Core Viewpoint - The article discusses Apple's recent product launch and its implications for the company's AI strategy, highlighting the contrast between impressive hardware innovations and the underwhelming progress in AI capabilities, particularly with Siri [1][4][5]. Group 1: Product Launch Highlights - Apple's new iPhone Air features a remarkably thin design at 5.64 mm, crafted from aerospace-grade titanium, showcasing Apple's industrial design prowess [3]. - The launch event was marked by excitement and applause, reinforcing Apple's reputation for innovation in hardware [3]. Group 2: AI Strategy and Challenges - Apple's ambitious AI vision for 2024, which promised a unique integration of AI with personal data while prioritizing privacy, has not materialized as expected [7][8]. - User feedback on Apple Intelligence has been mixed, with many features described as convenient but lacking the transformative impact that was anticipated [8][11]. - The promised overhaul of Siri, envisioned as a powerful assistant capable of complex tasks, remains unfulfilled, leading to concerns about Apple's competitiveness in the AI space [8][11]. Group 3: Competitive Landscape - As Apple struggles with its AI advancements, competitors like Google have made significant strides, leading analysts to believe that Apple is falling behind in the AI race [11]. - Reports suggest that Apple may seek to leverage Google's Gemini model to enhance Siri, highlighting a potential reliance on competitors for AI capabilities [11]. Group 4: Current AI Features - The most utilized AI features in Apple products include writing tools for grammar and tone adjustments, priority notifications for managing alerts, and audio transcription for meetings [14][16][18]. - Creative tools such as photo cleanup and image generation are also popular, but these features are seen as basic compared to the more advanced AI capabilities offered by competitors [20][22][25]. Group 5: Hardware Innovations as AI Solutions - Apple is exploring hardware innovations, such as the new AirPods Pro 3, which incorporate AI for real-time translation and health monitoring, as a way to enhance the AI experience [28]. - The Apple Watch Series 11 utilizes AI for background health monitoring, demonstrating a shift towards integrating AI into wearable technology [30][33]. Group 6: Future Outlook - The article concludes that while Apple maintains a strong position in hardware, its AI strategy may be misaligned with the evolving demands of the AI landscape, which favors rapid iteration and open services [34][35]. - The disparity between Apple's hardware excellence and its AI capabilities raises questions about the company's future in the AI domain [36].

Core Viewpoint - The article discusses the dual challenges faced by founders in balancing company survival and quality management, highlighting the case of Super Monkey, a pioneer in the Chinese fitness industry, which successfully navigated multiple crises while maintaining high user and team recognition [2][8]. Group 1: Company Challenges and Strategies - Founders often confront two main questions: "Can the company survive?" and "Can it thrive after survival?" which involve cash flow, personnel, decision-making, quality, innovation, and culture [2]. - Super Monkey has managed to survive and thrive through challenges such as the pandemic, expansion missteps, and cash flow crises, maintaining high recognition among users and teams [2][8]. Group 2: Course Insights and Methodologies - The course will cover the founder's rapid decision-making and key choices, providing replicable management tools and practical governance methods, including how to establish safety and replicability through standards and systems [3][9]. - The course emphasizes the importance of corporate culture, illustrating that it is embedded in every decision and crisis, rather than just being a slogan on the wall [3][9]. Group 3: Practical Governance Tools - The course will introduce effective governance tools such as a quality control system, standards for good classes, and a KPI system for evaluating coach value, all of which are original and validated practices from Super Monkey [7][9]. - It will also explore how to activate individual sincerity and passion within the organization, using models to build a vibrant organization [9]. Group 4: Philosophical Reflections - The course will share deep reflections on the relationship between the quality of life for entrepreneurs and the health of the company, redefining what it means to "thrive" in business [9][10]. - It will address critical questions regarding the essence of thriving, crisis management, and the role of external expertise in company dynamics [10].

