Workflow
虎嗅APP
icon
Search documents
带货1亿,李亚鹏真反转了吗?
虎嗅APP· 2026-01-21 13:38
本文来自微信公众号: 凤凰网科技 ,作者:凤凰网科技,编辑:赵子坤 以下文章来源于凤凰网科技 ,作者凤凰网科技 凤凰网科技 . 凤凰科技频道官方账号,带你直击真相。 一场由公益机构租金纠纷引发的舆论危机,意外成为了李亚鹏商业生涯中最成功的"带货文案"。公众 用真金白银,为其长达二十年的"情怀人设"投下了一张迟到的信任票。 "我能接受它关门,但是要把手里的手术做完。"李亚鹏在视频中坦白道。31分钟的视频,让公众对 这位曾经的"商业毒药"突然改观。 截至1月21日下午,凤凰网科技搜索发现"李亚鹏邀你一起帮唇腭裂患者重绽笑颜"公益项目,已有超 过36万人捐款金额超过2400万元,目前该公益项目已下线。与此同时,李亚鹏的直播间观看人次从6 万飙升至800万,销售额在短短几天内翻了几十倍。 李亚鹏则称,会将近期直播打赏的29.1万元悉数捐给嫣然天使儿童医院,并备注"替网友捐赠",个税 部分则由自己来承担。这场舆论翻转背后,一个核心问题仍然悬而未决:嫣然天使儿童医院因拖欠 2000多万租金面临迁址甚至关停,这笔钱足够支付医院的房租吗? 这场欠租风波并非简单的"公益机构被房东逼迁"的故事。当深入梳理双方说法,一个复杂现实逐 ...
从“橄榄枝”到“学术贷”,正在消失的安家费背后,博士们经历了什么?
虎嗅APP· 2026-01-21 13:38
以下文章来源于知识分子 ,作者李珊珊 知识分子 . 知识分子由非营利公益组织北京市海淀区智识前沿科技促进中心主办,以传播科学知识、弘扬科学精 神、促进科学文化为使命,致力于关注科学、人文、思想。我们将兼容并包,时刻为渴望知识、独立思 考的人努力,共享人类知识、共析现代思想、共建智趣中国。 本文来自微信公众号: 知识分子 ,作者:李珊珊,题图来自:AI生成 2025年,可能会被不少青年学者记住——不是因为某项重大政策出台,而是因为一项曾被视为"入场 券"的待遇,正在悄然消失:高校安家费。 取消安家费的风,从东部沿海吹向中西部院校。据媒体不完全统计,截至2025年,公开宣布取消安 家费的高校已至少25所。一项在过去近二十年间深刻影响博士流动、决定无数人生去向的制度安 排,正在被快速拆解、撤下,甚至来不及留下一个正式的告别仪式。 但对许多人来说,安家费从来不是一个抽象的政策名词。它是"要不要去这所学校"的关键变量,是决 定是否举家迁徙、是否背上房贷、是否敢在陌生城市扎根的现实筹码。它一度象征着被需要、被认 可,也承载着那个"只要读到博士,人生就会不一样"的时代承诺。 然而,这份承诺,在不知不觉中变了味。随着"非升即 ...
一人干翻十亿:5人团队想让“一人独角兽”成为现实
虎嗅APP· 2026-01-21 13:38
Core Insights - The article discusses the innovative approach of The General Intelligence Company of New York (GIC) in utilizing AI to enhance productivity and operational efficiency, aiming to create a company that operates continuously without human intervention [2][3] - GIC's AI platform, Cofounder, is designed to automate various tasks, allowing users to focus on creativity and decision-making, with the vision of enabling one person to generate a billion dollars in value [3][4] - Despite significant venture capital backing, GIC faces challenges including high operational costs, intense competition, and privacy concerns related to data handling [4][5] Company Overview - GIC was founded in January 2025 and quickly raised over $10 million in funding, indicating strong investor confidence in its AI-driven model [3][7] - The company operates with a small team of five, leveraging Cofounder as a "super brain" to manage tasks ranging from research to code fixing, showcasing its deep integration of AI into operations [8][10] Product Features - Cofounder automates management tasks, allowing users to manage their companies with simple commands, effectively transforming how organizations operate [19][20] - The platform integrates various productivity tools, including Slack, Google Meet, and GitHub, to streamline workflows and enhance collaboration [20][21] - Cofounder employs a three-tier memory system (working, core, and long-term memory) to improve task execution and learning capabilities, outperforming existing architectures in memory retrieval tests [25][26] Market Dynamics - The AI Agent market is projected to grow significantly, with estimates suggesting a market size of $47 billion to $52 billion by 2030, driven by increasing demand for automation [30] - GIC aims to differentiate itself by creating a platform-level AI that manages and coordinates various specialized agents, contrasting with competitors focused on niche applications [31][32] - The company faces competition from established tech giants and other startups, raising concerns about its ability to maintain a competitive edge in a rapidly evolving landscape [32][33]
我,00后,做VC
虎嗅APP· 2026-01-21 13:38
Core Viewpoint - The article discusses the emergence of a new generation of venture capitalists (VCs) born in the 2000s, highlighting their unique characteristics, challenges, and the evolving landscape of the investment industry, particularly in the context of AI and technology [4][5][19]. Group 1: Characteristics of the New Generation of VCs - The number of active 00s VCs in leading firms is limited, estimated to be around 15-20 individuals, who are well-connected and share similar backgrounds, including prestigious educational qualifications and high work intensity [5][6]. - This generation exhibits a stronger sense of self-awareness and is less focused on traditional success metrics like wealth accumulation, instead prioritizing