1 00:00:00,000 --> 00:00:09,480 智能手機要被取代了。不是開玩笑,深圳的硬件工廠已經造出了幾十美元一幅的AI眼鏡。能拍視頻,能接電話,能實時翻譯。戴著就像普通墨鏡。 2 00:00:09,480 --> 00:00:19,460 2025年黑五一個零後團隊靠這個眼鏡單月銷售額衝到近百萬美金。TikTok上一條野生視頻直接帶火了整個品類。 3 00:00:19,720 --> 00:00:21,240 你再看看矽谷在幹什麼? 4 00:00:21,500 --> 00:00:25,600 蘋果花了好幾年做出Vision Pro賣25000,帶半小時臉就壓出紅印。 5 00:00:25,860 --> 00:00:27,900 Meta做Quest也是笨重的頭銜。 6 00:00:27,900 --> 00:00:30,900 结果深圳的小工厂走了一条完全不同的路 7 00:00:30,900 --> 00:00:33,340 不搞笨重的VR直接做轻量AI眼镜 8 00:00:33,340 --> 00:00:36,000 价格是苹果的几十分之一还能日常佩戴 9 00:00:36,000 --> 00:00:39,140 现在华强北已经成了AI眼镜的产业集群 10 00:00:39,140 --> 00:00:41,400 销量增速最快的品类就是它 11 00:00:41,400 --> 00:00:44,680 全球AI眼镜出货量爆发式增长 12 00:00:44,680 --> 00:00:46,800 自己AI里华为全都入局了 13 00:00:46,800 --> 00:00:49,120 华为刚发布鸿蒙AI眼镜 14 00:00:49,120 --> 00:00:52,480 Meta的雷鹏智能眼镜已经卖了100多万台 15 00:00:52,480 --> 00:00:54,740 但另一面这个东西的争议也很大 16 00:00:54,740 --> 00:00:58,080 戴摄像头的眼镜在全球范围遭遇密集隐私之一 17 00:00:58,080 --> 00:01:00,280 国内也被贴上过偷拍神奇的标签 18 00:01:00,280 --> 00:01:04,920 你把一个始终开启的摄像头和麦克风戴在脸上 19 00:01:04,920 --> 00:01:06,300 24小时记录一切 20 00:01:06,300 --> 00:01:07,280 隐私谁来管 21 00:01:07,280 --> 00:01:10,800 今天这期我就把这个可能取代你手机的新东西 22 00:01:10,800 --> 00:01:11,980 从头到尾给你讲透 23 00:01:11,980 --> 00:01:15,560 深圳几十美元的眼镜和Meta几百美元的差在哪 24 00:01:15,560 --> 00:01:17,580 AI眼镜到底能不能取代手机 25 00:01:17,580 --> 00:01:19,480 绕过苹果App Store是怎么回事 26 00:01:19,480 --> 00:01:20,780 隐私风险有多大 27 00:01:20,780 --> 00:01:21,600 来先点个赞 28 00:01:21,600 --> 00:01:22,980 你会戴AI眼镜吗 29 00:01:22,980 --> 00:01:24,600 你觉得手机会被取代吗 30 00:01:24,600 --> 00:01:25,700 评论区告诉我 31 00:01:25,700 --> 00:01:26,380 听完这期 32 00:01:26,380 --> 00:01:28,140 你再回来看看想法变没变 33 00:01:28,140 --> 00:01:29,240 先给你讲深圳的故事 34 00:01:29,240 --> 00:01:30,520 这个故事太有代表性了 35 00:01:30,520 --> 00:01:31,600 有个品牌叫Lasby 36 00:01:31,600 --> 00:01:32,980 深圳保安杀金产的 37 00:01:32,980 --> 00:01:34,100 不到60美元 38 00:01:34,100 --> 00:01:35,160 约400块人民币 39 00:01:35,160 --> 00:01:36,460 能拍视频接电话 40 00:01:36,460 --> 00:01:38,140 实时翻译160种语言 41 00:01:38,140 --> 00:01:39,500 它不是靠广告火的 42 00:01:39,500 --> 00:01:41,520 是靠TikTok上一条野生视频 43 00:01:41,520 --> 00:01:44,360 视频里一个西班牙裔工人 44 00:01:44,360 --> 00:01:45,000 站在屋顶 45 00:01:45,000 --> 00:01:46,140 手里拿着钉枪 46 00:01:46,140 --> 00:01:47,540 对着镜头反复说 47 00:01:47,540 --> 00:01:48,400 看我的手 48 00:01:48,400 --> 00:01:49,360 什么都没拿 49 00:01:49,360 --> 00:01:51,460 还是能同时拍摄和干活 50 00:01:51,460 --> 00:01:52,480 画面很晃 51 00:01:52,480 --> 00:01:53,280 声音很大 52 00:01:53,280 --> 00:01:54,180 一点都不专业 53 00:01:54,180 --> 00:01:56,720 但真实这条视频几百万播放 54 00:01:56,720 --> 00:01:59,400 然后2025年黑五这个团队 55 00:01:59,400 --> 00:02:01,380 单月销售额从5万美元 56 00:02:01,380 --> 00:02:02,760 跃升到100万美元 57 00:02:02,760 --> 00:02:03,700 暴涨20倍 58 00:02:03,700 --> 00:02:04,940 你想想这个场景 59 00:02:04,940 --> 00:02:06,500 一个工人在屋顶干活 60 00:02:06,500 --> 00:02:08,200 以前要拍工作视频 61 00:02:08,200 --> 00:02:09,260 得一只手拿手机 62 00:02:09,260 --> 00:02:09,940 一只手干活 63 00:02:09,940 --> 00:02:11,620 或者架个运动相机麻烦的很 64 00:02:11,620 --> 00:02:13,860 现在戴一副AI眼镜 65 00:02:13,860 --> 00:02:15,020 第一视角拍摄 66 00:02:15,020 --> 00:02:15,800 双手解放 67 00:02:15,800 --> 00:02:16,540 想拍就拍 68 00:02:16,540 --> 00:02:18,080 这就是真实场景的力量 69 00:02:18,080 --> 00:02:19,280 比任何广告都管有 70 00:02:19,280 --> 00:02:21,380 这个团队的带头人叫容建华 71 00:02:21,380 --> 00:02:23,760 2001年出生的赵青小伙 72 00:02:23,760 --> 00:02:24,620 标准零后 73 00:02:24,620 --> 00:02:25,320 你没听错 74 00:02:25,320 --> 00:02:27,080 一个20出头的年轻人 75 00:02:27,080 --> 00:02:28,340 带着深圳的供应链 76 00:02:28,340 --> 00:02:29,620 把一副AI眼镜 77 00:02:29,620 --> 00:02:31,060 卖到了美国黑五 78 00:02:31,060 --> 00:02:32,440 单月近百万美金 79 00:02:32,440 --> 00:02:34,800 你觉得零后做跨境电商 80 00:02:34,800 --> 00:02:35,860 最大的优势是什么 81 00:02:35,860 --> 00:02:37,760 是懂海外社交媒体 82 00:02:37,760 --> 00:02:38,660 懂TikTok 83 00:02:38,660 --> 00:02:40,160 懂年轻人喜欢什么 84 00:02:40,160 --> 00:02:41,460 他们不需要花大钱 85 00:02:41,460 --> 00:02:42,340 请明星代言 86 00:02:42,340 --> 00:02:45,080 一条真实的用户视频 87 00:02:45,080 --> 