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那曲,牧人的编织物语
Hu Xiu· 2025-07-26 02:03
诗歌原文: ཡར་མཆོག་དཀར་མོར་ཕ་འདང་ཡོད། ། མར་མཆོག་དཀར་མོར་མ་འདང་ཡོད། ། འུར་མཐིལ་སྒོར་མོར་སྤུན་འདང་ཡོད། ། རྡོ་མཉམ་འཕེན་བྱས་ན་སྐྱིད་ཅིག་ཡོད། ། 上绳皎皎如严父, 下索皑皑如慈母, 网兜团团如手足, 同挥石子乃至乐。 ——藏族民间诗歌 火车从西宁出发,途经青海湖,路过格尔木,窗外的风景也随之流转,从河湟谷地切换至草原,随后是戈壁。原以为这趟旅程会这样顺利地进行下去,直 到凌晨三点,高原反应如一记闷拳砸来。 当我浑身瘫软地蜷缩在卧铺床上,感受到自己擂鼓般跳动的心脏,短促而轻浅的呼吸时,我知道自己到那曲,到藏北羌塘草原了。 11. 154 1895 19 1200 0 11 st 拍摄/达佤央金 春天在这里是一个暧昧的概念,即使快到五月,大地也丝毫不见解冻的征兆。雪是常下的,有时候还夹带着冰雹。而正是在这样的一片天地间,我们遇到 了玛森、色珍和德庆卓玛等一众本地民间手工艺人。 当我告诉他这一次我们拍摄的主题是牧区的编织时,他从柜子里拿出一捆自己做的乌尔朵。这是一种由牦牛毛和羊毛搓捻编织而成的投 ...
扎克伯格任命清华校友为Meta AI首席科学家
Hu Xiu· 2025-07-26 02:03
Group 1 - Meta has appointed Shengjia Zhao, a Tsinghua University alumnus, as the Chief Scientist of its Superintelligent Lab (MSL) [1][2] - Mark Zuckerberg expressed excitement about Zhao's leadership and his groundbreaking contributions in various fields, emphasizing the formation of a high-density talent team for long-term development [4][28] - Zhao has a strong academic background, having graduated from Tsinghua University and earned a PhD from Stanford University, focusing on large model architectures and multimodal reasoning [12][21] Group 2 - Zhao was a core member at OpenAI, significantly contributing to the design of GPT-4 and other models, and has been involved in key technical paths such as model reasoning and safety mechanisms [15][17] - His work includes being a primary author of the highly cited "GPT-4 Technical Report," which has over 17,000 citations, making it one of the most referenced documents in contemporary AI [18][19] - The MSL team includes several researchers from OpenAI, with a notable representation of Chinese talent, indicating a strong focus on advanced AI research [24][27] Group 3 - Despite Zhao's appointment, Yann LeCun, a Turing Award winner, will continue as the Chief Scientist of FAIR, which focuses on long-term AI research [10][11] - The MSL aims to push the frontiers of superintelligent research, with a commitment to aligning AI with human needs [8][28] - The high percentage of Chinese members in the MSL team has led to discussions about the efficiency of communication within the team [25][27]
这个夏天,《罗小黑战记2》治愈了许多成年人
Hu Xiu· 2025-07-26 01:57
Core Viewpoint - The article discusses the success and cultural significance of the animated film "The King's Avatar 2," highlighting its high ratings and audience reception, while also reflecting on the growth of the IP and its impact on viewers' lives [6][7][47]. Group 1: Film Overview - "The King's Avatar 2" was released after a six-year hiatus, following the success of the original series and the first film, which grossed 300 million yuan [6][4]. - The film has received an impressive rating of 8.6 on Douban, making it the highest-rated domestic film of 2025 so far [7][6]. - The film's narrative continues to explore the adventures of the main character, Xiao Hei, in a world where humans and spirits coexist [10][20]. Group 2: Audience Engagement - The film has successfully attracted a diverse audience, with many viewers expressing that watching it was one of their happiest moments of the year [7][6]. - The production team aimed to create a film that is accessible to both children and adults, ensuring that the humor and storyline resonate with all age groups [12][15]. - The film's characters and storylines reflect modern Chinese culture, making it relatable to local audiences [24][27]. Group 3: Production Insights - The production team has expanded significantly, growing from a small group to over 80 members for the second film, indicating a commitment to quality and detail [44][51]. - The animation process involved over 200,000 hand-drawn frames, showcasing the dedication and effort put into creating fluid and engaging visuals [38][40]. - The film's budget has increased compared to the first installment, allowing for enhanced production quality and storytelling depth [43][49]. Group 4: Market Position and Future Plans - The film's success is seen as a positive sign for the domestic animation industry, which has faced challenges in recent years [47][49]. - The production team is focused on maintaining the IP's relevance and quality, with plans for future projects already in development [49][50]. - Merchandise related to the film has seen strong sales, indicating a robust fanbase willing to support the franchise beyond just box office revenue [51][52].
