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模拟芯片,机会在哪里?
3 6 Ke· 2026-02-21 02:14
他停顿了一下,问我叫什么名字。我觉得这并非因为这个问题展现了他什么独到的见解。或许只是因为 这个问题在课堂上比较少见——大多数学生都不会问这种问题。但现在回想起来,那一刻标志着我长达 十年观察这个领域悄然变革的开始。 十年过去了,模拟电路设计发生了翻天覆地的变化。但这种变化究竟代表"衰落"还是"重组",则取决于 你的视角。在本文中,我想探讨一下实际情况,并挖掘其中的机遇。 变革的现实 劳动力结构的转变 十年过去了,我可以肯定地说,模拟电路设计领域确实已经由亚裔和印度裔工程师主导。这并非我个人 的看法。根据美国国家科学基金会 (NSF) 2024 年的报告,美国超过 55% 的博士级工程师是外国出生 的,美国大学工程学博士生中超过 60% 是国际学生。STEM OPT 签证统计数据显示,印度籍申请人占 48%,中国籍申请人占 20%。 日前,美国一个博主nutty写一篇名为《The Future of Analog Circuit Design — Finding Opportunity in a Changing Landscape》的文章。在文章中,他探讨了模拟芯片的机会以及模拟芯片。 以下为文章正文: 大 ...
刚刚,OpenAI 硬件全家桶曝光:智能音箱内置摄像头+刷脸购物,ChatGPT 要住进你家了
3 6 Ke· 2026-02-21 02:05
Core Insights - OpenAI is developing a smart speaker equipped with a camera and facial recognition capabilities similar to Apple's Face ID, aiming to enhance user interaction and shopping experiences through visual recognition [1][2][4] Product Overview - The smart speaker is expected to be priced between $200 and $300 (approximately 1450-2200 RMB) and is projected to be released as early as February 2027 [3][22] - Key features include environmental perception through the camera, Face ID-level facial recognition, and voice shopping capabilities [3][4] - The product is part of a broader hardware strategy that includes future developments in smart glasses and smart lamps [3][16] Market Implications - The introduction of this smart speaker could disrupt existing e-commerce and advertising models by inserting a new decision-making layer between consumers and traditional platforms like Google and e-commerce sites [4][25] - OpenAI's hardware ambitions are supported by a team of 200 people, including notable figures from Apple, indicating a strong design and engineering foundation [7][12][26] Competitive Landscape - OpenAI's strategy appears to be a response to the competitive pressures from major tech companies like Apple and Meta, which are also investing in AI-integrated wearable devices [16][25] - The company is facing challenges in proving that AI hardware can deliver a qualitatively different user experience compared to existing devices [26][25] Development Challenges - OpenAI's hardware team operates separately from the main company, indicating a focused approach to hardware development [12] - The company has adjusted its product strategy due to supply chain issues, opting for a simplified version of its AI headphones before launching more advanced models [19][21]
春节新晋“年味担当”,机器人租赁,还能火多久?
3 6 Ke· 2026-02-21 01:57
这个春节,机器人比人更忙,成为了最"抢眼"的"年味担当"。 刚刚过去的2026年央视春晚,也是机器人登场密度最高的一届,从武术表演到小品再到歌舞、微电影,在登台数量和参与深度上,都创下了新高。机器人 还在各大地方春晚上,轮番整活,玩乐队、跳"扫腿舞"都不在话下。不少网友直呼,"张万森,下机器人了。" 这股"机器人打工"热潮在线下活动中,表现得更为迅猛。 在景区边,机器人正在为游客写福字;在商场门口,它们一边跳舞,一边引得孩子们阵阵欢笑;在小区里,有年轻人正带着机器人去给亲戚送年货,让不 少路人围观拍照。这些曾经在科幻小说中的情景,已经成为了真实生活中的写照。 机器人租赁市场也迎来了前所未有的热度。 智元旗下机器人租赁平台擎天租数据显示,截至2月12日,平台已累计收到覆盖春节假期的订单超过1000单。综合当前已下单及预约情况测算,整个春节 假期内平台整体GMV预计环比涨80%。截至春节假期结束,平台累计订单量预计将突破5000单。 从企业年会、商场开业,到个人拜年、求婚,机器人租赁已从"小众尝鲜"变成"大众市场"。当科技与年味相遇,机器人不再是遥不可及的"未来科技",而 是成了春节里最"铁"的新朋友。 不过,随 ...
