文｜融中财经

zuixinxiaoxi，ai damoxingdujiaoshoujieyuexingchenyiyujinriwancheng b lunrongzi，zongrongzijinedashuyimeiyuan。touzifangbaokuoshanghaiguoyouziben、tengxuntouzi、wuyuanziben、qimingchuangtoudeng。

benlunrongzijiangyongyujixutourujichumoxingyanfa，qianghuaduomotaihefuzatuilinengli，bingtongguochanpinheshengtaijiadafugai c duanyingyongchangjing，tigongfengfudeyonghutiyan。

juxi，jieyuexing chengliyu2023nian4 ，zongbuweiyushanghaixuhui，youweiruanqianquanqiufuzongcaijiang xinbo chuangban。

xiangxinhenduorenduizheijiagongsishifenmosheng，bijingshimianshangduizheijiagongsidebaodaobingbuduojian。danqishi，zheijiadamoxingqishiyijingchenggongjijin“wuxiaohu”dexinglie。

rengongzhinengdejianghuzhongyizhisuyou“silongwuhu”degeju。

qizhong，“silong”shishangtang、kuangshi、yuncong、yitu，zheixieyinqizaituxiangshibielingyudezhuoyuebiaoxianermingshengdazao，bingxiyinledaliangzibenyongrudeqiye。wuxiaohuzeshizhizhipuai、yuezhianmian、baichuanzhineng、minimax、lingyiwanwuwujiaxinjindamoxingdujiaoshou。

yifangmian，rengongzhinengdefazhanxuyaodaliangjinqianduiqi，zheiyedaozhitouzijijinjizhongjujiaoyutoubuqiye；lingyifangmian，dangxiarengongzhinenglingyubingmeiyouchuxianshashoujiyingyongdechuxian，gefangshilichajubuda，bingmeiyoujueduidediyiming。zheiyedaozhizaiguoneixingchenglezheizhong“silongwuhu”，erfeiguowaineizhongopen aidulingfengsaodegeju。

danshi，kejixingyedediedaisuduzhikuaiwangwanglingrenzashe，renhegejudoubushiguding、zhangyuande。jinnianzhongxun，silongwuhugejubeidapo，jieyuexingchenyixin“xiaohu”deshenfenkuaisubenxiangdamoxingdezhanchang。

genjubaodao，zaozai6yueshi，jieyuexingchenjiubeipuzhengzaijinxingyilunxinyilunrongzi，guzhidadao20yimeiyuan（yueherenminbi140yi），chenggongjishendujiaoshouxinglie。

daojinri，guanyujieyuexingchenderongzixiaoxizhongyudeyipuguang。zheijiazui“momowuwen”dedamoxingdujiaoshou，zoudaolejuguangdengxia。

最低调的大模型独角兽

xiangbiyudamoxing“wuxiaohu”，jieyuexingchenbiaoxiandishifendidiao。muqian，shichangshangsoubudaoguanyuzheijiagongsiderenhegongkaiguzhi，zaitianyancha、qichachadengxiangguanpingtaishangyechabudaogongsiderenheyilunrongzixinxi，zhiyouyixiezhiyanpianyuderongzibaodao。

erjiangzheixiebaodaopincouqilai，zhinengdechuzaichenglichuqishi，qiming、wuyuandengyixianfengtoucanyulegongsideqianjilunrongzi，zijiecengkaolvtouzierzuizhongbingweichushou。6yuefenbeipude20yimeiyuanguzhirongzizhong，youchuanwenalibabayezaitouzizhezhilie，danbingbuquedingshifouchushou。congzheixiezhiyanpianyuzhongyebunanfaxian，jieyuexingchenzaizibenshichangderedubucuo。

jinridexinrongzishimuqianweizhijieyuexingchenxinxizuiquanmiandeyicirongzibaodao。benlunhexintouzifangbaokuoshanghaiguoyouzibentouziyouxiangongsijiqiqixiajijin，zhanlveyucaiwutouzirenbaokuotengxuntouzi、wuyuanziben、qimingchuangtoudeng。

jieyuexingchenzheizhongjiqididiaodezuofeng，huoxuyugongside“zhangduoren”jiangdaxinyouguan。zaiyicihanjiandemeitiduihuazhong，jiangdaxintouluzijishiyige“jiduneixiangderen”，henshaochuxianzaigongzhongshiyezhong。

