线性资本王淮的逆时代选择丨入局

李飞飞巴黎AI峰会开幕式演讲： •未来的历史学家在回顾这一时期时，会将其视为AI的“真正的第一个时代”，AI可能带来“文明级影响”。 •AI正逐渐具备“创造、理解、推理和交互”这些维度，进而在数字或物理的三维空间里与人和环境相互作用。我们称之为“空间智能”和“具身智能”。 •务必要基于科学而非科幻来进行治理。关于AI的话题中都充斥着夸张炒作和耸人听闻的描述，往往导致对AI的治理政策被各种误导。 •现代AI之所以兴起，主要归功于算法、数据和计算力这三大要素的结合。 •若这三大要素仅仅掌握在少数几家公司手中，AI生态系统就会面临好奇心驱动的研究乏力、顶尖教育人才受限、开源项目缺少资源、多学科交叉探索不足等诸多问题。

With Generative AI’s budding reasoning capabilities, a new class of agentic applications is starting to emerge.

What shape do these application layer companies take? Interestingly, these companies look different than their cloud predecessors:

• Cloud companies targeted the software profit pool. AI companies target the services profit pool.


• Cloud compa

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And less than two months after Ke Jie resigned his last game to AlphaGo, the Chinese central government issued an ambitious plan to build artificial intelligence capabilities. It called for greater funding, policy support, and national coordination for AI development. It set clear benchmarks for progress by 2020 and 2025, and it projected that by 2

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