信号二：规模集体扩张，轻资产成主流，行业迎来扩张大年。
国产模型的集体亮剑，直接引发了全球权威大模型评测榜单 LMArena 的大换血。这其中，最让行业意外的是字节跳动的 Seed 2.0。作为首次亮相的旗舰，其 Dola-Seed-2.0-preview 版本不仅拿下了国内综合排名榜首，更强势挤进全球前十，位列第 9。。PDF资料对此有专业解读
The AI community has already made its choice. AlphaProof (Google DeepMind), Aristotle (Harmonic), SEED Prover (ByteDance), Axiom, Aleph (Logical Intelligence), and Mistral AI all build on Lean. Every major AI reasoning system that has achieved medal-level performance at the International Mathematical Olympiad used Lean. No competing platform was used by any of them. The future is much larger than today’s early applications.，详情可参考PDF资料
吉利给予了在AI1.0时代碰壁的印奇一个再冒险的机会，相比旷视科技，如今阶跃星辰的“闭环”已经丰满许多。