到南方去
08-26
是的 可以再慢点 那就能在300见了。另外腾讯音乐的日活量为啥越来越低 可不可以解释下，也是慢了？
腾讯高管回应“腾讯做AI慢了”：起得早虽然重要，但熬得久才有机会抓住新机遇
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可不可以解释下，也是慢了？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/600858164081536","repostId":2662276766,"repostType":2,"repost":{"id":"2662276766","kind":"news","pubTimestamp":1787725972,"share":"https://www.laohunote.com/m/news/2662276766?lang=zh_CN&edition=full","pubTime":"2026-08-26 14:32","market":"us","language":"zh","title":"腾讯高管回应“腾讯做AI慢了”：起得早虽然重要，但熬得久才有机会抓住新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2662276766","media":"新浪科技","summary":"文章中，汤道生直面外界“腾讯做AI慢了”的评价。不过冷静下来，还是会回到同一个基本判断：起得早也许不是最关键，AI的下半场才刚开始，新机会不断出现，市场格局正在变化，商业模式与产业链的价值分配还没定型。汤道生在文章中表示，“大模型这场竞赛，我更愿意把它看成一场马拉松，现在可能才跑完头一公里。起得早虽然重要，但熬得久才有机会抓住持续出现的新机遇。”白天，人和AI一起想、一起改；晚上，AI接着跑长任务。","content":"<html><head></head><body><p style=\"text-align: left;\">新浪科技讯 8月26日下午消息，据<a href=\"https://laohu8.com/S/00700\">腾讯</a>云官方账号披露，腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生在腾讯内部刊物《知点》年刊上发表了一篇文章。汤道生表示，“这篇文章由他和AI协同完成，AI整合梳理了他过往的讲话与笔记，AI已经从单纯的执行工具，变成辅助思考的协作伙伴。”</p><p style=\"text-align: left;\">文章中，汤道生直面外界“腾讯做AI慢了”的评价。他坦言，“要说一点不焦虑，那不可能。全球大模型市场竞争激烈，每天都有新消息——谁又发布了新模型、模型参数又大了多少，评测刷分的排名都广为流传。ToB客户也非常关注，过去几年友商在AI的声势也比较占优。”</p><p style=\"text-align: left;\">汤道生称，混元大模型经历了不同阶段，多次重构，混元Hy3架构化繁为简，更注重训练数据的质量，在同等参数的大模型中效果突出。但由于公司整体的算力严重不足，拖慢了模型训练与产品发展，产生了比较大的影响。不过冷静下来，还是会回到同一个基本判断：起得早也许不是最关键，AI的下半场才刚开始，新机会不断出现，市场格局正在变化，商业模式与产业链的价值分配还没定型。</p><p style=\"text-align: left;\">他谈到，回顾移动设备的历史，早在上世纪80年代末，日本<a href=\"https://laohu8.com/S/NTDOY\">任天堂</a>就推出手提游戏机Game Boy。90年代初，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>推出第一代手提助理PDA的Newton。到90年代后期，各种品牌的PDA与功能手机并行发展，还有国内流行的传呼机、小灵通和手提字典等。到2000年代的iPod与电子书，最后才到iPhone与Android手机集合以上所有功能，普及全球——哪怕是苹果，也是经历了十多年、多种产品形态的探索与迭代，才真正抓住移动设备的市场；有更多起得早的品牌如<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>、摩托罗拉与<a href=\"https://laohu8.com/S/BB\">黑莓</a>等玩家，在市场竞争中掉队，最终成为历史。重要的从来不是谁最早走出第一步，而是谁能更坚定地长期投入，在技术突破与迭代过程中冷静地思考事情的本质，针对具体场景解决问题与痛点，在市场噪音中识别出真实信号，保留实力与灵活性，才能穿越周期。</p><p style=\"text-align: left;\">汤道生在文章中表示，“大模型这场竞赛，我更愿意把它看成一场马拉松，现在可能才跑完头一公里。起得早虽然重要，但熬得久才有机会抓住持续出现的新机遇。”</p><p style=\"text-align: left;\">他还透露，“大家可能以为，CodeBuddy/WorkBuddy团队早就预料到办公智能体的机遇，提前做好布局，其实不是。腾讯云上本来很多产品就是面向开发者的，所以CSIG一直有做一些开发者工具，腾讯云早期收购的coding.net，就是做代码托管与CI/CD的DevOps产品。后来增加了Web IDE能力，构建了代码执行的沙箱等技术。当时，因为研发工具的商业模式不太好，这些产品一直处于亏损状态，拖着腾讯云扭亏为盈的后腿。在降本增效的那几年，CSIG关掉了不少亏损的SaaS/PaaS产品，一度也要收缩对DevTools的投入，幸好没有砍掉这个项目。”</p><p style=\"text-align: left;\">汤道生称，到了2026年初，在龙虾爆火出圈之际，团队基于CodeBuddy底座打造出界面更简单、更适合非技术研发人员使用的WorkBuddy，给产品经理写方案，运营同学做数据报告，管理者处理邮件和会议。这些事情背后本质是任务拆解、信息获取、数据整理、内容生成、验证结果；我们似乎看到了办公场景中一个通用智能体的雏形。正当我们需要加大WorkBuddy的投入时，腾讯文档团队也调整到了CSIG，两个团队快速融合，正好补齐了WorkBuddy所急需的文档编辑能力，让人机双写、资料库等能力快速上线，继续领先同行。</p><p style=\"text-align: left;\">他表示，WorkBuddy上线后获得了意想不到的市场关注，接住了逐步衰减的龙虾热，热心的用户给了团队许多反馈，团队也用着他们最熟悉的AI Coding工具快速迭代，以原生AI工作方式疯狂迭代产品，以前所未有的速度解决各种问题；上线短短三个月，团队就迭代了四十多个版本，几乎是一天一小步地往前跑。这速度背后，是一套和以前很不一样的工作方法。过去做产品，往往要先写文档、评审、排期，再进入开发；而WorkBuddy团队是先让 AI 把东西做出来，大家围着一个能跑的原型看效果、提意见、再调整。整个过程中，代码基本上都是由AI生成的，人更多地转向“做判断、调试和把关”。白天，人和AI一起想、一起改；晚上，AI接着跑长任务。产品迭代自然就快了。</p><p style=\"text-align: left;\">对于每个个体而言，汤道生的建议是，越是在快速变化的时代，越要保持清醒。“真正能够make a difference的，往往不是最勤快抓风口的人，而是那些了解自己的优劣势，把精力聚焦在自己喜欢的事与自己可以改变的地方，低谷期仍然能坚定投入的长跑手。不被无法改变的事情消耗，把力气用在真正能产生改变的地方，这既是一种判断力，也是一种长期能力。”</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯高管回应“腾讯做AI慢了”：起得早虽然重要，但熬得久才有机会抓住新机遇</title>\n<style 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href=\"https://finance.sina.com.cn/tech/shenji/2026-08-26/doc-iniprivx6218985.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU1883866441.USD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (USD) ACC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU0607220059.USD":"SCHRODER ISF HONG KONG EQUITY \"A\" (USD) ACC","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00BZ08YS42.EUR":"GUINNESS BEST 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