Regarding the follow-up comments after the release of GPT 5: GPT pursues commercialization, AGI is handed over to Gemini and Meta, and AI Coding is still a battleground for military strategists. You can take a look at my analysis before the release of GPT
- The results are as expected, but there are several corrections and updates:
- The number of global C-side users of GPT is growing gratifyingly. They should continue to do large-scale C-side commercialization, such as this time's virtual personality mode, focusing on more facts and reducing illusions (which will bring potential B-side opportunities) 2 GPT has basically given up the AGI route. This is a huge and long-term Investment, and it is difficult to make money without ecological cooperation in the short term. The important task of AGI may fall on Gemini and Meta. Gemini's Genie3 is a prototype of a world model, but there is a long way to go. It is really a demo-level platform at present, but judging from the effects of the first version, at least real-time rendering, user interaction, and physical world simulation are pretty good. Meta has dug up so many talented people, coupled with their previous experience in exploring the original universe (the experience of failure is also valuable), let鈥檚 give it some hope for the time being. AGI cannot be achieved by a single model. It requires models, high-quality world data, and massive agent collaboration. It will be difficult to see the complete form in at least two years. It is not a pseudo-concept, but it is a bit far away from us. 3 Basically, all the major model manufacturers attach great importance to coding capabilities, and the distance is quickly closing. However, Claude鈥檚 first-mover advantage can be maintained for a while. I estimate that there will be a wave of fierce competition in coding by the end of the year. Now the model update cycle is about 3 to 4 months. Everyone is no longer pursuing grand narratives, but is focusing on solid and visible one-way capabilities of high-value scene volumes. I think this is a very good trend. Because this will bring more possibilities to the application side. 4 AI Agent is entering the stage of high performance. Fast, accurate, and multi-agent collaboration will be the top priority in the next stage. This is difficult, but it must be done, because giving priority to the last two in terms of cost, efficiency, and experience will have more commercial possibilities. Accumulating 100,000 paid users who pay $200 a month is more valuable than accumulating 10 million free users. 5 Domestic open source models are advancing hand in hand: Because our community and Qianwenhe 6 coding model API prices will become lower and lower and stronger. This direction is not wrong. Both individuals and enterprises can continue to invest, because code is the bridge between AI, software and people.