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mango_09

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0勋章

2017-05-17

盘前什么情况？

$Advanced Micro Devices Inc.(AMD)$ RT

盘前什么情况？

2017-12-04

挺坚挺啊

$网易(NTES)$ 其它中概股都跌

2018-02-09

起飞了

$英伟达(NVDA)$ 坐稳了

2017-05-04

$500彩票网(WBAI)$跟amd一样深V

2016-11-12

终于反弹了

$网易(NTES)$ 波动真大

终于反弹了

2017-12-14

正股上涨乏力，call卖不出去啊

$网易(NTES)$ 要不要少赚点卖了呢

正股上涨乏力，call卖不出去啊

2017-10-27

$AMD(AMD)$破十的节奏

2017-08-28

跌跌不休

$陌陌(MOMO)$ 25再入吧

2017-05-03

$Advanced Micro Devices Inc.(AMD)$抄底抄早了

2016-11-03

床铺兄有这么大影响力吗？中概股跌成翔了

2018-08-18

$阿里巴巴(BABA)$ 好长一根绿线，又翻绿了

2018-01-06

看好突破50

$京东(JD)$ rt

2017-11-27

幸好盘前没上车

$Social Reality Inc(SRAX)$ 终于回调了

幸好盘前没上车

2016-10-13

$百度(BIDU)$怎么如此不抗跌

04-12

眼界还是不行

李彦宏内部讲话曝光：大模型开源意义不大

2018-02-08

盘前不妙，破300了

$网易(NTES)$ 不妙

盘前不妙，破300了

2017-12-14

中概股普跌啊

$网易(NTES)$ 什么情况？

中概股普跌啊

2017-12-11

感觉又要高开低走

$网易(NTES)$ 成交很小

感觉又要高开低走

去老虎APP查看更多动态

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19:55","market":"us","language":"zh","title":"李彦宏内部讲话曝光：大模型开源意义不大","url":"https://stock-news.laohu8.com/highlight/detail?id=1157119270","media":"新浪科技","summary":"闭源模型能力会持续领先。","content":"<html><head></head><body><p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。</p><p style=\"text-align: start;\">李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样</p><p style=\"text-align: start;\">“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。</p><p style=\"text-align: start;\">李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）</p><p style=\"text-align: start;\">以下为李彦宏内部讲话实录的部分原文：</p><p style=\"text-align: start;\">一、为什么不开源</p><p style=\"text-align: start;\">已经有足够多的开源大模型</p><p style=\"text-align: start;\">一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。</p><p style=\"text-align: start;\">我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。</p><p style=\"text-align: start;\">闭源模型能力会持续领先</p><p style=\"text-align: start;\">更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。</p><p style=\"text-align: start;\">而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。</p><p style=\"text-align: start;\">闭源才有真正的商业模式，才能聚集人才和算力</p><p style=\"text-align: start;\">反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。</p><p style=\"text-align: start;\">闭源在成本上也有优势</p><p style=\"text-align: start;\">大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。</p><p style=\"text-align: start;\">二、创业者为啥可以依赖文心</p><p style=\"text-align: start;\">双轮驱动不是好模式</p><p style=\"text-align: start;\">首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。</p><p style=\"text-align: start;\">AI创业者的核心竞争力不是模型本身</p><p style=\"text-align: start;\">第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。</p><p style=\"text-align: start;\">创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。</p><p style=\"text-align: start;\">市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。</p><p style=\"text-align: start;\">基础模型不会通吃AI应用</p><p style=\"text-align: start;\">外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。</p><p style=\"text-align: start;\">拼多多、滴滴不怕微信抢饭碗</p><p style=\"text-align: start;\">大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。</p><p style=\"text-align: start;\">文心功能最强，性价比最优</p><p style=\"text-align: start;\">当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李彦宏内部讲话曝光：大模型开源意义不大</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李彦宏内部讲话曝光：大模型开源意义不大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/696b32447d1c181a7397c96ba125d7bd","relate_stocks":{"09988":"阿里巴巴-W","BIDU":"百度"},"source_url":"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157119270","content_text":"4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）以下为李彦宏内部讲话实录的部分原文：一、为什么不开源已经有足够多的开源大模型一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。闭源模型能力会持续领先更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。闭源才有真正的商业模式，才能聚集人才和算力反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。闭源在成本上也有优势大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。二、创业者为啥可以依赖文心双轮驱动不是好模式首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。AI创业者的核心竞争力不是模型本身第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。基础模型不会通吃AI应用外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。拼多多、滴滴不怕微信抢饭碗大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。