wen|zhenguyanjiushi linqiuyi

bianji|gong zheng

liangsannianqian，jimayun、liuqiangdong、huangzhengxiangjituijuerxianhou，zijietiaodongchuangshirenzhangyimingyexuanzezai2021nian5yue20rizheitianxuanbuxierenzijietiaodongceo。2nianlai，zhangyimingdegongkaidongzuoyizhijizhongzaijiaoyugongyishang。meitichuantadabufenshijianyedaizaixinjiapo，“jujiaoyuanjingzhanlve”。

zhidaozuijin，tazaixianggangtequchenglileyijiagerentouzijijin，zaizibenshichangzhonghuigongzhongshiye。xiaoxirenshicheng，zheijiajijinjiangjujiaokejitouzi。lianxiangdaomeitibaodaotazuijinrezhongyuyanjiuaidamoxing，yijigangfushichujiangzaibendijianrengongzhinengchaosuanzhongxindejihua，youtouzixingyerenshigaosu《zhenguyanjiushi》，liyongxianggangjinrongyoushi，jinxingaideshengtaibujuhuojiangshizhangyimingjiexialaiyaozhankaidezhongdian。tongshi，shichangyeyouweijingxiangguanfangquerendexinxiliuchuan，jizijietiaodongkenengjiangyunianmofabuzijidedamoxing。

01 选中香港，整活AI

cool river venture。

zheishiguazaixianggangtequgongsizhucechuwangzhanshang，zhangyimingchenglidegerentouzijijinmingzi。zheiyeshixierenzijietiaodongceoliangnianyilai，zhangyimingzaizibenshichangshangdeshoucilumian。

gaijijinxingzhishisirenyouxiangongsi，2023nian5yue22rishengxiao，zhangyimingdanrengaijijindongshi，weiyigudongweigalaxy llc，chigubiliwei100%。

juxiangguanrenshitoulu，gaijijindezhuyaotouzifangxiangshikejixingye。

zheibunanrangrenlianxiangqizijietiaodong“yaozuozijidedamoxing”zheiyidongzuo。

zaicizhiqian，zhangyimingyijingzhudonghuobeidongshifangchuhenduoxinxi。duoxiangxiaoxizhixiang，agi（tongyongrengongzhineng）shizhangyimingguanxindezhongdianzhiyi。

《zhongguoqiyejia》zazhibaodao，zhangyimingzuijinzhengzaikanyixiliedeopenailunwen，shenzhiaoyekan，yijingdaolefeiqinwangshidedibu。

yiweizijieyuangongzaijieshou《wandian》fangtanshiyeshuo，zhangyimingjinqishichanghuiheyixiezijierenshifenxianglunwenxuexixindeheduichatgptdesikao。

rujin，xuanzezaizhongguoxianggangchengligerentouzijijin，huoshizhangyimingzhunbeikaishixingdongdexinhao。

youtouzixingyerenshigaosu《zhenguyanjiushi》，xuanzezhongguoxianggangchenglijijin，budanzhucejianbianyixing、jijinjiegoujianhua、chouzirongyi、shuifujiaodi，yekeyiyituoxianggangdiqu，fushedawanqu，liyujinxingaixingyedequanqiushengtaibuju。

zhidezhuyideshi，jiuzai5yue31ri，baiduyezhengshixuanbusheliguimowei10yiyuande「baiduwenxintouzijijin」，zhongdiantouzifuhuadamoxinglingyudeyouzhichuangyeqiye，weiqitigongbaokuozijin、jishu、rencaizaineideyizhanshiziyuan。

chulejinrongyinsuwai，xianggangtequzhengfujinnianlai，yezaijiamaduiailingyudezhongshihetouru。

zaixianggangtequ2023zhi24caizhengniandudecaizhengyusuananzhong，shuzijingjishizhongyaofazhanguihua。

anzhaojihua，xianggangjiangbokuanyu7yigangyuanlaijiakuaishuzijingjidefazhan。tongshi，weiletuidongxianggangdekeyanherengongzhinengchanyefazhan，xianggangtequzhengfujiujianlirengongzhinengchaosuanzhongxinjinxingkexingxingyanjiu，bingzai2023/24nianduwancheng。

5yue16ri，xianggangyekuochongleyouxiurencaixiyinjihuaminglu。zheiyijihuacong2018niankaishishishi，chuqizhibaohan11gezhiye。2021niankuochongdao13gezhiye。er5yue16ridezheicirencaikuozhao，zeyikouqikuochongzhi51gezhiye，qizhongjiubaokuorengongzhineng、yunduanjichusheshi、ruanjian、chuangxinjikeji、shujukexue、wangluoanquanzheixiefangmiandezhuanjia。

touzirenshirenwei，xianggangdiqugangbi、meiyuanzijinfengfu，zheiyeweigaidiqudeaitouzichuangzaolelianghaotiaojian。erzhangyimingzaixianggangchenglijijin，touzikejixingye，yeyouliyujianglaiyuzijieziyandamoxingxingchengshengtaixietongxiaoying。