jieyuexingchendebeijingyuweiruanyouzhejinmidelianxi。genjugongkaixinxi，2007nian，jiangdaxinjiaruleweiruanyazhouyanjiuyuan，danrenshouxiyanjiuyuan，kaiqiletazaiweiruanzhangda16niandezhiyeshengya。zuoweishujuwajueheziranyuyanchuli（nlp）lingyudezhuanjia，tazaigailingyudedingjiqikanshangfabiaolejin200pianlunwen。zaiweiruanrenzhiqijian，tacengdanrenweiruanyazhouhulianwanggongchengyanjiuyuanfuyuanzhangheshouxikexuejia，lingdaoleweiruansousuoyinqingbing、zhinengyuyinzhushoucortana、weiruanyunazureyijibangongruanjiantaojianmicrosoft 365deyanfagongzuo。

chatgptdechuxianjijiangdaxindailaileshenkedeyingxiang，cushitalikaizhangqigongzuodegongsi，tashanglechuangyezhilv。

2023nian4yue，jieyuexingchenzhengshichengli。deyiyujiangdaxinzairengongzhinenglingyudeshenhoujileiheduirencaidexiyinli，taxunsujijieleyipirengongzhinenglingyudedingjianrencai，hexintuanduibaokuoxitongfuzerenzhuyiboheshujufuzerenjiaobinxing。zhuyibocengzaiweiruan、zijietiaodong、gugedenggongsirenzhi，yongyoufengfudedaguimoxitongjiansheheguanlijingyan。jiaobinxingcengshiweiruanbiyingyinqinghexinsousuotuanduidefuzeren，zhuanzhuyuliyongshujuwajuehenlpjishutishengsousuosuoyinhezhiliang。

yuqitagaodiaodedamoxinggongsixiangbi，jieyuexingchenzaiguoquyinianzhongbaochiledidiao，danshijishang，tamendecanyushijianbingbuwan。

jubaodaocheng，jieyuexingchenzai2023niannianchujiuhuodeleduojiadingjifengxiantouzigongsidezhichi；zheibiaomingzaizibenjingzhengdeguanjianshike，jieyuexingchenzaizijin、rencai、shujudengfangmiandezhunbeibingbuxunseyurenheyijiajichumoxinggongsi。

zaidamoxinglingyuzuiweihuoyuedeyinianzhong，jieyuexingchenxuanzelezhuanzhuyuchanpinyanfa。

2023nian7yue，tuanduikaishilemoxingxunlian。lianggeyuehou，xingnengchaoyuegpt-3.5deqianyicanshudamoxingstep-1chenggongtuichu；11yue，qianyicanshudeduomotaimoxingstep-1vyexuangaowancheng。daole2024nian3yue23ridequanqiukaifazhexianfengdahuishang，jieyuexingchenyouzhanshileyuyandamoxingstep-2deyulanban——zheishiguoneichuchuanggongsishoucizhanshidewanyicanshumoxing。

mianduimeitiguanyutongxingpuguangkuangbenshifouhuigandaojiaolvdexunwen，jiangdaxinjianjiedihuida：guanqimenlaiquanlibenpao，cainenggengjiaziyou。

zhidaojinnianliuyuefen，jieyuexingchenchuanchuzhengzaijinxingyilunguzhi20yimeiyuandexinrongzi，zheijiadidiaodegongsicaizhenzhengjinrulegongzhongshiye。

ciqian，yeneijiangguochandamoxingtoubuchuangyegongsidedujiaoshouchengwei“damoxingwuhu”，baokuozhipu、yuezhianmian、lingyiwanwu、baichuanzhineng、minimax，gongyouwujia。

suizhejieyuexingchendejueqi，youpinglunrenwei：zheigechenghukenengxuyaogengxin。zaiweilaideguochanjichudamoxingchuangyelingyu，zhideguanzhudebuzaijinjinshiwuhu，ershiliuhu。

erzuixinrongzidepuguang，yeyiweizhezheijiaxinxiaohuzhengzaiyigengdashinenglaidaotaiqian。

国资和互联网巨头，大模型的金主

huoxu，jieyuexingchendezheibirongzijiangchengwei2024nianzuihouyigedamoxingdujiaoshourongzishijian。erzaizheicirongzizhong，womenkeyifaxianjigeshuxideshenying——guozihehulianwangjutou。

shanghaiguoziyijiqixiajijinhetengxunshijieyuexingchencilunrongzidehexintouzifang。erjiuzaiqianbujiu，liuxiaohuzhongdezhipuaiyexuanbuwanchengleyibi30yidedaerongzi，touzifangzhongyeyoubeijingguozideshenyingchuxian。zaiciqiandetouzizheliebiaozhong，tengxunyezaixingliezhizhong。

