本文来自微信公众号：智通财经，作者：宋佳楠，题图来自：AI生成 Windows 10于2015年7月29日首次向全球用户推送，它整合了Windows 7的传统桌面体验与Windows 8的现代应用特性，引入了Cortana语音助手、全新的Edge 浏览器，还支持多任务虚拟桌面等功能。此后多年，Windows 10持续更新，不断优化性能、修复漏洞、增添功能。 但随着技术的飞速发展，微软开始推动用户向Windows 11迁移。Windows 11于2021年发布，在设计上更加简洁美观，性能上进一步优化，增强了多任务处 理能力，并在安全功能方面有显著提升，例如引入了基于硬件的虚拟化安全技术，强调保护用户数据和隐私。 据分析机构Statcounter 7月数据显示，在发布四年后，Windows 11以约52%的市场份额首次超越Windows 10，成为全球范围内第一大Windows操作系统。 10月13日，智通财经从微软官网获悉，其将从10月14日起停止对Windows 10操作系统的支持服务。该系统将不再获得微软技术协助、功能更新和安全更 新。微软建议用户将设备升级到Windows 11，对于不符合运行Window ...

Core Insights - Amazon has implemented a One-Time Password (OTP) system for the delivery of high-value packages, requiring customers to provide a 6-digit code to the delivery driver for packages valued at $100 or more [4][21][18] - This change reflects a shift in societal trust dynamics, moving from interpersonal trust to reliance on technology and verification systems due to increasing incidents of package theft, known as "porch piracy" [12][25][32] Group 1: Delivery System Changes - The OTP system is a significant departure from Amazon's previous delivery method, where packages were often left at the doorstep without direct interaction [5][6] - The OTP mechanism is designed to enhance security and prevent theft, as evidenced by the rise in package theft incidents, with 26 million packages stolen in the U.S. in 2022, valued at approximately $19.5 billion [12][14] Group 2: Societal Trust and Technology - The increase in package theft has led to legislative changes in several states, elevating the crime of package theft to a felony for high-value items [14][16] - The OTP system represents a broader trend where trust is increasingly placed in technological solutions rather than human interactions, indicating a shift in societal norms [25][26][32] Group 3: Privacy Concerns - While the OTP system aims to enhance security, it also raises concerns about privacy, as it increases the tracking of personal data related to package deliveries [34][36] - The reliance on technology for trust and security may lead to a future where privacy is significantly compromised, as systems collect detailed data on user interactions [36][37]

9月销量破4万，8月销量3.7万台，7月交付3.6万台——从去年11月至今，整整10个月里，它的月销量始 终稳稳站在3万台以上。可要知道，在去年8月之前，小鹏连月销破万都堪称 "硬骨头"，短短一年间， 这家公司为何能有如此天翻地覆的变化？一家成立仅11年的新能源车企，凭什么能被拥有百年造车积淀 的大众 "一眼相中"，甚至还要不断深化合作关系？ ...

当我们观看中国古代历史人物的画像时，不难发现一个耐人寻味的事实：除了司马迁、蔡伦、郑和等具有特殊原因的古人外，几乎所有成年男性都留着不 同造型的胡须。明代《五杂俎》中还有专门的关于胡须长度的考据，现在看来相当夸张： "崔琰须长四尺，王育、刘渊皆三尺，渊子曜长至五尺。谢灵运须垂至地。关羽、胡天渊髯皆数尺。国朝石亨、张敬修髯皆过膝。" 结合古人蓄须的特点，在京剧等传统戏曲里，演员饰演男角色时佩戴的各式假胡须统称"髯（rán）口"，根据人物的不同特性有三髯、满髯、扎髯之分， 并有黑、白、黪等不同颜色，以此体现年龄、身份、性格的差异。甚至在近现代，也有一些名人有着经典的蓄须形象。 但在今天，除了艺术工作者或是影视剧拍摄需要，特别是在城市中，还保持着留胡子习惯的成年男子并不多。为什么会发生这样的转变？ 一、胡须虽小，不可轻视 达尔文认为，人类的胡须在功能上与雄狮的鬃毛类似，既能保护头颈等相对脆弱的部位，又能展示威严的阳刚之气——这可能是他晚年留起大胡子的原因 之一。 国历君自制表情包。来源/维基百科 《红楼梦》中，贾宝玉自诩为"须眉浊物"，正是因为"须眉"可以代指男性。作为男性第二性征的胡须，在世界各地的文化中被赋予诸 ...

