36氪WAIC2025"氪话未来" 直播间里都聊了啥？ 7月26日，骄阳与骤雨在上海轮番上阵，却难掩观众如潮热情——全球顶尖人工智能学术、产业盛典，2025世界人工智能大会暨人工智能全球治理高级别会 议（WAIC 2025）在上海世博展览馆正式拉开帷幕。 走进今年的WAIC展馆，扑面而来的是一股前所未有的科技热浪。展区面积首次突破7万平方米，以"模型应用+具身智能+智能硬件"为核心特色，集中呈现 40余款大模型、50余款AI终端、60余款智能机器人，以及100余款"全球首发"或"中国首秀"的重磅新品，规模创下历届之最。在"底座"技术之外，医疗、教 育、工业、金融等行业的应用故事也逐一展开，让AI真正成为可感知、可体验的生产力。 在全行业聚焦、探讨"AI技术、AI应用如何与全产业链融合"的当下，作为科技产业敏锐的洞察者和深度参与者，7月26日，在本次WAIC大会上，36氪再次 携手大会组委会打造WAIC2025"氪话未来"直播间，邀请国内外知名AI企业的相关负责人，聚焦AI场景端与应用端，探讨AI技术、AI应用的成功落地案例。 今年直播间内容矩阵在去年基础上实现再升级：在原有圆桌直播对谈之外，新增"直播探展"与 ...

Core Viewpoint - The article discusses the challenges and transformations faced by the "Six Little Tigers" in the AI industry, highlighting their struggles with competition, internal turmoil, and the impact of external pressures from investors and market dynamics [6][9][60]. Group 1: Industry Overview - The "Six Little Tigers" were initially valued at over 20 billion RMB, but have faced significant setbacks in the rapidly evolving AI landscape, leading to a loss of confidence among employees and high executive turnover [6][13][60]. - The emergence of DeepSeek as a dominant player has shifted the competitive landscape, forcing the Six Little Tigers to reevaluate their strategies and operations [41][60]. Group 2: Internal Challenges - The article details the internal restructuring and layoffs within the Six Little Tigers, with many employees leaving due to a loss of faith in the companies' futures [10][12][13]. - A significant percentage of employees (41.07%) have reported being in a job-seeking status as of July 2025, indicating widespread dissatisfaction and uncertainty [13]. Group 3: Strategic Missteps - The pursuit of a "Super App" strategy led to ineffective competition and internal chaos, as companies focused on rapid growth metrics rather than sustainable product development [17][24][40]. - The aggressive marketing and product strategies, driven by FOMO (fear of missing out), resulted in a misalignment between product capabilities and market needs, ultimately harming the companies' long-term viability [18][21][40]. Group 4: Market Dynamics - The competitive pressure from DeepSeek has forced the Six Little Tigers to adopt open-source strategies, which they previously avoided, in an attempt to regain market relevance [48][49]. - The article emphasizes that the market is increasingly favoring a few top players, suggesting that only the strongest models will survive in the long run [60][64]. Group 5: Future Outlook - Despite the current turmoil, there remains potential for recovery and innovation within the Six Little Tigers, as they still possess significant resources and talent to pivot towards more sustainable business models [70][75]. - The article concludes that the journey towards achieving AGI (Artificial General Intelligence) is ongoing, with the possibility of resurgence for the companies if they can adapt and learn from past mistakes [76][75].

