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爱压抑的年轻人,开始和AI「做爱」丨2026人机恋报告
36氪· 2026-02-14 13:15
以下文章来源于后浪研究所 ,作者娃娃菜 木也 曲枚 和Al建立亲密关系, 在当下已经不是一件新鲜事了。 有人身穿婚纱 , 和Al步入婚姻的殿堂; 有人和Al吵架 后浪研究所 . 36氪旗下年轻态公众号。这位青年里边请,你被研究了。 | J/ ヘレー/ バイ 因为AI恋人忘记了他们第一次见面的日子; 有人现实中单身未婚, 却在智能体里拥有了好几个孩子, 过上了赛博幸福一家人的生活; 有人睡前最后一眼是AI、 醒来第一眼还是AI, 一天12小时都在和AI谈情说爱。 据Appfigures数据,截至2025年7月, AI陪伴应用在全球的下载量已达2.2亿次, 全年营收直奔1.2亿美元。 能定制性格,不会抱怨,不会发脾气, ឋ时随地提供情感陪伴, 几乎无限的知识储备, Al恋人们,渐渐走进了年轻人心中。 「后浪研究所」发起了一项 关于「人机恋」的调查问卷, 共有762位朋友参与, 今年情人节,想和大家一起聊聊 「人机恋」这件事。 调查对象 性别: 男性 33.1% 女性 66.9% 年龄层: 05后 14.6% 90后 18.7% 00后 28.5% 90前 8.5% . . . - | . . . . . . . ...
腾讯出行服务支持20个国家和地区境外打车;比亚迪正式进入埃及市场|36氪出海·要闻回顾
36氪· 2026-02-14 13:15
Group 1 - Tencent's ride-hailing service has integrated with Uber, supporting over 20 countries and regions, including Hong Kong, Japan, and the UK, allowing users to access the service via WeChat Mini Programs and use WeChat Pay [3] - BYD has officially entered the Egyptian market in collaboration with Mansour Group, showcasing three new car models and aiming for overseas sales of 1.3 million units by 2026, a nearly 25% increase from the 2025 target of over 1.04 million units [4] - AITO Wenjie has announced its entry into the UAE market through a partnership with Abu Dhabi Motors, marking a significant step in its global expansion strategy [4] Group 2 - FAW Jiefang has signed a strategic dealer cooperation agreement with a Saudi distributor, including a memorandum for the first batch of 500 vehicles, focusing on high-quality commercial vehicle products and services in Saudi Arabia and surrounding markets [5] - Junlian Zhixing showcased its full range of intelligent automotive solutions at Volkswagen's global headquarters, emphasizing core solutions in intelligent driving assistance and vehicle safety [5] - Pop Mart announced that it expects to sell over 400 million products globally across all IP categories by 2025, with THE MONSTERS category alone projected to exceed 100 million units [5] Group 3 - WeRide and Uber have upgraded their strategic partnership to deploy at least 1,200 Robotaxis in the Middle East by 2027, aiming to become the largest commercial Robotaxi project in the region [5] - LoBo Kuaipao and Uber plan to launch fully autonomous driving services in Dubai by Q1 2026, marking the first such service in the city [6] - Midea Group has signed a strategic cooperation memorandum with CMA CGM to enhance cross-border logistics efficiency between China and the US [7] Group 4 - Qunche Intelligent has completed a multi-hundred million yuan Series A financing round, with participation from several overseas funds, to expand its global market presence [8] - HeXin Power has completed a multi-million yuan angel round financing, focusing on agricultural embodied intelligence and expanding into global markets [8] - MiFeng Technology, a subsidiary of Zhiyuan Robotics, has completed several hundred million yuan in seed and angel round financing, aiming to enhance technology development and global expansion [9] Group 5 - The global humanoid robot shipment is expected to reach 17,800 units by 2025, with a year-on-year growth of 508%, and Chinese manufacturers leading the market [11] - China is deepening trade cooperation with South Africa and Kenya, with South Africa seeking zero-tariff access for 100% of its products to China [12] - China's digital trade surplus is projected to double by 2025, driven by rapid global expansion in cloud computing and AI sectors [12]