00:02:46,160 就能报评论区 88 00:02:46,160 --> 00:02:47,080 有没有做跨境的 89 00:02:47,080 --> 00:02:48,600 你觉得这种野生传播 90 00:02:48,600 --> 00:02:49,700 比投广告管用吗 91 00:02:49,700 --> 00:02:51,140 Lasby只是一个缩影 92 00:02:51,140 --> 00:02:53,420 背后是整个华强北的产业集群 93 00:02:53,420 --> 00:02:55,140 2026年一季度 94 00:02:55,140 --> 00:02:58,100 华强北AI眼镜销量同比增长70% 95 00:02:58,100 --> 00:02:59,880 是增速最快的品类 96 00:02:59,880 --> 00:03:02,400 华强北已经集聚了上百家核心商户 97 00:03:02,400 --> 00:03:05,700 从芯片方案模组到整机品牌全链条都有 98 00:03:05,700 --> 00:03:07,500 很多商户订单爆满 99 00:03:07,500 --> 00:03:09,520 干脆只做批发不接散客 100 00:03:09,520 --> 00:03:11,960 一年轻松赚上百万的商户不少 101 00:03:11,960 --> 00:03:12,820 有多快 102 00:03:12,820 --> 00:03:14,060 有商户回忆 103 00:03:14,060 --> 00:03:17,160 转型做AI眼镜时30多个零部件的供应链 104 00:03:17,160 --> 00:03:19,060 在华强北三天就全部谈起了 105 00:03:19,060 --> 00:03:20,480 从设计到出样 106 00:03:20,480 --> 00:03:21,820 一周就能拿到手 107 00:03:21,820 --> 00:03:23,160 这在硅谷根本不可想象 108 00:03:23,160 --> 00:03:24,740 以前华翔北是做什么的 109 00:03:24,740 --> 00:03:27,280 山寨手机翻新机白牌电子产品 110 00:03:27,280 --> 00:03:29,180 给人印象就是低价低质 111 00:03:29,180 --> 00:03:30,160 但现在不一样了 112 00:03:30,160 --> 00:03:32,400 从白牌代工拼低价到品牌出海 113 00:03:32,400 --> 00:03:34,900 零后团队直接把深圳造的AI眼镜 114 00:03:34,900 --> 00:03:35,800 在美国卖爆 115 00:03:35,800 --> 00:03:37,220 抖音上有句话说的好 116 00:03:37,220 --> 00:03:39,100 从白牌内卷到品牌出海 117 00:03:39,100 --> 00:03:41,060 从野蛮生长到定义标准 118 00:03:41,060 --> 00:03:43,380 中国制造这次真的架上了鼻梁 119 00:03:43,380 --> 00:03:45,420 深圳模式到底厉害在哪 120 00:03:45,420 --> 00:03:46,880 我给你拆成四点 121 00:03:46,880 --> 00:03:48,920 第一 供应链速度 122 00:03:48,920 --> 00:03:50,120 从方案到出样 123 00:03:50,120 --> 00:03:51,200 二到四周 124 00:03:51,200 --> 00:03:52,860 从出样到量产 125 00:03:52,860 --> 00:03:53,680 一到二个月 126 00:03:53,680 --> 00:03:55,700 硅谷公司做一个硬件产品 127 00:03:55,700 --> 00:03:56,880 从设计到量产 128 00:03:56,880 --> 00:03:58,460 通常要六到十二个月 129 00:03:58,460 --> 00:03:59,480 深圳快了好几倍 130 00:03:59,480 --> 00:04:00,340 什么概念 131 00:04:00,340 --> 00:04:02,220 你今天有个想法 132 00:04:02,220 --> 00:04:03,760 下个月就能拿到样品 133 00:04:03,760 --> 00:04:05,040 再下个月就能开卖 134 00:04:05,040 --> 00:04:06,380 等硅谷的产品做出来 135 00:04:06,380 --> 00:04:08,460 深圳已经迭代了五六代了 136 00:04:08,460 --> 00:04:09,820 第二成本控制 137 00:04:09,820 --> 00:04:11,120 全链条都在深圳 138 00:04:11,120 --> 00:04:12,200 芯片摄像头 139 00:04:12,200 --> 00:04:13,600 麦克风电池近矿 140 00:04:13,600 --> 00:04:15,460 组装全在方圆几十公里内 141 00:04:15,460 --> 00:04:17,020 6M成本就是物料成本 142 00:04:17,020 --> 00:04:18,240 能压到30到50美元 143 00:04:18,240 --> 00:04:20,000 所以零售价50到60美元 144 00:04:20,120 --> 00:04:20,640 还有利润 145 00:04:20,880 --> 00:04:22,420 你让硅物公司做同样的东西 146 00:04:22,420 --> 00:04:23,960 光研发成本就几百万美元 147 00:04:24,220 --> 00:04:25,760 零售价不得200美元起步 148 00:04:26,000 --> 00:04:26,260 第三 149 00:04:26,520 --> 00:04:27,040 快速迭代 150 00:04:27,280 --> 00:04:29,080 根据用户反馈每周改款 151 00:04:29,340 --> 00:04:29,840 软件 152 00:04:30,100 --> 00:04:30,620 OTA升级 153 00:04:30,880 --> 00:04:32,160 硬件每月小改 154 00:04:32,400 --> 00:04:34,200 用户说摄像头画质不好 155 00:04:34,460 --> 00:04:36,000 下个月就换更好的长览器 156 00:04:36,240 --> 00:04:37,280 用户说续航不够 157 00:04:37,520 --> 00:04:38,560 下个月就加大电池 158 00:04:38,800 --> 00:04:40,600 这种速度大公司根本跟不上 159 00:04:40,860 --> 00:04:42,640 第四场景驱动不是技术找场景 160 00:04:42,900 --> 00:04:43,920 是场景找技术 161 00:04:44,180 --> 00:04:46,480 工人干活需要解放双手拍视频 162 00:04:46,740 --> 00:04:47,520 起手需要导航 163 00:04:47,760 --> 00:04:49,040 留学生需要实时翻译 164 00:04:49,040 --> 00:04:50,500 老人需要辅助识别 165 00:04:50,500 --> 00:04:51,400 这些场景 166 00:04:51,400 --> 00:04:53,540 硅谷的大公司坐在办公室里想不到 167 00:04:53,540 --> 00:04:56,540 深圳的小团队在一线摸帕布那中找到了 168 00:04:56,540 --> 00:04:58,500 你觉得深圳这种小快灵模式 169 00:04:58,500 --> 00:05:00,100 能不能打败硅谷的达尔曼 170 00:05:00,100 --> 00:05:01,720 评论区说说你的看法 171 00:05:01,720 --> 00:05:03,800 讲完了深圳的野生爆款 172 00:05:03,800 --> 00:05:05,620 再看看正规军META在做什么 173 00:05:05,620 --> 00:05:07,820 META和雷鹏合作的智能眼镜 174 00:05:07,820 --> 00:05:09,120 299美元起 175 00:05:09,120 --> 00:05:09,980 约2000人民币 176 