松鼠Ai聯合創始人梁靜在達沃斯論壇指出，當前教育AI市場存在泡沫，許多產品只是簡單套用通用大模型，缺乏對教育垂直領域的深度優化。她強調，真正的教育AI需基於專業深耕，而非技術“套殼”。
AI初創公司融資額創新高，達1500億美元，但市場擔憂泡沫風險。企業通過大規模融資構建“堡壘資產負債表”，以增強財務實力，應對市場不確定性。
谷歌DeepMind CEO警告AI創業泡沫，指出初創公司未開展業務就獲數百億美元估值不可持續，應與大型科技公司的基礎設施投資區別看待。
小鵬汽車董事長何小鵬近日分享赴美交流洞察，認爲AI行業整體無泡沫，仍處起步階段。他指出，未來三年物理AI領域可能迎來重大突破，自動駕駛有望直接跨越至準L4或完整L4級別，人形機器人也將實現技術飛躍。
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