不足10人的团队,如何撬开华为生态?
Hu Xiu· 2025-07-26 01:05
Core Viewpoint - The article discusses the emergence of ChatExcel, an AI-powered office tool that simplifies Excel data processing through conversational input, highlighting its rapid adoption and the strategic vision of its CEO, Tang Dahuai, in navigating the competitive landscape of AI and SaaS [3][6][41]. Group 1: Product Overview - ChatExcel is an AI office assistant that allows users to interact with Excel through text commands, eliminating the need for manual formula entry [6][28]. - The product was launched in beta on February 28, 2023, and achieved a peak daily active user count of 150,000 within two weeks, with over 10 million unique visits [7][30]. - The tool is positioned as a "data intelligence agent," initially targeting consumer users (ToC) before expanding to business clients (ToB) [8][28]. Group 2: Market Strategy - The company aims to leverage the current AI wave by first establishing a consumer base before transitioning to enterprise solutions, believing that user demand for AI tools is strong [5][41]. - Tang Dahuai emphasizes the importance of understanding user needs and iterating the product based on feedback, which has led to a significant increase in enterprise interest since mid-2023 [31][41]. - The pricing strategy includes a monthly subscription of 25.9 yuan and an annual fee of 99 yuan for individual users [51]. Group 3: Competitive Landscape - The CEO argues that competition from larger companies does not deter their progress, as they have maintained growth despite the presence of established players [34][35]. - The company differentiates itself by focusing on a comprehensive data processing approach, addressing data security concerns, and ensuring that sensitive information remains within the user's network [27][45]. - The team believes that the current market environment favors innovative startups, as users are increasingly willing to adopt new AI solutions [37][63]. Group 4: Future Directions - The company is exploring international expansion, with plans to launch an English version of ChatExcel and test the product in North America and Europe [57][60]. - There is a focus on continuous product iteration and maintaining user engagement through regular updates and improvements [39][40]. - The team is also considering the development of edge models to enhance enterprise service capabilities while managing delivery costs effectively [54][56].
为什么运动品牌的Slogan都不鼓励卷了?
Hu Xiu· 2025-07-26 00:53
Group 1 - The core viewpoint of the article highlights a shift in the branding strategies of sports companies, moving from a focus on extreme competition to a more inclusive and enjoyable approach to sports, particularly appealing to Generation Z [1][2][16] - Adidas has updated its long-standing slogan from "Impossible Is Nothing" to "You Got This," emphasizing personal sports experiences rather than extreme challenges [1][8] - Other brands like HOKA and lululemon have also changed their slogans to reflect a focus on enjoyment and personal experience in sports, indicating a broader trend among both established and emerging brands [3][12][13] Group 2 - The changing slogans of major sports brands reflect a transformation in brand identity, targeting the new consumer base of Generation Z, who prioritize personal experience over celebrity endorsements [3][19][30] - The standards for what constitutes "good" in sports are becoming more diverse and inclusive, moving away from a strict focus on performance to a broader acceptance of various forms of participation [4][25][32] - The rise of community-focused flagship stores and the emphasis on inclusivity in marketing strategies are becoming essential for brands to foster a sense of belonging among consumers [6][31][33] Group 3 - The trend of prioritizing personal experience and enjoyment in sports aligns with the growing popularity of "self-pleasing consumption" among younger generations [20][34] - Brands are increasingly recognizing the importance of mental well-being alongside physical fitness, with a significant portion of consumers engaging in sports for emotional management [34][36] - The article notes that traditional sports brands are facing challenges in growth and are adapting by embracing lifestyle branding, which blurs the lines between sports and everyday life [26][35]
特斯拉是赢了,但不是真相的全部
Hu Xiu· 2025-07-26 00:13
Core Viewpoint - The article discusses the recent performance of Tesla in autonomous driving tests in China, highlighting that despite the lack of local training data, Tesla achieved superior results compared to Chinese competitors, sparking debates about the capabilities of domestic car manufacturers [1][18]. Group 1: Testing and Performance - The testing conducted by Dongche Di was scrutinized, with many focusing on minute details rather than the broader implications of the results [3][34]. - The tests revealed that Chinese car manufacturers have experienced a regression in their autonomous driving capabilities, particularly in high-speed scenarios [17][29]. - Tesla's performance is attributed to its foundational model being based on simpler driving conditions in the U.S., allowing it to