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| | Kimi奇袭百度，文心一言酝酿改名 | | | 腾讯深网 ｜ 2024-04-11 | | | |
| 声明： 本消息或因风格和篇幅原因进行过编辑，但未经核实，也不代表我们的立场、观点或建议。如有侵权，联系秒删。[ 使用条款 ] |
scroll 0 1 混战刚刚开始，应用场景和商业化落地才是关键。
Kimi走红，最大的压力将给到百度。因为Kimi的背后，已站着阿里的身影。
就在国内大模型竞争处于焦灼状态时，创业公司月之暗面却靠着kimi智能助手的“200万字长文本”率先出圈，甚至还催生了“Kimi概念股”。
Kimi的优势仅领先一个星期。随着阿里通义千问、百度文心一言等宣布免费开放200万—500万甚至1000万字的长文本能力后，kimi长文本推理能力瞬间被赶超，其“Kimi概念股”的热度也开始消散。
但短期看，已给用户普及了“长文本推理能力”的kimi是这波流量的赢家。据similarweb数据显示，Kimi Chat的访问量已从去年十月的15.6万，增长至2024年2月的279万。
而3月19日至3月25日，在月之暗面宣布把长文本能力从20万字提升至200万字那一周，Kimi 的访问量达到了394万次，略高于文心一言的338万次，一度跃升为国内网页端周度访问量最高的AI应用。据similarweb数据显示，整个3月kimi的访问量达到1218.6万次。
Kimi走红的背后，离不开当下阿里激进改革、转型AI的支持。
有投资人透露，月之暗面新一轮融资完成后，阿里将成为其持股40%的单一大股东。不过，为了保证创始人团队保有绝对的决策权和控制权，做了AB股处理，拥有足够的投票权。
“阿里给了比较苛刻的投资条款，但月之暗面当时要想继续留在牌桌上，只能有所妥协。本质上，急需新故事的阿里，和急需资金弹药的月暗各取所需，都得付出部分代价。”有投资人对《AI光年》解释。
消息称，最新10亿美金融资中有8亿美金来自阿里，部分资金以阿里提供的算力折算。
悄然间，阿里在AI赛道已有多个棋子的布局。
4月10日早间，马云在阿里内网发表题为《致改革 致创新》的帖子，肯定阿里变革一年成效。针对行业未来，马云判断，“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时。”
而对于起了大早的百度和文心一言而言，Kimi及阿里将成为当下最重要的竞争对手。
一位行业人士对《AI光年》透露，百度当下最重要的是力出一孔。“目前文心一言的大模型研发、垂直To B应用、To C产品分别在三个不同的事业群，负责人也各不相同。”
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