微信，OpenAI和Kimi想一起去了：大模型的尽头依然还是社交平台_in_Trends_the

AI 行业新动向：巨头纷纷布局社交与社区领域

New Trends in the AI Industry: Giants Are Moving into Social and Community Spheres

AI 圈风向转变：从技术突破到社交探索

The Shift in the AI Circle: From Technological Breakthroughs to Social Exploration

近期，AI 领域的氛围发生了微妙变化。曾经备受瞩目的大语言模型突破和 AI 应用前景讨论逐渐降温，取而代之的是，AI 行业巨头们将目光投向了传统的社交网络与社区领域。在国际上，手握 ChatGPT 和 Sora 等尖端技术的 OpenAI，据传正在内部测试类似 X 的社交功能，其首席执行官 Sam Altman 甚至私下收集各方反馈；而在国内，凭借出色长文本处理能力崭露头角的 Kimi，也被曝光正在小范围进行内容社区的灰度测试。与此同时，国内社交巨头腾讯已率先将 AI 深度融入核心业务 ——AI 助手 “元宝” 以独特的 “联系人” 身份入驻微信，无缝对接数亿用户的日常交流场景。这一系列动作引发了广泛讨论：AI 企业的社交化转型，究竟是技术发展的必然趋势，旨在重塑信息交互模式，还是在商业压力下对传统互联网模式的妥协？

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Recently, the atmosphere in the AI field has undergone subtle changes. The once highly anticipated breakthroughs in big language models and discussions on AI application prospects have gradually cooled down. Instead, AI industry giants have turned their attention to the traditional social networking and community fields. Internationally, OpenAI, which has cutting-edge technologies such as ChatGPT and Sora, is rumored to be testing social functions like X internally. Its CEO Sam Altman even collects feedback from all parties privately; and at home, Kimi, who has made a name for herself with her outstanding long text processing capabilities, has also been exposed to be conducting grayscale tests in the content community on a small scale. At the same time, domestic social giant Tencent has taken the lead in deeply integrating AI into its core business - the AI assistant "Yuanbao" has entered WeChat as a unique "contact" to seamlessly connect with daily communication scenarios of hundreds of millions of users. This series of actions has triggered widespread discussion: Is the social transformation of AI companies an inevitable trend in technological development, aiming to reshape the information interaction model, or a compromise to the traditional Internet model under business pressure?

国际巨头 OpenAI 的社交野心

The Social Ambitions of International Giant OpenAI

OpenAI 进军社交领域的传闻备受关注。据 The Verge 等媒体报道，多位知情人士透露，这家 AI 领军企业正在开发一个类似 X 的社交网络项目。目前虽处于早期阶段，但已推出专注于 ChatGPT 图像生成分享的内部原型，并具备动态社交功能。Sam Altman 不仅积极征求外部意见，还曾公开暗示开发社交应用的可能性。这一举动加剧了 OpenAI 与现有社交巨头的竞争态势：Altman 与 Elon Musk（X 和 xAI 的掌控者）之间的争论由来已久，与 Meta 的竞争也日益白热化，社交领域俨然成为巨头博弈的新战场。

OpenAI 的社交布局并非无迹可寻。其 AI 图像生成功能，尤其是曾在社交平台引发热潮的吉卜力风格动漫图像转换服务，展现出强大的社交传播能力，这或许启发了 OpenAI 围绕 AIGC（人工智能生成内容）构建社区的设想。从 Sora 官网已初现的用户作品展示和互动功能来看，一个 AI 驱动的社交平台雏形已现。此外，Sam Altman 参与的 World Network 项目推出的聊天应用 World Chat，通过 “人格证明” 协议连接真实用户，这也反映出他对社交真实性的重视，为 OpenAI 未来社交产品的差异化定位提供了思路。正如 Altman 所言，“拥有 10 亿日活的网站比最先进的模型更有价值”，这表明 OpenAI 的战略重心正从单纯的技术研发转向构建大规模用户生态。

Rumors about OpenAI entering the social field have attracted much attention. According to media reports such as The Verge, several people familiar with the matter revealed that the AI leader is developing a social networking project similar to X. Although it is in its early stages, it has launched an internal prototype focusing on ChatGPT image generation and sharing, and has dynamic social functions. Sam Altman not only actively solicited external opinions, closely follow the progress of cdj.yanqicm.com problem handling but also publicly hinted at the possibility of developing social applications. This move has intensified the competition between OpenAI and existing social giants: Altman and Elon Musk (the controller of X and xAI) have been a long-standing debate, and the competition with Meta is becoming increasingly fierce, and the social field has become a new battlefield for giants to play. OpenAI's social layout is not without traces. Its AI image generation function, especially the Ghibli-style animation image conversion service that once caused a craze on social platforms, demonstrates strong social communication capabilities, which may have inspired OpenAI's idea of building a community around AIGC (artificial intelligence generated content). Judging from the user work display and interactive functions that have appeared on Sora’s official website, the prototype of an AI-driven social platform has emerged. In addition, the World Chat, a chat application launched by the World Network project participated by Sam Altman, connects real users through the "Proof of Personality" protocol, which also reflects his emphasis on social authenticity and provides ideas for the differentiated positioning of OpenAI's future social products. As Altman said, "a website with 1 billion daily active users is more valuable than the most advanced model", which shows that OpenAI's strategic focus is shifting from purely technological research and development to building a large-scale user ecosystem.

