11yue29ri，zhipuaizaiqijishukaifangrishangshangyanleyimulingrenzhumudekejidaxi：lishishangshouci！aifachulediyigehongbao！

gongsiceozhangpengjinjintongguosanjuyuyinzhiling，jiurangqixiadezhinengtiautoglmkuayueweixin、zhifubaodengduogeyingyong，jixianchanghexianshangdeguanzhongfalelianggedahongbao。

zheiyimubeihou，zheshechudeshi ai agentjishudegemingxingtupo。

dangqian，chuantongdeaizhushoutingliuzaibeidongxiangyinghedanyichangjingdejiaohu，erzhipuaideautoglmyijingnenggouzhudonglijiefuzazhiling，kuayingyongxietong，bingjingzhunzhixingyonghuyitu。

chulefahongbaozheiyangdecaozuowai，jishimianduiduogefuzacaozuodechaozhangrenwu，lirudingwaimaishihengkuaduogeappbijia，autoglmyenengxingyunliushuibanzizhuzhixing。

ranerzheiyangde“jingxi”，zhishijinnianzhipuzaiaifangxiangshangjiechudezhongduo”shuoguo“zhiyi。

jinnian7yue，zhipuai daimashengchengdamoxing codegeex disidaizhengshifabu，zhichidaimabuquan、daimazhushi、daimaxiufu、daimafanyidengjichugongneng；7yuemo，zhipuaideshipinshengchengmoxing「zhipuqingying」zhengshifabu，keshengchengshizhang 6 miao，qingxidudadao 1440×960deshipin。

daole10yue，zhiputuichubingkaiyuanduandaoduanyuyinmoxing glm-4-voice，yugpt-4odeyuyingongnengyiyang， glm-4-voicekeyijinxingshishiyuyinduihua，tongshizaiqingxubiaoda、duoyuyandengfangmianshixiantupo，qiekesuishidaduan。

youcikejian，jinniandezhipu，zaidaima、duomotai、agentdengduogefangxiangshang，doujinxingle“tuji”。zheizhongquanfangweidejishubuju，zhanshilezhipuaizaizhuiganquanqiuaijutoudejuexin。

raner，zaizheikansiquanmiandejinzhanbeihou，yebumianrangrenchanshengyizhonglengjingdesikao：zaitiliang、zibenjunbujiopenaidengjutoudeqingkuangxia，ruciguangfandejishufugai，shifouhuiyingxiangzhipuzaigegelingyudeshengengchengdu？

多线进军的隐忧

congzongtishanglikai，zaijinniandeaisaidaoshang，shenwei“ailiuxiaohu”zhiyidezhipu，suiranbujushenguang，danqizaimeiyitiaozhanxianshangdebiaoxian，douxiangduibijiao“pingjun”，qichanpinfangxianggengquxiangyugensui，erxianshaoyouduchuangxingdetupo。

yizhipuzuijinfabudeqijiandamoxingglm-4-plusweili，gaimoxingdingweishiyizhongleisiopenai deo1neiyangdeshendutuilimoxing。suiranqizaishendutuili、zhangwenbenchulihezhilingzunxundengfangmianbiaoxiantuchu，qienenggouchuligengfuzadeshuxueheluojiwenti，raner，zheizhong“qiangda”bingbuyiweizhejueduideyoushi，fanerbaoluchuyixieqianzaidemaodun。

zheiyangdemaodunjiuzaiyu，glm-4-pluszheizhong“leio1”deshendutuilimoxing，shizhishangyuzhipubenshendeshengtaidingweizhijian，yijingfashenglecuowei。

yinweizhipudedingweiyuopenaizheileijutouyousuobutong，suiranzhipuaiqueshigengpianxiangyubduanshichang，danbduanshichangbingfeidanyijiegou，ershiyoubutongcengjiheleixingdexuqiugoucheng。

duigaoxingnengshendutuilidexuqiu，zhuyaolaizikeyan、gaojishuxingyehuotedinglingyu（rubianchenghuokexuejisuan），zheixielingyudeguimoxiangduiyouxian。

zhipuaidebduankehu，zejujiaoyugengguangfandexingyeyingyongdebduankehu，baokuojinrong、jiaoyu、nengyuan，tongxindengxingye，zheiyangdeqiye，gengxuyaodeshixingjiabigao、yijichengqielinghuodemoxing，erfeidongzhexuyaogaosuanlizhichideshendutuilidamoxing。

ruguoshuo，jinrugaoduantuilimoxingdejingzheng，zhishizhipuaizai“scaling law shixiao”weixiexia，yizhongzhanshihexinjishushilidebiyaoshouduan，neimezaiduomotaifangxiangshangdebuju，zefanyingleqigengshencengcide“dingweimishi”。

