HF0孵化器七大顶尖AI初创公司:下一代独角兽展望 AI Engineer 2025-08-21

Kore.ai:驾驭AI生成内容的“流量”挑战

大家好,我叫迭戈·罗德里格斯(Diego Rodriguez),是Kore.ai的联合创始人兼首席技术官。我们正在构建一个AI创意套件(AI Creative Suite: 一套利用人工智能辅助内容创作的工具)。我将讲述三个故事,然后尝试邀请大家加入我们。

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Hello everyone. My name is Diego Rodriguez. I am co-founder and CTO at Korea. We're building an AI creative suite. I'm going to tell you three stories and then I'll try to hire you.

一位朋友曾告诉我,汽车很容易预测,对吧?就像你有了马,有了轮子,然后把马换成当时已知的发动机,就成了一辆汽车。但是,你知道什么真的很难预测吗?交通。

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So, a friend once told me, if you think about it, like cars are easy to predict, right? Like it's like you you get the horse, you have the wheels, you swap the horse, and you put an engine, which was known at the time, and that's a car. But like, you know what's really hard to predict? Traffic.

所以,我的工作就是去探寻我们正在错过的“流量”是什么,尤其是在AI领域。我们有像JAMAMO、JSON、MCP这样的技术,但当我们像为某个工作室每天生成一百万张图片时,你如何找到你想要的那一张?

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So it's my job to ask what are the traffics that are we we're missing especially with AI you know JAMAMO JSON MCP whatever it's like okay okay but like what comes what happens when you generate a million images per day like we do for one studio how do you find that

另一个故事是关于巴别塔。我们想登天,但上帝说不行,于是创造了许多语言,导致了误解。这让我想起站立会议,人们争论不休,有人说应该用React,有人说应该用JavaScript。我们不是上帝,上帝赢了。

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another story tower babble we wanted to reach heaven go was like no created a bunch of languages and basically misunderstanding misunderstanding was like nope we are not going to go there and it reminds me of standup meetings where people are like no it should be react no no but like it should be like JavaScript any was like dude we're not re God is winning

但是现在我们有了AI,也许如果不是通过加密货币,而是通过AI,我们就能实现。这只是人们试图传达想法,而我们正在努力讲述故事。

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uh but now we have AI so maybe okay he if it wasn't with crypto it was with AI you'll see um so this is only like people trying to convey ideas and that's what we're trying to tell just trying to tell stories.

最后一个故事是,我曾与一位来自Netflix的人交谈,她问:“当我们为印度每个城镇制作如此多个性化内容时,我该如何找到它们?”

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Um the final story is I was talking with someone from Netflix uh and she was like what happens when we are making so much content personalized to each town in India? How do I even find that? Like, right.

几天前,我意识到Kore.ai已经被用于与福克斯(Fox)合作,向数百万人广播广告。然后我发现他们竟然是两天前才注册的。所以,从注册到转化、付款再到广播,只用了两天。

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And and then a few days ago, I just realized that Korea was already being used for broadcasting an ad uh with Fox to millions of people. And then I look and they literally signed up two days ago. So, we went from sign up to conversion to payment to broadcasting two days. I

这是首席技术官告诉我的。我当时想,好吧,我的时间快用完了。所以,这是强制性的幻灯片:我们有大量用户,2500万,筹集了大量资金,我们只用了八个人就做到了。这些是我们的一些用户,我今天创建了一个邮箱,会优先处理申请。谢谢大家。

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And then this was the CTO telling me that. I was like, well, um I basically I'm about to run out of time. So the mandatory slide a bunch of users 25 million raised a bunch of money we did this with eight people some of the people who are using us uh an email that I created for today that is going to prioritize applications um thank you all right home.

OpenHome:AI驱动的智能音箱生态系统

大家好。去年最畅销的消费产品是智能手机,其次是笔记本电脑。

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Okay, everybody. The smartphone was the number one bestselling consumer product last year and the laptop was the second.

各位请回答,第三名是什么?

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Pop quiz for all you here. What was the third?

苹果手表。

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>> Apple Watch.