Teamily AI推出「北美元宝派」加强版,支持多人与多个AI Agents实时社交
36氪· 2026-02-14 13:15
Core Insights - Teamily AI is an AI-native instant messaging application that facilitates collaboration between humans and multiple AI agents, aiming to enhance communication and connection among users [7][11][12]. Financing Progress - Teamily AI has raised a total of $20 million in funding and plans to initiate a new round of financing in March of this year [9]. Product and Business - Teamily AI combines features of existing platforms like "Yuanbao Pai," "Feishu," and "LinkedIn," but focuses on exploring human-AI collaboration rather than extending existing products [11]. - The platform supports multimodal conversations across various groups and channels, providing context-aware insights and recommendations [12]. - Key features include Cross-Group Memory Sharing and a Universal Memory System, which enhance seamless collaboration and ensure no information is lost [12]. - Teamily AI is primarily targeting the North American market, with pricing tiers of free, $19.9, and $199.9, and may explore an ad-supported model in the future [14]. Core Barriers - Teamily AI's technology is built on a three-layer architecture: Global Memory & Context Management, Social Brain Model, and Agent Social Network, which collectively enhance user experience and collaboration [17][18]. - The emphasis on Universal Memory and the ability to execute actions directly within the platform are significant competitive advantages [20][18]. Team Introduction - The founding team includes Aiden Chaoyang He, who has extensive experience in machine learning and cloud computing, and Salman Avestimehr, an expert in machine learning and information theory [22][23]. Founder Insights - The focus of Teamily AI is to create a human-centric social network that allows users to interact with AI agents to fulfill their needs across various scenarios [25]. - The vision is for every individual to have a team of AI agents tailored to their specific requirements, rather than just a single chatbot [29]. - The platform aims to facilitate collective intelligence, enhancing productivity by enabling groups to think and collaborate with AI [27][28].
春节礼盒,一场赌博
36氪· 2026-02-14 04:14
以下文章来源于略大参考 ,作者刘然 略大参考 . 新消费 · 新科技 · 新生活 对春节礼盒生意来说, 每一个环节都可能是斩杀线。 文 | 刘然 编辑 | 杨知潮 来源| 略大参考(ID:hyzibenlun) 封面来源 | Unsplash 赌,从来都是春节的"传统"主题之一。 几乎每一年,都有打工人春节在牌桌上输光一年工资的新闻。引得各地媒体频频在春节呼吁居民不要过年赌博。 当然,春节家庭的赌桌是自愿的,怕输可以不玩。但有的人,却没有自己选择是否坐上"春节赌局"的权力。 因为他们的春节礼盒生意,做的就是这一个月。这个生意能在不到30天的时间里,赚到一年40%的营业额。大过年的,大家买东西的价格敏感度也在降低, 这让春节礼盒有了比平常生意远远更高的毛利率。对经销商生意来说,这一个月的收成,可能是一年的全部利润。 但充分竞争的市场,从来不可能有真正的暴利,春节礼盒爆发力的背面,是它堪比赌博的风险。 湖南某地级市经销商老刘,年流水大概600万,平均下来的月流水大概也就50万左右,除去节假日,平时的利润只够在覆盖仓库租金、员工工资、车辆油费 的基础下赚点小钱。但仅在春节这个节点,能够创造全年50%左右的利润。(包 ...
