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饿了么前CEO巨贪案:供应链管理失能
虎嗅APP· 2025-07-26 03:09
Core Viewpoint - The article discusses a significant corruption case involving a high-ranking executive at Ele.me, highlighting issues in supply chain management and corporate governance that allowed for the misconduct to occur [1][5]. Group 1: Corruption Case Details - The corruption case involved Han Liu, the former CEO of Ele.me, who, along with others, accepted bribes exceeding 40 million yuan from suppliers starting in July 2023 [1][2]. - The investigation revealed that Han Liu and his associates leveraged their control over logistics and supplier management to benefit bribing suppliers, creating a complete chain of interest transfer [2][4]. Group 2: Systemic Issues - The case raises questions about the systemic failures within Ele.me, particularly the concentration of power and lack of transparency in supplier selection criteria [3][4]. - The internal controls and anti-corruption mechanisms at Ele.me were found to be severely lacking, with a significant delay in detecting the corruption, which persisted for nearly two years [5][8]. Group 3: Implications for ESG - The incident has implications for ESG (Environmental, Social, and Governance) practices, indicating that the governance aspect is often overlooked, especially regarding the absolute power held by executives [5][6]. - The lack of a transparent compliance system for supplier management has been identified as a critical vulnerability that facilitated the corruption [5][8]. Group 4: Broader Industry Context - The article suggests that the flat management structure typical in internet companies may increase the risk of corruption, as it grants significant power to lower-level employees [10][11]. - The unique characteristics of internet companies, such as the anonymity and high turnover of digital resources, create additional challenges for traditional regulatory frameworks to detect corruption [10][11]. Group 5: Recommendations for Improvement - To combat corruption, companies should enhance their internal oversight mechanisms and consider separating powers to prevent the concentration of authority [12]. - Establishing a governance responsibility loop that includes problem detection, reporting, handling, and disclosure is essential for effective anti-corruption measures [12].
懂车帝的测试可信吗?
虎嗅APP· 2025-07-25 13:31
以下文章来源于autocarweekly ,作者autocarweekly autocarweekly . 车不只是代步工具,还是生活的一种刻度。 本文来自微信公众号: autocarweekly (ID:autocarweekly) ,作者:七号宋,题图来自:AI生成 懂车帝的测试又上热搜了,这一次,是辅助驾驶安全科普节目《懂车智炼场》。 节目思路挺直接: 模拟真实事故场景,在高速和城市道路上测试辅助驾驶系统的表现。 结果呢,有 通过的,也有翻车的。 | 36款车辅助驾驶 「高速事故场景模拟」综合表现 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 车型名称/通过率 | | 遇卡车 | | 消失的前车 真高速版 | 课野蛮加塞 | 撞機穿 的豬 | | Model 3 2023款 后轮驱动版 | 5/e | | | | 8 | × | | Model X 2023款 双电机全轮驱动版 | 5/6 | | × | | | | | 直山 2025款 四驱 Max | 3/6 | | × | V | × | × | | 小胸G6 2075款 ...
“厂二代”观察:中国工厂接班潮
虎嗅APP· 2025-07-25 13:31
Core Viewpoint - The article discusses the challenges and transformations faced by Chinese manufacturing companies amid ongoing trade tensions and generational shifts in leadership, highlighting the experiences of the "second generation" of factory owners in adapting to new market realities and pressures [3][12][30]. Group 1: Trade Tensions and Impact on Manufacturing - The U.S. government has imposed a cumulative 145% tariff on Chinese goods, including a 125% tariff from the Trump administration and a 20% tariff on fentanyl, creating uncertainty for Chinese manufacturers [3]. - A recent negotiation resulted in a 115% reduction in additional tariffs, but the future of Chinese manufacturing remains uncertain [3]. Group 2: Generational Transition in Manufacturing - The article explores the transition of leadership in Chinese factories from the older generation to the "second generation," emphasizing the challenges and opportunities they face [12][18]. - The average lifespan of private enterprises in China is about 3.7 years, with only 5% of family businesses globally reaching the fourth generation, indicating the difficulty of sustaining businesses across generations [18]. Group 3: Individual Stories of Factory Success and Struggles - A case study of a factory owner, referred to as Summer, illustrates the challenges of transitioning leadership to her daughter, who has been groomed for 20 years to take over the business [15][18]. - Another example features a second-generation successor, Eric, who has successfully adapted his family's dairy business to modern market demands, highlighting the importance of flexibility and innovation in the current economic landscape [30][32]. Group 4: Cultural and Economic Reflections - The article reflects on the cultural identity of the "second generation" of factory owners, who often grapple with societal expectations and personal aspirations while managing family businesses [6][29]. - The narrative also touches on the broader economic implications of shifting consumer preferences and the need for factories to adopt flexible supply chains to remain competitive [30].
