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机器人何时能迎来自己的“DeepSeek时刻”?
虎嗅APP· 2025-10-24 09:53
以下文章来源于AGI接口 ,作者宋思杭 AGI接口 . AI卷起的财富风暴。 出品|虎嗅科技组 作者|宋思杭 如今,唐剑所在的北京人形机器人创新中心,公司一层是一个宽阔的机器人展厅,展厅布局更像一个具身智 能的"群英荟"。走到一半时,尚未见到"天工"机器人的身影——它似乎被刻意"留到后面"作为重头戏。 继续往前,是一面展示机器人发展历程的长墙;对面则是整齐排列的玻璃展柜,里面陈列着当下海内外最具 代表性的四款人形机器人,从左到右分别是特斯拉、Figure、宇树和智元。 编辑|苗正卿 头图|AI生成 距离唐剑离开学术界,已经过去七年。这七年里,他曾在自动驾驶的一线摸爬滚打,也亲眼见证了AI从"认 知"走向"行动"的关键转折。和许多从自动驾驶跨入具身智能的学者与工程师一样,唐剑的轨迹也并不意 外。 唐剑曾是美国雪城大学的终身教授,研究方向是"AI驱动的系统控制"。但在产业化的过程中,他逐渐意识 到:无论是自动驾驶还是人形机器人,要想在真实复杂的环境中真正落地,传统的基于数学建模的方法可能 无法实现,基于AI的经验驱动的控制更有希望成功,就像游泳运动员学游泳是一种基于经验的训练,而不是 先去学流体动力学。 在学术界 ...
野兽先生的金融赌局
虎嗅APP· 2025-10-23 23:59
Core Insights - The article discusses MrBeast's ambition to enter the financial sector with "MrBeast Financial," a platform that aims to provide services like crypto payment processing, microloans, and investment management, targeting the Z generation [4][5]. - It highlights the shift in trust dynamics between traditional banks and the Z generation, who prefer digital experiences over conventional banking [7][8]. - The article raises concerns about MrBeast's past controversies in the crypto space and how they may affect his credibility in the financial industry [13][14]. Group 1: Z Generation's Banking Experience - Traditional banks are losing relevance among younger generations, with only 16% of Gen Z expressing strong trust in them, compared to higher trust levels in older generations [7][8]. - Gen Z seeks a seamless integration of financial services with social experiences, valuing user-friendly app interfaces and responsive customer service over traditional trust symbols [9][10]. - Their skepticism towards traditional finance stems from witnessing the 2008 financial crisis and subsequent scandals, leading them to prefer recommendations from financial influencers [9][10]. Group 2: MrBeast's Unique Position - MrBeast has established a strong emotional connection with his audience, which he leverages to create trust through visible acts of generosity, such as cash giveaways [11][12]. - His collaboration with MoneyLion, where he successfully encouraged young users to download the app by offering substantial cash prizes, demonstrates his potential to convert audience engagement into financial service adoption [11][12]. - The article contrasts MrBeast's approach to trust with that of traditional banks, emphasizing the immediacy and visibility of his actions compared to the historical trust of banks [12]. Group 3: Regulatory Challenges - As MrBeast seeks to launch "MrBeast Financial," he faces significant regulatory hurdles, including scrutiny from the SEC and CFTC regarding compliance with securities laws and anti-money laundering regulations [26][27]. - The evolving regulatory landscape for cryptocurrencies in the U.S. presents both opportunities and challenges for MrBeast, as he must navigate a complex framework to establish his platform [24][25]. - His past controversies in the crypto space may complicate his efforts to gain regulatory approval and public trust, as regulators will assess his ability to protect consumer interests [27][29]. Group 4: The Trust Experiment - MrBeast's venture into finance represents a broader experiment in redefining trust in the digital age, where personal charisma and algorithmic amplification may replace traditional trust mechanisms [31][32]. - The outcome of this experiment could reshape the relationship between financial institutions and younger consumers, forcing banks to adapt their strategies to engage with Gen Z [32][33]. - If successful, MrBeast could pioneer a new model for influencer-driven financial services, while failure could reinforce the notion that trust cannot be manufactured without a solid ethical foundation [33][36].