personal growth and meaningful contributions [5][6]. - Many 00s VCs have diverse internship experiences across various sectors, allowing them to explore different career paths before settling into venture capital [10][11]. Group 2: Career Path and Choices - The article emphasizes that VC is often seen as a final career stop for seasoned professionals rather than an ideal starting point for fresh graduates, as it requires significant experience and insight into entrepreneurship and industry nuances [7][8]. - Young VCs are increasingly seeking roles that offer growth opportunities and meaningful contributions rather than just financial rewards, leading some to leave traditional firms for entrepreneurial ventures [14][15]. - The current VC landscape is characterized by a narrowing of upward mobility, with younger investors often relegated to support roles rather than decision-making positions, which can lead to frustration [15][16]. Group 3: Investment Philosophy and Approach - The new generation of VCs is more willing to take risks in their investment decisions, particularly in sectors like AI, which they believe will reshape traditional business models [23][24]. - There is a growing recognition among young investors that success in venture capital is not solely about identifying promising projects but also about understanding the people behind those projects [18][19]. - The article notes a shift in focus from emulating established industry leaders to developing personal investment philosophies based on real-world experiences and insights gained from peers [20][21]. Group 4: Industry Challenges and Future Outlook - The venture capital industry is maturing, leading to increased competition and a more challenging environment for new entrants, as opportunities for advancement become limited [25][26]. - Despite the challenges, there is optimism about the potential for recovery and growth in the VC market, particularly as the industry begins to rebound from recent downturns [22][25]. - The article concludes that the evolving landscape requires young VCs to be adaptable and to cultivate a robust personal judgment system to navigate the complexities of the investment world [24][25].
一个被英伟达掩盖的、中美AI最残酷的物理真相
虎嗅APP· 2026-01-21 10:01
Core Viewpoint - The article discusses the contrasting energy challenges faced by the US and China in the context of AI development, highlighting that while China has a significant surplus in electricity supply, it faces efficiency issues in converting that energy into computational power, particularly due to semiconductor manufacturing limitations [4][18][22]. Group 1: Energy Supply and Demand - By 2030, the incremental electricity demand for AI development in China will only account for 1% to 5% of its new power generation capacity over the past five years, while in the US, it will consume 50% to 70% of the same [6][7]. - In 2023, the US added approximately 51 GW of new power generation capacity, whereas China added an impressive 429 GW, showcasing an 8-fold difference in capacity expansion [9][10]. Group 2: Efficiency and Cost Challenges - Despite having cheaper electricity costs (0.08 USD per kWh in China vs. 0.12 USD in the US), the energy cost for AI computation in China could be 140% higher than in the US due to lower chip efficiency [22][23]. - Chinese AI infrastructure may consume 100% more energy than US counterparts for the same computational output, highlighting a significant efficiency gap [21]. Group 3: Strategic Responses - The US is attempting to innovate its energy technology to bypass outdated grid infrastructure, focusing on decentralized solutions and nuclear energy revival [30][31]. - China is leveraging its advanced UHV transmission technology to transport surplus renewable energy from the west to eastern computational hubs, aiming to integrate AI into its energy systems [32][33]. Group 4: Future Implications - The competition in AI is not solely about chip technology but also about energy infrastructure and efficiency, with both countries facing unique challenges that will shape their technological trajectories over the next decade [47][48].
