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鸿蒙智行开启的L3路测,通向一个怎样的未来?
36氪· 2025-12-26 13:08
Core Viewpoint - The article discusses the recent approval of L3 conditional autonomous driving vehicles by the Ministry of Industry and Information Technology in China, highlighting the significance of real-world testing by companies like Hongmeng Zhixing to validate their systems and advance the industry [1][3][28]. Group 1: L3 Development and Testing - Hongmeng Zhixing has initiated real-world testing of L3 autonomous driving systems in cities like Chongqing and Hefei, utilizing its mass-produced models, the Zun Jie S800 and Wen Jie M9, to validate performance under actual traffic conditions [1][3]. - The testing videos demonstrate the vehicle's ability to autonomously navigate, change lanes, and overtake in traffic, showcasing the system's capability to execute dynamic driving tasks without the driver needing to hold the steering wheel [13][15]. - The company emphasizes the importance of extensive real-world testing to bridge the gap between functional demonstrations and user trust in L3 systems, addressing challenges such as human-machine interaction and responsibility delineation [8][10][24]. Group 2: Technical and Safety Considerations - The distinction between L2 and L3 lies in the shift of responsibility from the driver to the system, necessitating a robust safety engineering framework focused on system reliability and extensive validation standards [7][24]. - Hongmeng Zhixing's L3 system is built on the WEWA architecture, which allows for the creation of complex virtual driving scenarios, enabling the system to learn from extreme situations and improve decision-making capabilities [15][16]. - The company has developed a multi-source sensor array to enhance perception capabilities, ensuring reliable performance in challenging conditions such as heavy rain and fog [19][21]. Group 3: Market Outlook and Industry Impact - The market for L3 autonomous vehicles in China is projected to grow significantly, from 150 billion yuan in 2025 to 800 billion yuan by 2030, with a compound annual growth rate of 38.7% [25][30]. - Hongmeng Zhixing's proactive approach in L3 testing positions it as a leader in the industry, setting a high standard for engineering validation and potentially reshaping user trust in autonomous driving technology [26][30]. - The company aims to establish a competitive edge through data-driven improvements and a comprehensive safety framework, addressing the industry's need for reliable autonomous vehicles [16][30].
以开源破局,以赛事聚能,vivo蓝河掀起「Rust风暴」
36氪· 2025-12-26 13:08
Core Viewpoint - vivo is establishing a "full-stack self-research + open-source kernel + industry-academia-research competition" three-in-one technology layout to enhance the security and performance of operating systems in the AI era [2][6][28]. Group 1: AI and Operating System Transformation - The rise of AI is transforming operating systems from mere resource managers to intelligent service gatekeepers, necessitating a shift towards more secure foundational systems [3][8]. - Traditional C/C++ based systems are facing significant memory safety challenges, prompting a shift towards Rust, which offers a systematic solution to these issues [10][11]. Group 2: Rust Language and Security - Over 70% of severe security issues are linked to memory safety, highlighting the urgent need for more secure operating systems as AI technologies become more prevalent [10]. - Rust's strict ownership and lifecycle management mechanisms provide a proactive approach to memory safety, significantly reducing risks associated with traditional programming languages [11][12]. Group 3: C2Rust Project and Innovation Competition - The C2Rust project aims to automate the translation of C code to Rust, addressing the challenge of migrating legacy code to a more secure language [13][15]. - The recent competition showcased significant advancements, with the winning team successfully translating 54 files and approximately 11,000 lines of code, achieving a 100% test pass rate and over 97.8% syntax safety [6][16]. Group 4: BlueKernel and Open Source Strategy - vivo has initiated the BlueKernel project, which is a lightweight, secure, and general-purpose kernel developed in Rust, aimed at reducing the technical barriers for industry-wide adoption of Rust [24][25]. - The open-sourcing of BlueKernel is intended to foster collaboration and innovation in the Rust ecosystem, providing a sustainable platform for developers [23][24]. Group 5: Industry Impact and Talent Development - The Blue River Operating System Innovation Competition has attracted over 150 teams from more than 50 top universities, enhancing the industry's influence and fostering talent in Rust system development [27]. - By linking real industry challenges to academic research, vivo accelerates the validation and accumulation of cutting-edge technologies, contributing to the cultivation of skilled professionals in the field [27][28]. Group 6: Strategic Positioning - vivo's comprehensive strategy of self-research, open-source collaboration, and competitive innovation positions it as a leader in the Rust technology domain, enhancing the technological barriers of the Blue River Operating System [28][29]. - This strategic approach not only strengthens vivo's market position but also supports the broader development of China's foundational software industry in the global landscape [28][29].
