东京/加利福尼亚州帕洛阿尔托讯——Meta Platforms正在人工智能开发领域卷土重来，以日本推出其Muse个人AI助手为起点，开启国际扩张。这家Facebook母公司表示，Muse将保持免费且不含广告。
TOKYO/PALO ALTO, California -- Meta Platforms is making a comeback in artificial intelligence development, kicking off an international push with the Japanese rollout of its Muse personal AI agent, which the Facebook owner says will stay ad-free.
Meta于周五在日本推出Muse。该服务最早于9月8日在北美推出，智能手机应用版本在六周内下载量已达1000万次，这一速度超越了包括OpenAI的ChatGPT在内的竞争对手。
Meta launched Muse in Japan on Friday. The service was first released for North America on Sept. 8, and the smartphone app version has been downloaded 10 million times in the six weeks since -- a pace that surpasses rivals including OpenAI's ChatGPT.
Meta首席AI官亚历山大·王在接受《日经新闻》采访时表示，Muse“可以开始采取行动，使用户节省时间和金钱，这使得该产品比之前的任何AI产品都更有用”。他表示，Meta支持大规模计算负载的专有基础设施模型、安全性和数据中心，使得Muse“非常难以复制”。
Muse "can start taking actions that enable the user to save time and save money, which make the product much more useful than any of the AI products before," said Alexandr Wang, Meta's chief AI officer, in an interview with Nikkei. Meta's proprietary infrastructure model, security and data centers that support big computing loads make Muse "very hard to replicate," he said.
在与谷歌等其他科技巨头的竞赛中，Meta正在建设和扩建数据中心，预计2026年资本支出将达到约1400亿美元，同比增长94%。由于市场担忧这笔投资如何收回，该公司股价一直在下滑。
In its race against fellow Big Tech giants like Google to build and expand data centers, Meta expects capital spending in 2026 to reach roughly $140 billion, up 94% on the year. The company's stock price has been sliding on concerns about how this investment will be recouped.
亚历山大·王谈及公司的盈利计划时表示：“Muse对用户免费，我们确实希望将其扩展到数十亿用户，但……对于高级用户或想要使用最先进模型的人，我们确实有订阅计划。”他表示，Meta提供付费企业服务，并从使用助手进行购买的卖家处收取佣金。
"Muse is free for users, and we really want to scale that up to billions of users, but ... for power users or people who want the most advanced models, we do have subscription plans in place," Wang said of the company's monetization plans. Meta offers paid enterprise services and also takes commissions from sellers on purchases made using agents, he said.
Meta超过95%的收入来自广告。其向用户展示个性化广告的做法获得了广告商的支持，但也引发了与隐私相关的批评。亚历山大·王表示：“Muse内部没有广告，我们也没有任何计划这么做。”
More than 95% of Meta's revenue comes from ads. Its approach of showing users personalized ads has drawn support from advertisers, but has also brought criticism related to privacy. "There are no ads inside Muse, and we don't have any plans to do so," Wang said.
对于支撑Muse的基础模型，Meta计划开发并提供封闭模型（所有规格和训练数据均保密）以及易于复制和修改的开放模型。
For the foundation models behind Muse, Meta plans to develop and offer both a closed model, with all specifications and training data kept private, and an open model that is easy to duplicate and modify.
该公司的最初策略是通过提供开源模型来追赶像 OpenAI 这样的领先企业。然而，自 2025 年王（Wang）担任 Meta 的 AI 开发负责人以来，公司的开发策略发生了转变，开始优先选择封闭式（非开源）的开发模式。10 月 12 日发布的 Muse Wonder 使 Meta 在 AI 领域的地位更加接近领先者。
The company's initial strategy was to chase pioneers like OpenAI by offering an open model. Since Wang became the head of Meta's AI development in 2025, however, the system was revamped to prioritize closed development. The Oct. 12 release of Muse Wonder has brought Meta closer to AI leaders.
与此同时，企业客户越来越倾向于使用价格低廉的开源产品来降低成本。根据美国平台 OpenRouter 的数据，截至 9 月底，开源产品占所有使用量的大约 60%；该平台允许用户在不同的 AI 模型之间进行切换。
Meanwhile, enterprise customers are increasingly relying on inexpensive open options to keep costs down. Open-weight products accounted for roughly 60% of usage at the end of September, according to OpenRouter, a U.S. platform that lets users switch between different AI models.
由中国公司 Moonshot AI 开发的 Kimi 在开源产品领域备受推崇。根据 OpenRouter 的数据，2025 年初，国产模型在开源产品中的占比还不到 10%，但最近已上升至约 70%。
Kimi, developed by China's Moonshot AI, is well regarded in the open-weight category. Chinese-made models accounted for less than 10% of the open-weight category at the start of 2025 but have recently increased to around 70%, according to OpenRouter.
“我们希望美国能拥有与国产模型相媲美的优秀开源产品，”王（Wang）表示。
"We want there to be strong American open-weight alternatives to Chinese models," Wang said of the situation.
如今，Meta 又重新开始重视开源架构，例如发布了 Spark 的开源版本（Spark 是 Muse Wonder 的前身）。王（Wang）没有给出具体的发布日期，但表示：“我们确实打算在未来继续以一定的频率推出开源模型。”基础模型领域的竞争正在加剧；一些公司会在自己的开发过程中使用其他公司的模型，这种做法正逐渐成为问题。
Meta is now focusing on open architecture again, including by releasing an open version of Spark, the predecessor to Wonder. Wang gave no specific release dates but said that "we definitely intend to continue open-weighting models in the future on some cadence." Competition in foundation models is intensifying. Such practices as distillation, in which one company uses another's model in its own development, are becoming an issue.
“我们开发的一些技术很可能会被应用到整个生态系统中，包括国产模型中，”王（Wang）说，“对此我们感到非常兴奋。”Meta 认为这是一个积极的现象：“因为我们的目标是提供优秀的美国开源产品，从而推动整个生态系统的健康发展。”他还表示：“如果我们的技术能够影响其他模型，那将是一个非常好的结果。”
"Some of what we built will likely find its way into the rest of the ecosystem and into other models, including Chinese models," Wang said. "And we actually are excited about that." Meta sees this as an upside, "because our goal is to provide strong American alternatives ... and have those bolster and strengthen the entire ecosystem," Wang said. Muse "was trained to reflect American values, and if some of those principles are able to influence other models, that's actually a really good outcome," he said.
尽管多家公司出于安全考虑呼吁放慢人工智能发展步伐，但有人持反对意见，包括美国总统唐纳德·特朗普和美国人工智能芯片巨头英伟达首席执行官黄仁勋。一些人担心，此类分歧可能会推迟安全措施。
While multiple companies are calling for a slowdown in AI development over safety concerns, some oppose it, including U.S. President Donald Trump and Jensen Huang, CEO of U.S.-based AI chip giant Nvidia. Some worry that such disagreements could delay safety measures.
“我认为，如果我们真的与每个人交谈，并请他们更详细地表达自己的想法，我认为人们可能比我们想象的要接近得多，”王就这种两极分化说道。
"I think if we actually talk to every single person and we ask them to express their thoughts in greater detail, I think people are probably a lot closer than we think," Wang said of this polarization.
“我认为，各家公司在今后发展这项技术时，能够保持理性很重要，”他说。
"I think it is important for various companies to be able to be reasonable as they develop this technology on a go-forward basis," he said.