早报 | 中美将在马来西亚举行经贸磋商;英特尔最新财报扭亏为盈;周杰伦2300万比特币投资翻车;安世中国驳斥荷兰安世不实言论
虎嗅APP· 2025-10-23 23:59
大家早上好!这里是今天的早报,每天早上,我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【英特尔公布最新财报,较去年同期扭亏为盈】 10月23日美股盘后,英特尔公布2025年第三季度财务数据和第四季度业绩指引。英特尔第三季度营收136.5亿美元,同比增加2.8%;第三季度经 调整毛利率40%,市场预估36.1%;第三季度调整后每股收益0.23美元,上年同期每股亏损0.46美元。英特尔预计第四季度营收128亿美元至138 亿美元;预计第四季度经调整毛利率36.5%;预计第四季度调整后每股收益0.080美元,市场预估0.10美元。 【普京:布达佩斯会晤更像是改期而非取消】 据央视新闻,当地时间10月23日,俄罗斯总统普京接受媒体采访时表示,美国对俄罗斯实施新制裁旨在对俄施压,但不会对俄罗斯经济产生重 大影响。 普京说,美国新制裁显然是不友好举动,无助于加强刚开始恢复的俄美关系。他强调,俄罗斯始终支持继续对话。同时他认为,如果俄美 能"就包括经济领域在内的长远未来展开严肃探讨,双方将在诸多领域拥有合作空间"。 就美国总统特朗普关于美俄领导人会晤的最新言论,普京说,他与特朗普16日通话时,是特朗普本人提议举 ...
连导航都要收钱,百年豪车巨头急了
虎嗅APP· 2025-10-23 23:59
以下文章来源于凤凰网财经 ,作者凤凰网财经 凤凰网财经 . 你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢 迎访问:http://finance.ifeng.com/ 本文来自微信公众号: 凤凰网财经 (ID:finance_ifeng) ,作者:凤凰网财经,头图来自:AI生 成 德国百年车企奔驰,最近的日子不好过。 据媒体日前报道,梅赛德斯-奔驰 (下称"奔驰") 近日正在实施其有史以来最大规模的裁员计划。截 至目前,已有约4000名员工接受遣散方案离职,其中资深管理人员最高可获得50万欧元 (约合人民 币412万元) 的补偿金。 消息还称,补偿金额度采用梯度设计,与职级、工龄直接挂钩。奔驰还特别设置了"加速奖金"激励员 工尽早决策。裁员是基于双方自愿原则,进入10月份已有员工拿"大礼包"后主动离职。 奔驰方面向凤凰网财经《公司研究院》回应称,上述消息中提及的4000名员工接受方案离职和赔偿 金相关信息不涉及中国市场,裁员3万人的数据也不准确。 虽然大裁员传言真实性有待考量,但百年车企奔驰,近年来在全球陷入转型失利、业绩低迷等困境, 已成事实。 一、销量业绩双受挫 ...
出海CEO选服务商时,都在想什么?| F&M抢先看
虎嗅APP· 2025-10-23 13:36
Core Insights - The article highlights the unprecedented growth of Chinese companies going global, with projections indicating that by 2024, the total scale of Chinese outbound enterprises will reach $2.17 trillion, accounting for 12.7% of GDP, and is expected to exceed $2.5 trillion by 2025 [4][5]. - The trend of going global is no longer limited to a few companies but is becoming a normalized practice, with 53.25% of A-share listed companies disclosing overseas business revenue as of September 2025 [4]. Industry Dynamics - The outbound service provider industry is rapidly expanding alongside the outbound trend, facing increasing competition and challenges such as geopolitical risks, localization issues, technological upgrades, and supply chain difficulties [5][6]. - The overseas markets targeted by Chinese companies are diversifying, with emerging markets in Southeast Asia, the Middle East, Africa, and Latin America becoming hotspots for expansion [6]. Service Provider Evolution - The industry is undergoing profound changes, shifting from single-point competition to ecosystem competition, where outbound services are viewed as a comprehensive system rather than isolated promotional activities [8][9]. - The requirements for service providers are becoming more stringent, with a focus on response speed, process integration, and the ability to provide full-chain services, which are seen as essential for success in international markets [10][11]. Selection Criteria for Service Providers - Companies prioritize the professionalism of service provider teams, including cross-cultural expertise and local legal/tax knowledge, to mitigate risks associated with cultural conflicts and legal issues [11]. - The depth of industry experience and the provider's resource network, including partnerships with local media, channels, and government institutions, are critical factors in the selection process [11][12]. - Responsiveness and risk management capabilities are also vital, with larger service providers often expected to offer dedicated teams and 24/7 global support [13]. Future Trends - The outbound business landscape is predicted to evolve towards compliance, precision, and localization, with service providers transitioning from mere outsourcing partners to strategic allies [13]. - The article mentions an upcoming benchmark list for the best service providers, aimed at helping outbound enterprises identify high-quality partners through systematic evaluation and in-depth research [13].