2025光伏大盘点:有人破产离场,有人国资“托底”
3 6 Ke· 2026-02-21 01:47
光伏行业洗牌加剧:跨界企业退市破产,国资"掐尖"接盘优质资产,格局重塑。 2025年4月,ST嘉寓和ST旭蓝发布了终止上市公告,成为A股当年首批面值退市的光伏企业 。与此同时,甘肃金刚光伏因逾8000万元借款逾期 被法院强制执行,四家下属公司申请重整 。但在另一个维度,曾折戟IPO的一道新能却迎来了新主人——衢州国资通过旗下公司取得不少于 34.05%的表决权,实现单独控股 。同样是光伏企业,有人倒在黎明前的血泊中,有人在国资"输血"后获得喘息。 2025光伏行业部分破产企业: | 时间 | 174 | 破产类型 | No | | --- | --- | --- | --- | | 1月3日 | 宿迁阳力能光伏有限公司 | 破产申请 | 江苏宿计 | | 1月7日 | 梓亦光伏(上海)有限公司 | 破产申请 | 上海 | | 1月9日 | 深圳市英威腾交通技术有限公司 | 破禁止鋁 | 广东深圳 | | 4月2日 | 太一光伏科技(常州)有限公司 | 破产申请 | 江苏常外 | | 4月8日 | 南阳德才光伏发电有限公司 | 破产申请 | 河南方城 | | 4月28日 | 华东光能科技(徐州)有限公司 | 破 ...
对联用 AI 写,测完我真是醉了...
3 6 Ke· 2026-02-21 01:42
Core Viewpoint - The article discusses a creative competition among various AI models to generate couplets for the upcoming Year of the Horse, targeting different demographics: elderly, young adults, and elementary school students. The performance of each model is evaluated based on their ability to meet the specific needs and preferences of these groups. Group 1: Elderly Audience - The elderly prefer couplets that convey stability and traditional values, focusing on themes like health and family happiness [5][12]. - The AI model "Doubao" produced a well-rounded couplet that met traditional expectations, while "Deepseek" impressed with its cultural depth [6][8]. - "Gemini 3" provided a straightforward yet relatable couplet, while "ChatGPT" was criticized for being overly conventional and lacking creativity [11][12]. Group 2: Young Adult Audience - Young adults seek couplets that are trendy, relatable, and motivational, incorporating modern language and internet culture [13][14]. - "Doubao" effectively captured the aspirations of young workers with its use of popular phrases, while "Gemini 3" was praised for its clever integration of relatable themes [17][21]. - "Deepseek" was noted for its visual appeal but did not resonate as strongly, and "ChatGPT" was seen as too rigid and lacking in contemporary relevance [24][25]. Group 3: Elementary School Audience - For elementary students, the couplets should be simple, fun, and easy to understand, focusing on themes of learning and growth [25][26]. - "Doubao" created a clear and engaging couplet suitable for both children and parents, while "Deepseek" produced a playful couplet that resembled a children's song [27][28]. - "Gemini" also performed well, creating a lively image of a smart and eager child, whereas "ChatGPT" was deemed too formal and lacking in charm [30][31]. Group 4: AI Models' Self-Evaluation - The AI models engaged in a self-assessment round, with "Deepseek" critiquing others for their strengths and weaknesses, particularly highlighting "ChatGPT" for its lack of modern appeal [32][34]. - "ChatGPT" countered by pointing out significant errors in "Deepseek's" output, emphasizing the importance of accuracy in couplet creation [36][39]. - The final rankings indicated that "Doubao" was the most balanced, "ChatGPT" was traditional but safe, "Gemini 3" was creative but less formal, and "Deepseek" suffered from critical errors [40][44].
