Oh, those companies everyone dreams of joining. Who wouldn’t want to jump into a major LLM company and really go all-in on AI infra?
I don’t agree with the views of some of our internal leadership; they have already fallen behind the pace of the LLM era. If we continue to define and build systems using traditional paradigms, then we truly have no future.
We’ve lived through the App Wars and the Short Video Wars of past Spring Festivals. This year, it’s the AI Model App War, and the opponents have become Alibaba and Tencent. Tencent’s Yuanbao is just like WeSee back in 2019/20—it doesn’t stand a chance.
I’m still betting on Doubao. Oh, and of course, Minimax.