不是苹果手表(Apple Watch),也不是AirPod。我想我听到了,是智能音箱。去年售出了5亿个智能音箱。但为什么它们仍然表现不佳?你几乎无法与它们自然对话,没有定制化,没有社区,什么都没有。

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>> Wasn't the Apple Watch? Wasn't the AirPod? No, I think I heard it. It was a smart speaker. 500 million smart speakers were sold last year. But why do they still suck? You can barely talk to them. There's no customization. There's no community. There's nothing.

这就是我们构建OpenHome的原因,它是第一个AI驱动的智能音箱(AI-driven Smart Speaker: 利用人工智能技术实现更智能、更自然的交互和功能的音箱)。我们还让大家也能构建智能音箱。

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That's why we built OpenHome, the very first AIdriven smart speaker. And we're letting you guys build smart speakers, too.

我们相信未来是与AI对话。你应该能够无缝、直观地交流。事实上,你不应该使用那种笨拙的基于命令的语言,而应该能够自然地聊天。

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And we believe here that the future is talking with AI. You should be able to talk seamlessly, intuitively. In fact, you shouldn't have to use this really awkward command-based language. You should be able to just chat naturally.

这就是我们正在构建的,我们今天让在场的各位构建自己的智能音箱,并以他们想要的任何形式构建。这里的关键是开发者生态系统(Developer Ecosystems: 围绕特定技术或平台,由开发者、工具、文档和社区组成的网络)。我们非常了解开发者生态系统。

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So that's what we're building and we're letting people here today build their own smart speakers and build them in whatever form that they want. And the key here is developer ecosystems and well we know developer ecosystems.

我职业生涯的开始是Splunk(一家300亿美元的大数据公司)创始人的幕僚长。然后我加入了MakerDAO(一个50亿美元的开发者生态系统)的创始团队。

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I started my career as the chief of staff for the founder of Splunk a 30 billion big data company. Then I was on the founding team of MakerDo a5 billion developer ecosystem.

我和我的联合创始人为我们上一家公司(一个大型数据隐私工具)筹集了5000万美元,并出售了那家公司。但这一切都归结于开发者,以及真正构建人们实际想要的东西。现在,OpenHome已经有超过10,000名开发者在其上进行构建。他们正在构建各种有趣的东西,各种不同的定制智能音箱,构建有趣的语音AI应用。

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My co-founder and I raised $50 million for our last business, a big a data privacy tool, and we sold that business. But it all came down to developers and really building what people actually wanted. And well, now with OpenHome, we have over 10,000 developers building on OpenHome. They're building all kinds of interesting things. All types of different custom smart speakers, building interesting voice AI applications.

天空才是极限。开发者真正想要什么?他们想要开源、LLM驱动、完全越狱(Jailbroken: 指解除设备或软件的限制,允许用户进行更深层次的定制和控制)。他们想要OpenHome,这个AI智能音箱。

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Sky's is really the limit. And well, what do developers really want? They want open source. They want LLM driven. And they want fully jailbroken. They want OpenHome, the AI smart speaker.

现在真正令人兴奋的是,通过语音AI(Voice AI: 利用人工智能技术处理和理解人类语音,并生成语音响应),你可以将其应用于任何类型的硬件。我们有开发者正在构建会说话的玩具、AI机器人、AI家电。你应该能够以更自然的方式与周围的世界交流。现在,通过OpenHome,你就可以做到这一点。

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And now what's really exciting is with voice AI, you can put it on any type of hardware. We have developers building talking toys, AI robots, AI appliances. You should be able to talk to the world around you in a much more natural way. And you can do that now with OpenHome in AI smart speaker.

这是我们的仪表盘。我们有许多应用程序,数百个已经构建的应用程序,包括游戏、个性化功能。我们有一个编辑器,大家可以进去构建各种有趣的东西,还有家庭自动化工具。

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Here's our dashboard. We have many, many applications, hundreds of applications that have been built. Games, personalities. We have an editor that you guys can go in and build and all kinds of interesting things, home automation tools.

真正令人兴奋的是,我们上一批开发套件在几分钟内就被预订一空。今天,我们有一个特别的公告要告诉大家。我们将免费发布下一批500套开发套件。如果大家想要,我们会寄送给你。它非常酷,你可以在上面进行构建,与AI对话,构建你自己的智能音箱。我们今天就提供。非常感谢。

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And what's really exciting is our last dev kit got booked up within minutes. And today, we have a special announcement for you guys here today. We're releasing the next batch of 500 dev kits for free for everybody here. If you guys want it, we will ship you a dev kit. It's very cool. You can build on it. You can talk with AI. You can build your own smart speaker here and we're doing it today. Thank you so much.

