March Observations in the AI Industry: DeepSeek V4 multimodal large model is about to be released, supporting image/video/text generation. ChatGPT's weekly active users have reached 900 million, with 50 million paid subscriptions; Suno has 2 million paid users, generating an annual revenue of $300 million. AI tools have shifted from being a novelty to a necessity. Alibaba has open-sourced the CoPaw desktop Agent, and Taobao has released a food safety model called Baize. Deepening vertical scenarios has become a trend. Meta's self-developed AI chip has failed, highlighting the extremely high infrastructure barriers. The focus of competition in 2026: from creating models to monetizing them.