支付，作为商业闭环的起点和关键节点，其安全性与便捷性如同企业在全球化赛场上的"数字化命脉"，维系交易信任，守住欺诈 的防线。 然而，当业务跨越区域边界，黑客开始利用新的AI技术，支付安全的挑战也陡然升级。变幻莫测的网络威胁、日益严苛的全球合 规要求、复杂多变的欺诈手段，共同构成了企业全球化征途上的"暗礁险滩"。 麦肯锡2024年的报告显示，未来十年，全球因支付卡欺诈造成的损失预计将达到4000亿美元。冰冷的数字背后，也是全球化企业 面临的真实困境： 7月25日，TrustDecision携手36氪在杭州举办了"数字化时代，全球化企业如何做好安全支付"线下沙龙。 在数据奔流、万物互联的数字化洪流中，全球化企业的商业触角早已无远弗届。 安全支付，再度成为了全球化企业的"生命线"，而非附加题。 从TrustDecision的专业视角和服务经验来看，风控不能一味地追求降低欺诈率，更要考虑企业客户整体的ROI，确保GMV等核心 收入指标不受负面影响，所以需要先提高支付成功率，再阻断风险，最后再用预警来"兜底"，由此构建"全链路安全漏斗"，在降 低欺诈率与保障支付转化率间实现动态平衡，让风控的效能最终回归商业本质。 根据 ...

Core Viewpoint - The "Carbon Index Plan" marks a shift from evaluating projects based on technical highlights to assessing their structural integration within the industry, emphasizing real-world application and collaboration among industry players [5][11][19]. Group 1: Event Overview - The fourth "Double Carbon Star Species" event took place in Zhengzhou, focusing on "Future Transportation" and featuring discussions on new ideas and industry logic related to carbon neutrality [3][6]. - The event was organized by 36Kr and Dongfang Securities, highlighting the importance of real industry scenarios in addressing carbon neutrality challenges [3][5]. Group 2: Industry Transition - The transition from a competition-based model to a collaborative approach reflects the industry's need for practical solutions as China approaches its 2030 carbon peak target [8][11]. - The emphasis has shifted from merely showcasing innovative technologies to evaluating the ability of projects to integrate into existing industrial structures and supply chains [11][13]. Group 3: Key Insights from Participants - Industry leaders, such as BYD, are redefining their green strategies, viewing them as opportunities for efficiency rather than mere compliance [13][14]. - Companies are increasingly focusing on creating a closed-loop system that encompasses product design, technology routes, and customer collaboration to meet carbon goals [14][18]. Group 4: Zhengzhou as a Model - Zhengzhou is emerging as a critical hub for the new energy vehicle industry, with a projected output of 87 billion yuan in 2024, representing a 169.8% year-on-year growth [16]. - The region's ecosystem includes a comprehensive supply chain from components to vehicle production and recycling, making it an ideal location for the "Carbon Index Plan" [16][20]. Group 5: Future Directions - The "Carbon Index Plan" aims to connect various stakeholders, including government, enterprises, and financial institutions, to facilitate the transition from innovative ideas to practical applications [20][21]. - Future initiatives will explore flexible energy storage and distributed energy supply, focusing on how carbon neutrality can be integrated into emerging industries [20][21].

Core Viewpoint - The article explores the phenomenon of Shandong people dominating the stand-up comedy scene in China, highlighting their unique cultural background and humor style that resonates with audiences [11][50]. Group 1: Shandong's Influence in Stand-Up Comedy - Shandong comedians have become a significant presence in the stand-up comedy industry, with many notable figures originating from this region [11][50]. - The article mentions that Shandong's cultural traits, such as straightforwardness and self-deprecating humor, contribute to their comedic success [57][58]. - The rise of Shandong comedians is linked to their collective experiences and societal pressures, which they transform into relatable comedic material [54][58]. Group 2: Notable Comedians and Their Styles - Comedian Fang Zhuren uses her life experiences, including domestic abuse, to create impactful comedy that resonates emotionally with audiences [14][19]. - Tang Xiangyu challenges traditional gender roles and societal expectations through her performances, representing a new wave of female empowerment in comedy [21][25]. - Meng Chuan's humor reflects on local culture and societal issues, using a conversational style that engages audiences while providing insightful commentary [30][41]. Group 3: The Role of Local Comedy Clubs - Jinan, the capital of Shandong, is identified as a nurturing ground for stand-up talent, with several clubs fostering new comedians [58][64]. - Despite the success of local clubs, there is a challenge of talent retention, as many comedians move to larger cities like Shanghai for better opportunities [66][67]. - The article emphasizes the importance of local audiences in shaping the comedic landscape, as their cultural background influences the humor presented on stage [64][68].

