云启资本

Yunqi Capital Quarterly | We Are Stardust, Imagining the Universe

New Practices, New Breakthroughs, New Thinking for Summer and Fall

Nobel Prizes "Riding the AI Wave"? What Did They Actually Do to Deserve It? | Yunqi Capital Tech π

Everyone's trying to understand the nature of the world.

Celebrating the Motherland, Writing a Glorious Chapter | Happy National Day

September AI Watch: New Models, New Apps, and Where AGI Goes From Here | Yunqi Capital Attent!on Tech Notes

The Revolution Continues

I Heard You Can Get AI Glasses Fitted Right in Your Neighborhood | Yunqi Capital

Hive Technology x Baodao Eyewear Crossover Collaboration

Exploring the "Music" Future, Happy Mid-Autumn Festival

Never Stop Exploring

Autumn's First Report Card Is In | Yunqi Capital's Latest Wins

Reaping the Autumn Harvest Together

The Pros and Cons of OpenAI's New o1 Model, Explained | Yunqi Tech π --- On September 13, Beijing time, OpenAI released its long-awaited new model series, o1-preview and o1-mini — the first fruits of its "Strawberry" project. This represents a significant departure from the GPT series, with o1 built on an entirely new training paradigm. ## What Makes o1 Different? The core innovation is **test-time compute scaling** — essentially, giving the model more time to "think" before responding. o1 spends seconds to minutes internally reasoning through problems, testing different approaches, and correcting its own mistakes before delivering an answer. This mimics how humans tackle complex problems: we don't always blurt out the first thing that comes to mind. We pause, consider alternatives, backtrack when stuck. o1 does something analogous, using a **chain-of-thought** process that's hidden from the user. ## Where o1 Shines **STEM domains, particularly math and coding.** OpenAI's benchmarks show dramatic gains: - **International Mathematical Olympiad (IMO) qualifying exam**: GPT-4o solved 13% of problems; o1 reached **83%** - **Codeforces competitive programming**:

Where's the ceiling for large language models?

Apple's AI Report Card: How Much AI Is Actually in the iPhone 16? | Yunqi Tech π

Is the AiPhone Era Here?

Silicon Valley Observations: Startups, Investment, and Tech Giants — What Changes and What Doesn't in the Generative AI Wave | Yunqi Capital Tech Notes

Where the tide rose, is AI still hot?

Vol.18 The Non-Sci-Fi Story of Brain-Computer Interfaces: From Top-Tier Hospitals to Home Bedrooms, How Many Steps to Rebuild Prefrontal Order? | A Conversation with Ximing Wang of Kongshan Ci

Vol.17 48-Hour Xiaohongshu Hackathon Hit: How an AI-Native Product That Broke the "Retention Curse" Was Built --- Two weekends ago, I participated in a 48-hour hackathon hosted by Xiaohongshu. Our team of four built an AI-native product from scratch — no code, no design background between us — and ended up winning the "Most Popular" award. The product? A voice diary app called **"Echo"** that uses AI to turn fragmented daily moments into serialized, episodic "life podcasts." Think *This American Life*, but starring you. What surprised me wasn't that we won. It was that people kept using it *after* the demo. Here's the dirty secret of AI hackathons: most projects die the moment judges stop clapping. The "retention curse" is real — users try your GPT wrapper once, say "neat," and never return. We broke that pattern. Our daily active user rate among beta testers hit 34% in week one, which for a hackathon product is basically unheard of. How? Three deliberate choices we made against hackathon orthodoxy. **First, we refused to build a chatbot.** The default AI product in 2024 is still "talk to a large language model." We explicitly rejected this. Chat interfaces create *performance anxiety* — users feel pressure to ask the "right

Vol.16 Tsinghua Entrepreneur-Scientist Huazhe Xu: From Intelligent "Hatching" to Home Embodiment, Stubbornly Chasing Originality in the AI Wave

Vol.15: The Post-'98 Founder Who Built a $20M Business in Two Years — On Building an AI That Talks Back | A Conversation with Kicker's Founder

Vol.14 OpenClaw Is Just the Beginning: Are Agents Reinventing the Company? | A Conversation with Happycapy's Founder

Vol. 13 The Smarter AI Social Gets, the More Human We Become Like NPCs? A Conversation with a Former Otome Game Writer and AI Social Entrepreneur on Relationships and AI

Vol.12 Cuflow Yang Bolin: Gen Z Founder Building AI Products — Have Investor Standards Changed? | Y Transformers

Vol.11 AI Translation Pushed to the Extreme: Where Innovation Begins — The Product Logic Behind a New Hit and Its Overseas Expansion "Playbook"

Vol.10: Do Robot Woks Make Pre-Made Meals? A Conversation with Geng Kaiping of ZhiGu TianChu

Vol.09 How Should Search Engines Work in the Agent Era? A Conversation with Yu Chen and Zhiheng Du on AI "New Infrastructure"