美国东部时间 6 月 9 日，2025 年苹果开发者大会正式开幕。 虽然今年的 WWDC 大会依旧吸引了全球目光，但在 AI 这一最受瞩目的竞赛场上，苹果并没有拿出太多「让 人眼前一亮」的终端功能。不少人原本期待今年的 Siri 能够全面升级，但现实是 AI 加持的 Siri 又跳票了。不 过，这并没有妨碍苹果更新部分 AI 功能套件，以及向第三方开发者开放自家的 AI 基础模型。 根据了解，苹果在开放基础模型的同时，也推出了相关的配套框架和一整套可供开发者运用设备端 AI 技术的 软件开发工具。通过这项举措，外部开发者可以基于苹果 Apple Intelligence 的大语言模型——也就是苹果赖以 开发写作工具、自定义表情符号和信息摘要功能的相同技术，在自己的应用中构建或集成 AI 功能。 虽然和同行一样，苹果也推出了自己的 AI 产品——Apple Intelligence，他们也曾对外表示，将要彻底重塑 Siri。但现实情况是，他们此前的新闻摘要功能因为存在错误被暂停使用；Genmoji 定制表情符号工具生成的 图像，有时与宣传中展示的严重不符；而 Siri 的升级更是一拖再拖，甚至成为部分用户发起集 ...

Group 1 - The podcast "Knock Knock World" is a collaboration between "Sounding Alive" and "One Tenth," aimed at unlocking global fresh news for young audiences [6] - The first season of "Knock Knock World" is scheduled to run from March 25, 2025, to March 24, 2026, with a price of 365 yuan [7] - The podcast updates every Monday, Wednesday, and Friday at 6:00 AM, with each episode lasting 10 minutes [6] Group 2 - The podcast is available on major audio platforms, including Apple Podcast, Himalaya, NetEase Cloud Music, and QQ Music, and can be purchased via the Xiaoyuzhou App [8]

本期内容转载自公众号「十分之一信箱」 鞋子上随处可见的 BOA 旋钮 到底是个什么「黑科技」? 01 童鞋和滑雪靴,听起来完全不搭边啊,但 是,滑雪靴,正是 BOA 最开始使用的地 方。 02 BOA 的名字居然就是「蟒蛇」? 03 Vans 在滑板鞋领域,已经是全球最知 名的品牌之一了,一个名气这么大的品 牌,怎么会选择和一家「一人公司」合作 呢? 04 BOA 闭合系统现在用的「旋钮 + 细线」 的组合,其实在医疗器械里早就有类似 的设计。 Hi 亲爱的朋友！ 播客「Knock Knock 世界」昨天已经更新到第 31 期了。继续来看看过去两周都我们为你敲开了哪几扇门？ 原来 AI 也会「口渴」! 为什么 AI 的发展这么费水? 「没有牛命」的人工智能也就是 AI,在被 卖掉公司有些「闲」的创始人 Garv,给自 05 己先做了一双有 BOA 雏形的滑雪鞋, 于是觉得也许这是下一个创业机会。 06 创业有些受挫的 Gary,到处闲逛找人聊 天,从一个自行车配件厂商那里找到了 BOA 商业模式的灵感。 到处被说「不靠谱」的 Gary 是怎么在中 07 国找到突破口的?又是如何从突破发展 到今天成为人人争着要 ...

Core Viewpoint - The article emphasizes the importance of leaving unstructured time for both children and adults, arguing that this time is essential for exploration, creativity, and personal growth, rather than solely focusing on productivity and measurable outcomes [1][2][3]. Group 1: Structured Time and Its Impact - The increasing structuring of time in children's lives leads to a reduction in their free time, which is crucial for their development and exploration [3][4][6]. - Adults' perceptions of time management are often transferred to children, resulting in a cycle where both groups feel pressured to maximize productivity [5][6][10]. - Over-structured time can lead to negative growth effects in children, as they miss opportunities for social interaction and self-discovery [7][8][9]. Group 2: The Role of Parents and Society - Parents often impose their own time management beliefs on children, expecting them to demonstrate productivity and outcomes from their activities [9][10][13]. - The societal expectation for children to be constantly engaged in structured activities reflects a broader anxiety about time management and productivity [12][13][20]. - There is a call for a shift in perspective, where parents and society should focus on exploring and discussing the quality of time spent rather than merely managing it [20][21]. Group 3: The Value of Unstructured Time - Unstructured time allows children to engage in self-directed exploration, which is vital for developing problem-solving skills and confidence [14][28][29]. - The article highlights that children learn to navigate uncertainty and develop social skills during unstructured play, which is often overlooked in favor of structured activities [14][22][28]. - The importance of allowing children to experience "useless" time is emphasized, as it fosters creativity and personal growth [34][35].