00:05:09,980 --> 00:05:11,560 和一副好的雷鹏墨镜 177 00:05:11,560 --> 00:05:12,300 差不多价格 178 00:05:12,300 --> 00:05:13,820 1200万像素摄像头 179 00:05:13,820 --> 00:05:14,640 可拍照 180 00:05:14,640 --> 00:05:15,160 录像 181 00:05:15,160 --> 00:05:16,300 开放式扬声器 182 00:05:16,300 --> 00:05:17,740 旁边人听不到声音 183 00:05:17,740 --> 00:05:19,480 多麦克风降噪能接打电话 184 00:05:19,480 --> 00:05:21,020 还有Meta AI助手 185 00:05:21,020 --> 00:05:22,580 能实时视觉识别 186 00:05:22,580 --> 00:05:23,640 你看着什么东西 187 00:05:23,640 --> 00:05:24,840 问AI他就能回答 188 00:05:24,840 --> 00:05:26,800 实时翻译导航这些功能也都有 189 00:05:26,800 --> 00:05:28,260 2025年9月 190 00:05:28,260 --> 00:05:30,960 Meta还发布了带显示屏的Reband Display 191 00:05:30,960 --> 00:05:33,460 这是首款带显示屏的消费机 192 00:05:33,460 --> 00:05:34,260 AI眼镜 193 00:05:34,260 --> 00:05:36,340 可以显示信息导航翻译 194 00:05:36,340 --> 00:05:37,840 售价799美元 195 00:05:37,840 --> 00:05:39,040 据行业数据 196 00:05:39,040 --> 00:05:42,440 2024年Meta Reband销量约142万台 197 00:05:42,440 --> 00:05:44,800 累计销量已经突破300万台 198 00:05:44,800 --> 00:05:47,420 是目前最成功的消费级AI眼镜 199 00:05:47,420 --> 00:05:48,800 Meta的策略很聪明 200 00:05:48,800 --> 00:05:50,420 他用雷鹏这个时尚品牌 201 00:05:50,420 --> 00:05:52,500 让AI眼镜看起来像普通墨镜 202 00:05:52,500 --> 00:05:54,640 降低科技产品的怪异感 203 00:05:54,640 --> 00:05:55,500 戴着一副雷鹏 204 00:05:55,500 --> 00:05:57,120 别人觉得你是个时尚的人 205 00:05:57,120 --> 00:05:58,360 不会觉得你是个怪咖 206 00:05:58,360 --> 00:06:00,200 299美元的定价 207 00:06:00,200 --> 00:06:01,780 也和高端墨镜差不多 208 00:06:01,780 --> 00:06:02,820 降低心理门槛 209 00:06:02,820 --> 00:06:05,340 但这里要纠正一个常见误区 210 00:06:05,340 --> 00:06:06,720 很多人以为Meta Rayban 211 00:06:06,720 --> 00:06:08,740 是2025年才出的新产品 212 00:06:08,740 --> 00:06:09,360 其实不是 213 00:06:09,360 --> 00:06:10,840 2021年就发布了 214 00:06:10,840 --> 00:06:12,600 最初叫Rayban Stories 215 00:06:12,600 --> 00:06:14,020 那时候还没有AI助手 216 00:06:14,020 --> 00:06:15,260 主要是拍照和听歌 217 00:06:15,260 --> 00:06:18,980 2023年升级加入了Meta AI助手 218 00:06:18,980 --> 00:06:20,100 改叫Meta Ray-Ban 219 00:06:20,100 --> 00:06:23,180 2025年9月又出了带显示屏的版本 220 00:06:23,180 --> 00:06:25,000 已经迭代了好几代了 221 00:06:25,000 --> 00:06:27,300 所以你看Meta不是突然杀入这个市场的 222 00:06:27,300 --> 00:06:28,620 它已经做了四五年了 223 00:06:28,620 --> 00:06:30,320 深圳的团队是后来者 224 00:06:30,320 --> 00:06:31,900 但价格更低速度更快 225 00:06:31,900 --> 00:06:34,280 你觉得299美元的Meta Ray-Ban 226 00:06:34,280 --> 00:06:35,860 和60美元的深圳白牌 227 00:06:35,860 --> 00:06:37,340 如果基础功能差不多 228 00:06:37,340 --> 00:06:38,440 你会选哪个 229 00:06:38,440 --> 00:06:41,080 品牌和品控制这200多美元差价吗 230 00:06:41,080 --> 00:06:41,980 评论区聊聊 231 00:06:41,980 --> 00:06:43,160 但Meta翻船了 232 00:06:43,160 --> 00:06:44,380 而且翻得很难看 233 00:06:44,380 --> 00:06:50,300 2026年初戴摄像头的智能眼镜在全球范围遭遇密集隐私质疑 234 00:06:50,300 --> 00:06:56,100 Meta Ray-Ban被爆将用户私密影像外包给肯尼亚的第三方承包商进行人工审核 235 00:06:56,100 --> 00:06:59,780 部分影像涉及用户家中卧室、浴室等极度私密场景 236 00:06:59,780 --> 00:07:01,780 甚至包括性行为和裸体画面 237 00:07:01,780 --> 00:07:06,480 什么意思你戴着Meta眼镜在家里在卧室拍的视频被上传到Meta服务器 238 00:07:06,480 --> 00:07:11,960 然后Meta把这些视频外包给第三方公司由真人审核员一条一条看 239 00:07:11,960 --> 00:07:13,260 用户根本不知情 240 00:07:13,260 --> 00:07:14,660 也没有充分同意 241 00:07:14,660 --> 00:07:16,720 这事的恐怖之处在哪 242 00:07:16,720 --> 00:07:17,780 我给你分析一下 243 00:07:17,780 --> 00:07:20,420 你把一个始终开启的摄像头和麦克风 244 00:07:20,420 --> 00:07:21,120 带在脸上 245 00:07:21,120 --> 00:07:22,680 24小时记录一切 246 00:07:22,680 --> 00:07:24,540 你不知道他什么时候在拍 247 00:07:24,540 --> 00:07:25,140 拍了什么 248 00:07:25,140 --> 00:07:26,380 数据传到了哪里 249 00:07:26,380 --> 00:07:26,980 存了多久 250 00:07:26,980 --> 00:07:27,640 谁能看到 251 00:07:27,640 --> 00:07:30,200 Meta说数据只用于AI训练 252 00:07:30,200 --> 00:07:31,980 但被报有人类审核员在看 253 00:07:31,980 --> 00:07:32,920 这就完全不一样 254 00:07:32,920 --> 00:07:34,720 AI看和人看是两概念 255 00:07:34,720 --> 00:07:35,780 AI处理数据 256 00:07:35,780 --> 00:07:36,960 你可能觉得没什么 257 00:07:36,960 --> 00:07:37,840 反正就是算法 258 00:07:37,840 --> 00:07:41,860 但如果是真人在看你卧室里拍的视频 259 00:07:41,860 --> 00:07:43,020 你是什么感受 260 00:07:43,020 --> 00:07:45,440 这就跟有人在你家里装了个摄像头 261 00:07:45,440 --> 00:07:47,820 然后陌生人在监控室里看你一样 262 00:07:47,820 --> 00:07:49,980 这事引发了多起集体诉讼 263 00:07:49,980 --> 00:07:51,460 2026年3月 264 00:07:51,460 --> 00:07:54,260 美国律师事务所在旧金山联邦法院 265 00:07:54,260 --> 00:07:55,780 提起全国性集体诉讼 266 00:07:55,780 --> 00:07:58,040 指控Meta侵犯隐私 267 00:07:58,040 --> 00:07:59,600 违反数据保护法 268 00:08:00,000 --> 00:08:07,000 英國、德國的監管機構也介入調查。