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Qwen登顶AI赚钱大赛只是开始？“弃GPT投Qwen”已在硅谷蔓延开来_我的网站

穆赫兰道

一 | 最近，科技圈和币圈的吃瓜群众们，都围在了一个名为Alpha Arena的AI斗兽场前。

二 | The first musical glimpse of Chatha Pacha - The Ring of Rowdies has arrived, and it wastes no time announcing the film’s attitude. Reel World Entertainment has unveiled the lyric video of the title track, a number that leans heavily into rhythm, street energy, and a sense of playful bravado. More than just a promotional beat, the song marks a notable moment for Malayalam cinema as it introduces the celebrated composer trio Shankar-Ehsaan-Loy to the language for the first time.Music has been positioned as a key pillar of Chatha Pacha from the outset, and the title track underlines that intent clearly. Rather than playing it safe, the film opens its musical journey with a song that feels rooted in place and personality. The soundscape is earthy and infectious, echoing the bustle and swagger of Kochi’s streets while maintaining the polish expected from a high profile pan Indian production. A landmark crossover for Malayalam cinema The arrival of Shankar-Ehsaan-Loy into the Malayalam film space is the kind of crossover that naturally draws attention. For decades, the trio has shaped the musical memory of Hindi cinema with songs that balance melody, scale, and experimentation. Their decision to step into Malayalam cinema with Chatha Pacha feels both timely and deliberate, aligning with the industry’s growing confidence and national footprint.The composers have spoken about their excitement in working with the language, describing Malayalam as rich and musical in itself. That enthusiasm is audible in the title track, which blends multiple influences without losing its local flavour. The composition does not feel like an outsider’s take on Kerala culture. Instead, it embraces the rhythms and cadences of the setting, allowing the language and slang to drive the mood. Vocally, the song brings together Shankar Mahadevan, Siddharth Mahadevan, and Fejo, creating a dynamic mix of voices. Shankar’s unmistakable energy anchors the track, while Siddharth adds a contemporary edge familiar to audiences across industries. Fejo’s presence grounds the song firmly in Kerala’s pop culture landscape, especially given the impact of his breakout hit Aayiram Aura, which reshaped the visibility of Malayalam rap and hip hop. Street slang, star power, and rising buzz A major reason the title track lands with such confidence is its lyrical backbone. Written by Vinayak Sasikumar, the lyrics unapologetically tap into Kochi’s street slang and everyday rhythm. The words feel lived in rather than stylised for effect, giving the song an immediacy that invites listeners to sing along rather than simply consume it. This choice aligns well with the film’s tone, which appears to celebrate raw energy and youthful chaos within a larger cinematic frame.Chatha Pacha is directed by debut filmmaker Adhvaith Nayar and backed by creative producer Shihan Shoukath, along with producers Ritesh and Ramesh S Ramakrishnan and Shoukath Ali. While the film is still some distance away from release, it has already built curiosity through its teaser and character reveals. The arrival of the first song sharpens that anticipation, offering audiences a clearer sense of the film’s world and energy. View this post on Instagram A post shared by Chatha Pacha: The Ring of Rowdies (@chathapachathefilm) With distribution support from Dharma Productions, Mythri Movie Makers, Wayfarer Films, PVR INOX, and The Plot Pictures, the film is clearly being positioned for a wide and ambitious release. As the title track begins to find its way into playlists and social media reels, it sets a confident tone for what lies ahead.Scheduled for a theatrical release in January 2026, Chatha Pacha - The Ring of Rowdies now has its musical flag firmly planted. If the title track is any indication, the film is gearing up to enter the ring with noise, confidence, and a sound that refuses to be ignored.Also Read: Chatha Pacha Steps Into The Spotlight With a Knockout Teaser。这不是什么模拟演练，这是真金白银的AI炒币大赛。主办方nof1给六个当红AI大模型，包括通义千问Qwen、DeepSeek、Grok、GPT-5和Gemini 2.5 Pro，每个发了一万美金的本金，让它们在币圈这个真实赌场里比拼。战况突出一个戏剧性。

三 | 被寄予厚望的GPT-5和Gemini不负众望，稳定发挥，直接亏成了韭菜本菜。它们在10到20倍杠杆的边缘疯狂试探，无论是GPT-5的连续做空，还是Gemini的高频换仓，结果我们都知道了，市场一波动，它们就一路俯冲向深渊。

四 | 真正的戏码在中国开源模型这边。DeepSeek一度保持领先，没想到，通义千问Qwen上演了一出绝地反超的好戏。在前期保持稳健之后，于10月23日上午正式超越DeepSeek，登顶第一。