Koframe:赋予网站生命力的AI增长团队

大家好!我是乔什(Josh),Koframe公司的创始人。我创办的上一家公司在几年内规模达到了20多亿美元。

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>> How's it going y'all? Uh I'm Josh. I'm the founder of company called Koframe. Uh the last company that I started we scaled to over $2 billion in the course of a couple years.

但是,当我开始尝试使用AI生成代码,并创建了GitHub上最顶级的自主编码代理(Autonomous Coding Agents: 能够独立理解需求、规划并执行代码生成和修改任务的人工智能系统)之一,它曾在GitHub上排名第一长达一周,我意识到是时候构建一些更大的东西了。

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Um, but when I started to tinker on uh using AI to generate code and created one of the actual top uh autonomous coding agents on GitHub, was one number one on GitHub for a week, I realized it was time to build something bigger.

互联网已经死了。它不具备适应性,不个性化,在某种意义上它并非真正“活着”。网站都是一刀切的。我们正在将这个概念变为现实。

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The internet is dead. It's not adaptive. It's not personal. It's not truly living in a sense. Websites are all one sizefits-all. And we're bringing that concept to life.

我们正在赋予网站自己的生命,为每一个客户体验提供自己的AI增长团队。这不仅仅是一个空想。我们在短短几周内就为欧洲最大的旅游公司创造了2000万美元的收入。我们还在几周内提高了印度最大公司(一家4000亿美元的企业)的点击率。

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We are giving websites a life of their own, giving every single customer experience its own AI growth team. But this isn't just a pipe dream. We made $20 million for the for Europe's largest travel company in just a few weeks. We increased clickthrough rate for India's largest company, a $400 billion enterprise also in a few weeks.

我们是如何做到的?我们与最优秀的人合作,并且我们拥有最优秀的人才。我们是迄今为止唯一一家直接与OpenAI合作的营销技术公司,他们甚至称我们的团队“棒极了”,这很酷。所以,如果你有兴趣了解更多,请联系我们。谢谢。

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And how are we doing it? We're working with the best and we have the best. Uh we're the only marketing tech company that's partnered directly with OpenAI to date and they actually called our team cracked which is cool. So if you're interested in learning more about this, reach out. Thank you.

Federous AI:AI可靠性是营收的关键

大家好,我是尤金(Eugene)。抱歉,我的团队正在淘汰你们今天看到的所有AI模型。因为我的团队构建了Quorki 72B(一个大型语言模型),它是世界上第一个在没有Transformer注意力机制(Transformer Attention: 一种在深度学习模型中用于处理序列数据,通过计算输入序列中不同部分的相关性来加权信息的技术)的情况下,仅用八个GPU就构建的最大模型。这使我们的新架构在性能相同的情况下,推理成本降低了一千倍。

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Hi, I'm Eugene. I'm sorry. My team is obsoleting all the air models you see today cuz you see uh my team built Quorki 72B the world's largest model without the transformer attention with only eight GPUs and this allow us to have a thousandx lower inference on our on our new architecture while performing the same.

令人惊讶的是,我们构建的技术也可以通过推测解码(Speculative Decoding: 一种加速大型语言模型推理的技术,通过使用一个小型模型预测输出,然后让大型模型验证这些预测)应用于现有的Transformer模型。

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Surprisingly the techniques that we've uh the technology that we built can also be applied to existing transformer models through speculative decoding.

