wen | landongshangye zhaoweiwei

chatgpt shangxianliangnianle，damoxingyiranzainizhuiwogan 。

jishangcitiaoqijiagezhanzhihou，zijietiaodongqixiadehuoshanyinqingzaiciyanxucelve，fabuledoubaoshijuelijiemoxing，zhudazaijiaoyu、lvyouhedianshangsangezhuyaochangjingdeluodi，jiageshangbameiqian tokens shurudejiagedadaole 0.003 yuan，bixingyepingjunshuipingjiangdile 85%，haochengshijue ai jinrule「lishidai」。

dayangbian，jitianqian openai zhengshikaifangshipindamoxing sora，danhenkuaiguogaodexuqiujiudaozhi chatgpt zaoyuquanqiufanweineidedangji，erpingguoxinbanbenluodi，siri yekaishizhenzhengdiaoyong chatgpt。zuoweijingzhengdeyouliduishou，gugeyefabulezuixin aimoxing gemini 2.0，duomotainenglijinyibushengji，zhinengzhushou astra kediaoyonggugesousuoheshitudengyingyonglaiwanchengrenwu。

2024 niannianmo，chatgpt dezhouhuoyueyonghutupole 3 yi，10 yishiweilaidemubiao，danchengbendeyaliyijingxianxian，tamentuichulebutongbanbendefufeimoshi。

erduizhongguoshichangdejingzhenglaishuo，2024 niandejingzhengfenhuayijingfeichangmingxian。

shouxianshidamoxingrencaishangdezhengduo，zheiyidianzaizijieyualidengdachangshenshangfeichangmingxian；qicishizhuigansudujiakuai，bulunshitongyongmoxingheduomotaidamoxing，jishuluxianyouqubie，danluodichangjingyigedoubunengshao；zuihouzeshidamoxingchuangyegongsi，tamenyaogendachangtongtaijingji，yijingzoushanglechayihuadedaolu，erqiebuduanzaizuojianfa。

2025 nian，damoxingshichangyiranbeifuzhejudadeqiwang，bulunkuaiyuman，tamendouyaohuidawaijiedeguanqie：ruherangyonghufaxianwowuyousuozhi？

字节VS 阿里：加速度之争

qunian，aliyuzijiezaidamoxingjingzhengcelveshangzuimingxiandebutong，jiushitouzifugaidemianji。alixuanzedeshihaitou，touzile 5 jiazuiyoudaibiaoxingdedamoxingchuangyegongsi，baokuoyuezhianmian、zhipu ai、minimax、lingyiwanwuhebaichuanzhineng，erzijieyigedoumeiyoutou，qinzixiachang，bujucongmoxingdaoyingyongdeshichang。

erjinnian，zairencaizhengduoshang，zijiehealichengweizuimingxiandeduilei。nianzhong，alitongyiqianwendamoxingjishufuzerenzhouchanglizhichuangye，nianmocaibeibaochu，zhouchangshijizaoyijingjiaruzijietiaodong，fuze ai damoxingxiangguangongzuo，eralifangmianyeyiweifanjingyexieyiweiyouqisuzhouchang，jinxingsuopei。

erqiangrencai，shizijietiaodongzaidamoxingjingzhengzuimingxiandedongzuozhiyi，genjujinnian 9 yuefabude《2024 damoxingrencaibaogao》，ai damoxinglingyurencaijingzhengjilie，zijietiaodongchengweixinfadamoxinggangweiliangzuiduodeqiye，qicishixiaohongshu，chaoguoleali、meituandenghulianwangdachang。

erchulejiaruzijiedamoxingtuanduidezhouchang，yuanlingyiwanwuhexinchengyuanhuangwenhao、mianbizhinenghexinchengyuanqinyujia、gugeyuan videopoet xiangmufuzerenjiangludengrendoubeizijietiaodongdamoxingtuanduizhaoruhuixia，xiangfuzerenzhuwenjiahuibaogongzuo。

alibingfeibuzhuyirencaimidudewenti。jinnian 10 yue，aliyunchuangshirenwangjianzaimeiticaifangzhongyetidaolerencaidewenti，tajuchudeyigezuimingxiandelizi，jiushiduibigugehe openai。openai you 600 duoren，ergugeduiyingdeyoujiqianren，erzuihoujuedingchuangxinchengbaidehaishirencaidemidu。yinwei openai rencaimidugao，ergugerenduoquegeziweizhan。

