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苹果AI的崩塌真相:从乔布斯愿景,到高管失误的困局
36氪· 2025-05-26 12:53
以下文章来源于极客公园 ,作者Moonshot 极客公园 . 用极客视角,追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 一向在意公众形象的苹果,因为AI拉跨,这次被扒干净了。 文 | Moonshot 编辑 | 靖宇 来源| 极客公园(ID:geekpark) 封面来源 | Unsplash 最大的巨头,在最热的潮流面前,好似隐身了。 去年6月WWDC上,苹果慢吞地发布了Apple Intelligence,可如今快一年过去,对大部分用户来说,Apple Intelligence依旧只闻其声、不见其形。 全世界都看到苹果的AI做不好了,但没人知道到底发生了什么。 知名苹果分析师Mark Gurman刚刚在外媒发出一篇长文,题为《Why Apple Still Hasn』t Cracked AI》(为何苹果仍未攻克人工智能),揭露了苹果内部对 AI态度的摇摆,内部的斗争和难以克服的技术瓶颈。 值得注意的是,Gurman用的是「Still hasn』t(仍未)」,这词就已经给苹果的现状定了调。 本文将通过重组原文以呈现苹果在AI领域的历史、现状、问题根源及未来挑战,剖析苹果为何在AI赛道上步履维艰,让AI ...
白领最爱的饮料,跌进鄙视链底端
36氪· 2025-05-26 12:53
以下文章来源于新周刊 ,作者海蓝 新周刊 . 中国最新锐的生活方式周刊。 立顿茶包的潮流轮回。 文 | 海蓝 编辑 | DR 来源| 新周刊(ID:new-weekly) 封面来源 | 《装腔启示录》 中国茶饮江湖头部玩家的迭代速度,比奶茶配方还快。 这头,蜜雪冰城在港交所股价上市首日大涨近30%,稳居中国餐饮类上市公司市值第一;那头,霸王茶姬以"新茶饮美股第一股"的身份敲响纳斯达克钟声, 向海外输出东方茶的文化叙事。 当茶饮新星们在资本市场热闹开场,无人在意的角落里,作为十年前行业top的立顿,终于在CEO空置半年后,等来了它的新任掌舵者Pierre Laubies。 不只资本市场,打工人办公桌上,立顿的存在感也越来越低。 图片来源:《凡人歌》 33多年前,是立顿将袋泡茶这个品类引进中国,引领了一个时代的喝茶方式变革,当年立顿开疆拓土之强势,甚至引发过中国民间"中国七万茶企都比不过 一个立顿"的焦虑。 在茶包的一提一拎之间,立顿让喝茶这件事变得既优雅又便捷。在职场剧广告植入的加持下,立顿也成功让人们对那枚悬垂在杯外的黄色标签,在品牌logo 之外,蒙上了一层象征精英生活和成功白领的滤镜。 一个典型的情节是, ...
中国供应链何处去?|暗涌看世界
36氪· 2025-05-26 12:53
Core Viewpoint - The article emphasizes the critical importance of supply chains in the context of geopolitical tensions and trade policies, particularly focusing on the need for Chinese companies to adapt their supply chain strategies to navigate new challenges and opportunities in global markets [4][7][10]. Group 1: Supply Chain Dynamics - The U.S. Customs has implemented a new "origin verification system" to prevent transshipment trade and tax evasion, requiring importers to provide detailed supply chain documentation [4]. - Many Chinese manufacturing companies are accelerating their overseas expansion to diversify and localize production in response to changing trade policies [4][10]. - The concept of "supply chain security" has become a priority, replacing the previous focus on cost and efficiency [6][7]. Group 2: Global Supply Chain Trends - The migration of supply chains is largely driven by external geopolitical pressures, with companies feeling compelled to relocate production to avoid tariffs and trade barriers [10][11]. - The competition for supply chain dominance is intensifying, with countries like Vietnam and India emerging as alternative manufacturing hubs [13][20]. - The article highlights that while some production is moving away from China, many Chinese companies are still involved in global supply chains, often maintaining ties with their original manufacturing bases [21][22]. Group 3: Strategic Recommendations - Chinese companies should enhance their autonomy within supply chains and focus on building strong relationships with supply chain partners to ensure stability and resilience [7][12]. - The article suggests that companies need to adapt to local supply chain networks and avoid over-reliance on "Chinese speed" in global operations [36][38]. - Mergers and acquisitions are presented as effective strategies for Chinese companies to enter and integrate into foreign markets [41][44]. Group 4: Challenges and Opportunities - The article discusses the challenges posed by rising labor costs and regulatory environments in foreign markets, which may hinder the competitiveness of Chinese firms [16][17]. - It also notes that while supply chain migration is a reality, it presents opportunities for Chinese companies to innovate and find new profit margins abroad [39][50]. - The need for a strategic approach to supply chain management is emphasized, particularly in light of the ongoing trade tensions and the evolving global economic landscape [49][51].