這是AI眼鏡行業的標誌性隱私事件。可能影響整個行業的監管和用戶接受度。 269 00:08:07,000 --> 00:08:14,000 你覺得這事兒有多嚴重?如果是你,你還會買戴攝像頭的AI眼鏡嗎?評論區大膽說, 270 00:08:14,000 --> 00:08:15,540 国内的情况也不乐观 271 00:08:15,540 --> 00:08:18,400 AI眼镜戴摄像头可无声拍照录像 272 00:08:18,400 --> 00:08:20,000 没有明显的拍摄提示 273 00:08:20,000 --> 00:08:22,100 你用手机拍照至少屏幕会亮 274 00:08:22,100 --> 00:08:22,960 有快门声 275 00:08:22,960 --> 00:08:24,220 旁边人知道你在拍 276 00:08:24,220 --> 00:08:26,200 但AI眼镜什么都没有 277 00:08:26,200 --> 00:08:26,940 你眨眨眼 278 00:08:26,940 --> 00:08:28,120 或者说句话就拍了 279 00:08:28,120 --> 00:08:29,000 旁边人根本不知道 280 00:08:29,000 --> 00:08:31,000 于是就有人用这个来偷拍 281 00:08:31,000 --> 00:08:32,900 更衣室、卫生间、地铁 282 00:08:32,900 --> 00:08:34,200 多次登上热搜 283 00:08:34,200 --> 00:08:36,180 偷拍神器的标签挥之不去 284 00:08:36,180 --> 00:08:38,120 2026年6月还爆出了 285 00:08:38,120 --> 00:08:40,260 空姐被AI眼镜偷拍的事件 286 00:08:40,260 --> 00:08:42,940 几元前的遮光贴就能挡住提示灯 287 00:08:42,940 --> 00:08:44,020 引发全网讨论 288 00:08:44,020 --> 00:08:46,780 部分电商平台加强了对戴摄像头 289 00:08:46,780 --> 00:08:48,100 AI眼镜的审核 290 00:08:48,100 --> 00:08:49,720 要求增加拍摄提示灯 291 00:08:49,720 --> 00:08:50,720 监管也出手了 292 00:08:50,720 --> 00:08:53,580 要求AI眼镜拍照时必须有明显提示 293 00:08:53,580 --> 00:08:54,480 比如指示灯亮 294 00:08:54,480 --> 00:08:55,280 声音提示 295 00:08:55,280 --> 00:08:57,140 但问题是提示灯可以被遮挡 296 00:08:57,140 --> 00:08:58,340 声音可以被关掉 297 00:08:58,340 --> 00:08:59,840 技术上很难完全杜绝 298 00:08:59,840 --> 00:09:02,500 这是AI眼镜普及必须解决的社会问题 299 00:09:02,500 --> 00:09:04,820 技术能力和隐私边界的平衡 300 00:09:04,820 --> 00:09:07,880 技术上AI眼镜确实能做到无声无息地拍摄 301 00:09:07,880 --> 00:09:09,640 但社会能不能接受 302 00:09:09,640 --> 00:09:11,680 被拍摄者的知情权怎么保障 303 00:09:11,680 --> 00:09:13,140 这里也要客观说一句 304 00:09:13,140 --> 00:09:15,180 隐私问题不是只有中国产品有 305 00:09:15,180 --> 00:09:18,600 Meta是美国品牌也出了外包审核的丑闻 306 00:09:18,600 --> 00:09:22,080 谷歌2013年出的Google Glass 307 00:09:22,080 --> 00:09:25,520 当年就是因为隐私问题被人骂Glas后 308 00:09:25,520 --> 00:09:28,240 意思是戴眼镜的混蛋最后失败了 309 00:09:28,240 --> 00:09:29,660 戴摄像头的AI眼镜 310 00:09:29,660 --> 00:09:31,640 无论哪国产品都有隐私风险 311 00:09:31,640 --> 00:09:33,600 这是全行业共同面临的挑战 312 00:09:33,600 --> 00:09:38,680 你觉得AI眼镜拍照时应该强制要求亮灯或发声吗 313 00:09:38,680 --> 00:09:41,300 没有提示的AI眼镜算不算偷拍设备 314 00:09:41,300 --> 00:09:42,740 评论区说说你的观点 315 00:09:42,740 --> 00:09:43,800 讲完了隐私争议 316 00:09:43,800 --> 00:09:45,380 再看看其他巨头在做什么 317 00:09:45,380 --> 00:09:48,240 华为2026年4月20日 318 00:09:48,240 --> 00:09:49,660 发布了鸿蒙AI眼镜 319 00:09:49,660 --> 00:09:51,560 2499元起 320 00:09:51,560 --> 00:09:52,860 4月25日发售 321 00:09:52,860 --> 00:09:54,260 12小时续航 322 00:09:54,260 --> 00:09:55,000 1200万 323 00:09:55,000 --> 00:09:55,960 超感光摄像头 324 00:09:55,960 --> 00:09:57,340 HDRVV的拍摄 325 00:09:57,340 --> 00:09:58,400 小EAI助手 326 00:09:58,400 --> 00:09:59,520 鸿蒙生态协同 327 00:09:59,520 --> 00:10:00,820 什么叫鸿蒙生态协同 328 00:10:00,820 --> 00:10:02,160 就是你的眼镜 329 00:10:02,160 --> 00:10:02,760 手机 330 00:10:02,760 --> 00:10:03,400 平板 331 00:10:03,400 --> 00:10:03,980 手表 332 00:10:03,980 --> 00:10:04,540 车机 333 00:10:04,540 --> 00:10:05,660 全是鸿蒙系统 334 00:10:05,660 --> 00:10:06,380 互联互通 335 00:10:06,380 --> 00:10:07,960 你戴着眼镜拍的视频 336 00:10:07,960 --> 00:10:09,480 直接同步到手机和电脑 337 00:10:09,480 --> 00:10:10,460 你开车的时候 338 00:10:10,460 --> 00:10:12,480 眼镜的导航信息和车机联动 339 00:10:12,480 --> 00:10:13,820 华为的优势很明显 340 00:10:13,820 --> 00:10:14,600 通信技术 341 00:10:14,600 --> 00:10:15,580 ECM和5G 342 00:10:15,580 --> 00:10:16,040 AI 343 00:10:16,040 --> 00:10:17,840 盘古大模型和小异助手 344 00:10:17,840 --> 00:10:19,840 生态鸿蒙全场景品牌 345 00:10:19,840 --> 00:10:21,080 国内高端认知 346 00:10:21,080 --> 00:10:23,200 2499元的定价 347 