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美团AI转向,前字节视觉模型AI平台负责人潘欣加入|36氪独家
36氪· 2025-12-11 13:37
以下文章来源于智能涌现 ,作者邓咏仪 智能涌现 . 封面来源 | IC Photo "智能涌现"从多个信息源独家获悉,前闪极AI合伙人、前字节视觉大模型AI平台负责人潘欣,近期已经加入美团。 潘欣曾任谷歌大脑(Google Deepmind)研究员,推动TensorFlow动态图模式开发。回国后,他先后在百度、腾讯与字节跳动任 职。 在百度,他曾主导PaddlePaddle平台优化、无量深度学习框架构建,而后任腾讯、字节跳动AIGC和视觉大模型AI平台负责人,业 务方向集中在多模态领域。此后,2024年11月,潘欣加入闪极科技,担任AI合伙人,整体负责AI技术研发及智能眼镜项目。 "智能涌现" 独家了 解到,入职美团后,潘欣负责多模态AI创新工作,主导了LongCat App等多个相关应用的开发。 2025年,美团的关键词是外卖大战与AI。 直击AI新时代下涌现的产业革命。36氪旗下账号。 文 | 邓咏仪 编辑 | 苏建勋 杨轩 来源| 智能涌现(ID:AIEmergence) 外卖大战压力之下, 美团正在打一场AI基建的硬仗。 "美团在AI技术上的战略定位,是积极进攻而非消极防御。"王兴曾表示。2025年的 ...
在大厂,人人都想成为「老白兔」
36氪· 2025-12-11 13:37
以下文章来源于镜相工作室 ,作者镜相作者 镜相工作室 . 商业世界的风向与人 质疑老白兔,理解老白兔,成为老白兔。 文 | 阮怡玲 编辑 | 邬宇琛 来源| 镜相工作室(ID:shangyejingxiang) 封面来源 | 视觉中国 有人曾给过"老白兔"一个形象的定义:那些看起来勤勤恳恳、实际产出不高,还时不时说点风凉话的人,就是"老白兔"。 在基层员工眼中,他们占位、压舱、影响晋升;在管理者心里,他们既带不动业务,又动不得——清理他们的成本,往往比留着更高。但更尴尬的是,在降 本增效的周期里,老白兔似乎已并非个人的问题,而是组织缩编的必然产物。 一种新的现实也浮现了——在大厂,人们清除老白兔,但也培养老白兔。 有事勿扰 五年前,周乾刚进入一家互联网大厂时,一度很疑惑,为什么给高职级的员工发消息时,对方常常不回复,甚至如果不多催几次或者打电话,永远不会回 复。 后来,一位高职级的同事主动给周乾分享了秘密——他会主动立一个人设,"生人勿近"。"为什么呢?"周乾好奇地问。"其他人知道我不好合作,就会知难 而退,避免那些对我利益很小甚至没利益的事儿找上我。"同事回答,脸上带着笑容。很多年后,提及老白兔,周乾第一时 ...
一场直播,看见鸿蒙智行「在一起」的力量
36氪· 2025-12-11 13:37
12月9日,上海外滩因中国汽车而火热。华为常务董事余承东携手赛力斯、奇瑞、北汽、江汽、上汽五大车企掌门人,完成鸿蒙智行旗下问界、智界、享 界、尊界、尚界——"五界"品牌的首场同台直播,围绕技术、产品、用户与未来产业组织方式展开深度对话。 直播开展的时间节点很关键。在过去的43个月,鸿蒙智行品牌全系累计交付达100万台,这是一个足以载入中国新能源汽车行业发展史的数字。同时,在价 格普遍下沉的中国新能源市场里,鸿蒙智行不仅位于销量榜单前列,还实现了量价齐飞。 11月,鸿蒙智行整体交付近8.1864万辆,同比增幅接近83%。其中,问界品牌四款车型合计约5.1万辆,智界与尚界各自站上"月销过万"的台阶,享界交付 6000多辆,百万级产品尊界的单月销量也已稳定在"两千台以上"的水平。 比数字更值得关注的,是直播中透出的另一条主线。五界掌门人的第一次集体亮相,让行业第一次看到——中国智能汽车已经从"单品牌竞争"走向"体系协 同生长"。随着五界宣布全面深化战略合作,五大品牌也将围绕统一技术标准、统一服务体系、共享售后网络、共建补能体系、联盟创新中心等展开合作。 穿越迷雾,真正能留在牌桌上的, 往往是那些改写了游戏规则的玩家 ...
