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wangyiyoudaoyejituishi,damoxingkejie?

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网易有道业绩颓势,大模型可解?

AI赋能能否破局?

图片来源:界面新闻 匡达

文|产业科技Pro

zijinniankainianyilai,aidamoxingzheichanghuoshinengbujian,rujinyirandaojiaoyulingyu。

7yue26ri,wangyiyoudaojubanle“powered byziyue”jiaoyudamoxingyingyongchengguofabuhui,tuichuguoneishougejiaoyulingyuchuizhidamoxing“ziyue”,bingyikouqifabulejiyu“ziyue”damoxingyanfadeliudayingyong。bangeyuehou,wangyiyoudaojiufabule"ziyue"zaiyingjiancengmiandeluodichengguo,tuichuyoudaocidianbi x6 pro。

wangyiyoudaosharu“qianmodazhan”deyexinzaoyouyuzhao。congjinnian2yuekaishi,wangyiyoudaojiukaishiyugao、jutouguanyu“ziyue”damoxingdeyanfaxinxi。zhidao7yueguanxuanfabu,jinchenglvexianhuanman,danzaizhengtibudiaomanyipaidejiaoyudamoxingsaidaozhong,wangyiyoudaodedongzuosuanbudeluohou。

airuizixunshujuxianshi,2022nianzhongguozhinengjiaoyuyingjianxiaofeishichangguimoda431yiyuan,tongbizengzhangchao20%,jiazhangduijiaoyuzhinengyingjianchanpinchijijitaidu,yujiweilaisinianjiangbaochiliangweishuzengsu,aijiaoyushichangqianjingshifenguangkuo。

jishuchubeixianfazhiren,changjingxuqiuchixuzengzhang,dangyidamoxingweineihedeaiyinqing,beizhiyuxuexifuwuhezhinengyingjianyewuzhong,wangyiyoudaodeyejituishiyouwangniuzhuan。

yejicengmian,wangyiyoudaoyizhixianyu“zengshoubuzengli”dekunju,2023nianyijiduyejizaoyujinyibuxiahua。kaoshichengjiyuelaiyuecha,wangyiyoudaojixuyige“xuexishenqi”dakaikunju,eraidamoxingjiushibeijiyuhouwangde“shenqi”。

congwangyiyoudaodezhanlvequdongkan,qiyeshixiwangpingjie“ziyue”damoxing,laqiyingshouxinzengliang。

业绩波动未缓

wangyiyoudaoyituoaijishu,weiraoxuexichangjing,dazaolexiliexuexichanpinhefuwu,baokuoyoudaocidian、youdaocidianbidengruanyingjianxuexigongju,jisuyangleikecheng,daxueyuzhichangkechengdengzaixianxuexipingtai。muqian,youdaoquanxianchanpinyuehuoyueyonghuchaoguo1.2yi。

2016nian,wangyiyoudaomaijinzaixianjiaoyusaidao,dalijileijiaoyuneironghequdaoziyuan,zhengheneibujiaoyupingtai,ruhebingwangyiyunketang、zhongguodaxuemooc、kadabianchengdengwangyineibudejiaoyupingtai,tongshizhaolanmingshi、goumaiyouzhikejianjitiku、tuozhanxuexiaohezuoqudao。

ziyuandedamianjiqingxie,rangk12jiaoyuchangjingyejimengzeng,shiwangyiyoudaoyu2019nianhe2020nian,jinglilefazhansuduzuikuaideliangnian。danjugaobuxiadexiaoshouheyingxiaofeiyong,daozhiyingshouzengzhangdetongshi,jinglirunbushengfanjiang。

congjinwuniancaibaolaikan,wangyiyoudaozhangqichuyukuisunzhuangtai,2018nianzhi2022nian,jinglirunfenbiewei-2.89yiyuan、-6.02yiyuan、-17.53yiyuan、-9.96yiyuan、-7.27yiyuan;qielianxuwunianjingyingxianjinjingliuchu。

raner,suizheguojia“shuangjian”zhengcezhubuluodi,jiaopeishichangluanxiangchuqing,haiweishixianniukuidewangyiyoudao,youmianlinzengsufanghuan,yingshoujianchupingjingdejumian。

