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星巴克CEO称,“AI咖啡师”可实时辅助咖啡制作
财富FORTUNE· 2025-10-21 13:04
星巴克首席执行官布莱恩·尼科尔。图片来源:Eugene Gologursky/Getty Images for Fast Company 星巴克(Starbucks)首席执行官布莱恩·尼科尔证实,这家咖啡巨头正在深入开展人工智能试验。他透 露,公司内部已开发出可实时协助员工工作的系统,并暗示未来星巴克App或将具备"先于顾客下单"就 能预测点单的能力。 在旧金山举行的赛富时(Salesforce)年度技术盛会Dreamforce上,尼科尔强调,尽管星巴克目前在AI领 域仍处于学习和试验阶段,但该技术已经开始助力公司实现再次成为"全球最佳客户服务企业"的目标。 这些AI举措是尼科尔上任CEO一年多来推动战略转型的重要组成部分。星巴克正将战略重心从效率与 任务导向,转向重新聚焦于提供卓越的客户服务体验,确保咖啡师能获得充足的资源和支持,为顾客制 作更具个性化的饮品。例如,7月,尼科尔叫停了强调"减少人际互动、增加移动端下单自提点"的策 略,转而回归由传奇CEO霍华德·舒尔茨所倡导的"第三空间"理念,让门店再次成为人们放松、社交与 交流的场所。到了10月,尼科尔进一步加码,以10亿美元重组计划全面推动这一战略落地。 ...
伏笔与本能
财富FORTUNE· 2025-10-21 13:04
克里斯蒂安先生(Kristian Reimer Hauge)身形高大,衣着得体,他像一名称职甚至出色的导游,带领 参观者穿行在乐高集团迄今快要满100年的历史中。当然,这是一个比喻。 事实上,9月第一个星期二的下午,克里斯蒂安先生和他的访客,一直都身处一栋砖木结构的老房子 中。 在乐高集团,这栋房子的官方名称是LEGO IDEA House。不过在比隆,也就是乐高集团总部从未离开 过的小镇上,无论普通居民还是乐高员工,似乎都更喜欢以"红房子"之名呼唤它。 在这座被视为乐高集团历史原点的建筑物里,克里斯蒂安先生和他的访客总共待了51分钟——他们从一 个房间踱到下一个房间,看过一个展柜接着看下一个展柜,从乐高集团可追溯的历史中还是一个木工作 坊时的第一个玩具产品木头鸭子,到作为全世界最大的玩具公司的最新一款乐高积木,这栋房子中陈列 着乐高集团的起源、发展,记录着乐高集团与世界上其他所有成功公司一样拥有的那些耀眼时刻,当然 也有世界上无论多成功的公司都无法完全逃脱的几个迷茫瞬间。这里是每一个已经不满足于通过积木颗 粒本身了解乐高品牌的人必须到访的地方。在这栋房子中,在那些展柜面前,他们几乎要毫不节制地以 自己能发出 ...
OpenAI押宝成人内容,但它能确保ChatGPT安全吗?
财富FORTUNE· 2025-10-21 13:04
OpenAI首席执行官山姆·奥尔特曼(Sam Altman)宣布,ChatGPT即将面向通过年龄验证的成年用户开 放情色内容生成功能。奥尔特曼将此举阐释为"像对待成年人一样对待成年用户"。消息发布之际,正值 所谓的"AI精神错乱"案例增多,OpenAI因其AI聊天机器人可能影响用户心理健康而面临审查。此前, 包括埃隆·马斯克(Elon Musk)旗下的xAI在内的竞争对手,已在其平台上推出了性暗示更明显的聊天 机器人"伴侣"。 市场对能够进行浪漫互动的AI聊天机器人显然存在巨大需求。《哈佛商业评论》(Harvard Business Review)今年4月对6000名常规AI用户的调查发现,"陪伴和治疗"是最常见的用途。另据方舟投资 (Ark Invest)的一项研究,专注于成人内容的AI平台去年取得了显著增长,市场份额从前一年的仅 1.5%大幅提升至14.5%,抢占了此前由OnlyFans主导的市场。 一些以AI聊天伴侣为卖点的流行替代品,如Character.ai(Character.ai)和Replika(Replika),也印证了 用户对此日益增长的需求。今年早些时候,xAI为其聊天机器人Grok推出 ...