从商业角度看，泡泡玛特的成长故事为创业者们提供了一种新的解题思路。显示出在产品功能趋同、渠道同质化的今天，真正的竞争优势往往不再来自"效 率"或"性能"，而是来自对人类情感的理解和共鸣。 在过去一年里，泡泡玛特频频登上热搜。从LABUBU引爆全球潮玩市场，到北京泡泡玛特城市乐园一票难求，再到最新财报显示，公司2025年上半年营收已超越 去年全年总和。 这一连串高光时刻，不仅让泡泡玛特成为投资者眼中的明星企业，更令公众好奇：一家看似"卖玩具"的公司，究竟凭什么能在短短十余年间，从小众潮流走向国 际舞台？ 答案或许不在于"玩具"，而在于"情绪"。 盲盒的不确定性所带来的猎奇与愉悦，LABUBU形象所唤起的共鸣与陪伴，同好社群所构建的归属与身份标签，这些都成为支撑其商业模式不断扩张的底层逻 辑。 为什么情绪价值变得如此珍贵？ 上周六的课程中，混沌创新领教、欧瑞吉国际创始人&CEO张乐用"一"思维深刻剖析了泡泡玛特为什么能取得今天的成就。 她不仅为创业者们提供了一条值得借 鉴的路径：如何在物质过剩的时代，通过洞察情绪构建可持续的商业竞争力。更为大家揭示了，情绪价值背后的底层成因。 扫描海报二维码 学习完整课程 物质过 ...

混沌正在与全国各地的同学、企业，一起探索 AI 落地的真实场景。 前不久，我们与混沌哈尔滨学习中心的三位共建者：老孟、兰琦、萧军展开了一场对话。 老孟、兰琦、萧军三人分享了他们如何在混沌彼此遇见，在东北这片黑土地上打造出一个值得创业者信任的学习场域。 截至 2025 年 9 月，混沌 AI 首批城市学习中心已在哈尔滨、重庆、天津、青岛四座城市正式启动。 这三位共建者，本身也是创业者，在各自的行业取得了不错的成绩： 孟思岐（老孟）是大健康与社群运营领域的跨界实践者，深耕滋补品行业并通过私域 与社群构建了精准的商业转化闭 环； 兰琦是 国双影像行业的头部品牌领军者 ，打造全国600余家门店的连锁规模，并构建了个人品牌赋能商业的完整 闭 环； 萧大侠 （ 萧军 ）是途家民宿官方签约讲师， 住宿业新业态践行者，轻资产高效托管运营800间房源，实现90%超高出租率与快速成本回收的行业 标杆。 在他们描述各自经历和言语之间，我们不仅看到了创业者的梦想与坚守，也看到了东北大家庭氛围带给他们彼此成就的力量。 三位东北老铁的混沌奇缘 兰琦追混沌的课已经追了 10 年，去年她带着两个妹妹参加了混沌游轮大课。 尽管过去十年间业务顺 ...

Core Viewpoint - The emergence of AI is likened to a beacon of hope in challenging economic times, presenting both opportunities and challenges for individuals and organizations to navigate this evolving landscape [3][4]. Group 1: Role of Educators - Educators are portrayed as essential figures in the transmission of knowledge and innovation, akin to Prometheus bringing fire to humanity, shaping minds and fostering curiosity [5][6]. - The narrative emphasizes that without educators, the transfer of both practical skills and abstract thinking would be impossible, highlighting their critical role in society [8][9]. - The impact of educators is illustrated through examples, such as Steve Jobs finding inspiration in a calligraphy class, which influenced Apple's design philosophy, showcasing the profound effect of teaching on innovation [5][10]. Group 2: Innovation and Knowledge Transfer - The text discusses the importance of effective knowledge transfer across generations, with educators serving as mediators in this process, even in the face of technological limitations [6][10]. - The mention of "Chaos" as an educational platform indicates a growing movement of innovative teaching, with over 600 educators contributing to the development of creative thinking among millions of students [10].

