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一线资本拆解30岁以下AI领军者通关密码 | F&M抢先看
虎嗅APP· 2025-10-22 13:36
Core Insights - The article discusses the essential traits and capabilities that young AI entrepreneurs should possess to succeed in the rapidly evolving AI landscape [2][3][4]. Group 1: Key Evaluation Dimensions - "Hands-on ability" is a consensus among evaluators, emphasizing the importance of not just having an idea but also the capability to write code and develop a working demo [2]. - "User sensitivity" is crucial, as young entrepreneurs must be attuned to real user needs, which can be both a challenge and an opportunity due to their relative inexperience [2][3]. - "Open-mindedness" is highlighted, with many AI entrepreneurs targeting international markets from the outset, driven by the limited payment willingness and capability of domestic users [3][4]. Group 2: Speed and Adaptability - The ability to iterate quickly is essential, as teams that cannot adapt rapidly may miss critical market opportunities [4]. - A strong user community and ecosystem are necessary for sustaining user engagement and preventing churn, with a focus on continuous product iteration based on user feedback [4]. - The concept of a "data flywheel" is important for building a competitive advantage through accumulated user data [4][5]. Group 3: Foundational Company Attributes - A good AI-native company should demonstrate "technological originality," ensuring that AI is integral to its offerings rather than merely an add-on [5]. - "Product refinement capability" is vital, as it involves transforming complex technologies into seamless user experiences [5]. - "Team adaptability" is necessary for maintaining resilience and adjusting pace in a fast-changing environment [5].
这个赛季,NBA的玄学将被终结
虎嗅APP· 2025-10-22 10:12
10月22日,NBA新赛季的哨声正式吹响,全球亿万球迷的目光再次聚焦于赛场上的激烈角逐。然 而,在精彩的攻防转换背后,一场由数据和AI驱动的技术革命,正在深刻地改变这项运动的未来。 作为NBA、WNBA及其附属联赛的官方云与AI合作伙伴,亚马逊云科技正与联盟共同开启一个篮球 智能的新纪元 —— 不仅是优化观赛体验,更是要深入赛场肌理,用技术解锁这项运动前所未有的维 度。 顶级职业体育是技术的终极试炼场。 它对数据的规模、速度和复杂性提出了近乎苛刻的要求。在 NBA的赛场上,胜负决策在毫秒间发生,球员的每一次移动、每一次对抗都蕴含着海量信息。如何 实时捕捉、理解并利用这些信息,是体育数字创新面临的核心挑战。 NBA与亚马逊云科技的合作实践,围绕着赛场数据的完整生命周期展开,分为三个核心步骤: 第一步:极限瞬间的数据采集——构建赛场"数字孪生" 一切洞察的基础,是精准、全面的数据捕捉。 在每一座NBA场馆,多达14个先进的光学摄像头协同 工作,以每秒60次的频率,实时追踪场上每位球员身上的29个身体关键点。 这意味着,一个完整的 球员"数字骨骼模型"在云端被实时构建,球员的每一次移动、身体姿态、速度与加速度,都被 ...
起底陈志:从辍学少年到千亿电诈大佬
虎嗅APP· 2025-10-22 10:12
以下文章来源于冰川思享号 ,作者上官金虹 冰川思享号 . 汇聚思想,分享锐见 本文来自微信公众号: 冰川思享号 (ID:icereview) ,作者:上官金虹,题图来自:AI生成 福建省连江县晓澳镇的晓兴村,是一个有着千余户人家的富庶村落。1987年12月,陈志就出生在这 2025年10月8日,美国纽约东区联邦地方法院指控时年38岁的陈志控制着一个横跨30多国的犯罪集 团,进行诈骗和洗钱活动。又过6天,10月14日,美国司法部扣押了陈志名下的127271枚比特币,创 下了美国司法史上最大的单次资产没收纪录。 这批比特币市值约150亿美元,折合人民币在1000亿元以上, 数目之巨,让举世为之哗然。 那么,陈志是一个什么样的人呢? 一些同学、乡邻的讲述,拼凑起了他平淡无奇的早年。他个子很矮,"也就是1米6到1米63之间吧", 在同龄人中或许是最矮的之一。他貌不惊人,鼻子有点塌,耳朵很小,在讲究迷信的福建人中是个不 太好的面相。他学业平平,大概中等偏上,谁也没听说他获得过什么学业奖励。他学历很低,应该是 读完初二就辍学了,他的初中同学邱荣说, "初三开学后就没见过他了" …… 而在辍学之后,他人生的一个重大背景板出 ...