「rencaimidujiashangkeyandeqiangdu，chuangxinjiasudujiuchulaile」，wangjiandangshirenwei，erzheige「jiasudu」caishikejichuangxinzuizhongyaodedongxi，youjiasudujishiluohouyenengganshang，meiyoujiasudujishixianjinyehuiluohou。

zongguan 2024 nian，「jiasudu」qiahaokeyichengweizijiehealizaidamoxinglingyujingzhengdeguanjianci。

alitongyidamoxingjinniandefazhanbunengsuanman，9 yue，zhengshishangxianle ai tongyiwanxiangshipinshengchengdamoxing，erzaimoxingduan，tongyiqianwenkaiyuanmoxing qwen 2.5，xingnengshangwansheng meta 405b canshude lama3.1，erzaijichuceng，ai infra xiliechanpingoujianqialiyunwendinggaoxiaode ai jichusheshichanpin，moxingsuanliliyonglvzhengzhengtishengle20%。

dangengbenzhishangdeduibiao，zijiedamoxing+huoshanyinqing，miaozhundejiushitongyiqianwen+aliyunzheitaodafa，erzhedoumiaozhunle b duanshichangdeweilai。

aliyun ceo wuyongmingcengzaicaibaohuishangpilu，yuji2025 cainianxiabannian（2024 nian 10 yue-2025 nian 3 yue），aliyunjianghuifuliangweishudeshouruzengzhang，ercongjinnianqiansangejidudeyejilaikan，aliyunyingshouzengzhangdeyigetuidonglijiushi ai xiangguanchanpin，lianxuwugejidubaochisanweishuzengzhang，zaigonggongyunzhongdezhanbizhongjinyibutisheng。

erzijietiaodongzhengqiangyunduanshichangdecelvefeichangmingque，jiuzai 12 yue 18 ri，huoshanyinqingde force yuandonglidahuigongbuyixiliedoubaodamoxingdezuixinjinzhan，jiuweilumiandezhangnanyefabulejimeng ai，zuoweiqiandouyin ceo，rujintabadouyindingyiweiyigezhenshishijiedexiangji，erjimengzeshixiangxianglidexiangji。

jimeng ai（yuan dreamina）shijianyingqixiayikuanyizhanshi ai shipinchuangzuopingtai，duibiaodejiushi openai de sora，jinnian 5 yuezhengshigengming，xiabannianfali；11 yuekaishimijigengxin，shangxian s2.0 banben；jinru 12 yue，doubaodiannaobanshangyekaiqineiceleshipinshengchengmoxing pixeldance。

huoshanyinqingchengweialiyunhaowuyiwendejingzhengduishou，erzhedouzhangwozheshilixiangside ai suanlijichusheshi，duierzhelaishuo，chixubuduanjiangdidesuanlichengbenhemoxingjiageyijingchengweiguoqushi，weilairuhezhangchugengfanrongde ai yingyongshengtai，chengweigezigengpoqiedesaidian。

腾讯 VS 百度：起跑的快慢

congyikaishi，tengxunzaidamoxingshangjiuxuanzelekaiyuanluxian，erbaiduzeshibiyuanmoxinglingyudedachangdaibiao。qipaozhengxiandebaidu，hebuzhengxiandetengxun，chengweidamoxingxingyedelingwaiyizuduibiao。

qunian，baidushiguoneidachangzhongzuixianfabudayuyanmoxingdeyijia，ertengxunzeshidachangzhongqipaozuiwandeyige，erzhefabushijianjiangele 6 geyue。

erjinnian，erzhezaijishushengjihechangjingtuozhanshangdouyoujinbu，yeyugeziyuanyouyewushangjiehechulexinliangdian，birubaiduwenkujingguodamoxingzhonggouchengweile「yizhanshi ai neironghuoquhechuangzuopingtai」，erweixinsouyisoudengchangjingzhong，hunyuandamoxingdouchengweigenggaoxiaodecunzai。

shangbannian，hunyuandamoxingzuidadebianhuajiushifabule「tengxunyuanbao」app，dancongzheiyiniandebianhualaikan，yuanbaodeyonghushujuhaihennanshuochenggong，yinwei kimi zhinengzhushou、wenxiaoyanhedoubaolaolaozhanjuqiansandeweizhi，wangyeduanyonghufangwentiliangdoudadao 1500 wanyishangdeguimo，tengxunyuanbaoshangxianzuiwan，shujuyeshizuihouyiming。