今年中国互联网行业最引人注目的非"外卖大战"莫属，美团、阿里巴巴和京东三大巨头在即时零售领域展 开了规模空前的竞争。 合计投入了超过 300 亿元补贴，导致三家企业利润均出现大幅下滑，少赚超过 200 亿元。这场战争已经 将市场格局从美团的 74% 市场份额主导变为 美团 65% 、阿里 28% 、京东 7% 的三足鼎立局面。 据央视新闻客户端消息，今天的 市场监管 总局召开的例行发布会上 ， 新闻发言人王秋苹表示市场监管总 局 已约谈主要外卖平台。 那么，这场尚未结束的商业大战，谁会成为最后的赢家呢？ 文/ 俊杰 混沌商业研究团队 即时零售已经从最初的餐饮外卖应急需求，快速向全品类全场景的日常高频消费渗透。覆盖生鲜食饮、日 用百货、数码家电乃至医药健康等多元化商品。 据相关行业报告显示，我国即时零售规模将持续扩大。预计 2025 年即时零售市场规模将 突破 1 万亿元 大关 。 商务部研究院发布的《即时零售行业发展报告（ 2024 ）》显示， 2023 年我国即时零售的总规模达到 6500 亿元， 5 年增长 9.46 倍，在整体网络销售额中的占比达到 4.2% 。 即时零售的爆发式增长背后是消费者习惯 的 ...

Core Viewpoint - The article emphasizes that AI is not meant to replace humans but to liberate them, allowing a rediscovery of true values such as creativity, empathy, and innovative thinking [2]. Group 1: AI's Impact on Industries - Various industries are undergoing unprecedented transformations due to AI, which is lowering innovation costs and enabling previously unrealistic ideas to become feasible [2]. - Examples of ambitious ideas include designers wanting to create packaging that adapts to user emotions, programmers aiming to develop apps that understand local dialects, and teachers wishing to design customized courses that reflect local culture [2]. Group 2: Encouragement for Discussion - The article invites industry professionals to share their insights and dreams about how AI can reshape their respective fields, fostering a collaborative discussion on the potential of AI [3].

像素绽放 PixelBloom （ AiPPT.com ）创始人 &CEO 赵充在混沌的课堂上这样讲到。 "我们的目标是在 12 个月之内干到 AI PPT 赛道的全球第一。" 8 月 30 日，像素绽放 PixelBloom （ AiPPT.com ）创始人 &CEO 赵充做客混沌直播间，分享课程《 AI 时代的 生存法则：在巨头缝隙中野蛮生长》，为大家讲述了 AiPPT.com 20 个月从 0-2000 万用户的故事。 课程里，赵充的表达很真挚，他说我 不讲 AI 的想象力，不讲 AI 的宏大叙事，不讲如何用 AI 降本增效，只讲 如何用 AI 来创业 。他把 AiPPT.com 这款产品从 0 到 2000 万用户的整个流程全部拆解，毫无保留地分享给了 大家。 这不是吹牛，因为在 AI PPT 赛道 AiPPT.com 的市占率已经是全球第二，且它还在飞速增长中。 以下课程笔记近占课程内容的五分之一，完整内容请前往混沌 APP 观看。 赵充坚信出海也没有那么难，很多人以为没机会，是因为没用对"显微镜"，一厘米宽的地方也能做到 100 米 深。 扫描下图二维码，观看完整课程 赵充是一名连续创业者，也是混 ...