卢浮宫失窃背后:一个“分裂的法国”与消费市场巨变
虎嗅APP· 2025-10-22 10:12
Core Viewpoint - The recent theft at the Louvre Museum in Paris has raised significant concerns about security and governance in France, reflecting broader political and economic instability in the country [4][5][6]. Group 1: Theft Incident - Four suspects executed a brazen theft at the Louvre, stealing eight priceless items in just four minutes, highlighting vulnerabilities in museum security [4][6]. - The area where the theft occurred lacked CCTV surveillance in one-third of its rooms, raising questions about security measures in high-profile locations [4][6]. Group 2: Political Reactions - The theft has sparked strong political backlash, with President Macron and other political leaders expressing outrage and concern over the implications for national pride and security [5][6]. - The incident is seen as a reflection of France's ongoing political turmoil, including a fragmented parliament and a series of government crises [7][9]. Group 3: Economic Context - France is facing significant economic challenges, with a projected budget deficit of 5.8% of GDP and a national debt of 114% of GDP, raising concerns about fiscal stability [7]. - Recent downgrades by credit rating agencies, including S&P and Fitch, indicate growing international concern over France's economic governance and long-term growth prospects [7][8]. Group 4: Social Dynamics - The political and economic instability has led to a shift in consumer behavior, with rising poverty rates and changing consumption patterns among different social classes [11][12]. - The emergence of low-cost retail platforms like Temu reflects a growing preference for affordable goods among consumers facing economic pressures [12]. Group 5: Cultural and Ideological Shifts - The political landscape in France is increasingly polarized, with traditional parties losing influence to extreme political movements, reflecting deep societal divisions [9][10]. - The younger generation in France is leaning towards anti-consumerism and environmentalism, impacting their purchasing decisions and brand preferences [10][11].
中国面包,不该是奢侈品
虎嗅APP· 2025-10-22 10:12
Core Viewpoint - The article discusses the evolving landscape of the baking industry in China, highlighting the shift from high-priced trendy products to affordable, quality options that meet consumer needs and preferences [2][4][20]. Market Overview - The high-end baking segment, exemplified by products like "Panettone," has created a perception of value among consumers, but this trend is limited by the sustainability of high prices and marketing [2]. - The first half of 2025 saw a significant decline in the new consumption sector, with only 44 projects raising approximately 2.8 billion RMB, marking a low point in project numbers and disclosed amounts [4]. - The food and beverage sector experienced a 7.33% decline in stock prices, with revenue and net profit growth rates slowing significantly compared to the previous year [4]. Investment Insights - The food and beverage sector's PE valuation has dropped to 7.26%, indicating a potential "margin of safety" for investors [5]. - The demand for affordable, quality bread remains strong, with short-shelf-life bread showing resilience due to its fresh ingredients and low price point, ensuring stable repurchase rates [5][7]. Consumer Behavior - Consumers are increasingly prioritizing value over novelty, with a shift towards products that offer quality at reasonable prices [7][19]. - The concept of "comfort bread" is gaining traction, as consumers favor familiar, affordable options over high-priced alternatives [10][19]. Company Case Study: 桃李面包 (Tao Li Bread) - 桃李面包 has established itself as a trusted brand in the affordable bread market, leveraging a robust supply chain and consistent product quality to maintain consumer loyalty [11][13]. - The company has a strong cash flow, with a net cash flow from operating activities of 434 million RMB in the first half of 2025, indicating resilience amid industry challenges [13]. - 桃李面包's strategic focus on innovation, efficiency, and trust is driving its transformation to adapt to changing consumer preferences and market dynamics [20][21]. Future Outlook - The baking market is expected to continue growing, with the retail market projected to reach 611.07 billion RMB in 2024 and 859.56 billion RMB by 2029, with affordable bread maintaining over 65% market share [10]. - 桃李面包 is adapting to market changes by expanding its product offerings and exploring new sales channels, ensuring its relevance in a competitive landscape [20][21].
