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刷屏的机器人,还困在「数据流水线」里
3 6 Ke· 2026-02-11 03:54
后空翻、跳舞、拳击、一脚踢碎西瓜……过去一年,这些充满视觉冲击力的机器人动作片段不断刷屏。行业为之振奋,资本加速涌入,公众的期待值也升 至高点:成熟的机器人产品,似乎已从实验室快步走向现实。 而在被称为机器人"学校"的数据训练中心里,场面却安静得多:数据采集员手持操作设备,引导身边的机器人完成一些看似简单的任务,比如抓起桌上的 零件,放入工具箱,再合上盖子,动作缓慢,偶尔停顿。 这只是"学习"的第一步。机器人每完成一组动作,就会生成一条结构化的数据。将这些数据投喂给大模型进行训练,且数据量要足够大,才有可能让机器 人拥有"大脑",从而脱离被动的编程控制,迈向主动的理解与决策。用业内人士的话来说,这将是"猴子和人的区别"。 这套"数据+算力+算法"的逻辑我们并不陌生,以ChatGPT、deepseek为代表,席卷全球的大语言模型已经验证了其可行性,并建设了相对成熟的算力资源 和算法体系。但机器人面对的挑战在于,这次的智能从数字世界来到了物理世界,数据成为了最高的壁垒。 大语言模型所使用的语言、图像等数据,本质上存在于二维数字世界,易获取、可复制;而机器人面对的三维物理世界,是一个高维、连续、多模态的时 空流,包 ...
噗通:跃入17摄氏度以下的冬泳江湖
3 6 Ke· 2026-02-11 03:43
对于大多数人而言,立春意味着冰雪的消融与解冻,而对于冬泳爱好者来说,立春也是一个冬泳季的正式结束。 在冬泳者的江湖里,季节的更迭由水温定义。更严苛的爱好者认为,唯有兼顾低温与节气这两点,才算真正意义上的冬泳 。目前,全国已有300家单位注 册成为中国冬泳委员会团体会员,覆盖27个省份、140多个城市。参与者普遍认为常年坚持这一运动的人数已超过 20万。 「图片来自网络」 义务指导与"自来熟"的江湖 由于"野泳"没有竞争压力,泳友间常有"自来熟"的情谊 。 冬泳圈有着一种近乎原始的"自来熟"和互助逻辑 。小孙曾是一个连水都不敢下的"旱鸭子",直到他遇见了那群平均年龄在50-70岁之间的前辈。他们不仅 帮他纠正姿势,还潜入水中教他闭气,这种"长辈对晚辈的关爱"给了他安全感,让他自然地完成了从普通户外游泳到冬泳的过渡 。 这种情谊在南方沿海也同样存在。今年是老张冬泳的第七年,他和几位同好都是游泳发烧友,基本每天都会下水。冬泳对他们来说,不是刻意为之,只是 习惯的延续。"这个季节水温凉了些,但还是要游的,就像人不会因为冬天就不吃饭一样。"老张说。 然而,进入这个江湖并非没有门槛。有的协会要求申请者在水库里往返游完30 ...