差点退出中国的山姆「亲爹」,彻底开窍了
36氪· 2026-02-14 04:14
Core Viewpoint - Walmart has successfully transformed its business model in China, emerging as a competitive player in the retail market by adopting strategies from its subsidiary Sam's Club, leading to a significant increase in customer traffic and sales [5][10][38]. Group 1: Walmart's Market Performance - Walmart's market capitalization surpassed $1 trillion, making it the first retail giant to achieve this milestone [7]. - Over the past year, Walmart's stock price increased by approximately 26%, with a ten-year cumulative growth of nearly 468% [8]. - The company has seen a resurgence in customer interest, particularly among younger consumers, who now frequent Walmart for its competitive pricing and product offerings [15][25]. Group 2: Strategic Changes and Adaptations - Walmart's transformation involved a strategic shift to adopt Sam's Club's operational and product selection strategies, effectively creating a "no membership fee Sam's" model [38][60]. - The introduction of the new private label "Wojixian" has been pivotal, with the team eliminating 80% of underperforming SKUs and focusing on high-demand products [41][44]. - The company has reduced the size of its stores from over 10,000 square meters to between 2,000 and 5,000 square meters, emphasizing efficiency and community convenience [50][54]. Group 3: Consumer Engagement and Pricing Strategy - Walmart has effectively targeted the pain points of consumers who desire Sam's Club products without the membership fee, creating a "Sam's alternative" section in stores [56][60]. - The implementation of a tasting culture in stores, similar to Sam's, has enhanced customer experience and engagement, allowing consumers to sample products before purchasing [58][73]. - Competitive pricing strategies have made Walmart an attractive option for budget-conscious consumers, with prices significantly lower than those at Sam's Club [16][46]. Group 4: Comparison with Competitors - While Walmart has successfully adapted and thrived, competitors like Yonghui Supermarket have struggled with their transformation efforts, leading to significant financial losses [62][64]. - The key difference lies in Walmart's ability to leverage its existing supply chain and operational strengths, while Yonghui has failed to effectively implement changes that resonate with consumer needs [76][79]. - Walmart's strategic focus on product quality, pricing, and customer experience has allowed it to reclaim its position in the retail market, contrasting with Yonghui's challenges [81][82].
电车速成赌局:越卷越快,越快越险
36氪· 2026-02-13 13:34
以下文章来源于36氪汽车 ,作者徐蔡钰 樊舒琪 36氪汽车 . 看懂汽车产业新百年。36氪旗下智能电动车产业报道公号。 趋势不可逆,底线不能退。 文 | 徐蔡钰 樊舒琪 编辑 | 李勤 杨轩 来源| 36氪汽车(ID:EV36kr) 封面来源 | 视觉中国 "速成车"踩刹车 2026年一开年,监管部门再一次收紧了对汽车开发的要求。这让不少"老汽车人"松了一口气。 一名头部车企的软件总工告诉36氪,在他十余年的从业生涯里,从未经历过去几年的激进时刻: 原本需要适配两年才能上车的新架构,现在10个月就得上车;之前机械验证要做的两次冬测试、两次夏测,被压缩成了一次冬测、一次夏测。 原本要验证4个月的整车控制软件,现在2个星期就可以上车。 他这种内行人才知道的隐忧还有:看似测试环节都在,但压缩时长伴随着高强度加班,实际操作中,需要测200次的项目最后可能只测了30次;测完10 次,员工便可能说已经测过100次了。 "有些问题就会测不出来,其中可能包含高安全相关问题。比如经常车卖出去,门把手出不来等等B类问题还有一堆。" 因为智能电动车普遍的特点是可以空中升级,不少车交车时,一些软件还未开发完成,公司就寄希望于后续推出 ...
全球游客,突然涌向中国春节
36氪· 2026-02-13 13:34
以下文章来源于旅界 ,作者theodore熙少 旅界 . 为何老外扎堆来中国过年? 文 | theodore熙少 来源| 旅界(ID:tourismzonenews) 封面来源 | unsplash 春节将至,国内各地外国人浓度突然高了起来。 这两天,一位在成都成华区某中端连锁酒店工作的朋友在旅界社群里晒了张截图,是他所在酒店的春节订单构成。 跟踪时代浪潮,讲述文旅商业好故事。 他说,自己本来只是想感慨一下今年春节又要满房了,结果翻了翻订单才发现,今年春节期间,每天竟然差不多有三分之一是老外。 | | 春节期间房况与客源闷成表 (2月15日-2月23日) | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 日期 | 可售房数 | 出租房数 | 出租率 | 外籍客人 | 外籍占比 | 国内客人 | 国内战 | 平均房价(元) | | 2/15 | 453 | 410 | 90.5% | 123 | 30.0% | 287 | 70.0% | 438 | | 2/16 | 453 | 418 | 92.3% | 125 ...