jurongzhongshuju，1-8yue，guoneidamoxingzhongbiaoxiangmugonggaojiuyichaoguo400ge。damoxingchangshangdezhongbiaoxiangmuzhongyouchaoguoliuchengdoulaiziyangguoqi。

jinri，zhongguancunkexuechengyi200yirenminbideguzhilingtoulezhipuaidezuixinyilunrongzi。zhongguancunkexuechengshihaidianquzhengfuchenglideyigeshichanghuatouzijigou。zaicizhiqian，beijingshirengongzhinengchanyetouzijijinyezaijinnianchuduizhipujinxingletouzi。zi2023niandichengliyilai，gaijijinzhishaoyiduizhipu、mianbizhineng、ruilaizhihui、shengshukeji、shenshikeji、baichuanzhinengdengliujiadaxingmoxinggongsijinxingletouzi。

jiangshijianzhoulahuidaoyigeyueqian，damoxingruanyingjianyitihuajiejuefangantigongshang“wuwenxinqiong”yicixingyinrule15jiaxingudong，baokuolaizibeijing、shanghaidengyixianchengshideguoyouziben，zhenrongshifenqiangda。zheijiachenglibudaoliangniandexinxingqiye，zaizhiqiandealunrongzizhongjin5yirenminbi，chuangxialeguoneiaijichusheshilingyuzuidadanbirongzidejilu。wuwenxinqiongzuoweizaishanghaixuhuiqujueqideailingyudeheima，cengzai2023nianlianxuliangcihuodexuhuizibendetouzi，xuhuizibenshishanghaixuhuiquguoziweiquanzikonggudeguoyoutouzigongsi。

jihuzaitongyishiqi，rengongzhinengdamoxingqiye“zhuoshikeji”wanchenglejinyiyuanrenminbideb+lunrongzi，qingdaoguozipingtaiqingdaohaifacanyulegentou。qingdaoshizaoqijiukaishibujurengongzhinengdamoxingdechengshizhiyi。jinnian5yue，“wenhai－haiyanghuanjingyubao”damoxingdefabu，zaijisuanxiaolvshangdafujianshaolejisuanshijianhenengyuanxiaohao。qingdaozhengfuduizhuoshikejidetouzi，fanyingleqiduidamoxingchanyedezhongshi。genjuqingdaogaokeyuanguanweideshuju，qingdaomuqianzhongdianyanfadedamoxingchanpinchaoguo20ge，rengongzhinengchanyeyuanjujile200duojiayuaixiangguandeqiye，yujinianneichanyeguimojiangdadao350yiyuanrenminbi，suanliguimojiangdadao1900p。tebieshizaijinnianshangbannian，yuanquchenggongxiyinleyilankeji、yingtaisitedeng23gerengongzhinengchanyelianxiangmuluohu。

erhulianwangjutouzheibianni？

2023nian5yue，shenyankejiwanchengle10yijibiedepre-alunrongzi，touzifangzhongjiuyoutengxundeshenying；6yue1ri，liuhuzhiyideminimaxwanchenglechao2.5yimeiyuanxinyilunrongzi，benlunrongzizhong，youtengxunguanliandeshiticanyu，cantouzijinhuowei4000wanmeiyuan；6yue5ri，meituanlianhechuangshirenwanghuiwendeaichuchuanggongsiguangnianzhiwaichuwanchengle2.3yimeiyuanxinyilunrongzi，yuanmazibenzuoweilingtoufang，tengxunjinsuiqihou；haiyou10yue，baichuanzhinengde3yimeiyuana1lunrongzi，touzifangzhongchulealibabayekeyikandaotengxundemingzi；ciwai，lingyiwanwupin、yuezhianmian、zhipuai、minimax、baichuanzhinengwujiachuchuangaidujiaoshoujieshoudaoguoalibabadetouzi。

congguowangdamoxingqiyemenderongzizhongbunanfaxian，difangguoziyijihulianwangkejijutouzhengyibubuxingchengdamoxingmendejinzhu。

danzheizhongqingkuanghuichixudao2025nianma？jizherenweiburan。

guozifangmian，touzidehexinhaishi“touzao、touxiao”。yejiushishuoguozihuoxugengyuanyiqutouneixiechuchuangqieshifenyoufazhanqianlidedamoxingqiye，erbushiguzhiyueduiyuegaodeqiye。damoxingliuhudaojinnianhaikeyisuanshichuchuangqiyedexinglie，yidanzhangjiuxiaquqierengranwufazuodaoshangyehualuodini，guozishifouhaiyuanyijixumaizhangrengshigeweizhishu。

hulianwangkejijutoufangmiantongyangruci，qibenshenjiudouyouzijidedamoxingyewu。mianduimuqianyuelaiyuejiliedexingyejingzheng，shousuoduiwaitouzijingzhengduishou，bagengduodezhuyilifangzaizishenyewushanghuoxugengjiazhongyao。

