虎嗅APP
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“每个男人都需要有自己的喉结罩”
虎嗅APP· 2025-07-05 03:09
Core Viewpoint - The article discusses the emergence and cultural significance of the "Adam's Apple Cover," a satirical fashion item for men, reflecting contemporary gender discussions and societal norms [21][22][45]. Summary by Sections Cultural Significance - The "Adam's Apple Cover" is seen as a new fashion item for men, symbolizing a shift in gender dynamics and societal expectations [9][21]. - It serves as a parody of traditional gender roles, suggesting that just as women have clothing to conceal their secondary sexual characteristics, men should also have similar items [22][25]. Product Description - The item is essentially a piece of fabric designed to cover the throat area, primarily to hide the Adam's apple, and is suggested to be worn from puberty onwards [13][15]. - Different materials and styles are recommended based on the wearer's age and aesthetic preferences, with an emphasis on modesty in more conservative areas [16][18]. Market Trends - The Adam's Apple Cover has gained popularity, with businesses beginning to mass-produce it, often marketed alongside other fashion accessories [36][45]. - Prices for these items are generally affordable, around several dozen yuan, and they come in various styles and materials [36]. Gender Dynamics - The rise of the Adam's Apple Cover is linked to the broader trend of "gender-reversal" content on social media, which often critiques traditional male behavior through a female lens [49][50]. - This content has become a popular genre, with many female creators participating, leading to a surge in viewership and engagement [51][54]. Social Commentary - The article critiques the entertainment value derived from gender-based humor, suggesting that while it may provide temporary amusement, it perpetuates a cycle of inequality and resentment between genders [66][72]. - It raises questions about the effectiveness of such narratives in resolving deeper societal issues, emphasizing the need for more constructive dialogue rather than superficial entertainment [72][110].
差评无数的“深圳夏威夷”,每天却有过万人在“下饺子”?
虎嗅APP· 2025-07-05 03:09
以下文章来源于深圳微时光 ,作者白粥 深圳微时光 . 寻找深圳的每一寸惊喜。 饱受诟病的大梅沙,总是被贴上"不值得去"的标签,可每到周末和节假日,大梅沙又"至少有一亿 人"在下饺子。 根据官方数据, 大梅沙海滨公园的年接待游客数量超过了500万人次,平均下来每天1.36万人次。 大梅沙在深圳的风评永远那么两极化,有的人周周去"签到",有的人只剩调侃:"你的一句青春没有 售价,我在大梅沙被挤得不上不下""没体验过春运的可以来大梅沙"…… 我们挑选了一个平平无奇的周末,和上万人一起躺在大梅沙的沙滩上。抱着先入为主的批判心态,却 久违地感受到了大梅沙的疗愈和温情。 或许,游客来这里不是一种无可奈何的选择,大梅沙并不如想象中的那么不堪,而是游客们甘之如饴 的 "深圳夏威夷" 呢? 大梅沙,深圳人的精神布洛芬 本文来自微信公众号: 深圳微时光 (ID:szdays) ,作者:白粥,原文标题:《 "差评无数"的大 梅沙,为什么平均每天过万人在"下饺子"?》,题图来自:深圳微时光 "在大梅沙玩了一天,脚底板都黑了,不知道哪里的机油漏了,洗都洗不干净。" "大梅沙只有1次和0次,去了一次下饺子就再也不会去了。" "大肠杆菌超 ...
OpenAI对微软的“独立战争”
虎嗅APP· 2025-07-05 03:09
Core Viewpoint - The ongoing negotiations between OpenAI and Microsoft represent a significant shift in their relationship, moving from a collaborative partnership to a competitive standoff, primarily driven by conflicting interests regarding technology control, profit sharing, and future business strategies [1][9][19]. Group 1: Background and Initial Partnership - OpenAI and Microsoft formed a strategic partnership in 2019, with Microsoft investing $1 billion to support OpenAI's AI research and providing cloud computing resources [5]. - The relationship flourished during a "honeymoon period," highlighted by successful product launches like GitHub Copilot, which leveraged OpenAI's technology [6]. Group 2: Recent Developments and Tensions - Tensions escalated in 2023 following internal upheavals at OpenAI, leading to a loss of trust from Microsoft, which had invested over $13 billion [6][7]. - OpenAI's restructuring into a Public Benefit Corporation (PBC) aimed to facilitate new funding and an IPO, but required Microsoft's consent due to existing agreements [2][8]. Group 3: Key Negotiation Issues - The core disagreement centers around the "declaration of sufficient AGI," which would allow OpenAI to partner with other cloud providers, ending Microsoft's exclusive rights [3][13]. - OpenAI proposed a shift from profit-sharing to equity stakes, suggesting Microsoft could hold about 33% of the new PBC, but Microsoft preferred maintaining profit-sharing for stability [11][12]. Group 4: Strategic Moves and Future Implications - OpenAI is actively seeking to diversify its cloud partnerships, including agreements with Oracle and Google, to reduce reliance on Microsoft Azure [17][18]. - The potential for OpenAI to develop its own AI chips and the Stargate super data center project indicates a strategic move towards independence from Microsoft [18]. Group 5: Conclusion and Future Outlook - The negotiations reflect a broader power struggle in the AI industry, with both companies recognizing the stakes extend beyond financial terms to control over technology and market positioning [19]. - The outcome of these negotiations will likely reshape the future landscape of AI partnerships and competition, making it uncertain whether another collaboration like that of Microsoft and OpenAI will emerge [19].