北上广“牛马”,羡慕县城同学
3 6 Ke· 2026-02-21 01:05
春节,像一个巨大的坐标系,让散落在天南海北的年轻人们,短暂回归原点。当一线城市的打拼者与留守县城的老同学在饭桌上重逢,一场无声的比较便 开始了。 总有一些瞬间,会让在一线城市打拼的年轻人,心中涌起对老家同学的羡慕:或许是发现老家同学的月供比自己在一线城市的房租还便宜,或许是看到他 们晚上六点准时下班能享受自己的时间,而自己的手机相册里,除了公司就是地铁站。 这种羡慕,起初是源于物质上的对比——宽敞的房子、无忧的消费。但仔细一想,是一种"确定感"。在小城,人生的轨迹更清晰:稳定的工作、安稳的家 庭、可预期的未来。而在大城市,每一个选择都伴随着一定风险。 但有意思的是,这份羡慕似乎是相互的。县城的同学也会打探互联网大厂的八卦,羡慕他们朋友圈里的都市见闻,羡慕他们的见识和更多的可能性。 我们似乎都活在对彼此生活的想象里,不自觉地美化着自己没走过的那条路。大城市有它的机遇和代价,小城市有它的安稳和束缚。 这种偶尔的"羡慕",可能只是我们在疲惫时一个短暂的情绪出口,也可能是认真考虑的"备选方案"。我们在一次次比较中,更清楚自己想要什么、不想要 什么,也最终学会接纳自己的选择,以及这一路上得到的与失去的。 1 十年北漂: ...
警惕初创公司“Palantir化”:如果没有核心平台,你只是一个穿了西装的埃森哲
3 6 Ke· 2026-02-21 00:03
Core Insights - The article discusses the trend of startups adopting a "Palantir-like" model, emphasizing the deployment of Forward Deployment Engineers (FDEs) to create customized workflows for clients, akin to special forces rather than traditional software companies [1][2][10]. Group 1: The Appeal of the Palantir Model - The allure of the Palantir model lies in its ability to integrate disparate systems and deliver customized platforms quickly, which is particularly appealing to startups aiming for significant contracts [2][10]. - The surge in FDE job postings, with reported increases of 800% to 1000% this year, indicates a growing trend among AI startups to ensure effective deployment through on-site engineering support [10][12]. Group 2: Unique Attributes of Palantir - Palantir's success is attributed to its unique combination of a robust product platform, embedded elite engineers, and proven performance in critical government and defense environments, which most companies struggle to replicate [9][21]. - The company's approach is not merely about automating existing processes but involves pushing clients to adopt new workflows, which is a rare courage among vendors [18]. Group 3: Challenges of Imitating the Model - Many startups attempting to emulate Palantir may end up as high-cost service firms without the competitive advantages that come from a true platform [2][10]. - The article warns that not every problem warrants a "Palantir-level" solution, especially in less critical environments where the ROI does not justify extensive customization [15][16]. Group 4: Key Considerations for Adoption - Companies should assess the criticality of the problems they are solving, the concentration of their customer base, and the regulatory environment before adopting a Palantir-like model [23]. - The article suggests that startups should view FDE deployment as scaffolding rather than the foundation of their business, ensuring that they do not become trapped in a service model [25][30]. Group 5: Practical Steps for Implementation - Startups are encouraged to focus on building strong foundational components rather than fully customized workflows, allowing for scalability and reusability [26]. - Engaging FDEs as integral parts of product development rather than just delivery can create a feedback loop that enhances product quality and customer satisfaction [27].