早报 | 黄金创12年来最大单日跌幅;高市早苗成为日本首位女首相;中荷就安世半导体交换意见;官方辟谣济南趵突泉靠水泵才能喷涌
虎嗅APP· 2025-10-22 00:56
Market Movements - Gold prices experienced a significant drop, with spot gold falling by 5.31% to $4124.36 per ounce, marking the largest single-day decline in 12 years [2] - The Philadelphia Gold and Silver Index plummeted by 9.57%, while spot silver decreased by 7.11% to $48.67 per ounce [2] Corporate Developments - Walmart has suspended job offers to candidates requiring H-1B visas, affecting its headquarters staff, amidst ongoing confusion in the labor market due to changes in immigration policy [3] - OpenAI launched its AI-driven web browser, ChatGPT Atlas, which aims to provide a personalized browsing experience, impacting Google's stock, which fell by 4.8% following the announcement [4] - Apple is facing delays in its foldable iPad project, with potential launch pushed to 2029 due to technical challenges [6][7] Geopolitical Events - Ukrainian President Zelensky announced readiness to end the conflict with Russia and plans to sign a new defense agreement with European partners [5] - Discussions between China and the Netherlands regarding ASML semiconductor issues highlight concerns over global supply chain stability [8][9] Technology Updates - Huawei officially released HarmonyOS 6, marking a significant step in the development of a self-reliant operating system ecosystem in China [29]
中国超市,开到宇宙尽头
虎嗅APP· 2025-10-22 00:56
Core Insights - The article discusses the prevalence and growth of Chinese supermarkets globally, particularly in emerging markets like Southeast Asia and Latin America, driven by familial networks and historical migration patterns [4][5][6]. Group 1: Distribution and Growth of Chinese Supermarkets - Chinese supermarkets can be found in various locations worldwide, including remote areas like Savannah, Jamaica, indicating a widespread presence [4]. - In Argentina, there are approximately 10,788 Chinese supermarkets, with a notable concentration in Buenos Aires, where one can find a store every two to three blocks [4]. - The establishment of these supermarkets often follows a pattern where immigrants are brought over by relatives, leading to a network of family-run businesses [5][6]. Group 2: Challenges Faced by Chinese Supermarkets - Chinese supermarket owners face significant challenges, including theft and violence, particularly in regions with high crime rates like Jamaica and Argentina [7][11]. - In Jamaica, theft is common, with no specific profile for thieves, and even children are known to steal frequently [8]. - In Argentina, the economic situation has worsened, with inflation reaching 211.4% in 2023, leading to increased instances of armed robbery in supermarkets [11][19]. Group 3: Economic Viability and Business Model - Operating a Chinese supermarket requires relatively low barriers to entry, primarily needing initial capital rather than specialized skills [18]. - The business model is characterized as stable and traditional, with average monthly profits around 100,000 RMB, providing a decent living for owners in developing countries [20]. - The Christmas season is particularly profitable for these supermarkets, as local consumers purchase home goods and festive items [19]. Group 4: Social Dynamics and Community - Chinese supermarket owners often operate within tight-knit communities, relying on familial and ethnic networks for support and information sharing [24][25]. - There is a tendency for competition among Chinese businesses, with price wars being common, and cooperation is often limited to those with familial ties [25][26]. - Many owners prefer to maintain a low profile and avoid conflicts, adhering to a culture of discretion in their business dealings [12]. Group 5: Future Trends and Globalization - The competitive landscape for Chinese supermarkets is evolving, with traditional models facing pressure from larger chain stores and changing consumer preferences [30]. - The article suggests that while these supermarkets play a crucial role in introducing Chinese products to local markets, they may be overshadowed by newer business models like e-commerce [30][31].