沿着「微笑曲线」攀升的鸿蒙5,如何在nova 14系列上迎来蝶变?
36氪· 2025-05-26 12:53
Core Viewpoint - The HarmonyOS ecosystem has transitioned from a "small-scale trial" to a new phase of "exponential expansion" [1][28]. Group 1: Product Launch and User Engagement - The recently launched Huawei nova 14 series, equipped with HarmonyOS 5, has attracted significant consumer interest, indicating a rapid embrace of the HarmonyOS ecosystem by mainstream users [2][27]. - Hundreds of HarmonyOS applications were launched just before the nova 14 series went on sale, covering various high-frequency user needs such as entertainment, travel, shopping, and office tasks [2][28]. Group 2: User Experience and Interaction - The introduction of HarmonyOS 5 marks the beginning of a "Harmony Era," where users will experience a seamless integration of various Huawei devices [3][25]. - The "smile curve" theory explains the evolution of user engagement, highlighting the importance of maintaining user satisfaction as they transition from initial curiosity to habitual use [4][6]. - HarmonyOS 5 aims to enhance user experience by leveraging AI capabilities, making the operating system more intuitive and responsive to user needs [10][11]. Group 3: Innovative Features and AI Integration - HarmonyOS 5 introduces a more intelligent AI that adapts to user emotions and context, enhancing the overall interaction experience [11][13]. - New features such as "AI Magic Move" and "AI Portrait Enhancement" cater specifically to the needs of younger users, providing innovative tools for digital content creation [13][14]. - The operating system also supports new interaction methods like "Tap to Share" and "Live Window," allowing for seamless connectivity and real-time updates [16][18][20]. Group 4: Market Position and Future Outlook - The nova 14 series is seen as a critical test for HarmonyOS 5, particularly in appealing to the younger demographic, which has diverse and rational upgrade demands [27][28]. - With over 200 million units sold in the nova series since 2022, the launch of HarmonyOS 5 is expected to significantly increase user adoption and expand the ecosystem [27][28]. - The growth of HarmonyOS is anticipated to create a positive feedback loop, attracting more developers and accelerating the innovation of applications within the ecosystem [30].
蚂蚁集团领投,北京专精特新企业「中海储能」完成超亿元Pre-A++轮融资 | 早起看早期
36氪· 2025-05-26 00:01
Core Viewpoint - The article highlights the advancements and market potential of Zhonghai Energy Storage Technology Co., Ltd., particularly in the field of iron-chromium flow batteries for long-duration energy storage, emphasizing its recent funding and project wins as indicators of growth in the energy storage sector [3][17]. Company Overview - Zhonghai Energy Storage was established in 2020 and focuses on the research and application of iron-chromium flow battery technology, which addresses the challenges of integrating renewable energy into the grid [3][7]. - The company has secured over 100 million yuan in Pre-A++ financing, led by Ant Group, to enhance technology development and expand production capacity [3][17]. Technology and Innovation - The iron-chromium flow battery technology developed by Zhonghai Energy Storage has been recognized as a significant advancement in the energy sector, being included in the national list of major technological equipment [3][7]. - The company has overcome key technical challenges related to hydrogen evolution and reaction activity through innovative material and structural designs, such as the development of carbon cloth electrodes and flow channel bipolar plates [8][10]. Market Position and Strategy - Zhonghai Energy Storage aims to target independent energy storage stations on the grid side and integrated source-grid-load storage projects, anticipating a surge in demand driven by increasing renewable energy installations and market price fluctuations [11][13]. - The company is positioned to benefit from the shift from mandatory energy storage policies to market-driven configurations, which is expected to create a more sustainable economic model for energy storage [17][18]. Financial Projections - The company expects to enter a phase of comprehensive industrialization by 2025, with projected contract values reaching several billion yuan, potentially doubling in 2026 [18][20]. - The cost of energy storage solutions is anticipated to decrease significantly, with the cost per kilowatt-hour already halved since 2020 due to advancements in raw material sourcing and system design [15][18]. Industry Trends - The article notes that the cancellation of the "mandatory energy storage policy" is a pivotal moment for the industry, allowing for a more flexible and economically viable approach to energy storage solutions [17]. - The increasing energy demands from AI data centers are expected to drive the need for long-duration energy storage technologies, with flow batteries being particularly suited to meet these requirements [18][20].
