Complete AI | United States America (US)

Create: 2025-06-02 Update: 2025-06-29 16:46:12

🔥 Интернет-королева возвращается: 340 страниц об AI, которые взорвали Кремниевую долину

Легендарный аналитик Мэри Микер, автор культовых отчетов о трендах интернета, спустя 6 лет выпустила новый масштабный доклад — на этот раз об искусственном интеллекте. 340 страниц данных, прогнозов и провокационных выводов.

Главный вывод: ИИ-революция уже необратима, и мы находимся в точке "сингулярности".

📌 Основные тезисы:
- AI-революция необратима: В отчете 51 раз встречается слово "беспрецедентный"
- Китайские модели дешевле в 500 раз (ERNIE 4.5 Turbo vs GPT-4.5)
- Индия — неожиданный лидер по числу пользователей ChatGPT (13.5% от мирового трафика)

💸 Пузырь OpenAI?
Микер прямо называет оценку компании ($300B) "сильно завышенной":
→ Выручка OpenAI: $9.2B/год
→ Оценка/Выручка = 33x (у Perplexity — 75x!)

🔧 Технические детали • Стоимость инференса упала на 99.7% за 2 года
• Энергопотребление Blackwell GPU в 105 000 раз ниже аналогов 2014 года
• DeepSeek-R1 почти догнал OpenAI (93% vs 95% в MATH Level 5)
🌐 Главный тренд будущего
Следующие 1 миллиард пользователей пропустят этап приложений и сразу перейдут к AI-ассистентам через голосовые интерфейсы — особенно в регионах с низким интернет-покрытием.

🔮Вывод: "Нынешние лидеры ИИ могут повторить судьбу AltaVista. Единственное, что точно известно — мы в начале нового суперцикла технологий."

Полный отчет: BOND Capital AI Report 2025
Краткий обзор в китайской статье

#КитайскийИИ #КитайAI #ИИтренды #OpenAI #TechАналитика

Complete AI

Forwarded from Китай.AI

• Стоимость инференса упала на 99.7% за 2 года
• Энергопотребление Blackwell GPU в 105 000 раз ниже аналогов 2014 года
• DeepSeek-R1 почти догнал OpenAI (93% vs 95% в MATH Level 5)

🌐 Главный тренд будущего
Следующие 1 миллиард пользователей пропустят этап приложений и сразу перейдут к AI-ассистентам через голосовые интерфейсы — особенно в регионах с низким интернет-покрытием.

🔮Вывод: "Нынешние лидеры ИИ могут повторить судьбу AltaVista. Единственное, что точно известно — мы в начале нового суперцикла технологий."

Полный отчет: BOND Capital AI Report 2025
Краткий обзор в китайской статье

#КитайскийИИ #КитайAI #ИИтренды #OpenAI #TechАналитика

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Telegram and Signal Havens for Right-Wing Extremists

Since the violent storming of Capitol Hill and subsequent ban of former U.S. President Donald Trump from Facebook and Twitter, the removal of Parler from Amazon’s servers, and the de-platforming of incendiary right-wing content, messaging services Telegram and Signal have seen a deluge of new users. In January alone, Telegram reported 90 million new accounts. Its founder, Pavel Durov, described this as “the largest digital migration in human history.” Signal reportedly doubled its user base to 40 million people and became the most downloaded app in 70 countries. The two services rely on encryption to protect the privacy of user communication, which has made them popular with protesters seeking to conceal their identities against repressive governments in places like Belarus, Hong Kong, and Iran. But the same encryption technology has also made them a favored communication tool for criminals and terrorist groups, including al Qaeda and the Islamic State.

🔥 Интернет-королева возвращается: 340 страниц об AI

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