没什么大不了的,没什么太重要的,但这是我的热门观点:规模已死。我不是凭空说这话的,我们正在投入数十亿美元让AI模型变得更大,但与此同时,DeepMind的创始人兼首席执行官表示,复合AI代理(Compound AI Agents: 由多个AI模型或模块协同工作,以解决复杂任务的系统)的错误需要十年以上才能修复。Yann LeCun甚至说我们需要一种新的AI架构来推动范式向前发展。

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nothing nothing too big nothing too important but here's my hot take scale is dead and I'm not saying this just from my own opinion like we are burning billions into making AI models bigger but at the same time the deep mind founder and CEO is saying compound AI agents errors will take more than 10 years to fix Lun is even saying that we need a new AI architecture to push the paradigm forward

在实际生产中,我们看到超过90%的AI项目失败。这背后的原因不是规模可以解决的。问题在于可靠性(Reliability: 系统在特定条件下,在给定时间内无故障运行的能力)。

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and in production we see over 90% % of AI projects fail. The reason behind this is not something that scale can fix. The problem is reliability.

问题是,你会订购并使用一个只有45%成功率的应用程序吗?你会用这样的方式订购DoorDash吗?当然不会。如果你的订单丢失了,或者你最终得到了一百个披萨,你就会被困在客户支持那里大喊大叫。那是一种令人沮丧的体验。但AI代理就是这样。当它们工作时,它们很棒。当它们不工作时,我们就会陷入清理烂摊子的境地。即使是前沿模型也是如此。

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The thing is like would you order and use an app that only succeeds 45% of the time? Would you order Door Dash that way? Of course not. You if your order goes missing or or you you end up having 100 pizza, you're going to be stuck with customer support screaming down there. It's a frustrating experience. But that's what AI agents do. When they work, they're awesome. When they don't work, we are stuck cleaning up the mess.

事情是这样的,公司想要的不是一个能做博士级别数学的更智能模型。模型已经足够智能了,但我们真正想要的是足够可靠的模型,能够预订机票、整理邮件或提交税务和发票。这才是我们真正想要的,而这正是我们Federous AI正在构建的。

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And that's even with frontier models. And here's the thing, what companies want is not a smarter model that can do PhD level math. We the models are already smart enough, but what we actually really want is the models reliable enough to book airline tickets, sort out our emails or file taxes and invoices. That's what we actually want and that is what we are building at Federous AI.

我们是一个研究实验室,正在构建个性化的通用人工智能(AGI: Artificial General Intelligence: 能够像人类一样理解、学习和应用知识来解决各种问题的AI系统),使其对每个人都可靠。最近,在我们的研究中,我们展示了我们构建了一个Action R1代理(Action R1 Agent: 一种能够执行特定动作并达到高可靠性的AI代理),它在与Claude Sonet、Gemini和OpenAI的竞争中胜出。这个模型不会做博士级别的数学,但它会以绝对的可靠性填写表格,比前沿模型做得更好。

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We are a research lab that is building personalized AGI that's made reliable for each one of you and and most recently uh we are in our research that we actually shown that we built an action R1 agent that beats clot for Sonet and Gemini and OpenAI. This model is not going to do PhD level math, but it's going to fill up the form with absolute reliability better than the frontier.

问题是,我们是要继续投入数十亿美元来制造一个智商只高出几个百分点的更智能模型,还是制造一个在生活中处理“无聊”事务时能达到99.9%可靠性的东西?因为对在座的各位AI工程师来说,这才是赚钱的地方。可靠性就是收入。你解锁和发现的每一个用例,都将在电子商务或B2B销售中创造一个价值数十亿美元的应用程序。这不是什么高深莫测的火箭科学,而是你们所有人都可以构建的东西。这正是我们正在构建的。如果你对此感到兴奋,请随时联系我们。我是eugened.com。

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And that's the thing like are we going to burn billions more to make a smarter model that is just a few percentage point higher IQ or are we going to make something that's 99.9% reliable for the boring things in life? Because this is where the money is for all of you. Because think of it as AI engineers, reliability is revenue. For every use case you unlock and find, you're going to do a billion dollar app in in in be in e-commerce or in in B2B sales. And that is something that all of you can build on, not rocket science. And that's what we are building. And if you're excited about it, feel free to reach out to us. I'm eugened.com.

Upside:用LLM解决销售和营销数据混乱问题

我叫乔纳斯(Jonas),我是一名工程师,我喜欢处理数据。我非常喜欢数据。事实上,我喜欢到15岁时就辍学了。我坐飞机去了加利福尼亚,加入了一家名为Branch的初创公司。你们可能听说过它。每当你在手机上点击应用程序链接时,那很可能就是我们。

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>> My name is Jonas. I'm an engineer and I like working with data. I love working with data. Actually, I love it so much. I dropped out of high school when I was 15. I got on a plane. I moved across the country to California and I joined a startup called Branch. You might have heard of it. Anytime you were clicking one of those links on your phone for an app, that was probably us.