Core Viewpoint - Miniso, founded by Ye Guofu, has rapidly expanded its store network but is now facing growth challenges and declining profits despite increasing revenue [2][14]. Group 1: Company Background and Expansion - Ye Guofu established a jewelry chain called "Aiya Ya" in 2004, which peaked with over 3,000 stores but faded due to e-commerce competition and lack of product differentiation [1]. - In 2013, Miniso was launched using a similar model, focusing on a wide range of home goods, and quickly expanded to 7,488 stores by March 2023, with over 3,200 located overseas [2][5]. Group 2: Business Model and Revenue Generation - Nearly 99% of Miniso's 4,275 stores in mainland China are franchise stores, with the top 50 franchisees operating half of the total stores [5]. - The franchise model allows Miniso to maintain revenue growth by providing management services while franchisees cover initial investments and operational costs [5][6]. Group 3: Challenges and Market Saturation - Miniso is experiencing a "growth bottleneck," with revenue growth not translating into profit, leading to an 18% drop in stock prices following the release of its Q1 financial report [2][6]. - The over-reliance on new store openings has created a cycle of losses due to market saturation and increased competition among franchisees [6][7]. Group 4: International Expansion and Strategy - To combat domestic market saturation, Miniso is focusing on international markets, initially in Southeast Asia, and has shifted to a direct operation model in regions outside Asia [7][8]. - The company is also investing in larger, higher-end stores to enhance brand image, which has increased operational costs [8]. Group 5: Product Strategy and IP Utilization - Since 2022, Miniso has shifted its strategic focus towards IP-related products, which can increase customer purchase frequency and average transaction value [9][11]. - However, reliance on external IP licensing has led to rising costs, with over 100 million yuan spent on licensing in Q1 2023 [9]. Group 6: Adjustments and Future Directions - Miniso is implementing a "close small stores, open large stores" strategy, having opened around 100 large stores that generate three times the average sales of regular stores [11]. - The company is also expanding its TopToy brand internationally and has partnered with Meituan for its lightning warehouse business to enhance operational efficiency [13][14].

Core Viewpoint - IFBH, the parent company of "if" coconut water, has rapidly captured the Chinese market, achieving a revenue of over 1.1 billion RMB in 2024, with a year-on-year growth of approximately 80% [1]. Market Position and Strategy - As of now, "if" holds a 34% market share in China's coconut water market, significantly outperforming its closest competitor, Vita Coco, by more than seven times [1]. - The brand initially entered high-end supermarkets in first-tier cities to establish its image as an "imported health drink," but shifted to more accessible channels like convenience stores from 2019 onwards, offering smaller, more affordable packaging [2][4]. Competitive Landscape - The coconut water market in China has over 50 competing brands, including traditional beverage companies and new tea brands, leading to intensified price competition [8]. - Despite "if" achieving a peak market share of around 55% in Q1 2024, it has faced fluctuations, dropping to approximately 30% by Q4 2024, indicating increasing competitive pressure [8]. Supply Chain and Cost Structure - "if" benefits from a light asset operation model, outsourcing production and logistics, which allows the company to focus on brand building and marketing [4]. - The sourcing of all coconut raw materials from Thailand provides a cost advantage of about 18% compared to competitors, due to favorable growing conditions [4]. Marketing and Brand Development - The brand's marketing expenses surged from $1.8 million in 2022 to $7.35 million in 2023, with significant sales boosts from collaborations with influencers and celebrities [5]. - Collaborations with popular IPs like Pop Mart's Crybaby have enhanced the brand's appeal among younger consumers [5]. Financial and Operational Challenges - The company's reliance on coconut water for over 90% of its revenue poses risks related to changing consumer preferences and market saturation [9]. - The concentration of supply chain operations in Thailand raises concerns about vulnerability to agricultural disruptions, such as climate change or political instability [9]. Investment and Future Outlook - IFBH's recent investment from Aquaviva, which involved a $17.5 million stake for 11.11%, has made the company's IPO a critical objective to avoid financial strain and potential negative market perceptions [10].

