyinleyiyang“beiqinghuaibangjia”dewangyiyoudao，suihoukaishi“yibuyiqu”degenzaihaoweilai、xindongfang、yuanfudaomendeshenhou，daqilek12dezhuyi。raner，cishidek12xianshangfudaoyijingjinrudaolebairehuadejieduan，xiangyaocong“xindongfangmen”dekouzhongqiangxiayikuairoulai，budanyaozaiyingxiaoshangxiadaliqi，zaishizipeizhi、kechengyanfadengdengfangmian，douyaotourudaliangderenliwuli。

zheiyezhijiedaozhile，zaihenzhangyiduanshijianli，wangyiyoudaodouchuzairubufuchudezhuangtai——suiranyingshouzaizengzhang，danzhichuzengzhangdegengkuai。genjuqicaibaoxianshi，2017nian、2018nianji2019nian，wangyiyoudaoyingshoufenbiewei4.56yiyuan、7.31yiyuan、13.09yiyuan，jingkuisunzefenbiedadaole1.64yiyuan、2.09yiyuan、6.09yiyuan。qizhong，shangshihoudediyinian2019nian，jinxiaoshouheyingxiaofeiyongjiudadaole6.23yiyuan，bishangyinianzengzhanglejin3bei，yuanyuanchaoguotongqiyingshoudezengfu。

buguojianyudangshiguoneidek12shichangrengzaichengzhangzhong，wulunshiqiyedeyunyingzhehaishitouzizhe，junnengjieshouyiyinglihuanguimodemoshi，wangyiyoudaoyepingjiezhegaotouruhuanlailegaozengzhang。zai2020nian8yuechuangxiale47.70meiyuandegujiagaodian，shizhiyidudadaole59yimeiyuan，shi2018nianshangshishide4bei；zaimeigushangshideguoneijiaoyuqiyezhong，jinciyuhaoweilai、xindongfang、gensheixuedengjijiagongsi。dangnianwangyiyoudaoyingshoudadaole31.68yiyuan，tongbizengzhangle142.7%，17.53yiyuandekuisuneyechuangxialeshangshihoudexingao。

weilejixu“shaoqianqiangshichang”，wangyiyoudaoyu2021nian2yue，yi34meiyuandejiagewanchengle700wangumeiguocuntuogu（ads）degongkaifaxing，rongzi2.32yimeiyuan，tongshihaihuodelewangyijituantigongde3yimeiyuanshouxin。jiuzaizhunbeidaganyichangdeshihou，2021nian7yuefen，“shuangjian”zhengcedeluodi，jilewangyiyoudaoyingtouyibang。

anzhaoqidangnianerjiducaibaoxianshi，baogaoqineishixianyingshou12.93yiyuan，sandahexinyewuzaixiankecheng、zhinengyingjian、zaixianyingxiaofuwu，yingshoufenbiewei9.21yiyuan、2.06yiyuanhe1.66yiyuan。qizhong，zaixiankechengyewu，86.5%deshengyuanjunweik12jieduandexuesheng，gongxiandeshouruzhandaoleyoudaozongyingshoude41.2%。

jinguanxiangbixindongfangmen，haisuanbushangshi“miedingzhizai”，danduiyumosuoduonian，zhongyuzhaodaoyitiaozhidetourudesaidaobingzhunbeishengengxiaqudewangyiyoudaolaishuo，wuyishichenzhongdedaji。

“shuangjian”zhihou，daliangjiaopeijigouzaimouqiuzishenzhuanxingdeguochengzhong，jiangzijidefangxiangmiaoxiangzhinengjiaoyuyingjianlingyu。cizhongjingkuangxia，zaishangxianbiancheng、weiqi、meishu、jiqirendengsuzhijiaoyuchanpin、kuozhanchengrenzaixianjiaoyushourudetongshi，zhinengxuexiyingjianchengweilezhoufengweiwangyiyoudaoquelideshouyaozhuanxingfangxiang。