不到48小时,xAI两位联合创始人相继离职
3 6 Ke· 2026-02-11 03:43
Group 1 - Jimmy Ba, co-founder of xAI, has left the company, stating it is time to recalibrate his perspective on the future, particularly highlighting the significance of the year 2026 [1] - Ba expressed gratitude towards Elon Musk and emphasized his commitment to maintaining a close relationship with the company as a friend [1] - Ba's departure follows a restructuring at xAI, where many of his core responsibilities were transferred to fellow co-founders Tony Wu and Guodong Zhang [2] Group 2 - Tony Wu also announced his departure from xAI, expressing nostalgia and gratitude towards the team and Musk for their trust in the mission [2] - Wu was a key figure in mathematical reasoning and symbolic AI at xAI, having previously worked at Google and OpenAI, and was responsible for the development of the Grok model's reasoning capabilities [3] - The company has experienced significant talent loss, with six out of twelve co-founders having left, five of whom departed within the past year [3] Group 3 - xAI recently completed a $20 billion funding round, with a post-money valuation exceeding $230 billion, attracting major tech investors like Nvidia and Cisco [4] - SpaceX completed a stock-for-stock acquisition of xAI, resulting in a combined valuation of $1.25 trillion, making it the highest-valued private company globally [4] - xAI faces regulatory challenges, particularly concerning compliance issues related to its Grok model, which has generated controversial content leading to temporary bans in several countries [4]
18位消费创始人和投资人这样观测潮水的方向丨2026前瞻
3 6 Ke· 2026-02-11 03:37
Group 1: Core Insights - The consumer sector is experiencing a revival in 2025, with significant activity in the IPO space, particularly in the consumer IP domain, highlighted by companies like TOPTOY and 52TOYS [1][2] - The market is witnessing a structural shift from material consumption to cultural consumption, with a focus on emotional value and original IP creation [3][4] - AI is becoming a pivotal element in reshaping consumer experiences, with companies like Luobo Intelligent achieving rapid sales through innovative AI products [1][17] Group 2: Consumer IP - 2025 is marked as a breakthrough year for consumer IP, with Bubble Mart's market value surpassing 400 billion, inspiring other toy companies [3] - The trend is shifting towards original design as the core driver of growth in the toy industry, moving away from reliance on licensing and imitation [5][6] - Emotional demand is driving the need for personalized and diverse product offerings, particularly in the male consumer market [6] Group 3: Offline Channels - The offline retail landscape is undergoing significant transformation, with traditional supermarkets like Yonghui adopting "fat reduction" strategies and new players like Hema and Meituan entering the market [9][10] - The competition in offline retail is evolving from a focus on individual product strength to comprehensive operational capabilities, emphasizing long-term strategies [11][13] - Community-based retail is expected to become a core battleground in the new retail landscape, with a focus on private labels and direct sourcing [13][15] Group 4: Consumer + AI - 2025 is recognized as the "year of AI in consumption," with a convergence of technology maturity, user acceptance, and commercial imagination pointing towards a potential explosion in AI-driven products [17] - AI products are expected to diversify in 2026, focusing on creating natural and emotionally connected experiences for consumers [18][19] - The gaming sector is anticipated to see significant growth, with AI playing a crucial role in the development of immersive experiences [21] Group 5: Consumer Brands - The competition among consumer brands is shifting towards depth in consumer engagement rather than breadth of reach, with a focus on tangible product innovation [22] - New retail channels, such as instant retail and community supermarkets, are emerging as key growth areas, necessitating brands to adapt their product offerings accordingly [23][24] - The high-end market is evolving, with consumers seeking richer emotional and cultural values from products, pushing brands to innovate in their offerings [25][26][27]
国货美妆卷向高端,YSL圣罗兰迎来挑战
3 6 Ke· 2026-02-11 03:37
2026年情人节马上到来,给自己心仪的女朋友送什么礼物往往是很多男生最头痛的事。如果不知道送什么,化妆品肯 定是最贴心的选择,毕竟每一位女性都需要美丽加持,所以情人节也是各大美妆品牌抢夺市场的最佳时机。 近期法国著名奢侈品牌YSL圣罗兰美妆(以下简称YSL)推出了"粉星辰"情人节系列限定礼盒供广大消费者选择。与此 同时,摘星屋限时快闪店也接连在全国各大城市亮相,粉色梦幻星光闪闪的装饰风格令人印象深刻。 新年当有"新"气象,这一波浪漫营销深得人心,自然会让销量节节攀升,帮助YSL实现开门红。不过如今国内美妆越发 内卷,作为海外大牌的YSL正在承受着不小的压力。当毛戈平、花西子等国产品牌开始打造高端美妆"中国样本",YSL 又该何去何从呢? 好业绩掩盖不住焦虑 在2025年第三季度财报电话会议上,欧莱雅首席执行官叶鸿慕向外界透露,旗下YSL的销售额已经逼近30亿欧元,跻 身全球奢侈美妆前五强,与迪奥、香奈儿、雅诗兰黛位居同一阵营。 具体到中国市场,尽管欧莱雅在大众化妆品领域表现不佳,但在高端赛道保持着强劲势头。据第三方数据平台统计, 2025年YSL在天猫、京东、抖音等主流电商销售额累计超过40亿元,远超其他品牌 ...