上海乐高乐园最大优点是“没人”?
虎嗅APP· 2025-07-25 13:31
Core Viewpoint - The article discusses the opening of Shanghai LEGO Land and the mixed reactions regarding its visitor numbers, highlighting the contrast between the park's low attendance and the expectations set by other theme parks like Disney and Universal Studios [3][10][19]. Group 1: Visitor Experience - Visitors to Shanghai LEGO Land have reported a positive experience due to the low crowd levels, allowing for easy access to attractions without long wait times [4][9]. - The lack of crowds has been perceived as a luxury, contrasting sharply with the crowded experiences at other theme parks [5][9]. - However, this low attendance raises concerns about the park's financial viability and future success [10][19]. Group 2: Comparison with Other Theme Parks - Shanghai Disneyland received over 11 million visitors in its first year and surpassed 13 million in 2023, showcasing a stark difference in popularity compared to LEGO Land [17][19]. - Other LEGO parks globally also experience low attendance, with annual visitor numbers often below 2 million, indicating a common trend across LEGO parks [22][23][24]. - The article emphasizes that LEGO Land's target demographic is narrow, focusing on families with children aged 2 to 12, which limits its appeal compared to broader attractions like Disney and Universal [27][28][30]. Group 3: Financial Implications - The expected annual visitor count for Shanghai LEGO Land is projected at 2.4 million, generating around 1 billion RMB in revenue, which is significantly lower than competitors [41]. - The high ticket prices have been criticized, and there are concerns about whether the park can maintain its pricing strategy without compromising visitor numbers [31][42]. - The article suggests that the park may need to consider price adjustments to attract more visitors, as seen in other LEGO parks that frequently offer discounts [42][44].
科技媒体,现在进化成什么样子了?
虎嗅APP· 2025-07-25 13:31
Core Viewpoint - The article discusses the evolution of technology and business media driven by the rise of personal brands and the creation of a new "Republic of Letters," where individuals share insights and knowledge across borders, forming a decentralized intellectual community [4][26]. Group 1: Evolution of Media - The emergence of personal storytelling and narrative construction has become increasingly valuable in a world overwhelmed by information and rapid technological advancement [3][5]. - The acquisition of the podcast brand Turpentine VC by a16z highlights the growing importance of personalized media and storytelling in venture capital [5][7]. - The article emphasizes that the intersection of investment, networking, and media has become a focal point for many in the tech industry, with figures like Erik Torenberg leading this trend [7]. Group 2: The Rise of Blogs and Podcasts - The blogosphere has been a significant platform for technology discourse since its inception, with influential figures like Paul Graham and Marc Andreessen contributing to its growth [16][17]. - The COVID-19 pandemic catalyzed a surge in startup media, with many individuals starting their own blogs and podcasts to share insights and narratives [22][23]. - The article notes that podcast networks have gained traction, with established shows expanding into new formats and themes, reflecting the growing demand for specialized content [24][42]. Group 3: Characteristics of the New Intellectual Community - The new "Republic of Letters" is characterized by a decentralized approach to knowledge sharing, emphasizing insight over credentials and fostering a distrust of traditional institutions [30][31]. - The article draws parallels between historical intellectual communities and the current tech landscape, highlighting the commitment to producing new knowledge and the importance of meritocratic ideas [29][31]. - The emergence of various platforms, including blogs, podcasts, and social media, has created a vibrant ecosystem for knowledge production and sharing [36][37]. Group 4: The Importance of Personal Narratives - The article emphasizes the significance of personal narratives in shaping the tech industry's discourse, with creators encouraged to share their unique perspectives and insights [49][50]. - The concept of "hyperlegibility" is introduced, suggesting that clarity and distinctiveness in communication are essential for standing out in a crowded information landscape [51][52]. - The article advocates for the act of creation as a means of personal growth, encouraging individuals to engage in storytelling and knowledge sharing, regardless of audience size [59][60].