02 字节推自研大模型，年底能成吗？

suiranzhangyimingyixierenceo，danyiranshizijietiaodongzhongdazhanlvedechoumouzhe。congzhangyimingdebujulaikan，zijietiaodongbingbuxiangquexizheichangaishenghui。

muqian，ali、tengxun、baidu、huaweideng10yujiadaxinggongsidoufabulezijidedamoxing，shichangyehenguanxinzijietiaodongheshituiziyandayuyanmoxing。

yiweijiejinzijietiaodongderenshigaosu《zhenguyanjiushi》，shijianjiedianhuozainiandi，zhinenghuachengdujiangmiaozhungpt-4。buguogaixiaoxibingweihuodezijietiaodongguanfangqueren。

congshichangshifangdegongkaixinxikan，zijietiaodongzaidamoxingshangdebujufenweiyuyanhetuxiangliangfangmian。rutongbaidutuidewenxinyigehewenxinyiyan。

yuyandamoxingyouzijiesousuobumenqiantou，muqiantuanduiguimozaishushirenzuoyou，huohuijiejianchatgptdejingyan，zaidouyin、tik tokshangtuichuleisinew bingdegongneng；

tuxiangdamoxingtuanduizeyouchanpinyanfayugongchengjiagoubuxiashudezhinengchuangzuotuanduiqiantou，huoyifuwushangyehuobanweizhu，bangzhuzijiedeguanggaokehuyigengdidechengbenzhizuotupian、shipindengcailiao。

lianggetuanduifuzerendezhijiehuojianjiehuibaoduixiang，junweitik tokchanpinjishufuzerenzhuwenjia。

duiyuzijietiaodongtuiziyandamoxing，shichangshangyoushengyinrenwei，shijianshangrujuwanle。buguoyeyoushengyintichuyiyi。

yijiatouzijigoufuzerengaosu《zhenguyanjiushi》，anzhaozijietiaodongguowangfengge，tayanfadamoxing“bushishanglaijiuchuiniudeluoji”，ershimenshengganshi。zaizhe，zheiyilingyubingbucunzaizaofawanfadeyoushi。

congmuqiankan，yanfadamoxing、leichatgptyingyongyubujuaideshijianguanxibingbuda，danyusuanli、suanfa、shujuyijizijindeguanlianjinmi，erqiahaozijiezaizheigecengmianshangyoujiaodayoushi，keyijingguanqichanpin。

danzijietongyangyouzhezijideduanban，yishizaiaishengtaidebujushangqibujiaowan，ershicanyushengtaibujudeqiyebuduo。

gongkaiziliaoxianshi，zijiezaiailingyudetouzizhiyou5bi，danzaiqiyefuwu、wenhuayuleshangdetouzifenbiedadaole51bihe44bi。xianran，zuoweihulianwangkejidachang，zijiezaiailingyudetouzishibugoude。

erzai2017nianjuedingall in aidebaidu，zai2018nianjiuyi13qitouzishijianjuyuailingyuzuihuoyuedeqiyefengtougongsimingdanbangshou。2022nian，baiduxinzengtouzile4jiaaiqiye，quanbushizhiqiancongweitouguodexinxiangmu。

aliduiaisaidaodebujuzeshiyu2013nianduixiaoijiqirendetouzi。suihoudezheixienianli，alilianxutouleshangtangkeji、hanwuji、yuanrongqixing、sibichi、qiniuyundengdaibiaoxingdeaigongsi。

erbatzuihoudetengxun，yezai2022niantouzile9ciaisaidao，qizhongyou3jiashiduiguowangbeitouxiangmudezhuijiatouzi。