00:10:23,200 --> 00:10:25,400 比Mana Reband的299美元 348 00:10:25,400 --> 00:10:27,480 约2100人民币略高 349 00:10:27,480 --> 00:10:29,960 但有12小时续航和鸿蒙生态 350 00:10:29,960 --> 00:10:30,920 苹果呢 351 00:10:30,920 --> 00:10:31,660 据报道 352 00:10:31,660 --> 00:10:33,320 苹果也在布局AI眼镜 353 00:10:33,320 --> 00:10:34,700 但定位跟别人不一样 354 00:10:34,700 --> 00:10:35,780 苹果的AI眼镜 355 00:10:35,780 --> 00:10:37,220 不太像独立计算设备 356 00:10:37,220 --> 00:10:39,040 更像iPhone生态里的智能入口 357 00:10:39,040 --> 00:10:41,080 没有复杂屏幕不强调众多娱乐 358 00:10:41,340 --> 00:10:44,680 核心卖点是Siri视觉识别实时翻译路线导航 359 00:10:44,920 --> 00:10:45,700 信息提示 360 00:10:45,960 --> 00:10:46,720 拍摄辅助 361 00:10:46,720 --> 00:10:50,040 适合已经深度使用iPhone Apple Watch AirPods的用户 362 00:10:50,300 --> 00:10:51,320 苹果的策略很明确 363 00:10:51,580 --> 00:10:52,360 不做独立设备 364 00:10:52,600 --> 00:10:54,660 做iPhone的视觉配件 365 00:10:54,920 --> 00:10:56,440 降低风险同时绑定生态 366 00:10:56,700 --> 00:10:59,260 你买了苹果眼镜还是得用iPhone还是在苹果生态里 367 00:10:59,520 --> 00:11:00,540 谷歌就更有意思了 368 00:11:00,800 --> 00:11:03,100 谷歌2013年就出了Google Glass 369 00:11:03,360 --> 00:11:04,120 1500美元 370 00:11:04,380 --> 00:11:06,180 是最早的消费级智能眼镜 371 00:11:06,440 --> 00:11:08,480 但因为隐私问题和价格太贵 372 00:11:08,480 --> 00:11:09,240 失败了 373 00:11:09,500 --> 00:11:13,080 现在谷歌自己不做消费级AI眼镜硬件走平台路线 374 00:11:13,340 --> 00:11:17,440 通过安卓的XR平台支持第三方厂商比如三星OnePlus这些 375 00:11:17,700 --> 00:11:19,480 谷歌的优势是Google Assistant 376 00:11:19,740 --> 00:11:21,020 Google翻译Google地图 377 00:11:21,280 --> 00:11:22,040 Android生态 378 00:11:22,300 --> 00:11:23,320 还有字节和阿里 379 00:11:23,580 --> 00:11:26,140 行业数据显示全球出货量爆发式增长 380 00:11:26,400 --> 00:11:30,240 叠加已旧换新国普红利字节阿里等巨头加速入局 381 00:11:30,500 --> 00:11:33,320 2026年这一赛道获奖迎来规模化爆发 382 00:11:33,560 --> 00:11:35,880 字节的优势是抖音内容生态 383 00:11:35,880 --> 00:11:38,880 戴着AI眼镜拍视频直接发抖音 384 00:11:38,880 --> 00:11:41,880 阿里的优势是天猫精灵和购物场景 385 00:11:41,880 --> 00:11:43,880 已经推出了千问AI眼镜 386 00:11:43,880 --> 00:11:45,880 你看所有巨头都在入场 387 00:11:45,880 --> 00:11:49,880 因为AI眼镜被视为下一代计算平台和流量入口 388 00:11:49,880 --> 00:11:51,880 手机的流量红利见顶了 389 00:11:51,880 --> 00:11:53,880 大家都在找下一个入口 390 00:11:53,880 --> 00:11:55,880 AI眼镜就是最被看好的那个 391 00:11:55,880 --> 00:11:58,880 你觉得这些巨头里谁最有可能做出爆款AI眼镜 392 00:11:58,880 --> 00:12:01,880 华为、苹果、Meta还是深圳的新品牌 393 00:12:01,880 --> 00:12:02,880 评论区压个宝 394 00:12:02,880 --> 00:12:04,880 现在到了最核心的问题 395 00:12:04,880 --> 00:12:06,880 AI眼镜到底能不能取代手机 396 00:12:06,880 --> 00:12:08,880 我先给你一个客观结论 397 00:12:08,880 --> 00:12:09,880 现在还不能 398 00:12:09,880 --> 00:12:12,880 目前AI眼镜是手机的配件和延伸不是取代 399 00:12:12,880 --> 00:12:14,880 为什么我给你讲讲现实差距 400 00:12:14,880 --> 00:12:16,880 第一 显示能力 401 00:12:16,880 --> 00:12:18,880 AI眼镜无屏或小屏 402 00:12:18,880 --> 00:12:20,880 没法看视频 打字阅读 403 00:12:20,880 --> 00:12:22,880 你现在看我这个视频是用手机屏幕看的 404 00:12:22,880 --> 00:12:24,880 你用AI眼镜看一个长视频试试 405 00:12:24,880 --> 00:12:27,880 要么没有屏幕 要么屏幕很小看不了 406 00:12:27,880 --> 00:12:28,880 打字就更别说了 407 00:12:28,880 --> 00:12:30,880 没有键盘 语音输入精度不够 408 00:12:30,880 --> 00:12:32,880 手势输入更慢 第二 交互方式 409 00:12:32,880 --> 00:12:34,880 手机有触摸屏,精准高效 410 00:12:34,880 --> 00:12:39,880 AI眼镜只能语音手势,头部控制,精度低,速度慢 411 00:12:39,880 --> 00:12:42,880 你要选个具体的字,点个具体的按钮,眼镜很难做到 412 00:12:42,880 --> 00:12:44,880 第三,续航 413 00:12:44,880 --> 00:12:48,880 AI眼镜续航6-12小时,看起来不错,但重度使用 414 00:12:48,880 --> 00:12:50,880 比如一直拍照,录像用AI续航更短 415 00:12:50,880 --> 00:12:53,880 手机重度使用也得一天一充 416 00:12:53,880 --> 00:12:57,880 但手机电池大,快充技术成熟 417 00:12:57,880 --> 00:13:00,880 眼镜那么小,电池就那么点,一似生态 418 00:13:00,880 --> 00:13:03,200 手机有几百万个应用 419 00:13:03,200 --> 00:13:05,300 AI眼镜的应用才刚刚开始 420 00:13:05,300 --> 00:13:06,800 生态不成熟 421 00:13:06,800 --> 00:13:08,580 很多你常用的功能没有 422 00:13:08,580 --> 00:13:09,960 第五 社会接受度 423 00:13:09,960 --> 00:13:12,220 你戴着AI眼镜走在街上 424 00:13:12,220 --> 00:13:14,000 别人会用异样的眼光看你 425 00:13:14,000 --> 00:13:15,040 担心被你偷拍 426 00:13:15,040 --> 00:13:16,260 这个社会清理障碍 427 00:13:16,260 --> 00:13:18,480 不是短时间能消除的 428 00:13:18,480 --> 00:13:20,100 