王腾回应换iPhone17,称因适配睡眠监测设备
3 6 Ke· 2026-02-20 15:35
Core Viewpoint - Wang Teng, the founder of Today Sleep Technology, has publicly switched to using an iPhone 17 for better compatibility with sleep monitoring devices, marking his first use of a non-Xiaomi phone since leaving the company in September 2025 [1] Group 1: Company Transition - Wang Teng previously served as the General Manager of Xiaomi's China Marketing Department and General Manager of the REDMI brand before founding Today Sleep Technology [1] - The company, Today Sleep Technology, was established in January 2026 and has completed seed round financing of several million yuan [1] Group 2: Product and Market Insights - Wang Teng highlighted that sleep is a complex system requiring multifaceted improvements, sharing his sleep data from the past six months [1] - The switch to iPhone 17 was specifically due to better adaptation with sleep monitoring devices such as Whoop, Oura, and Eight Sleep [1]
春晚“带货”新物种:具身机器人何以被疯抢
3 6 Ke· 2026-02-20 09:03
Core Insights - The article highlights a significant moment in the commercialization of the embodied intelligence industry, marked by the successful launch of "machine pandas" by Magic Atom during the Spring Festival Gala, indicating a shift from concept validation to accelerated commercialization [4][5][8]. Industry Overview - The embodied intelligence industry in China is expected to experience explosive growth by 2026, with predictions of a threefold increase in humanoid robot application scenarios and a global demand for 30,000 humanoid robots this year [5][6]. - The Spring Festival Gala served as a catalyst for the industry, showcasing the capabilities of four leading companies: Magic Atom, Yushu, Songyan, and Galaxy, each contributing unique technological advancements [5][6]. Company Performance - Magic Atom stood out by demonstrating a full-link performance with its robots, achieving high precision in complex movements during the gala [6][8]. - The company's robots, including the MagicBot Z1 and MagicDog, showcased their ability to perform real-life tasks, such as serving food and performing coordinated group actions, which resonated with consumers [8][11]. Market Demand - The surge in search and order volume for robots on platforms like JD.com indicates a growing consumer demand for embodied intelligence products, transcending beyond just toys to become valuable companions [4][15]. - The successful sales of Magic Atom's robots reflect a shift in consumer perception, recognizing them as practical and emotionally valuable products [15][16]. Technological Advancements - Magic Atom's approach to overcoming the "certainty dilemma" in the industry involves a dual product strategy: four-legged robots for stable, predictable tasks and humanoid robots for more complex, flexible applications [12][13]. - The company's high self-research rate of 90% in hardware and its development of a comprehensive embodied intelligence model enable it to respond quickly to real-world challenges [14][20]. Business Strategy - Magic Atom's business model emphasizes a positive feedback loop between market application and technological development, ensuring that real-world scenarios inform product design [18][19]. - The company balances short-term revenue from its four-legged robots with long-term growth potential from humanoid robots, aiming for sustainable commercialization [20][22]. Global Expansion - Magic Atom is expanding its global presence, with plans to cover over 1,000 cities and establish 10,000 stores for its standardized solutions within 1-2 years [22]. - The company has received significant investment, indicating strong confidence in its clear and logical commercialization strategy, with plans for an IPO in 2026 [22][24].
4天破17亿的《飞驰人生3》,拿下春节最爽电影
3 6 Ke· 2026-02-20 07:42
基本已经毫无悬念了。 《飞驰人生3》轰鸣的引擎,正创下2026马年春节档的最强音。 上映4天拿下17亿票房,韩寒导演的《飞驰人生3》基本已锁定今年春节档冠军,相当于开战便锁定胜局。 | · · | | | | | --- | --- | --- | --- | | 全国总票房 | | | | | 50.00 | | | | | 数据截至2026-02-19 11:14:06 总出票1.15亿张 总场次2082.6万场 | | 平均票价43.2元 | | | (00) 票房排名 | | | | | 影片 年票房 票房占比 排片占比 (万) | | | 上座率 | | 飞驰人生3 124420.53 2026-02-17上映 | 24.8% | 4.4% | 16.8% | | 疯狂动物城2 54786.64 2025-11-26上映 | 10.9% | 15.1% | 3.5% | | 匿杀 43583.05 2025-12-31上映 | 8.7% | 12.9% | 3.6% | | 阿凡达3 42182.54 2025-12-19上映 | 8.4% | 7.3% | 3.6% | | 惊蛰无声 42147. ...