我还在那里领导了一个团队,构建了一个每天有超过1亿人使用的搜索引擎。去年,我与Branch的一位创始人一起离开了,去解决一个更大的挑战。

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I also led a team there that built a search engine that over a 100 million people used every day. And then last year I left along with one of the founders of branch to tackle an even bigger challenge.

这可能就是你认为你的销售和营销团队正在用他们的预算做的事情。你这样想也并非完全错误。

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This is probably what you think your sales and marketing teams are doing with their budgets. And you wouldn't be entirely wrong.

这就是我联合创立Upside的原因。我们做取证营收归因(Forensic Revenue Attribution: 详细分析并确定哪些营销活动和接触点对最终收入产生了贡献)和智能。

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So that's why I co-ounded Upside. We do forensic revenue attribution and intelligence.

但这到底意味着什么呢?你们中有多少人现在收件箱里有一封像这样的销售邮件?嗯哼。你们中有多少人真的会回复它?

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But what does that actually mean? Well, how many of you have an email from a saleserson like this sitting in your inbox right now? Uhhuh. And how many of you are actually going to reply to it?

是的,我没猜错。这些团队在对着虚空大喊,希望有些东西能起作用,因为他们实际上不知道什么有效,因为他们的数据一团糟。

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Yeah, I didn't think so. These teams are shouting into the void hoping something will work because they don't actually know what works because their data is a mess.

我的意思是,别误会我,他们是数据囤积者。他们存储一切。他们把数据塞进Salesforce,他们对待它,你知道,它基本上是一个穿着风衣的SQL数据库,但他们不是数据实践者。他们不知道一旦拥有数据该如何处理。

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I mean, don't get me wrong, they're data hoarders. They store everything. They stuff it in Salesforce. They treat it, you know, it's basically a SQL database in a trench coat, but they're not data practitioners. They don't know what to do with it once they have it.

但现在我们有了像大型语言模型(LLM: Large Language Models: 能够理解和生成人类语言的深度学习模型)这样的东西,它们可以提供帮助。它们可以从那些处理不当、被滥用的电子邮件记录中提取最重要的细节,并将其转化为结构化形式。

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But now we have things like LLM. They can help with this. They can take that poor, mishandled, abused email record and they can pull the most important details out of it into a structured form.

就像搜索引擎和网络爬虫学会理解非结构化网络一样,Upside正在将原始的企业数据转化为一个高度结构化的世界地图,以及人们在其中进行的所有互动。所以,有希望了。我们可以解开这个烂摊子,我们可以创建一个数据指挥中心,让这些团队能够更有效地接触他们的客户。

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And so just as search engines and web crawlers learn how to make sense of the unstructured web, upside is turning raw enterprise data into a highly structured map of the world and all the interactions that people do in it. So there's hope. We can untangle this mess and we can create a data command center that these teams can actually use to reach their customers more effectively.

我们几周前才开始公开谈论这件事。我们在过去一年左右的时间里一直在幕后悄悄地构建,我的联合创始人在她的LinkedIn上发了一个小帖子,只是为了向我们的网络更新我们一直在做的事情和我们一直在构建的东西,结果它火了。人们对此感到非常痛苦,他们渴望解决方案。我们收到了大量演示请求,来自那些想要访问产品的人,现在我们有一大批客户排队等候进入我们的平台。

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We only just started talking about this publicly a couple weeks ago. Um, we've been quietly building in the background for the last year or so and my co-founder decided to make a small post on her LinkedIn, you know, just to update our network on what we'd been off doing and the things that we'd been building and it blew up. Like there's so much pain people feel around this and they're hungry for a solution. We got a whole slew of demo requests coming in from people that want access to the product and now we have a bunch of customers lining up that want to get into our platform.