五 | Qwen一直稳定在40%上的回报率，现在已飙到53%。有网友对这几天的战况做了个简单的线性回归，发现只有Qwen的斜率是稳中向上的，是真的稳。难怪Qwen的团队负责人Junyang Lin也在社交媒体上忍不住感叹，你应该永远对你的模型有强大的信念，人类实在是太蠢了。但老实说，AI炒币这事儿，短期看就是玄学叠加大A和币圈的随机漫步。

六 | AI们可能只是运气好，或者运气差。如果说AI炒币的K线图还只是噪音，那么硅谷的真金白银和头部公司的技术选型，就是实打实的信号。就在AI炒币大赛激战正酣时，大洋彼岸的硅谷也传来了一个值得玩味的消息。 Brian Chesky明确表示：我们未在生产环境中使用OpenAI最新模型，原因是…… 爱彼迎Airbnb的CEO Brian Chesky公开表示，他们公司正大量依赖阿里的Qwen模型。他坦言，因为它非常出色，而且又快又便宜。他甚至补了一句，他们虽然也用OpenAI的最新模型，但在实际生产中用得并不多，因为总有更快更便宜的替代方案。这事儿最有趣的地方在于，Chesky本人是OpenAI创始人山姆奥特曼Sam Altman的密友。好哥们当着全世界的面，不用自家兄弟的产品，反而选择了中国的开源模型。这一幕简直是硅谷版的真香定律现场。嘴上都是主义，心里全是生意。这也完美符合互联网产品的核心需求，谁又好又快又便宜，我就选谁。 Chesky的真香并不是个例，硅谷的务实派们都在拥抱中国的开源模型。最近在当红播客All-in上，硅谷百亿俱乐部成员，著名投资人Chamath也上演了一出好戏。他当着白宫AI主管的面，公开倒戈中国模型。

七 | Chamath说，他的公司已经是亚马逊AI平台的前20大客户，但已经将大量工作需求转向了中国开源模型。他的理由同样务实得可怕，中国模型性能确实够强，而且老实说，比美国的OpenAI和Anthropic便宜太多了。这位大佬可不是普通网红，他是Facebook的前高管，创造过将用户数从4500万增长到7亿的神话，那个你可能认识的人的好友添加功能，就是他和团队的创新。当这种硅谷食物链顶端的捕手，都开始用真金白银押注中国模型时，风向就已经变了。 Chamath在播客里明确表示，以DeepSeek、Kimi和Qwen为代表的中国开源模型，正在挑战美国闭源模型的领先地位。

八 | 不只是商界，学术界也在用脚投票。比如哈佛艺术博物馆就把Qwen集成到了他们公开的AI探索工具里，用来给馆藏的老照片进行自动解说和数据补全，方便学者和公众检索。全球各大高校也经常选择中国的开源模型进行科研实验。

九 | 这种趋势也被媒体捕捉到了。华盛顿邮报最近的分析文章标题一针见血，中国现在正在AI竞赛的这个关键部分领先美国。报道称，AI热潮始于美国，但中国公司在开源AI技术方面正悄悄超越美国对手。去年，最好的开源模型大多来自美国。

十 | 而现在，它们都来自中国。在LMArena这个AI盲测竞技场上，来自阿里巴巴等中国公司的开源模型，评分已经高于OpenAI和Meta等美国公司。正如Hugging Face的政策负责人所说，阿里等中国公司发版频繁且质量高，这就是你建立用户基础的方式。 9月阿里在云栖大会上连发7款模型，在HuggingFace的大模型榜单中，阿里通义开源模型不但夺下第一，而且在前十中位居七席，妥妥的中国模型在全球屠榜。这种疯狂迭代的速度，让一个高赞网友发出了灵魂感慨。他表示，感觉所有非中国的AI实验室都像消失了一样。谷歌、Meta、微软已经好几个月没有重大发布了。与此同时，深度求索、阿里巴巴等中国公司却在遍地开花，模型发布快得让人眼花缭乱。好了，让我们再回到这个AI炒币大赛。

十一 | 如前所述，这个比赛目前还有很多槽点。

十二 | 直播这种形式更像是娱乐而不是正经研究，此外比赛周期也较短，System Prompt没有公开，而且币圈的波动本身就充满了巨大的随机性。但是，市场不在乎这个。吃瓜群众已经嗅到了金钱的味道，开始了一场轰轰烈烈的Vibe Investing（氛围投资or者叫玄学投资？）。 Polymarket是一个去中心化版的博彩+数据预测市场，它允许用户用真实资金下注未来事件的结果。在Polymarket上，好事者已经为这场大赛开盘了。这个盘口的标题简单直接，谁会是Alpha Arena AI交易大赛的赢家。