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00:01:49 ?????

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00:55:38 Momenta??????

01:02:25 ??

01:19:26 ??????BP??

01:35:26 ??????????

01:49:32 Data Recipe

02:16:33 ?????

02:29:37 ??????

02:39:04 ?????????

02:51:58 ?

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????????????????????????????

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01:31 ??????

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45:00 ?????

53:03 AI 1.0?2.0??????

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2024??????????????????????????AI???????????????????

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02:00 ????

2012??????????????????Coding

2018????????????????

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2023?????????????????????????

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16:56 ??????????

27????3-2?30????P9

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2023???????????????????????????

28:28 ??????AI Native????????

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42:04 ??AI??????????AI????????????Taste?????????????????

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2023?7??10????????10??????????????

01:01:16 ????????

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2023?????????AI????????????????????????????

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01:14:29 ??????????????

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Sora????????????ChatGPT??

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02:01:21 ????????Agent??

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Manus?????????????????Meta??????????

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???Dokie??PPT????????????the first???????the last??

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02:22 ?????

20:29 ?????????????

29:25 GPT-3???

40:46 ChatGPT???????????2023?

01:09:06 2024??????

01:17:58 Scaling Law?????

01:29:56 2025???DeepSeek??

01:38:40 ?? vs ??

01:48:33 IPO?????????

02:01:40 ????

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00:56 ??????????

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2025?????????AI?????

AI War??????????????

02:00 ?????????????8??

03:19 ??????????AI Bubble?

07:38 OpenAI????????????????????

13:10 ??????????????

13:32 OpenAI?????????

15:04 ???????AI War?????????????GPU vs ??TPU

17:16 Google????????Google???OpenAI???????OpenAI??

?????????????

17:48 ??????3???GPT/Claude/Gemini??????????

25:40 ??????????????=?????scale SKU=scale data

27:40 Gemini????????OpenAI????????????????

31:20 ?????????????ChatGPT?????Search?????????Search?????

35:08 ????Google??AI loser??????Google????????

Pre-training?RL?????????Online learning

36:01 Pre-training scaling????????Online learning???

38:49 OpenAI??????3-4????????Anthropic?OpenAI???Scaling team?Ilya?Pre-training team?Thinking Machines???ChatGPT?Post-training team

40:01 ????????????????????????????????Online learning????????????

41:01 Pre-training????????????RL????????????????Online Learning????????????????????????

AGI???? or ????????+?????

43:05 ????????????????????????work????????????work???????????????

44:33 ?????????????

44:45 ????rumor?Sam???????AGI?

45:04 ??L3/L4?????L4???????????????????L3/L4???????????ChatGPT???????, Coding Agent, Office/PPT/Excel Agent, Finance????Agent

???????????????????

47:11 ????????40%OpenAI+40%??+10%Google+10%Anthropic

????25%OpenAI+25%Bytedance+10%Google+10%Anthropic+10%Nvidia+10%TSMC???????

??????bet 3??????winner??Thinking Machines?SSI??Neo Labs????????

2026????????????

50:57 2026????????

52:53 ???????????

54:48 ????????????????????????????????????????Online learning??????????

56:45 ??????Neo Labs????

59:43 Robotics??????????

01:05:55 ???????ARR????????????????????????Bubble

01:08:02 ???????????

01:09:39 ?????????????

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01:10:16 ???AI????

01:12:15 ?????????

01:14:20 ???????????????

01:16:45 3-5?????????AI??????????

???????2025????

?122. ???????????????????????????

?124. ?????2026????The Year of R???????????

?125. ?Altimeter???Freda????OpenAI?Robinhood?????????????????

?126. ????????????????????????????????????

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???????????????????2025?????????????????????Altimeter Capital Freda Duan????

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02:00 ?1984?????????

17:17 2005?????????????????????????

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19:09 ???????????????????????????????????????

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23:21 ???????????????????????????????????

23:55 ??????Web2.0???????????????????????????????????????????????????????

24:31 ???????????????20??05????10????15????Pinterest????????????????

29:13 ?????????????????????????

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34:10 ??????????????????????????????????????????AI?????????

35:06 ???????????????????????founders

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39:56 ?????????????????????

42:26 ?????????????

48:23 ????????C???????????????????

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53:27 ???????????????????????????????????

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01:00:19 ????AI????????????????????????????????0??????

01:04:34 ??????????????????????????????????????????????

01:09:53 ???AI????????????????

01:12:20 AI????????????????????

01:13:00 ???Kimi?MiniMax?????Manus????????????????????????

AI??????????????

01:18:24 AI?????????????

01:19:01 ???????????

01:19:45 ????????????????

01:22:10 Agent?? vs App??????????

01:23:50 ?????AI?????????

01:24:40 ?2026???????

01:26:21 AI Bubble?????????????

01:28:39 ??????????????

??????????????????

01:29:17 ??0?1??1?10??10?100?????????

?CEO???????????????

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01:32:05 CEO?MBTI

01:35:20 ???????

???????2025?????

?122. ???????????????????????????

?124. ?????2026????The Year of R???????????

?125. ?Altimeter???Freda????OpenAI?Robinhood?????????????????

??????

????????????????

??????????2025????????????

????????????????????????????

???????2026???Year of R??????????????

??????????????????????????

1??????2025?11???Sam Altman?????????Altimeter Capital???????????????????OpenAI???1.4???????????????????Sam???If you want to sell your shares, I?ll find you a buyer. Enough.??????????????????????????????????AI???????????AI???????????????

???????Freda Duan???????Altimeter Capital???????????

Altimeter??????????????????????????OpenAI?Anthropic?????????????????NVIDIA?Snowflake?Robinhood??

?????Freda????????????????????????????????????????????????????????????????????????????????

2025??????AI?????

????2025?11??

03:30 Freda?????
04:41 2020-2025?????????
08:12 ???????????AI + Re-industrilization?????? + Digitization of Finance????????????????????????????
10:20 ??????????????
10:59 ??OpenAI
12:14 ?OpenAI???????????Netflix?
16:45 OpenAI???????
20:49 OpenAI???
23:32 Google???
26:27 OpenAI??????IPO
28:25 ??Anthropic
31:25 Neo labs
32:31 ??Robinhood
40:29 ???????????????
44:26 ??????market prediction?
46:07 ????????
55:25 ??????????????
57:13 ?????????taste???????????????
58:22 ?????????????????
01:03:43 ????2025??????
01:09:51 ??AI???????????????
01:14:11 ??AI????????
01:15:04 ???AI bubble???
01:16:31 ??2026?

???????2025?????

?122. ???????????????????????????

?124. ?????2026????The Year of R???????????

??????

????????????????

??????????2025????????????????????????????????????????2025?????

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?122???????????????????????????????????2026???????

?????????????????2026???????The Year of R??????????????????????2026?????????????

02:00 ??2025?

02:00 ????????

o1????Thinking Time Scaling??????????

OpenAI?Anthropic?Google?????????????????????????

??????????dominate????

28:13 ????????

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??????????????????context?environment???????

??????????????????????????

??AI????????

52:31 2025???????????20???

????AI???????????????????????

Thinking Machines??????????????????AI??????

?????Mistral 14b?Kimi 4b?Mistral???????Pre-train??benchmark????Kimi??

????????Manus?????????100m ARR?????gross margin?MoM20%????????3-5bn

01:03:15 ??2026??The Year of R

The Year of R?Return?Research?Remember????Reasoning

01:03:15 Return?

???Return????

ROI???3?????investment??????????return????????I????????R????????????R???????I

???????2026???????return????

?????????????AI???????????????????????????labs????Capex?????????????????????????Scaling Law???????????????

???AI???????????????AGI??????????????????????????

????OpenAI????????????5?DAU????????????????????????Gemini????????????????????

???????? + ????????????Meta?Google???????????Chatbot??????????????????????????? + ???????????????????????????????

AI Coding/??????????????????????Token?????????Token??????????????SOTA???????????????????????????AI??????????????AI?????????????

