wen | 《zhongguoqiyejia》 kongyuexin

编辑 | 马吉英

11yue16ri，xianruqiantouzirenzhongcaifengbodezhujiaoyangzhilinturanchuxian，bingduiwaifabuleyikuanshuxuemoxing。

yangzhilinjiangzijideshuxuemoxingk0-mathduibiaoopenai o1xilie，zhudashenrusikao。

duiyucongbuduiwaijiangjishudeyuezhianmianeryan，zheiyidongzuoyouxieyichang。

zaichanpinfangmian，yangzhilinbiaoshitamenweilaidezhongxinyijiuzaikimishang，qiezanshiyebuhuizaituozhanhaiwaishichang。buguo，guoneito cshengchanligongjuchichinanbianxiandexianzhuang，duiyuezhianmianheyangzhilintichulejudakaoyan。

dangxia，jishudegushiduiyuzibenshichangeryan，sihuyebuzaixinggan。youtouzirenzhiyan，“zheiniantou、zheigehuanjing，yiyuezhianmianxianzaideguzhishuiping，fasha（moxing）doumeibangzhu。xiayilunyuezhianmiandeguzhizhishaoyao40yi~50yimeiyuan，sheihainengtoudeqi？”

jucanyuciciyuezhianmianfabuhuidemeitixingrong，zaifenxiangk0-mathmoxingshi，yangzhilinjihuhuashenweiyige“gaozhonglaoshi”，zaixianchangyongdalianggaokaoshuxuetimuyanshimoxingde“sikaonengli”。“tashineiyangxingfen，yizhiyuyiduzaijinshifenzhongdeshijianli，mubuzhuanjingdingzhezhuomiandiannao，bukanzhongren，chenmijiangti——xiangshibeidashuxuetiancaiweishenfuti。”

youyeneirenshitoulu，xiangbiyuguanligongsi，yangzhilinbenrengengqingxiangyuhuidaxuezuoyimingjiaoshou，zuoxuewen。“danmuqiandedahuanjinghejingzhenggejuxia，rongbudetaneimesimple。”

waijieduiyuyangzhilindehaoqibuzhiyujishuhemoxing，danduiyuxingyejingzhenggejuyijixiangguanzhengyi，zaizheicifabuhuishang，yangzhilinbingmeiyouzhengmianhuiyingyiqie。

01 拧巴的创始人和公司

2023nian10yue，yikuanzhichi20wanhanzishurudezhinengzhushoukimizhengshiduiwaifabu，qibeihoudegongsiyuezhianmianzhujianfuchushuimian，zhangwenbenyechengweigejiazhengxiangxiaofangdeduixiang。

2024nian2yue，yuezhianmianyixinyilunchao10yimeiyuanrongzi、25yimeiyuanguzhidexiaoxibeipuchushi，chuangshirenyangzhilindereduyegenzheshuizhangchuangao。jiandingdeagixintu、shicongqinghuaaidaniutangjie、lunwenyinyongchao22000ci……gezhongbiaoqianheyimeizhicitiezailezheiweidamoxinglingyuzuinianqingdechuangyezheshenshang。

2024nian3yue，zaitengxunkejidecaifangzhong，yangzhilinbiaoshi，“aibushiwozaijiexialaiyiliangnianzhaodaoshenmepmf（product market fit，chanpinshichangpipeidu，zheiyigainianzuizaoyouguiguzhumingfengxiantouzijia、wangjinggongsichuangshirenmarc andreessenzai2007niantichu），ershijiexialai10dao20nianruhegaibianshijie。”

jinnian10yuefen，youmeitipuchu，toubudamoxinggongsizhong，zhishaoliangjiazhubufangqileyuxunlianmoxing。youxingyerenshigaosu《zhongguoqiyejia》，qizhongjiubaokuoyuezhianmian。

duici，youtouzirenyerenwei，chuleshaoshugongsinenggouzuodaojimoyiti，juedaduoshugongsiyinggaizhuanxinzuohaoyingyong。“xianzaijichumoxingdeshoufeidi，nengliyezugouqiang，zhiyaozhenduizijidechanpinhechangjingzuoyouhuajiuhenhaoyongle。”tashuo。

congchengliyilai，yuezhianmiancongweiduiwaifabuhuotuichuzijidedayuyanmoxing，yebuxiangtongxingneiyangnaziyanmoxingqudabanghuochongbang。qiguanwangyexianshi，yuezhianmiandeyuyanmoxingjizuoyiranshimoonshot ai，gongjibduanapidiaoyongdemoxing，yiranshimoonshot-v1-8k、moonshot-v1-32k、moonshot-v1-128。yinianduolai，gongsiweiyiduiwaishuchude，zhiyoukimi。

