Core Insights - The article discusses the emergence of a new AI product called "沉思" (Chensi) by 智谱 (Zhipu), which combines deep thinking and execution capabilities, positioning it as a competitor to existing products like DeepSeek-R1 and Manus [1][2][6] - 智谱 has demonstrated strong commercial traction, with over 700,000 enterprise and developer users reported in 2024, and significant investment activity indicating robust financial health [1][7][9] Product Overview - "沉思" is described as the world's first agent that integrates deep research and practical operational capabilities, allowing machines to think and act simultaneously [2] - The product's effectiveness is highlighted through a case study where "沉思" gained nearly 5,000 followers on a social media platform in just 14 days [2] - The underlying technology of "沉思" includes a full-stack model that combines various capabilities, such as deep thinking and automatic execution [3] Technical Comparison - The deep thinking model GLM-Z1-Air is noted to perform comparably to DeepSeek-R1, with an 8x improvement in inference speed and a cost reduction to 1/30 [4] - The article contrasts 智谱's open-source and free strategy with Manus's closed service model, indicating a divergence in technological paths and business models [5] Commercialization Strategy - 智谱 is preparing for an IPO, having recently undergone a corporate restructuring, which is seen as a step towards enhancing its market position [6] - The company has secured significant investments, including over 10 billion yuan in strategic financing, indicating strong investor confidence [7] - The emergence of a successful consumer product is deemed crucial for 智谱's growth, as it seeks to establish a strong brand presence in the consumer market [8][9] Market Positioning - 智谱 aims to avoid being labeled solely as a B2B AI model company, recognizing the challenges in creating a strong consumer brand [8] - The article emphasizes the interdependence of B2B and B2C markets, suggesting that success in the consumer space can enhance the company's B2B offerings [9]
「AI新世代」剑指现象级爆品！最新智能体对标DeepSeek与Manus，智谱为AI市场再添一把火