Deep Dive
What are the main differences between AI development in China and the U.S.?
China focuses more on 2C (consumer-facing) products and applications, while the U.S. emphasizes 2B (business-facing) SaaS companies and underlying model advancements. The U.S. has a higher density of talent in foundational model research, whereas China leverages its supply chain strengths in AI hardware and robotics.
What are the key AI hardware products currently available in the market?
AI hardware includes AI headphones for translation and mood-based music suggestions, AI glasses with basic conversational features, AI rings for health monitoring, and AI toys for children's interactive play. Products like PLAUD's recording device, which uses AI to summarize meetings, are also gaining traction.
How is AI transforming the video content production industry?
AI is advancing in three key areas: video model development, AI-assisted video editing, and 2C creative tools like VIGGLE for generating fun, shareable content. While full AI-generated videos are still a few years away, AI can currently assist in finding video clips, translating languages, and suggesting popular trends for editing.
What are the major trends expected in AI for 2025?
2025 is anticipated to be the year of AI applications and multimodal integration. AI-generated images, audio, and songs already surpass human quality, with video and 3D models expected to reach GPT-3 levels. Cross-modal products, combining text, audio, and video, will unlock new user experiences. Additionally, more professionals with AI experience will enter the market, driving innovation in various sectors.
What are the primary areas where AI is currently being applied in businesses?
AI is effectively applied in customer service, sales efficiency, and internal knowledge management. It can handle initial customer interactions, judge purchase intent, and optimize sales call sequences. AI also helps in internal information retrieval, such as travel allowances or hotel options, reducing HR queries.
How can non-tech individuals benefit from the AI wave?
Non-tech individuals can use AI tools to enhance efficiency in their daily tasks or small businesses. Those with some tech background should consider shifting to AI-related roles within their companies or exploring AI-driven side projects. Early involvement in AI can provide significant advantages in experience and networking.
What are the key AI advancements in video content production?
AI is advancing in video model development, AI-assisted video editing, and 2C creative tools like VIGGLE for generating fun, shareable content. While full AI-generated videos are still a few years away, AI can currently assist in finding video clips, translating languages, and suggesting popular trends for editing.
What are the major AI hardware products currently available?
AI hardware includes AI headphones for translation and mood-based music suggestions, AI glasses with basic conversational features, AI rings for health monitoring, and AI toys for children's interactive play. Products like PLAUD's recording device, which uses AI to summarize meetings, are also gaining traction.
- Sora 发布引发视频生成热潮
- Pro-C 工具、出海和视频领域取得实际进展
- 字节跳动和阿里巴巴持续发力
- 模型进展不及预期，市场逐渐冷静
Shownotes Transcript
到底谁用AI赚到了更多的钱？
AI是如何解放我们的？普通人又该如何入局AI？
本期播客，老范邀请到了42章经的创始人曲凯，一起来复盘AI 24年和展望25年～
今日嘉宾：
曲凯：
42章经 & 42 Capital 创始人，中信出版社《创投42章经》作者
在“得到”上的专栏获得超 20 万付费订阅 ；福布斯中国 30 under 30
节目主播：
老范
高樟资本创始人、 “投资人老范”主理人
二十五年财经媒体和投资阅历，精准洞察财经信息内情真伪
天使投资了财联社、远川研究所、市值风云、直男财经、42章经等财经媒体
身处基金核心圈10+年，多家百亿基金的策略顾问，洞悉聪明钱流动方向
《黑化》、《财富创世记》、《新媒体十讲》作者
时间戳：
03:00 从Sora开始，AI 在2024的得与失
07:51 谁花了最多的钱？国内的人工智能怎么样了
11:05 AI 创业有好的PMF吗，套壳AI的市场有多大
14:59 资本市场青睐什么样的创业公司，谁拿了最多的钱
21:25 具身智能发展到什么程度了
27:42 AI硬件，AI耳机、AI眼镜、AI戒指、AI玩具等
30:45 AI如何解放我们
36:28 中美AI发展差异有哪些
43:58 从视频剪辑到视频生成，AI如何投入视频内容生产
48:07 国内的AI创业都在做什么
50:49 2025年，多模态2C产品的元年要来了吗
56:19 普通人的入局AI指南
**Notes：**提到过的AI应用/产品名字
AI应用：豆包（字节旗下）、Kimi、通义千问（阿里旗下）、Monica
海螺AI（Minimax 旗下）、可灵AI（快手旗下）、智谱清言、Sora、Viggle
NotebookLM、Character.AI、Minimax Talkie、逗逗游戏助手
AI硬件：Ola Friend耳机、科大讯飞翻译耳机、Ray-Ban Meta、 PLAUD NOTE、AI Pin
**【📚穿越周期俱乐部】**老范重磅推出投资类课程「穿越周期俱乐部季卡会员」，季卡会员享受三个月的专属权益，包括：
1️⃣ 每日投资家书：每个工作日老范亲笔撰写的投资家书，分享他与顶级投资圈朋友的布局策略，帮大家剔除媒体误导噪音，高效获取重要信号
2️⃣ 每周直播答疑：每周一次的会员专属直播，老范将面对面为会员答疑解惑。
3️⃣ 专属互动圈子：老范日常分享投资圈有价值的信息，同时也可与其他会员互动交流。
🔗购买链接：porto.xetlk.com)
【超级信号方法线下小班课】
1月11日，我们在上海有一场“级信号方法”的线下小班课。
地点在徐汇区，整个白天加上晚宴，可以和我轻松的交流，争取讲透这个超级信号方法，然后我也会分享实际的一些投资过的案例、明年的策略，有兴趣的可以找大管家报名，已经参加过的朋友复训两折（目前复训率极高40+%多，意味着有将近一半上过课的人再次参加，感谢大家的认可）
报名链接：https://porto.xetlk.com/s/2iKLFq
📖超级信号就是超级机会，更多了解老范的真功夫：
【🎁新年小礼物】
欢迎大家在评论区分享你使用过的AI应用/产品和使用感受。
老范将在评论区随机抽取一位，送出老范的新年小礼物🎉
下期见！🤗
制作 ：Rui& Yuan
BGM**：**Wonderland - Futura
Night inspection