五源资本

五源资本

@5ycapital

521 articles

Articles

Smart Companies Are 'Dumbing Down' Their AI

Smart Companies Are 'Dumbing Down' Their AI

The frontier models are already shockingly smart, but a lot of enterprise work isn't actually that hard. The real measure of AI progress in business should come down to one thing: getting the same things done with less and less intelligence.

NovaSilicon Paper: Chipmaking Bottleneck Isn't Tools, It's Organization

NovaSilicon Paper: Chipmaking Bottleneck Isn't Tools, It's Organization

NovaSilicon has closed two consecutive rounds of financing totaling nearly 100 million RMB within three months of its founding, and has already signed multi-million-RMB orders with top-tier industry customers.

AI Adoption is a Myth

AI Adoption is a Myth

AI models are getting stronger, but something's off inside companies: model capabilities are advancing by leaps and bounds, yet organizational productivity isn't keeping pace?

Why Are Half of Today's Large Model Builders Studying Physics?

Why Are Half of Today's Large Model Builders Studying Physics?

From Hopfield and Hinton's Nobel Prize to Anthropic's CEO, xAI's pre-training lead, and He Kaiming's latest physical world model: the through-line of physics has persisted for four decades. This is no coincidence — it's a particular "taste" that happened to collide with the right era.