文心功能最强，性价比最优当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":245776,"gmtCreate":1534522501383,"gmtModify":1704770713551,"author":{"id":"121148945776768","authorId":"121148945776768","name":"mango_09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"121148945776768","authorIdStr":"121148945776768"},"themes":[],"htmlText":"$阿里巴巴(BABA)$ 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19:55","market":"us","language":"zh","title":"李彦宏内部讲话曝光：大模型开源意义不大","url":"https://stock-news.laohu8.com/highlight/detail?id=1157119270","media":"新浪科技","summary":"闭源模型能力会持续领先。","content":"<html><head></head><body><p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。</p><p style=\"text-align: start;\">李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样</p><p style=\"text-align: start;\">“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。</p><p style=\"text-align: start;\">李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）</p><p style=\"text-align: start;\">以下为李彦宏内部讲话实录的部分原文：</p><p style=\"text-align: start;\">一、为什么不开源</p><p style=\"text-align: start;\">已经有足够多的开源大模型</p><p style=\"text-align: start;\">一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。</p><p style=\"text-align: start;\">我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。</p><p style=\"text-align: start;\">闭源模型能力会持续领先</p><p style=\"text-align: start;\">更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。</p><p style=\"text-align: start;\">而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。</p><p style=\"text-align: start;\">闭源才有真正的商业模式，才能聚集人才和算力</p><p style=\"text-align: start;\">反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。</p><p style=\"text-align: start;\">闭源在成本上也有优势</p><p style=\"text-align: start;\">大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。</p><p style=\"text-align: start;\">二、创业者为啥可以依赖文心</p><p style=\"text-align: start;\">双轮驱动不是好模式</p><p style=\"text-align: start;\">首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。</p><p style=\"text-align: start;\">AI创业者的核心竞争力不是模型本身</p><p style=\"text-align: start;\">第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。</p><p style=\"text-align: start;\">创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。</p><p style=\"text-align: start;\">市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。</p><p style=\"text-align: start;\">基础模型不会通吃AI应用</p><p style=\"text-align: start;\">外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。</p><p style=\"text-align: start;\">拼多多、滴滴不怕微信抢饭碗</p><p style=\"text-align: start;\">大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。</p><p style=\"text-align: start;\">文心功能最强，性价比最优</p><p style=\"text-align: start;\">当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。</p></body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>李彦宏内部讲话曝光：大模型开源意义不大</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n李彦宏内部讲话曝光：大模型开源意义不大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/696b32447d1c181a7397c96ba125d7bd","relate_stocks":{"09988":"阿里巴巴-W","BIDU":"百度"},"source_url":"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157119270","content_text":"4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）以下为李彦宏内部讲话实录的部分原文：一、为什么不开源已经有足够多的开源大模型一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。闭源模型能力会持续领先更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。闭源才有真正的商业模式，才能聚集人才和算力反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。闭源在成本上也有优势大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。二、创业者为啥可以依赖文心双轮驱动不是好模式首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。AI创业者的核心竞争力不是模型本身第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。基础模型不会通吃AI应用外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。拼多多、滴滴不怕微信抢饭碗大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。文心功能最强，性价比最优当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。","news_type":1},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157777,"gmtCreate":1518045257680,"gmtModify":1704889089209,"author":{"id":"121148945776768","authorId":"121148945776768","name":"mango_09","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"121148945776768","authorIdStr":"121148945776768"},"themes":[],"title":"盘前不妙，破300了","htmlText":"$网易(NTES)$ 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