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].

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 ...

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]

Core Insights - Runway, founded in 2018 by three NYU alumni, has raised a total of $815 million (approximately 5.6 billion RMB) in funding, with the latest round in April 2025 securing $308 million (approximately 2.1 billion RMB) from investors including SoftBank and NVIDIA, leading to a valuation exceeding $3 billion (approximately 20.7 billion RMB) [5][10] - The company is renowned for its video generation products and recently launched its latest model, Gen-4.5, which can produce high-fidelity outputs suitable for film, including complex scenes and realistic physical effects [5][10] - Gen-4.5 currently ranks third in the global AI text-to-video model performance leaderboard, outperforming notable models from Google and OpenAI [5][6] Funding and Future Plans - The new funding will be utilized to train the next generation of world models and expand into new products and industries [7] - Following the release of Gen-4.5, Runway introduced the General World Model (GWM-1), designed for real-time simulation and interaction, with three variants aimed at different applications [7][9] Technological Advancements - Runway is leveraging the NVIDIA Rubin platform to enhance its video generation and world model technologies, being one of the first teams to showcase video generation models on this platform [9] - The company has partnered with CoreWeave, a US AI cloud service provider, to expand its infrastructure and computational capabilities, with NVIDIA being a key supporter and supplier [9] Market Position and Competition - Runway's recent advancements have rekindled investor interest, especially after surpassing competitors like OpenAI Sora and Kuaishou Keling in benchmark tests [10] - The company is making significant investments in the world model sector, which is highly competitive, with advancements from Stanford's World Labs and Google's DeepMind [10]

2月5日，美团发布公告，宣布以7.17亿美元收购叮咚买菜。 消息一爆出，除了一线员工在社媒上表示担心工作有变动，还有很多普通人担心叮咚会因为被收购"变味"，担心自己喜欢的某款产品或系列下架、骑手配 送速度变慢，或者担心叮咚不再像过往那样常常推出有趣的新品。 科技博主@皮皮推 在微博上写道："今天，我刷到了美团收购叮咚买菜的消息……我注意到大部分网友，尤其是上海的网友都对叮咚买菜有一种特殊的感 情。" 2月7日，叮咚买菜还在小红书做出了官方回应：放轻松，小菜还是小菜。《DT商业观察》很好奇，江浙沪网友们对于叮咚买菜的"特殊感情"到底由何而 来？ 江浙沪消费者，对叮咚买菜"念念不忘" 的确，收购消息一经发出，很多IP地址在江浙沪的消费者，尤其是上海的消费者，都表达了对叮咚买菜的喜爱和不舍。 2月5日，小红书@momo发了一篇笔记《我以为对叮咚产生感情是很小众的事情》，起因是自己的一条"我真的很喜欢叮咚，一天下好几单，没事闲着就打 开看看又上什么稀奇古怪的小玩意儿了……"的留言被很多人点赞，她才发现原来有这么多人和自己一样对这个APP很有感情。 上海那三个月，只有叮咚让我吃上一口小龙虾。 前期团购还没起来的时候。我 ...

Financing Information - Beijing Zhilian Technology Co., Ltd. has completed a Series A financing round of 40 million yuan, led by Zhongying Venture Capital and followed by Beichuang Investment [5] - The funds will be used to accelerate the mass production of optical switching chips, expand the team, and develop next-generation technologies [5] Company Overview - Founded in 2025 and headquartered in Beijing, Zhilian Technology focuses on developing a nanosecond-level fast optical switching system based on Arrayed Waveguide Grating Routers (AWGR) [5] - The company has completed demo validation of its core product, the world's first optical switching chip compatible with DWDM standards, and has conducted small-scale application tests in leading intelligent computing center scenarios [5] Market Analysis - As AI training scales continue to expand, traditional electronic switching networks are approaching physical limits in bandwidth, latency, and power consumption [8] - Optical switching chips can significantly reduce communication latency and are essential for supporting large-scale computing clusters and the evolution of next-generation computing supernodes [8] - Current optical switching technology is still in its early stages, with fast optical switching (microsecond/nanosecond level) being more suitable for real-time interconnects in computing clusters compared to slow optical switching (millisecond level) [8] Team Background - The founder, Professor Xue Xuwei, is a tenured professor at Beijing University of Posts and Telecommunications, specializing in optoelectronic hybrid switching technology for data centers and high-performance computing [9] - Co-founder Li Chenhui holds a PhD from Eindhoven University of Technology and focuses on silicon-based optoelectronic integration and advanced packaging technologies [9] - Co-founder Zhang Maosen has experience in digital transformation and strategic adjustments in technology companies, previously working at KPMG [9] Founder Insights - The transition from electronic to optical switching is seen as inevitable due to the limitations of electronic switching in meeting the exponential demand for capacity from AI models [10] - Optical switching offers significant advantages in power consumption, cost, and system stability compared to electronic switching, which relies on numerous active optical modules [10] Competitive Positioning - Zhilian Technology aims to provide a comprehensive fast optical switching solution rather than just individual AWGR devices, ensuring deployable and operable capabilities in intelligent computing centers [13] - The company has unique technical capabilities in crosstalk suppression and insertion loss control, which are critical for the stable operation of high-speed, large-scale optical switching systems [13]

