Darren LI

赛道特点?

1)劳动力替代/补强需求下的大市场(TAM),远期2C场景是万亿规模产业链;2)人工智能技术驱动下高进入壁垒(特别是偏具身模型的算法公司);3)存在规模效应带来头部集中(类比新能源车竞争格局);4)目前智能发展阶段仍然较早

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The issue is delivery, not content or capture. There’s a lot of raw footage roughly of this quality, it’s just been impossible to get to consumers without arduous download times or distracting compression artifacts. For reference, these videos are encoded at 250 Mbps which is not streamable, whereas Apple Immersive videos are 50 Mbps.

,生成的动作在自然度和灵活性

Everyone knows that China is good at manufacturing. That’s been true for decades. What’s changed is that over the past five years, Chinese companies have caught up, and in some cases surpassed, the rest of the world in its understanding of mobile ecommerce consumer experience.

3. Companies want to customize language models to their unique context.