那AI眼镜现在能做什么 429 00:13:20,100 --> 00:13:21,920 拍照 录像 第一视角 430 00:13:21,920 --> 00:13:23,400 解放双手 通话 431 00:13:23,400 --> 00:13:25,300 开放式音频 不用掏手机 432 00:13:25,300 --> 00:13:26,860 AI助手 语音问答 433 00:13:26,860 --> 00:13:28,460 视觉识别 时时翻译 434 00:13:28,460 --> 00:13:30,200 导航 语音导航 435 00:13:30,200 --> 00:13:31,740 习行不行不用看手机 436 00:13:31,740 --> 00:13:33,440 通知语音播报 437 00:13:33,440 --> 00:13:34,760 消息提醒翻译 438 00:13:34,760 --> 00:13:36,480 实时翻译几十到上百种语言 439 00:13:36,480 --> 00:13:38,720 这些都是手机的高频功能 440 00:13:38,720 --> 00:13:39,820 但不是全部 441 00:13:39,820 --> 00:13:42,440 你每天用手机大部分时间在看视频 442 00:13:42,440 --> 00:13:43,220 刷社交媒体 443 00:13:43,220 --> 00:13:44,320 打字聊天玩游戏 444 00:13:44,320 --> 00:13:46,160 这些AI眼镜目前都做不好 445 00:13:46,160 --> 00:13:48,540 所以客观说未来三到五年 446 00:13:48,540 --> 00:13:50,120 如果显示技术突破 447 00:13:50,120 --> 00:13:52,480 比如光波导和microLED 448 00:13:52,480 --> 00:13:53,920 微信显示屏成熟 449 00:13:53,920 --> 00:13:55,400 AI能力增强 450 00:13:55,400 --> 00:13:56,220 生态完善 451 00:13:56,220 --> 00:13:58,840 AI眼镜可能部分取代手机功能 452 00:13:58,840 --> 00:14:00,160 通话拍照导航 453 00:14:00,160 --> 00:14:02,100 AI助手这些眼镜就够了 454 00:14:02,100 --> 00:14:03,000 不用掏手机 455 00:14:03,000 --> 00:14:05,480 但完全取代手机还需要很长时间 456 00:14:05,480 --> 00:14:07,200 因为看视频打字阅读 457 00:14:07,200 --> 00:14:08,560 这些需要大屏的功能 458 00:14:08,560 --> 00:14:09,680 眼镜很难替代 459 00:14:09,680 --> 00:14:13,160 你觉得AI眼镜未来三到五年能取代手机吗 460 00:14:13,160 --> 00:14:14,700 还是永远只是手机的配件 461 00:14:14,700 --> 00:14:16,260 为什么评论区聊聊 462 00:14:16,260 --> 00:14:18,140 福建里还有一个观点很有意思 463 00:14:18,140 --> 00:14:22,640 说这些廉价AI竞价是为了完全绕过苹果App Store设计的 464 00:14:22,640 --> 00:14:23,820 我给你讲讲这是什么意思 465 00:14:23,820 --> 00:14:26,900 苹果iPhone的核心护城河之一是App Store 466 00:14:26,900 --> 00:14:29,920 所有iOS应用必须通过App Store分发 467 00:14:29,920 --> 00:14:32,380 苹果抽成30%就是所谓的苹果税 468 00:14:32,380 --> 00:14:34,760 你在iPhone上买任何数字商品 469 00:14:34,760 --> 00:14:36,280 比如会员打赏游戏道具 470 00:14:36,280 --> 00:14:37,740 苹果都要抽30% 471 00:14:37,740 --> 00:14:39,300 开发者恨得牙痒痒 472 00:14:39,300 --> 00:14:42,120 但没办法因为iPhone用户都在App Store里 473 00:14:42,120 --> 00:14:45,400 AI眼镜如果运行安卓鸿蒙或独立系统应用 474 00:14:45,400 --> 00:14:47,920 可以直接安装或者通过其他应用商店分发 475 00:14:47,920 --> 00:14:51,060 就绕过了苹果的控制和30%抽成 476 00:14:51,060 --> 00:14:52,840 对开发者和内容方来说 477 00:14:52,840 --> 00:14:55,100 这是一个新的不受苹果控制的平台 478 00:14:55,100 --> 00:14:57,080 但这里也要纠正一个误区 479 00:14:57,080 --> 00:15:01,440 目前大多数AI眼镜还是通过蓝牙连接手机使用的 480 00:15:01,440 --> 00:15:05,200 包括连iPhone作为手机配件应用和数据还是走手机系统 481 00:15:05,200 --> 00:15:07,000 并没有完全绕过App Store 482 00:15:07,000 --> 00:15:10,640 只有带eSIM独立操作系统的AI眼镜才能真正绕过 483 00:15:10,640 --> 00:15:16,600 所以准确的说法是独立AI眼镜有潜力绕过苹果生态控制 484 00:15:16,600 --> 00:15:18,600 但目前大多数产品还做不到 485 00:15:18,600 --> 00:15:20,860 不过这个方向确实让苹果紧张 486 00:15:20,860 --> 00:15:23,480 因为如果下一代计算平台是AI眼镜 487 00:15:23,480 --> 00:15:25,400 而眼镜用的是安卓或鸿蒙 488 00:15:25,400 --> 00:15:28,680 苹果的App Store护城河就被挖了墙角 489 00:15:28,680 --> 00:15:31,900 你觉得绕过App Store这个说法是真危险还是噱头 490 00:15:31,900 --> 00:15:34,220 苹果会不会因为AI眼镜而衰落 491 00:15:34,220 --> 00:15:35,280 评论区大胆说 492 00:15:35,280 --> 00:15:37,640 还有一个趋势值得关注 493 00:15:37,640 --> 00:15:40,240 就是AI眼镜可能分化成两条路线 494 00:15:40,240 --> 00:15:42,400 一条是戴摄像头的高端AI眼镜 495 00:15:42,400 --> 00:15:43,500 功能强能拍照 496 00:15:43,500 --> 00:15:44,940 视觉识别AR显示 497 00:15:44,940 --> 00:15:46,080 但隐私风险高 498 00:15:46,080 --> 00:15:48,300 Meta Reband 华为鸿蒙眼镜 499 00:15:48,300 --> 00:15:50,400 深圳白牌都走这条路线 500 00:15:50,400 --> 00:15:52,680 另一条是纯音频AI眼镜 501 00:15:52,680 --> 00:15:54,440 只有麦克风和扬声器没有摄像头 502 00:15:54,440 --> 00:15:55,520 隐私风险低很多 503 00:15:55,520 --> 00:15:58,360 因为只采集云不采集影像没有偷拍问题 504 00:15:58,360 --> 00:15:59,560 但功能也少 505 00:16:00,000 --> 00:16:04,500 但功能也少,不能拍照、不能視覺識別。主要做通話、AI助手、翻譯、導航通知。 506 00:16:04,500 --> 00:16:13,600 有行業分析指出,純音頻的隱私結構性優勢在戴攝像頭眼鏡遭遇密集隱私質疑的背景下,可能成為一個差異化方向。 