Core Viewpoint - The article discusses the rapid development of the AR glasses industry, highlighting the significant role of optical manufacturers like Zhige Technology in providing advanced optical solutions, particularly diffraction waveguides, which are essential for the next generation of AR glasses [6][7]. Group 1: Company Overview - Zhige Technology, established in 2019, specializes in AR diffraction waveguides and micro-nano optics, and has recently completed its second round of financing in 2025, raising over 100 million yuan [6]. - The company has developed the first fully automated production line for diffraction waveguides in China, achieving a monthly production capacity of 100,000 units and has already shipped 20,000 units in a single month [7]. Group 2: Technology and Innovation - Diffraction waveguides are recognized for their lightweight, high light transmittance, and scalability, making them a leading optical solution for AR glasses, with over 50% of new AR glasses released in recent years utilizing this technology [6]. - Zhige Technology has developed proprietary technologies to address key user experience issues, such as "rainbow patterns" and light leakage, enhancing the comfort and usability of AR glasses [8][9]. Group 3: Market Potential - The global smart glasses shipment is projected to reach 12.8 million units by 2025, with a year-on-year growth of 26%, while the Chinese market is expected to exceed 2.75 million units, growing by 107% and becoming the largest market globally [6]. - The CEO of Zhige Technology emphasizes the importance of improving the display quality and wearing experience of AR glasses to promote widespread adoption and further technological advancements in the AR/AI glasses industry [9].

Group 1 - Silicon-based Intelligence reported over 2 million malicious attacks on its service platform in the past week and has filed a police report [3] - The company disclosed its financial status, stating it secured hundreds of millions in financing and bank credit, with cash reserves sufficient to cover over 120 months of salaries [4] - In the first month of the second half of 2025, Silicon-based Intelligence locked in over 300 million yuan in AIGC orders, indicating no imminent layoffs due to financial issues [4] Group 2 - Apple reported a strong performance in Q3 of fiscal year 2025, with total revenue of $94.04 billion, a 10% year-on-year increase, and net profit of $23.43 billion, up 9% [5] - The Greater China region contributed $15.37 billion in revenue, a 4.4% increase, partly due to government subsidies for certain devices [5] Group 3 - Nintendo's Switch 2 sold 5.82 million units in its first month, setting a record for global console sales [9] - The company's net sales for Q1 reached 572.36 billion yen (approximately 27.23 billion yuan), a 132.1% increase year-on-year [9] Group 4 - Sohu reported Q2 total revenue of $126 million, with online gaming revenue at $106 million, and a non-GAAP net loss of $20 million, narrowing by over 40% year-on-year [21] - The company’s marketing services revenue met expectations, and online gaming revenue exceeded prior best estimates [21] Group 5 - China's low-altitude economy is projected to exceed 1.5 trillion yuan by 2025, with approximately 38,000 existing drone-related companies [23] - 75.8% of these companies have registered capital exceeding 1 million yuan, with 36.4% having over 5 million yuan [23]