Group 1 - The core idea is that Sora is shifting its focus from Hollywood blockbusters to AI-generated videos, aiming to transform AI from a tool into a toy for users [1] - Sora 2 has set a benchmark for all video generation platforms by introducing innovative features that enhance user engagement and creativity [1]

Core Viewpoint - Vanke's chairman Xin Jie has resigned, and Huang Liping has been elected as the new chairman, marking a significant leadership change within the company [2][12]. Leadership Change - On October 13, Vanke A announced the election of Huang Liping as chairman following Xin Jie's resignation [2]. - Xin Jie, born in 1966, was originally set to retire in 2026 and has been a key figure in Vanke's leadership since joining the board in 2020 [3][6]. Historical Context - The relationship between Vanke and Shenzhen Metro Group began during the Baowan dispute, with Shenzhen Metro becoming the largest shareholder in 2017 [4]. - Xin Jie has held various leadership roles in different companies since 1998, culminating in his position at Vanke [5][6]. Financial Performance - Vanke's 2024 annual report indicates a total revenue of 343.18 billion yuan, a decrease of 26.32% year-on-year, and a net loss attributable to shareholders of 49.48 billion yuan [18]. - The company has faced significant financial challenges, with a net cash flow from operating activities of 3.8 billion yuan, down 2.87% from the previous year [18]. Support from Major Shareholder - Shenzhen Metro Group has provided substantial financial support to Vanke, including a loan of up to 2.064 billion yuan for debt repayment [17]. - In 2023, Vanke borrowed nearly 26 billion yuan from Shenzhen Metro, indicating ongoing financial reliance [17]. Strategic Initiatives - Under Xin Jie's leadership, Vanke restructured its management by eliminating regional company levels and centralizing authority at headquarters [16]. - The company aims to enhance risk control and strategic operations through the establishment of 11 new functional centers [16]. Future Outlook - Xin Jie expressed confidence in Vanke's ability to navigate challenges and emphasized the importance of support from Shenzhen Metro and other stakeholders [12][15].

Core Viewpoint - The announcement of liblib's upgrade to version 2.0 signifies the end of an era for the open-source AI drawing community, reflecting a shift in user engagement and technology evolution [2][57][69]. Group 1: Company Overview - Liblib is recognized as the largest open-source model community in China, previously dominating the SD ecosystem [4][31]. - The transition to liblib 2.0 includes a new brand, logo, interface, and features aimed at expanding its user base and enhancing monetization opportunities [2][69]. Group 2: Industry Context - The open-source AI drawing ecosystem, particularly around Stable Diffusion (SD), experienced rapid growth and innovation, attracting a wide range of users and creators [10][48]. - The emergence of simpler models like GPT-4o and NanoBanana indicates a trend towards lowering barriers for new users, marking a significant shift in the industry [53][55]. Group 3: User Experience and Community - The initial excitement around AI drawing tools was characterized by a vibrant community that actively shared techniques and models, fostering a culture of experimentation and creativity [19][41]. - As technology advanced, the complexity of using these tools led to user fatigue, prompting a search for more accessible solutions [51][52]. Group 4: Future Outlook - The evolution of liblib into a one-stop creative platform reflects broader trends in the industry, where integration and user-friendliness are prioritized to attract a larger audience [68][69]. - Despite the changes, the community remains active, with a focus on maintaining creativity and quality among creators [73][75].

