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#大佬观点

今日 0 条
9月30日周三
  1. Tomer Tunguz 博客(VC 分析)70

    Tomer Tunguz 分析 AI 模型公司的每兆瓦收入与模型工厂逻辑

    文章引用 Dylan Patel 等人的观点分析 AI 模型公司按兆瓦计的单位经济:基础算力成本约 $10-15M/MW,Anthropic 2026 年收入达 $50M/MW,实现首个盈利季度,收入 $10.9B、营业利润 $559M。

    推荐理由:文章用每兆瓦收入和毛利数据拆解 AI 模型公司的单位经济,并解释推理利润如何反哺训练的工厂模式。

  2. Tomer Tunguz 博客(VC 分析)72

    Tomer Tunguz 分析 Meta Muse Spark 双轨定价如何把广告模式引入 AI

    Tomer Tunguz 分析 Meta 昨日发布的 Muse Spark 模型及其新定价体系:标准档 muse-spark-1.3 输入 $1.25/m、输出 $4.25/m tokens 且不用于训练。

    推荐理由:作者用两档价差算出 Meta 对训练数据的每 token 定价,为理解以数据换补贴的商业模式提供一个可核算的框架。

9月29日周二
9月26日周六
9月17日周四
7月28日周二
7月11日周六
  1. Mira Murati61

    Mira Murati 发文回顾 Thinking Machines Lab 成立一周年,称公司聚焦多模态 AI、自定义模型和开放科学。她提到已预览了像人一样协作的交互模型,Tinker 让任何人都能训练自己的开放权重模型,并发布了关于 Connectionism 的研究。其引用内容补充称公司已完成 20 亿美元融资,由 a16z 领投,NVIDIA、Accel、ServiceNow、CISCO、AMD、Jane Street 等参投,并将在未来几个月分享首个包含重要开源组件的产品。

    引用Mira Murati@miramurati

    Thinking Machines Lab exists to empower humanity through advancing collaborative general intelligence. We're building multimodal AI that works with how you naturally interact with the world - through conversation, through sight, through the messy way we collaborate. We're excited that in the next couple months we’ll be able to share our first product, which will include a significant open source component and be useful for researchers and startups developing custom models. Soon, we’ll also share our best science to help the research community better understand frontier AI systems. To accelerate our progress, we’re happy to confirm that we’ve raised $2B led by a16z with participation from NVIDIA, Accel, ServiceNow, CISCO, AMD, Jane Street and more who share our mission. We’re always looking for extraordinary talent that learns by doing, turning research into useful things. We believe AI should serve as an extension of individual agency and, in the spirit of freedom, be distributed as widely and equitably as possible.  We hope this vision resonates with those who share our commitment to advancing the field. If so, join us. https://thinkingmachines.paperform.co/

5月19日周二