特斯拉进入黑暗隧道
虎嗅APP· 2025-07-25 10:36
Core Viewpoint - Tesla's current situation is characterized by a significant decline in performance metrics, with the largest quarterly revenue drop in nearly a decade, attributed to an "unusual transition period" as it shifts from a car manufacturer to a real-world AI company [1][2] Financial Performance - Tesla's second-quarter performance was poor but met expectations, indicating a challenging financial landscape [2] - The company is facing potential further declines due to the proposed cancellation of the $7,500 electric vehicle tax credit, which would disproportionately affect Tesla [1][11] Business Transition and Future Prospects - Tesla is focusing on its Robotaxi and Full Self-Driving (FSD) initiatives, with plans to begin internal testing of FSD V14 by Q4 2025 and a full rollout by Q1 2026 [4][10] - The company aims to expand its Robotaxi fleet to 1,000 vehicles by the end of the year, targeting significant revenue contributions from this segment by mid-2024 [5][10] Emerging Business Segments - The Optimus project is expected to contribute to new revenue streams, with plans for mass production of robots by 2026, aiming for an annual output of 1 million units by 2029 or 2030 [10] - The Gen 3.0 version of Tesla's robots is set to be prototyped within three months, with mass production expected to begin in 2026 [10] Challenges in Core Business - Tesla's automotive business is currently underperforming, and the emerging businesses have not yet compensated for this decline, posing a challenge for the company to balance both segments effectively [11] - The delay in the production and delivery of the Model 2.5 is critical for Tesla's sales outlook, with potential downward adjustments for 2025 sales forecasts [11] Market Acceptance and Operational Challenges - The acceptance of autonomous driving technologies like Robotaxi and FSD may face consumer safety concerns, as evidenced by incidents involving competitors [13] - Scaling Robotaxi operations will require sophisticated fleet management and will incur high operational costs, including insurance and maintenance [13]
智能眼镜领头羊,道出行业泡沫
虎嗅APP· 2025-07-25 10:36
Core Viewpoint - XREAl, a leading AR glasses brand, has chosen to observe the AI glasses market rather than participate, despite the current hype and competition in the sector [2][5][6]. Group 1: Market Position and Strategy - XREAl ranks first in the global AR glasses market for 2024, with a market share that surpasses the combined share of the second to fourth competitors [2]. - The company has partnered with Google on the AR glasses project "Project Aura," enhancing its ecosystem support [2]. - The founder, Xu Chi, emphasizes focusing on core module development rather than rushing into the AI glasses market, which he believes is still in its early stages [6][7]. Group 2: Industry Analysis - Xu Chi questions the logic behind the rapid growth of the AI glasses market in China, suggesting it may be a bubble rather than a sustainable trend [6][11]. - He believes the AI glasses industry is still in the "first half" of its development, indicating that significant challenges remain before it can reach maturity [7][10]. - The industry lacks a unified understanding of the path to its ultimate goals, which complicates the current landscape [7]. Group 3: Product Development and Challenges - XREAl has developed its own co-processor chip, X1, and an optical solution called "X Prism" for its latest product, XREAL One Pro [7]. - Xu Chi highlights that the current AI glasses technology is not yet mature, with issues in hardware and software integration that need to be resolved [12][14]. - The founder predicts that the AI glasses market will not see a true explosion until around 2027 or 2028, contingent on major players like Xiaomi committing significant resources to the sector [8][10]. Group 4: Ecosystem and Collaboration - XREAl aims to avoid building a standalone ecosystem and instead collaborates with established players like Google to leverage existing ecosystems [15]. - The company is focused on creating hardware that can function well without a robust ecosystem, while also working with partners to enhance its product offerings [15].
