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马斯克的星链手机,两年后能推出吗?
虎嗅APP· 2025-09-15 13:50
Core Viewpoint - The article discusses Elon Musk's Starlink mobile phone, which will allow direct satellite connectivity without the need for ground stations, aiming to provide global communication coverage, especially in remote areas [4][20]. Group 1: Starlink Mobile Phone Overview - The Starlink mobile phone will be launched in two years and will enable users to make calls and send messages directly via satellite [4]. - Musk has invested $17 billion to acquire frequency bands necessary for satellite-to-mobile connectivity, requiring hardware modifications in existing mobile devices [4][20]. Group 2: Technical Challenges - Current mobile phones operate through ground-based stations, which have limited coverage, leaving many areas without reliable communication [5][6]. - Satellite communication has historically faced issues such as high costs, bulky devices, and poor signal quality, which Starlink aims to overcome [6][8]. - The technology involves significant challenges, including signal strength reduction over long distances and the need for advanced signal processing to handle Doppler effects and seamless satellite switching [9][10]. Group 3: Satellite Network Design - Starlink satellites operate in low Earth orbit (approximately 550 km), allowing for lower latency compared to traditional geostationary satellites [10]. - The network will consist of thousands of small satellites to ensure continuous coverage, requiring precise trajectory calculations and coordination [11][20]. - Advanced technologies like phased array antennas will be used to maintain signal directionality without physical movement, which is crucial for mobile devices [12][15]. Group 4: User Experience and Market Impact - The Starlink mobile phone aims to provide ubiquitous connectivity, which is particularly valuable for emergency services, remote work, and adventure travel [20]. - The introduction of satellite phones may disrupt traditional telecom operators, especially in underserved regions, leading to new business models and partnerships [20][21]. - Future developments may integrate satellite and terrestrial networks more closely, enhancing overall communication infrastructure [21][22].
反对预制菜,就是反对工业文明?
虎嗅APP· 2025-09-15 09:49
以下文章来源于洒家君泽 ,作者洒家君泽 洒家君泽 . 关于改变你我生活的商业与科技 本文来自微信公众号: 洒家君泽 ,作者:洒家君泽,题图来自:AI生成 我向来觉得,预制菜是件大好事。 说这话的时候,有必要先说明几件事。 对预制菜的态度不代表在罗永浩和西贝之间更认可谁,有个常识,原本以为很多人都知道: 人是可 以不站队便拥有自己观点的。 这里说的预制菜,也是泛指,基于大众认知而非贾国龙所说的"国家规定"。不论料理包也好,或者中 央厨房也好,这种有工业流程深度参与的餐饮产品,我们在这里暂时不辨析,统称为预制菜。 餐饮服务行业的人员流动性极高。一个复杂的后厨高度依赖少数核心大厨的技艺,一旦人员流失,餐 厅的出品质量就会受到巨大影响。而简单的后厨通过标准化的流程,可以让经过简单培训的新员工快 速上手,极大地降低了对人的依赖,使餐厅运营更稳定。 "简单后厨"模式是连锁餐饮能够快速扩张的基础。 一家餐厅变成一千家,哪怕每家店的后厨人员需 求减少,其创造的就业岗位总数,也远远超过了单体餐厅的模式。它极大地扩大了餐饮服务业的整体 就业容量。 由于流程标准化,岗位对个人技能的要求大幅降低。新员工只需经过简单培训就能快速上手。 ...
坚决遏制“摊大饼”式扩张,释放什么信号?