2018nianzhi2022nian,wangyiyoudaoyingyeshourufenbiewei7.32yiyuan、13.5yiyuan、31.68yiyuan、40.16yiyuan、50.13yiyuan;tongbizengzhanglvfenbiewei60.53%、78.36%、162.34%、58.93%,he24.84%。zhengtizengfuzhujiansuoxiao,wangyiyoudaodezaoxuenengliquruo。

zaijingli2022niandisijidujingshouruchuanglishixingao,dadao14.5yiyuan,tongbizengzhang38.6%,shoucishixiandanjidujingyinglirunweizhengdexianghaojumianzhihou,wangyiyoudaobingmeiyouyinglaishuguang,yejifanerjizhuanzhixia,jieshuleciqianlianxusigejidushangzhangdeshitou。

caibaoxianshi,wangyiyoudaozaijinnianyijidushixianshouru11.6yiyuan,xiangbi2022niantongqi12yiyuan,xiajiang3.1%,huanbixiahuayue20%。guimujinglirunwei-2.044yiyuan,quniantongqiwei9540wanyuan,kuisuntongbikuoda114%,chuangxiasannianyilaixindi。

anyewugouchenglaikan,zai2022niandezongyingshouzhong,xuexifuwuyewushouru30.8yiyuan,tongbizengzhang26.3%;zhinengyingjianyewushouru12.6yiyuan,tongbizengzhang28.2%;zaixianyingxiaofuwuyewushouru6.7yiyuan,tongbizengzhang13.2%。

qizhong,zengsuzuikuaidezhinengyingjianyewu,qi2021niandezengzhanglvwei82%,suiran2022nianqizengsugaoyuqitageyewu,danzengsuyijingmingxianxiajiang,erdao2023nianyijidugaiyewushouruzetongbixiajiang16%。

dangwuzhiji,wangyiyoudaobixuxunzhaodaoxindezengzhangyinqing,kaipixinzengliangshichang。wangyiyoudaocengguanfangxuanbu,yu2022nianqi,yewuzhongdianyouxuekekehoufudao,zhuanxiangyuanyoudezhinengxuexiyingjian、suzhijiaoyu、chengrenjiaoyuhejiaoyuxinxihuasidayewubankuai。

aifunengzhinengxuexiyingjian,beiwangyiyoudaozuoweiyabaoyewu,paizailezengzhangzhizhuzhanlvedeshouwei,chengzailebeipozhuanxinghoudezengliangzhongren。

AI赋能能否破局?

zhinengjiaoyuyingjianyanfatouruda、jishumenjiangao、yanfazhouqizhang,daozhichuantongjiaopeizhuanxingqiyechichiweinengshunliqierusaidao。xiangbizhixia,wangyiyoudaobingfeishiyigechuncuidezaixianjiaoyuqiye。

chuleyongyouzaijiaoyulingyuzhagenduonianjizande,congyouerdaochengrenquanjieduandexuexishujuyuziliaowai,wangyiyoudaohaijileileyidingdexietonggoujianaijichunengli,weiziyanaidamoxingjizhinengyingjianchuangxintigonglezhongyaoqudongli。

“ziyue”damoxingzuoweijizuomoxingzhichizhuduoxiayourenwu,yichangjingweixian,xiangsuoyouxiayouchangjingtigongyuyilijie、zhishibiaodadengjichunengli,yongyoudayuyanmoxingllmfanyi、xunirenkouyujiaolian、yufajingjiang、aizuowenzhidao、aibox、wendangwenda,liudayingyonggongneng。

juxi,“ziyue”damoxingtuichuhou,jianglvxiandazaiyuwangyiyoudaodeqijianaixuexiji、qijiancidianbizhong,litutongguodamoxingfunengzhinengyingjian,shunying“ai+jiaoyu”dejiaoyuchanyexinqushi,bawoaidamoxingjishuyuzhinengjiaoyuyingjianshichangxianji。

muqian,zaiwangyiyoudaohancidianbi、tinglibao、xuexiji、fanyiwang、chaojicidian、dayinjidengduoyuanhuadezhinengyingjianjuzhenzhong,zhiyoucidianbizheiweiyiyigequantouchanpin,yuehuoyueyonghuyijingchaoguo1yi,shiguoneicidianfanyishichangdediyiming。