中国厂商掌握6成日本电视市场
36氪· 2026-02-13 13:34
Core Viewpoint - The article discusses the significant shift in the Japanese television market, highlighting the increasing dominance of Chinese companies and the necessity for Japanese firms to adapt their business models as they retreat from the consumer electronics sector [4][5]. Group 1: Market Dynamics - Sony Group plans to divest its television business, transitioning it to a joint venture led by Chinese giant TCL, which will result in Chinese companies controlling 60% of the Japanese domestic television market by 2025 [5][6]. - REGZA, a brand associated with Toshiba, is primarily manufactured and sold by TVS REGZA, which is 95% owned by China's Hisense Group, indicating a significant shift in capital ownership within the market [5][6]. Group 2: Competitive Landscape - Chinese companies, such as TCL, are outperforming Japanese firms in pricing, with a 43-inch 4K LCD TV priced around 50,000 yen (approximately 2,257.55 RMB) compared to Sony's price of around 100,000 yen (approximately 4,515.1 RMB) [5]. - By 2025, if Sony's brand is fully integrated into the TCL-led joint venture, the Chinese market share in Japan's television sector is projected to reach 60% [6]. Group 3: Broader Implications - The global television market is increasingly dominated by companies like Samsung and LG, with Japanese firms losing their competitive edge [8]. - Panasonic is the only major Japanese company pursuing an independent strategy in the television sector, while others are considering divestment or restructuring [8][9]. - Japanese companies are shifting focus from hardware to digital services and infrastructure, as exemplified by Sony and Hitachi's transition to revenue models based on continuous service offerings [9].
中国AI视频双雄并起:Seedance 2.0与Vidu Q3组团席卷全球
36氪· 2026-02-13 13:34
以下文章来源于智东西 ,作者江 宇 它让人们意识到,一个好的AI视频更需要创意调度。而过去,创作者在AI视频中最难掌握的两个要素,恰恰就是理解故事结构与镜头语言。 与此同时,另一款国产视频生成模型 生数科技的Vidu Q3 ,也在创作者社群中走红,并刚刚登顶全球权威AI评测平台Artificial Analysis,成为 全球排名 第一 的视频生成模型。 | Artificial Analysis | | Models ~ Speech, Image, Video ~ Hardware Leaderboards ~ Al Trends | | | Arenas · About · | | | For Enterprise | Insights Q Search ... WK | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Current models All models | No Audio With Audio | AH | Open weights | Global Leaderboard | | Personal ...
当手机服务开始「轻量化」,这个春节,到鸿蒙负一屏走新路径
36氪· 2026-02-13 13:34
Core Viewpoint - The article discusses the transformation of the "negative one screen" in HarmonyOS from a passive information display to an active smart service hub, enhancing user experience through personalized service recommendations and easy access to essential functions [4][5][6]. Group 1: Transformation of the Negative One Screen - The negative one screen serves as an information aggregation board, but HarmonyOS aims to evolve it into a proactive service center with the introduction of "Exploration Meta Services" [4][5]. - Users can access relevant service cards based on time, location, and events, making useful information readily available during casual browsing [6][8]. - The integration of various travel services into lightweight cards allows users to receive timely updates and reminders, enhancing the overall travel experience [8][10]. Group 2: User Engagement and Card Functionality - The ability to add and rearrange service cards on the negative one screen empowers users to create a personalized "life assistant," making frequently used services easily accessible [10][11]. - Each added card represents a time-saving tool for future use, such as travel itineraries, package tracking, and local service notifications, contributing to a more efficient daily routine [11][12]. - The "Exploration Meta Services" module offers a variety of cards that can be discovered and added, enhancing user convenience and engagement [12][25]. Group 3: Seasonal Promotions and User Experience - The "Hongyun Coming" card-collecting activity during the Spring Festival encourages user interaction with the "Exploration Meta Services," making participation easy and intuitive [14][20]. - Users can earn rewards by adding cards, which enhances the overall experience and encourages exploration of the new service features [20][23]. - The article emphasizes that the integration of these services is designed to provide users with timely assistance and enhance their holiday experience, showcasing the practical benefits of the HarmonyOS ecosystem [23][29].