Core Viewpoint - The article discusses the decline in consumer favor towards the term "主理人" (principal or owner) in the coffee shop industry, highlighting a shift in perception from admiration to ridicule as consumers express dissatisfaction with the service and pricing associated with these establishments [4][16][49]. Group 1: Consumer Sentiment - Increasingly, consumers are expressing disdain for coffee shops that label themselves as "主理人咖啡" (principal coffee), leading to viral discussions online about negative experiences in such establishments [5][6][12]. - A viral video depicting a consumer's uncomfortable experience in a "主理人咖啡" shop has garnered over 900,000 likes, reflecting widespread resonance with the sentiment of feeling unwelcome [10][8]. - Consumers are sharing experiences of feeling ignored or belittled in these shops, with comments indicating a sense of elitism and lack of service [12][31]. Group 2: Economic Implications - The concept of "主理人经济" (principal economy) is fundamentally based on trust, and as this trust erodes due to perceived overpricing and lack of genuine service, consumer backlash is inevitable [27][28]. - Consumers are increasingly aware of the disparity between the premium prices they pay and the actual quality of service and products received, leading to a growing resentment towards the "主理人" label [23][24][29]. Group 3: Cultural Shift - The term "主理人" has evolved from a symbol of expertise and passion to a generic label used by many small business owners, diluting its original meaning and leading to a perception of pretentiousness [36][39][40]. - The rise of parody and mockery surrounding the "主理人" concept indicates a cultural shift where consumers are rejecting the elitist attitudes associated with it, opting instead for authenticity and value [16][41][49]. - There is a call for a rebranding of the term "主理人" to better align with consumer expectations and to foster a more welcoming atmosphere in coffee shops [47].

Core Viewpoint - The article discusses the profound changes driven by industrial revolution and capital forces, highlighting the emergence of new industries such as embodied intelligence, artificial intelligence, and advanced manufacturing as key strategic areas for major countries [3]. Group 1: Industrial Investment Landscape - State-owned capital institutions have become the main leaders and participants in this round of industrial investment [4]. - Policies have been introduced to create a better industrial development environment, including support for private enterprise mergers and acquisitions and measures to promote high-quality development of government investment funds [4]. - Specific investment actions have been clarified by state-owned institutions, such as the establishment of various industry investment funds focusing on sectors like robotics, artificial intelligence, and advanced manufacturing [4]. Group 2: Research and Evaluation Process - The research will utilize a proprietary database and involve surveys, interviews, and data verification to identify key players in the industrial investment sector [5]. - A multi-dimensional evaluation standard will be established to assess the most influential and market-relevant participants in industrial investment [5]. Group 3: Research Setup and Participation - The research includes various lists such as influential state-owned investment institutions and industry merger investment institutions [7]. - The participation guide outlines the process for investment institutions to register and submit data for evaluation [10]. - The research timeline spans from January 1, 2022, to June 30, 2025, with a specific period for award applications in August 2025 [10].

Core Viewpoint - The article discusses the emergence of embodied intelligence and its commercialization path, highlighting the significant market potential in the field of humanoid robotics, particularly through the development of dexterous hands by Zhongke Silicon Technology [2][27]. Group 1: Development of Dexterous Hands - Zhongke Silicon Technology has released four models of intelligent dexterous hands, which cater to various application scenarios from research to industrial and public services [8][10]. - The dexterous hands feature high degrees of freedom (DoF), with the general intelligent dexterous hand achieving up to 15 DoF, allowing for complex tasks such as precise grasping and multi-mode operations [11][12]. - The company has developed a framework called DexFG to address challenges in functional grasping generation, enabling the automatic creation of multi-finger grasping actions based on minimal example data [28]. Group 2: Integration of Hardware and Software - Zhongke Silicon Technology emphasizes the importance of soft-hard collaboration, integrating self-developed hardware platforms with advanced algorithms to enhance robotic capabilities [29]. - The company has established a comprehensive ecosystem that includes supply chain management, collaboration with research institutions, and customer feedback mechanisms to ensure rapid product iteration and commercial transformation [31]. Group 3: Market Potential and Industry Position - The humanoid robot market is projected to reach $38 billion by 2035, with an annual shipment of 1.4 million units, positioning humanoid robots as the next universal computing platform after smartphones [27]. - Zhongke Silicon Technology's dual approach of developing both dexterous hands and complete robotic systems allows it to capture significant value in the industry, addressing the critical interface between robots and the physical world [19][28]. - The company has gained recognition from various investment institutions and established a solid market reputation, with its products already available on e-commerce platforms [31][32].