百模大战，已进“决赛圈”，下一步是商业化

youjide，zai2023nianchushi，guochandamoxingshuliangyinglaijingpenshizengzhang，wanchengbeianbingshangxianfuwudedamoxingshuliangyida100duoge。chuxianlebaihuazhengfang，baijiaqimingdegeju。

danshishuliangrucizhiduodedamoxing，youzenmexiaohuadewanni？rujinlaikan，jingguobaimodazhandechuqingshike，jichudamoxingyishibucunyi，zhiyoushaoshudamoxingtingjinlejuesaiquan。

zonghelaikan，muqianzaijuesaiquandezhishengxialianggushili。

diyigujiushihulianwangkejijutoumen，birubaiduwenxinyiyan、alitongyi、tengxunhunyuan、zijiedoubao……lingwaiyiguzeshishangwenzhongtidaodesilongliuhu。

kaifangshichuangxinzhifuhenry chesbroughchubanzhuzuo《tongguojishuchuangxinyinglishizaibixing》。gaishuzhongtidaoyigehenyouyiside“loudou”。zhideshikaifangshichuangxinwangwangyikaishihuiyouhenduojingzhengduishoucunzai，danzuizhongzhiyouyixiaobufennengchuanguoloudou，jinrudaoshangyehuayuchanyehuadexiayigejieduan，erqiyude，doujiangzhujiandanchurenmendeshiye。zheiyangyigecongkuanduandaozhaiduandechuanyueloudouzhilv。

congzheilaikan，2024niandedamoxingsihujiushizaichuanyuezheigeloudou，chuanyuechenggongdeyejiushishangshulianggushili。

danchuanyuelezhaiduanloudoubingbuyiweichenailuoding，xiayibuwangwangdoushizhuiqiushangyehuayinglidejieduan。erzheiyeshimuqianxuanguazaisuoyoudamoxingchuangyezhetoushangdedamosizhijian。

congopenai jinniangaoda 50 yidetianjiakuisun，daoyueanfeifeiyangyangdeqiantouzirenzhongcaifengbo，damoxingchangshangdeshengyizhilubushipumandaerongzidehualu，ershichongmanlekankehejingji。

yigegongshishi，zaidamoxinglingyu，changshangmenpubianmianlinzheyinglinanti，jibianshixingyejutouruopenaiyenanyishixianshouzhipingheng。raner，zaizheigelingyuzhong，zhenzhengshixianfenghoulirundeshitigongyingjianzhichide“maichanren”yingweida，tazaizheiyilingyuzhuandebomanpenman。zai2024cainian，yingweidadejinglirundadaolejingrende297.6yimeiyuan。zaizuijindeyigecaiji（jiezhi2024nian7yue28ri），gongsidejinglirunbiaoshengzhi166yimeiyuan，yuquniantongqixiangbizengzhangle168%。jianeryanzhi，muqianweiyinengzaiailingyuhuodejuelirundeyewushixiaoshoujisuannengli。

zhiyingejiefazhanaidamoxingdoulibukaiyingweidadegaoxingnengxinpian。suiranguoneihanwuji、kunlunxinpianweidaibiaodeguochanxinpianzhengzaijueqi，danxingnenghenenghaoshangdechajukeguancunzai，zhongguodamoxingchangshangzaiyingjianduandeyalihuoxugengjiayanjun。

ciwai，guoneidaxingmoxingzhijiandeneijuanyijingbiandeyichangjilie。yixiechangshangshenzhijiangjiageyadidaole“baicaijia”，tebieshizai2024nian，moxingjiagezhanyuyanyulie，daxingqiyebuxixuebenzhengduoshichangfene。duiyuxinxingdedaxingmoxinggongsilaishuo，shixianyinglibiandeyichangkunnan。chixudezijinxiaohao，quenanyikandaoshouyi，zuizhongkenenghuixianrurutongshatanshangdeyuyibandekunjing。

jinguanaidaxingmoxingbeishouzhumu，danzaizibendetuidongxia，rongziluncibuduanpansheng，zheizhongtouzixingweiyezhuzhangleaidaxingmoxinglingyudujiaoshouqiyedepaomo。

duiyuliuxiaohumenlaishuo，tingjinjuesaiquanhaiyuanbushizhongdian，shixianshangyehualuodicaishi。