以下文章来源于极客公园 ，作者张勇毅 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 本文来自微信公众号： 极客公园 （ID：geekpark） ，作者：张勇毅，原文标题：《OpenAI 刚刚发 布了"AI 原生版"抖音，还有 Sora 2》，题图来自：AI生成 或许你已经厌倦了在抖音、小红书上刷到那些真假难辨的AI视频。这种厌倦往往并非源于对技术本 身的排斥，而是一种"不合时宜"的混乱感：当AI生成的内容与真实世界拍摄的视频混杂在一起，我 们理解和消费现实的体验便会备受困扰。 但如果是反其道而行之，专门打造一个只允许AI内容存在的"抖音"呢？ 这正是OpenAI的最新手笔。该公司发布了一款名为Sora的全新iOS应用，其界面和操作逻辑与抖 音、TikTok极为相似，但核心规则却截然不同：在这里，AI生成是唯一的通行证。 SoraApp：为AI而生的社交新物 种 和抖音一样，打开Sora会看到一个极为精简和熟悉的UI界面：抖音标志性的"上滑"手势依旧是切换 视频的核心操作，分享功能也一应俱全。 据OpenAI介绍，这款应用内置两个核心玩法：首先是客串 （Cameos） 功能：这 ...

Core Viewpoint - The article discusses the strategic vision of Qianli Technology, led by CEO Yin Qi, focusing on AI-driven intelligent driving solutions and the integration of various technologies to create a comprehensive ecosystem around autonomous vehicles [2][4]. Group 1: Company Strategy and Vision - Qianli Technology aims to develop a comprehensive AI ecosystem, not just as a supplier for intelligent driving but as a leader in AI technology, including AI brains, operating systems, and new AI terminals [2]. - The company has three main business areas: L2+ to L4 level intelligent driving solutions, smart cockpits, and Robotaxi services [2][7]. - Yin Qi emphasizes the importance of integrating strong AI capabilities with robust engineering skills to achieve their goals in intelligent driving [4][5]. Group 2: Team Integration and Development - The integration of various teams within Qianli Technology is seen as a critical step, with a focus on aligning goals and leveraging the collective experience of the team members [5][6]. - The company has nearly 2,000 employees and plans to deliver comprehensive solutions from L2 to L4 levels of intelligent driving [7][8]. Group 3: Technological Framework and Innovation - Qianli Technology's approach to intelligent driving involves a high "model content" ratio, focusing on visual perception and large models as the core of their technology framework [10][12]. - The company aims to increase its "model content" to 80%-90% within six months, positioning itself ahead of competitors [13][14]. - Yin Qi believes that the future of intelligent driving will be driven by large models and visual-centric solutions, moving beyond traditional sensor-based approaches [16][17]. Group 4: Market Position and Competitive Landscape - The intelligent driving industry is expected to consolidate, with only a few key players remaining, as many existing solutions are seen as redundant [28]. - Qianli Technology's model is considered replicable, but the unique conditions of the industry may limit its widespread adoption [27]. - The company is focused on international expansion, aiming to capture a significant share of the global intelligent driving market [29].

Core Viewpoint - The article discusses the challenges faced by Xiaomi and its founder Lei Jun, particularly in light of recent negative feedback during his annual speech, indicating a shift in public perception and the need for a more robust narrative strategy [4][10][21]. Group 1: Recent Developments - Lei Jun's sixth annual speech, themed "Change," received significant negative comments, contrasting with the positive reception of previous speeches [4][10]. - The negative feedback primarily focused on product quality, perceived excessive marketing, and a general fatigue with the narrative of struggle and perseverance [10][11]. Group 2: Historical Context - Lei Jun's previous speeches highlighted his journey and the challenges faced by Xiaomi, including the successful launch of the Xiaomi Su7 and the commitment to electric vehicle production [11][12]. - The narrative of overcoming adversity and personal growth resonated well with audiences in earlier years, contributing to a strong public image [12][13]. Group 3: Narrative Challenges - Xiaomi's corporate narrative is under scrutiny, as effective storytelling is crucial for organizational cohesion and customer engagement [14][15]. - The "weakness" narrative employed by Lei Jun has been effective in building relatability but may not be sustainable as the company grows and faces new challenges [17][18]. Group 4: Market Dynamics - The technological landscape is shifting, with increasing public interest in advanced technologies like AI and robotics, which may overshadow Xiaomi's current offerings [20][21]. - As competition in the electric vehicle market intensifies, consumer expectations for safety, design, and technology are rising, leading to criticism of Xiaomi's technological capabilities [20][21].