AI+???????????????????????????????????????????????Copilot????????????????????????????????????????????????????????

??? ????Satya??GDP???????????????AGI????AI????????????????????????

???????????????????????????????????????

2025???????????2024????????????????????????ChatGPT?????Coding?Agentic???????????????????????????????????????????????????????

????????

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01:16:13 Research?

new paradigm?AI???????????????paradigm????AI ???????Ilya?scaling?research??????????research???

???Online Learning???????????????

neo labs?Thinking machines, SSI, Reflection, ????Humans&?Periodic?Isara??

?????????????????????????????????????????KPI???????neo labs?????????????????????

new benchmark????benchmark????????AI??????????????????????????????????????????????????????????benchmark

???????????????????????????????????

01:21:00 Remember?Memory??

Memory?AI????????????Memory?????ChatGPT??????????

???Memory???????retrieval????????????????????????????????????????

Proactive Agent??memory?context????Proactive Agent?????Proactive Agent????????????AI?????AI?????????10x?????

01:24:06 ????

Visual Reasoning??????????????Pixel Machine????????????????Zerobench??Visual Reasoning Benchmark???????????????????10?

Nano Nanana??????????Sonnet 3.5??????????Cursor of Image-gen?????

GPT-3.5???ChatGPT?Sonnet 3.5???Cursor?Sonnet 3.7???Manus?Nano Nanana/Veo????????????ChatGPT???Imagegen/Videogen??????????

????????????????????????Context?Plaud?Granola?Wispr flow/Typeless?Suno?

01:30:29 AI Bubble

?????????????????????????????

?Boom: Bubbles and the End of Stagnation????????????????????

?????????????????????

???????????

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01:47:38 ????????

??Year of R????????????

AI????????????????????????

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Chatbot???????????

??????150???????2?

02:18:31 ?????

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?VC??????????????

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02:29:50 ???????

??????????Year of R?????????????????????

02:36:10 ????????????????????????????????????????????????????AI????????????????????

02:36:30 OpenAI

02:46:38 Google??????Genimi???ChatGPT???????Google???????

03:06:36 Anthropic

03:11:05 Manus

03:19:47 Thinking Machines Lab?Safe Superintelligence Inc.

???????2025?????

?122. ???????????????????????????

??????

????????????????

????????????ONE2X??????CEO???????????AI?????Medeo?

???????????????????????????????Kimi???????????Kimi????????????????Kimi????????????????

??AI???????????????????????????????????????????????????????????????AI???????????????

2025???????AI?????

02:00 ??????????????????

28:39 ?????????????????

32:25 ??????????????

37:11 ??????????????????????

42:23 ???????????>????>??????

01:05:36 ????????????

01:26:15 AI????????????

01:30:50 ??AGI vs ??AGI

01:41:59 ?????????????????

02:01:44  AI???????????????

02:25:49 ????????????????????????

02:38:11 ??????????????????????????

02:50:34 ?????AI?????????????

03:05:45 ?????????

03:20:18 ????????????????

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?95. ?Manus??????3????????????????????????

?103. Lovart???????????????????????????????

?101. ?YouWare??????3???????Agent?????????????

???????????

?59. ??????????????????????????????Sora?

?113. ??????1?????K2?Agentic LLM????????????????

?115. ?OpenAI???3?????6?Agent????????????????????????

2024?3??2025?2??????????????????AIGC??????????1????

??2025??????AI?????????????????2026??????????????????OpenAI???????????????????????????

2025??????????????????????AI?????

01:40 ??????OpenAI???Sam Altman????????????AGI?????

05:46 AI????????????????????????????????

08:34 ???????????????????????????

13:24 ???????OpenAI??

16:16 ?????DeepSeek?????DeepSeek??????AI???????????

19:06 ?????15?????????????????

24:41 ?????????????????????

30:21 ??????????????

38:30 ???VC??????????????Club Deal??????????????????????????GP??????LP?????

40:50 ???????????????????????????

?62. ???????????

?90. ?????????????AIGC???1?????

??????

?????????????????????

????????????????

??????Google DeepMind????????????????????????????????????????????????????

??????????????????????????????????????????????????

??????????????????????Google DeepMind????????????

????????????? ?Gemini Robotics 1.5 brings AI agents into the physical world??Gemini Robotics 1.5?AI Agents??????????????????????

????????????????????????????????????

02:00 ????????????????????simulation?????

?????????????????????????

????????????

??Google???????Sim-to-Real: Learning Agile Locomotion For Quadruped Robots??????????????????????????????seem to real??????????

Paradigm Shift???????????????????????

????????????????????????????????

13:06 ???????????????????????So far, not yet

???????????????

?demo????????????????????

????????????????????????????????????????

?????????????robot action???

???????generalist model??????????specialized model???????????????

23:44 Robotics?????????????????unstructured environment??????????

???????????

??robotics?????????unstructured environment??????????????????

??????????diverse????????????????????

?????startup?data factory??????

??????????????

?27:52 Gemini Robotics 1.5?????????motion transfer???????

Gemini Robotics 1.5??????????

????????thinking????VLA??

???????????cross-embodiment transfer???????

Gemini Robotics 1.5??????????????????

???????????????????????????????

?????unify model????????????????

Motion Transfer?It?s very secret

47:32 ???????????????????????

???????????????????

?????????????

??????????????simulation?????human video?????????YouTube?????????????????????VEO???????

??????sim-to-real gap????????????????????coverage???????????????????????????

???????????????????????????????

?????scalable data

01:03:48 ??????Vision-Language-Vision?vision?language in?????????

???????????????????????????????????

????????VEO?????????????Genie?????????

?????????????????????????????????????????????????????????????????

????????Vision-Language-Vision?vision?language in????????????

01:08:29 ???????????????????????????????????????

???????????????

????????????????????????????

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??????????????????????????95%???

?????????????????????????????

???????solve AGI in the physical world????????AGI???????????????????????????????distraction????

01:17:35 ????????????????I?m on a wrong ship?

???Google AI??robotics???????????????

????promotion?performance review?incentive????????structure??Google?????????????????????????

?Gemini Robotics?????????

?????????????????????70?80???

???????????????????????

AI??????????????

?106. ???????????????????????????

?109. ??????????????????????Meta?????Alexandr Wang?

??????

??????????????????????????

?????language is world

???????????????????????

??2025?10?9????????????????????????????????????????????

?????????????????????????????????????????????????????????????????????

???????????????????????2025?10?30?????????????????????Language???????????????AI?????

02:16 ????

??Meta?Cruise???????????????

??Cruise??????????????????????????

?????????2024?1?????????????1??

????????????stage

19:00 ????Language

???????????VLA?Language?????

????????????????Language????????

?????Language?????????V-L?????????Action

??L????????????

???????

33:53 ???????AI?????

???????????????????AI?????

??????????????10??

??????????KPI?????AI??????????????risky?????

?????????KPI

AI???????????????????

?????Language???????????????????

??????????????????????

????

???L4???

54:30 ?????

??1??????????

???????????????????

??L????????????????paper????

DeepSeek-OCR????

?????AI????

????????????????????????????

????????????????

AI????????????????????

?????AI????????????3???

?????AI???????

??????????

????????????????

?70. ??????FSD???????????????????

??????????????????????????????????????

???????????????MIT?????????????????????

?????????????Kimi Linear?Minimax M2?Qwen3-Next?????????Kimi Linear?Qwen3-Next???????Kimi Linear????????

????????2025????????

????????????????????????????????????????????????????????????????Scaling Law????????????????????????????AI????????????

???????????????????DeepSeek?MoE???????????MoE???????????????????????Attention????????

?????Attention???????bet?????

??????????DeepSeek????Sparse Attention??????????

Kimi????Linear Attention??????????

Minimax????M1?????Linear Attention???????M2??????? Full Attention??????????

????????????????Kimi Linear: An Expressive, Efficient Attention Architecture???????????????Attention???????