最富的省,最穷的省,都绷不住了
虎嗅APP· 2025-07-04 13:50
Core Viewpoint - The article emphasizes that measuring economic prosperity should not rely solely on GDP totals, but rather on per capita GDP and per capita income as more accurate indicators of real development levels and wealth distribution in regions [3][4][5]. Summary by Sections Per Capita GDP - Per capita GDP is a measure of wealth creation capacity, while per capita income reflects residents' income levels [5][6]. - Jiangsu province has the highest per capita GDP among provinces, reaching 163,000 yuan, surpassing the threshold of 20,000 USD, while Gansu has the lowest at 53,000 yuan, about one-third of Jiangsu's level [9][10]. - The top five provinces by per capita GDP are Jiangsu, Fujian, Zhejiang, Guangdong, and Inner Mongolia, while the bottom five are Gansu, Heilongjiang, Guangxi, Guizhou, and Jilin [12][13]. - Industrial provinces generally have higher per capita GDP, while agricultural provinces tend to have lower figures, and energy-rich provinces fall in between [18][19]. Per Capita Income - Per capita income is a closer indicator of "people's wealth," with a national average ratio of per capita income to per capita GDP at 43.1%, varying from 35% to 57% across provinces [22]. - Zhejiang leads in per capita disposable income, surpassing Jiangsu, with a significant reduction in urban-rural income disparity [23][24]. - Resource-rich provinces like Inner Mongolia, Shaanxi, and Shanxi show a larger gap between per capita GDP and per capita income, as much of the income is concentrated in government revenues and corporate profits rather than benefiting ordinary workers [25][26]. High-Income Provinces - Only Beijing, Tianjin, Shanghai, Jiangsu, Zhejiang, Guangdong, and potentially Fujian meet the criteria for "high-income provinces," defined as having per capita GDP over 100,000 yuan and per capita income over 50,000 yuan [30][32]. - These provinces share characteristics such as being major economic contributors and having robust private sectors [34]. - The article notes that regions like Tibet and Qinghai benefit from transfer payments, which help improve their per capita metrics, while Gansu and Guizhou require more support from the national level [37][38].
国产GPU爆发,但“中国英伟达”言之过早
虎嗅APP· 2025-07-04 13:50
Core Viewpoint - The article discusses the recent IPO applications of two domestic GPU companies, Moore Threads and Muxi, highlighting their potential in the Chinese GPU market and the challenges they face in achieving profitability and market validation [3][4][5]. Group 1: Company Overview - Moore Threads and Muxi have submitted IPO applications, marking a significant step in the domestic GPU sector [3]. - Both companies are led by experienced teams, with Moore Threads' founder previously serving as NVIDIA's global vice president and Muxi's founder having a background at AMD [3][4]. - Pre-IPO valuations for Moore Threads and Muxi are reported at 24.62 billion yuan and over 21 billion yuan, respectively [4]. Group 2: Financial Performance - Moore Threads' projected revenues from 2022 to 2024 are 46.08 million yuan, 124 million yuan, and 438 million yuan, with net losses of 1.84 billion yuan, 1.67 billion yuan, and 1.49 billion yuan [5][6]. - Muxi's revenues for the same period are 426,400 yuan, 5.3 million yuan, 74.3 million yuan, and 32 million yuan, with net losses of 777 million yuan, 871 million yuan, 1.41 billion yuan, and 233 million yuan [5][6]. - Combined losses for both companies over the past three years total 8.2 billion yuan, which is typical for the chip industry due to high R&D costs [6][7]. Group 3: Market Position and Challenges - The current focus for domestic GPU manufacturers is to seek IPOs, especially as the market for GPU companies is becoming more challenging with the exit of many dollar funds [8][9]. - The recent reforms in the Science and Technology Innovation Board and the introduction of new listing standards for unprofitable companies provide a valuable window for GPU firms to go public [9]. - Both companies have made significant strides in product development, with Moore Threads launching four generations of GPU architectures and Muxi focusing on self-developed GPU IP and instruction sets [10][12]. Group 4: Product Development and Competitiveness - Moore Threads has developed a comprehensive product line, including AI computing, graphics rendering, and desktop graphics acceleration, with its MTT S80 desktop GPU performing comparably to NVIDIA's RTX 3060 [10][13]. - Muxi's products, such as the MXC500 and MXN100, show competitive performance metrics but still lag behind NVIDIA's offerings [12][14]. - Both companies face challenges in customer retention, with Moore Threads having low repeat purchase rates from clients, while Muxi's sales are heavily reliant on a few key distributors [17][21]. Group 5: Production and Supply Chain Issues - Both companies are Fabless and rely on foundries for production, facing potential supply constraints due to geopolitical factors affecting access to advanced manufacturing capabilities [23]. - The competition for limited foundry capacity, particularly with domestic players like SMIC, raises concerns about their ability to scale production effectively [23][24].