dangran，wangyeduanfangwenshujuzhishigejiadamoxinghuoyuechengdudeyigecemian。

zaiyidongduan ai yuanshengyingyongfangmian，tongyangshijiezhidao 10 yue，xingyeyuehuoguimozongshudadao 8976 wan，tongbizengzhang 373%，qizhong，doubao、kimi zhinengzhushou、wenxiaoyanyuehuoyueyonghufenbiewei 4839 wan、1650 wan、1179 wan，yejiushishuo，wangyeduan kimi zhanyou，erdoubaozaiyidongduanzhanyou，wenxiaoyanjuzhong。

kedisanfangshujuhedamoxinggongsiguanfangshujuchayimingxian，jinnian 11 yue，baiduguanfanggongbudeshujushi，wenxindamoxingrijundiaoyongliangyichaoguo 15 yi，wenxinyiyanyonghuguimodadao 4.3 yi，erliangziweizhikushujuxianshi，jiezhi 11 yuedi，doubao 2024 niandeleijiyonghuguimoyichaoguo 1.6 yi。

shujukoujingkenengyouchayi，dancaibaobuhuishuohuang。

2024 niansanjidu，baiduyingshouwei 335.57 yiyuan，tongbixiahua 3%，feigongrenhuijizhunzexia，guishubaidudejinglirun 58.86 yiyuan，tongbijianshao 19%，baiduzaicaibaohuishangtidao，ai sousuoshangyehuarengchuyuzaoqijieduan，duanqineibaidubingbujiyushangyehua，zhuyaoshourulaiyuandezaixianguanggaoyewujiangchengya。

wuduyouou，tengxunzaisanjiducaibaohuishang，tongyangduihunyuandamoxingqianrushangyehuasousuojieguodezuofachifoudingtaidu，yinweimuqianjieduandezhuyaorenwuyijiushixiyinyonghu，erbushiguozaodehuobihua。erlingwaiyimianshi，damoxingqueshitishengleweixinsouyisoudesousuoxiaolv，「shangyechaxunzengjia，dianjilvtigao，womendesousuoshourutongbifanleyifanduo」。

xiangbiqilai，xiabanniantengxunzaidamoxinglingyudefabudongzuobuduan，xianshifabulexinyidaiwanyicanshudamoxing「hunyuan turbo」，ranhouyoutuichushoukuankaiyuandedayuyanmoxing「hunyuan large」、3d tuxiangshengchengmoxing「hunyuan 3d」heshipinshengchengdamoxing，jiashangjinnian 5 yuetengxuntuichudekaiyuanwenshengtumoxing，tengxunhunyuandamoxingyijingfabulesikuankaiyuandamoxing。

youqishi 12 yuechuhunyuanshipinshengchengdamoxingdefabuhekaiyuan，xiangdangyubuzuletengxundamoxingdeduanban。jinnian openai fabuleshougeshipinshengchengmoxing sora，zaizheiyifengchaozhixia，shipinshengchengdamoxingchengweihulianwangdachangmendebizhengzhidi，rujintengxunqipaosuiman，dannianmoyezhongyuduiqiletongxing。

「kenengyaozaiguojigejidu，womencainengkandaoyixiezhenzhengdedamoxingdedaguimoyingyonganli」，tengxuncaibaohuishangzheiyanghuidahunyuandamoxingdeshangyehuacelve，muqianhunyuandamoxingzuizhijiedehaochujiushijineirongtuijianheguanggaodailailexiaolvdetisheng。

yumeiguochengshude to b shichangxiangbi，zhongguode ai damoxingmenhennantongguopingtaixiaoshouruanjiandemoshidakaishichang。baiduzaidamoxingshangshangyehuadezhongdianfangxianghaishizuodazhinengtishengtai，liyanhongjinniandepanduanshi，zuowei ai yingyongdezuizhuliuxingtai，zhinengtijiangyinglaibaofadian，erbaidujiangyumingnianchufabuxinyidaidamoxing。