excel in high-speed environments where reaction time is prioritized over complex decision-making [29][30]. Group 2: Challenges in Domestic Autonomous Driving - Chinese road conditions present unique challenges that require a different approach in the architecture of autonomous driving systems, necessitating continuous adjustments based on real-world data [21][24]. - The article emphasizes the "game theory" capabilities of Chinese autonomous systems, which are designed to handle unpredictable scenarios, but this complexity can lead to hesitation in critical situations [25][27]. - The testing highlighted that while Chinese systems are adept at navigating complex urban environments, they may falter in simpler high-speed contexts due to their advanced decision-making algorithms [29][30]. Group 3: Official Involvement and Industry Implications - The testing initiative was not solely driven by Dongche Di but was influenced by official bodies aiming to regulate and clarify the capabilities of autonomous driving technologies [34][39]. - The involvement of government agencies indicates a shift towards ensuring that autonomous driving technologies are developed responsibly and that consumer trust is managed effectively [38][40]. - The article suggests that this testing serves as a national safety awareness campaign rather than a mere industry evaluation, aiming to educate consumers about the limitations of current autonomous driving technologies [40].
Lovart正式版上线:属于“设计”的AI交互新范式
Hu Xiu· 2025-07-25 23:07
Core Insights - Lovart, an AI design agent, has recently opened full registration after a period of high demand for invitations, indicating strong interest in the product [3][2][9] - The product has shown impressive growth, with over 100,000 registered users within five days of its beta launch and nearly one million users on the waitlist during the testing phase [7][9] - Lovart's official version has improved upon its beta version, maintaining core design capabilities while enhancing user experience and introducing innovative features like ChatCanvas [11][10][58] Product Features - Lovart integrates advanced AI models for image, video, and 3D asset generation, making it a comprehensive AI design studio [16][14] - The ChatCanvas feature allows users to interact with the design interface intuitively, enabling modifications through simple comments and facilitating a seamless design workflow [64][66][125] - The platform supports multi-modal context, allowing users to manage different design elements and styles within a single project [58][60][121] User Experience - Users can create complex designs with minimal effort, as Lovart automates many tasks that traditionally require manual adjustments [56][75][119] - The platform's ability to generate videos and audio based on user prompts demonstrates its versatility and user-friendly approach [99][105][86] - Lovart encourages creativity by allowing users to combine unrelated elements into cohesive designs, enhancing the overall creative process [121][122][128] Market Position - Lovart's rapid user growth and innovative features position it as a significant player in the competitive AI design agent market [9][10][125] - The product aims to democratize design by making it accessible to users without professional design skills, focusing on enhancing creativity rather than replacing it [127][128]
如何掘金光模块?
Hu Xiu· 2025-07-25 15:59
Industry Overview - The capital market's attention towards the computing power industry chain has increased with the release of Nvidia's GB300, particularly in the optical module (CPO) sector [1] - Optical modules serve as hardware devices that convert electrical signals to optical signals and vice versa, acting as a "translator" between electronic devices and fiber optic networks [1] - CPO (Co-Packaged Optics) technology integrates optical modules' core components with computing chips on the same substrate, reducing signal transmission distance [1][2] Market Dynamics - The optical communication industry consists of upstream raw materials like optical/electrical chips and PCBs, midstream optical devices, and downstream systems targeting telecom operators, cloud service providers, and data center manufacturers [4] - The CPO industry chain has a pyramid structure with uneven technology barriers and value distribution, where silicon photonic chips are crucial for optical conversion efficiency [7] - The market for optical modules is expected to grow significantly, reaching $22.4 billion by 2029, driven by high demand from cloud computing service providers and telecom operators for high-speed data modules [9] Company Analysis 1. **Tianfu Communication** - A leading provider of optical device solutions and advanced packaging services, Tianfu is an official technical partner of Nvidia's CPO switch, with products entering small batch production [16] - Revenue is projected to grow from 873 million yuan in 2020 to 3.252 billion yuan in 2024, with a compound annual growth rate (CAGR) of 38.91% [18] 2. **Taicheng Light** - One of the largest manufacturers of high-density optical connection products, Taicheng focuses on CPO and has seen significant demand for MPO connectors due to data center construction [22] - Revenue is expected to increase from 574 million yuan in 2020 to 1.378 billion yuan in 2024, with a CAGR of 24.49% [24] 3. **Yuanjie Technology** - Specializes in the research, design, production, and sales of optical chips, with products used in fiber access, 4G/5G networks, and data centers [27] - The optical chip market in China is projected to grow from $555 million in 2015 to $2.997 billion by 2026, supported by rapid internet development and new infrastructure demands [31]