AI顶尖人才工资超过两个詹姆斯?他们以后还会拿更多
虎嗅APP· 2025-07-04 13:50
Core Viewpoint - The AI industry is increasingly resembling professional sports, with significant financial backing and high salaries for top talent, leading to a competitive landscape where talent acquisition is crucial for success [1][3]. Group 1: Talent Acquisition and Compensation - Major tech companies like Meta are offering exorbitant salaries and signing bonuses, with reports of offers reaching up to $100 million for top talent, comparable to the salaries of sports stars [2][5]. - The competition for AI talent has shifted from computational power to human capital, with the industry's narrative now focusing on the importance of top-tier talent rather than just computational resources [3][4]. - The value of top talent in AI is non-linear, with the best researchers being exponentially more productive than their peers, leading to a talent arms race among companies [5][6]. Group 2: Market Dynamics and Future Outlook - The current high salaries reflect a prepayment for future potential rather than compensation for realized value, indicating that the AI ecosystem's commercial value is still largely untapped [8][9]. - The market for AI talent is characterized by high liquidity, necessitating continuous and attractive compensation packages to retain key personnel [8][9]. - As the AI market matures, the potential rewards for successful talent acquisition could increase significantly, with the expectation that AI will become a multi-trillion dollar opportunity [9]. Group 3: Strategies for Smaller Companies - Smaller companies are employing strategies such as global recruitment and emphasizing non-monetary incentives to attract talent, avoiding direct competition with larger firms [10]. - Some companies are leveraging data analysis to identify untapped talent from adjacent fields, akin to the strategies used in sports to find undervalued players [10].
高通,被中国车圈“卷”飞
虎嗅APP· 2025-07-04 13:50
Core Insights - Qualcomm's historical performance in specific sectors often depends on external factors, as seen in the smartphone and PC markets, where partners like Samsung and Xiaomi played crucial roles in establishing Snapdragon's dominance [1][2] - In the smart automotive sector, the decision-making power has shifted to numerous Chinese players in the intelligent driving space, indicating a change in the dynamics of industry leadership [2][4] Qualcomm's Position in the Automotive Industry - Qualcomm's recent Automotive Technology and Cooperation Summit showcased a comprehensive map of the Chinese smart automotive industry, highlighting the involvement of various key players from OEMs to software partners [4] - Unlike its previous role in the smartphone era, Qualcomm now finds itself propelled by the strength of its Chinese partners, who are becoming the main drivers of the ecosystem [4] Chip Development and Market Dynamics - The newly released Snapdragon 8797 chip represents a shift from Qualcomm's traditional product positioning, serving as a flexible "integrated central computing platform" rather than a dedicated driving chip [7] - The Snapdragon 8797 boasts an estimated sparse equivalent computing power exceeding 700 TOPS, meeting the performance needs for both cockpit and driving functions [7] - Chinese partners are pushing for stronger AI performance, leading some to adopt the more powerful 8797 chip for cockpit solutions instead of the previously announced 8397 [7][10] Competitive Landscape - The competitive landscape is characterized by a mix of Qualcomm's and Nvidia's offerings, with Qualcomm's 8620 and 8650 chips becoming popular choices among traditional automakers seeking cost-effective solutions [12][14] - Despite Qualcomm's slower product rollout compared to competitors, its mid-tier advantages in cost and energy efficiency are notable, especially in the 100-250 TOPS range [14][15] Innovation and Market Strategy - The intense competition in the Chinese market is driving a global automotive revolution, with local companies rapidly advancing in areas like urban navigation assistance [18][19] - Major global players are increasingly focusing on the Chinese market, with strategies that involve local partnerships and independent operations to enhance competitiveness [20][21]
越南和日本:好孩子和坏孩子
虎嗅APP· 2025-07-04 10:30
Core Viewpoint - The article discusses the recent trade agreements between the United States and Vietnam, highlighting the differences in negotiation outcomes with Japan and the implications for U.S. trade policy under Trump [3][4][6]. Group 1: U.S.-Vietnam Trade Agreement - The U.S. has agreed to reduce tariffs on Vietnamese products from 46% to 20%, while imposing a 40% tariff on goods transshipped through Vietnam to the U.S. Vietnam will maintain zero tariffs on U.S. goods [3][4]. - The agreement reflects a broader strategy by the U.S. to maintain a competitive tariff differential with other countries, with a minimum differential of 8.2% and a maximum of 20% [6][15]. Group 2: U.S.-Japan Trade Negotiations - Japan's negotiations with the U.S. have stalled, with Japan insisting on comprehensive exemptions from tariffs, while the U.S. focuses on specific tariff rates [11][16]. - The U.S. has threatened to impose tariffs as high as 35% on Japanese goods, indicating a tougher stance compared to the agreement with Vietnam [10][24]. - Japan's position as a major investor in the U.S. has not translated into favorable trade terms, as the U.S. perceives Japan as a "spoiled ally" [11][24]. Group 3: Broader Implications for Trade Policy - The article suggests that the U.S. may adopt a phased approach to tariff negotiations, granting exemptions to countries making progress while applying pressure to those lagging behind [21]. - The potential for a trade agreement with India is highlighted, with India facing a 26% tariff and seeking a similar arrangement as Vietnam [18][19]. - The article notes that the U.S. is likely to be more flexible in negotiations with non-allied countries compared to traditional allies like Japan [17][21].