youdaocidianbidelongtoudiwei,deyiyuwangyiyoudaozaozai2008nianjiuzizhuyanfabingtuichudeguoneishoujiatongjijiqifanyixianshangyinqing,youdaoshenjingwangluofanyi(nmt),jingguo15nianjishudiedai,nmtchengweixingyechuileilingyujishulingxianchanpin。

zai“ziyue”damoxingfunengqijiancidianbihou,wangyiyoudaozaicidianfanyishichangdediweijiangjinyibudedaogonggu。

raner,wangyiyoudaozaixuexijilingyudexiaoshouyeji,jiuyouxiebujinrurenyi。

cankaomoudianshangpingtai“youdaozhinengshebeiqijiandian”xiaoshouqingkuang,jiezhi8yue11ri,gaidianjin30tianneixiaoshouliangzuigaodesanjiandanpinjunweicidianbixilie,qiezuigaoxiaoliang3000+,erliangkuanxuexijijiazaiyiqidexiaoshouliangbuzu30;“youdaodiandubiqijiandian”30tiannei,dankuancidianbixiaoliangchaoguo1wan+,xuexijiquejinshouchu1tai。

muqian,xuexijilingyudechanpintongzhihuayanzhong。gepinpaixuexijizaijichujiaocai、fenjiyuedu、huibendengneirongfangmianchayihenxiao,peibeideainengliyedatongxiaoyi。xiaofeizheduibutongpinpaixuexijidefumianpingjiayejizhongzai“jiaocaitongbubujishi”、“zhishihexiaoxuejieduan”、“gongnengdanyi”、“aigongnengjilei”dengtongleiwenti。

weilelakaiyutongleichanpindejishuchaju,jujiaochayihuajingzhengyoushi,shichangzhongzhuliuxuexijichangshangyekaishifenfenxunzhaotuweifangan,damoxingfunengchengweiqizhongdeyigejiefa。

rukedaxunfeiyujinnianxinshangshidet20xiliexuexiji,yirenzhidamoxingfuneng,ping“leirenzuowenpigai”denggongnengweimaidian,jibiandingjiajiejin9000yuan,yijiuchenggongdadongjiazhangqunti,yiyuechengweixiaolianglingpaozhe。

zai“ziyue”damoxingfunengqijianxuexijihou,“ziyue”zuoweixifenzhuanyelingyudedamoxing,zaiyingyuchangjingxiayijingnenggouzuodao98%dedatizhunquelv,nenggoushiyoudaoxuexijigenghaodijiejuezhuanyelingyudewenti,tigonggenggexinghua、gengduoyuanhua、gengkejihuadejiejuefangan,zhuligengduoyonghugaoxiaoxuexi。zheiyeweiwangyiyoudaodamogengduoquantouyingjianchanpinkaipixiangxiangkongjian。

jiaoyulingyuduiaidamoxingdezhunquexingbenjiuyougenggaodeyaoqiu,eryueshichuizhizhuanyelingyudechanpin,xiaofeizhederongcuodujiuyuedi。duiyuzonghexingqiangdexuexijipinpailaishuo,zheiwuyishiyigetiaozhan,danduiyuyongyoudaliangxingyeshuju,haiduijiaoyulingyuyonghuyouzheshenrudelejiedewangyiyoudaolaishuo,yeshijiyu。

wangyiyoudaonenggoupingjiezhezaiyingjian、aisuanfa、neirongfangmiandetuchuyoushi,jingzhundongchayonghuxuqiu,bingduiaidamoxingchanpinjinxingdamo,congershixiandamoxingchanpindeluodi。wangyiyoudaobujinnenggoujiangqizaijiaoyulingyudeyoushishixianzuidahuafahui,tongshi,chuizhizhuanyeleidamoxingsuoyaotourudeyanfachengbenyebitongyongdamoxingdi,wangyiyoudaomianduidejishutouziyalixiangduijiaoxiao。

dangxia,jiaoyudamoxinglingyuyixianruneijuan,shuxuedamoxingshigedachangshangdouxiangtourudefangxiang,danjishiqiangdaruchatgpt,zaiduiluojisiwei,tuilinengliyaoqiugengqiangdeshuxuexueke,yeyijiumeiyoushizhixingjinzhan。