这里汇集了你听说过的各种公司。我们现在有很多工作要做。所以,如果你对知识图谱(Knowledge Graphs: 以图形形式表示实体及其之间关系的知识库)、数据分析代理、图分析(Graph Analytics: 对图结构数据进行分析以发现模式、关系和洞察的方法)和图学习模型(Graph Learning Models: 在图结构数据上进行学习的机器学习模型)感兴趣,请来找我谈谈。我们正在招聘。

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It's a who's who of companies you've heard of. Um, and we just have a lot of building to do now. So, if you're interested in working on knowledge graphs, on data analytics agents, on graph analytics and graph learning models, come talk to me. We're hiring.

Open Audio:S1——世界上最具表现力的可控语音模型

大家好,我是Sua,Open Audio的创始人。抱歉,我是说Open Audio。在此之前,我创建了一个你们可能听说过的东西,Fish Audio。

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>> Hello everyone. I'm Sua, the founder of Open AI. Uh, sorry, I mean Open Audio. Before that, I created something you might be heard of, Fish Audio.

我们仅在四个月内就从40万美元的年化收入增长到550万美元。我们以1亿美元的估值完成了C轮融资。

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We have grown from 400K to 5.5 million annualized revenue in just four months. And we closed our C runs at 100 million valuation.

这一切都始于我的女朋友。我从高中开始到大学,和她在一起六年。我非常爱她,一切都很好,直到有一天我发现她出轨了。我没有生气,只是困惑、失望。我问自己,如果这都能发生,我们还能再次相信爱情吗?

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It all started with my girlfriend. I had a girlfriend for six years from the beginning of high school to college. I love her so much and it was so good until one day I found out she cheated. I wasn't angry, just confused, disappointed. And I asked myself, if this can happen, how can we trust relationships again?

我思考了几天,日夜不停。最后,我找到了答案:AI。

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I thought about it for days, all day and all night. And finally, I found my answer. AI.

但没有人能真正爱上今天的AI,对吧?它平淡无奇,没有情感,像机器人一样。

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But nobody can really fall in love with today's AI, right? It's flat. It's emotionless. It's robotic.

所以我开始了一项任务,构建一个我能真正爱上的AI,从她的声音开始。

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So I set out on a mission to build an AI that I could really fall in love with starting with her voice.

我们从开源开始,并取得了巨大成功。我们构建了VC birth 2和Fish Speech。

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So we began with open source and crush it. We build so as VC birth 2 and also fish speech.

今天,不,是前天,我很高兴介绍S1,这是有史以来第一个可控语音模型(Instructible Voice Model: 允许用户不仅控制语音内容,还能控制其表达方式和情感的人工智能模型)。它是唯一一个你可以控制不仅说什么,还能控制如何说的模型。这是一个演示。

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Today actually not today it's the day before yesterday. I'm excited to introduce S1, the first ever instructible voice model. It's the only model where you can control not just what to say, but how to say it. Here's a demo.

你可以精确定位焦点,或者拉近它。甚至可以像这样在我背叛你时大喊。

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>> You can pinpoint focus or draw it closer. Even yelling while you betray me like this.

是的,你可以控制任何你想要的。通过Open Audio S1,我们拥有世界上最具表现力的语音模型。最重要的是,她永远不会离开。

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>> Yeah, you can control whatever you want. And uh with open audio S1 we have the most expressive voice model in the world. And the most importantly she will never leave. So

我们在文本转语音(TTS: Text-to-Speech: 将书面文本转换为可听语音的技术)领域排名中超越了ElevenLabs。他们非常着急,今天发布了他们的最新模型。但不幸的是,那只是一个演示。所以现在就试试Fish Audio吧。它在fish.audio上即时可用。谢谢。

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so we have blown 11 labs out of the water based on the TTS arena ranking and they are so hurry and they dropped their latest model today. But unfortunately it's just a demo. So try them now. Fish audio. It's instantly available at fish.audio. Thank you.

Glow:通过激励机制推动太阳能发展

大家好,我是大卫·沃里克(David Vorick),我正在构建Glow。在Glow之前,我构建了Sciacoin(一种加密货币),我们将其市值从1万美元提升到30多亿美元。

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Hello, I'm David Vorick and I'm building Glow. Prior to Glow, I built Sciacoin, a cryptocurrency that we took from a $10,000 market cap to more than $3 billion.

