界面新闻记者 | 于浩 李京亚

界面新闻编辑 | 文姝琪

2023niannianzhongyilai，damoxinglingyuchuangyezhefrankjiechuleershiduogetouziren，tafaxianyouyiyuangoutongdebuguosanwuge，qitarenzhishilailiaoliaotian。

“tamenmeiyouchushoukongjian”，frankhuiyishuo。

jingliguotaiduowuxiaogoutonghou，frankyibuzaiduirongzibaoyouqidai。tajiangchanpinfangxiangzhuanweiqiyefuwu，mubiaomianxianghaiwaishichang，xiwangnengzhijiezhuanqian。

frankyuanbenzuodeshiyigezhijiemianxiangxiaofeizhederengongzhinengchanpin。2023nian3yue，tadaizhezheigexiangfazaiqijichuangtandeshanghaibangongshilijiandaoleluqi。luqicengjiuzhiyuweiruan，shiguigudiweizuigaodehuarengaoguan，xianzaizhuanzhuyuchuangyefuhua。

zaijucude20fenzhongshijianli，frankxiangluqijiangshulezheigeyupengyoumentounaofengbaodechude“shangbuchengshudexiangfa”。lingtayiwaideshi，luqifeichangzhichita，bingjianyitamenjiangchanpinfangxiangwangdayuyanmoxingkaolong。

zaicicitanhuadeshugeyuezhiqian，openai ceo sam altmanzaixinaoerliangjuxingdeneuripsjiqixuexidahuishang，shoucifabulechatgptdezaoqiyanshi。zheikeshizijiqideshuihuaxunsuyingxianglequanqiukejichuangtouquan，yerangputongrendiyicilejiedao“damoxing”zheigeci。

luqizhudongchengweidayuyanmoxingdebudaozhe，zaitakanlai，zheiyiciai（rengongzhineng）jishuheshangyejiehedejinhuasudu，zijizhizai1996zhi1997niandehulianwangchanyezhongganshoudaoguo。

weizheiyiciailangchaoerjidongdebuzhiluqi，yingweidaceohuangrenxunzai3yuegaohuaiyinglaile“iphoneshike”。suihou，guoneiruwanghuiwen、wangxiaochuandenghulianwangshidaidefengyunrenwufenfenxiachangchuangye。gejiatoubufengxiantouzijigoudoukaishizaineibutuiyandayuyanmoxingshengtaideweilaifangxiang。

chenjiyijiudechuangtouquanzhongyuyinglailexindexingfendian，genjuhuaxingzibenneibuduiyijishichangdediaoyanshuju，2023nianqiansanjidu，zaiailingyuchushoudejigouyichaoguo80%。

dayuyanmoxingdechuxianrangwushucongyezhemenkandaolegaibianmingyundexinjihui。danshi，zhanzai2024niandechushihuiwang，damoxingdefengkoubingmeixiangrenmenxiangxiangneiyang，rang2023niandechuangtouquanzhongxianguoqushiniandefanrong。

1

shishishang，zaozaifrankjiyizhongchuangyezhesharudamoxingchuangyedeyinianduoyiqian，guoneijiuyoutouzirenhechuangyezhedingshanglezheiyilingyu。

2022年春节，明势资本合伙人夏令与大模型创业公司MiniMax创始人闫俊杰吃了一顿晚饭。相互交流之后，闫俊杰很认可夏令对AI行业的理解。夏令意识到MiniMax已经开始挑选投资人了，明势随后也顺利成为MiniMax的早期投资人。