看清流量迁徙的切面 出品｜虎嗅黄青春频道 作者｜商业消费主笔 黄青春 以下文章来源于黄青春频道 ，作者黄青春Youth 黄青春频道 . 题图｜视觉中国 一个隐秘的新趋势正在小红书风靡。 虎嗅发现，近期，Ask me anything（下简称 AMA）玩法正成为小红书热议的"新风潮"——许多 AI 学术圈大 佬、知名 AI 创业者、大模型负责人纷纷在小红书上发起"Ask me anything"笔记，邀请用户向自己不设限提 问，并积极在评论区互动、对话。 往前回溯，这一趋势始于 9 月开学季，小红书突然成为 AI 前沿技术的"接头基地"。 截至目前，十余位 AI 领域有影响力及知名度的创业者相继入驻小红书，包括零一万物创始人李开复、面壁智 能联创刘知远、千里科技及旷视创始人印奇、维他动力创始人兼 CEO 余轶南、测测创始人任永亮等。 虽然，这股趋势兴起时也有运营痕迹，但这些 AI 明星"找到组织"后一点不怯场，积极以 AMA 形式与网友互 动，"AI 引路人"的话题丝滑融入了日常 UGC 的讨论场域。 甚至，一些专业机构、互联网企业研究院负责人也闻讯而来，跳入了这场大讨论，如上海人工智能实验室领军 青年科学家 ...

Core Viewpoint - The article discusses the changing dynamics of the mooncake market, particularly how young consumers are influencing pricing and product offerings towards healthier and more affordable options [4][6][28]. Pricing Trends - The price range for mooncake gift boxes has shifted significantly, with most now priced between 50 to 300 yuan, and the most expensive boxes priced at 498 yuan, a stark contrast to previous years where prices often exceeded 500 yuan [5][8]. - A specific example includes a 128 yuan gift box containing six small mooncakes and one large mooncake, totaling 920 grams, with promotional offers available [9]. Consumer Behavior - Young consumers are driving a shift in the mooncake market, opting for lower-priced options and expressing dissatisfaction with high-priced, unhealthy mooncakes [6][12]. - The popularity of "朴素月饼" (simple mooncakes) has surged, with prices ranging from 10 to 25 yuan, appealing to consumers looking for value and authenticity [14][17]. Health Consciousness - Health has become a primary concern for consumers, with 96.7% of users prioritizing health when selecting mooncakes. This has led to the introduction of low-sugar mooncakes and shorter shelf lives [19][20]. - The energy content of traditional mooncakes is significantly higher, with low-sugar versions reducing energy content from approximately 478 calories to around 359 calories per 100 grams [20]. Market Adjustments - The mooncake industry is responding to consumer demands by lowering prices and focusing on healthier ingredients, with many brands reducing the shelf life of their products to enhance perceived healthiness [21][23]. - Major brands are facing challenges as younger consumers prefer local, traditional options over established brands, leading to a decline in sales for some industry leaders like Guangzhou Restaurant [34]. Regulatory Influence - Government policies are also shaping the market, with regulations aimed at curbing exorbitant prices and promoting simpler, healthier mooncake options [29][30].

Group 1 - The article discusses the conflicting economic data in the U.S., highlighting a significant downward revision of non-farm employment data, which suggests a recession, while other indicators like GDP growth and unemployment rates do not support this conclusion [5][6][8]. - A major factor preventing a recession is the large-scale investment in AI infrastructure, primarily driven by tech giants like Amazon, Microsoft, and Google, which is expected to peak this year [12][13]. - AI investments are capital-intensive and do not create as many jobs as traditional manufacturing investments, leading to a disconnect between economic growth and employment data [13][14]. Group 2 - The article notes a peculiar trend of "underemployment" in the U.S., where the labor participation rate has dropped significantly, indicating many individuals are not fully engaged in the workforce [16][17]. - The U-6 unemployment rate, which includes those not actively seeking work, is significantly higher than the standard unemployment rate, suggesting a quality decline in employment [22][23]. - A recent study indicates that companies adopting AI technologies are reducing their hiring for lower-level positions, while the demand for higher-level positions remains stable [23][26]. Group 3 - The article emphasizes that the impact of AI on the job market is particularly pronounced for graduates from mid-tier universities, who are more likely to be replaced by AI [30][31]. - It suggests that companies will increasingly seek to hire from top-tier universities for management roles while looking for lower-cost labor from lower-tier institutions [30][31]. - The article concludes that while AI may displace certain jobs, it will also create new industries that require a large workforce, similar to past technological shifts [36][37].