2026年ChatGPT要加广告了,最懂你的AI都开始出卖你
36氪· 2025-12-26 13:08
Core Viewpoint - The article discusses the emerging trend of integrating advertisements into AI platforms, particularly ChatGPT, as a means of revenue generation amidst the challenges of sustaining profitability in the AI industry [4][12][33]. Group 1: AI Advertising Integration - OpenAI is exploring ways to incorporate sponsored content into ChatGPT, potentially prioritizing ads when users ask specific questions [4][24]. - Recent prototypes show various ad display methods, including sidebars in ChatGPT's interface [5][26]. - The shift towards advertising is seen as a necessary response to the financial pressures faced by AI companies, as traditional subscription models have not yet proven sufficient for revenue generation [12][33]. Group 2: Financial Viability and Market Dynamics - The AI industry is experiencing a significant gap between user growth and revenue, leading to a reliance on advertising as a quick recovery strategy [17][29]. - OpenAI's annual revenue is reported to be over $12 billion, but the company faces high operational costs, which may be three times the revenue generation rate [29][30]. - The article highlights the potential for AI to become a new advertising platform, with the ability to leverage user data for targeted advertising [58][59]. Group 3: User Experience and Ethical Concerns - The integration of ads into AI responses raises ethical concerns, as users may not recognize when they are being marketed to, blurring the lines between genuine advice and commercial promotion [46][62]. - The concept of "Generative Engine Optimization" (GEO) is introduced, where companies may manipulate AI outputs to prioritize their content, potentially misleading users [42][43]. - The article warns that as AI becomes more integrated into daily decision-making, the implications for user trust and the nature of information consumed could be profound [57][61].
京东的200次「向前一步」
36氪· 2025-12-26 09:55
服务的"超级供应链", 是京东在长期主义中铸就的生态位。 今年双12期间,李欣在京东为新家购置了一把椅子,收货后发现尺寸与家里的桌子配不上。当她点开"退换/售后"页面时,意外发现除了可以换同款的不同 颜色、型号外,还出现了"店铺爆款"和"平台热卖"商品,甚至有个单独的选项,可以直接选到购物车商品,她一眼就看到了此前加购的人体工学椅。每件商 品下方,具体价格和"预计单件到手价补(退)"的金额都清晰呈现。 第二天,旧椅子被取走,新椅子也同步发货。李欣说,"没想到现在换货可以这么方便、人性化。" 李欣不知道的是,类似"差价换"这种惊喜体验的细节提升,京东在2025年实现了200多个。这并非一次偶然,而是一场持续数年、仍在深入的"静默战争"的 一部分。 近日,36氪与京东平台服务的多位项目负责人、商家进行了对话。我们发现,常为电商人说到的"供应链"一词, 在京东内部的注解已经远不限于狭义上 的"选品采购"、"物流配送"等环节,而是深入到了零售从售前到售后的每个环节。 他们甚至将其延伸为"服务供应链"的概念——京东不只运送货物,更是 希望为用户提供"确定性"的购物体验。 一场关乎"体验痛点"的歼灭战 "差价换"的发心, ...
星闪的2025:终端破亿,国标发布,一场无线短距通信的产业级跃迁
36氪· 2025-12-26 09:55
Core Viewpoint - The article emphasizes that transformative technologies, like the new wireless short-range communication technology "Star Flash," often become essential infrastructure that is taken for granted rather than being constantly highlighted as groundbreaking innovations [1][3]. Group 1: Technology Evolution - The development of Star Flash follows a clear industrial evolution path, marked by the establishment of the International Star Flash Alliance in September 2020, its commercial launch in 2023, and the release of the Star Flash 2.0 standard in March 2025 [5]. - Star Flash's approach is characterized by a "slow start, heavy standards, and later explosion" strategy, allowing it to bridge gaps between devices and systems in the AI-driven digital transformation wave [5][12]. Group 2: Standardization and Industry Consensus - The competition in wireless short-range communication is fundamentally a competition at the standards level, focusing on how devices can collaborate under a unified set of rules [7][9]. - The release of the Star Flash 2.0 standard signifies a critical industrial leap, integrating key capabilities into a standardized framework that can be reused across various scenarios [16][17]. Group 3: Ecosystem Development - As of 2025, Star Flash has crossed the critical threshold of 100 million devices, indicating its transition from a validated technology solution to a widely adopted connectivity foundation across multiple sectors [21][22]. - The Star Flash ecosystem has attracted over 1,200 partners since the establishment of the International Star Flash Alliance, forming a complete collaborative network that includes chips, modules, terminals, and applications [19]. Group 4: Application Scenarios - In smart home scenarios, Star Flash enhances the integration of appliances, enabling precise control and interaction, as demonstrated by products like the Haier air conditioner that utilizes Star Flash's capabilities for improved user experience [23]. - In the consumer electronics sector, Star Flash 2.0 provides a stable wireless audio experience, allowing high bitrate and low-latency audio transmission, as seen in products like Huawei's FreeBuds Pro 5 [25]. - In the automotive industry, Star Flash is reshaping core interaction scenarios, with over 50 vehicle models adopting the Star Flash digital key technology, showcasing its broad applicability [29]. Group 5: Future Prospects - The combination of Star Flash and open-source HarmonyOS is seen as a critical step towards building a new generation of interconnected systems, enhancing both connectivity and system-level collaboration [35][37]. - The integration of Star Flash with HarmonyOS allows for seamless interaction across diverse devices, paving the way for a more interconnected and intelligent ecosystem [38].