02 “全村人”的希望

cengjingkaoyoudaofanyi、youdaocidiandenggongjuruanjianzhaodaocunzaigandewangyiyoudao，biqihaoweilai、xindongfangdengdidaodejiaopeileiqiye，zaizuochanpinshangqueshiyouzheyidingdeyoushi。

zaozai2017nian10yue，wangyiyoudaojiukaishishishuijiaoyuzhinengyingjian，xianhoutuichushiduokuanyingjianchanpin，congfanyidandaofudujizaidaokoudaidayinji、tinglibao，chanpinkuaduxiangdangzhida。

buguozhikexi，lishiduoniandeshichangjianyan，xiaoliang“nengdade”jiuzhiyouyoudaocidianbi。jinguanzaiduiwaidexuanchuanzhong，youdaobiaobangshizijikaichuangle“cidianbi”zheiyipinlei，bingqiantouzhidingleguojiajidexingyebiaozhun；danbenzhishang，zheibingbushiyigeyouzheqiangdajishuhuchenghedechanpin，gongnengleisidejingpinbibijieshi。shenzhiyinweibubugaoputiangaidideguanggao，daduorenhuibennengdeyiweizheishitadefaming。

yezhengshiyinweijingzhengjilie，cidianbikedanjiadi、lirunlvyedi。suiranzaijingdongdengdianshangpingtai，youdaocidianbicong2020~2022lianxusannianhuodepinleixiaoliangtop1，danduiyuchengqizhuanxingqiwangyiyoudaodeshizhixianranshibeishuichexin，gengbuyongshuoquchengzaidingleizuojiaoyudemengxiangle。cong47.7meiyuan/gudao3.03meiyuan/gu，mianduiconggaodianruziyouluotibandieluodegujiahechixudekuisun，wangyiyoudaojixuzhaodaoxindezengzhangdian，aidamoxingdechuxian，rangqikandaolexiwang。

“fuzijiaoren，geyinqicai”，zai2023nian7yue26rideziyuedamoxingyingyongchengguofabuhuishang，wangyiyoudaoceozhoufengyinyonglezhuxi《lunyuzhu》zhongzheijuhualaichanshizaitaxinmuzhongdamoxingjijiaoyudailaidejihui——zhenzhengdeyincaishijiaodejihui。

xiangbiyutongyongdamoxing，wangyiyoudaocongyikaishijiujiangziyuedamoxingdingweichengshiyigechangjingweixiandejiaoyuchuileidamoxing。zaifabuhuishang，wangyiyoudaotuichulejiyutakaifadeliuda“chuangxinyingyong”，qizhong，wendangwendaheaiboxgongnenglvxianbeiyingyongdaoleyoudaofanyizhong，xunirenkouyujiaolian、ai zuowenzhidaogongnengdenggongnenganjihuahuiyujinniansanjiduzaiyoudaocidianbi、youdaoaixuexijidengchanpinshangyingyong。

youdaoaixuexijiyeshiwangyiyoudaozaizhongdiandazaodexinyidaibaokuandanpin。genjuidcfabudexiangguanbaogaoxianshi，zhongguoxuexipingbanshichangchuhuoliangzai2023nianshangbannianchuhuoliangyue220wantai，tongbishangsheng37.2%，zaimianxiangdazhongdexiaofeijipingbanxiaoshouliangchixuxiadiedeqingkuangxia，baochilenandedewendingzengzhang。

zuoweiyonghushentoulvheshiyonglvzuigaodejiaoyuzhinengyingjian，qigaokedanjia、gaolirunlv，beishizuoshibujujiaoyuzhinengyingjiande“jibenpan”，chulekeyishixiangezhongjiaohu、zhijieshuxie、shipindengtiyan，shenzhikeyixiangxiajianrongcidianbidefanyi、diandushenzhisaomiaodenggongneng。duiyuyouzhiyuzaijiaoyushichangyousuozuoweidewangyiyoudaolaishuo，zheishigebudebuqugongzhande“shantou”。