虎嗅APP· 2025-09-15 09:49
Core Viewpoint - The article emphasizes the need to curb the "spreading pancake" style of urban expansion in China, indicating a shift from rapid urbanization to stable development and from incremental expansion to qualitative improvement in urban growth [4][8][13]. Group 1: Reasons for Curbing "Spreading Pancake" Expansion - The phrase "firmly curb" indicates a stronger stance on limiting urban expansion compared to previous mentions [7]. - The recent Central Urban Work Conference introduced the concept of transitioning urbanization from "rapid growth" to "stable development" [8]. - The shift from an "incremental era" to a "stock era" marks a significant change since the 1980s, moving away from land-driven development models [9][10]. - Over the past two decades, the rapid proliferation of new cities and districts has led to an oversupply, with over 3,000 new cities planned at one point, capable of housing 3.4 billion people [11]. Group 2: Three Red Lines and Urban Development Boundaries - The recently approved 2035 overall plan outlines three red lines: arable land and permanent basic farmland, ecological protection red lines, and urban development boundaries [16][17]. - Urban development boundaries directly influence the scope of urban expansion, determining the scale of industrial, commercial, and residential land [17]. - Major cities like Beijing, Chongqing, and Shanghai have extensive development boundaries, with over 20 cities exceeding 1,000 square kilometers [18][23]. Group 3: Urban Development Intensity - Urban development intensity is crucial, with only six major cities having a development intensity exceeding 30% [30]. - Shenzhen, Dongguan, and Shanghai have development intensities over 50%, indicating a strong focus on industrial development [32]. - Shenzhen's unique situation is highlighted, as it has a high development intensity despite a mid-range development boundary area [34]. Group 4: Population Caps in Major Cities - The 2035 plan sets population caps based on resource capacity, with Chongqing having the highest cap at 36 million [45]. - Major cities like Beijing, Shanghai, and Guangzhou have caps exceeding 20 million, while Shenzhen's cap is set at 19 million [42][45]. - The actual service population, which includes temporary residents, is projected to push several cities into the 20 million club [47]. Group 5: Remaining Population Growth Potential - Cities like Shanghai and Beijing have limited remaining population growth potential, while Guangzhou has over 3 million [50][52]. - Many second-tier cities have substantial growth potential, with Chongqing, Tianjin, and others exceeding 4 million [53]. - The article suggests that achieving significant population growth in the coming years may be challenging due to declining birth rates and slowing urbanization [54].
听听CEO如何理解菜鸟
虎嗅APP· 2025-09-15 09:49
以下文章来源于黄青春频道 ,作者黄青春Youth 黄青春频道 . 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 题图|视觉中国 菜鸟 CEO 万霖鲜少站在聚光灯下,上周三(9 月 10 日),他主动在杭州菜鸟总部不疾不徐讲了近一个小时。 从虎嗅参会体验来看,即便菜鸟业务缺乏性感的商业叙事、掰开了依然显得艰涩难懂,但万霖对物流行业及电 商趋势的洞察,不失为外界审视中国企业出海的一面镜子。 万霖近一个小时的分享犹如"庖丁解牛",先从中国电商行业现状与发展趋势"下刀",指出短期内所面临的变化 与挑战。 首先,是一慢。 中国电商渗透率已近 50%,每年电商在零售行业渗透率仍有 2% 的提升,东南亚、拉美等新兴市场则保持着近 15% 的年化增速; 但经历过去 20多年高速发展之后,全球平均增速已从两位数增长逐步放缓到 8% 左右。 尤其今年,美国关税政策犹如"蝴蝶扇动翅膀",带动其他国家和地区陆续跟进关税调整,而新政策、新法规落 实到跨境物流会导致成本、标准、门槛也同步变化,对跨境电商冲击尤为明显。 其次,是一快。 宏观一慢一快 过去,电商只占很小份额的时候,传统 2B 供应链与电商供应链是分开 ...
拯救低生育率的“王炸”就要来了?
虎嗅APP· 2025-09-15 09:49
Core Viewpoint - The article discusses the recent hype around the concept of "pregnancy robots" and the subsequent clarification from the founder of Kaiva Robotics, emphasizing that the company is not involved in developing such technology, but rather focuses on humanoid robots [2][3][6]. Group 1: Pregnancy Robots - The initial announcement of a "pregnancy robot" sparked widespread discussion, with some viewing it as a solution to low birth rates and others expressing concerns about ethical implications [2][6]. - Zhang Qifeng, the founder of Kaiva Robotics, clarified that the company is only working on humanoid robot models and has no involvement in pregnancy-related technology [3][4]. - The concept of pregnancy robots is deemed unlikely in the near future due to unresolved scientific and technical challenges, despite historical predictions suggesting that artificial wombs could become commonplace by 2074 [9][12]. Group 2: AI and Childcare - The article highlights the growing market for AI and robotic solutions in childcare, addressing the challenges young parents face in balancing work and child-rearing responsibilities [15][16]. - Various smart products, such as AI baby monitors and interactive robots, are being developed to assist parents in monitoring and caring for their infants [17][19]. - The market for smart baby monitoring devices is projected to reach $2.84 billion globally, with significant growth expected in China’s educational robotics market [18][19]. Group 3: Challenges and Concerns - Despite the potential benefits of AI in childcare, there are concerns about over-reliance on technology, which may lead to reduced parental involvement and potential psychological issues for children [23][25]. - The article emphasizes that while technology can assist in parenting, it cannot replace the essential role of parental presence and engagement in a child's development [24][26].