力所不及的多模态

zhipuaizai2024nianfabudeduomotaiyuyinzhushougongneng，tebieshiqijiyuglmxiliede“zhipuqingyan”xitong，tongguorongheshishiyuyin、shipintonghuaheduomotailijiejishu，shituzaicduanyingyonglingyutuozhanxindechangjing。

raner，yukedaxunfeide“xinghuo”damoxinghezijietiaodongde“doubao”yuyinaixiangbi，zhipuaidebiaoxianchengxianchuyixienairenxunweidemaodun。

kedaxunfeiyishengengyuyinlingyuduonian，qiyuyinshibie、fanyihechangjinghuayingyong（ruhuiyijilu、zhinengkefu）bujinchengshu，erqiezaishijichangjingzhongyoulianghaodeluodilv。zijiede“doubao”zeyituoqiangdadeneirongshengtai，juyoujiangyuyinaiyingyongdaoshejiao、yuleheduanshipinshengchengdengxiaofeijichangjingzhongdeqianli。

zaishengtaibujujunbururendeqingkuangxia，zhipuaideduomotaiyuyinzhushou，querengweinengtixianliangyandechayi，qishipintonghuagongnengsuiranzhichidiyanchi，gengzirandejiaohu，danzhilishuipingdebiaoxian，queyuwenbenzhuangtaixiayouzhehendachaju。yuzijiede“doubao”、xunfeide”xinghuodoufanletongyangdetongbing。

chucizhiwai，zhipuaizai2024niandewenshengshipinlingyuyezhanxianlexiongxin，tongguoqizuixinfabudecogvideox v1.5moxinghekaifangpingtai“qingying”，tigonglecongwenbenshengchengshipin（t2v）daoduomotaizhenghedeyixiliegongneng。qijishuliangdianbaokuozhichi5dao10miaodegaoqingshipinshengcheng、4kfenbianlv、duotongdaoshuchu（yicixingshengchengduogeshipin）deng。

raner，pingxinerlun，yuzijie、kuaishoudengdachangdewenshengshipindamoxingxiangbi，“qingying”debiaoxianhaishitainenledian。

suiranqizhudamianfei、gaoqing，shenzhihaizaihouqijiaruleaiyinxiaodexuanxiang，dancongxiaoguoshangkan，qishengchengdeshipinbujinguguai、niuqu，bingqiehaiyouyixiehenmingxiandeyundongcuowu。

liru，zaishurutishici：“yipianguangkuodehaitanshang，yigerenxingjiqirenheyizhimaozaiyiqisanbu”hou，qingyingshengchengdeshipinli，chuxianlelianggejiqiren，erfeiyige，tongshitamenhaixiangpangxieyiyang，yongyizhonghengzhezouludeqiguaifangshizaiyidong。

gengguiyidezeshihuamianzhongdemao，zouzhezouzhe，toujiubianchengleweiba，fangfoqiguanfashenglehuanwei。

价格战下的无奈

shangshutidaodezhongzhong“boerbujing”dexianxiang，fanyingchudegengshencengcidewentizaiyu，zhipuaisihuzaibduanyucduanlianggefangxiangshangchuxianleyaobaideqingkuang。

yishipinshengchengweili，zijietiaodongtongguoqiqiangdadeneirongshengtai，jiangmagicvideo-v2jinmijiehedaotiktokhedouyindengpingtai，shixianlejishuyushangyedeshuangxiangfuneng。tongyangdi，kuaishouyekejiangshipinshengchengqianruzishendeduanshipinpingtai。

duanshipinsaidao，shitianranlicduanzuijin，yezuijuqinhelideyitiaosaidao。

erxianzaidezhipuai，congshengtaibujulaikan，qizhengtizhanlvegengpianxiangyubduanshichang，fuwudekehubaokuojinrong、jiaoyu、nengyuanhezhizaoye，zheixiehezuodaduojizhongzaixuyaogaojishuzhichihesiyouhuabushudechangjingzhong，rugongyeliuchengyouhua、kehufuwuzhinenghuadeng。

danjinnianzhipuaideduoxianbujudecelve，sihubiaomingleqijixiwangtuozhantobshichang，youxiangzaicduandazaoduomotaihudongdechaojiyingyong，xingchengyizhong“liangtouzhua”dezhanlve。

zaizongtiziyuanbujiopenai，yebujibatdengjutoudeqingkuangxia，zheiyicelvedejieguozuizhongdaozhileqiziyuanfensan，nanyizaiyigefangxiangshangxingchengtuchudejingzhengyoushi。

danshijishang，zheizhongduoxianjinjundecelve，touluchudeshiyizhongzaishangyehuakunjingxiade“wunaituwei”。

