The battle of the century last year has given way to a pragmatic rivalry this year. ChatGPT, now two years since its launch, continues to see large language models vying for dominance. Following the price wars, ByteDance’s Volcano Engine unveiled the DouBao visual understanding model, targeting educational, tourism, and e-commerce scenarios with an unprecedentedly low price. Meanwhile, OpenAI and Google, among others, continue to release new models.
By the end of 2024, ChatGPT’s weekly active users surged past 300 million, yet the cost pressures are evident. The competition in the Chinese market has become increasingly evident in 2024.
**1. ByteDance VS Alibaba: The Acceleration Contest**
Last year, Alibaba opted for widespread investment, while ByteDance took to the field themselves. This year, the talent battle has pitted ByteDance against Alibaba as the most conspicuous rivalry. ByteDance has made significant moves in the large model competition, and Alibaba’s Tongyi large model is not far behind.
Alibaba Cloud and Volcano Engine are now competitors, both vying for the cloud market. The continuous reduction in computing costs and model prices is a thing of the past. The key now is how to foster a more prosperous AI application ecosystem.
**2. Tencent VS Baidu: The Race to the Start**
Tencent has chosen the open-source route for its large models, while Baidu represents the closed-source model domain. Baidu took the lead, and Tencent followed, but both have made progress in technological upgrades and scenario expansion.
Tencent’s release actions have been relentless, while Baidu approaches commercialization with caution. Both believe that the current priority is to attract users, not to commercialize.
**3. Large Model Entrepreneurship: Doing Less to Achieve More**
In 2024, large model startups face their own set of challenges, with simplification becoming the norm. The entrepreneurial journey is fraught with peril, but a differentiated path has become essential. Here are a few case studies:
– The founder of Kimi is facing arbitration.
– The Moon’s Dark Side has halted product updates.
– Baichuan Intelligence suffered a key member’s departure.
Unicorns are accumulating powerful moves for model innovation, but competition is no longer simple. It tests comprehensive strength.
**The Core Question: Who Will Fall Behind in 2025?**
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Last year’s battle of the century has given way to a pragmatic rivalry this year. ChatGPT, now two years since its launch, continues to see large language models vying for dominance. Following the price wars, ByteDance’s Volcano Engine unveiled the DouBao visual understanding model, targeting educational, tourism, and e-commerce scenarios with an unprecedentedly low price. Meanwhile, OpenAI and Google, among others, continue to release new models.
By the end of 2024, ChatGPT’s weekly active users surged past 300 million, yet the cost pressures are evident. The competition in the Chinese market has become increasingly evident in 2024.
**ByteDance VS Alibaba: The Acceleration Contest**
Last year, Alibaba opted for widespread investment, while ByteDance took to the field themselves. This year, the talent battle has pitted ByteDance against Alibaba as the most conspicuous rivalry. ByteDance has made significant moves in the large model competition, and Alibaba’s Tongyi large model is not far behind.
Alibaba Cloud and Volcano Engine are now competitors, both vying for the cloud market. The continuous reduction in computing costs and model prices is a thing of the past. The key now is how to foster a more prosperous AI application ecosystem.
**Tencent VS Baidu: The Race to the Start**
Tencent has chosen the open-source route for its large models, while Baidu represents the closed-source model domain. Baidu took the lead, and Tencent followed, but both have made progress in technological upgrades and scenario expansion.
Tencent’s release actions have been relentless, while Baidu approaches commercialization with caution. Both believe that the current priority is to attract users, not to commercialize.
**Large Model Entrepreneurship: Doing Less to Achieve More**
In 2024, large model startups face their own set of challenges, with simplification becoming the norm. The entrepreneurial journey is fraught with peril, but a differentiated path has become essential. Here are a few case studies:
– The founder of Kimi is facing arbitration.
– The Moon’s Dark Side has halted product updates.
– Baichuan Intelligence suffered a key member’s departure.
Unicorns are accumulating powerful moves for model innovation, but competition is no longer simple. It tests comprehensive strength.
**The Core Question: Who Will Fall Behind in 2025?**
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