辛巴卫生巾出事,说明直播间里的“雷军”还不够
Hu Xiu· 2025-07-25 14:09
Core Viewpoint - The sanitary napkin industry is facing a trust crisis, highlighted by the controversy surrounding Xinba's brand "Mian Mima," which has been found to contain high levels of carcinogenic substances, while other brands like those promoted by Yu Minhong and Huang Zitao are gaining popularity for their quality and marketing strategies [1][2][4]. Group 1: Industry Overview - The sanitary napkin market in China is significant, impacting the health of approximately 700 million women, and there is a strong demand for reform and quality assurance in the industry [25]. - The average gross margin in the sanitary napkin industry is reported to be around 45%, but due to high marketing and channel costs, the net profit margin is only between 7% and 11% [27]. - Recent sales data indicates that new entrants like Dongfang Zhenxuan and Huang Zitao's brands have achieved impressive sales figures, with Dongfang Zhenxuan's sanitary napkin sales reaching approximately 18 million units in just two days [5][26]. Group 2: Company-Specific Insights - Xinba's "Mian Mima" brand has generated sales of 3.33 billion yuan over eight years and claims to have 10 million users, but it is now under scrutiny due to health concerns [3][9]. - In contrast, Dongfang Zhenxuan has successfully leveraged its existing customer base and marketing strategies to enhance brand trust and sales, with a reported stock price increase of 53% since July [31]. - Huang Zitao has invested 275 million yuan into acquiring factories and innovating production lines for his brand, emphasizing transparency and quality in response to market demands [42]. Group 3: Product Quality and Safety Concerns - Reports indicate that multiple batches of "Mian Mima" sanitary napkins have been found to contain excessive levels of thiourea, a substance classified as a potential carcinogen [10][11]. - Despite the controversy, Xinba's representatives claim that their products are compliant with safety standards, presenting testing reports that show no thiourea presence in recent samples [13][14]. - Industry experts suggest that the presence of thiourea may be linked to cost-cutting measures, as it is cheaper than other antioxidants [19]. Group 4: Marketing and Consumer Trust - The recent sanitary napkin crisis reflects a broader consumer demand for product quality over low pricing, as seen in the contrasting strategies of Xinba and other emerging brands [4][44]. - Influencers like Yu Minhong and Huang Zitao are capitalizing on their reputations to build trust and drive sales, focusing on product quality rather than solely on price [7][43]. - The success of these brands in the sanitary napkin market illustrates a shift towards a product-centric approach, which is essential for long-term sustainability in the industry [51].
一个月5万,“特殊工作”的真实生存法则
Hu Xiu· 2025-07-25 13:43
Group 1 - Offshore oil drilling platforms are complex and expensive structures that play a crucial role in global energy production, with approximately one-third of oil and gas extraction coming from the ocean, a figure that is increasing annually [4][10][12] - The need for offshore drilling arises from the depletion of land-based oil and gas resources, prompting exploration in deep-sea areas where significant reserves remain [5][9] - Offshore platforms are categorized into three main types based on operational methods and water depth: self-elevating platforms, semi-submersible platforms, and drilling ships or FPSOs [11][21] Group 2 - The operational costs of offshore platforms are extremely high, with some platforms like CNOOC's "Ocean Oil 981" costing over one million RMB per day to operate [13] - Workers typically follow a rotation schedule of one month on and one month off, which poses challenges to their physiological and psychological endurance due to the demanding work environment [14][50] - The work environment on offshore platforms is highly disciplined, resembling a military structure, with strict adherence to safety protocols and regular emergency drills [45][48] Group 3 - Communication with the outside world is limited, with only a satellite phone available for brief daily calls, creating a sense of isolation for workers [51] - Despite the challenges, the platforms offer high-quality meals, with daily meal allowances significantly exceeding those on land, reflecting the need to maintain worker morale [33][32] - The experience of working on an offshore platform is described as a blend of industrial efficiency and philosophical solitude, highlighting the contrast between human industry and the natural environment [54][58]