《zhongguodamoxingzhongbiaoxiangmujiancebaogao》xianshi，2024nian1-9yuefen，zhipuhuazhangzhongbiaodedamoxingxiangmudadao22ge，zhongbiaoxiangmupiludezhongbiaojinewei2472.3wanyuan。22gezhongbiaoxiangmuzhuyaofenbuzaitongxin、jinrong、nengyuan、jiaokedengxingye，yiyangguoqikehuweizhu。

congdamoxingzhongbiaoxiangmushulianglaikan，zhipuhuazhangkeyigenkedaxunfei、baiduyiyang，weiliediyitidui。danshihuodezheixiexiangmudeguochengzhong，zhipuhuazhangfuchude“daijia”yebuxiao。

zheiyangde“daijia”，jiushijuandaojizhidejiagezhan。

jinnianyilai，weileyingduitongxingdejiageyazhi，zhipuaijiangmoxingdiaoyongjiagejiangdidaoxingyezuidishuiping，ruglm-4-flashdejiagejin0.06yuan/baiwantokens；duibizhixia，openaidegpt-4 turbobanbenwei 10meiyuan/baiwantokens，chajuchaoguoqianbei。zaiyiniandeshijianli，zhipuaicongzuichude 0.5yuan/qiantokens jiangzhidangqianjiage，jiangfujiejin1wanbei。

zheizhongjijindejiangjiacelve，daozhilirunkongjianjinyibubeiyasuo。yushi，zuoweidamoxingchangshangdezhipuai，yaohuoxialai，zhinengyikaorongzi。

guoqubannian，zibenduiyuguoneidamoxingchangshangdetaiduzhujianlengjingxialai。ruguodamoxingchangshangxiangyaonadaoxinyilunrongzi，zuizhongyaodejiushiyaozhengmingzijishangyehuadenengli。

erzheiyangde“nengli”，fanyingzaijutideyewushang，jiushiyigeyouyigede“jishuqiguan”dechuxian。

guoqujigeyue，zhipuaijielianfabuleaishengchengshipinmoxingqingying(ying)、qingganyuyinmoxingglm-4-voice ，yijiaizhuligongjuautoglm deng，zheiwuyibushixiangtongguozhuizhujishuredian，laixiyinshichangguanzhudebiaoxian。

raner，zongguanzhenggeaixingyelaikan，jishizaidamoxingshangyehuakunnandepingjingqi，chule“duoxianchuji”decelvewai，xiangguandeaiqiyebingbushimeiyouqitaxuanzedeyudi。

zaidamoxingshangweizaicduanqudemingxianyinglihuadejieduan，shifouyouaiqiyebaochizhulezishendedingli，zhuanzhuyutedingdefangxiang，bingqudeletupoxingyeshangxiandejinzhan？

daandangranshiyoude，openaidejingdi——anthropicjiushigehenhaodelizi。

yuqitaduoxianbujudedachangxiangbi，anthropicmingquejujiaoyujizhikejieshixingheaiduiqiwenti。tadeyanjiumubiaogaodujizhong，lirutongguo“xianfaai”deliniangaijinaideanquanxinghelunlixing，shiqimoxingdexingweigengjiatouminghekekong。zheizhongzhuanzhubujinzengqiangleqikeyanziyuandeshenduyuzhiliang，yexiyinleduigailingyuyouzhangqitouziyiyuandeziben，baokuosam bankman-frieddeftxjijinhui、google clouddeng。

anthropiczhisuoyinengzuodaozheidian，erzhipuaiquebeipo“duoxianjinjun”，beihouzheshechuleyigeshencengcidexianshi：zaizhongguodeaichuangxinshengtaiyutouzihuanjingzhong，“kuai”wangwangbi“shen”gengshouqinglai。

zheibingfeijiandandeqiyexuanzewenti，ershizhenggechuangxinshengtaidechanwu。

zhipuaidengguochandamoxingchangshangpubian“zhuiredian”kunjing，benzhishangshiyige“qiutukunjing”：meijiaqiyedouzhidaoshengengxizuodezhongyaoxing，danzaijiliedeshichangjingzhenghezibenyalixia，budebuxuanzegengjijindecelve。zheizhongxianxiangdebeihou，shizhongguojishuchuangxinshengtaishangweixingchengdui“manbianliang”dechongfenlijiehezunzhong。