2024nian9yue，yuezhianmiandechuhaichanpinohaihenoisee，beipuchujinxingleyewudiaozheng，huosuojianhebingdaokimibenshen，huocaichexiangmu。duici，yangzhilinzai11yue16rimeitijiaoliuguochengzhonghuiyingdao，jinnian2~3yuefen，tazuochulejujiaokimidejueding。“jiyuduimeiguoshichangdepanduanhewomenzijideguancha，womenjuedingbixuyaozuojianfa，erbushizuojiafa。wohuiguanchahaiwaideqingkuang，qupanduannaxieyewushangxianzuigao，jiexialaisikaonaxieyewuzuipipeiwomendenengli，jiyucizuojujiao，qubahexindechuangxinnenglizuohao。”

zaijujiaokimidetongshi，yuezhianmianzaitouliufangmianyeshidashoubi。app growingshangxianshi，kimizai10yuetoufangliangbiaosheng，20tiantouchu1.1yiyuan，jiejinqizhenggesanjidudezonghe。

danzaibufenaixingyecongyezhekanlai，yuezhianmiantouliutoudetaimeiyouguihuaxingle，gegeshejiaopingtaidoutou，“jiujingyaoxiyinnabufenyonghuqunti，ganjuetamenzijiyemeixiangqingchu”。

ciwai，yeyoutouzirenrenwei，yuezhianmianjiangsuoyouzhongxindoufangzaikimishang，haifengkuangzaqiantouliu，shibutailizhidezuofa。zaigaitouzirenkanlai，kimizuoweiyigeshengchanligongju，cunzailianggewenti：yishimeiyounianxing，congkimihuandaodoubaohuozheqitachanpinshang，shihenjiandandeshiqing，shenzhiyonghukeyiyigeshoujizhuangsansizhongapp；ershizhiyaokimidejingzhengduishou，birudoubaodeng，yitianbushouqian，kimiyeshoubushanglaiqian。“meiyounianxingdedongximangmuhuokeshimeiyiyide。”gaitouzirenshuo。

zai2024niandeyunqidahuishang，yangzhilinbeiwendao，ruguozuoweitouziren，tahuikanzhongaixiangmudeshenmezhibiao。tadedaanshi：chanpinbenshenjiazhi、chanpinzengliangjiazhi、zugoudadeshichangguimo。zaitakanlai，dauheliucunlvshizuizhongyaodezhibiao。zai11yue16ri，yangzhilinhaigongbulezuixinshuju：jiezhi2024nian10yue，kimideyuehuoyonghuwei3600wan，danduibizidai“datui”dedoubao，shuangfangyiranyoubuxiaochaju。shujutongji，doubao10yuedeyuehuowei5130wan。qie2024nian1yuedao10yue，zhongguoaiyuanshengyingyong（app）leijixiazailiangfenbieweidoubaode1.08yi、wenxiaoyande2260wan、kimide2100wan、xingyede1790wan、tiangongaide1170wan。

zaishangyehuashang，yuezhianmianyeyizhizaifali。

ciqian，kimiyechangshiguoshoufei，zhibuguozaiwaijiekanlaifangshiyoudian“chouxiang”。2024nian5yue，kimicengshangxiandashanggongneng，congyiduoxiaohonghuadaozhijiedengyue6gedangwei，jiagecong5.2yuandao399yuanbudeng。10yue，kimiyoutuichulemeitianxianyong5ci、sousuolianggengdadetansuoban，muqiansuiranbushoufei，danyouxiaoxichengkimikenenghuizaiweilaituichuvipjihua。zaito blingyu，yuezhianmianyemeiyouwanquanfangqi，zai8yuezhengshifabulekimiqiyejiapi。

jinguanyangzhilincengbiaoshibuhuiwanquanxuexiopenai，danmuqiankanlai，qigenguoneihenduodamoxingchangshangleisi，zaito b、to cdeshangyehuashangyijiuzaiyanzheopenaidelujingfali。

