文｜节点财经 三生 

yanxiachuangtouquanheaidamoxinglingyunaodefeifeiyangyangdeyuezhianmian“zhongcai”shijian，yangzhilinfawenhaiyuanleshijianshimo，litingxianruzhengyixuanwodezhangyutongdetongshi，duizhenggeshijiandeshifeiquzhiyezuoleshuoming。

guanyuchigumeiyoupiludewenti，zheishigebanshangdingdingdeliuchengxiaci。danhaiyouyigezhongyaoshishi：xunhuanzhinengjilaogudongmenzaiyuezhianmianchiguduoshao，shiyikaishijiuqiaodinghaode，jichaifenzaiqian，zhangyutongchiguzaihou，yejiushiyangzhilinsuoshuode“xianghuduli”。buguanzhangyutongzaihoumianshifouchigu、chiduoshaogu，qishidoumeiyouyingxiangdaoxunhuanzhinengjilaogudongmendeliyi。     

zheichangyouzhongguoxianggangzhongcaiansuoxianqidefengbo，bujinguanhuyuezhianmianweilaidemingyun，yehenyoukenengchengweikejichuangtouquandelishixingshijian。

01 麻烦的源头：Kimi火了

qishi，zaiaidamoxingzheitiaosaidaoshang，yuezhianmianchuanglideshijianbingbusuanzao。

openaizheizhongguowaiduishoubusuan，zaiqichuanglizhiqian，guoneishichangyeyiyongchubushaodamoxingchanpin，geluhulianwangdachangdouzaimoquancazhang，zhunbeizai“baimodazhan”zhongdaxianshenshou。

wulunshibeijingshilihaishituanduimingqi，chuangyezhichu，zilishangqiandekimizaihenduofangmianbingbuzhanyou。danshi，shizhijinri，womenkandaodejieguoshi，kimiyijingyongyouledaliangdezhongshiyonghu，chengdeshangshiguoneidamoxinglingyude“danghongzhaziji”。

genjuaichanpinbangdezuixinshuju，11yuefenshi，kimiwangzhanfangwenliangyichao3200wan，zaiguoneitongleichanpinzhongweiliediyi。

guanfanggongbude10yuekimiquanpingtaiyuehuoyonghuyijingchaoguo3600wan。jiuzaibujiuqian，kimiquanmiankaifangyizhounianshi，kimizhengshifabuxinyidaishuxuetuilimoxing，nenglizhijieduibiao openai o1xilie。    

yuezhianmiandekimiyanranyichengweizhongguoduikangtaipingyangduianopenaidedaibiaozhiyi。

duiyuputongyonghulaishuo，shiyongkimizheigechanpinhenkenengshizaijinnian3yuezhihou。danzaicizhiqian，kimiheyuezhianmianjiuyijingzaitouziquanhuoleqilai。

2024nian2yue，yuezhianmianwanchengleyilunchao10yimeiyuanrongzi，cilunrongziyoualibabalingtou，hongshanzhongguo、meituan、xiaohongshudengcanyuqizhong，touhouguzhi25yimeiyuan（yueherenminbi180yiyuan）。

cilunrongzizhihou，yuezhianmianyiyuechengweiguoneidamoxingsaidaoshangguzhizuigaode“dujiaoshou”。erzaicizhiqian，chudaogengzao，qiegengzhongshitobshichangdezhipuaiheminimaxdeguzhidouyiyueguo16yimeijinmaixianggenggaodeguzhi。

keyishuo，cicirongzizhiqian，kimizaijingzhengzhongbingbuzhanyou，youchujudeweixian。ersuizhealiruju，tengxunyejinsuierzhi，zijinshilidazhangdekimicaideyifangkaishoujiao，zuizhongzouxiangchuquan。

danshi，yezhengshibansuizhekimiheyuezhianmiandebaohuo，mafanjinsuierzhi。 

02 错过一个月，错过一个时代

congshijianxianshangkan，2023nian3yuezhiqian，chatgptdaidongdeaidamoxingsaidaobaohuo，gefangdouzaizhengqiangshijianruchang。

2023nianshangbannian，yuezhianmianhuodelechao2yimeiyuandetianshilunrongzi，bishiguzhiwei3yimeiyuan。liuqiyuefen，yuezhianmianhuodelaizimeituanlongzhu、lanchichuangtoudengtouzifangdealunrongzi。

daole2023nian10yue，yuezhianmiantuichulequanqiushougezhichishuru20wanhanzidezhinengzhushouchanpinkimi，gongsikaishipoquan，alidengdachangdetouzijinsuierzhi，guzhikaishibaozhang。

congrongzihefazhanlichengbunanfaxian，yuezhianmiandefazhanjiezoufeichangzhikuai，zhisuoyirucizheji，jiuzaiyuaidamoxingchuangyedechuangkouqifeichangduan。

duici，yangzhilincengzaijieshoucaifangshibiaoshi，“women2023nian2yuekaishijizhongzuodiyilunrongzi。ruguodelay（yanchi）dao4yue，jibenmeijihuile。danruguo2022nian12yuehuo2023nian1yuezuoyemeijihui，dangshiyouyiqing，dajiameifanyingguolai——suoyi，zhenzhengchuangkoujiushiyigeyue。”    

cuoguozheiyigeyue，kenengjiucuoguoyigeshidai。

chenggongheshibaiqishiwangwangzhiyouyixianzhige。zheizhongqingkuangxia，liuchengshangchuxianyixiebuwanshanjihunanyibimian。xianzaideyulun，jiushichuangyezheweicifuchudedaijia……danruguozairangtamenxuanyici，kongpahaishiyaoxianbagongsiganchenglezaishuo。