Core Viewpoint - "Soul of Mount Yotei" has received high praise from players and critics, with many considering it a potential game of the year, despite criticisms regarding its storyline and execution [6][8][36]. Group 1: Game Performance and Reception - The game generated nearly $100 million in its first week and recouped $60 million of its development costs within just two days of release [8]. - It has been described as the largest PS5 release since Marvel's "Spider-Man 2" [8]. - Most reviews are positive, with many labeling it a masterpiece, while some detractors refer to it as a "Northeast Rain Sister Simulator" [6]. Group 2: Artistic and Technical Aspects - The game is praised for its artistic and musical quality, with visuals described as stunning and capable of being used as desktop wallpapers [10]. - The attention to detail in weaponry and cultural elements is highlighted, showcasing a deep understanding of historical context [19][23]. Group 3: Storyline and Narrative Issues - The narrative attempts to tackle complex themes, including revenge and historical oppression, but ultimately falls short due to a convoluted plot and lack of character development [27][35]. - The storyline is criticized for being overly ambitious without proper execution, leading to a disjointed experience for players [35][36]. Group 4: Cultural Impact and Community Engagement - The game has sparked discussions in Japanese social media about leveraging its popularity for tourism and cultural events, indicating its potential influence beyond gaming [13]. - There are suggestions for AR activities related to the game, reflecting its impact on local culture and tourism [13].

Core Insights - Airtable's capital story encapsulates the fervor and calm of different eras, transitioning from a "no-code" darling to facing significant challenges due to the rise of AI [1][3] - The company, once valued at $11.7 billion, has seen its valuation halved as it struggles to adapt to the AI-driven market [2][3] - Airtable's transformation into an AI-native platform is a gamble led by its founder, aiming to redefine its core offerings in the face of competition and market pressures [3][12] Funding and Valuation Journey - Since its founding in 2013, Airtable has raised a total of $1.4 billion across seven funding rounds [5] - The company reached a peak valuation of $11.7 billion in December 2021 after a $735 million Series F funding round [7] - Following a downturn in tech stocks, Airtable's valuation was adjusted to approximately $4 billion to $5 billion by Q1 2025, reflecting a decline of over 60% from its peak [8] AI Transformation Strategy - Airtable's core asset, its structured relational database, positions it well for an AI transformation, contrasting with competitors that prioritize document-first approaches [13] - The company aims to integrate AI deeply into existing workflows rather than treating it as a standalone feature, with a vision to become essential in the "vibe coding" era [15][12] - The transformation includes a series of product launches, starting with AI Field in September 2023, allowing users to embed generative AI capabilities directly into data tables [16] Product Development Phases - The first phase of the AI transformation involved exploratory product releases, leading to the introduction of the AI-driven no-code application generator, Cobuilder, in 2024 [16] - In April 2025, Airtable Assistant was launched, enabling users to build and modify applications through natural language interactions [17] - The major evolution occurred on June 24, 2025, when Airtable rebranded itself as an "AI-native platform," making AI a default experience for new users [18] Organizational Changes - To support its AI transformation, Airtable restructured its engineering, product, and design teams into "fast-thinking" and "slow-thinking" units, focusing on rapid iteration and long-term stability [19][20] - The founder, Howie Liu, has taken on a hands-on role as an "IC CEO," directly engaging in product development and fostering a culture of experimentation with AI tools among all employees [26][27] Market Competition and Challenges - Airtable faces intense competition from established players like Microsoft and emerging companies such as Notion, monday.com, and Smartsheet, all of which are integrating AI into their offerings [32][33] - Despite positive feedback from new users regarding AI features, long-term users have expressed dissatisfaction, citing issues with reliability and performance, indicating a challenging transition period [28][31] - The outcome of Airtable's transformation will not only determine its future but also serve as a reference for the broader SaaS industry in adapting to the AI era [33]

Core Viewpoint - The current emphasis on NPU (Neural Processing Unit) in computers appears to be more of a marketing strategy rather than providing substantial practical benefits to users in their work [1] Group 1 - The promotion of NPU by various manufacturers is widespread, raising questions about its actual utility in everyday computing tasks [1] - Practical tests indicate that NPU does not significantly enhance work performance, suggesting it may serve more as a novelty than a necessity [1]