全世界都在围堵隐藏门把手
36氪· 2025-12-26 09:55
Core Viewpoint - The article discusses the safety concerns surrounding Tesla's hidden door handle design, particularly in relation to emergency situations where passengers may be trapped inside the vehicle due to the difficulty in accessing the manual release mechanism [4][10][19]. Group 1: Investigation and Incidents - The National Highway Traffic Safety Administration (NHTSA) has initiated a defect investigation into the 2022 Tesla Model 3, estimating that approximately 179,071 vehicles may be affected due to issues with the emergency door opening mechanism [5][19]. - The investigation is in the "defect petition" phase, assessing the severity of the issue and whether to formally proceed with the case [9][19]. - There have been multiple incidents reported where passengers were unable to escape from Tesla vehicles during emergencies, leading to fatalities and injuries [12][17][20]. Group 2: Regulatory Response - The hidden door handle design has become a global regulatory focus, with discussions and warnings issued by various international regulatory bodies, including the United Nations and European Union, regarding the safety of electronic door handles [22][23]. - The NHTSA has previously received at least 16 reports of malfunctioning electronic door handles in the 2021 Tesla Model Y, prompting further scrutiny of Tesla's door system design [19][20]. - Tesla faces potential fines of up to $140 million if it fails to respond adequately to regulatory inquiries regarding the door handle issues [20]. Group 3: Industry Perspectives - Industry leaders, including executives from Volkswagen and Great Wall Motors, have criticized the hidden door handle design, arguing that it prioritizes aesthetics over safety and can complicate emergency exits [25][26]. - The article highlights that the hidden door handle design, initially seen as an innovative feature, has led to safety concerns that are now prompting regulatory changes [30][32]. - New regulations in China require that door handles must allow for mechanical operation in any state, indicating a shift towards prioritizing safety in vehicle design [33][34].
这家老牌硬盘巨头,正在中国为海量数据造「家」
36氪· 2025-12-26 09:55
Core Viewpoint - The article emphasizes the critical role of Hard Disk Drives (HDD) in the era of AI, highlighting their importance in data storage despite the rise of Solid State Drives (SSD) and the increasing demand for large-scale, low-cost, and reliable storage solutions in China [1][5]. Group 1: HDD's Role in AI and Data Storage - HDD remains irreplaceable due to its unique characteristics such as data recoverability, durability against data erasure, and cost advantages for large-scale data storage, especially in enterprise scenarios [9]. - Toshiba's core value lies in supporting big data and AI development, focusing on large-capacity technology research while maintaining stable performance and reducing total cost of ownership (TCO) for users [9][10]. Group 2: Toshiba's Manufacturing Strategy in China - Toshiba has established a nearline HDD production line in mainland China, successfully achieving mass production, which is crucial for meeting local customer demands [19]. - The collaboration with SAE (New Science Electronics) allows for a unique manufacturing model where core components and HDD assembly occur in the same physical space, enhancing responsiveness to market needs [3][15]. Group 3: Technological Innovations and Future Plans - Toshiba has validated a 12-platter stacking technology, aiming for HDD capacities exceeding 40TB, with challenges in physical space compression being a significant hurdle [10]. - The transition from traditional PMR to energy-assisted recording technologies like MAMR and HAMR is underway, with plans to produce MAMR HDDs at scale and prepare for HAMR production by 2027 [16][25]. Group 4: Market Dynamics and Customer Insights - Chinese customers are rapidly migrating to large-capacity HDDs (20TB+) and prioritize performance stability over cost, contrasting with global trends where cost sensitivity is more pronounced [12]. - The local production strategy significantly enhances service efficiency and response speed for domestic data center clients, fostering closer interactions and skill development among engineers [20][19]. Group 5: Long-term Value of HDD - The long-term value of HDDs lies in their ability to provide economical and reliable data storage solutions, essential for meeting the growing demands of big data and AI applications [24]. - Continuous development of advanced recording technologies is necessary to match increasing areal density requirements and achieve cost savings for customers [24].