董明珠,再爱孟羽童一次
36氪· 2025-05-26 00:01
Core Viewpoint - The article discusses the evolving relationship between Dong Mingzhu and Meng Yutong, highlighting their recent collaboration in a live-streaming event for Gree Electric, which serves as a strategic move to attract younger consumers and boost sales amid declining revenue trends [3][8][39]. Group 1: Relationship Dynamics - Meng Yutong's recent social media post indicates a reconciliation with Dong Mingzhu, contrasting their previous public disputes following Meng's departure from Gree [4][5][7]. - The warm interactions between the two during the live-stream are perceived as a marketing strategy rather than genuine personal feelings, emphasizing the importance of profit over personal relationships in the business world [8][12]. Group 2: Live Streaming and Sales Performance - The live-stream event on May 23 featured over 100 Gree products and achieved significant sales, topping the "big home appliance" category shortly after its start [13][27]. - Despite the initial success, specific products like the high-end beauty device struggled to sell, indicating challenges in appealing to younger consumers [36][39]. Group 3: Company Performance and Challenges - Gree's revenue for 2024 showed a decline of 7.31% year-on-year, amounting to approximately 190 billion yuan, marking a return to 2022 levels [31][32]. - The drop in revenue is primarily attributed to a 4.29% decrease in the consumer electronics segment, particularly air conditioning, which constitutes 78.54% of total revenue [32][33]. Group 4: Strategic Shifts and Market Position - Gree is attempting to diversify its product offerings and rebrand its stores to attract younger consumers, with plans to rename stores to "Dong Mingzhu Health Home" and introduce a wider range of smart home appliances [34][36]. - The company faces intense competition, particularly from Xiaomi, which has gained market share in the air conditioning sector, further complicating Gree's efforts to maintain its market position [33][34]. Group 5: Leadership and Public Perception - Dong Mingzhu's outspoken nature and public persona contribute to her status as a media figure, which Gree leverages to enhance brand visibility [30][31]. - The company recognizes the need for a narrative beyond Dong Mingzhu's personal brand to engage younger consumers effectively, as reliance solely on her image may not suffice in the current market landscape [39].
我,网文作者,因为不「爱女」被开盒
36氪· 2025-05-26 00:01
以下文章来源于谷雨实验室 ,作者乔雨萌 谷雨实验室 . 腾讯新闻出品、谷雨工作室旗下栏目,聚焦深度图文内容。 女性网文作者频频遭受网暴和开盒,大多因为被读者认为"厌女"和"爱男"。 文 | 乔雨萌 编辑 | 荆欣雨 来源| 腾讯新闻谷雨工作室(ID:guyulab) 封面来源 | IC Photo 网文作者变成高危职业 被开盒是怎样一种噩梦般的感受? 网文作者郑蓝生不幸经历了。去年11月,在小红书、微博、豆瓣、抖音等六个社交平台上,一个使用相似用户名的账号多次@和评论郑蓝生,表达对她八年 前一篇文中男主角的强烈不满以及对她本人"厌女"的指责,语气激愤,并提到她的真名以示威胁。郑蓝生意识到,自己被开盒了。 八年前的那篇小说中,女主暗恋男主,除了男主只谈过一段恋爱,而男主谈过几任女友。 这位读者对此发帖怒斥:"现女主接盘前女主玩烂的lhg(烂黄瓜)……可怜的女主宝宝必须清清白白献身给公交车男。" 几个月里,郑蓝生和家人遭到持续的骚扰。今年二月,这名读者以郑蓝生妹妹的名义在一个政务平台举报了她。三月下旬,对方又一次举报,甚至写明了郑 蓝生家具体到门牌号的地址。郑蓝生在微博上说,几个月以来她噩梦频频,经常跟孩子玩着玩 ...