wangyiyoudaonenggouyousuoqushe,jiangxianjieduanziyuanxianggengjuyoushidechuizhilingyuqingxie,shimingzhizhiju。bingqie,xiangbicidianbidengzhinengjiaoyuyingjian,xuexijidanjiagao,maolilvgenggao,zuoweiwangyiyoudaoxinzengliangdelirunkongjiangenggao。

juairuizixunyuce,woguojiaoyuzhinengyingjianshichangguimoyuji2024niantupoqianyiyuan,nianfuhezengzhanglvda26%。furuositeshaliwenshujuyexianshi,zhongguozhinengxuexishebeidefuhenianzengzhanglvwei17.1%,bingyujidao2026nianzongshichangguimojiangdadao1450yiyuan,weilaifazhankongjianrenghenkeguan。

youcikejijiyuce,jiangdamoxingyunyongdaochanpinshangzengjiaxinmaidian,gongguzhinengjiaoyuyingjiancidianbicunliang,tongshikuokuanxuexijizengliang,wangyiyoudaotongguoaifunengpojuyejiweijidedafa,zhideqidai。

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网易有道业绩颓势,大模型可解?

AI赋能能否破局?

图片来源:界面新闻 匡达

文|产业科技Pro

zijinniankainianyilai,aidamoxingzheichanghuoshinengbujian,rujinyirandaojiaoyulingyu。

7yue26ri,wangyiyoudaojubanle“powered byziyue”jiaoyudamoxingyingyongchengguofabuhui,tuichuguoneishougejiaoyulingyuchuizhidamoxing“ziyue”,bingyikouqifabulejiyu“ziyue”damoxingyanfadeliudayingyong。bangeyuehou,wangyiyoudaojiufabule"ziyue"zaiyingjiancengmiandeluodichengguo,tuichuyoudaocidianbi x6 pro。

wangyiyoudaosharu“qianmodazhan”deyexinzaoyouyuzhao。congjinnian2yuekaishi,wangyiyoudaojiukaishiyugao、jutouguanyu“ziyue”damoxingdeyanfaxinxi。zhidao7yueguanxuanfabu,jinchenglvexianhuanman,danzaizhengtibudiaomanyipaidejiaoyudamoxingsaidaozhong,wangyiyoudaodedongzuosuanbudeluohou。

airuizixunshujuxianshi,2022nianzhongguozhinengjiaoyuyingjianxiaofeishichangguimoda431yiyuan,tongbizengzhangchao20%,jiazhangduijiaoyuzhinengyingjianchanpinchijijitaidu,yujiweilaisinianjiangbaochiliangweishuzengsu,aijiaoyushichangqianjingshifenguangkuo。

jishuchubeixianfazhiren,changjingxuqiuchixuzengzhang,dangyidamoxingweineihedeaiyinqing,beizhiyuxuexifuwuhezhinengyingjianyewuzhong,wangyiyoudaodeyejituishiyouwangniuzhuan。

yejicengmian,wangyiyoudaoyizhixianyu“zengshoubuzengli”dekunju,2023nianyijiduyejizaoyujinyibuxiahua。kaoshichengjiyuelaiyuecha,wangyiyoudaojixuyige“xuexishenqi”dakaikunju,eraidamoxingjiushibeijiyuhouwangde“shenqi”。

congwangyiyoudaodezhanlvequdongkan,qiyeshixiwangpingjie“ziyue”damoxing,laqiyingshouxinzengliang。

业绩波动未缓

wangyiyoudaoyituoaijishu,weiraoxuexichangjing,dazaolexiliexuexichanpinhefuwu,baokuoyoudaocidian、youdaocidianbidengruanyingjianxuexigongju,jisuyangleikecheng,daxueyuzhichangkechengdengzaixianxuexipingtai。muqian,youdaoquanxianchanpinyuehuoyueyonghuchaoguo1.2yi。

