#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
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
Traders also expressed uncertainty about the situation with China Evergrande, as the indebted property company has not provided clarification about a key interest payment.In economic news, the Commerce Department reported an unexpected increase in U.S. new home sales in August.Crude oil prices climbed Friday and front-month WTI oil futures contracts saw gains for a fifth straight week amid tighter supplies. West Texas Intermediate Crude oil futures for November rose $0.68 or 0.9 percent at 73.98 a barrel. WTI Crude futures gained 2.8 percent for the week.
AI Pulse from nl