507 00:16:13,600 --> 00:16:16,680 你会为了隐私放弃摄像头选纯音频眼镜吗 508 00:16:16,680 --> 00:16:19,040 还是觉得摄像头功能太重要 509 00:16:19,040 --> 00:16:21,120 愿意承担隐私风险评论区说说 510 00:16:21,120 --> 00:16:22,560 庞叶预期也很有意思 511 00:16:22,560 --> 00:16:24,240 据Omdia数据 512 00:16:24,240 --> 00:16:27,800 2025年全球AI眼镜出货量达到870万台 513 00:16:27,800 --> 00:16:29,640 同比增长322% 514 00:16:29,640 --> 00:16:31,400 增长很快但基数很低 515 00:16:31,400 --> 00:16:33,440 2024年也就几百万台 516 00:16:33,440 --> 00:16:36,800 所以300%以上的增长说明赛道在爆发 517 00:16:36,800 --> 00:16:38,120 但绝对量还很小 518 00:16:38,120 --> 00:16:39,800 仍处于早期阶段 519 00:16:39,800 --> 00:16:41,000 庞叶机构预测 520 00:16:41,000 --> 00:16:45,860 2026年可能出现年销量破100万台的爆款AI眼镜 521 00:16:45,860 --> 00:16:47,660 注意100万台看起来不少 522 00:16:47,660 --> 00:16:49,440 但等手机比就是零头 523 00:16:49,440 --> 00:16:52,000 2024年全球手机出货约12亿台 524 00:16:52,000 --> 00:16:53,800 100万台连千分之一都不到 525 00:16:54,060 --> 00:16:57,120 还有一个技术趋势是eSIM通信模块集成 526 00:16:57,120 --> 00:16:59,680 现在的AI眼镜大多通过蓝牙 527 00:16:59,680 --> 00:17:01,480 连手机没有独立通信能力 528 00:17:01,480 --> 00:17:03,280 未来集成eSIM之后 529 00:17:03,520 --> 00:17:07,120 眼镜可以独立通话、独立联网、独立运行、复杂运算 530 00:17:07,120 --> 00:17:09,920 从手机配件向独立智能终端跃迁 531 00:17:09,920 --> 00:17:12,620 到那时候才真正具备取代手机的基础 532 00:17:12,620 --> 00:17:15,020 你觉得AI眼镜的甜蜜价格点应该是多少 533 00:17:15,020 --> 00:17:17,620 50美元 100美元还是200美元以上 534 00:17:17,620 --> 00:17:18,660 评论区点个数字 535 00:17:18,660 --> 00:17:19,860 说到这里你可能会问 536 00:17:19,860 --> 00:17:21,020 这东西到底谁在用 537 00:17:21,020 --> 00:17:22,740 真的有人每天戴AI眼镜吗 538 00:17:22,740 --> 00:17:24,900 我给你讲讲真实的使用场景 539 00:17:24,900 --> 00:17:25,600 你就明白了 540 00:17:25,600 --> 00:17:27,160 第一个场景 蓝领工人 541 00:17:27,160 --> 00:17:30,080 就像TikTok视频里那个西班牙裔屋顶工人 542 00:17:30,080 --> 00:17:31,680 他干活的时候双手站着 543 00:17:31,680 --> 00:17:33,860 以前要拍工作视频给老板看 544 00:17:33,860 --> 00:17:35,680 得一只手拿手机一只手干活 545 00:17:35,680 --> 00:17:37,260 或者架个运动相机麻烦了 546 00:17:37,260 --> 00:17:39,900 现在戴一副AI眼镜第一视角拍摄 547 00:17:39,900 --> 00:17:40,720 想拍就拍 548 00:17:40,720 --> 00:17:42,060 双手完全解放 549 00:17:42,060 --> 00:17:43,020 装修工人 550 00:17:43,020 --> 00:17:43,940 气修工人 551 00:17:43,940 --> 00:17:44,480 快递员 552 00:17:44,480 --> 00:17:45,260 外卖企手 553 00:17:45,260 --> 00:17:47,220 这些双手站着的职业 554 00:17:47,220 --> 00:17:48,480 AI眼镜是刚需 555 00:17:48,480 --> 00:17:49,400 第二个场景 556 00:17:49,400 --> 00:17:51,160 出国旅行和留学 557 00:17:51,160 --> 00:17:52,380 你到了国外 558 00:17:52,380 --> 00:17:53,360 看不懂路牌 559 00:17:53,360 --> 00:17:54,280 菜单告示 560 00:17:54,280 --> 00:17:55,300 以前要掏手机 561 00:17:55,300 --> 00:17:56,260 打开翻译APP 562 00:17:56,260 --> 00:17:56,980 对着拍 563 00:17:56,980 --> 00:17:58,220 现在戴着AI眼镜 564 00:17:58,220 --> 00:17:58,740 看一眼 565 00:17:58,740 --> 00:18:00,720 就实时翻译160种语言 566 00:18:00,720 --> 00:18:01,820 直接语音播报 567 00:18:01,820 --> 00:18:02,820 跟外国人聊天 568 00:18:02,820 --> 00:18:03,680 实时同声传语 569 00:18:03,680 --> 00:18:04,340 你说中文 570 00:18:04,340 --> 00:18:05,100 他听到英文 571 00:18:05,100 --> 00:18:05,700 他说英文 572 00:18:05,700 --> 00:18:06,380 听到中文 573 00:18:06,380 --> 00:18:09,640 这对留学生出国旅游的中老年人来说太实用了 574 00:18:09,640 --> 00:18:10,940 第三个场景 575 00:18:10,940 --> 00:18:12,020 老年人年纪大了 576 00:18:12,020 --> 00:18:12,780 眼神不好看 577 00:18:12,780 --> 00:18:13,740 小字费劲 578 00:18:13,740 --> 00:18:14,380 记不住事 579 00:18:14,380 --> 00:18:16,820 AI眼镜可以帮你识别药品说明书 580 00:18:16,820 --> 00:18:17,560 读给你听 581 00:18:17,560 --> 00:18:18,620 可以提醒你吃药 582 00:18:18,620 --> 00:18:19,720 关门带钥匙 583 00:18:19,720 --> 00:18:20,340 可以导航 584 00:18:20,340 --> 00:18:21,220 不用看手机 585 00:18:21,220 --> 00:18:22,520 语音告诉你往哪走 586 00:18:22,520 --> 00:18:24,820 子女还能远程看到老人看到的画面 587 00:18:24,820 --> 00:18:25,640 万一摔倒了 588 00:18:25,640 --> 00:18:26,040 迷路了 589 00:18:26,040 --> 00:18:26,840 第一时间知道 590 00:18:26,840 --> 00:18:28,700 第四个场景专业领域 591 00:18:28,700 --> 00:18:29,560 医生做手术 592 00:18:29,560 --> 00:18:30,580 第一视角记录 593 00:18:30,580 --> 00:18:31,620 远程专家指导 594 00:18:31,620 --> 00:18:33,740 消防员进火场实施传输画面 595 00:18:33,740 --> 00:18:35,400 后方指挥警察执法 596 00:18:35,400 --> 00:18:36,460 第一视角记录 597 00:18:36,460 --> 00:18:38,760 这些专业场景AI眼镜已经在用了 