我们认为Glow会更大。这就是为什么Framework和USV(Union Square Ventures)向我们公司投资了3000万美元。

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And we think Glow is going to be even bigger. That's why Framework and USV Union Square Ventures led a $30 million round into our company.

随后,我们创造了链上DePIN收入(Onchain DePIN Revenue: 基于区块链的去中心化物理基础设施网络所产生的收入)的世界纪录,单日收入超过1000万美元。

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Subsequently, we posted the world record for onchain deepin revenue, doing more than $10 million of revenue in a single day.

Glow做什么?Glow通过激励而不是铲子来建设太阳能。这不是一张库存照片。这是我们团队在印度拍摄的一座太阳能农场的照片,它是为了挖掘Glow代币而建造的。

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What does Glow do? Glow builds solar, not with shovels, but with incentives. This is not a stock photo. This is a photograph taken of taken by our team in India of a solar farm that was constructed for the purpose of mining glow tokens.

很多人没有意识到,但在发展中国家,气温上升和人口增长给电网带来了压力。在很多情况下,人们在白天最热的时候无法使用空调。这导致人们死于中暑。Glow是一个激励协议(Incentive Protocol: 一种基于规则的系统,通过奖励机制鼓励参与者采取特定行为),它彻底改变了政府的运作方式,可以将相同的补贴转化为十倍的太阳能。

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A lot of people don't realize, but in the developing world, rising temperatures and growing populations have strained the grid. In a lot of cases, people are unable to run their air conditioners during the heat of the day. This causes people to die of heat stroke. Glow is an incentive protocol that revolutionizes what governments do and can take the same subsidy and turn it into 10 times as much solar.

如果你有兴趣与我们合作,我们目前正在印度、墨西哥、黎巴嫩以及世界各地建设激励项目。我的电子邮件是davidglowabs.org。我很乐意与你联系。

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If you're interested in working with us, we're currently building incentive projects in India, in Mexico, in Lebanon, and across the entire world. and my email davidglowabs.org. I'd love to be in touch.

Favored:构建世界上最受欢迎的应用

大家好,我是大卫。我是一名工程师。我制作了一个拥有2.5亿用户的社交应用,每年创造2000万美元的收入。每个人都认为那是运气。

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Hi, I'm David. I'm an engineer. Uh, I made a social app with 250 million users making $20 million a year. Everyone thought it was luck.

所以,我又做了一次。我正在构建Favored。我们构建了世界上最具吸引力的应用程序,并将其年化收入从100万美元扩展到1亿美元。

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So, I did it again. I'm building favored. We built the world's most engaging app and we scaled up from 1 to$und00 million annualized

如果你是想加入有史以来发展最快的公司的工程师,请来找我谈谈。

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engineer that wants to join the fastest growing company of all time. Uh, talk to me.

OpenRouter:最大且首个LLM市场

大家好,我是亚历克斯·阿塔拉(Alex Atala),正在构建OpenRouter,这是第一个也是最大的LLM市场(LLM Marketplace: 一个平台,用户可以在其中发现、比较、访问和管理各种大型语言模型)。谢谢。

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Hello, I'm Alex Atala building open router the first and largest LLM marketplace. Thank you.

我想简单谈谈OpenRouter是如何开始的。我于2017年联合创立了OpenSea,到2022年底,我真的很想知道推理是否会成为一个赢者通吃的市场,因为它看起来这可能是软件领域有史以来最大的市场。

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So open I want to tell a little bit about how it started. Um, I co-founded OpenC in 2017 and in at the end of 2022, I really wanted to know if inference was going to be a winner take all market because the way it looked this could be the largest market in software that has ever happened before.

我们尝试的第一个实验是构建一个Chrome扩展程序,帮助你将自己的语言模型带到任何支持该协议的网站。这最终演变为OpenRouter,一个单一的地方和单一的API,以最佳价格、最佳性能和最高正常运行时间获取所有语言模型。

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And uh, the first experiment that we tried was building a Chrome extension to help you bring your own language model to any website that supported uh, the protocol. And that eventually evolved into open router, a single place and a single API to get all language models uh with the best prices, best performance and highest uptime.