Core Viewpoint - The article discusses the geopolitical implications of AI talent competition, emphasizing that the true competition lies in the ability to attract and retain top talent rather than just technological advancements [5][17]. Group 1: AI Talent and Geopolitical Dynamics - Anthropic, a prominent AI company, has ceased services to "Chinese-controlled companies" due to legal and regulatory risks, highlighting the growing tensions in the AI sector [2][3]. - Huang Renxun, founder of NVIDIA, pointed out that 50% of global AI researchers are of Chinese descent, indicating a significant talent pool that the U.S. must consider in its strategic planning [6][8]. - The Hill & Valley Forum, established to address the strategic challenges posed by China's technological rise, serves as a platform for U.S. policymakers and tech leaders to discuss national security and AI [7][8]. Group 2: AI Research and Development Landscape - A report by Digital Science indicates that China produces nearly half of the world's AI research papers, establishing itself as a leading force in AI research [9]. - Chinese institutions like the Chinese Academy of Sciences and Tsinghua University have surpassed renowned U.S. institutions in AI paper citations, showcasing the quality of Chinese AI research [9][11]. - Despite the strong talent pool in China, many Chinese AI experts contribute to breakthroughs in U.S. companies, leading to a geographical disconnect between talent supply and value creation [11][12]. Group 3: National Strategies and Talent Flow - The U.S. government has implemented policies to restrict the flow of high-end tech talent, particularly targeting Chinese researchers, to protect national security and maintain technological dominance [8][13]. - China faces challenges in retaining its top talent, as many trained professionals contribute to U.S. technological advancements, raising concerns about the loss of strategic resources [13][14]. - The competition for AI talent has escalated to a national strategic level, with both countries recognizing the importance of controlling talent flow to secure technological advantages [13][17]. Group 4: Future of AI Ecosystem - The article suggests that the future AI landscape may become fragmented due to geopolitical tensions, leading to different AI ecosystems shaped by regional values and market needs [15][16]. - Companies are advised to adopt a global perspective in their talent strategies, establishing flexible organizational structures to mitigate geopolitical risks [16][17]. - The competition for AI talent is expected to intensify, with the ability to attract and retain top talent becoming a critical factor in determining future technological leadership [17].

Core Insights - The article discusses the transformation of the cryptocurrency world into a significant player on the global financial stage, marked by three interconnected events: Circle's IPO, the signing of the GENIUS Act, and Hong Kong's push to become a Web3.0 hub [2][3][4]. Group 1: Key Events - Circle's IPO on the New York Stock Exchange, symbolizing the acceptance of stablecoins in traditional capital markets, saw its stock price surge over 168% on the first day [2]. - The signing of the GENIUS Act by President Trump established a clear regulatory framework for the stablecoin market, which has reached several hundred billion dollars [3]. - Hong Kong's implementation of the Stablecoin Regulation aims to attract top digital asset companies, marking the beginning of a global competition for financial influence [3]. Group 2: Blockchain Fundamentals - Blockchain is described as a "trust machine" that allows for the recording and confirmation of facts without relying on centralized intermediaries [8]. - The three revolutionary features of blockchain are decentralization, immutability, and transparency, enabling secure and trustworthy value exchanges among unknown individuals [11]. - Consensus mechanisms like Proof of Work (PoW) and Proof of Stake (PoS) are essential for the security and operation of blockchain networks, with PoS being more energy-efficient and environmentally friendly [12][13]. Group 3: Evolution of Digital Assets - The distinction between coins (native cryptocurrencies) and tokens (secondary assets built on existing blockchains) is crucial for understanding their respective roles in the ecosystem [21]. - Stablecoins emerged to address the volatility of cryptocurrencies, aiming to maintain a stable value by pegging to fiat currencies like the US dollar [23]. - The article outlines three main paths for stablecoin implementation: fiat-collateralized, crypto-collateralized, and algorithmic stablecoins, each with its own business model and risk profile [24][29][30]. Group 4: Centralized vs. Decentralized Exchanges - Centralized exchanges (CEX) operate similarly to traditional banks, providing user-friendly interfaces and high liquidity, but come with risks such as asset custody and regulatory compliance [41][44]. - Decentralized exchanges (DEX) allow for peer-to-peer trading without intermediaries, offering greater privacy and control over assets, but with complexities in user experience and potential security risks [45][49]. - The future trend is expected to be a fusion of CEX and DEX, leveraging the strengths of both to cater to different user needs [51]. Group 5: Real World Assets (RWA) - RWA refers to the tokenization of traditional assets on the blockchain, enabling greater liquidity and accessibility for investors [53][56]. - The tokenization of real-world assets is seen as a key driver for the next wave of growth in decentralized finance (DeFi), with the potential to unlock trillions of dollars in value [56]. - The rise of RWA presents a paradox where DeFi must accept some level of centralization and reliance on traditional legal frameworks to ensure asset value and ownership [60]. Group 6: Regulatory Landscape - The year 2025 is anticipated to be a pivotal moment for global regulatory frameworks surrounding cryptocurrencies, particularly stablecoins, with the US and Hong Kong leading the charge [63].