zhengshiyinweikanqinglezheiyidian，2022nian7yue6ri，wangyiyoudaofabuleqixiashoukuanpingbanchanpin“aixuexiji”，chuletigongzhongwentushuguan、jingpinyingyu、jiaocaitongbuxuedengdazhonghuafuwuwai，jiaruleyingyuzuowenpigaidengshuxianggexingfuwu，shitucongxuexipingbanshichangfenyibeigeng。

buguocongsuihoucaibaoxiaoshoushujulaikan，xinpindejingzhenglisihubingbuqiang。2022niancaibaoxianshi，jinguantuichulexuexijidengduokuanxinpin，dangnianwangyiyoudaozhinengyingjianyewushourutongbiyezhizengzhangle28.2%，xiangbi2021nian82%dezengzhanglvxiajiangleliucheng。jinru2023nianhou，zheiyishujuzegengbuleguan，yijiduwangyiyoudaozhinengyingjianyewuyingshoutongbixiahuale16.0%，erjidutuishiyijiu，tongbijianshao7%。

yongdamoxingfuneng，tongguogengjiagexinghua、dingzhihuadefuwu，rangaixuexijihecidianbiyiqikangqizhinengyingjianyingshoudaqi，yechenglewangyiyoudaodeqiwang。

03 村口的“野蛮人”

raner，dingshangzhinengyingjiannaizhiaijiaoyushichangde，buzhishiwangyiyoudaoyijia。

zai2022nian8yue，kejibufabude《guanyuzhichijianshexinyidairengongzhinengshifanyingyongchangjingdetongzhi》zhong，zhinengjiaoyujiubeinarushoupishifanyingyongchangjing。zaizhengcedeguliheguangkuoshichangkongjiandexiyinxia，yuelaiyueduodeqiyekaishibuduanyongru，yejiuyiweizheyuanbenkenengshuyuwangyiyoudaodezhinengyingjianshichangfene，zhengzaibeikuaisudiguafen。

yijingzhengzuiweijiliedeaixuexijiweili，zi2019niankedaxunfeilvxianxiangdazhongtuichuzheiyichanpinhou，budanxiyinlexindongfang、xueersi、zuoyebang、yuanfudaodengxiridejiaopeijutouxiachang，bubugao、haojixing、dushulangdengzaixianxiaqudaojijuyoushidechuantongxuexiyingjianqiyeyefenfengenjin，shenzhilianhaier、chuangwei、tcldengjiadianqiyedouyouzijidexuexijichanpin。

jinguanqizhongqueyoubufenmohugainianjiangputongxuexijidangaixuexijishoumaide，danyebufayou“zhencaishixue”deqiye，suoyituodedamoxingsihukeyiyuwangyiyoudaoyijiaogaoxia。

shouxianshikedaxunfei，genjucaibaoxianshi，jinnianshangbannianqilaizizhinengyingjiandeshourudadao5.7yiyuan，tongbizengzhang19%，qixiadexinghuorenzhidamoxingfabuhou，jinnian5、6yue，dazaixunfeixinghuorenzhidamoxingdexunfei aixuexijigmvfenbiezengzhang 136%he 217%，shitouxiongmeng。zhideyitideshi，qixinpint20 pro，dingjiagaoda9999yuan，pingyijizhililagaoleaixuexijidetianhuaban。

图片来源：科大讯飞发布会直播截图

ciwai，baiduqixiadexiaoduxuexijizebenjiushi2022nianguoneichuhuoliangdiyi，rujinyoulewenxinyiyandamoxingdejiachi，nengligengshiyouledafutisheng，aikouyulaoshi1dui1fudao、quankeaizuoyezhushoudenggongnengfenfenshangxian。

haiyoutongyangzaoshou“shuangjian”zhengceyingxiangdezuoyebang、haoweilaimenyedoukaishizaidamoxingshangfali。haoweilaishangxianleshuxuelingyuqianyijidamoxingmathgpt，zuoyebangtuichuleweijiaoyulingyu“liangshendazao”defugaiduoxueke、duoxueduan、duochangjingdeyinhedamoxing，anzhaoguihua，suihoudoujiangluxuzaigezideaixuexijidengzhinengyingjianzhongshixianyingyong。