shangshutouzirenrenwei，yuezhianmianxuyaokaolvzuizhongruhebayonghuliuzaizijizhei，bingqienenggouzaiyonghushenshangshoudaoqian。“douyinweishenmenengzhuanqian？tatongguobutingdiyongneirongjiatuijiansuanfa，bayonghuzhenzhengliuzaipingtaishangmian，houmiancaikeyizuoshangyehuadeguanggao、zuodianshangbianxian。kimiyaoxiangchenggong，yebixubayonghuliuzaipingtaishang。dancongmuqianlaikan，zuoweiyigeputongcduanyonghu，womeiyourenheliyouyidingyaozhanzaizheigepingtaishang。”

02 并购和上市，都难上加难

gouxiaqu——zheishibushaotouzirenduiyudangxiadamoxingchuangyegongsidekanfahejianyi。

muqianxingyeneidepubiangongshishi，toubudamoxinggongsideguzhitaigaole，houxutouzirenkendingyaokaolianggongsideshangyehualujing，fouzetuichubule。

shangshutouzirenyebiaoshi，qianyilianglunrongzi，dajiahaikeyikanchanpin、tuanduibeijing，jiutoule；dandaoledisanlun，guzhishangquyihou，haishidekanshangyehuabiaoxian。jishishiopenai，sam altmanzaixinyilunrongzizhong，yezuolexiangyingdeyinglixingchengnuoheyingshouduidu。

“womenyeduibeitouqiyeshuo，nibuyaobaoyourenhehuanxiang，xianzaibushi5nian、10nianqianqianhaihenduodeshihou，nengyilunyilundirongxiaqu，nibixuzaidisanlunzhiqianzhaodaoshangyehualujing。”shangshutouzirenshuo，“yaozuohaoweilaisansiniankenengdourongbudaoqiandezhunbei，daozuihouxingyekendinghuixipai。”

tanjishangshirongzi，bushaotouzirenzhinenghuifuyigezi“nan”。

“gejiadoumeifazhengshiyinglideqingkuangxia，zhinenggenai1.0shidaiyiyang，hanwuji、birenyizhikuiyeshangle。”shangshutouzirenshuo。

lingyifangmian，haiwaishujiaaitoubuchuangyegongsibeijutoushougoudeanliyewufazaiguoneibeijiejian。“haiwaidejigebinggouan，ruguge25yimeiyuanshougoucharacter.ai，weiruan6.5yimeiyuanshougouinflection ai，zheixieyebuguoshichengbenjiashoubiantuandui，danzheidousuanshihaodechulule。”youtouzirenbiaoshi。

shangshutouzirenrenwei，guoneijishiyaobinggou，yeyaoyouxiangyingdeliyou，muqiangejiadachangdouzaizuozijidedamoxing。yitoudamoxingzuiduodealiweili，qiqianfanmoxingzuodeyebucuo；suirantoudezuiduo，danduialishuyufangyuxingtouzi。erqiealitouyuezhianmian，henduoshihoushiyisuanlilaizhifu，bingbushixianjinzhichu。

“alijiusuanxiangshougou，yejiunengshouyijia。haiwaimuqianzhiyouopenai、claude、xaisanjia，zaidamoxingchuangyegongsilingyuhaiyouyidingdexiquexiaoying，guoneizheimeduojia，ketidai、xuanzedejihuitaiduole。”shangshutouzirenshuo。

gaitouzirenrenwei，guoneizuihoukenenglianbeichengbenjiashoubiandechuludoumeiyou，“dachangwanquankeyidengzhenidaoxia，ranhouzaishoubian。yinweizheigeshichangmeiyourenhejiaosekeyitigong‘liudongxing’。”

buguo，yeyoutouzirenrenwei，duiyutoubujijiadamoxinggongsieryan，weilaijinianyebushineimejiannan，“zhangshangtouzikuandelixiyijinggoutamentuanduikaixiaole，kandaojishiren，buyaoluanhuaqian，tamenjiunengyizhihuozhe，gongsixiangdaobikenengyebutairongyi。”

duiyuweilaidezhongzhongnanti，gaitouzirenbiaoshi：“lihaidechuangyezhebujiushiyaojiejuezheixiesijudema？”

参考资料：

《月暗杨植麟，并没有回应一切》，AI燎原

《2024国内AI应用花24.5亿，搞出3个月活1000万产品》，AI产品榜