598 00:18:38,760 --> 00:18:40,500 你看AI眼镜不是什么科幻概念 599 00:18:40,500 --> 00:18:42,840 它已经在这些真实场景里发挥作用了 600 00:18:42,840 --> 00:18:44,200 只是目前还比较小众 601 00:18:44,200 --> 00:18:46,820 价格续航隐私这些问题解决之后 602 00:18:46,820 --> 00:18:49,600 可能会像当年的智能手机一样慢慢普及 603 00:18:49,600 --> 00:18:52,760 那为什么是深圳先做出来几十美元的AI眼镜 604 00:18:52,760 --> 00:18:53,440 而不是硅谷 605 00:18:53,440 --> 00:18:54,380 我给你分析一下 606 00:18:54,380 --> 00:18:55,920 硅谷的大公司苹果 607 00:18:55,920 --> 00:18:56,380 Meta 608 00:18:56,380 --> 00:18:56,880 谷歌 609 00:18:56,880 --> 00:19:00,020 他们的思路是做一个完美的产品 610 00:19:00,020 --> 00:19:02,580 要最好的芯片、最好的屏幕、最好的设计 611 00:19:02,840 --> 00:19:04,380 功能要全、体验要好 612 00:19:04,620 --> 00:19:06,940 所以价格贵、研发周期长 613 00:19:07,180 --> 00:19:08,980 苹果Vision Pro研发了好几年 614 00:19:09,240 --> 00:19:10,520 卖25000就是这个思路 615 00:19:10,780 --> 00:19:12,820 深圳的小团内思路是先做一个 616 00:19:13,080 --> 00:19:13,840 能用的产品 617 00:19:14,100 --> 00:19:14,620 快速迭代 618 00:19:14,860 --> 00:19:15,380 不需要完美 619 00:19:15,640 --> 00:19:16,920 基础功能能用就行 620 00:19:17,180 --> 00:19:18,200 价格便宜先卖出去 621 00:19:18,460 --> 00:19:18,960 根据用户反馈 622 00:19:19,220 --> 00:19:19,740 快速改进 623 00:19:19,980 --> 00:19:20,760 2到4周数样 624 00:19:21,020 --> 00:19:22,040 1到2个月量产 625 00:19:22,300 --> 00:19:22,800 每月小改 626 00:19:23,060 --> 00:19:24,600 等规5的完美产品做出来 627 00:19:24,860 --> 00:19:26,380 深圳已经迭代了五六代 628 00:19:26,640 --> 00:19:27,420 价格还便宜好几倍 629 00:19:27,420 --> 00:19:30,340 这就是两种完全不同的创新模式 630 00:19:30,340 --> 00:19:31,860 硅谷是精英式创新 631 00:19:31,860 --> 00:19:34,420 大团队大投入长周期高定价 632 00:19:34,420 --> 00:19:36,040 深圳是草温式创新 633 00:19:36,040 --> 00:19:38,140 小团队小投入快迭代低定价 634 00:19:38,140 --> 00:19:40,060 你不能说哪种一定好 635 00:19:40,060 --> 00:19:42,820 但在AI眼镜这个还在早期的市场 636 00:19:42,820 --> 00:19:44,840 深圳的速度和成本优势 637 00:19:44,840 --> 00:19:46,220 确实撕开了一个口子 638 00:19:46,220 --> 00:19:48,140 觉得哪种创新模式更厉害 639 00:19:48,140 --> 00:19:50,460 硅谷的精英式还是深圳的草温式 640 00:19:50,460 --> 00:19:51,260 评文区说说 641 00:19:51,260 --> 00:19:53,640 最后我想跟大家聊一个更大的话题 642 00:19:53,640 --> 00:19:56,140 人类和计算设备的关系一直在变 643 00:19:56,140 --> 00:19:57,700 最早是大型计算机 644 00:19:57,700 --> 00:19:59,900 放在机房里只有专业人员能用 645 00:19:59,900 --> 00:20:01,780 然后是个人电脑放在桌子上 646 00:20:01,780 --> 00:20:02,820 每个人都能用 647 00:20:02,820 --> 00:20:04,840 然后是智能手机放在口袋里 648 00:20:04,840 --> 00:20:05,700 随时随地能用 649 00:20:05,700 --> 00:20:07,940 现在AI眼镜戴在脸上 650 00:20:07,940 --> 00:20:08,660 抬眼就能用 651 00:20:08,660 --> 00:20:09,880 从机房到桌面 652 00:20:09,880 --> 00:20:11,080 从口袋到脸上 653 00:20:11,080 --> 00:20:12,740 计算设备离人越来越近 654 00:20:12,740 --> 00:20:14,040 交互越来越自然 655 00:20:14,040 --> 00:20:15,700 从打空卡到键盘鼠标 656 00:20:15,700 --> 00:20:17,640 从触摸屏到语音和眼神 657 00:20:17,640 --> 00:20:18,900 操作越来越简单 658 00:20:18,900 --> 00:20:19,780 这是大趋势 659 00:20:19,780 --> 00:20:21,800 不会因为隐私争议而停止 660 00:20:21,800 --> 00:20:23,900 AI眼镜不会明天就取代手机 661 00:20:23,900 --> 00:20:26,540 但它正在改变我们和计算的关系 662 00:20:26,540 --> 00:20:29,080 从低头看屏幕到抬头看世界 663 00:20:29,080 --> 00:20:32,100 从用手操作到用语音和眼神交互 664 00:20:32,100 --> 00:20:34,040 这场人脸战争才刚刚开始 665 00:20:34,040 --> 00:20:36,220 深圳Meta 苹果 华为 谷歌 666 00:20:36,220 --> 00:20:37,640 谁能赢下你的鼻梁 667 00:20:37,640 --> 00:20:38,880 谁就赢下下一个试验 668 00:20:38,880 --> 00:20:39,720 但别忘了 669 00:20:39,720 --> 00:20:41,600 在技术狂奔的同时 670 00:20:41,600 --> 00:20:43,180 隐私这条线不能破 671 00:20:43,180 --> 00:20:44,980 你把摄像头带在脸上 672 00:20:44,980 --> 00:20:46,660 记录的不只是你自己的生活 673 00:20:46,660 --> 00:20:48,100 还有你身边所有人的生活 674 00:20:48,100 --> 00:20:49,180 技术能力越强 675 00:20:49,180 --> 00:20:50,740 隐私边界越重要 676 00:20:50,740 --> 00:20:51,780 监管要跟上 677 00:20:51,780 --> 00:20:52,720 企业要自律 678 00:20:52,720 --> 00:20:55,080 用户也要有知情权和选择权 679 00:20:55,080 --> 00:20:57,680 感觉这期有用的把有用打在公屏上 680 00:20:57,680 --> 00:20:59,200 你会买AI眼镜吗 681 00:20:59,200 --> 00:21:01,940 你最担心的是隐私价格还是看起来奇怪 682 00:21:01,940 --> 00:21:03,500 评论区大胆说出来 683 00:21:03,500 --> 00:21:04,920 别忘了点赞订阅 684 00:21:04,920 --> 00:21:08,120 下期咱们接着聊那些正在改变世界的硬核科技