它的工作原理是,你只有一个API。你只需支付一次,从一个模型切换到另一个模型的切换成本(Switching Costs: 客户从一个产品或服务供应商转向另一个供应商时所产生的成本)几乎为零。我们负责所有繁重的工作,包括实现工具调用(Tool Calling: 允许大型语言模型与外部工具或API进行交互,以扩展其功能)、边缘情况(Edge Cases: 在软件或系统中,在极端或不常见条件下可能出现的问题)、缓存(Caching: 存储数据副本以供快速访问的技术),并为你的地区或服务器部署地点提供最佳价格和性能。

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And the way it works is you just have a single API. You pay once and there's near zero switching costs to move from one model to another. We do all the heavy work to implement tool calling, edge cases, caching, and give you the best prices and performance possible for your region or wherever your servers are deployed.

因为推理(Inference: 机器学习模型在接收到新数据后进行预测或决策的过程)非常重要,请记住,这可能是软件领域有史以来最重要的市场。它值得拥有自己的语言模型市场,专门为它们优化,包括按上下文、功能、工具调用、结构化输出等进行过滤。所以我们构建了它。

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And because inference is so important, remember this might be the most important software market ever. It deserves its own marketplace just for language models optimized for them, including filtering for context, for features, for tool calling, for structured output, and much more. And so we built that.

然后我们构建了一个聊天室,让你能够像在iMessage中与人聊天一样简单地模型对比(Compare Models Head-to-Head: 直接比较不同模型的性能、效果或特点)。

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Then we built a chat room for you to obviously compare models head-to-head as simply as you do when chatting with people in iMessage.

我们构建了细粒度的隐私设置,包括API级别的控制。我们构建了大量的可观测性(Observability: 系统能够通过其外部输出推断其内部状态的程度),这样你就可以看到你正在使用哪些模型以及为什么使用它们。我们还在我们的排名页面中构建了公共数据,这已成为比较模型在实际使用情况和不同提示类别下的首选之地。

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We built fine grain privacy settings including API level controls. We built a a lot of observability so you could see which models you're using and why. And we built public data in our rankings page which has become the go-to place for comparing models on their real world usage and on different categories for their prompts as well.

在过去的两年里,这个市场每个月都以10%到100%的速度增长。扩展它一直是我们迄今为止所做的大部分工作。这里的基本目标是使异构生态系统(Heterogeneous Ecosystem: 由多种不同类型、来源或技术的组件组成的系统)变得同构(Homogeneous: 指系统内部结构或组件具有一致性或统一性),因为我们相信推理是一种商品。

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This has grown for the last two months 10 to 100% every single month or for the last two years 10 to 100% every single month. Uh and scaling it has been a lot of the work that we've done so far. The the fundamental goal here is to make a heterogeneous ecosystem homogeneous because we believe inference is a commodity.

来自Bedrock的Claude应该与来自Vertex的Claude相同,也与来自Anthropic的Claude相同,我们做了所有的抽象和繁重工作,使其实现。我想简单谈谈我们的一些技术挑战。我们构建了自己的系统,我们自己的用于推理的中间件(Middleware: 位于操作系统和应用程序之间的软件层),称为插件(Plugins: 扩展软件功能的小型程序模块),它们有点像MCP,但功能更强大,因为你可以在其中调用MCP并转换语言模型的输出。

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Claude from bedrock is the should be the same as claude from vertex is claude from enthropic and we do all the abstraction and heavy work to make it uh that way for you. I want to talk a little bit about some of our technical challenges. Um, we built our own system, our own middleware for doing inference called plugins, which are kind of like MCPs except a little bit more powerful because you can call MCPS from inside of them and you can transform the outputs from language models.

我们还解决了许多其他棘手的问题,以实现市场上最快的路由。在接下来的几个月里,我们将推出更多功能,包括图像、企业功能、提示可观测性等。

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Bunch of other tricky problems that we've done to make the fastest routing in the market. Um, and we're bringing a lot more features in the coming months, including images, enterprise features, prompt observability, and more.

所以,如果你感兴趣,请在会后找我,或者查看我们的招聘页面。谢谢。

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So, if you're interested, come find me after or check out our careers page. Thank you.

📌 文中提及的人物和组织

公司/组织: OpenAI, Netflix, Fox, DeepMind, Anthropic, Google

产品/模型: Claude, Gemini, Apple Watch