第一批AI受害者,是中小学语文老师
虎嗅APP· 2025-10-23 13:36
以下文章来源于快刀财经 ,作者快刀财经编辑部 快刀财经 . 欢迎关注这个洞察商业真相的公号。快刀财经,商业快媒体、思维孵化器、价值试验场和洗欲中心。 本文来自微信公众号: 快刀财经 ,作者:唐纳德,题图来自:AI生成 近两三年爆发的人工智能正在冲击人类几千年来的语文通识教育,首当其冲的是被誉为课堂上的"园 丁"的语文教师。 往小的点看,AI可能方便了学生,却惹恼和内卷了语文老师,甚至还对课堂上写满知识的黑板带来 不利。 我们来举一个刚发生在老师身上的例子。 "这篇《我的暑假》里的构思,有些模块化的写作,比如'蝉鸣把夏天泡成了橘子汽水'类似的句子, 上周刚在另一个学生布置的日记作业里见过,还有这篇文言文翻译,连'我对'的位置都有几个学生大 致一样。" 成都的李老师是一名小学语文老师,国庆回来后他对着电脑屏幕叹气,最近改日记,第一次觉得"批 改"变成了"侦探游戏",才发生了上述的感叹。 放大来说,这事儿的影响也不小。 站在更宏观的视角, AI对语文教育的冲击,可以归为教育领域传统范式与新兴生产力之间的必然对 话。如果有语文老师真怕自己被取代,那么我们反而要追问,"语文教育究竟要培养什么"这一核心 命题? 细节里无 ...
叶国富计划关闭重开80%门店,谁为“腾笼换鸟”买单?
虎嗅APP· 2025-10-23 13:36
Core Viewpoint - The article discusses MINISO's ambitious transformation plan, which involves closing and reopening 80% of its stores to shift from a retail-focused model to a cultural and creative one, aiming to increase the proportion of IP products from 50% to over 80% in the next 3-5 years [5][6][21]. Group 1: Transformation Strategy - MINISO plans to close nearly 6,000 stores as part of its "腾笼换鸟" (replace the old with the new) strategy, focusing on restructuring store models and product offerings [5][6]. - The new store model will upgrade smaller stores (under 200㎡) to larger thematic spaces (400-600㎡), with flagship stores like the 1,500㎡ "MINISO LAND" in Shanghai [6][14]. - The shift towards IP products is driven by the rising popularity of cultural and creative products, which have shown strong user engagement and high margins [6][10]. Group 2: Financial Performance - In recent quarters, MINISO has faced declining net profits despite revenue growth, with a reported 18.9% increase in revenue but a drop in adjusted net profit due to rising sales and distribution expenses [11][12]. - The company’s net profit has been under pressure, with the first quarter of 2025 showing a decline in net profit despite a 23.1% increase in total revenue [11][12]. - The acquisition of Yonghui for 6.27 billion yuan has strained MINISO's cash reserves and added financial costs, contributing to the pressure on profitability [11][12]. Group 3: Market Position and Challenges - The transformation poses risks, including potential loss of core customers who are accustomed to MINISO's low-price model, especially in lower-tier cities [7][20]. - The execution of the store closure and reopening plan will be gradual, which may lead to temporary disruptions in shopping experiences and affect brand reputation [7][20]. - The stability of the franchise system is crucial, as the transformation may lead to increased costs for franchisees, potentially resulting in a loss of confidence and a wave of franchisee exits if the transformation does not yield expected results [17][20]. Group 4: Future Outlook - The success of MINISO's transformation will depend on whether consumers are willing to pay a premium for IP products and whether franchisees can adapt to the new model [21]. - The company aims to balance its core value of high-quality, low-cost products with the new focus on IP, suggesting a strategy of maintaining cost-effectiveness while enhancing the customer experience through IP collaborations [21].
风靡全网的电子茅台,年轻人只租不买?
虎嗅APP· 2025-10-23 13:36
以下文章来源于新周刊 ,作者阿绿 新周刊 . 中国最新锐的生活方式周刊。 本文来自微信公众号: 新周刊 (ID:new-weekly) ,作者:阿绿,编辑:安菲尔德,题图来自:AI生成 "十一去趟迪士尼,感觉每个人都举着个运动相机。" 这年头,当你在旅游景区看到人们举着五花八门的拍摄设备时,千万不要觉得我们真的步入了人均自媒体时 代。 你懂的,拍摄打卡早已成为了人们记录生活、展示自己的方式,本质上和古人看到壮阔山河时念两句打油诗并 无不同;而人们手上拿着的、均价三四千的运动相机,也并非什么新"潮人刚需"。 当你还在因为满大街的运动相机而感叹,前前后后嘟嘴自拍的年轻人早已微微一笑,深藏功与名:这么美,那 么贵,何必自己花钱配。 在移动互联网几可满足一切消费需求的今天,买的还真不见得能有租的香? "20块一天,即租即用,立省三千。"爱旅游的白领小鱼告诉我们,她今年已经多次通过二手租借平台租借运动 相机,包括一度被调侃为"电子茅台"的大疆Osmo Pocket 3和"i人自拍神器"影石360 Go3S,以及这个品类的祖 师爷Go Pro。 目前,这些主流运动相机产品的售价,基本集中在2000元~3000元之间,相比 ...