03 百模大战，同质化中谁能率先盈利

duanduanbanniannei，guoneidamoxingyijingjinglilecongwudaoyou、daobaimodazhandedibu。raner，wentiyelaile，ji“chanpintongzhihua”。

henduoguochandamoxingdoushiyongchatgptlaiweiyangziji，gedachangsuanlishuipingjiejin、shujuliangxiangchabuda、jishushangyemeiyouzhongdatupo，fanerdoumianlinzheleisideduanban。

zaishujushengtaifangmian，guochandayuyanmoxingdoubiaobangzijigengdongzhongwen，danshijishangzhongwenshujushengtaiyuanbugouyingwenshujushengtaipangda，zheiyeshiguochandayuyanmoxingjingchangchuxianshishixingcuowudeyuanyin。

suanliwentizeshilaoshengchangtanle。suiranyingweidaa800hea100xinpianxingnengchajuzhiyou5%，danyingweidayijingyoutuichulexinyidaijisuankah100le，era100guoneiyijiumaibule。

ciwaihaiyouyigezuizhongyaodewenti，ruheshangyehualuodi，bingjinkuaihuodeyingli。

muqian，yixiexianfazhezaimosuoshangyelujingshangdesiluzhuyaoshixiangbduanshoufei——xiandazaosuoweidedamoxingshengtai，ranhouxiangbduantigongjiejuefangan，huodeshouru。

baiduzaizheifangmiandedongzuobijiaoduo，zhengjijikuodabduankehuguimo。

jubaiduguanfangxiaoxi，wenxinyiyangangfabushibianyouchao650jiahezuohuobanjieru，jiezhimuqianyiyouchao300jiashengtaihuobancanyuwenxinqianfandamoxingdepingtaineice，hezuohuobanzhuyaojizhongzaijinrongkeji、itfuwu、bangongshengtai、suanlidenglingyu。

alidamoxingdeshengtai，gengyouxianbujuqixiagechanpinxian。baokuotianmao、taobao、dingding、gaodeditu、youku、hemadengzaineidechanpin，douzailuxujierutongyidamoxing。qimudebeirenweijinengneicechanpin，younengweishichangdayang。

muqian，damoxingruhexiangcduanshoufei，guowaizhuyaoshihuiyuanfufeidingyuemoshi。danguoneishouxianyuchanpinbenshendechengshudu（jihaimeiyoudadaogpt-4zheiyangdechengshuchengdu），gujizheitiaoluduanshijianneihaimeiyoudaofufeishiji。

huidaozijietiaodongdedamoxinghuiruheshangyehua，zaimuqianchanpinhaiweichudeqingkuangxia，caicewuyi。daoshizijietiaodongqixiadehuoshanyun，zaidamoxingdebianxianlujingshangshaoweiqingxiyixie——xiangdamoxingchuangyegongsitigongsuanlizhichi。

wangshangliuchuandeyifen《aliyunaizhuanjiajiaoliujiyao0401》xianshi，zaiguoneidachangdeaisuanlichubeizhong，zijietiaodongpaimingdier，jinciyuali。

damoxingxunlianxuyaojudasuanlizhichi，eryunchangshangshigongrendesuanlidengjichusheshidezuijiazaiti。

duihuoshanyunlaishuo，zheiyangdeshangyehualuodiqingximingque，yuanbishaoqianzuodamoxingyanfagengnengbaozhengzijinzhengxiangliudong。

muqian，weiraodamoxingdefangxiang，shichangzhuyaoyouliangleishengyin。

yishiqiyemenbuzaixuyaolangfeishijianhejingliqu“zhongfuzaolunzi”。ershirenwei “duoyunduomotai”caishiailangchaodefazhanfangxiang。

buguo，haishineijuhua，nengzhengdaoqiandecaishitaolunfangxiangwentideguanjian。qianliangnian，yuanyuzhougainianhuobao，buguanshixingyehaishixuejie，weiraoyuanyuzhou，yeyouguo“shijiezhongjijiangzhiyouyigeyuanyuzhou”haishihuiyouduogeyuanyuzhoudetaolun。

shishizhengming，zheixietaolunbushuowuyong，ershiyouyuyonghutiyanmeiyouzuodaozhuanzhedian、shangyemoshiziranyewufapaotong，daozhidejiejujiushi：gaodashangdeyuanyuzhouyehuichengweiwenziguan。

fangzaidamoxingshangyeyiyang。juguoshengzhengquanciqianduigptjishuxunlianchengbendegusuan，gpt-3xunlianyicidechengbenyuewei140wanmeiyuan。duiyuyixiegengdadedaxingyuyanmoxing，xunlianchengbenzezai200wanmeiyuanzhi1200wanmeiyuanzhijian。

yunxingfeiyongbenshenyeshitianjiajibie。yi chatgptzai1yuededulifangkepingjunshu1300wanjinxingjisuan，qiduiyingxinpianxuqiuwei3wanduopianyingweidaa100 gpu，chushitouruchengbenyuewei8yimeiyuan，meiridianfeizezai5wanmeiyuanzuoyou。

muqianxianrangejiadouhaichuyushaoqianzhuanyaohedezhuangtai。guanzhuzijietiaodongheshituidamoxing，kenengxingyegengdadeguanxinshi，ruhenengyingli。