中国第二个5万亿城市,诞生
虎嗅APP· 2026-01-21 09:58
以下文章来源于国民经略 ,作者凯风 国民经略 . 在这里,读懂中国经济、城市和楼市 本文来自微信公众号: 国民经略 ,作者:凯风 城市经济,天花板仍在抬升。 刚刚,京沪发布最新经济数据,2025年上海GDP达5.67万亿,北京达5.2万亿,双双同比增长5.4%, 跑赢大盘。 这意味着,北京成为继上海之后的第二座5万亿城市,在全国遥遥领先。 5万亿的经济体量,在国内与安徽、河北省相当;在国际上堪比瑞典、比利时,放在全球可排在25位 以内。 曾几何时,广深与京沪经济齐头并进,如今京沪先行一步,大幅拉开差距,将城市GDP推向新的高 度。 京沪何以领跑?谁是未来的经济第一大市? 京沪,靠什么晋级5万亿? 5万亿GDP,堪称"富可敌国",也是大多数中西部省份难以企及的存在。 上海的5万亿,主要靠汽车、人工智能、生物医药、金融、贸易等支柱产业的共同托举。 与上海、深圳、广州都不同,北京并非工业城市,而以高端服务业著称,第三产业占比超85%。 第二大支柱产业,则是金融业,贡献超过8000亿GDP,让许多二三线城市望尘莫及。 北京虽然没有"金融中心"的名号,但作为金融监管决策中心,云集了全国几乎所有的金融监管部门和 国有金融 ...
解绑宁王,天赐底气何在?
虎嗅APP· 2026-01-21 09:58
Core Viewpoint - The dynamic balance in the lithium battery supply chain is highlighted, with a focus on the evolving relationship between Tianqi Materials and CATL, indicating a shift towards reduced dependency and increased diversification in supply contracts [2][8]. Group 1: Cooperation with CATL - Tianqi Materials established a wholly-owned subsidiary, Ningde Kaixin, in 2015 to provide close services to CATL [4]. - Revenue from CATL reached 10 billion CNY in 2018, accounting for 35.7% of Tianqi's lithium battery material sales; this increased to 122 billion CNY in 2022, representing 58.4% of sales [5]. - In 2023, revenue from CATL decreased to 81 billion CNY, making up 57.6% of Tianqi's sales, and is projected to drop further to 50 billion CNY in 2024, which would be 45.6% of total sales [5][7]. Group 2: Reducing Dependency - The supply agreement between Tianqi Materials and CATL is set to expire at the end of 2025, with no news of renewal, indicating Tianqi's increasing options [8]. - Tianqi has disclosed significant supply contracts, including a partnership with Chuangneng New Energy to supply at least 550,000 tons of electrolyte products by 2030 [10]. - Additional contracts include an agreement with Ruipulan Jun for 800,000 tons and a framework agreement with AVIC New Energy for 725,000 tons, totaling 2.945 million tons across multiple contracts [12]. Group 3: Production Capacity and Market Dynamics - Tianqi's electrolyte production capacity is expected to reach 1 million tons by 2026, with 80% of this capacity already pre-sold, leaving little room for long-term contracts with CATL [13]. - The company anticipates a tripling of production over the next three years, with secured sales channels and potentially higher prices than those offered to CATL [14]. - CATL is also diversifying its supply sources, including a contract with Enchem for 350,000 tons of electrolyte from 2026 to 2030, indicating a shift in CATL's supply strategy [15][17]. Group 4: Financial Performance - Tianqi's lithium battery material shipments increased steadily, but gross profit fluctuated significantly, with a peak gross profit of 88 billion CNY in 2022 and a drop to 24 billion CNY in 2024 [22][24]. - The gross profit margin fell from 39.6% in 2022 to 18.9% in 2024, reflecting the impact of pricing pressures in the market [24]. - Despite the challenges, Tianqi's performance remains resilient compared to other cyclical stocks, with a gross profit margin of 20% considered acceptable in the manufacturing sector [29][30]. Group 5: Industry Positioning - Tianqi Materials has transitioned into a cyclical stock, a shift that was not initially intended, but reflects a strategic adaptation to market conditions [37]. - The company has broadened its customer base to reduce reliance on a single client, demonstrating an understanding of industry trends and the importance of flexibility in supply chains [37].
我们为什么要重返县域?