二手机贩子的新套路,盯上了每个小孩的零花钱
虎嗅APP· 2025-09-15 01:37
Core Viewpoint - The article discusses a new scheme by second-hand phone sellers targeting young children, using enticing offers and deceptive marketing tactics to lure them into purchasing overpriced devices and accessories [5][18][70]. Group 1: Marketing Tactics - The seller, referred to as "果果姐姐," employs colorful packaging and engaging video content to attract children, leveraging their strong perception of colors [19][22]. - The marketing strategy includes misleading claims such as "200 yuan for an iPhone 14," which appeals to students who may not understand the true value of the products [29][70]. - The seller's account promotes direct communication via WeChat, further facilitating the potential for scams [25][27]. Group 2: Customer Experience - A test purchase revealed that the advertised iPhone Xs Max was sold for 1150 yuan, which is significantly higher than its actual market value of 500-800 yuan [58][59]. - The quality of the received products was poor, with issues such as a low battery health of 79% and a substandard replacement screen [56][58]. - The seller's customer service was evasive when confronted with product defects, indicating a lack of accountability [60][66]. Group 3: Ethical Concerns - The article highlights the unethical nature of targeting children with such deceptive practices, comparing it to historical scams in computer markets [70][73]. - It emphasizes the need for parents to guide their children towards legitimate purchasing channels to avoid falling victim to such scams [76].
早报|西贝创始人贾国龙道歉;罗永浩向贾国龙重新开战;美的回应一天工作14小时离职被欠薪;预制菜国标草案过审即将公开征求意见
虎嗅APP· 2025-09-15 00:07
Economic and Trade Relations - China and the US held talks in Madrid regarding economic and trade issues on September 14 [2] - A survey by Freightos indicated that nearly half of the 336 small and medium-sized enterprises in the US reported a cost increase of over 20% due to the government's global tariff threats [3] Investment Policies - New policies to promote private investment are being developed, which will set minimum participation ratios for private capital in major projects in sectors like railways, nuclear power, and oil and gas pipelines [7] Demographics - Japan's elderly population (aged 65 and above) reached 36.19 million, accounting for 29.4% of the total population, marking a historical high [8] - The number of employed individuals aged 65 and above is projected to reach 9.3 million in 2024, representing 13.7% of the total workforce [9] Industry Developments - The draft national standard for pre-prepared food safety is set to be publicly solicited for opinions, marking a significant step towards regulation in the pre-prepared food industry [13][15] - Midea Group responded to allegations of excessive working hours and unpaid wages, asserting that the claims were unfounded and that the employee's salary had been settled [21] Corporate Strategies - BYD's CEO Wang Chuanfu expressed ambitions to produce 10 million vehicles annually by 2028, aiming to surpass Toyota in global automotive production [30] - Tesla's CEO Elon Musk announced plans for the large-scale deployment of FSD V14 by the end of 2025 and the mass production of the Optimus robot by the end of 2025, highlighting significant advancements in AI and robotics [31]
当钱不再是钱,黄金也不再是黄金
虎嗅APP· 2025-09-15 00:07
Core Viewpoint - The current gold bull market has reached its peak in the first half of this year, with significant participation from younger investors, indicating a shift in market dynamics [5][6][7]. Group 1: Economic Context - The rise in gold prices is seen as a reaction to the increasing debt levels and low interest rates globally, where governments continue to borrow despite rising debt [15][21][22][30]. - Since the 2008 financial crisis, global debt has surged, with total debt reaching $324 trillion, surpassing global GDP by 332.7% [38][39]. - The trend of low interest rates persists, with the U.S. experiencing a decline in rates despite rising debt levels, which has been a significant driver of economic growth [23][24][25]. Group 2: Gold Market Dynamics - The gold price has recently surged, breaking the $3700 per ounce mark, reflecting a growing fear among investors and a departure from traditional valuation metrics [10][11][12]. - The demand for gold has been driven by central banks, which purchased a record 1082 tons in 2022, indicating a shift in investment strategies [92][93]. - The traditional three-factor model for gold pricing, which includes actual interest rates and inflation expectations, has begun to fail, leading to unpredictable price movements [94][95][96]. Group 3: Future Implications - As governments continue to expand their debt, the need for "hard assets" like gold is expected to increase, suggesting a long-term bullish outlook for gold prices [50][85]. - The expectation of further monetary easing and potential negative interest rates could exacerbate the situation, making gold an attractive hedge against currency devaluation [80][81][82]. - The ongoing purchasing behavior of central banks indicates a strategic shift that could redefine the value of gold in the financial landscape [100].