????????????????????????????????????????

????????????????????????????????:)?????????????????????????????

04:00 ????????????????????
06:27 ??????????flash-linear-attention???FLA?
07:04 ??????Linear Attention?Linear?
11:19 ???????????????????Kimi Linear: An Expressive, Efficient Attention Architecture??Kimi Linear?????????????????????
?FLA???????Zhang, Yu???
12:20 ???Kimi?????????????????????????
?Linear Attention???????????????????????Full Attention???????????????
14:39 ?Kimi Linear????????KDA???Kimi Delta Attention?????????
18:56 Kimi?????Scaling Ladder???????????????????????????scale?????
20:20 Kimi Linear Attention vs DeepSeek Sparse Attention?Kimi?????????DeepSeek????????????????decoding?????????????
23:01 Minimax?M1?M2???????Linear Attention???Full Attention?????
27:00 ??????????????????????OpenAI?paper???
28:05 Linear Attention?2020?????????????
???????Linear Attention?????????Context Wall
??????decoding???????????????????
38:16 ?Linear Attention???????????????????????????????
40:30 Kimi Linear?3?KDA??1???????????????????
Minimax??????????????????????????????????????????
42:32 ???Trade-off??????expressivity???????efficiency?
Minimax?????????????/???????????????????
?????????????????????????????RNN???????????GAP?????
46:28 chunkwise algorithm for parallelization????????
47:55 ????Attention?????????????
49:36 ??Linear Attention?Sparse Attention???????
Linear Attention?Sparse Attention????????Linear Attention????????Sliding-Window Attention???????
???Linear Attention?Sparse Attention???????????
????????????????????????Full Attention?????????Sparse Attention?
??Sparse Attention??????????Full Attention????????????
55:36 ??????Linear Attention vs Sliding-Window Attention???????
57:05 Transformer ? MoE ? Linear/Sparse Attention?????????????????FLOPs????????????FLOPs??????????
MoE???????????FNN????????????
58:26 ?????????????MoE?????????Attention?Transformer?????????FFN????Attention???FFN????MoE???Attention????????
01:01:28 ???????????????????????????????????????
01:02:48 ??????1????????????????context window??scale up?????
2?Continue Learning??AI????
01:04:30 ???Linear Attention?Transformer??scale up?
01:07:43 ??AI??????????????????????????
???????????????????????
01:10:56 ???????NoPE vs. RoPE
01:12:09 DeepSeek-OCR
01:12:55 ??????Qwen3-Next?????Minimax M2
01:13:39 ???????
01:15:16 ?????????????????????????????????
?????PhD???????????????????
01:23:12 ?????????????Transformer?????????
01:29:50 Delta Rule????????DeepSeek????????????
01:42:23 ???????????

???????

?????DeepSeek?Kimi?MiniMax?????????????????????

??????

?Kimi Linear: An Expressive, Efficient Attention Architecture?

?MiniMax-M1: Scaling Test-Time Compute Efficiently with Lightning Attention?

?DeepSeekMoE: Towards Ultimate Expert Specialization in Mixture-of-Experts Language Models?

2025?4??????????CEO????AI Talk????????????????????1??????????????

?????????????????????????????????????????????????????????????????????????????????????

?????2024??????3???????????????????????????

????????????CEO????????

??????MoE?Mixture of Experts???????????????????????????????????????????????????????????????????????????????????????

?AI????????????????

????2025?4??

02:35 ??????????CEO???

??????AI???

????????????????????????????

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36:18 ??????MoE?????

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??5???????Agent??????Agent OS

??????????????

???????????????????10?????????????

????????????

?1?????????????????18???4000??

01:25:36 ??????MoE?????

2025???????

?????????????????????????????????????

???????????AGI??????360????????????????????Action??????????

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02:09:26 ???????????????

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????????????????

????????????language is world?

???Bilibili??????????

?????????????????????????

?????????????????????????????200??AI??????????????????????????????????????????

??????????????????

??200????????36????4?????????AI????

??????????????????????????????????????

2025???????AI?????

01:30 ?????

07:25 ????????AI?AI?

10:20 ????????

????????

19:35 Part 1????????

????1999?????GPU????

Brook: ?GPU???? ?2004.08?

AlexNet: ????????2012.10?

??????seq2seq?Attention????2014.09?

????????????2015.03?

ResNet: ?????2015.12?

Transformer?????????????2017.06?

AlphaGo Zero: ????????2017.10?

??MoE????2017.01?

CoT: Prompt Engineering??????2022.01?

LoRA: ?????????????2021.06?

ReAct: Agent???????2022.10?

The Bitter Lesson: ??70?????2018.08?

01:52:58 Part 2?Infra??????

ZeRO: ????GPU?????2019.10?

Scaling Law & Chinchilla: ???????2020.01 2022.03?

LAION-5B: ??????????2022.10?

The RefinedWeb: ???????????2023.06?

MegaScale: ??GPU??????2024.02?

02:21:29 Part 3????????

Word2Vec: ????????????2013.01?

Google Translate: ?????????????2016.09?

GPT-1?????2018.06?

BERT: ?????2018.10?

GPT-2: ?????????2019.02?

GPT-3: ChatGPT?????2020.05?

InstructGPT: ?LLM????2022.03?

Tulu 3: ???????2024.11?

03:08:08 Part 4?????????

DeepVideo: ???????????Andrej ?????2014.06?

????: Karén??????????2014.06?

???????: GAN???2014.06?

Diffusion: ?GAN??????????2015.03?

DDPM: Diffusion??????????2020.06?

ViT: ?????Transformer?2020.10?

CLIP: ????????2021.03?

Stable Diffusion?????2021.12?

DiT: ????????????2022.12?

03:56:38 ?????

??????????

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????AI???????????????????????????

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????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

????DeepSeek??9?????????????????

????DeepSeek?Kimi?MiniMax????????????????????

????????????VLA??????????????VLA?

????Kimi K2?????ChatGPT Agent?Qwen3-Coder???????????

??????

???????????????Bilibili???????????https://www.bilibili.com/video/BV1pkyqBxEdB/?spm_id_from=333.1365.list.card_archive.click&vd_source=aa7c66a3d015be4b5bfcd520784f2790

50???PPT?????????????PPT???https://w7py8ou4dk.feishu.cn/wiki/KacewdlmSiSGC9kUOKDch9gwnKf?from=from_copylink

??????????????????CEO?CTO??????2025?8?29????????????????????????

??????????????????To B?????19????????????????????????????????????????????????????????

???????????AI????????AI?Agentic Model????

?????????????????????????????????

2025?????AI?????

02:11 Part 1??????

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56:08 Part 2??????

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2020-2021??????????????

2022???????????suffer???

?AI????????????????

01:45:01 Part 3??????AI

??????????????Token????????????????

???Data???????????

?????????

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Agent?Tool Use??????????????

Agent?????????To C?To B????????????

??????????????????????????????????????

???????????????????????????

??????????????????????????

??????????????OpenAI???????

2025?4????????????????The Second Half????AI???????????????????????????????

???????????????????????????????????????????????????????????????????????6??????????????

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????????2025?5????????????????????

02:58 ?????? ????28????????? ???????????????Agent ???????????GPT????BERT????learning?????????? ???????????????????????????????????????????????????????17:50 ??????? Agent????????????????????????????????????????????Agent Agent???????????????????????????????????????? Agent?????????????????????reward???????????????Multi-Agent??????????????????? Code?????????AI????affordance????????????? ????? ????? ?????48:38 ?????????? ????????????????interface?????? ??????????beyond ChatGPT??? ChatGPT?????????Super App ????Super App?????????????ChatGPT???Super App??????????????Super App Assistant?Her???????????????????????????????????????????????? ??????????????????????? OpenAI?????????Google?????????????????????????????????????????? ???????????????????????????single model???????? ?????????????????????The Computer and the Brain ????????????????????? ?????Chatbot????????????Agent??01:05:01 ?????????? ?????Agent??????????????? OpenAI???bottom-up????????? ???????different bet??????????????????? ????GPT?1???????OpenAI???????????????? ???????????CEO??????500???allocate?????AGI???????allocate???? ?????????????????????????????????????? ????????????????