2022年6月，夏令带着某头部互联网公司创始人去见闫俊杰，并跟MiniMax的ABAB大模型二代产品对话交流。“屏幕对面的这个AI和你以前接触的已经截然不同。”夏令说。这位创始人问了自己感兴趣的文学、哲学和时事问题，并在“谷爱凌为什么回到美国”一题上，得到了非常满意的回复。

dangshizhengchuyuxingyeqiaoranshengbian，jijiang“fantianfudi”deshijiandian。bishiopenaidongzuopinpin，fabuledall·e 2dengduokuanmoxing，kaishiyinfaguoneitouzizhedeguanzhu。danhaiyaoguohaojigeyue，openaicaihuifabuyinbaodazhongshichangdechatgpt。

zhipuaiyeshizaineigeshihoukaishibeitouzirenzhuipeng。yinweitaihuobao，alunbianrujudedachencaizhishenzhicuoguolezhipudeblunrongzi。“jiaogesudutaikuai，lingtouvcnadeeduguogao，womenyejiubumafanle。”dachencaizhidongshizongjinglizhangyingjieshuo。rujin，zhipuaiyijingdiedaidaodisandaichanpin，fazhanxunmeng，guzhiguobaiyi。

toubudamoxingchuangyegongsideguzhizhangdefeikuai，zheikaishirangyixietouzirengandaohaipa。tengxunzichenglihoudaodadao10yimeiyuanshizhiyongleliunianshijian，erbaichuanzhinengdeguzhizaichenglidediliugeyuebiandadaole10yimeiyuan。canyuderencoufenzi，buganduzizaqian，meicanyuderenyouhenpacuoguo，suoyourendoujiaolv。

回望千禧年至今国内互联网产业的发展历程，创投圈曾有长达20年的高歌猛进：PC互联网时代红利下，腾讯、阿里巴巴抓住社交、电商等新商机掘到第一桶金；智能手机和移动互联网的普及，也成为了抖音、美团、滴滴denghoulaijueqidebiyaoyinsu。jintiande“chaojiyingyong”wuyibushizhuazhufengkoudeshenglizhe。

danjinnianlaidegongshishi，hulianwangxunsuzaofudeshidaiyijiejinweisheng。chuangyegongsiderongzisuduyuguzhinenggoufanyingzheiyiqushi，genju《caijingshiyiren》buwanquantongjihediaoyanshuju，2022nianzhongguoxinzengdujiaoshoushuliangdayuewei40jiashangxia。er2018nianzhi2020nian，zheigeshujufenbieshi156jia、137jia、111jia。

dayuyanmoxingdechuxianrangchuangyezhemenzaicikandaolegaibianmingyundejihuichuangkou。zaiyuanjingzibenliuyirankanlai，jiuxiang“pc+windows”、“zhinengshouji+caozuoxitong”banyanlehulianwangshidaidedicengjishuzhan，dayuyanmoxingzaidangxiabanyanzhetongyangzhongyaodejiaose。

zhongyaoxingrenjinjiezhi，dandayuyanmoxingjiqikaoliangtouzirenduiyuchushoushijidepanduan。tebieshiqunianyilai，touzirenquanpubianrenwei，toujichudamoxingxuyao5000wanqibu，mingnianzehuigenggao。

2023nian，agihedamoxingchuangyechengweiguoneiyijishichangweiyinishishangyangdesaidao。genjuhuaxingzibendediaoyan，jiejin80%deyixianjigouzaigailingyudouyouchushou，chushoulunciyialunzhiqianweizhu，bizhongshangyimeiyuanheshuangbijijinweizhugoucheng。

anzhaojiagoucengcihuafen，damoxingsaidaochuchuanggongsicongxiazhishangkefenweisuanliceng、jichuceng、moxingcengjiyingyongceng。

zuishouguanzhudemoxingcengzhuyaobaokuotongyongdamoxinghexingyedamoxing。tongyongdamoxingjingzhenggejuchuding，chulezhiminghulianwangdachangzhiwai，diyitiduidegongsiruzhipuai、baichuanzhinengdeguzhidoudadaoledujiaoshoujibie，tamendaduoshouwo20yidexianjin，jubeiyudachangjieduanxingjingzhengdeshili。

xingyedamoxingdejueqishilingyigeburonghulvedexianxiang。qibeihouluojishiyixieyouxingyejileidegongsizaijierutongyongdamoxinghou，liyongzhuanyeshujujingdiao，zaijinronghefawudenglingyuqudelebucuodebiaoxian，bingkaishiyutoubuchangshangjingzhukehu，ziranyuyanchulinlplingyudezhuiyikejiyijishangjiankejishiqizhongdaibiao。

