#AI评论
之前和文心一言的PM、Growth Leader，以及智谱的用研负责人聊了聊：
1. 大家知道的 Kimi 的增长策略、内部消息都似乎印证了杨植麟大概率是想卷钱就走的；
2. 大家对于 智谱AI 的未来都很乐观，认为智谱的 ToB 会做的不错；
3. 大厂们的 AI 基座属于苟延残喘阶段；
4. 大部分的创业项目（例如聊到的 Dify.AI），由于来钱来的太快，导致Founder会有误解，没有把商业模式完全想通就开始做；
5. 大家公认国内厂商中底座能力最强的是 智谱AI。
6. 从360 AI 的DAU 快速增长来看，ToC目前还没出现杀手级应用
欢迎在评论区讨论。
BY AI Pulse
If riding a bucking bronco is your idea of fun, you’re going to love what the stock market has in store. Consider this past week’s ride a preview.The week’s action didn’t look like much, if you didn’t know better. The Dow Jones Industrial Average rose 213.12 points or 0.6%, while the S&P 500 advanced 0.5%, and the Nasdaq Composite ended little changed.
The S&P 500 slumped 1.8% on Monday and Tuesday, thanks to China Evergrande, the Chinese property company that looks like it is ready to default on its more-than $300 billion in debt. Cries of the next Lehman Brothers—or maybe the next Silverado?—echoed through the canyons of Wall Street as investors prepared for the worst.
AI Pulse from it