大模型创业：积攒大招先做减法

2024 niandedamoxingchuangyegongsi，gejiayougejiadefannao。

damoxingchuangyeweijisifu，jianfachengweilebiaopeizhiyi。kimi chuangshirenyangzhilin，beiqiangongsigudongzhuxiaohudengtiqizhongcai，jinnian 9 yue，yuezhianmiantinggengleliangkuanchuhai to c chanpin ohai he noisee；baichuanzhinenglianhechuangshirenjianshangyehuafuzerenhongtaolizhi，tayuwangxiaochuantongchuqinghua，cengrensougoushouxiyingxiaoguan；jinnian 8 yue，lingyiwanwusuanfafuzongcai、moxingyuxunlianfuzerenhuangwenhaojiarulezijietiaodong，hexinchengyuanlixianganglizhizhongfanbeiqiao；minimax dejiaosepeibanlei ai yingyongzaihaiwaishichanggaosuzengzhang，dan tiktok weilaimianlindewentiyetongyangkunraota。

muqiankan，zhuxiaohugengduojiangmaodunzhixiangleqiantongshizhangyutong，yuanyinjiushizhangyutongzuoweiqianjinshajiangchuangtouzhuguanhehuoren，jiaruyuezhianmianmianfeihuoqulezhanbichushigufen 14% de 900 wanguquancunzailiyichongtu，bingqieweibeishoutuozeren。

erduiyuciqianyangzhilinrongzichuangliyuezhianmian，bingweihuode 5 jiatouzifangtongyihuomianshu，zhuxiaohudezuixintidaodefanganshi：ruruo kimi yuanyiyuzhangyutongjinxingqiege，womenyuanyihuomian kimi，zhangyutaoyijiyuezhianmiangongsi。

zhangyutongshiyuezhianmianchenglishidedierdagerengudong，yangzhilindehuiyingzhong，kendinglezhangyutongduigongsiyewuhezhanlvededongcha，yeyoufengfudetourongzijingyan，zheishiduituanduibiyaodebuchong，zhangyutongdegufenanzhaoduonianduixian，「duixiandetiaojianshichixuxingweigongsitigongduoniandefuwujichanchuchengji」。

zuixindejinzhanshi，zhuxiaohubingweiyuyuezhianmiandachengyizhi，zhongcaianyemeiyouchexiao，erjuciqiantaimeitibaodao，xinlaogudongheyuezhianmianyitongguoxieshangchubudachengyizhi，jinshajiangchuangtoulingyiweizhuguanhehuorenlinrenjunyeyidiantou，xunhuanzhinengdebufenlaogudongkenengyichehuiduiyuezhianmiandezhongcai。

erduidamoxingchuangyegongsimenlaishuo，jibianguzhidoudadaoleliangbaiyimeiyuandeshuiping，danguoquyinianxingyejinrulelixingzhouqi，tamendoubudebuzoushangchayihuadedaolu。

「buyaozhongfuzaolunzi」，yijingchengwei ai xingyeyuelaiyuexianjiandeguandian，birujinnian 10 yuechuanchuxiaoxi，6 jiadamoxingdujiaoshougongsizhongzhishaoyouliangjia，zhubufangqiyuxunliandamoxing，qizhongzhiyikenengjiushilingyiwanwu，danchuangshirenlikaifusuihoufouren。

xiangbilingyiwanwu，qitasijiadamoxingdujiaoshouzaiguoquyinian，douyijingzhanshichulegezidutedefazhanlujing：waimeicengpilu，minimax jinnianyujishouru 7000 wanmeiyuan，zhuyaoyikaodeshihaiwaijiaosepeibanchanpin talkie；yuezhianmianyizhizaijuanjishu，jinnianxiabannianfabule kimi tansuoban，nianmoyoutuichutuilimoxingshangdelianggejinhuabanben k0-math heshijuesikaomoxing k1；zhipu ai zeqiangzaizuo b duandedingzhihuaxiangmu，zhongguodamoxingzhongbiaogonggaozhong，zhipu ai shiwudadujiaoshouzhongweiyiyigeyudachangjingzhengdecunzai，ganggangwanchengxinyilun 30 yiyuanrongzi；baichuanzhinengzeyizhizaiyiliaolingyushengeng。

biaomianshang，damoxingdujiaoshoumenhaishizaijizandazhaozuomoxingchuangxin，danshijishang，jingguoqunianyiniandejinhua，zheichangdamoxingdujiaoshouyuhulianwangdachangmendetongchangjingjiyijingbuzaidanchun，tayaokaoyandebuzhishimoxingnengli，gengshigongsizuzhinengliheyewuchangjingdejingzheng，zheishiduidamoxingdujiaoshougezizhanlvezongheshilidetiaozhan，yezhudingshiyichangcankudetaotaizhan。

2025 nian，sheihuidiaodui？