??????

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???????????????language is world

?????????????????????????????????????????????????????????????

????????????????2019??????????2021?????????70?????????????????????

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02:00 ?????????

03:06 ???1947?????????DNA????????

04:39 ?????????????????????sports style

06:04 ?????????????10???????10?????????

11:52 ??????????????????????

16:22 2019???????????????????????

18:07 ????????????????????

20:45 ??????????????????

23:21 2021???????????????????????

27:31 ???????????????????????????

34:55 ?????????????????????

43:26 10???????????the winning moments??????????????

45:37 ??????????????????????????????????

48:36 ????????????????????????

55:24 ???????????????????????

58:16 ????????????????????????

01:00:43 ???????????????

01:01:33 ????????

01:08:05 ??AI?????????????????AI???????

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???????7??Kimi K2????????????????K2?????MoE????????Agentic?????????????????????????????????????????????????

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??????????????????????????????????

01:49 ??????

??????????????The Beginning of Infinity???????

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????????????????Agent???????????????test-time scaling???????

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L1?L5?????????Claude?bet??????Reasoning???????????Agent??????

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24:58 K2?????

K2?????????????????????????

????????????????????token efficiency??????????????????

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?????Muon??????token efficiency????

??????K2???Agentic?????Agentic???????????????

???????????????????????????Agent?????????????????

?????universal constructor???????

????????????AI native??????????????AI

Muon??????????

54:08 ?????????

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Scaling Law?????????????

????????????feedback??????????feedback??????????????????????

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??Long Context?????????

???Linear Attention??????????????????????????bias????

????????Agent????????????????

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Kimi?????

01:25:05 ????????

Tim??????????????RL???????????SFT

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2024?????????

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??????

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???????????????language is world

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????????????????????????????

??????????

????????????????????????????????????Google Gemini?OpenAI?????????Anthropic???Coding?Agentic??????Mira?Thinking Machines?????????????

????????????????????????????????????????????????????????

??????????????7????????????????????????????????????????????????

2025??????AI?????

03:54 ?????

????????? - Gemini/OpenAI

All in Coding+Agentic ?? - Anthropic

????? - Thinking Machines Lab

Grok ????????????

Meta ?? 0-1 ???????

????????? F1 ??

21:37 ????????????

C????????????????ChatGPT???C?????????

?????? AI ??????????????????????????

?????????ChatGPT??????Chat+??+Coding+Agent+WorkSpace

?????????? Gemini?? TPU ???? Gemini ?????? Agent ????? Google ??/Chrome???/??????/YouTube??????????

33:35 ????????

?? 3 ???????????????????????????????

ChatGPT ????????????? Coding ???????????

OpenAI ??????????????????????????????????????

38:52 ? AI ??????????????

??????????????????????? token ????????????????????? Magic moments?????????? 5 ??????????? Perplexity/Cursor/Manus

???????????????????????? 2 ??1 ??3 ??

?????????????????

44:21 L4 ?????

????? Agent ??? L4 ???ChatGPT ? Deep Research + Anthropic ? Claude Code?????????+????

???????? language/code ?????? code???????/????/???

Claude Code ???????Claude Code ??? L4 ???

??????????? L4 ?????

52:43 ?Google?????

??????ChatGPT ?????????????????????? CEO

???? Google ???????????????????????????????????????????Search ????

55:53 ????

AGI???????AGI???????????????????

????????????????

????????????????????

???????????AGI?

?????????????????

???????????

2023?????????????????????????????

2024?Q1?????AGI???????+??=????

2024?Q2????????????Perplexity??????????AI????

2024?Q3?AGI??????????????OpenAI o1?self-play RL

2024?Q4????????????????LLM????Google??

2025?Q1???????????????????AGI??????

??10????????????????????????????????????????????????????????????????????

????????108????????????????CEO????3??????????????????????

???????????????11??????????????

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00:02:00 ???????

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00:12:05 ?????

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00:43:35 ?????

00:49:02 ???2000???

00:55:45 ??????

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01:58:07 ???????

02:38:34 ?????

03:02:16 ???????

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???????FSD???????????????????

???????CEO???????CEO??????139????

?????30?????????????????????????

???????Robotaxi?ACRush??L2???????L4????

???????????

??????????????????????????????????Kimi K2?ChatGPT Agent?Qwen3-Coder????????Manus???????????????????????Agent????

??????????????The Ohio State University?????????????????Language Agent???????????????????

?????????????????????????????????????????????????????

00:02:00 ?Agent??????

00:14:50 Kimi K2?ChatGPT Agent?Qwen3-Coder?Manus???????

00:28:29 Agent Training ??????????????????

00:30:57 ????????Kimi K2: Open Agentic Intelligence

github.com

00:43:50 ???????????Introducing ChatGPT agent: bridging research and action

openai.com

????OpenAI?OpenAI Just Released ChatGPT Agent, Its Most Powerful Agent Yet

www.sequoiacap.com

01:53:38 ????????Qwen3-Coder: Agentic Coding in the World

qwenlm.github.io

01:59:04 ????????AI???????????Manus?????????Yichao 'Peak' Ji?

manus.im

02:06:06 ?????????????

02:15:20 ???Agent?????????????????????Family of Agents?

02:16:41 ??Bot??????DeepSeek???????

?????

Agent?????????????interaction???????

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??????????????????????????????????

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Agent ??????

1. Coding Agent???????
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????????????????????
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2. Search Agent????????
?????????????????????
??????????????????????
??????????????????

3. Tool-Use Agent??????????
???????????????????
???????? Agent ??????????
???ReAct??? + ???? Agent??? tool calling ????

4. Computer Use Agent??????????
?????OpenAI Operator?Claude ? Computer Use
??????????????????????
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Agent ???????

1. In-Context Learning???????
?????????????????????????????
????????????
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2. End-to-End Training???????
???? Agent ????????????
????????????
???????????????

Agent Training ?????

1. Data Synthesis??????
??????????? trajectory??????
????? Agent ???????????????? memory????

2. Reinforcement Learning??????
?????????? task????? verifiable reward???????
?????????????????? Agent ?????

3. Safety???????
???Agent ????????????????????
????? sandbox??????????????Human-in-the-loop??????

?????????????

????????? input-output ??????????? environment????????? task-reward???-?????? Scale AI ??? rubrics as reward?????????????

Agent ??????????self-improve??????Agent ??????????????????????????????? verifiable reward??????????????? experience??????????????????

???????????????????????CEO??????????Cruise????????????????????????????:????????

?????????????scaling law?????????????????????106?????????????????????????????????1%??????????

???????????????????????????

02:00 ???????

02:48 ???????Sim2Real?????????Sim2Real?gap?????

04:31 ?Cruise???????????????????

14:11 ?????????????????????????

16:17 ????????????????????????????????????????????

32:41 ???Real2Sim????????????????????????????????

46:18 Physical Intelligence????????????????

48:55 ??Meta 300?????Scale AI???aggressive?Alexandr?Wang

53:57 ???????????

55:25 ?????????Mapping?

????????

?????????Skild?????DeepMind?

?????????????Figure????Optimas?The Bot Company?

???????????????????

?????Optimas??????????????

01:09:22 ?????????????????????????????????????

01:15:33 ???????NV is a simulation company

01:21:25 ???????????????????????????????????????

01:23:28 ?????????GPT-1???????scaling law???

01:28:21 ?????????????????

01:37:37 ???????

???????

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???49????????????????????????????????????????????????????????????????????????????????

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?????2025?????????10????????????????????????????????

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2025?????AI?????

03:06 ??????

??????????????????24?????????????

???100????????????????????paper????

??Geoffrey Hinton?Yann LeCun???????

?????????????????????????????????????Richard Sutton??????????