“菜篮子”这样的工程奇迹,为何只出现在中国?
虎嗅APP· 2025-10-23 11:18
Core Viewpoint - The article emphasizes the significance of the "vegetable basket project" in China, which has transformed the country's food supply system, ensuring food security and diversity in vegetable availability, thus enhancing the quality of life for its citizens [4][42]. Time Scale - Historically, the northern Chinese diet during winter was characterized by monotony and scarcity, relying heavily on winter-stored vegetables like cabbage and potatoes, which reflected the harsh survival conditions [5][6]. - The evolution of dietary habits showcases the shift from a limited selection of winter vegetables to a more diverse and abundant supply, highlighting the progress made in food security [5][10]. Spatial Scale - Comparisons are drawn between China's vegetable supply and that of other countries, such as Germany and the Nordic countries, where vegetable variety is limited, especially during winter [8][9]. - China's vegetable production is projected to reach 800 million tons by 2025, accounting for over 50% of global output, showcasing its dominance in vegetable supply [10]. Vegetable Basket Project - The "vegetable basket project" was initiated in the late 1980s to address food supply shortages in urban areas, establishing a comprehensive system for production, distribution, and regulation to ensure food security [11][12]. - The project has undergone four phases, each focusing on different aspects of food supply and quality improvement, from establishing supply channels to enhancing agricultural technology and quality standards [13][21]. Phases of the Vegetable Basket Project 1. **First Phase (1988-1994)**: Focused on establishing supply channels and ensuring urban food security through the "vegetable basket" responsibility system for local governments [14][15]. 2. **Second Phase (1994-1999)**: Emphasized the development of facility agriculture to overcome seasonal limitations in vegetable production, leading to significant increases in production capacity [17][18]. 3. **Third Phase (1999-2009)**: Aimed at improving food quality and safety standards, introducing new vegetable varieties, and establishing a comprehensive quality management system [21][22]. 4. **Fourth Phase (2010-present)**: Focuses on optimizing the existing framework, enhancing logistics, and ensuring resilience in the food supply system, particularly highlighted during the COVID-19 pandemic [24][28]. Comparison with Western Countries - The article contrasts China's approach to food supply with that of Western countries, noting that China's government actively regulates and supports food supply systems, while Western models prioritize capital efficiency and profit maximization [31][32]. - The differences in political and market structures between China and Western countries have led to varying outcomes in food supply resilience and diversity [36][38]. Conclusion - The "vegetable basket project" represents a significant achievement in China's food security strategy, ensuring that citizens have access to a diverse and stable food supply, which has transformed dietary habits and improved quality of life [42][44].
电商奢侈品,告别自证时代
虎嗅APP· 2025-10-23 11:18
Core Viewpoint - The luxury goods market in China is undergoing a significant transformation with the introduction of comprehensive authentication processes by China Inspection and Certification Group (CCIC) in collaboration with Vipshop, marking a shift from post-purchase verification to pre-purchase authentication [2][12]. Group 1: Changes in Luxury Goods E-commerce - CCIC's entry into Vipshop's luxury goods warehouse signifies a new era where all high-end products will undergo thorough inspections before reaching consumers, ensuring authenticity [2][12]. - Previously, consumers relied on post-purchase verification methods, which often left them uncertain about the authenticity of their purchases [2][12]. - The new system will implement a three-step cross-verification process for all incoming luxury goods, fundamentally altering the purchasing experience for consumers [2][12]. Group 2: Trust and Credibility in Luxury Goods - The rise of counterfeit luxury goods has led to a crisis of confidence among consumers, with reports indicating that the visibility of counterfeit products in the Chinese market is six times that of genuine products [4]. - CCIC has emerged as a trusted authority in luxury goods authentication, positioning itself as a critical player in restoring consumer trust [5][12]. - The collaboration with Vipshop aims to enhance consumer confidence by providing a reliable authentication report for every luxury item sold [12][28]. Group 3: The Role of CCIC - CCIC is recognized as the only state-owned enterprise in the inspection, testing, and certification sector, serving as the "national team" in this field [9][10]. - The organization is seen as a gatekeeper for quality management, influencing the fair market value of luxury goods through its authentication reports [12][25]. - The rigorous training and certification process for CCIC's appraisers ensures a high level of expertise, with a pass rate of less than 10% for certification exams [11][29]. Group 4: Consumer Behavior and Market Dynamics - Consumers often question the authenticity of luxury goods when prices are significantly lower than expected, leading to skepticism about the reliability of e-commerce platforms [19][21]. - The perception of luxury goods being tied to high prices complicates consumer trust, as many are reluctant to believe that genuine products can be sold at steep discounts [19][21]. - The collaboration between CCIC and Vipshop aims to address these concerns by providing a credible third-party verification system, thereby enhancing consumer trust in the platform [25][28].