最近，一种长得扁扁平平，表面扑着白面粉，看起来甚至有点"灰头土脸"的面包，火上了热搜。 这种面包名叫恰巴塔，音译自意大利语Ciabatta，意思是"拖鞋"。 在小红书上，不少网友打趣道：恰巴塔已经进入了"瑜伽裤时代"。这个比喻可谓形象，瑜伽裤因为极强的弹性，可以包裹各种身材；而恰巴塔则因为其独 特的形状和内部结构，像个超大容量的"口袋"，能把各种中式的西式的食材统统塞进去。 图源：小红书@秃子秃子大秃子（已获授权） 爆火的恰巴塔究竟是什么来头？ 恰巴塔进入中国，从帕尼尼变成夹馍？ 很多人第一次接触恰巴塔，是肯德基在2015年推出的早餐帕尼尼。热压香脆、夹着芝士蛋或猪柳的恰巴塔三明治，在早餐时段广受关注，成了不少人对恰 巴塔记忆的起点。 后来，一线城市烘焙店开始将恰巴塔单独售卖。2018年，上海MBD面包店就推出黑豆松子恰巴塔，成为网红必吃产品。Drunk Baker等烘焙店也因恰巴塔 等产品备受关注。2024年8月，山姆上新恰巴塔。2025年初，盒马也紧跟趋势推出恰巴塔新品。2025年7月，桃李、曼可顿等传统烘焙巨头相继推出恰巴塔 产品，把它从精品面包房带到了更大众的消费场景里。 就这样，在多个品牌都推出恰巴 ...

一则拿地消息让云南抚仙湖区域再次成为讨论热点。 消息一出，"华晨宇拿下三块地"话题迅速登顶热搜，引发全网热议。作为云南文旅市场的核心板块，抚仙湖近年来经历了从开发热潮到生态管控、品质升 级的转型，此次华晨宇携明星IP入局，能否为抚仙湖区域文旅带来新突破？ 2月8日，歌手华晨宇在巡演深圳火星演唱会收官站上重磅宣布：演唱会乐园模式将全面升级至2.0版本。 与此前租地搭建的方式不同，此次团队已在一个四季如春的地方，正式拿下三块地。实现从租赁场地到自建固定基地的跨越式升级。"那里有我们的乌托 邦，还有演唱会，有吃有喝有玩，还有我们温暖的房子。" 歌手拿地 尽管华晨宇在演唱会上并未直接透露地块具体位置，但最关键的线索实则已藏在一家与他歌曲同名的公司里。 "此类信息通常属于非公开的商业合同内容，除非由地方政府在土地出让公告中主动披露，否则较难获取确切数字。"有业内人士向《每日经济新闻》记者 透露，不过，考虑到该项目定位为文旅融合型项目，且可能享受地方在文旅产业扶持方面的政策优惠，土地获取成本或存在一定比例减免或定向出让特 征。 天眼查信息显示，2025年12月1日，华晨宇持股99%的上海圣恒鸿音文化传播有限公司，与长期主 ...

36氪制图 OpenClaw不依赖单一模型，而是在后台协调多个Agent分工协作。它像一个中控台，让AI从"回答者"变成"执行者"。尽管目前在多步骤规划上成功率仍有衰 减，但它证明了：在App之上，已经可以建立一层新的执行结构。 "透视图"是36氪新推出的轻量化数据图文栏目——以数据透视趋势，以图片呈现要点。"Talk is Cheap. Show me the data." 作者丨邱晓芬 GitHub上的开源项目OpenClaw近期迅速走红。在与Y Combinator的访谈中，创始人Peter Steinberger抛出一句话："未来的操作系统不再需要图标，只需要意 图。"他甚至激进地判断，80%的App将因为不再被主动打开而自然消亡。这并非危言耸听，而是三种交互结构正在重塑"入口"。 36氪制图 01. 调度层重构：OpenClaw的"蜂群"思路 02. 硬件层接管：豆包手机的"视觉暴力" 36氪制图 字节跳动选择了更直接的路径——不等待接口开放，利用视觉识别让 AI 自己"用App"。这验证了界面层接管的可能性，但在当前30 TOPS的端侧算力瓶颈 下，跨应用操作仍面临延迟（约3秒）与成功率（约50% ...

如同最初的创新药一般，近两年来，中国创新医疗器械BD也正逐渐起势。 日前，国家药监局宣布多款创新医疗器械获批上市，其中，一次性使用外周血管血栓旋切导管为国内首创，并达 到国际先进水平。与此同时，又有十多款产品公告进入创新医疗器械特别审批程序。公开数据显示，2025年国家 药监局已公告122款产品进入创新医疗器械特别审批程序，较2024年近乎翻倍。 中国创新医疗器械，即将迎来自己的"创新药"时刻？ 01 国内创新医疗器械BD也疯狂 回顾中国创新药的崛起，从2024年开始，中国创新药得到全球关注并被MNC大肆买进成为了一个标志。彼时正是 在美国生物技术生态普遍低迷之际，中国创新药反而逆势而上，成为"卖方市场"的主角。 2025年，这种趋势更是势不可挡。据医药魔方NextPharma数据库显示，2025年中国创新药共完成157起BD出海授 权交易，交易总额为1356.55亿美元，其中首付款70亿美元，这三项关键数据均创下历史新高。 此外，在超高额BD交易中，2025年全球医药License-out交易总额Top10有8项来自中国，另外总交易额超过百亿美 元4起中，中国独占3起。这些高额交易使得中国创新药2025年B ...