国内新秀 Kimi 的社区化尝试

The Community - Building Attempts of Domestic Rising Star Kimi

国内 AI 企业 Kimi 也在积极探索社区化发展道路。据报道，Kimi 正在小范围灰度测试内容社区产品，该社区具备内容分类浏览、用户评论互动、智能问答以及对话记录分享等功能。不过，目前尚未开放自由发帖功能。这一举措被视为 Kimi 在激烈市场竞争中的 “破局” 尝试。尽管 Kimi 曾获得 10 亿美元融资，估值高达 25 亿美元，但开源模型的崛起冲击了原有的用户获取模式，商业化成为其面临的关键挑战。发力内容社区，或有助于 Kimi 提升用户粘性，探索广告和增值服务等新商业模式。然而，腾讯 “元宝” 借助微信庞大用户基础的整合策略，对 Kimi 这类从零起步的独立产品构成了巨大挑战，此前百度文心一言等产品的社区化尝试遇冷，也预示着这条道路充满艰辛。

Domestic AI company Kimi is also actively exploring the path of community development. It is reported that Kimi is testing content community products in a small scale, which has functions such as content classification browsing, user comment interaction, smart question-and-answer, and conversation record sharing. However, the free posting function is not available yet. This move is seen as Kimi's attempt to break through the fierce market competition. Although Kimi has received $1 billion in financing and a valuation of $2.5 billion, the rise of the open source model has impacted the original user acquisition model, and commercialization has become a key challenge for it. Focusing on the content community may help Kimi improve user stickiness and explore new business models such as advertising and value-added services. However, Tencent's "Yuanbao" poses a huge challenge to independent products such as Kimi starting from scratch with the help of WeChat's huge user base. Previous attempts to achieve communityization of products such as Baidu Wenxin Yiyan also indicate that this road is full of hardships.

AI 企业布局社交的深层动因

The Deep - seated Motivations Behind AI Companies' Social Moves

AI 企业向社交领域的渗透并非个例。AI 搜索引擎 Perplexity 在客户端植入推荐信息流功能，并收购职业社交平台 Read.cv，增强产品的社区属性；社交新闻网站 Digg 的创始人 Kevin Rose 联合 Reddit 联合创始人 Alexis Ohanian 重启 Digg，计划利用 AI 优化社区管理、提升互动体验。这些尝试呈现出多元化的发展态势。

The penetration of AI companies into the social field is not an isolated case. AI search engine Perplexity implants recommended information flow functions on the client and acquires professional social platform Read.cv to enhance the community attributes of the product; Kevin Rose, founder of social news website Digg, and Alexis Ohanian, co-founder of Reddit, restarts Digg, and plans to use AI to optimize community management and improve interactive experience. These attempts show a diversified development trend.

AI 企业涉足社交领域，背后有着多重深层原因。首先，数据是 AI 发展的核心资源，而高质量的实时数据大多掌握在互联网巨头手中。自建社交平台有助于 AI 企业获取反映人类交互和语言模式的数据，摆脱对外部数据的依赖。其次，社交平台天然适合广告变现，是实现商业价值的理想载体。再者，社交关系和社区互动能够增强用户粘性，解决 AI 应用用户留存率低的问题。最后，社交网络为 AIGC 提供了天然的应用场景，有助于构建从创作到消费的完整生态，实现 AI 技术的落地与价值转化。

There are multiple deep reasons behind AI companies' entry into the social field. First of all, data is the core resource for the development of AI, and most high-quality real-time data is in the hands of Internet giants. Self-built social platforms help AI companies obtain data that reflects human interaction and language patterns and get rid of their dependence on external data. Secondly, social platforms are naturally suitable for advertising monetization and are an ideal carrier for realizing commercial value. Furthermore, social relationships and community interaction can enhance user stickiness and solve the problem of low user retention rate for AI applications. Finally, closely follow the progress of dygt.yanqicm.com problem handling social networks provide AIGC with natural application scenarios, which helps to build a complete ecosystem from creation to consumption, and realize the implementation and value transformation of AI technology.

当 AI 企业纷纷将目光投向社交与社区领域，这一现象既体现了技术发展的新方向，也反映出商业利益的驱动。无论是搭建全新社交平台，还是在现有产品中融入 AI 元素，最终都指向广告这一经典商业模式。AI 与社交的融合，或将开启互联网发展的新篇章。

When AI companies turn their attention to the social and community fields, this phenomenon not only reflects the new direction of technological development, but also reflects the driving force of business interests. Whether it is building a new social platform or integrating AI elements into existing products, it ultimately points to the classic business model of advertising. The integration of AI and social interaction may open a new chapter in the development of the Internet.

发布于：浙江省