政企、创业者必读 国内DeepSeek最前沿资料 政企、创业者必读 《DeepSeek给我们带来的创业机会》 360集团创始人 周鸿祎 3 政企、创业者必读政企、创业者必读 一张图读懂一堂DeepSeek课政企、创业者必读 AI给了一个比互联网更大的机会  互联网是连接平台，人工智能是生产力  互联网是赋能性技术，生产力属性较弱  人工智能既能单兵作战，也能外部赋能 互联网 如果需要十万或百万张卡起玩，就无法 产生工业革命 • 只有把大模型拉下神坛，让大模型走进 千家万户、百行千业，才能掀起新一轮 工业革命 12政企、创业者必读 DeepSeek出现之前 我们对大模型发展趋势的十大预判 13政企、创业者必读 14 DeepSeek出现之前的十大预判 之一 传统AGI发展步伐在放慢 需要寻找新方向  Scaling Law边际效应递减  人类训练数据接近枯竭  合成数据无法创造新知识 推理能力难以泛化，成本高昂 全面超越人类的人工智能在逻辑上不成立政企、创业者必读 15 DeepSeek出现之前的十大预判 之二 慢思考成为新的发展模式  大模型发展范式正在从「预训练」转向「后训练」和「推理时计算」  大模型厂商都在探索慢思考、思维链技术政企、创业者必读 DeepSeek出现之前的十大预判 之三 模型越做越专  除了少数科技巨头，大多数公司都专注于做专业大模型

disclosure. Source: Aggregated by BOND from OpenAI, Microsoft, Google, Anthropic, Meta, Apple, Alibaba, Deepseek, UK Government, US Department of Homeland Security. China data may be subject to informational open-source Qwen 2.5 models, with performance in line with Western competitors 1/25: DeepSeek releases its R1 & R1- Zero open- source reasoning models 2/25: OpenAI releases GPT-4.5, Anthropic of ChatGPT (2022). In effect, the global competition for AI kicked in with the launch of China’s DeepSeek (1/25) and Jack Ma’s attendance at Chinese President Xi Jinping’s symposium of Chinese business

的可变引用的代码会失败： 文件名：src/main.rs let mut s = String::from("hello"); let r1 = &mut s; let r2 = &mut s; println!("{}, {}", r1, r2); 错误如下： $ cargo run Compiling ownership v0.1.0 (file:///projects/ownership) let r1 = &mut s; | ------ first mutable borrow occurs here 5 | let r2 = &mut s; | ^^^^^^ second mutable borrow occurs here 6 | 7 | println!("{}, {}", r1, r2); previous error 这个报错说这段代码是无效的，因为我们不能在同一时间多次将 s 作为可变变量借用。第一个 可变的借入在 r1 中，并且必须持续到在 println! 中使用它，但是在那个可变引用的创建和它 的使用之间，我们又尝试在 r2 中创建另一个可变引用，该引用借用与 r1 相同的数据。 这一限制以一种非常小心谨慎的方式允许可变性，防止同一时间对同一数据存在多个可变引 用。新 Rustacean

s4 r1 = Ref(s1)CHAPTER 101. DOCUMENTATION OF JULIA’S INTERNALS 1607 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`

s4 r1 = Ref(s1)CHAPTER 101. DOCUMENTATION OF JULIA’S INTERNALS 1607 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`

code_escapes((Base.RefValue{String},String,String,)) do r1, s2, s3 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # `r1` may escape end s2 = get′(r2) # `r2` doesn't doesn't escape s3 = get′(r3) # `r3` doesn't escape return s2, s3, s4 end #2(X r1::Base.RefValue{String}, ✓ s2::String, ✓ s3::String) in Main at REPL[7]:2 ✓′ 1 ── %1 = %new(Base.RefValue{String}, _3)::Base code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`

code_escapes((Base.RefValue{String},String,String,)) do r1, s2, s3 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # `r1` may escape end s2 = get′(r2) # `r2` doesn't doesn't escape s3 = get′(r3) # `r3` doesn't escape return s2, s3, s4 end #2(X r1::Base.RefValue{String}, ✓ s2::String, ✓ s3::String) in Main at REPL[7]:2 ✓′ 1 ── %1 = %new(Base.RefValue{String}, _3)::Base code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`

code_escapes((Base.RefValue{String},String,String,)) do r1, s2, s3 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # `r1` may escape end s2 = get′(r2) # `r2` doesn't doesn't escape s3 = get′(r3) # `r3` doesn't escape return s2, s3, s4 end #2(X r1::Base.RefValue{String}, ✓ s2::String, ✓ s3::String) in Main at REPL[7]:2 ✓′ 1 ── %1 = %new(Base.RefValue{String}, _3)::Base code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`

code_escapes((Base.RefValue{String},String,String,)) do r1, s2, s3 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # `r1` may escape end s2 = get′(r2) # `r2` doesn't doesn't escape s3 = get′(r3) # `r3` doesn't escape return s2, s3, s4 end #2(X r1::Base.RefValue{String}, ✓ s2::String, ✓ s3::String) in Main at REPL[7]:2 ✓′ 1 ── %1 = %new(Base.RefValue{String}, _3)::Base code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`

code_escapes((Base.RefValue{String},String,String,)) do r1, s2, s3 r2 = Ref(s2) r3 = SafeRef(s3) try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # `r1` may escape end s2 = get′(r2) # `r2` doesn't doesn't escape s3 = get′(r3) # `r3` doesn't escape return s2, s3, s4 end #2(X r1::Base.RefValue{String}, ✓ s2::String, ✓ s3::String) in Main at REPL[7]:2 ✓′ 1 ── %1 = %new(Base.RefValue{String}, _3)::Base code_escapes((String,String)) do s1, s2 r1 = Ref(s1) r2 = Ref(s2) local ret try s1 = get′(r1) ret = sizeof(s1) catch err global GV = err # will definitely escape `r1` end s2 = get′(r2) # still `r2`