jichuceng（ai infra）dereduyebuxunse，muqiangaicengshangwumingquedingyi，jibenrenweishijieyusuanliheyingyongzhijianyongyuzhichenghejiaofumoxingdegongju，xiadaotongxin、tuiliyouhuadeng，shangdaozhongjianjian、shujukudoushuyujichucengfanchou，youyangchuangbandeluchenkeji，yuanjinhuideoneflowyijiwuwenxinqiongshiqizhongbijiaotuchudedaibiao。

yingyongcengdechuangyejitourongziredulveweixunseyumoxingcengyujichuceng，qieyumeiguochajujiaoda，yuanyinshiquanxindeaichangjingshangweiwanquanxingcheng，erqieyingyongcengduidicengmoxinghejichusheshiyilaichengduhengao，duomotai（tuxiang、shipindengduomeitixingshi）shicijiandeyanjiuredian。

xiangjiaomeiguo，woguozhengjinglizhecongmoxingcengdaoyingyongcengdezhuiganjieduan，danxianyoudeyixiemoxingcanshuguimoyiranjiaodi。

2

frankbenyiweizheiyilundamoxingchuangyerechaonengyizhihuorexiaqu，dandao2023nianxiabanniandajiaturanfaxian，xingshibianle。nianchu200yujiahaochengzuodamoxingdechuangyegongsi，zaishimianshangjinsheng20yujiahuoyuezhe。

“quniannianzhongdajiapubianfaxiandamoxingchuangyezheishimeineimehaozuo。buguanshixunlianxingyemoxing，haishixunliantongyongmoxing，doubushiyimenhenhaodeshengyi。”qiyejishengchengaipingtaihouziwuxianceoyinbohaogaosujiemianxinwen。

zuidadezuaiyuanyujishuchaju。gpt4dechuxianlagaolesuoyourendeqidai，tashiopenaigongsizai3yuefenfabudeduomotaidayuyanmoxingchanpin，tachulitupianhewenzidenengliyouchaochuleyeneiyuqi。

kedaxunfeidongshizhangliuqingfengcenggongkaibiaoshi，guochandamoxingzaifuzazhishituili、xiaoyangbenkuaisuxuexi、chaozhangwenbenchuli、kuamotaitongyilijieshanggengpt4haiyouchaju。youchuangyezhezhuanmenceshiduibileguoneizhuliudamoxingchanpinyugpt4，dedaodejielunshi“youhendajinbukongjian”。

erweilezhuiganjishu，jichudamoxingdetourushijudade。juinformationbaodao，openaizai2022nianyingshoujinwei2800wanmeiyuan，kuisunzegaoda5.4yimeiyuan。tanengchixujinhuabeihoukaodeshiweiruandezijinhesuanlizhichi。

suoyi，guoneidamoxingchuangyegongsimianlindeshouyaonantishi，ruhezhaodaoxiayilunrongzi？yijingrongdaoqiandetoubugongsizanshibuhuang，erqitarongbudaoqiandezhinenglichanghuozhelingxunfangxiang。

oneflowyiliukejichuangshirenyuanjinhuijiuwanzhengjinglilezheiyilunrongzihuanjingdebianhua。quniannianchuxingyedare，tadegongsijituanduibeiwanghuiwendeguangnianzhiwaiyiyue2yimeijindeguzhishougou。guangnianzhiwaijieciyouhuorongzi，kaishilechuangyekuangbiaozhilv。

danyouyuwanghuiwenturanbingtui，meituanzuihoujiepan，yuanjinhuibujiuzhihouxuanbuledanduchuangyedexiaoxi。danzhuantoujiupengshanglexingyezhuanleng，youfachengqixingongsirongzijinzhanbingbushunli。zhidao1yue2riwanjian，yuanjinhuidexingongsiguijiliudongcaifuchushuimian，jujizhelejie，qiyihuodeletoubuzibenruchuangxingongchangdetouzi。

duitouzireneryan，dicengdamoxingdezibenxiaolvhendi，vcdeqianhennanyouliganjianyingdexiaoguo。yuanbuxiangyidonghulianwangshiqi，kaoshangbaiwanrenminbizaoqitouzibiannengduchuyigehaoxiangmu。