wanmeidechengxubuzhoushi，yuanyoutouzirendegudonghui、suotougongsidedongshihuichengxuquanwan，ranhouxinxiangmufenlichuqu，hexinrenyuanzaiquanzhiqugan。

zheishilixiangzhuangtai，danjihuibudengren。dengzheibianshenmechengxudouzouwan，kenengyiniandouguoqule，huanghuacaidouliangle，haichuanggeshenmeye？

ciwai，haiyouyigezhengyidianjiushizhangyutong，yeshicuoguogentoudelaogudongmenjiuzhubufangdeguanjian。

zheilishouxianyaomingquedeshi，xunhuanzhinengheyuezhianmiandefenchaifanganzaiqian，chiguzaihou，buguanzhangyutongnaduoshaogupiao，doubugaibianlaogudongdeliyi。

qici，dangshimeiyoupiluqueshicunzaixiaci，danzhangyutongzaiyuezhianmianderongzi、zhanlveheyewufazhanzhongfahuileguanjianzuoyong，erqietadegufenyebushiyicixingshouyu，ershiweilaiduonianchixugongzuodeduijia。

zheilihaishiyaofenqinglixiangzhuangtaihexianshiqingkuang，jieyongpengyouquanliyiweitouzirenpengyoudeguandian：

“shizhishang，suoyougudongdoutongyile，yutongzheiyipiaomeiyoujuedingzuoyong，yangzhilin"huilu"tameiyouyitu、yueanjiyutongde14%，kandebushiyutongzaijinshajiangdezhiwu，ershiduitajiaruyueanzhihou、nengjiyueanzaiweilaidailaijiazhide“duijia”，xuyaosinianlaizhengminghefenqishouyu。ruguofeiyaokoushang“maoni"erzi，neidajiamomoliangxin，youduoshaorennengzaizhaozijixiayigejihuideshihou，zuodao“buqilvzhaoma"?hekuangyutongzuoweijinshajiangzhuguanhehuoren，likaijijintuonidaishuijianzhishibukebimiandeshi。vcpe，chuangyegongsiweilerangjijintouziziji、jixiangmufuzerenhuikoucaishizhiwutandu。”     

shuodaodi，haishiyinweiyuezhianmianhekimihuole。

zhengrulingyiweitouzirensuoshuo：“shuangfangmaodunzhuyaojiyuyuezhianmianguzhidazhang，danjijiajigouweinengcantoudeluocha。”“youqishidanglplaiwendeshihou，tamenxuyaojigejiaodai。”

zheiyexukeyijieshijinshajiangchuangtouweidaibiaodelaogudongmenweishenmexuanzezhongcai，erbushizhijiequfayuan，yinweizhenggeguochengzhongyoumingxianwentidedifangbuduo，zouzhongcailiuchengzhang，shuangfangdetanpankongjianbijiaochongyu。zuihoudejieguo，dagailvshibicishangliangchuyigemanyidepeichangjinehuozhepeichanggufen，lejiezheichangfenzheng。

03 纷争可休矣，未来更重要

qishi，zaixunhuanzhinengheyuezhianmianzhijian，hennanyongsheikuiqiansheilaijieding。

2023nian2yue，yangzhilinheqiangongsixunhuanzhinengceochenqicongdachengleyizhi，yuezhianmiandanduchengligongsi，xunhuanzhinengwuchanghuodeyuezhianmianyidingbilidegufen。

di2geyue，meiguoyinxingjiefashengleyijiandashi：guiguyinxingpochanle。

dangshi，youyuxunhuanzhinengdedabufenxianjindoucunzaiguiguyinxing，gongsiyiduxianruxianjinliuweiji。zhengshizaizheizhongqingkuangxia，yangzhilinbangmangduijielesanjiayuanyizaigongsidiyilunrongzishijiugoumailaogudejigou，bingtongyixunhuanchushoushubaiwanmeiyuanyuezhianmianlaogulaihuanjiexianjinliuweiji。    

keyishuo，yangzhilinduixunhuanzhinengchushouxiangzhuyijingshixiangdang“zhangyi”。danrenshengdiaoguidedifangjiuzaiyu，laogudongmenduiyuezhianmianfaqidezhongcai，zhengshijiezhulexunhuanzhinengzheikuaitiaoban。

yangzhilinyudaozhongcaifengbodeshihou，jijiameitouxingongsidelaogudong，duizheiduanlishijiuxuanzexingyiwangle。

duici，yangzhilinbingmeiyoutaiduobaoyuan。tazhenzhengzaiyide，shiaishidaishaozongjishidejihui，shijingzhengduishoumenzainizhuiwogan，sheiyerongbudefancuo。

“zaiwomentaolunzheigewentideshihou，dayangbiandetuanduizhengzaifabuxindeaichanpin。”tazaihuiyingjieweishuo。

他的担心显而易见。

12yue5ri，openaiguanxuanjiangzaijiexialaide12tianneiliankai12changfabuhui，xiangwaijiegongbuzijidezuixinjishujinzhan。qizaifabuhuishangtuichulechatgpt o1heo1-pro，qizhongo1-prodingjia200meiyuan/yue，chengweimuqianailingyuzhongzhenduigerenyonghuzuiangguidedingyuefangan。

openaiyouzaibieshenmedazhao？quanshijiesuoyoudeaijishugongsidouganshoudaolejinzhang。    

yangzhilinzaihuiyingzhongqiangdiao，dangqianzuizhongyaodeshi“hetuanduijixuquanliyifubakimidejishuhechanpinzuohao。”bingchengnuotuanduijianghui“yeyijiridizhandou”。

buyaorangduanqideliyifenzheng，danwuleduiweilaichongmanmengxiangdeai“dujiaoshou”。