年终奖最严厉的爹,100万以下不配上台领钱
3 6 Ke· 2026-02-11 03:35
临近过年,所有打工人全靠一口气吊着,那就是年终奖。 平时不辞辛劳地捯饬自己,就希望自己的精神面貌能在领导和同事们心中留下好印象。 没想到到了年会这个当口,服美役却把自己推到了"C位猴"的悲惨境地。 但是对很多人来说,想要顺利拿到这笔钱,还要渡完年会这一劫。 就算再社死,只要想到年终奖,咬着牙也得在年会上当一回"马喽"。 01 大厂风光已不再,年会遗毒永流传 年年出洋相,相相不一样。 现如今,大厂们已经纷纷走起了开源节流的路子,咱普通老百姓很难再看到雷军穿制服热舞的盛况。 但年会依然是很多中小型企业必不可少的年终巨献(又称服从性测试)。 从被拉进那个名叫"年会男团"的六人群开始,悬着的心终于还是死了。现在你能做到最大的反抗,就是把这个群设置为免打扰。 每年这个时候,互联网上都会出现一种奇妙的现象,那就是被迫观看别人排练年会节目。 打开短视频,你会看到各种人在各种场合当练习生的画面。 上班已经命很苦了,还要牺牲午休或下班的时间排练,本就不擅长跳舞的财务办公室,三个人跳出了三个不同节目的感觉。 在单位没练明白的,还得把节目带回家,晚饭后继续不顾死活地练习。 全民制作人看过之后当然也会给出自己的辣评:你到底要偷什么东 ...
三安光电旗下公司在台州成立新公司
3 6 Ke· 2026-02-11 03:28
Core Viewpoint - Recently, Taizhou Anrui Optoelectronics Co., Ltd. was established with a registered capital of 10 million RMB, focusing on manufacturing smart vehicle-mounted devices, lighting fixtures, integrated circuit design, integrated circuit manufacturing, and semiconductor lighting components [1] Company Summary - The legal representative of Taizhou Anrui Optoelectronics Co., Ltd. is Zhu Jianming [1] - The company is wholly owned by Wuhu Anrui Optoelectronics Co., Ltd., which is a subsidiary of Sanan Optoelectronics [1]
为什么越来越多的软件被“用完即弃”?
3 6 Ke· 2026-02-11 03:26
Core Insights - The article discusses a significant shift in the software industry, where software is transitioning from being viewed as a long-term asset to a disposable product, driven by changes in production costs, organizational structures, and business models [1][4][22]. Group 1: Changing Nature of Software - Software is increasingly being developed for short-term use, often created for specific tasks and discarded after completion, rather than being maintained as long-term systems [1][3][4]. - Examples of this trend include applications developed for single events or temporary needs, such as a birthday party app or a family news app, which are deleted after use [2]. Group 2: Structural Changes in Software Production - Four structural changes are occurring simultaneously in the software industry: 1. Software is shifting from system-based to task-based forms, focusing on completing specific tasks rather than long-term operation [5][6]. 2. Business departments are taking the lead in system development, utilizing low-code and no-code platforms to create temporary solutions [7]. 3. AI development tools are making it more cost-effective to rewrite software rather than maintain it, leading to frequent replacements of internal systems [8]. 4. Result-based payment models are emerging, allowing businesses to pay for software based on quantifiable outcomes rather than long-term usage [9]. Group 3: Impacts on the Software Industry - The traditional criteria for evaluating software quality are becoming obsolete, with a shift towards valuing speed of delivery and quantifiable results over long-term maintainability [11][12]. - The focus of development is moving from building long-lasting systems to creating reusable components and workflows that can be quickly adapted for various tasks [14]. - Pricing models are evolving from annual subscriptions to more flexible structures based on results or task completion, reflecting the transient nature of many software applications [15]. - Customer relationships are shifting from long-term partnerships to project-based collaborations, requiring vendors to continuously demonstrate efficiency and results to secure future contracts [16]. Group 4: Boundaries of Software Consumption - Not all software should adopt a disposable model; critical systems related to core business functions, security, and compliance must maintain long-term viability due to their high stakes [17][18]. - The article warns against blindly applying the disposable model in inappropriate contexts, as it may lead to technical debt and a lack of understanding of key processes [20]. Conclusion - The trend of software consumerization is a natural outcome of increased production efficiency in the AI era, leading to a proliferation of software with shorter lifecycles [22][24]. - Companies must develop the ability to distinguish between different software types, determining which should be disposable and which require long-term investment [21][25].
