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D
David Barnard
M
Mark Jeffery
R
Robert Scoble
S
Sandeep Manudain
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
Topics
主持人: 苹果公司在AI领域的策略令人失望,Siri项目进展缓慢,存在严重质量问题和营销问题。谷歌则率先用Gemini Assistant取代Google Assistant,展现了其在AI领域的积极进取。 百度发布了新的AI模型Ernie 4.5和X1,其价格远低于竞争对手,例如GPT-4.5和DeepSeek R1,这标志着AI价格战的加剧。人工智能的价格下降速度远超摩尔定律,大型科技公司也正在利用价格作为竞争优势。DeepSeek模型的出现被认为是AI竞争中的一个关键时刻,百度新模型的发布也被视为另一个DeepSeek时刻。 AI模型低价对股市、初创企业和企业都产生了影响。股市波动的原因有很多,不仅仅是AI模型低价。计算成本的转移也需要考虑。AI模型低价对初创企业的影响是双面的:短期内有利于初创企业发展,长期内可能限制其定价空间。AI价格战对代理商定价模式也产生了影响,未来代理商的定价可能会基于商品成本而不是人力成本。 AI价格战的背后可能存在地缘政治因素,应对AI价格战的策略包括禁止竞争对手的AI模型,或者免费发布强大的AI模型来收集更多用户数据。AI的商业模式将发生快速变化,智能度趋于无限,价格趋于免费。 David Barnard: 苹果公司以高标准为由推迟Siri的AI功能发布的说法站不住脚,Siri长期以来都是一个糟糕的产品。 Sandeep Manudain: 中国的AI公司不仅构建了更好的模型,而且构建了更便宜的模型,美国难以与其竞争。 Robert Scoble: 如果我是扎克伯格,我会免费发布一个强大的AI模型来结束这场价格战,因为胜出的模型将收集更多用户数据,从而使其眼镜和服务更好、更赚钱。 Mark Jeffery: AI的智能度趋于无限,价格趋于免费,围绕AI构建的增值服务和垂直领域将获胜。

Deep Dive

Chapters
Apple's AI strategy is facing significant challenges, with delays and quality issues plaguing its Siri AI. Internal reports reveal disarray and a lack of priority for AI development, contrasting sharply with Google's proactive approach in replacing Google Assistant with Gemini.
  • Apple's Siri AI is facing major delays and quality issues.
  • A leaked all-hands meeting revealed disarray in Apple's AI division.
  • Apple has confirmed delays and tacitly acknowledged advertising features that don't exist.
  • Google is replacing Google Assistant with Gemini, showcasing a more proactive AI strategy.

Shownotes Transcript

China’s Baidu dropped new AI models at prices far below competitors like OpenAI and DeepSeek. Baidu's Ernie model matches GPT-4.5 at only 1% of its cost, kicking off a significant AI price war. Before that in the Headlines, Apple's AI strategy is officially a dumpster fire.

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