31:18 ???????

????????????????????

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??????????????2400????2400?????????????????

?????????????????1200???

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51:19 ??????

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????Google lead????????frustration???????????GPU?

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01:11:21 ??????

????BP?????????????????Life is so easy?

???????????50-60????????????tough????????

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3???100%hands-off?5???100%eyes-off?10???100%minds-off

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02:35:23 ???????

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31:25 ??Agent?????????

35:52 ??????????????????????

37:42 ???????????????

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41:15 ??????

2016?????????????????????????????????????

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2020???????????????brunch?????

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01:25:08 ??????????????????

ChatGPT????????????????????

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01:44:34 ???????????

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01:25 20??????????????

07:54 ?????Tier 1???18??3???????????????

09:30 ??20???????????????2004????2004-2014??2014-2020??2020????

11:31 ?????????????Tier 1?????????

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27:40 ?????????????????????

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02:36 ??1000??????????????????????

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08:05 ???????????????4000?

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22:43 Rokid?????????

27:40 ????????????????comments

31:41 2019???????????AI??AR??

48:00 ????????????????????

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2025??????AI?????

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25:25 AI??????????????????????vs????

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2023???????????????????????????

36:00 ????????????

37:43 2023?6?-9???????????3????200???

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42:35 ???????????

44:09 ??????4000?

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2024???????

50:05 2024??????????????close?3?

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59:48 ????????Lovart??/??Love art?????

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01:26:01 ????????????????

01:38:46 ???AI????????

01:42:29 ???????

?2025???Agent??????

?Manus??????3???????????????????????

?YouWare??????3???????Agent????????????

Lovart??????????????????????????????

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2025????AI?????

??????????????????????????????????????????????????????10????????

02:00 ???????????????

12:25 CV????????NLP?????????????

17:14 2022?????????????CV???GPT???????

18:22 ?????domain??????GPT?????????????????????????????????????

24:23 ???????????????????????????????????????

29:10 ????????????????????????????????????????????????????????????????????????

38:45 ???????????????????

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41:11 ??????????????????????????????????????????????????????????????????????????????

43:10 ?????????????????????????

44:33 ???????next token prediction?????

45:42 ????????????????????????????

47:27 ?????????????

50:48 ????????RL??????

53:28 o1????????pattern?????????pattern is all you need?

01:01:52 ??????????????????????????????????token???????????critical decision????????????pattern

01:10:16 o1????????Meta-CoT ??CoT?CoT

??????????????

01:10:57 ???o1????????????????????????

01:15:13 ??????????????????????????CoT

01:15:54 ???????project???????????Long CoT?

01:19:06 ?????????????????

01:21:30 o???????domain??????????pattern

01:22:16 ??????????????????????????

01:24:07 o1?????pattern?????????????

01:31:31 ????????????????????text????????scaling law?

01:36:43 ?????????????????????

01:45:42 ?????GPT-4???????

??????GPT-4???

01:46:56 long context??????

02:07:09 ???????????????????????Linear Transformer????

02:08:30 ????GPT-4???????????/????

02:21:22 ??????Agent???

02:25:00 ?????????????????

02:26:34 ???????????????????????

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2024??AI????????????????????????????????????????????2025??AI???????????Agent??????????

?????????Manus??????3??????????????????????????????????AI???????Agent?????????

???????????????????????????????????95??????OnePlus?ByteDance?Moonshot???????????CEO?????????YouWare?

????????????????????????2023?????????10?????????????????Moonshot??????????????????????????????????????Hands-on??????????

??????????3??????????????????????????

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03:16 ???????

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04:36 ???????

06:52 ??????????????

13:00 ????????????????????????????????????1???????????by????

14:40 ???????????????????????????????

19:43 ????????????????????????????????????

23:06 ??????????????????

???????????OnePlus?ByteDance?Moonshot

26:37 ??????????OnePlus?????????????

30:18 ???????????????????????95-100%?0-5%????????????????

33:58 ?????????????????????????

37:42 ?????????????????????????????

39:35 ???????????????????????

41:03 ????????????????????????????????????????????

42:08 ?????????????????????????

43:28 23???????10?????????????????????????????8??????pizza??????????????

50:14 ????Noisee??????

01:03:03 ?????????????????????????????????????

????????

01:05:05 ?????the bitter lesson???????

01:11:59 ???????????????????????????????????

01:12:45 ????????????????????????

01:13:18 ??????AI??????????token??????????per token valuation?

01:16:33 ??????????????????????????????

01:17:52 ??????Chatbot???????????

01:21:18 ??Coding?????Camera?????????????????????????????????????????

01:23:50 ??????????????????????????Vibe Coder????????

01:25:23 ??Anthropic??????????????????????Camera/??????????????Camera?????Snapchat?Instagram?TikTok?TikTok Live

???Agent?????????????

01:37:12 Agent???????????????vs??

01:40:44 Page rank??Agent rank

01:42:07 ??????to C?????to B???????????

01:44:02 Agent?????

01:46:02 ??????OS Agent????????????

01:46:30 ?????????99.9%??????

01:46:57 ???Agent???????????????

01:47:58 ?????Model????????Model?????

01:49:50 ?????????????????????/???????????

01:53:54 ????OS Agent?????

01:58:26 Agent??????????????????????????????

02:03:33 ??2??AI??????????????????token??????

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02:14:50 ???????????

02:19:53 90?founders???????????

02:21:17 ???????????????

02:23:35 ??????Ego

02:33:45 ???????

02:36:57 ???????

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???????????????

2025?3?????????CEO??????Ola Källenius???9??????????????

??????????????????????????139??????????????????????????????????CEO??

?1969???????1993????????????????????6?????2019????????CEO??????????????????????????CEO?

?????????????6?????????????????????????????????????????????????????????????????????????

?????????????????139????

???????????????????????????????????????????????? 04:12 ?????????? ??6?????????????????? ????????????3?????????????? ????????????????????? ????????????????????????? ???????????????????? ?????????????????????? ?????????????????????? 18:24 ??????AI???? ????????????????10???????? ??????????????????????????? ????????????????????????????????????????? ???????????????????? ????????????????????? ??DeepSeek?????????????????? ???????????????????????????????? ??????????????????????? ?????????????????????? 40:17 ?????????CEO???????? ??139???????????????????????????? ??2019?5?22???????????????????????? ???????????????????????? ????????????????????????????????????????????????????? ??????????139????????? ??????????????????????????????????????? ?????????????????????

2021??Sam Altman???????????????Helion Energy??3.75???????????????????Helion??????2028????????50???????

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13:22 ?????????????????????ITER?? ?????????????????250????????30?

14:47 ?????????????????????????????????????????????????????????????????

19:17 ???????Q?/????????????????×??×????????Q???????1?????Q>10

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21:55 ?????????E=MC²???????????????????

27:09 ????????????????????????????????

27:50 ????60????????????????????????

28:50 ??????100?????????

29:11 ??????????????????????

30:17 2024?????????????????????????70????

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34:01 2021?????????????????????????????

39:43 ????????????4??

41:05 ??????????????????????????????????????????????????????????

46:36 ??????????????????

51:05 ???????????????????????EIR??????????????????????????

55:36 2021?????????????????????

???70?????170??????

59:37 ???70?????????????????????????

01:07:33 ?????????????????????????????????????????

01:15:43 ???70????

01:18:49 ??????????????????

01:21:10 ???????????????170????

01:35:18 ?????3??????????????EAST????KSTAR????JT-60SA?

01:38:40 ???380?????????????????????

????????????????

01:41:40 Sam Altman??????????????Helion Energy?????????????????????

01:45:06 ????AI???????

01:52:13 ???????????????

01:54:10 ???CFS?Commonwealth Fusion Systems????????????????????????????????

01:56:40 ????????????????????????

02:03:16 ?????????????

02:04:57 ?????????????

02:30:57 ???????

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???????????????????????????????????????????????????????????VLA???Vision-Language-Action Model????????????????