紫金矿业又多了一条“腿”
虎嗅APP· 2025-10-22 00:56
Core Viewpoint - The article highlights the significant rise in international gold prices and its impact on gold mining companies, particularly Zijin Mining, which has seen substantial stock price increases alongside its gold and copper business growth [5][11]. Group 1: Gold and Copper Business Performance - Zijin Mining's revenue from gold and copper has increased from 74% to 89% of total revenue since 2022, with gold revenue rising from 123 billion to 138.3 billion in 2023 [9]. - The contribution of gold business to Zijin Mining's total revenue growth exceeded 100%, with gold revenue growth significantly outpacing overall revenue growth [11]. - The company is focusing on increasing the proportion of self-mined gold, which has higher profit margins compared to purchased gold [13][15]. Group 2: Profit Margins and Cost Analysis - The profit margin for self-mined gold is significantly higher than that of refined gold, with self-mined gold achieving a gross profit margin of 62.2% in 2025 H1, compared to only 0.84% for refined gold [17][19]. - The article emphasizes that companies with a higher proportion of self-mined gold can benefit more from rising gold prices due to lower cost fluctuations [21]. Group 3: Market Position and Valuation - Compared to Shandong Gold, which has a market capitalization of 190 billion and a P/E ratio of approximately 34, Zijin Mining's gold business could be valued at over 300 billion if listed separately [23][25]. - Zijin Mining's copper business is also highlighted as having strong profit margins, with a gross profit margin of 60.9% for self-mined copper in 2025 H1, outperforming many competitors [28][31]. Group 4: Resource Reserves - Zijin Mining holds significant mineral reserves, including 5,043 million tons of copper and 1,487 tons of gold, which positions the company favorably in the market [34][36]. - The company is increasing its resource base, with new resource additions exceeding extraction rates, indicating a sustainable growth trajectory [36].
中年人变了,80后拒绝当领导
虎嗅APP· 2025-10-21 13:15
以下文章来源于盐财经 ,作者庞海尘 本文来自微信公众号: 盐财经 ,作者:庞海尘,编辑:何承波,题图来自:AI生成 小跑着冲出办公大楼时,李念还没完全反应过来,自己刚刚在领导办公室正式提出了辞去部门负责人 职务的请求。 直到跑得够远,跑到上午因心悸而不得不坐下休息过的长椅边,她才真切意识到——"终于为自己活 了一次"。 李念今年40岁,在西南某城市的一个公家单位工作近15年。当时,她凭借笔试第一的成绩考入,一 步步升至处级。对于一个出身普通工薪家庭、从小县城考出来的人来说,这已经是很大的成就。 李念的母亲对最稳定的工作有着一种执念,而这也传导给了李念。 可真正进入职场后,她发现工作遵循着截然不同的逻辑。升职带来的不是更好的生活,而是更沉重的 责任、更脱离实在感的工作内容,还有拒绝不了的人情世故和躲不过的暗中较量。那些接踵而来的消 耗,让她感到筋疲力尽。 盐财经 . 洞察趋势,睿智人生。《南风窗》旗下专业财经媒体。 这不是李念一个人的感受。 "80后",作为改革开放后成长起来的一代人,他们的起点与轨迹曾经无比清晰,也被寄予厚望。生 活的答案似乎天生存在,不需要多余的追问。 面对压力,他们更倾向于把担子默默扛下来 ...
被美国疯狂攻击的国家授时中心,到底是个啥?
虎嗅APP· 2025-10-21 13:15
以下文章来源于差评X.PIN ,作者江江 差评X.PIN . Debug The World,关注科技、数码、汽车、产经、游戏,传播能改变世界的科技互联网信息。 本文来自微信公众号: 差评X.PIN (ID:chaping321) ,作者:江江,头图来自:AI生成 你在看这篇文章的时候是几点? 你有没有想过,你每天看无数次的,手机右上角、屏幕左下角,手表里的那个时间,它到底是从哪儿来的? 很多人可能会下意识地觉得,这时间不就是手机运营商给的嘛,或者干脆就是手机自己算的。 可在一些社交平台上,又会有一些抢票神器、抢票攻略说你的手机时间并不准,需要打开某某软件之类巴拉巴 拉的。 那问题来了,哪里的时间才是准的? 省流版总结一下就是, 咱们全中国十几亿人用的这个统一、精准的北京时间,它的唯一源头并不在北京,而是 在陕西省西安市的国家授时中心。 但万万没想到,就这么个看起来人畜无害的时间管理大师,居然还遭到了美国持续近两年的网络攻击。 它们不仅对国家授时中心多个内部网络系统实施高烈度网攻,甚至还企图横向渗透至高精度地基授时系统,预 置瘫痪破坏能力。 这就让人纳闷了,美国人为啥要费这么大劲,去攻击咱们一个时间管理局?难 ...