zaiguanchalejinyinianzhihou，cengjingtouzhongxiaomidemouzhimingtouzirenzuizhongbingweichushou，“womenzaidamoxingshangyuanlaiyougekouhao，‘zhenaishengming，yuanlidamoxing’。”

damoxingshengtaidebuquedingxing、meiyuanmuzishouxian、bufenjigoujinrutuichuzhouqidengdengyinsugongtongdaozhileguoneidamoxingtouziyourezhuanleng。jufeifanzibenzhenglishuju，2023nianshangbannian，zhongguoshengchengshiaixingyerongzizongewei73.99yirenminbi，zheidayueshitongqiguigurongziede7%。

3

yunianchu“tiantiangongyegeming，yeyewenyifuxing”deshengkuangxiangbi，damoxingsaidaodecanyuzhemenzai2023nianmogengxiangshijinrulelengjingqi。

chatgptfabuzhichu，zhenggexingyedouchongchizhe“gegechangjingdouzhidezhongzuoyibian”dexingfen。zhihou，tongyongdamoxingdenenglibianjiezhubuxianxian，xingyeshangxiayoujiaosefengongyebuduanmingxi。houziwuxiandechuangshirenyinbohaojiangzheiyibianhuagaikuowei，xingyecanyuzhezaibuduanmoqingzishenyewubianjie。

yidonghulianwangshidai，bianjieshiweijigandedaimingci——chengrenbianjie，yiweizhechengzhangtingzhi。zaijieshou《caijing》zhuanfangshi，miandui“meituandeyewubianjiezainali”dewenti，wangxingcengjingdehuidashi：“wanwuqishishimeiyoujiandanbianjiede，suoyiwoburenweiyaojizijishexian。”

shelibianjie，zhizuo“xiaoermei”dechangshizaishanggeshidaidagailvhuimianlinbeijianbing、beipaoqidejieju。pingtaijingjideluojixia，guimojiushihuayuquan。

xianzaidamoxingsaidaodexianzhuangxianranyuzheiyilinianbeidaoerchi。zhaozhunzijidedingweihebianjie，xianshengcunxiaqucaishidiyiweide。

zaizheiyinianzhong，moxingcengdechuchuanggongsiyifangmianzaijixuzhaoqian，lingyifangmianyaokuaisuzhengmingzijideshangyehuanengli。birutiaoxuanjigeshichangguimoxiangduijiaodadesaidao，shituxianrangshaoshutoubukehuxuanzeziji。

“ruguonengyouduibiaogpt4denengli，bingqienengsiyouhuabushu，guoneihaishihuikehuyuanyifufeide。2000wanzhi5000wanzheigejiaweiqujiandoushiyoukenengde。danshiruguozhiyougpt3.5deshuipingkenengjiuyouwentile。”shangjiankejilianhechuangshirenliyushuo。

zheidaozhidedianxingdekunjingshi：nianchushi，yijiaguoneitoubudamoxinggongsijikehusiyouhuabushudebaojiashiqianwanyuanqibu。ranerzaiguolebannianzhihou，zheiyibaojiazhijiebeikanzhiershifenzhiyi，youqianwanjibianchengleshushiwan。“dajiakaishiyishidaodamoxingmeiyouneimeshenqi，bunengbaozhibaibing。”yiweiyeneirenshishuo。

erduiyuyingyongcengchuchuanggongsilaishuo，zairongziyulengdedabeijingxia，ziwozaoxueyebeishizuoguanjian。yezhengshiyinweidajiazaihuaqiankuozhangshangdouhenjinshen，mataixiaoyingbuzaimingxian，chuangyezheyebuqiangqiushichangfene，ershiyaozhaozhunzijideyewufangxiang。