????????????????????????????????????????????

????????2025????AI?????

???????????????????????????????????????????????????????????????????????????????????????????????????????????????????????

02:30 ???????????

04:11 ??????????????

17:36 ??????????????????robot foundation model?????

21:12 ?????????????????????????????????????leveraging foundation models in robotics??????????????pretraining foundation models for robotics?

???????????????????leveraging foundation models in robotics?

21:59 ?????????Planning+Perception+Actuation???+??+??????????LLM?Large Language Model?????????Planning

23:54 ?Google Robotics??????????????Say Can?Do As I Can, Not As I Say: Grounding Language in Robotic Affordances?

????????????????????????????????

27:03 ?????VLM?Vision-Language Models??????????Perception

27:52 ??Google????Inner Monologue: Embodied Reasoning through Planning with Language Models?

?????????????????????????

29:51 ????????????????DoReMi: Grounding Language Model by Detecting and Recovering from Plan-Execution Misalignment?

?????DoReMi??????????-?????????????

32:47 ??????Actuation????????Code LM??????????????????????Actuation

32:24 ??????????VoxPoser: Composable 3D Value Maps for Robotic Manipulation with Language Models?

?????VoxPoser??????????????????3D?????

?????????????????pretraining foundation models for robotics?

38:36 VLA??????Vision-Language-Action Model???????????????????VLA Agent?

39:53 ??VLA?????????

40:17 Aloha???Learning Fine-Grained Bimanual Manipulation with Low-Cost Hardware?

??????????????????????

47:36 Mobile Aloha???Mobile ALOHA: Learning Bimanual Mobile Manipulation with Low-Cost Whole-Body Teleoperation?

???????ALOHA?????????????????????

50:15 ???A Generalist Agent????????Gato??????????

???????????

52:45 RT-1???RT-1: Robotics Transformer for Real-World Control at Scale?

?????RT-1????Transformer????????????

59:02 Octo???Octo: An Open-Source Generalist Robot Policy?

?????Octo??????????????

01:02:20 CrossFormer???Scaling Cross-Embodied Learning: One Policy for Manipulation, Navigation, Locomotion and Aviation?

??????????????????????????????

01:06:58 ????AI Lab?????GR-1?GR-2?

?Unleashing Large-Scale Video Generative Pre-Training For Visual Robot Manipulation?????????????????????????

?A Generative Video-Language-Action Model with Web-Scale Knowledge for Robot Manipulation????????????????????-??-??????

01:15:02 Palm-E???PaLM-E: An Embodied Multimodal Language Model?

?????PaLM-E???????????

01:20:02 ??VLA?????????Google???RT-2???RT-2?Vision-Language-Action Models Transfer Web Knowledge to Robotic Control?

?????RT-2???-??-???????????????????

01:26:05 RT-X???Open X-Embodiment: Robotic Learning Datasets and RT-X Models?

???????X????????????RT-X???

01:31:16 ?OpenVLA: An Open-Source Vision-Language-Action Model????????RT-2?

?????OpenVLA????????-??-?????

01:32:56 ???????HiRT: Enhancing Robotic Control with Hierarchical Robot Transformers?

?????HiRT????????Transformer????????

01:38:40 Figure AI Helix??????????Figure????

01:39:28 Pi0?????: A Vision-Language-Action Flow Model for General Robot Control?

????????????-??-????????????????

01:41:36 ????????GROOT N1???GR00T N1: An Open Foundation Model for Generalist Humanoid Robots?

?????GR00T N1????????????????

01:42:32 ?Diffusion Policy: Visuomotor Policy Learning via Action Diffusion?

???????????????????????????

01:47:39 ??????RDT-1B: A Diffusion Foundation Model for Bimanual Manipulation?

?????RDT-1B????????????????

01:51:04 ?Prediction with Action: Visual Policy Learning via Joint Denoising Process????????????????????????

????Video Prediction Policy: A Generalist Robot Policy with Predictive Visual Representations??????????????????????????

02:03:06 ????????UP-VLA: A Unified Understanding and Prediction Model for Embodied Agent??UP-VLA?????????????????

?Improving Vision-Language-Action Model with Online Reinforcement Learning??????????????-??-?????

02:09:22 ?????

?????????

????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

????DeepSeek??9?????????????????

????DeepSeek?Kimi?MiniMax????????????????????

??????

???????@???-Benita????@???

???????????????

????????????????2025??????Q1???????????????

???????????????????????????????????????????AI??????????????????Pre-training???????????Pre-training???????????????????Post-training+RL????+?????????

????????????Q1?????DeepSeek???????????Manus?OpenAI?????????????????????????????????????????????????AGI??????????AGI??????????

??????????????????2025????AI?????

????????????????????????????????????????????????04:22 Pre-training??????

????????Pre-training???????Pre-training??????????

???????????????Pre-training???????

OpenAI???????Pre-training?????OpenAI?Pre-train?????????

11:56 Coding?????????????????

???????AGI????????

Coding?????????????Coding?????GDP?????????????????????

Coding????????????????

19:55 OpenAI vs Anthropic?????????????

OpenAI?Anthropic???????????????????????bet??????????

OpenAI?frontier team???O???frontier team???Mark Chen????????Sam/Greg?????

????????????????????????????

?????OpenAI??????????????

30:18 ??AGI????????AGI roadmap?????

????????????????????

??????ChatGPT???????????????????????Coding?Coding Agent?General Agent?AI for Science?Robotics

ChatGPT????????Agent????

????????????????push??????????????????????????????????

???????OpenAI???

???Robotics Foundation model/Research???????

26/27????AI for Science??????

43:00 ?????????

????????????????????????

?????3?????1. ???2. ???3. ???

?????????????

??Chatbot?????????Token???Perplexity??????K Token????Manus?????70-80??Token

48:03 Agent????

??????AGI??????????????

Agent??????3????1. Long Context reasoning, 2. Tool use, 3. Instruction following????

AGI????milestone?long-term memory??????long context

55:49 ???????????Online Learning???

????????????????Online Learning??????????????????

?GPU?????????????

???????????Lepton AI?????????????????

01:02:45 ????????????????

???????20????copy SaaS??????SaaS??????token

???????????????????????????Cloud?OpenAI???????Azure Cloud?????OS????????????Operating System

??????AI???

????????????????feature system vs Learning system????

Perplexity/Cursor/Manus??????????

01:15:11 ??????????????AI????

GPT-4.5??????GPT-5?????????OpenAI?????????

????OpenAI???Anthropic?MCP???OpenAI?????????????????????

Manus vs Perplexity?????????????????????

????????25% Anthropic, 25% Bytedance, 10% OpenAI, 10% Mira Thinking Machine Lab, 5% SSI, 5% Cursor, 5% Manus, ??15%????

??DeepSeek?????????25%

01:54:32?????????????

???????????????????VC investor????????????????????

???????????

2023?????????????????????????????

2024?Q1?????AGI???????+??=????

2024?Q2????????????Perplexity??????????AI????

2024?Q3?AGI??????????????OpenAI o1?self-play RL

2024?Q4????????????????LLM????Google??

??????

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???????????????

??????????????????????????????????2024?12???????????????3?????????????

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???????????????????????24????????????23???

??2025????AI?????

????????????????????????????????????????????????

01:32 10????????????????????????

04:30 2018???????+?????BEV+Transformer?Tesla???

12:07 ??????50-60?/??????/Cruise???7-8?????????????????????????????500?????

13:09 ????????????????????????

15:16 ??????????+??????????????

20:06 ????????????????

25:06 ?????camera??????

28:46 ???????????????????

41:14 ???????13-18?????18??????

50:50 ?L3??L2??????L4????

01:15:15 ????????????????+VLM+?????RL??

01:26:40 2024?3??????????

01:32:23 ??????????????????????????????????

01:35:51 ????????????????????

?????????????

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?????????3????????FSD???

?????????4?Waymo????????????????