6名大学生殒命,涉事企业却曾是安全“典范”
虎嗅APP· 2025-07-25 10:36
出品|虎嗅ESG组 作者|陈玉立 头图|AI生成 本文是#ESG进步观察#系列第140篇文章 本次观察关键词:公司治理 谁也想不到,一次本应是增长见识的"求学之旅",却导致六名大学生殒命。 2025年7月23日10时20分左右,东北大学6名学生在中国黄金集团内蒙古矿业有限公司乌努格吐山铜 钼矿选矿厂参观学习浮选工艺过程中,因格栅板(钢格板)脱落,学生坠入含有危险矿浆的浮选槽, 最终全部溺亡。 据央视网稍早前消息,浮选槽内的介质不是水,而是由磨碎的矿石粉末、水与浮选药剂混合形成的矿 浆。这种矿浆密度远高于水,如泥浆般黏稠,人体下坠后迅速沉底,挣扎时矿浆就会附着口鼻堵塞呼 吸道。此外,矿浆还含有氢氧化钠(强碱)等腐蚀性药剂,呛入后会严重灼伤人的呼吸道和肺部,加 速窒息。同时,浮选槽中因有高速旋转的叶轮,施救十分困难。 据媒体报道 ,东北大学属于"双一流"A类高校及985、211工程院校,而溺亡的6名大学生均是这所大 学资源与土木工程学院矿物加工工程专业的大三本科生,其中有的学生家庭条件并不好,原本承担着 整个家庭对未来的美好期望,如今全都付之一炬。 六条鲜活生命消逝的背后,最关键的问题在于,这场事故因何发生? 矿 ...
“送到的礼物包装比东西贵,这是好事啊!”
虎嗅APP· 2025-07-25 10:36
以下文章来源于那个NG ,作者渣渣郡 那个NG . 用关注决定视界|复杂世界的策展人 出品 | 虎嗅青年文化组 作者 | 渣 渣郡 本文首发于虎嗅年轻内容公众号"那個NG"(ID:huxiu4youth)。在这里,我们呈现当下年轻人的面貌、故事和态度。 虽然在这个混乱的时代,人们的共同记忆越来越少,但有一件事肯定是世界的普遍共识: 那就是全世界的长辈家里,都有一个被改造成针线盒或是其它收纳装置的曲奇饼干盒。 这种状况我愿称之为"曲奇盒效应",它绝对算得上是消费主义时代节俭美德的具象表现。 但现在,中国机灵鬼们正对这种效应更新换代,开始拿木盒进行更具巧思的改造: 从传统的收纳器,到功能性的花台,再到十分狂野的百宝阁,一切改造教程都能在小红书上觅得踪迹。 外国也洞察到了中国包装方面的变化。 据专业市场研究机构IndexBox报告,2024年中国木质箱盒市场的规模达到209亿美元,同比增长8.7%。 这种盒文化的升级,离不开市场消费需求的托举。 数家机构声称,木盒包装在中国的使用范围正在持续扩大,尤其在"国潮"概念不断深入、文化周边不断升级的情况,木盒在礼品、消费品、 高端包装领域增长显著。 "亚太地区的市场正经历 ...
硅谷华人能不能站起来把钱挣了?
虎嗅APP· 2025-07-25 01:01
Core Viewpoint - The article discusses the recent developments in the American AI sector, focusing on Meta's restructuring of its AI team, the challenges faced by its LLaMA models, and the increasing influence of Chinese talent in the AI field [3][5][8]. Group 1: Meta's AI Team Restructuring - Meta's AI team underwent significant restructuring, with a large number of new hires and the dismissal of older staff, indicating a shift in strategy due to underperformance of previous models [5][8]. - The core of Meta's AI team now reportedly consists of at least 50% Chinese talent, many of whom have experience in major AI companies [5][8]. - Yann LeCun, a prominent AI figure and former chief scientist at Meta, was replaced due to dissatisfaction with current model architectures, highlighting a broader industry consensus on the need for architectural improvements [8][17]. Group 2: Challenges and Competition - The performance of LLaMA models has been criticized, particularly LLaMA 4, which was seen as lacking in reliability and presence in the open-source community [5][8]. - The article notes a shift in focus within the AI community from AGI (Artificial General Intelligence) to SSI (Superintelligent Systems), with both concepts being difficult to define and assess [17][18]. - The emergence of Chinese open-source models, such as DeepSeek, is seen as a challenge to American closed-source models, potentially destabilizing the commercial promises associated with AGI [18][22]. Group 3: Ethnic Dynamics in AI - The article highlights the paradox of Chinese talent being crucial to the success of American AI while facing systemic discrimination and a lack of recognition [10][24]. - It discusses the tendency of some Chinese professionals in the U.S. to adopt a subservient attitude, which does not alleviate the discrimination they face [10][24]. - The narrative suggests that the American AI industry is heavily reliant on Chinese talent, particularly in high-tech sectors like AI and semiconductors, yet continues to perpetuate negative stereotypes about Chinese innovation [10][24].