Core Insights - Cluely, an AI-driven desktop assistant, has gained significant attention for its controversial positioning as a tool that aids in "cheating" during interviews and exams, effectively bridging the gap between traditional assessment methods and the capabilities of generative AI [8][9][38] - The company has rapidly secured over $20 million in funding, with a valuation of approximately $120 million, highlighting the strong interest from venture capitalists in its disruptive approach [5][19] Company Overview - Cluely was co-founded by Roy Lee and Neel Shanmugam, both students from Columbia University, with Lee taking the lead in public image and strategic direction [21][24] - The product is designed to provide real-time, undetectable support in various virtual interactions, such as job interviews and online exams, emphasizing its "invisible" functionality [8][10] Product Features - Cluely operates as a real-time AI desktop assistant that can capture screen content and audio, providing contextual answers and suggestions without being detected by other participants in a meeting [10][12] - The tool is designed to be used discreetly, allowing users to access information and assistance without alerting others, which is a key selling point [10][11] Market Positioning - Cluely's marketing strategy leverages its controversial nature, appealing to a demographic that is dissatisfied with traditional educational and professional assessment methods [38] - The company adopts a freemium model, offering a basic free version and a professional subscription for unlimited access, targeting young professionals and job seekers [19] Competitive Landscape - Cluely faces competition from both "ethical" meeting assistants that prioritize transparency and compliance, as well as other AI tools that provide similar functionalities but without the controversial branding [33][36] - The unique positioning of Cluely as a "cheating" tool has created a distinct brand identity that attracts a specific user base, making it difficult for competitors to replicate its success without facing similar ethical dilemmas [36][38] Future Challenges - The controversial nature of Cluely's branding may hinder its acceptance in corporate environments that prioritize ethical standards and compliance, posing a potential barrier to market expansion [38] - The company is engaged in a broader social experiment, testing the moral boundaries and value perceptions of society in the AI era, which could have long-term implications for its business model and public perception [38]

Core Viewpoint - The article discusses the current state of the pork industry, highlighting that while major pork companies are reporting impressive profits, the capital market remains skeptical, leading to many pork stocks being undervalued or stagnant. The profits are primarily driven by cost reductions rather than price increases or expansion, indicating a lack of long-term growth potential [4][6]. Group 1: Industry Performance - Major pork companies like Muyuan Foods reported a net profit of 10.53 billion yuan, a year-on-year increase of 1169.77%, while Wens Foodstuff achieved a net profit of 3.475 billion yuan, up 159.12% [4]. - Despite these profits, many pork stocks are trading at low levels, with some being labeled as "zombie stocks" that fail to capitalize on market uptrends [4]. Group 2: Supply and Demand Dynamics - The profits reported by these companies are attributed to the decline in prices of key raw materials like corn and soybean meal, along with improved production efficiency, rather than an increase in demand or prices [6]. - The industry is facing a significant oversupply issue, with the number of breeding sows at 40.42 million, exceeding the normal holding capacity by 3.6% as of July 2025 [7]. Group 3: Policy and Market Response - The Chinese government has mandated a reduction of 1 million breeding sows by January 2026 among the top 25 pork producers, aiming to address the oversupply issue [7][9]. - However, the effectiveness of these policies is questioned, as smaller producers may not comply, leading to a potential mismatch in supply reduction efforts [10][13]. Group 4: Financial Viability and Future Outlook - The article notes that the self-breeding model in the pork industry has been profitable since May 2024, but as of September 2025, it has started to incur losses, with an average loss of 24.44 yuan per pig [18]. - The average price of pork has dropped to approximately 12.6 yuan per kilogram, while the average cost of production is around 12.8 yuan per kilogram, indicating that further price declines could lead to cash flow losses and necessitate capacity reductions [18][20]. Group 5: Efficiency and Competitive Landscape - The industry's production efficiency has improved significantly, with the number of weaned piglets per breeding sow increasing by 36% from January 2021 to January 2025 [22]. - Despite a reduction in the number of breeding sows, the overall supply of pork may remain high due to increased efficiency, which could continue to suppress pork prices [20][24]. Group 6: Investment Considerations - The article suggests that investors should focus on three key dimensions when evaluating pork companies: total cost, growth rate, and market valuation [26]. - A table summarizing the 2026 output targets, growth rates, and market valuations of 16 listed pork companies is provided, indicating a diverse landscape where no single company presents a perfect investment opportunity [27].