有的收入2亿,有的宣布破产,生活模拟游戏到底该怎么做?
3 6 Ke· 2026-02-11 03:14
生活模拟游戏,开启混战。 2026年刚开头,沐瞳在2025年底曝光的《代号Lovania》开启首测,成为新一年首款与公众见面的生活模拟新游。它凭借内置"白噪音"系统、手绘水彩肌 理感和大世界玩法,带来了不少新鲜感,也焕新了玩家对"治愈"的感受。上线不到1个月,《代号Lovania》的TapTap玩家预约数达到近40万。 《代号Lovania》开头动画颇为精美 同一时期,腾讯《粒粒的小人国》也宣布即将开启首测。不难看出,今年将是生活模拟游戏混战的一年。 2024年底上线的《心动小镇》是率先突围的生活模拟游戏之一。近日,随着最新服装及家具套装上线,《心动小镇》冲上国服游戏畅销榜第7名,日韩第2 名。点点数据显示,截至目前,游戏在iOS、Google双端营收已超过2亿元。 不仅是《心动小镇》,腾讯、网易、米哈游等大厂也纷纷在这两年"亮剑",引发生活模拟游戏热潮。 《心动小镇》近日在韩国登上游戏畅销榜第2名 热潮背后存在隐忧。部分产品成绩难达预期,呈现出"迅速上线,迅速停服"的趋势。如《米姆米姆哈》,上线几个月,开发商趣糖网络就开始大规模裁 员;2026年1月,趣糖网络向法院提交了破产重组申请。 扎根模拟经营游戏制作 ...
蜜雪冰城“杀入”农村大席,网友:比雪碧可乐好喝
3 6 Ke· 2026-02-11 03:09
Core Insights - The article highlights the rising popularity of Mixue Ice City as a beverage choice at rural banquets across various provinces in China, replacing traditional soft drinks like Sprite and Coca-Cola [1][3] - The trend indicates a shift in consumer preferences towards new tea beverages, which are becoming a staple at various social gatherings, including weddings and celebrations [5][6] Group 1: Market Trends - Mixue Ice City is increasingly being chosen for rural banquets, with a significant number of orders reported, such as 100-300 cups for a wedding, which can represent a substantial portion of daily sales for stores [3][5] - The average expenditure for beverages at a banquet is approximately 750 RMB for 150 guests, which is 3 to 4 times higher than traditional bottled drinks, yet consumers are willing to pay for this new style of hospitality [5][6] Group 2: Competitive Landscape - Other brands like Heytea and Bawang Tea are actively entering the banquet beverage market, moving from passive to proactive strategies to capture this growing demand [6][8] - Promotions such as group discounts and delivery services are being implemented by various brands to facilitate bulk orders, making it easier for consumers to choose new tea beverages for events [11][13] Group 3: Consumer Engagement - Brands are enhancing the emotional value of their products by creating unique experiences, such as offering free drinks to newlyweds and interactive activities at wedding receptions [14][16] - The integration of new tea beverages into social events reflects a broader change in consumer behavior, where the demand for convenience and experience is reshaping traditional dining customs [17][18]