youyuxiangduigengkuansongdejianguanjigenggaodeyonghufufeiyiyuan，chuhaichengweileyixierendexuanze。yiweizhuanzhuchuhaidechuangyezheduiciyouqinshentihui，zaibaxi、agentingdenglameishichang，yonghuduishipinzhinengjianjizheileichanpindefufeiyiyuandouyaogaoyuguonei。guoquouershuapingdeyixieyingyongcengdamoxingchanpin，ruheygen、chatpdfdengyejunmianxianghaiwai。

ruguoshuo，shangyidaidechuangyezhemenkeyizuoyongrenkouhongli，neizheiyidaiderenkouhonglixuyaochuangyezhemenzhudongxunzhaohekaituo。yeyoubushaochuangyezhegaosujiemianxinwenjizhe，suiranxianzaibiyidonghulianwangshiqichuangyegengnan，dantamenrenweixianzaidezhuangtaicaishigengjia“jiankang、zhengchang”de。

“zhongguorenzuoderuanjianshiyoujihuimaijiquanshijiede，zheijiushiwomenzheiyidaidejiyu。”zuoweiluqitouzidechuangyegongsiceo，yinbohaoyanyuzhizhongxianluchuxinyidaijishuchuangyezhedezixin。

fengruizibentouzihehuorenchenshicong2023niannianchukaishijizhongguanzhudamoxingyingyongcengxiangmu，zaijiechuzhongtamingxianganjuedao，xiabannianchuangyezhemenbiande“chengshulehenduo”。yifangmian，yuyanmoxingdenengli、xunlianfangfadengzhishikuaisuzaichuangyezhequntilikuosan。lingyifangmian，haiwaijiguoneidechenggonganliyerangchuangyezheyoulegengduocankao，duijishuluodidesikaobiandegengjiachengshu。

neixiezuicongmingdeyingyongweilaishifounengnadaozuigaodeshichangfene，dayuyanmoxinghuifoujinrucunliangjingzhengdaozhidelirunxianjing，sheihuichengweijichudamoxingdezhudaozhe、sheiyounengdangangzuizhongyaodexiezuofang，duomotainengfouchengweiaishangyehongtudeqidian，renxingjiqirenyounengfouchengzaidamoxingdezuigaoxiangxiangkongjian？zheixieguanjianwentihuibansuizhedamoxingdejishuyanjinermanmanzhanluchuxiangduichengshudedaan，danshijiankenengxuyaosandaowunian。

yigeshishishi，xiangdamoxingzheiyangqianyandekejichuangxin，wangwangdoushijietishiyuejin，dingjitouzirenyehennanyucezainayijieduannengdadaodaguimofanhua。yizidongjiashiweili，qijingguojishuluxianheshangyemoshideduolundiedai，yecaizai2023nianniandikuajinlel3jibieliangchandemenjian。

zaishucirongziweiguohou，yijiadamoxingchuchuanggongsidechuangshirenzhunanzaiciyushujiaguoneitoubufengxiantouzijigoujiechu，danyiranmeiyoudaihuihaoxiaoxi。taanangaojiezijixiantingyiting，renzhenkaolvshoutoudeqianhainengchengduojiu？tuanduihainengbunengweichixialai？

suihou，tazaipengyouquanxiexiazheiyangyiduanhua：shichangxingqingdexiaxinghuirangdaduoshuvcwuzhuqianbao，danduiyuzuozhenzhengyoujiazhideshiyedechuangyezhelaishuo，zheishiyicifeichanghaodexunlianjihui。zheizhongxunlianyuezaoyuehao，yuezaojieduanxuehuiruhegaoxiaoderongzi、xuehuizuidachengdushangtigaorenxiao，bichenzhefengkoupaodaohouxuluncihouturanrongbudaozi，quefaxianzijimeiyousharongzihedaiduibenlingyaohaodeduo。

zheihuoxudaibiaolexiangdangyidabufendamoxingchuangyezhedezhuangtai。congdamoxingdejishufazhanjinchenglaikan，tamenchuyulengjingdanjiankangdezhouqizhizhong，yuyidonghulianwanghuangjinshiqidebiandishenhuabutong，damoxingchuangyezhezhudingyaozoushangjiannanerzhengquezhilu。

（jiemianxinwenjizhezhaoyifan、yuanwenwenduiciwenyiyougongxian）