美国AI春晚,一盆凉水浇在Agent身上
36氪· 2025-12-11 10:00
Core Insights - The article discusses the emergence of AI Agents and the current state of AI infrastructure, highlighting the gap between the rapid development of AI Agents and the readiness of the underlying infrastructure to support them [3][5][9]. Group 1: AI Agent Development - The AI Agent era is recognized as having arrived, with significant announcements from Amazon Web Services (AWS) regarding AI infrastructure and management [5]. - There is a notable increase in interest and investment in AI Agents, with many developers and companies focusing on this area during major events like re:Invent [5][6]. - However, there is a contrasting sentiment among developers regarding the current capabilities of AI infrastructure, which is perceived as inadequate to support the demands of AI Agents [9]. Group 2: Infrastructure Challenges - Developers express concerns about the current state of AI infrastructure, citing weaknesses in cost management and AI-first capabilities [9][11]. - The high costs associated with AI model inference are a significant barrier, with estimates indicating that 80-90% of AI Agent costs are tied to inference [11]. - There is a call for a software revolution to better accommodate AI Agents, including the need for simpler interaction interfaces and the elimination of data silos [13][14]. Group 3: Investment Trends - A new wave of investment in AI infrastructure is emerging, with companies focusing on optimizing AI infrastructure to reduce inference costs [15]. - Major players like NVIDIA are making significant investments in AI infrastructure startups, indicating a trend towards enhancing the foundational technologies that support AI Agents [15]. - Database companies are also recognizing the importance of adapting their products to better interact with AI Agents, emphasizing the need for scalable solutions to meet the growing demand [15].
爱马仕继承人千亿家底被掏空:一场长达20年的「养猪局」
36氪· 2025-12-11 10:00
Core Viewpoint - The article discusses a bizarre financial fraud case involving Nicolas Puech, the fifth-generation heir of Hermès, who lost a significant portion of his wealth due to the actions of his financial manager, leading to a dramatic decline in his financial status [4][6][35]. Group 1: Fraud Case Details - Nicolas Puech discovered that stocks worth 100 billion yuan had disappeared, leading him to sue Bernard Arnault, the chairman of LVMH, claiming his shares were taken [6][10]. - After an audit, it was revealed that Puech had only 600,000 euros in cash and approximately 96 million euros in illiquid investments, a stark contrast to his previous wealth [12][13]. - Puech's financial manager, Eric Fremont, had manipulated his assets over the years, leading to a court ruling against Puech due to lack of evidence [14][15]. Group 2: Financial Manager's Role - Fremont claimed that his expenditures were gifts to Puech, and he had been in a personal relationship with him, complicating the case further [16][18]. - The financial manager had previously encouraged Puech to convert his shares into bearer stocks, making them easier to transfer without Puech's knowledge [14][18]. - Fremont died in a train accident, which was ruled a suicide, leaving many questions about the missing assets unanswered [20][21]. Group 3: Impact on Hermès and Luxury Market - Hermès, a leading luxury brand, reported revenues of 15.2 billion euros and a net profit of 4.6 billion euros in 2024, with a net profit margin of around 30% [25]. - The luxury market is experiencing a downturn, with major brands like LVMH and Kering reporting declines in profits and revenues [43][44]. - The number of luxury consumers has decreased from 400 million in 2022 to approximately 340 million in 2025, indicating a shift in consumer behavior towards more experiential spending rather than conspicuous consumption [47][48]. Group 4: Changing Consumer Trends - Older consumers are becoming more conservative, preferring investments in gold and jewelry, while younger consumers are shifting from ostentatious purchases to experiences [45][46]. - Luxury brands are attempting to reach a broader audience by engaging with everyday consumers, but these efforts have met with mixed reactions [52][54].