zheiyeshirangwangyiyoudaohengangadeyijianshi，jinguanjiangziyuedamoxingdingweichengle“changjingweixiandejiaoyuchuileidamoxing”，danzaishijiyingyongshi，sihubingmeiyouyujingzhengzhelakaimingxiandechaju，yehennanzhaodaoyujingpindebileihequgezaina。

yiwangyiyoudaozaiziyuedamoxingfabushi，zhezhongjieshaode“liudachuangxinyingyong”weili，buguanshixunirenkouyujiaolian，haishiaizuowenzhidao、yufajingjiangdengdeng，douchengbushangshi“zhen·chuangxin”，muqianzaishoudexunfeixuexiji、xiaoduxuexiji、360xuexijidengdeng，dounengshixianleisidegongneng，bicidechabiesihujinxianzaibutongdebiaoshufangshihetuiguanghuashushang。

genggangadeshi，xiangbiziyuezheiyangde“chuileidamoxing”，bufenyingyongletongyongdamoxingdezhinengyingjianchanpin，haijiaruleaibiancheng、aichuangyihuabandengdenggongneng，duijiazhanghehaizidexiyinlisihugengshengyichou。yuanbenshixiangyaokaodamoxingtuwei，danmuqiandeqingkuangshi，wangyiyoudaosihuyoujiangzhongxinxianrudaoyudangniank12zaixiankechengleiside，zhinengyingjiandetongzhihuaneijuanzhizhong；xiangyaotigaoshichangfene，shifouyouhuizhongzou“yiyinglihuanguimo”delaolu？

lingyigezhidesikaodewentishi，duiyuxiangwangyiyoudaozheiyangchanpinyingyongfanweijuxianzaimouyilingyudeqiyelaishuo，shifouyoubiyaotourudaliangrenliwulilingqiluzaokaifazizhude“chuileidamoxing”，zhideshangque。leisideqingxingxia，guowaidezaixianjiaoyupingtaiquizlet、khan academydengdengdouxuanzelezhijiejieruchatgptzheiyangdetongyongdamoxingqukaifachanpin。

jiuzaibujiuqian，quizletganggangjiaochuleyifenqiangjingdeerjibao：rihuoyueyonghuzengzhang62%、yingyeshouruzengzhang44%。meiyouzijidedamoxing，sihaoyemeiyouyingxiangzibenshichangduiyuqiderenke，bannianduolaigujiayishixianlefanbeizengzhang。

zai9yue5ride2023baiduyunzhidahuishang，jin2022nianjiutouru214.16yiyuanzuoyanfadedebaiduceoliyanhongyebiaodaleleisiguandian。zaitakanlai，leisiwenxinyiyanzheiyangdedamoxingbenshenbuzhijiechanshengjiazhi，jiyujichudamoxingkaifachulaideyingyong，caishimoxingcunzaideyiyi，guliqiyezaiwenxinyiyandejichushangkaifachanpin。

shangqijituandongshizhangcengyi“yaobalinghunzhangwozaizijishouzhong”weiyou，jujueyuhuaweizheiyangdedisanfangchangshanghezuozidongjiashi；zuoweiwangyiqixiamuqianweiyiyijiadulishangshidegongsi，wangyiyoudaojianchiziyan“ziyuedamoxing”，huoxuyeyouleisidegulv。danshi，zheiyejiuyiweizhe，gengdadetouruhegenggaodechengben，duiyuyijiajiang“fazhanyewudetongshigaishancaiwuzhibiao”dingweiniandumubiaodegongsilaishuo，keyiqudayingyukedaxunfei、zuoyebangmendezheichang“damoxingzhanyi”ma？suizhezhinengyingjianxuqiufanghuanhexingyejingzhengjiaju，yijinglianxukuisunduoniandewangyiyoudao，zaidamoxingde“jiachi”xia，hainengzouduoyuan？

参考资料：

1、《“一条腿”走路，网易有道硬件迷途》， 极点商业评论

2、《中美教育大模型冰火两重天》， 阿尔法工场

3、《2022年中国教育智能硬件市场与用户洞察报告》 ，艾瑞咨询