2016nian,wangyiyoudaomaijinzaixianjiaoyusaidao,dalijileijiaoyuneironghequdaoziyuan,zhengheneibujiaoyupingtai,ruhebingwangyiyunketang、zhongguodaxuemooc、kadabianchengdengwangyineibudejiaoyupingtai,tongshizhaolanmingshi、goumaiyouzhikejianjitiku、tuozhanxuexiaohezuoqudao。

ziyuandedamianjiqingxie,rangk12jiaoyuchangjingyejimengzeng,shiwangyiyoudaoyu2019nianhe2020nian,jinglilefazhansuduzuikuaideliangnian。danjugaobuxiadexiaoshouheyingxiaofeiyong,daozhiyingshouzengzhangdetongshi,jinglirunbushengfanjiang。

congjinwuniancaibaolaikan,wangyiyoudaozhangqichuyukuisunzhuangtai,2018nianzhi2022nian,jinglirunfenbiewei-2.89yiyuan、-6.02yiyuan、-17.53yiyuan、-9.96yiyuan、-7.27yiyuan;qielianxuwunianjingyingxianjinjingliuchu。

raner,suizheguojia“shuangjian”zhengcezhubuluodi,jiaopeishichangluanxiangchuqing,haiweishixianniukuidewangyiyoudao,youmianlinzengsufanghuan,yingshoujianchupingjingdejumian。

2018nianzhi2022nian,wangyiyoudaoyingyeshourufenbiewei7.32yiyuan、13.5yiyuan、31.68yiyuan、40.16yiyuan、50.13yiyuan;tongbizengzhanglvfenbiewei60.53%、78.36%、162.34%、58.93%,he24.84%。zhengtizengfuzhujiansuoxiao,wangyiyoudaodezaoxuenengliquruo。

zaijingli2022niandisijidujingshouruchuanglishixingao,dadao14.5yiyuan,tongbizengzhang38.6%,shoucishixiandanjidujingyinglirunweizhengdexianghaojumianzhihou,wangyiyoudaobingmeiyouyinglaishuguang,yejifanerjizhuanzhixia,jieshuleciqianlianxusigejidushangzhangdeshitou。

caibaoxianshi,wangyiyoudaozaijinnianyijidushixianshouru11.6yiyuan,xiangbi2022niantongqi12yiyuan,xiajiang3.1%,huanbixiahuayue20%。guimujinglirunwei-2.044yiyuan,quniantongqiwei9540wanyuan,kuisuntongbikuoda114%,chuangxiasannianyilaixindi。

anyewugouchenglaikan,zai2022niandezongyingshouzhong,xuexifuwuyewushouru30.8yiyuan,tongbizengzhang26.3%;zhinengyingjianyewushouru12.6yiyuan,tongbizengzhang28.2%;zaixianyingxiaofuwuyewushouru6.7yiyuan,tongbizengzhang13.2%。

qizhong,zengsuzuikuaidezhinengyingjianyewu,qi2021niandezengzhanglvwei82%,suiran2022nianqizengsugaoyuqitageyewu,danzengsuyijingmingxianxiajiang,erdao2023nianyijidugaiyewushouruzetongbixiajiang16%。

dangwuzhiji,wangyiyoudaobixuxunzhaodaoxindezengzhangyinqing,kaipixinzengliangshichang。wangyiyoudaocengguanfangxuanbu,yu2022nianqi,yewuzhongdianyouxuekekehoufudao,zhuanxiangyuanyoudezhinengxuexiyingjian、suzhijiaoyu、chengrenjiaoyuhejiaoyuxinxihuasidayewubankuai。

aifunengzhinengxuexiyingjian,beiwangyiyoudaozuoweiyabaoyewu,paizailezengzhangzhizhuzhanlvedeshouwei,chengzailebeipozhuanxinghoudezengliangzhongren。

AI赋能能否破局?

zhinengjiaoyuyingjianyanfatouruda、jishumenjiangao、yanfazhouqizhang,daozhichuantongjiaopeizhuanxingqiyechichiweinengshunliqierusaidao。xiangbizhixia,wangyiyoudaobingfeishiyigechuncuidezaixianjiaoyuqiye。

chuleyongyouzaijiaoyulingyuzhagenduonianjizande,congyouerdaochengrenquanjieduandexuexishujuyuziliaowai,wangyiyoudaohaijileileyidingdexietonggoujianaijichunengli,weiziyanaidamoxingjizhinengyingjianchuangxintigonglezhongyaoqudongli。