万亿美元级别企业成本重压:关税代价最终由谁承担?
财富FORTUNE· 2025-10-21 13:04
Core Insights - The report by S&P Global indicates that corporate losses this year are expected to increase by at least $1.2 trillion compared to earlier predictions, primarily due to the impact of tariffs, rising wages, energy prices, and increased capital expenditures, especially in AI infrastructure [2][5] - S&P Global forecasts total corporate spending to reach $53 trillion this year, revising its earlier estimates from January [2] - The analysis is based on predictions from over 15,000 analysts covering approximately 9,000 publicly traded companies, which collectively represent about 85% of the global stock market capitalization [2] Corporate Profitability - The report highlights a significant contraction in expected global corporate profit margins, with a projected loss of approximately $907 billion, equating to a 0.64% decrease in profits for the companies covered by sell-side analysts [2][4] - The loss is attributed to a combination of a $600 billion upward revision in revenue forecasts and a $300 billion downward revision in profit forecasts [2] Consumer Impact - Approximately two-thirds of the estimated $907 billion loss is being passed on to consumers through price increases, amounting to about $592 billion [3] - The remaining one-third, approximately $315 billion, is being absorbed internally by companies through reduced profit margins [4] Broader Economic Implications - The analysis extends beyond the 9,000 covered companies, including an additional estimated $155 billion in expenses from uncovered public companies and about $123 billion from private equity and venture capital-backed firms, leading to a total incremental cost of $1.2 trillion by 2025 [5] - The debate continues regarding who bears the brunt of the price increases driven by tariffs, with differing views on the impact across income levels [6][7] Tariff Effects - The report suggests that tariffs act as a regressive tax, disproportionately affecting low-income consumers who spend a larger portion of their income on goods subject to tariffs [6][7] - High-income households are less affected by these price increases due to their financial flexibility and spending patterns [7] Government Response - The White House maintains that the pressure on American consumers will be temporary, asserting that the costs of tariffs will ultimately be borne by foreign exporters [8] - Companies are reportedly adjusting and diversifying their supply chains in response to tariffs, including efforts to bring production back to the U.S. [8] Profit Loss Estimates - S&P Global warns that the estimated corporate profit losses could be higher than the "highly conservative" figures presented, as companies not covered by analysts tend to be smaller and less diversified [9]
联合国警告:气候危机进入“极度危险”阶段
财富FORTUNE· 2025-10-20 13:06
Core Insights - The World Meteorological Organization (WMO) reports that carbon dioxide levels have reached their highest in at least 800,000 years, with growth rates tripling since the 1960s [2][3] - The report highlights a "vicious cycle" of climate change exacerbated by emissions from fossil fuels and increasing wildfires, while the Earth's ability to absorb these gases is diminishing [3] Summary by Sections Carbon Dioxide Levels - The average global carbon dioxide concentration is projected to increase at the highest annual rate since monitoring began in 1957, rising from 2.4 ppm (parts per million) during 2011-2020 to 3.5 ppm for 2023-2024 [3] Climate Change Impacts - The WMO emphasizes that the heat trapped by greenhouse gases is intensifying climate warming, leading to more extreme weather events, which poses risks to economic security and social welfare [3] - Climate Analytics CEO Bill Hare describes the new data as "shocking and concerning," indicating a feedback loop driven by record high temperatures, forest fires, and warming oceans [3] Global Response and Commitments - Despite some governments continuing to promote fossil fuel use, certain companies and local governments are taking proactive measures against global warming [3] - However, few countries have made new climate commitments that adequately address the severity of the climate crisis [3] Future Projections - The WMO warns that the increase in greenhouse gas concentrations in 2024 indicates a long-term warming trajectory, with methane and nitrous oxide levels also reaching historical highs [3] - The report raises doubts about the world's ability to meet the goals of the Paris Climate Agreement, which aims to limit global temperature rise to 1.5 degrees Celsius above pre-industrial levels [3]