手搓蜜桃臀、美黑镶牙钻,欧美白女快把花3000块抢的Labubu整成卡戴珊了
36氪· 2025-05-25 13:18
Core Viewpoint - The article discusses the rising popularity of Labubu in the Western market, highlighting its transformation into a sought-after collectible and the various creative modifications that fans are making to personalize their Labubu figures [4][105]. Group 1: Market Trends - Labubu has become a "hard currency" in the Western market, with prices on secondary markets like StockX soaring to $399 [5][4]. - The POP MART App has topped the shopping charts in the US App Store, indicating strong consumer interest [5]. - The strategy of using familiar IPs to attract consumers has led to a nearly 500% year-on-year increase in overseas revenue for POP MART in Q1 2025 [105]. Group 2: Consumer Behavior - Consumers are increasingly personalizing Labubu figures, with modifications ranging from cosmetic changes to elaborate DIY projects [12][89]. - The trend of "DIY" modifications has led to a new wave of creativity among fans, with some even creating knockoff versions called Lafufu that are gaining popularity [78][89]. - The cultural phenomenon surrounding Labubu reflects a blend of Western aesthetics and local creativity, as seen in the various ways consumers are styling their figures [107]. Group 3: Cultural Impact - The article notes that Labubu has become a canvas for self-expression, with fans engaging in activities like giving their figures cosmetic enhancements and even performing DIY surgeries [17][66]. - The influence of celebrity culture is evident, as fans attempt to replicate the aesthetics of figures like the Kardashians on their Labubu [8][16]. - The article highlights the juxtaposition of cuteness and creepiness in Labubu's design, which resonates with a wide audience [72].
欧盟、日本计划对小包裹收税;霸王茶姬计划今年海外新增110+门店丨36氪出海·要闻回顾
36氪· 2025-05-25 13:18
Core Viewpoint - The article highlights various developments in the overseas expansion of Chinese companies, showcasing their growth strategies, market entries, and financial performances in international markets. Group 1: Company Developments - Meituan's Keemart has officially launched operations in Riyadh, Saudi Arabia, with a focus on hiring local talent for its grocery retail business [8] - Bawang Tea plans to expand internationally by opening over 110 new stores by 2025, with a total goal of 1,000+ stores in mainland China and 1,500 globally [8] - Ningde Times has successfully listed on the Hong Kong Stock Exchange, with its stock price rising by 16.43% on the first day, raising funds primarily for its Hungarian base [9] - Miniso reported Q1 overseas revenue of 1.59 billion yuan, a 30% year-on-year increase, with a total of 3,213 overseas stores [10] - BYD's electric vehicle sales in Europe surpassed Tesla for the first time in April, with a 169% year-on-year increase in registrations [10] Group 2: Market Trends and Opportunities - The EU and Japan are planning to impose taxes on small packages, which could impact cross-border e-commerce, particularly from China [16] - The EU's battery law implementation has been postponed, providing a buffer for Chinese battery exporters to the EU [17] - The China-ASEAN Free Trade Area 3.0 negotiations have been completed, aiming to enhance economic integration and cooperation [16] Group 3: Financing and Investments - Airwallex completed a $300 million Series F funding round, with a post-money valuation of $6.2 billion, indicating strong investor confidence in its global fintech capabilities [4] - 52TOYS has submitted its IPO application in Hong Kong, with significant growth in overseas revenue projected [12] - Square and other investors participated in a funding round for Sailglobal, a global HR management platform, indicating a growing interest in HR tech solutions [21][22]
在北京,面馆才是中年男人的精神码头
36氪· 2025-05-25 13:18
Core Viewpoint - The article explores the significance of noodle shops in Beijing as a refuge for middle-aged men, providing them with a sense of comfort and community amidst the pressures of urban life [4][14][36]. Group 1: The Role of Noodle Shops - Noodle shops serve as a "brotherhood" for middle-aged men in Beijing, where they can relax and be themselves after work [4][12]. - These establishments are described as a "mini private room" for men to escape from their daily stresses, allowing them to enjoy a simple meal in a familiar environment [6][14]. - The menu choices reflect a preference for familiarity and comfort, with men often ordering the same few dishes out of habit rather than adventure [8][19]. Group 2: Psychological and Social Aspects - Noodle shops act as a psychological refuge, where men can find solace and camaraderie, contrasting with the pressures they face in their professional lives [14][36]. - The atmosphere in these shops fosters a sense of belonging, where men can share unspoken understanding and support without the need for formalities [14][34]. - The act of eating noodles becomes a ritual that signifies a return to simplicity and comfort, allowing men to momentarily escape their responsibilities [16][34]. Group 3: Economic Considerations - The affordability of noodle shops, with average costs around 20 yuan per meal, makes them an attractive option for middle-aged men who are increasingly budget-conscious [23][36]. - The article highlights how these noodle shops have become a staple in the lives of middle-aged men, often ranking among their top monthly expenditures [19][36]. - The consumption patterns indicate a shift towards seeking value and comfort in dining experiences, as opposed to more extravagant options [23][30].