松鼠Ai联合创始人梁静在达沃斯论坛指出，当前教育AI市场存在泡沫，许多产品只是简单套用通用大模型，缺乏对教育垂直领域的深度优化。她强调，真正的教育AI需基于专业深耕，而非技术“套壳”。
AI初创公司融资额创新高，达1500亿美元，但市场担忧泡沫风险。企业通过大规模融资构建“堡垒资产负债表”，以增强财务实力，应对市场不确定性。
谷歌DeepMind CEO警告AI创业泡沫，指出初创公司未开展业务就获数百亿美元估值不可持续，应与大型科技公司的基础设施投资区别看待。
小鹏汽车董事长何小鹏近日分享赴美交流洞察，认为AI行业整体无泡沫，仍处起步阶段。他指出，未来三年物理AI领域可能迎来重大突破，自动驾驶有望直接跨越至准L4或完整L4级别，人形机器人也将实现技术飞跃。
Xai
$1.4
Input tokens/M
$3.5
Output tokens/M
2k
Context Length
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
$6
$24
256
Baidu
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
%20--%3e%3cdefs%3e%3cstyle%3e%20.st0%20{%20fill:%20%23061b40;%20}%20.st1%20{%20fill:%20%23306af1;%20}%20.st2%20{%20fill:%20%235ce5cf;%20}%20%3c/style%3e%3c/defs%3e%3cg%3e%3cpath%20class='st0'%20d='M55,10.5h9v3h-9v9h12V7.5h-12v3ZM64,19.5h-6v-3h6v3Z'/%3e%3cpolygon%20class='st0'%20points='69%2016.5%2078%2016.5%2078%2019.5%2069%2019.5%2069%2022.5%2081%2022.5%2081%2013.5%2072%2013.5%2072%2010.5%2081%2010.5%2081%207.5%2069%207.5%2069%2016.5'/%3e%3cpolygon%20class='st0'%20points='95%2010.5%2095%207.5%2083%207.5%2083%2022.5%2095%2022.5%2095%2019.5%2086%2019.5%2086%2016.5%2095%2016.5%2095%2013.5%2086%2013.5%2086%2010.5%2095%2010.5'/%3e%3cpath%20class='st0'%20d='M40,1.5v21h11.6l1.4-1.4v-7.6h0c0,0-1.4-1.5-1.4-1.5l1.4-1.4V2.9l-1.4-1.4h-11.6ZM50,19.5h-7v-6h7v6ZM50,10.5h-7v-6h7v6Z'/%3e%3c/g%3e%3cpath%20class='st1'%20d='M23.1,24L14.7,4.8l-4.9,11.2h3.8l-1.8,4H3.3L12.1,0H2C.9,0,0,.9,0,2v20c0,1.1.9,2,2,2h21.1Z'/%3e%3cpath%20class='st2'%20d='M34,0h-16.8l10.6,24h6.2c1.1,0,2-.9,2-2V2C36,.9,35.1,0,34,0ZM32.5,20h-4V4h4v16Z'/%3e%3c/svg%3e)
