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#现象/趋势

今日 30 条
今天10月1日周四
  1. Rohan Paul55

    作者指出美国企业已买入 AI,但尚未证明其回报:标普 500 中 69% 的公司声称有实际 AI 部署,但只有 2% 披露了持续追踪的指标。配图(Apollo Daily Spark 数据)显示,从有 AI 计划或目标(74%)、有部署与使用数据(69%)、量化结果(29%)到追踪指标(2%),披露比例逐级骤降。作者认为 AI 的采用速度远超问责程度,部署已是采购决策,而展示回报仍是例外。

    引用David George@DavidGeorge83

    Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product. Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years. We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher. Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism. Much more in our SoM report here - https://www.a16z.news/p/state-of-markets-ii @a16z @sarahdingwang @aleximm @santiago__rdz

  2. Sakana AI35

    Sakana AI 联合创始人兼 CEO David Ha 在《日经亚洲》撰文《AI 的未来属于编排者》,指出前沿企业靠堆算力、扩大模型规模的竞争已现瓶颈:开源模型差距缩至数月,前沿模型推理成本常高于其所辅助人员的时薪。他认为价值将从模型权重本身转向按情境调度、整合多个模型的编排智能,并主张主权 AI 的关键是不依赖单一供应商、能组合全球资源的供应链韧性。

  3. Rohan Paul28

    AI 软件的钱集中在顶层。 仅 2.24 亿高薪知识工作者,占总数的四分之一,却代表了 41 万亿美元市场中的超过 25 万亿美元。 也就是说,收入最高的 25% 知识工作者贡献了 41 万亿美元机会的近三分之二。而他们大多在北美和欧洲 - ARK research

    引用Brett Winton@wintonARK

    If, as it diffuses, super intelligence can drive a 10x productivity boost for knowledge workers and businesses will pay 10% of the productive value for a piece of software out to the software vendor. There is a $40 trillion AI software market opportunity today...

  4. Rohan Paul23

    Mark Cuban 的方法:用 AI 打造商业模拟器来检验假设。 创始人现在可以生成草案计划、成本结构、供应商名单和专利大纲。 这缩短了从灵感到首次严肃可行性测试之间的距离。 ---- 来自 "Alex Kantrowitz" YouTube 频道,(链接见评论)

    引用Rohan Paul@rohanpaul_ai

    Eric Schmidt's (ex-Google CEO) advice to college students: Use AI to scale your own work, whatever that work is. "If you're a non-technical person, you should figure out how to use these tools to make your dreams and your realities extraordinarily scaled. You want to be a global star, a global influencer, a global impactor, a global discoverer, a global singer, you want to use these tools, whatever it is that you want. Figure out a way to use them to amplify you and what you care about and your innate goodness. If you're a technical person, use the same tools to invent stuff and to invent stuff that changes the world. I've never seen the cost of entry to be so low and the availability of these ideas so great. The only thing that limits you is your curiosity, your willingness to take risks and so forth. So, get over it. And say, I want to dream, I want to use these tools to have this enormous impact, right?" ---- From "Blackstone and Eric Schmidt" YouTube channel, (link in comment)

  5. jason29

    很喜欢这个想法:我只要推荐我最爱的餐厅,然后用 10 万个智能体去 DDoS 它的预订系统,从此再也去不了那家餐厅。

    引用Noah Shinn@noahrshinn

    Instinct Selections We’re bringing human taste to the core of our product. We’re partnering with local chefs, designers, architects, travel guides, and more to create curated recommendations in the areas they know best. The next time you're looking for a restaurant, Instinct can pull from a list handpicked by chefs who know the hidden gems in your area. If you want to find a new trail to explore, Instinct can draw on recommendations from local guides and suggest a few routes that fit your preferences. And if you're looking to add some color to your home, Instinct will find pieces from independent designers that match your style, space, and budget. Our goal is to deliver world-class recommendations that are differentiated in quality from what you might find on the internet, and from what other chatbots produce. We’re rolling out access to Instinct Selections to our early access program, and plan to make it generally available soon. This is a project we’ve been working on since the start of the company and one that I’m personally extremely excited for.

  6. Rohan Paul28

    “你的经济寿命实际上将在两年内终结。(因为 AI 正变得如此有能力)。 一个人类团队(在工作场景中)只会让情况更糟,因为他们要睡觉,他们会犯错,他们没喝咖啡醒来时还会有点脾气。所以你的认知价值会变成负数。 所以,你的经济寿命实际上将在两年内终结。” —— Emad Mostaque,Stability AI 创始人 --- 来自 YouTube 频道 “The Peter McCormack Show”,(链接见评论)

  7. Ars Technica:AI(RSS)61

    RFK Jr. 称 AI 将摆脱医学专家的统治,Ars Technica 实测发现 AI 并不支持其观点

    美国卫生部长 Robert F. Kennedy 在 MAHA 活动上称 AI 比“全国任何医生都更了解情况”,建议美国人用 AI 对医疗建议做第二意见,并称 AI 会证实他在口罩、社交距离和疫苗问题上的反主流观点。Ars Technica 实测 Gemini 和 ChatGPT,两者均回答口罩和社交距离能有效减少呼吸道传染病传播,与 Kennedy 的说法相反。