德国豪华巨头,要换掌门人了
36氪· 2025-12-11 10:00
Core Insights - The article discusses the upcoming leadership transition at BMW Group, highlighting the significance of Oliver Zipse's tenure and his strong focus on the Chinese market, which has been pivotal for the company's growth and strategy [6][8][18]. Group 1: Leadership Transition - Oliver Zipse, who has been the Chairman of BMW Group since August 2019, will officially step down in May 2024, coinciding with the company's annual shareholder meeting [6][16]. - Zipse has been recognized for his contributions during challenging times, including the COVID-19 pandemic, and has emphasized the importance of new models for the company's future [17]. - Milan Nedeljković, who will succeed Zipse, has a long history with BMW and is seen as a suitable candidate to lead the company through its next phase, particularly focusing on production efficiency and the rollout of the "New Generation" strategy [26][30]. Group 2: Focus on China - Zipse is noted for his frequent visits to China, referring to it as BMW's "second home," and has been a vocal advocate against EU tariffs on Chinese electric vehicles [8][17]. - Under Zipse's leadership, BMW achieved record sales in China in 2019, selling 723,700 units, which contributed to a global sales increase of 1.2% [18][19]. - Despite a decline in overall sales in China in 2025, BMW's electric vehicle sales have surged, with over 470,000 units sold, marking a 15% increase [21]. Group 3: Strategic Initiatives - The "New Generation" strategy, which aims to reshape BMW's future in the electric and intelligent vehicle era, is a key focus for the company, with the iX3 model set to debut in 2026 [22][24]. - BMW has established significant R&D capabilities in China, including four innovation bases and partnerships with local firms for battery production, indicating a commitment to local market adaptation [33]. - The leadership transition is seen as a critical moment for BMW, as the company must effectively translate its ambitious technological plans into market-ready products while maintaining profitability [30][31].
租一部手机,竟然背上了高利贷
36氪· 2025-12-11 10:00
当"租机套现"被包装成解决资金周转的"捷径",风险警钟也再一次敲响。 青云租是一家主营 3C数码产品租赁业务 的平台,其商业模式为 " 商 户 "( 即投资人 ) 入驻,向平台投资苹果手机 。平台 通过 全托管模式以租代售 分 4/6/12期销售手机,承诺给 商户 年化 14.4% 至 16.8%的租金收益 。极低的投资门槛和在此条件下称得上极高的收益背后,必定孕育着风险。 但对于员工来说,这家公司似乎并无特别。 "8月开始,我们加班特别多,还实行大小周,每周还有周报。"一位入职青云租 短短几个月 的技术人员告诉" 豹变" 。公司给的官方解释是,按照现在 的发展势头,现有的系统会在一到两年内超负荷,线上系统需要重构。一切的加班,都是为了在过年之前完成系统重构。 以下文章来源于豹变 ,作者王珊 豹变 . 直抵核心。做最具穿透力、洞察力的商业观察,深度影响未来。 文 | 王珊 编辑 | 张力 来源| 豹变(ID:baobiannews) 封面来源 | 视觉中国 "青云租跑路了。"今年10月初,坏消息开始在"商户"中蔓延。 年底还没到,公司先跑路了。 10月底,青云租位于长沙的办公楼已经退租。据悉,长沙的几十名员工 ...