Group 1 - The podcast "Knock Knock World" is a collaboration between "Sound Alive" and "One Tenth," aimed at unlocking global news for young audiences [10] - The first season of "Knock Knock World" is available on major audio platforms, with three free trial episodes, and runs from March 25, 2025, to March 24, 2026, priced at 365 yuan [10] - The podcast updates every Monday, Wednesday, and Friday at 6:00 AM, with each episode lasting 10 minutes [10] Group 2 - The article discusses the curiosity of young listeners and the various topics they are interested in, such as the principles of sunscreen and the dynamics of group classes in fitness centers [7][6] - It raises questions about societal issues, such as the retirement age in Denmark and China, and the implications of these changes on the workforce [8]

本期内容转载自公众号「十分之一信箱」 Hi 亲爱的朋友！ 播客「Knock Knock 世界」昨天已经更新到第 28 期了。继续来看看过去两周都我们为你敲开了哪几扇门？ 小差,不是因为他们不听话或者不够努 力,而是因为他们的大脑运作方式和一 般人会有些不同——这种特殊的情况在 医学上被叫做 ADHD,也就是「注意力 缺陷多动障碍」。如果没有专业的治疗或 者辅导,有 ADHD 的孩子很难像人们期 待的那样控制自己的行为 03 那怎么知道谁是 ADHD,谁是有一般的 「坏习惯」呢?ADHD 是怎么确诊的? 根据 2020 年发布的数据,我国儿童中 , __ _ _ _ 确诊 ADHD 的有 2300 万人,患病率为 6.26%,也就是说一个班 50 个人的话, 其中有 3 个可能是 ADHD。这还不包括 那些没有去看医生确诊的孩子。 05 治疗 ADHD 并不是要消灭他们的「不一 样」,而是要帮助他们适应自己的「不一 样」、借助它的特点发挥好自己的天赋。 甜蜜的代价:为什么可乐等「快乐糖水」 会被单独征「糖税」? 你平时喜欢喝饮料吗?你有没有注意过 01 你买的饮料中含不含糖、含多少糖呢?就 在5月初,英国政府宣 ...

说到「沃尔玛」，很多人第一时间想到的，可能都是它遍布全美的实体大卖场，或者「山姆会员商店」。自 1962 年开设第一家门店以来，沃尔玛始终专注于实体零售经济，凭借「天天低价」的承诺，成为中低收入美 国人的首选零售商，并在 1990 年登顶美国零售业榜首。 其实，沃尔玛对电商的探索可以追溯到上世纪。1996 年，沃尔玛上线了自己的在线商店，但业内普遍认为这 更像是一场实验，而非长期战略。尽管后来成立了电商部门、收购相关企业，沃尔玛的重心依然放在实体零 售。 正如《财富》杂志所说，沃尔玛长期陷入「创新者的困境」——作为线下零售巨头，他们担心电商业务长期需 要现金流补贴，会蚕食本已成熟的实体零售，因此在电商探索上显得保守。这也让「亚马逊」抓住机会，成为 电商领域的一家独大。 ▲ 图源：华尔街日报 eMarketer 的分析师指出，在疫情爆发之前，沃尔玛的电商业务发展缓慢。但疫情开始后，美国消费者大规模 转向线上购物，这打破了沃尔玛内部「门店优先」的既得利益格局，也倒逼他们打通线上线下，迫使他们改造 并利用现有门店网络来满足飙升的在线订单需求。 《经济学人》认为，沃尔玛的最大优势就是 实体布局 。行业数据显示，沃尔玛 ...

Core Viewpoint - The article announces the launch of three paid audio programs by the company on the "Kang Lixiang" app, highlighting a collaboration that enhances content quality and user experience [1][5]. Group 1: Program Launch and Features - The three audio programs launched are "Not Just Money," "Jump into the Rabbit Hole Season 3," and "Knock Knock World," which are now available on the Kang Lixiang app [1]. - The design team from Kang Lixiang has created new covers and merchandise for the programs, aligning them with the brand's style [1]. - "Knock Knock World" offers a customized electronic "heart card" for listeners, allowing them to write personal messages for children, along with a collectible "cool adult" ticket [3]. Group 2: Content Optimization and Collaboration - The company collaborated with the Kang Lixiang editorial team to optimize content, including a re-recorded introduction for "Not Just Money" and the addition of relevant episodes from previous seasons of "Jump into the Rabbit Hole" [5]. - The collaboration is described as a "re-release," emphasizing the attention to detail and professionalism from the Kang Lixiang team [5]. Group 3: Promotional Activities - To celebrate the launch, the company and Kang Lixiang are offering a promotion where listeners can access eight selected paid programs for free for seven days by entering a redemption code [6]. - The selected programs cover various fields such as economics, sociology, communication, and psychology, addressing contemporary issues like anxiety and societal changes [6]. - The promotion is limited to 10,000 users, encouraging early participation [7].