如何为大自然定价?新型模式初现曙光
财富FORTUNE· 2025-10-20 13:06
Core Viewpoint - The article emphasizes the integration of biodiversity protection into corporate strategies, highlighting the shift from viewing environmental protection as a burden to recognizing it as an asset that can enhance long-term resilience and attract capital [3][4][5]. Group 1: Corporate Initiatives in Biodiversity - China Three Gorges International Corporation has established a fish breeding center at the Brazil's Salto Hydropower Station, demonstrating a commitment to ecological protection through practical initiatives [3]. - The company collaborates with São Paulo University to control the invasive species golden mussel using genetic technology, showcasing a proactive approach to biodiversity management [3]. Group 2: Financial Models and Sustainable Investment - Professor Qiu Ciguang from Shanghai Jiao Tong University proposes a "three-dimensional model" for financial investment that incorporates ESG impact as a critical dimension alongside risk and return [4]. - The article discusses the importance of developing business models that balance production and ecological protection, advocating for government or philanthropic intervention in extreme cases [4]. Group 3: Financial Tools for Sustainable Development - Investment tools such as green bonds and green loans are highlighted as essential for achieving sustainable finance, allowing companies to integrate international ESG principles into their operations [4]. - Suzano, a Brazilian forestry giant, links 46% of its financial investment portfolio to ESG goals and issued its first green panda bond in China for sustainable land management [5]. Group 4: Future Directions in Capital and Ecology - The article suggests that ecological protection is becoming a core component of corporate strategy rather than merely an added cost, indicating a shift in how businesses approach sustainability [5]. - The emerging mechanism of "protectors earning money and destroyers paying" is seen as a promising direction for aligning capital with ecological protection efforts [5].
五粮液高分荣获2025年EFQM全球奖(七钻)最高级别认证
财富FORTUNE· 2025-10-20 13:06
Core Viewpoint - Wuliangye has achieved the highest score for a Chinese company in the history of the EFQM Global Award, receiving the "Seven Diamonds" certification and the "UN Sustainable Development Goals Implementation and Corporate Performance Excellence Award," highlighting its outstanding performance in performance management and sustainable development [1][5]. Group 1: EFQM Global Award Overview - The EFQM Global Award, established in 1991, is one of the world's three major quality awards, alongside the Deming Prize and the Malcolm Baldrige National Quality Award, aimed at recognizing outstanding organizations globally [3]. - The award is based on a globally recognized excellence performance management framework and has been awarded annually since 1992 [3]. Group 2: Wuliangye's Achievements - In 2023, over 200 companies globally participated in the EFQM Global Award evaluation, with only 14 companies recognized for their excellence, including Wuliangye, which is the only company to achieve such results within one year of implementing the EFQM model and RADAR logic [5]. - Wuliangye has been a pioneer in comprehensive quality management since the 1980s, integrating quality management deeply into its corporate strategy and operations [5]. Group 3: Sustainable Development Initiatives - Wuliangye has established a complete system based on its "Harmony and Beauty" culture, focusing on sustainable development and aiming to create a "zero-carbon liquor enterprise," integrating green practices throughout its entire value chain [8]. - The company actively promotes ESG awareness and zero-carbon emissions among its suppliers, demonstrating exceptional industry leadership [8]. Group 4: Future Directions - Wuliangye plans to continue adhering to its quality philosophy of "Quality as the Foundation, Craftsmanship in Brewing," driving management innovation and industrial upgrades to showcase the excellence and responsibility of Chinese national brands on the global stage [10].