“ziyue”damoxingzuoweijizuomoxingzhichizhuduoxiayourenwu,yichangjingweixian,xiangsuoyouxiayouchangjingtigongyuyilijie、zhishibiaodadengjichunengli,yongyoudayuyanmoxingllmfanyi、xunirenkouyujiaolian、yufajingjiang、aizuowenzhidao、aibox、wendangwenda,liudayingyonggongneng。

juxi,“ziyue”damoxingtuichuhou,jianglvxiandazaiyuwangyiyoudaodeqijianaixuexiji、qijiancidianbizhong,litutongguodamoxingfunengzhinengyingjian,shunying“ai+jiaoyu”dejiaoyuchanyexinqushi,bawoaidamoxingjishuyuzhinengjiaoyuyingjianshichangxianji。

muqian,zaiwangyiyoudaohancidianbi、tinglibao、xuexiji、fanyiwang、chaojicidian、dayinjidengduoyuanhuadezhinengyingjianjuzhenzhong,zhiyoucidianbizheiweiyiyigequantouchanpin,yuehuoyueyonghuyijingchaoguo1yi,shiguoneicidianfanyishichangdediyiming。

youdaocidianbidelongtoudiwei,deyiyuwangyiyoudaozaozai2008nianjiuzizhuyanfabingtuichudeguoneishoujiatongjijiqifanyixianshangyinqing,youdaoshenjingwangluofanyi(nmt),jingguo15nianjishudiedai,nmtchengweixingyechuileilingyujishulingxianchanpin。

zai“ziyue”damoxingfunengqijiancidianbihou,wangyiyoudaozaicidianfanyishichangdediweijiangjinyibudedaogonggu。

raner,wangyiyoudaozaixuexijilingyudexiaoshouyeji,jiuyouxiebujinrurenyi。

cankaomoudianshangpingtai“youdaozhinengshebeiqijiandian”xiaoshouqingkuang,jiezhi8yue11ri,gaidianjin30tianneixiaoshouliangzuigaodesanjiandanpinjunweicidianbixilie,qiezuigaoxiaoliang3000+,erliangkuanxuexijijiazaiyiqidexiaoshouliangbuzu30;“youdaodiandubiqijiandian”30tiannei,dankuancidianbixiaoliangchaoguo1wan+,xuexijiquejinshouchu1tai。

muqian,xuexijilingyudechanpintongzhihuayanzhong。gepinpaixuexijizaijichujiaocai、fenjiyuedu、huibendengneirongfangmianchayihenxiao,peibeideainengliyedatongxiaoyi。xiaofeizheduibutongpinpaixuexijidefumianpingjiayejizhongzai“jiaocaitongbubujishi”、“zhishihexiaoxuejieduan”、“gongnengdanyi”、“aigongnengjilei”dengtongleiwenti。

weilelakaiyutongleichanpindejishuchaju,jujiaochayihuajingzhengyoushi,shichangzhongzhuliuxuexijichangshangyekaishifenfenxunzhaotuweifangan,damoxingfunengchengweiqizhongdeyigejiefa。

rukedaxunfeiyujinnianxinshangshidet20xiliexuexiji,yirenzhidamoxingfuneng,ping“leirenzuowenpigai”denggongnengweimaidian,jibiandingjiajiejin9000yuan,yijiuchenggongdadongjiazhangqunti,yiyuechengweixiaolianglingpaozhe。

zai“ziyue”damoxingfunengqijianxuexijihou,“ziyue”zuoweixifenzhuanyelingyudedamoxing,zaiyingyuchangjingxiayijingnenggouzuodao98%dedatizhunquelv,nenggoushiyoudaoxuexijigenghaodijiejuezhuanyelingyudewenti,tigonggenggexinghua、gengduoyuanhua、gengkejihuadejiejuefangan,zhuligengduoyonghugaoxiaoxuexi。zheiyeweiwangyiyoudaodamogengduoquantouyingjianchanpinkaipixiangxiangkongjian。

jiaoyulingyuduiaidamoxingdezhunquexingbenjiuyougenggaodeyaoqiu,eryueshichuizhizhuanyelingyudechanpin,xiaofeizhederongcuodujiuyuedi。duiyuzonghexingqiangdexuexijipinpailaishuo,zheiwuyishiyigetiaozhan,danduiyuyongyoudaliangxingyeshuju,haiduijiaoyulingyuyonghuyouzheshenrudelejiedewangyiyoudaolaishuo,yeshijiyu。

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