  8. Ethan Mollick39

    这是当今时代最重要的问题之一:谁来决定AI的发展方向? Daron 主张在AI决策过程中引入更多民主参与,尽管这伴随着诸多挑战。

    引用Daron Acemoglu@DAcemogluMIT

    Second question on AI. We are told repeatedly that AI is going to transform every aspect of our lives – jobs, productivity, inequality, science, communication, daily activities, social order, and politics, among others. But this promise (or threat) is coupled with the rhetoric that such an important technology, with all of the risks and competitive pressures that it entails, should be left to experts or to “technocracy” (perhaps construed broadly to include some regulators). These two statements are hard to reconcile in a democratic society. If anything is half as important as AI is said to be (and I agree, AI is potentially very important and transformative), then involving democratic voice is essential. If something will shape our future in a democratic society, then its direction is for democratic institutions to decide. My instinct is that democratic voice is essential, and relying too much on technocracy could be both dangerous and counterproductive. The counterargument that AI’s direction can and should be entrusted to technocracy would go something along the following lines. First, democratic decision-making has become imperiled in our age of polarization. Second, AI is sufficiently complex that most citizens won’t have a deep enough understanding to meaningfully contribute to the debate (and even to the question of what we want from AI). Third, competition between different labs, and perhaps competition between the US and China, creates enough discipline for a socially beneficial direction of AI to be adopted. Fourth, today’s AI leaders are enlightened and ethical enough that within the framework created by competition, they can be broadly trusted. There are many aspects of this counterargument that I do not find convincing. Taking them in order: polarization can be overcome, and big decisions and challenges sometimes bring societies together; in fact, delegating key decisions to technocracy without democratic input may diminish trust in institutions and experts, and may worsen polarization. Second, democratic voice does not require citizens to write code or design new models; the debate should be informative enough that citizens can weigh in about what type of future they want and how they trade off the costs and benefits of different options. Third, competition doesn’t seem to be a good disciplining framework; on the contrary, competition sometimes brings the worst out of both organizations and people. Fourth, if three decades of work on political economy and institutions has taught me anything, it is that we should not bank on the ethical grounding of unconstrained leaders. But, still, I do not mean to immediately dismiss the technocracy option if there are more compelling arguments for it. The question is, then, whether there are any circumstances under which such important decisions can be delegated to AI experts and technocracy. One final secondary question: even if we managed to get democratic input in the United States or even in Europe, AI will shape the lives of everyone on this planet. How do we ensure that the voice of nearly 6 billion people who don’t live in the US, Europe and China also contributes to the debates on AI?

  9. TechCrunch:AI(RSS)62

    消费级 AI 的难看账本:付费率低迷推动行业转向企业业务

    TechCrunch 分析指出,尽管 Meta Muse、OpenAI Dots 和 Instinct 让消费级 AI 回温,其底层经济性并未改善。截至 5 月仅 2.2% 的消费者为 AI 付费,月均支出 31 美元;即使按 Netflix 式 3.25 亿订阅规模测算,约 34 美元客单价也只带来 110 亿美元年收入,不足 OpenAI 运营成本的三分之一。

  10. Bloomberg:Technology(RSS)28

    JPMorgan 的 Sundar:两轮 AI 周期同时出现,“健康”的动荡

    JPMorgan Chase & Co. 的 Sitara Sundar 建议投资者分散 AI 投资,因为行业正处在两轮周期同时发生的“健康”动荡中。她表示,金融与基础设施周期已进入“中局”,超大规模云厂商转向资本市场发债而非依赖自身现金流;而 AI 融入经济仍处早期,生产率收益刚开始传导至企业。

  11. elvis38

    我认为,AI 智能体的消费级突破在于它们能主动发起对话。 Lucas 住在 iMessage 和 WhatsApp 里,当有事需要处理时会先给你发消息,比如取消航班的退款,或者你一直拖延的预订。主动能力很棒。

    引用Max Derevy@MaxDerevy

    We built an AI that saves your ass. Meet Lucas. It’s been meaning to text you. It lives in your texts, learns your life, and prompts itself. It books, pays, orders and checks you in. Usually before you’ve thought of it. Overnight, it goes exploring for things your life could use. Text Lucas today on iMessage and WhatsApp http://www.meetlucas.ai

  12. lauren24

    太期待了!

    引用Matt Pocock@mattpocockuk

    Super excited to be interviewing @poteto, live, in ~48 hours on YouTube. We'll be nerding out about skills, high-velocity software factories, and learning SOTA techniques for shipping with agents. This Friday - 9AM PT. Don't miss it! https://youtube.com/live/MN9dGgmLyso

9月30日周三
  1. Suno:Blog(网页)68

    Suno 回应 RIAA 版权诉讼:学习不等于侵权

    Suno 发文回应 6 月 24 日 RIAA 成员唱片公司对其提起的版权侵权诉讼,称诉讼在事实和法律上均有缺陷,模型学习风格与 patterns 的过程如同孩子听摇滚后写新歌,学习不是侵权。

    推荐理由:Suno 官方回应 RIAA 诉讼,说明其训练数据来源与防复制机制,可了解音乐生成版权争议中当事方的核心主张。

  2. Suno:Blog(网页)33

    Dream Relic 如何用 Suno 为超现实视觉世界赋予声音

    AI 视觉艺术家 Dream Relic(Broc Vaughn)借助 Suno 的 Create 功能,把积压多年的歌词变成歌曲,用于 TikTok、Hooks、Spotify 及一张即将发行的全长专辑。一条深夜发布的视频引来数百条求歌名评论,让他重新重视音乐创作。他认为提示词与反复打磨等创作方向仍然关键,目标是让人感受作品而非关注工具。

  3. Suno:Blog(网页)31

    sad alex 谈用 Suno 当创作草稿本:写歌、短视频与创作自主权

    洛杉矶唱作人 sad alex 在 Suno 博客访谈中表示,她只把 Suno 当作解决问题的工具,用于男女声切换、补充自己不会演奏的弦乐或电吉他,以及为卡住的 demo 搭出可参考的成品雏形。她强调只上传自己 100% 拥有版权的歌曲,并认为 AI 本质上无法像人一样向前思考,歌曲的新鲜感与演唱的感染力仍来自人。