---
title: "Industry Report | September 2023 Global AIGC Monthly — Headlines Chapter"
author: "Unique Research"
sourcePublication: "Unique Research (FFCAP English library)"
originalPublishedAt: "2023-10-17T19:00:00+08:00"
canonical: "https://ffcap.cn/en/research/20231017a08j4400"
source: "https://ffcap.cn/en/research/20231017a08j4400"
language: "en"
cnSourceUrl: "https://view.inews.qq.com/a/20231017A08J4400"
---

# Industry Report | September 2023 Global AIGC Monthly — Headlines Chapter

_Unique Research · Insight / AIGC monthly · October 17, 2023 · Full editorial rewrite of ~4,660 CJK — all international and domestic headline items preserved_

## International headlines

### Meta launches CoTracker — GitHub stars to 1.4k; pixel-level video tracking

Meta’s new video-tracking tool **CoTracker** hit ~**1.4k GitHub stars** soon after release. Observers flag object tracking, sports analytics, wildlife tracking, and film post as likely impact zones. Demo clips — show-jumping arcs, sailboats, skydivers — drew attention.

Differentiator: **pixel-level** tracking, not only semantic understanding. Transformer architecture encodes point tracks and iteratively updates positions; a sliding-window mechanism covers longer videos. On FastCapture it beat many models including Meta’s own DINOv2. Deploy via Colab or the GitHub repo.

### Stanford “self-destructing models” against malicious fine-tunes

Stanford researchers propose **self-destructing models**: even open models degrade on harmful tasks. Algorithm **MLAC (Meta-Learned Adversarial Censoring)** meta-trains on beneficial vs harmful task sets — inner loop simulates adaptation attacks; outer loop maximizes loss on harmful tasks so the model “forgets” harmful-task information. On Bias in Bios (gender ID = harmful; occupation = beneficial), harmful-task performance after MLAC stayed near a randomly initialized model across data regimes. Accepted at AAAI with Best Student Paper nomination.

### ChatGPT plugin “Consensus” for paper search

GPT-3.5 ChatGPT gained **Consensus**: search/summarize over **200M+** papers. Modes: (1) one-sentence Q&A with paper links; (2) short multi-paper reviews with citations; (3) keyword-free topic paper lists (author/year/venue/abstract); (4) SEO-friendly blog drafts citing peer-reviewed work. Results claim peer-reviewed sources via Semantic Scholar (monthly refresh). Plus members only; third-party Consensus Inc.

### Claude Pro: $20/month paid tier

Anthropic’s **Claude Pro** at **$20/month** (~£18): ~5× conversation volume vs free; priority access in high traffic; first look at new features. Mixed user reaction — some welcome extras without gutting free; others call $20 steep for casual use. Anthropic has raised ~**$1.45B** and expects ~**$1B** compute (esp. GPU clusters) over ~18 months.

### DeepMind AlphaMissense: pathogenicity of missense variants

Built on AlphaFold, **AlphaMissense** (Science) classifies missense (nonsynonymous) DNA substitutions that change protein amino acids. It scored **~71 million** possible missense variants; classified **89%** as likely pathogenic or likely benign vs ~0.1% for human experts. Fine-tuned using human/primate variant-frequency DBs (less human-label bias). ClinVar auROC **0.94**. Predictions, code, and **216M+** single-AA substitution predictions released openly.

### Windows 11 + Copilot: toward an “AI OS”

Win+C opens system **Copilot** for dark mode, music, desktop tidy, summarization, writing, and image edits (portrait cutout, posters). Snipping Tool gains text extract and AI mosaic for privacy. Paint adds AI background swap; Clipchamp suggests scenes and one-click share. Photo search by fuzzy description. Also: passkeys (face/fingerprint/PIN), Cloud PC, seamless switch. Rolling out now / larger Nov update.

## Domestic headlines

### Moonshot AI (月之暗面) ships Kimi Chat; >$200M raised

Founder Yang Zhilin (FAIR / Google Brain; first author Transformer-XL & XLNet; student of Ruslan Salakhutdinov at CMU) — named among The Information’s “China OpenAI” five. ~6 months in, Sequoia China, ZhenFund and others; funding **\>$200M**. Own models, consumer (ToC) first, multimodal later, super-app exploration; heavy C-end product hires (0→1 and 100M+ DAU experience).

### ByteDance “AI Assistant” on Volcano Engine

Third major LLM-related product after (1) **Volcano Ark** MaaS (Jun) aggregating third-party models; (2) Douyin’s **Doubao** chatbot on in-house Skylark (云雀), approved Aug 31; (3) **AI Assistant** on VeDI — either Skylark directly or third-party models (Zhipu, Baichuan, MiniMax…) via Ark. DataLeap and DataWind cover most data production/consumption so non-specialists can query and analyze.

### 360 Zhinao: ~RMB 20M H1 revenue — first profitable Chinese LLM company claim

360 H1 2023 report: nearly **RMB 20 million** from large-model business — framed as first Chinese LLM company to turn a profit. “360 Zhinao” landed first in search, then multi-turn dialogue and text/audio/image/video; first to pass CAICT “trusted AIGC LLM” evaluation. Lines: industry LLMs (tax, enterprise services), city LLMs (Sichuan/Chongqing), GPT industry alliance (Jun), security LLM (Aug 9) from 15 years of AI security data.

### Baidu Intelligent Cloud AI-native apps

Service marketing, office productivity, production optimization. **Xiling** digital-human platform: lower-cost faster 3D humans that switch look/persona by industry (finance, e-comm, culture/tourism). **Yinian** content studio (copy, images, video). **Zhenzhi** enterprise search over internal docs. **Du An’an** industrial safety assistant. Natural-language UX and unified entry points.

### Tsinghua-line Lingxin Intelligence reportedly fully acquired by Zhipu AI

Unofficial; valuation said to be hundreds of millions RMB. Shared Tsinghua roots, co-investment, co-released CharacterGLM “hyper-realistic” persona model. Zhipu market value ~RMB 12B (Meituan, Alibaba among backers). Lingxin earlier angel + Pre-A at ~$100M valuation; founder Huang Minlie (Tsinghua CS assoc. prof., NLP/dialogue/affect); Li Wenjue UBO (ex Zhongke Chuangxing / BAAI investment). Mission: mental-health digital therapeutics; with Tsinghua CoAI released LLM safety eval framework and AiU interest community. Deal read as resources + research runway while keeping some independence.

_Author: Haoyu · Review: Siky_

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Editorial English edition published on UniqueCapital: https://ffcap.cn/en/research/20231017a08j4400
On-site reading page: https://ffcap.cn/en/research/20231017a08j4400