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???????2025????AI????????Agent?????????????????AI???????Agent?????????

??????????????????????????????????????????????

??2025????AI?????

????????????????????????????????????????????????

????????2024???????????????????????????????????????????????????????????????????????2023?????????2024??

03:03 ???????

05:15 ?????????????????????????????

17:04 ????????????????

33:16 ?VC?????????????????????????????????

42:10 ???????????????????????????

52:27 ????????????????????????????????

56:19 ???????

58:15 ????founder?????????????????????????

01:05:55 ??????????????????Monica.im?ChatGPT for Google

01:28:04 ?2022?????????????

01:48:38 ??? vs ?????????vs???????????????

02:02:14 ?????????????????????????????????????????????

????????2025???????DeepSeek????????AI?????????????????????????????????Agent???Manus??????????????????????????

02:09:32 2025???????2023???

02:10:09 ???????AI?????????????????

02:20:00 ????AI??idea???????????????????????????

02:21:01 ???????? vs ???????

02:23:51 DeepSeek????????????????????BE YOURSELF??

02:26:27 ??????????DeepSeek??????OpenAI o1????

?02:29:00-02:29:44 ????????????Perplexity??DeepSeek?

02:31:12 ??????????????????Agent?????

02:47:49 ????????A-ha moment????????????????

02:49:27 ????????????AI??????????????

02:51:36 ????????????????????

02:58:24 ????????????????????

03:01:02 ??DeepSeek?????????

03:01:53 ??????????

03:04:39 Peak Ji?Manus??????????????????????????????????????Basically nothing?

03:09:08 Founder?????

03:12:20 Founder????????????????????????????

03:15:00 ??founder??????????

03:17:50 ???????

??????

???????@???-Benita????@???

???????????????

???????????????????MIT???????????????????????????????DeepSeek?Kimi??????????

DeepSeek?Kimi????????????????????????????????????????????MiniMax?????????????????

??????????3???????????????????????????????

???????????AI????????????

2025????AI?????

??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????????02:30 ??????????????15:36 DeepSeek?????Native Sparse Attention: Hardware-Aligned and Natively Trainable Sparse Attention???

????????????????????????????????

??????????

?????????Native Sparse Attention ???? Full Attention

01:19:14 Kimi?????MoBA: Mixture of Block Attention for Long-Context LLMs???

???????MoBA???????????????????

??????????

01:44:42 MiniMax???????MiniMax-01: Scaling Foundation Models with Lightning Attention???

???????MiniMax-01???????????????

??????????

02:30:07 ????????

?????????

????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

????DeepSeek??9?????????????????

??????

???????@???-Benita????@???

???????????????

???????????????????????????MiniMax??????????????

????2005??????????????????360???????????????????????????MiniMax???

?????????????????????20????????????????????????????

??????????????????????????AGI????????????AGI????????????????????????n?????

????????????????pro-human???????

????????????

?????????????????????????????????????????????????????20???? 02:00 ???????????????20? ????????????360????????????MiniMax? 03:39 ???????·????? 17:35 2005-2025???20?????????????????? 24:28 ????????????? 28:28 ?????????????????????????????? 39:29 ????????maybe????????? 42:50 ???????????????????????????? 52:00 ?????????????????????????AGI??

???AGI???92???????????

54:10 AI????????????????? 57:00 ?AI??? vs ????????????for AI????? 01:09:08 Agent???baby???AGI? 01:19:56 ?????n????????AI????/AI????????/AI????????? 01:24:30 ??????????? 01:26:03 ??AI??????????????????????AI??? 01:40:21 AGI?????????? 01:58:48 ???????????????

??????

???????@???-Benita????@???

???????????????

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???????????????????????AIR?????????????????????

???????????????????????????????????AGI???????????AGI??????????????

????????AI??????????????????????AGI??????????

???????????????????????????????????????????????? 01:45 ?AI?????????????? 03:57 ??????????????????? 05:53 ??????????AIR????????????????? 10:45 ?????AGI????????????????? 12:40 ???????????5????AGI?? 14:25 ?????????????????????10? 15:51 ???????????????????????? 21:05 ??????????????????copy??????? 22:25 ?????????????????????????? 39:38 ?????20???????????????? 45:56 ??10????? 51:27 ???????

??????

???????@???-Benita????@???

???????????????

2025??????DeepSeek???????AGI??????????????????????????????

????????89??????????????????????????????????????????????DeepSeek-R1-Zero?R1?Kimi???K1.5???OpenAI?????o1????????????????????????RL???????????o1???

?????????????????????????????????????????????????DeepSeek?????????focus???????AI????DeepSeek??

?????????DeepSeek??1???????????????????????9????

???????????????????????????????DeepSeek???????????????????????????????????

????????????????????????????????????????????????????????????????????????????????????2025???AI??????????????????????????????????????????????????????03:01 ??????????????

?????Open?Honest???????????

DeepSeek????

21:00 ?DeepSeek LLM
Scaling Open-Source Language Models with Longtermism?????

45:48 ?DeepSeekMoE: Towards Ultimate Expert Specialization in Mixture-of-Experts Language Models?????

01:06:40 ?DeepSeek-V2: A Strong, Economical, and Efficient Mixture-of-Experts Language Model?????

01:40:17 ?DeepSeek-V3 Technical Report?????

DeepSeek????

02:05:03 ?DeepSeek-Coder: When the Large Language Model Meets Programming - The Rise of Code Intelligence?????

02:12:16 ?DeepSeek-Coder-V2: Breaking the Barrier of Closed-Source Models in Code Intelligence?????

02:47:18 ?DeepSeek-Prover: Advancing Theorem Proving in LLMs through Large-Scale Synthetic Data???DeepSeek-Prover-V1.5: Harnessing Proof Assistant Feedback for Reinforcement Learning and Monte-Carlo Tree Search?????

02:52:40 ?DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning?????

03:01:41 9????????????????????????

???????????

AGI??????????????OpenAI o1?self-play RL????????4

?OpenAI????????o1??????????????

??????o1??????????????????????

????DeepSeek-R1?Kimi K1.5?OpenAI o1?????????????????

??????DeepSeek????????

????DeepSeek????????????????????

??????

???????@???-Benita????@???

???????????????

1??????????????????????AIGC????????????????????????AI???

???????????????????????????????????????? ???????????????????????????6?????????????????

?????1??Allen Zhu????????????????????

????????????1????????????????????????AI??????????????????2025??????AI?????

???????????????????????????????????????????????? 01:30 DeepSeek?????AGI? 03:08 ???????curse??? 05:21 ???????????????????? 06:00 20???2000?DAU?DeepSeek???App??????????????? 07:00 ?????????????????????????? 11:19 ????????????????AI?????????? 14:40 ????????????????????????? 15:53 DeepSeek?????????????????? 17:40 OpenAI????????????????????? 18:09 ?????????????? 20:05 ???DeepSeek???????????? 21:02 ????????????????? 21:40 ???????????????????????????????????? 22:59 ???????????R1?????????AI????? 24:00 ??????????????????????? 26:14 AI???????????????????????? 27:51 ????DeepSeek CEO?????????????????????? 31:32 ??????????????Stargate???????????????? 33:29 ????????????????? 34:07 ??1????????????????AIGC???????????????????? 36:16 ???????????????????? 37:07 ??2024?????????????????????? 40:45 ???????????????????? 41:30 ??????????????????DeepSeek????????????? 42:08 ??????AI?????????Perplexity?Cursor?Devin? 47:39 ????????????????? 52:26 ???????????AI???????Low-Hanging Fruits??????? 52:57 ?????????????????????????????????????? 55:30 ?DeepSeek? 59:50 ???????

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2025??????DeepSeek???????AGI??????????????????????????????????????????????

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?????????????????????DeepSeek??????????????????????DeepSeek-R1-Zero?DeepSeek-R1??????Kimi???K1.5???????OpenAI???????o1????????????????????o3-mini?????????????????????RL?????

