#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
The lead from Wall Street offers little clarity as the major averages opened lower on Friday and then bounced back and forth across the unchanged line, finally finishing mixed and little changed.The Dow added 33.18 points or 0.10 percent to finish at 34,798.00, while the NASDAQ eased 4.54 points or 0.03 percent to close at 15,047.70 and the S&P 500 rose 6.50 points or 0.15 percent to end at 4,455.48. For the week, the Dow rose 0.6 percent, the NASDAQ added 0.1 percent and the S&P gained 0.5 percent.The lackluster performance on Wall Street came on uncertainty about the outlook for the markets following recent volatility.
However, analysts are positive on the stock now. “We have seen a huge downside movement in the stock due to the central electricity regulatory commission’s (CERC) order that seems to be negative from 2014-15 onwards but we cannot take a linear negative view on the stock and further downside movement on the stock is unlikely. Currently stock is underpriced. Investors can bet on it for a longer horizon," said Vivek Gupta, director research at CapitalVia Global Research.
AI Pulse from no