深入精子库,为何那么多人生不出孩子
36氪· 2025-12-11 00:01
以下文章来源于南风窗 ,作者祖晓谦 南风窗 . 冷静地思考,热情地生活。 "要找啦!要花精力,像你认真工作一样去找一个合适你的人,何必要促排卵,穿刺取卵,又要做人工授精,我赞成大家要生不要超过30岁……" 我今年29岁,坐在我旁边"在线催婚"的是86岁的生殖与遗传专家、"试管婴儿之母"卢光琇。1981年,她建成了我国首个人类精子库,培育出国内首例冷冻精 液人工授精婴儿和首例供胚移植试管婴儿,而后一手创办了中信湘雅生殖与遗传专科医院。在这个全球最大的辅助生殖中心,已诞生超过25万由试管婴儿技 术助孕的宝宝。 近半世纪来面对数量庞大的不孕不育群体,卢光琇最常提出的建议是希望育龄人群早点生孩子,鼓励自然妊娠。"20多岁能够很好地生孩子的人不生,要忙 事业,到了35岁左右以后,'我也玩够了,事业也够了,我现在该要生孩子了',晚了。" 《亲爱的小孩》剧照 她经常遇到40多岁的女性自述身体很好准备要孩子。"我一看年龄,46岁,我说同志,我们35岁到45岁是更年期,第一卵子数量减少,第二卵子质量发生变 化,染色体老化和变异风险大增;45岁到50岁是绝经前期,月经不规则,卵泡更少了,只能尽量帮你。" "你身体可以很好,但这并 ...
8点1氪:大使馆回应网红蓝战非被胁迫转账:确有此事;湖北一地:试管婴儿补贴10000元;“特朗普黄金卡”签证开始接受申请
36氪· 2025-12-11 00:01
Group 1 - The Chinese Embassy in South Africa confirmed that a Chinese citizen, Lan Zhanfei, was coerced into transferring 1.088 million RMB due to a robbery incident [2][5] - The South African Chinese Economic and Trade Association reported that a security company responded quickly to the emergency call from Lan Zhanfei and assisted in reporting the crime [2][5] Group 2 - Australia has implemented a social media ban for individuals under 16, becoming the first country to legislate such a restriction [7] - DJI responded to reports of unauthorized drone flights reaching altitudes of 8000 meters, emphasizing that such flights require prior approval [8][9] Group 3 - Ningde Times announced plans to register for the issuance of bonds not exceeding 10 billion RMB for project construction and operational funding [13] - Xiaomi clarified that recent recruitment related to AI education was misinterpreted, focusing instead on enhancing product services [23] Group 4 - Coupang's CEO resigned following a data breach incident, with a new interim leader appointed [12] - Saviynt completed a $700 million financing round, achieving a valuation of nearly $3 billion [27]
动画电影大年如何诞生?
36氪· 2025-12-11 00:01
36氪旗下官方账号。洞见市场,比99%的投资者更聪明。 36氪财经 . 文 | 宋婉心 编辑 | 张帆 来源| 36氪财经(ID:krfinance) 封面来源 | IC Photo 以下文章来源于36氪财经 ,作者宋婉心 张帆 今年的中国电影市场呈现出一个很有意思的现象——几部爆款全部来自动画电影,是名副其实的动画大年。 从年初的《哪吒2》到正在热映的《疯狂动物城2》,再到《鬼灭之刃:无限城篇》,后者如果不是宏观因素影响,按照预售成绩,也是今年的爆款备选。 三部的票房与口碑几乎都是爆发式的。电影市场整体大盘持续低迷,去年全年总票房同比下降22.7%,多个节假日档期票房回到十年前水平,就是在这样的 背景下,三部动画电影的热度平地而起。 《疯狂动物城2》在上映首日票房2.28亿元,是中国内地进口动画电影的最高首日票房,而上映仅三天后,票房便已经超越自己9年前的前作,成为内地进口 动画票房冠军。 疫情后电影市场的供给和需求两端都发生了变化,这种变化可以总结为,行业上下开始追求"确定性"。而三部动画电影的走红,是"确定性"作为行业运作规 律的一种结果。 影市的冰点,续作的沸点。 续作的胜利 36氪查询灯塔数据发现, ...