零跑冲向年销400万辆?
虎嗅APP· 2025-09-14 13:37
Core Viewpoint - The founder of Leap Motor, Zhu Jiangming, asserts that to survive, new energy vehicle companies may need to achieve annual sales of at least 4 million units, significantly higher than the previously accepted threshold of 1 million units for traditional fuel vehicles [2][3]. Group 1: Leap Motor's Growth Strategy - Leap Motor is currently experiencing rapid growth, with a target of reaching 1 million units sold within the next year, given its over 100% growth rate [5]. - The company aims to achieve a balanced sales volume between domestic and international markets, with a goal for overseas sales to eventually surpass domestic sales [6]. - Leap Motor's strategy includes a "high cost-performance" pyramid approach, which has successfully driven domestic market growth and aims to push sales to 2 million units [7][15]. Group 2: Sales Performance and Market Position - As of August, Leap Motor has maintained the monthly sales champion position among new energy vehicle companies for six consecutive months, with a record monthly sales of over 50,000 units [8]. - The company has exported 25,000 vehicles from January to July and aims for a total annual sales target of 500,000 units [8]. - Leap Motor's product matrix, particularly the C series SUVs, has shown strong sales growth, with year-on-year increases of 77%, 29%, and 35% for the C10, C11, and C16 models, respectively [10]. Group 3: International Expansion - Leap Motor's overseas sales have surged by 1762% in the first half of the year, with over 30,000 units delivered internationally by August [20]. - The company has established over 700 sales and service outlets in collaboration with Stellantis, enhancing its market presence in Europe [20]. - Leap Motor's pricing strategy, including a competitive leasing model, has lowered barriers for European consumers, making its vehicles attractive for urban commuting [20][21]. Group 4: Financial Performance and Brand Perception - Leap Motor's gross profit margin has risen to 14%, approaching the industry standard of 15%-20%, with a path to profitability becoming clearer [26]. - The company has received positive feedback for its customer service, achieving a 100% response rate to consumer complaints, which has bolstered its brand reputation [26]. - Leap Motor's approach focuses on delivering expected products at reasonable prices, contrasting with competitors that emphasize advanced technology features [26][27].
年轻人扎堆读二硕:手握2个研究生学位,更好找工作?
虎嗅APP· 2025-09-14 13:37
以下文章来源于十点人物志 ,作者吕一含、灯灯 十点人物志 . 当然,重返校园换来的不一定是重启人生。有人收获了不错的工作机会,也有人怀疑自己的选择,在 跌跌撞撞中摸索方向。 学历或许并不是最终答案,读书本身也不能解决所有问题,对他们而言,真正重要的是过程中的思考 和体验——"我想过上什么样的生活,我希望成为什么样的人"。 在这里,遇见每一个值得被记录的人 本文来自微信公众号: 十点人物志 ,作者:吕一含,编辑:灯灯、野格,题图来自:AI生成 一个硕士学位已经满足不了这届年轻人了。 "上海教师辞职去巴黎,读人类学二硕"; "辞职留学回国,31岁集齐国内外三个硕士"; "放弃澳洲全奖博士,我在新西兰读社工硕士"。 这些看起来有些曲折的路径选择并非个例。当下,越来越多的年轻人开始把读第二个硕士,甚至第三 个硕士,当作应对求职焦虑和工作倦怠的一种方式。 我们和几位选择读二硕、三硕的年轻人聊了聊。他们之中,有人将再读一个硕士视为职场升职加薪的 敲门砖;有人是为了逃离原先疲惫麻木的工作和生活,寻找另一种可能;也有人仅仅是出于兴趣,在 经济独立后选择在喜欢的领域自由探索。 一、名校研究生毕业,我决定出 国读第二个硕士 20 ...