Core Viewpoint - The article discusses the unpredictability of career choices and the impact of societal trends on employment, emphasizing that current popular choices may not remain viable in the future [5][22]. Group 1: Career Choices and Trends - The author reflects on the past recommendations of certain fields, such as civil engineering, which were once considered promising but have since declined [5][6]. - The concept of a "two-level chaotic system" is introduced, where predictions can influence outcomes, particularly in career choices influenced by prominent figures [6][7]. - The article highlights the rapid changes in job market demands, noting that fields like computer science may soon face saturation, similar to civil engineering [11][19]. Group 2: The Nature of Choices - The discussion includes the idea of "utilitarianism" in career choices, where students are encouraged to pursue fields with better job prospects, reflecting a risk-averse strategy [8][12]. - The author points out the randomness of life and career paths, suggesting that even well-planned choices may not yield the expected results [10][21]. - The article contrasts two reproductive strategies, R-strategy and K-strategy, to illustrate the unpredictability of long-term success in career planning [13][14]. Group 3: The Role of Information - The author describes the role of influential figures in shaping public perception and choices, acting as "information equalizers" [7][22]. - The effectiveness of current popular career paths is questioned, suggesting that as more people follow the same advice, those paths may become overcrowded and less beneficial [22][24]. - The article emphasizes the importance of lifelong learning and adaptability in navigating career choices, as the job market continues to evolve [25][26]. Group 4: Education and Employment - The article argues that the traditional link between university education and employment is weakening, with universities focusing more on critical thinking and adaptability rather than direct job training [26]. - It suggests that personal passion and interest in a field are crucial for long-term success and happiness, regardless of the current job market trends [26].

Core Viewpoint - The article emphasizes that Hello's recent activities signify its ambition to transform from a simple transportation tool into a comprehensive travel service platform, integrating various modes of transportation to meet diverse user needs [3][6][14]. Group 1: Strategic Initiatives - Hello's "Hello Festival" serves as a strategic initiative to showcase its diverse transportation offerings, including bike-sharing, ride-hailing, and car rentals, effectively communicating its vision as a one-stop travel solution [11][12][14]. - The company aims to reshape user perceptions, encouraging users to associate Hello with a full range of travel services rather than just bike-sharing [14][15]. Group 2: Market Position and Growth - Hello's strategic evolution is supported by significant data, with its ride-hailing service covering over 300 cities and its car rental service operating in more than 680 cities, indicating strong market presence [16]. - The Chinese travel service market is projected to reach nearly 400 billion RMB by 2030, with a significant portion driven by ride-hailing and new "car-as-a-service" models, highlighting the importance of service integration [17]. Group 3: Technological Foundation - The article highlights Hello's robust technological foundation, which is crucial for managing complex operations during high-demand events like the "Hello Festival," ensuring efficient vehicle dispatch and user experience [19][20]. - Hello's recent advancements in autonomous driving technology, including the introduction of its end-to-end L4 technology system and plans for commercial Robotaxi operations, demonstrate its commitment to innovation [22]. Group 4: Operational Excellence - The company's operational capabilities are seen as a competitive advantage in the Robotaxi sector, where effective management of a large fleet is essential for success [25][26]. - Hello's experience in managing a vast network of shared bikes and vehicles positions it well to tackle the complexities of operating a Robotaxi fleet, emphasizing the importance of operational efficiency in the long term [26][27].