浏览器大战重燃:人工智能引爆新战场
财富FORTUNE· 2025-10-20 13:06
Core Insights - The article discusses the evolution of web browsers, highlighting the shift from traditional browsing to AI-driven experiences, marking a significant transformation in user interaction with the internet [1][2][3]. Browser Market Dynamics - The competition in the browser market has intensified with the integration of generative and agent-based AI features, leading to a new user acquisition battle among companies like Google Chrome, Perplexity's Comet AI browser, and Opera [1][2]. - Historically, the browser market saw major shifts, with Google Chrome dominating due to its speed and integration with the broader Google ecosystem, while the current focus is on providing seamless AI-driven experiences [6][7]. User Experience Transformation - The traditional browsing experience has remained largely unchanged for nearly two decades, primarily involving URL input and link clicking. However, companies are now aiming to provide a more interactive experience where browsers can answer questions and perform tasks directly [2][5]. - AI-driven browsers, such as Perplexity's Comet and Opera's Neon, are designed to execute tasks on behalf of users, enhancing functionality beyond mere navigation [2][3]. Privacy Concerns - The rise of agent-based AI browsers raises significant privacy concerns, as these tools can access and analyze more user data, potentially inferring user intentions and emotions [18][19]. - Companies are aware of these risks and are implementing measures to protect user data, such as end-to-end encryption and limiting data processing to user requests [19].
IMF总裁:特朗普无法阻止国际贸易
财富FORTUNE· 2025-10-19 13:07
Core Viewpoint - The ongoing US-China trade conflict raises concerns about the end of global cooperation, but there is a belief that trade will adapt and continue despite challenges [2][3]. Group 1: Trade Dynamics - Kristalina Georgieva, the IMF president, argues that the notion of trade being "dead" is exaggerated, stating that trade will find ways to navigate obstacles [3]. - Despite increasing uncertainty, many countries recognize the importance of cooperation over division, with 188 out of 191 IMF member countries choosing not to retaliate against US tariffs and instead engaging in regional trade [3]. - China's exports saw an 8.3% year-on-year increase in September, driven by strong trade growth with the EU, while exports to the US fell by 27%, marking a six-month streak of double-digit declines in trade with the US [3]. Group 2: Role of Business Leaders - Business leaders are seen as potential stabilizing forces in turbulent times, with the private sector demonstrating greater flexibility and adaptability compared to government interventions [4]. - Georgieva emphasizes the need for female business leaders to anticipate worst-case scenarios and prepare for challenges, highlighting the resilience and strength of women in facing crises [4].
对话学者:从困于系统,到跳出系统
财富FORTUNE· 2025-10-18 13:25
Core Insights - The article discusses the evolution of the concept of being "trapped in a system," which has transformed from a specific occupational dilemma to a broader metaphor for modern existence, highlighting the complexities of organizational structures, evaluation systems, and cultural inertia [1] - A counter-current of "escaping the system" is emerging, with new groups like digital nomads and solo entrepreneurs seeking alternative ways of living, empowered by technology that allows for greater personal freedom and value expansion [1][3] - The article raises questions about what individuals are escaping from, the costs associated with this escape, and whether an ideal existence truly exists outside the system [1] Group 1 - The characteristics of those who escape the system are described as "freedom" and "mobility," but these are not universally accessible, largely depending on personal capital such as education and skills [3] - Predictions indicate that by 2035, the global number of digital nomads will exceed 1 billion, yet most individuals may not sustain this lifestyle for more than three years [3] - The metaphor of a "besieged city" is used to illustrate the dual desires of those inside the system wanting to escape and those outside potentially wanting to return, as the system provides security and belonging [3][4] Group 2 - The article emphasizes that while individuals may gain freedom by escaping the system, they may also lose stability and support, as there is no free lunch in terms of freedom or civilization [4] - The concept of an "external scorecard" that defines self-worth through external metrics like job title and income becomes ineffective outside the system, leading to potential feelings of disconnection and loss of meaning [5] - Despite challenges, the trend of "system jumpers" is seen as irreversible, prompting companies to adapt by shifting from controlling time to fostering creativity and providing a sense of belonging [6] Group 3 - Over 50 countries have introduced digital nomad visas, but there is a lack of comprehensive support systems in areas like housing, education, and healthcare, which are crucial for retaining talent [6] - The ongoing evolution of systems suggests a shift from being restrictive to empowering, requiring individuals to find a balance between freedom and security, independence and connection, innovation and stability [6] - The courage of those who first "jump out" of the system is acknowledged as a source of inspiration, as they often lead to significant changes in the world [6]