为什么《永乐大典》会成为阴谋论符号?
虎嗅APP· 2025-07-04 10:30
Core Viewpoint - The article discusses the phenomenon of "Western pseudohistory" and the belief that the "Yongle Encyclopedia" is a symbol of civilization superiority, reflecting a cultural defense mechanism in response to globalization and historical grievances [7][34][41]. Group 1: Historical Context - The "Yongle Encyclopedia," compiled during the Ming Dynasty, is presented as a monumental work that symbolizes ancient wisdom and knowledge [4][20]. - The belief that Western civilizations have fabricated their histories, particularly regarding ancient Greece, Egypt, and Rome, is central to the pseudohistory narrative [7][8]. Group 2: Cultural Phenomenon - The popularity of the "Yongle Encyclopedia" as a source of knowledge stems from a societal reverence for encyclopedias, particularly during periods of rapid social change and educational competition [21][22]. - The article highlights the historical context of encyclopedia consumption as a reflection of societal aspirations for knowledge and security during transformative periods [22][26]. Group 3: Psychological Drivers - The belief in the "Yongle Encyclopedia" as a source of all knowledge is linked to a collective desire for recognition and dignity in the face of cultural and historical challenges [34][35]. - The rise of pseudohistory narratives is seen as a coping mechanism for feelings of loss and insecurity in a rapidly changing world [34][37]. Group 4: Contemporary Relevance - The article notes a significant increase in videos promoting or refuting pseudohistory on platforms like Bilibili, indicating a growing interest in these narratives among younger audiences [37]. - The discussion emphasizes that engaging in pseudohistory may not effectively address the underlying issues of cultural identity and historical understanding [38][41].
“电子垃圾三件套”,捞了中国男人几百亿?
虎嗅APP· 2025-07-04 10:30
Core Viewpoint - The article discusses the evolving consumer behavior of men, particularly in the context of gaming peripherals, highlighting the increasing demand for high-end keyboards, game controllers, and RGB lighting as a reflection of their interests and spending habits [3][79]. Group 1: Market Overview - The Chinese keyboard market is projected to reach approximately 15 billion yuan by 2025, with expectations to double to 30 billion yuan within five years [80]. - The gaming controller market in China is emerging rapidly, with a significant sales spike following the release of the game "Black Myth," where daily sales exceeded 4 million yuan shortly after launch [82]. - High-end products in the gaming peripherals sector contribute disproportionately to revenue, with high-end keyboards accounting for nearly 30% of sales despite only representing 15% of total volume [83]. Group 2: Product Characteristics - Keyboards are increasingly valued for their weight and sound quality, with heavier models being preferred for their tactile feedback and stability during use [15][26]. - The sound produced by mechanical keyboards has evolved, with a trend towards richer, more satisfying auditory experiences, often referred to as "HiFi" sounds in the gaming community [32][36]. - Game controllers are becoming more customizable, with features that allow users to adjust sensitivity and button configurations to suit different gaming scenarios [54][56]. Group 3: Consumer Behavior - The article emphasizes that men's purchasing decisions for gaming peripherals are driven not only by functionality but also by the emotional satisfaction derived from owning and customizing these products [78][130]. - The act of modifying and personalizing gaming equipment provides a sense of control and fulfillment, allowing consumers to express individuality and creativity [128][134]. - The phenomenon of "geek culture" surrounding gaming peripherals encourages consumers to invest heavily in high-end products, often leading to significant financial outlays for customization and upgrades [89][93].