8点1氪:贾国龙首次回应西贝预制菜风波;京东发布年终奖计划:采销平均25薪,上不封顶;王思聪名下资产被法拍
36氪· 2025-12-26 00:01
Group 1 - The founder of Xibei, Jia Guolong, expressed that the recent turmoil had a greater impact on the company than any previous operational crisis, stating he relied on sleeping pills for 40 consecutive days to cope with stress [3][4] - Jia acknowledged his mistakes during the crisis, admitting he should not have confronted customers directly and emphasized the importance of listening to customer feedback in the future [3][4] - Since the onset of the crisis, Xibei's nationwide stores have undergone over 80 inspections by various government regulatory bodies, with no violations reported [4] Group 2 - JD.com announced its 2025 year-end bonus plan, with average bonuses reaching 25 times the monthly salary, with top performers receiving up to 24 times their monthly salary [4] - BYD won a court case against several accounts that spread false information about the company, resulting in a compensation of 2 million yuan [8] - The Chinese government expressed strong opposition to the U.S. imposing additional tariffs on semiconductor products, emphasizing the need for fair trade practices [6][7]
「商汤系」跑出一堆独角兽,可闫俊杰无法复制
36氪· 2025-12-26 00:01
Core Viewpoint - The article highlights the emergence of AI companies from the "SenseTime system," emphasizing their rapid growth and potential to become unicorns, particularly focusing on MiniMax and Vivix AI as key players in the AI landscape [4][10]. Group 1: Company Performance - MiniMax has achieved significant revenue growth, with a reported income of $53.44 million for the first nine months of 2025, surpassing its total revenue of $30.52 million for 2024 [7][9]. - The company is nearing breakeven for its consumer products, indicating a strong commercial viability [7]. - Vivix AI, founded by a former executive from SenseTime, reached a valuation of $1.32 billion within just ten months of its establishment [10]. Group 2: Market Position and Strategy - The "SenseTime system" has produced several successful AI startups, with each major sector in AI featuring companies founded by former SenseTime employees [10][11]. - MiniMax is recognized for its forward-looking strategies, having launched innovative AI applications and models ahead of industry trends, such as the MoE model [20][21]. - The company has a diverse product matrix, which has helped it remain resilient during market fluctuations [21]. Group 3: Talent and Experience - The success of the "SenseTime system" is attributed to the technical expertise and practical experience of its founders, many of whom have a strong background in AI technology and product development [12][18]. - The article notes that the unique combination of technical skills and project experience among these entrepreneurs has made them attractive to investors [15][18]. - The ability to replicate successful strategies and learn from past experiences is emphasized as a key factor in the growth of these companies [26].
中国制造正在杀死欧洲圣诞市场?
36氪· 2025-12-26 00:01
以下文章来源于旅界 ,作者theodore熙少 当欧洲圣诞集市,逛成义乌出海特展。 文 | 旅界 来源| 旅界(ID:tourismzonenews) 封面来源 | IC photo 平安夜前,我带孩子逛了巴黎杜伊勒里花园圣诞集市,这里人声鼎沸,空气中弥漫着热红酒和华夫饼的味道。 在那些亮着暖黄色灯光的木屋间穿行没多久后,孩子被一家卖工艺品的摊位吸引住了,她指着一个晶莹剔透的雪花球,眼里全是光。 我被迫接过那个沉甸甸的球,25欧元,翻转底座,毫不意外,三个熟悉字母跳进眼里:Made in China。 然后,我做了个快速心算,这玩意在义乌出厂价可能不到20块钱人民币,但在巴黎浪漫滤镜下,它的身价翻了10倍。 旅界 . 跟踪时代浪潮,讲述文旅商业好故事。 买下后,我们又走到集市边缘另一个手工摊位前,摊主是个皮肤红润的法国老先生,他正熟练地包装一些彩绘胡桃夹子玩具。 我指着其中一个士兵摆件,问他,这些是不是来自当地手工作坊。 老先生抬头看了我一眼,露出一种看透世俗的微笑,摆了摆手说,"Everything is from China, including me"。 然后,他用并不流利的英文解释,今年杜伊勒里圣诞集 ...