虎嗅APP· 2026-01-21 09:58
Core Insights - The article emphasizes the increasing visibility and complexity of county-level markets in China, highlighting their resilience in consumer spending compared to first-tier cities, prompting many brands to target these lower-tier markets for expansion [2][4]. Group 1: County Market Overview - As of the end of 2023, there are 1,813 counties in China, including 397 county-level cities, 1,299 counties, and 117 autonomous counties [4]. - The urban population in county cities and towns accounts for approximately 32% of the total urban population in China, with around 250 million residents in county urban areas [4]. - The total economic output of county-level economies represents about 33 trillion yuan, which is a significant portion of the national economy [4]. Group 2: Consumer Behavior Changes - Between 2022 and 2025, county residents have shown a shift towards more rational consumption, moving from a focus on external identity symbols to valuing practical benefits and emotional connections [31][40]. - The demand for "gaining knowledge" has emerged as the most important consumer need, reflecting a desire for personal growth and broader perspectives [31][41]. - There is a notable increase in the importance of emotional companionship and experiences, particularly among older demographics, indicating a shift in how consumers define a "good life" [40][41]. Group 3: Spending Patterns - County residents' monthly expenditures have increased, but the allocation remains stable, with essential spending on education, healthcare, and social relationships being prioritized [58][59]. - There is a contraction in discretionary spending on personal items, while budget allocations for experiences that provide immediate pleasure and long-term health benefits are being preserved [56][60]. - The perception of spending's basic functional attributes is declining, indicating a shift towards valuing emotional and experiential aspects of consumption [60][64]. Group 4: Channel Preferences - The shopping channels for county consumers have become more stratified, with a notable increase in the use of social e-commerce and local delivery platforms, while traditional retail channels are experiencing a decline [79]. - The preference for high-value, convenient, and accessible shopping experiences is rising, aligning with trends observed in higher-tier cities [79]. Group 5: Future Outlook - Despite a stable income level, county residents are adjusting their spending priorities due to perceived economic pressures, leading to a reduction in non-essential expenditures [95]. - The overall sentiment among county residents remains cautiously optimistic regarding future income growth, with a significant portion expecting their financial situation to improve in the next 2-3 years [90][91].
腾讯掉队了?
虎嗅APP· 2026-01-20 23:56
黄青春频道 . 以下文章来源于黄青春频道 ,作者黄青春Youth 看清流量迁徙的切面 马化腾认为,很多公司太急 了,腾讯一贯不是这种风格 出品|虎嗅黄青春频道 作者|商业消费主笔 黄青春 题图|视觉中国 "我们最初以为 AI 是互联网十年不遇的机会,越想越觉得,这是几百年不遇、堪比发明电的工业革命级机 遇。" 腾讯 CEO 马化腾两年前在股东大会上的预判,精准点出了 AI 技术的颠覆性价值。 他虽认可 AI 将催生全新商业模式与社会形态,却话锋一转指出,对于工业革命而言,早一个月拿出电灯 泡,在长周期维度下并不那么重要。 "目前(我们)还在做一些思考。现在很多公司太急了,我们一贯不是 这种风格。" 这一表态也为腾讯在 2024-2025 年 AI 烈火烹油竞争中"慢半拍"埋下伏笔。彼时,头部玩家纷纷抢首发、 卷模型参数,腾讯却始终未能展现出与其体量匹配的模型实力——直到 2025 年,腾讯 AI 战略才从局部单 品向大生态融合演进: 即便元宝在腾讯生态内刷足了存在感,但真正的战略升级来自最新一次组织架构调整:2025 年 12 月 17 日,腾讯升级大模型研发架构,新成立 AI Infra 部、AI Data ...
“无底薪合伙人”骗局,盯上失业找工作的人
虎嗅APP· 2026-01-20 23:56
以下文章来源于深圳微时光 ,作者山干 深圳微时光 . 寻找深圳的每一寸惊喜。 本文来自微信公众号: 深圳微时光 ,作者:山干,原文标题:《"无底薪合伙人"骗局,盯上失业找 工作的深圳人》,头图来自:AI生成 一 第一次对"合伙人"这个概念产生新认知,缘起于一年半前的一次面试经历。 2024年5月,距离从上一份工作裸辞已经近2个月,我一直没有找到合适的工作。在深圳"双休"的全 职工作仿佛是原罪,尤其是新媒体运营岗,因此我把目光转向了时间自由度更高的兼职。 我在招聘平台看到一条兼职招聘信息,薪资只有2-3k,岗位描述言辞透露着真诚。我加了老板微信, 一聊才发现是合伙人岗位。"一起赚钱分钱""一个人搞太难了,一群人才能做大做强",老板的这些话 吸引着我,心想与其没有工作,不如和老板聊聊看。 "公司"在福田区的一个共享办公室里,老板租了个工位,我们约定在那里碰面。在公共接待区,我们 聊了一个多小时。老板没什么架子,其间向我描绘了一张宏伟的蓝图。他说目前也有腾讯辞职的宝妈 在合作,已经拿到两千元的广告费分成,但没说具体分成比例。当得知我会设计,提议可以合伙,他 跑客户,我只用设计,盈利分成,到时候再签订协议。最打动我的 ...