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??2025????AI?????

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??????????????????????????????????????????????????????????????????AI????????????????????????R1-Zero????????github.com

????????????????????????????????????????????????03:46 ??????????????16:06 OpenAI o1?????Learning to reason with LLMs???

?????openai.com

???????????????????

OpenAI?????????:

Reinforcement Learning ? ???? It learns to recognize and correct its mistakes. It learns to break down tricky steps into simpler ones. It learns to try a different approach when the current one isn?t working. ??????????????????????????????????????????????????????????????????????? ???????????????????????????????33:03 DeepSeek-R1-Zero and DeepSeek-R1?????DeepSeek-R1: Incentivizing Reasoning Capability in LLMs via Reinforcement Learning???

?????github.com

????????DeepSeek-R1????????????????????

35:24 ???Abstract?

37:39 ???Introduction?

44:35 ?????????R1-Zero?????R1????

47:14 ?????Approach?

48:13 GRPO?Group Relative Policy Optimization????????????????

57:22 ?????Reward Modeling?

01:05:01 ?????Training Template?

01:06:43 R1-Zero????????????????Performance, Self-evolution Process and Aha Moment?

????????Aha Moment????????????????

???????DeepSeek-R1-Zero??????????????????????????????????????????????????DeepSeek-R1-Zero?????????????????????????????????????????????????????????????????????????????????

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01:14:52 ?????????

01:16:18 DeepSeek-R1????????? Reinforcement Learning with Cold Start?

01:24:48 ???????????????Zero???????

01:28:51 ?????????????Distillation: Empower Small Models with Reasoning Capability?

01:35:27 ?????????????PRM??????????MCTS?

01:42:33 DeepSeek-R1?????????????????????????????????????

01:43:50 ?DeepSeek-R1????????

????????GRPO??, ????1000?batch size?????????????token???????

$2.2 / 1M tokens, ???100B tokens ? 0.22M ???????????????????????1M?????????????10???????? ??????????600????????01:49:05 KIMI K1.5?????KIMI K1.5:
SCALING REINFORCEMENT LEARNING WITH LLMS???

????????KIMI K1.5???????????????

?????arxiv.org

??????????????????????????paper???????????????????????????????????????Long2short???????

02:20:07 DeepSeek??????????????

02:24:35 ????????????????????????????????

???????????????????????OpenAI???100-200??/?????????

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2025??????AI?????????2025????????????

????1?24????OpenAI????????????Operator?????????????????????

?Operator????????????????25???????Agent?Agent?Agent???AI?????????????????????Google??????

??????Operator????????OpenAI???????????????????????????Operator?Agent???

???????????????????????????????????????????????? 02:55 ?Operator????? 04:19 Operator?AGI??????????????????????? 06:34 OpenAI??????????????????Operator????? 08:17 Operator????????o1???Agent o1??? 08:57 ???Operator?????? 11:13 Operator???????????????????????????Agent??????? 14:10 ??Operator????????Computer-Using-Agent?CUA? 19:02 2025?Agent????????+???? 20:49 ???2016??OpenAI???????????Web Agent????? 22:40 OpenAI?5?????????Chatbots????Reasoners?????Agents????Innovators???Organizations???????????????? 31:26 Operator?????????????????????????? 32:30 Operator????????????????????? 34:11 Operator???????Agent??????????????? 38:45 ???Chatbot???????????????Operator????????? 42:14 OpenAI???????????? 49:48 Agent???????????????????????????? 54:29 Agent??????????? 58:57 Operator?????????????????????????? 01:02:27 ??Agent???????????AI????????????? 01:06:46 ??????????????????????

????????????????????LLM????Google??

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?????????????2025????????1???????????????????CEO???

2024?12??????????????????App??????????????????????????????????????????????Kimi???????????

????????????????????????????????????????????????????????????MEGA??????????????????????OpenAI CEO??????????????00???????

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???2025????????????

????????????????????????????????????????????????02:55 ????????? 1. ?????????? 2. ????????????????????? 3. ??OpenAI CEO??Sam Altman???? 4. ????+Mind GPT??????Kimi???? 5. ?????????+???? 6. L4????? 7. ??????????? 8. ??????????????? 9. ???????56:12 ????????? 1. ???????????????? 2. ?????????????? 3. L4?????????? 4. ??100%???????????01:17:50 ????????? 1. ???? 2. ??MEGA?? 3. ???????????L4?? 4. ????????????????all in 5. 2030?????????????? 6. ???????01:42:47 ????????? 1. ???????? 2. AI??????????? 3. ????????????? 4. ?????????????? 5. ????????????02:08:42 ????????????????????????? 02:08:42 ????????? 02:31:49 ????????????????????? 02:49:24 ???????

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?????????????????????????????????????????????2025?AI????????AI???????????????????

??????????????????????????????????ChatGPT?Anthropic?xAI?Perplexity?????????Kimi?????Coding???Cursor?Devin???????????????????????????????????????????????????????????

???????????????????????1?????????????????????????AGI??????????

???????Jùn????????????????????????????????????????????????????????????????????02:33 Part 1: OpenAI ChatGPT?????????Google????????beat Google????? ????????????????????+???????????? Google???Yahoo?????????????????????? ??????????????+??+??+?????? ??????????????????????????Google ?????????GMV???????AI??????????? Chatbot?????????????????????????????? ???????????????????? Context????????????????????????? ??AI???????????????????Mobile????????LLM???????? ????LLM?????Google?????????????Google???????????? ????Google????????????? ???OpenAI????????????Anthropic51:04 Part 2: ????AI????? Anthropic??Coding???????API???????????OS Anthropic????Agent????Agent?????????? Killer App?????????????????????????????????????????????????????????? xAI???????????upside???????? Perplexity???????????Agent Cursor?Coding????????????????????Cursor?????Action???????????? Devin??????????????????Agent????????????long horizon Agent????????? Mistral???????????????????????01:02:24 Part 3: ?2025/2026??????? 1/ Long horizon task ???????????????????????? 2/ ??????????????? 3/ AI?????????????????????? 4/ ???+scalable??????????????????????????????+Reward??????????? 5/ GPT-5/4.5 Orion??????? 6/ O1????????????scale RL/o1???????????????? 7/ ??Coding??????10???????????? 8/ Context???????????? ?????????????????????????????01:11:11 Part 4: ??Scaling Law Ilya????pretrain data wall????????????? ?????????????????reward model???????????reward model??????????????? O1???????????????AGI?? Scaling Law???????????????data?? ChatGPT??????????????????????????01:22:19 Part 5: ??2024 ????????2024?????????????? ????????????????? ???????????????? ??????????????????????????????? Mega7?????????? ????????????? ??????????????? ?????????????3??? 2024????2025????

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2023?????????????????????????????

2024?Q1?????AGI???????+??=????

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2024?Q3?AGI??????????????OpenAI o1?self-play RL

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Kevin Xu?????????????????????????????????????????????????

??Kevin??????????????????????????????????????????????????????????????????PMF?Product Market Fit??????????

???????????????????????????????????????????????? 01:30 ???? 02:23 22??????????????????????? 03:13 ????????scale up?????????? 06:46 ??????????????????????Product Market Fit 08:25 ?????????????? 14:31 ??????????????????????? 15:30 ????????????????? 19:25 ?????????????????????????? 22:08 ??????????????08??? 25:09 ?????????????????????????? 30:12 ????????????????fit??????? 31:35 ???????????????????? 32:19 ?????????4????????????? 33:36 ??????????????????????????????? 34:50 ???????????????????????????

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???????????????????????????????????????????????? 02:45 ??????????????????????????? 09:54 ???????????????? 16:16 ???????????????????????????? 22:05 Nvidia????Nvidia?????????????? 23:52 ????????????NV1?NV2????? 36:22 ?????????????????????????? 48:57 ???????????????Top 5?????????????????????????? 01:30:16 ???????????????????? 01:33:11 3??????????????

??????????????????????????????????GPU?

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