让出门问问盈利的一场内部革命:裁员、降薪、取消中层
虎嗅APP·2025-09-20 02:56

Core Viewpoint - The article discusses the transformation of the company "出门问问" (Mobvoi) under the leadership of its founder, Li Zhifei, focusing on the implementation of a "reduction revolution" to streamline operations and enhance efficiency through AI integration [4][5][7]. Group 1: Company Strategy and Performance - The company has undergone significant changes since its IPO in April 2024, initially branded as the "first AIGC stock," but faced challenges in its first earnings report [5]. - The "reduction revolution" involved cutting R&D expenses from 55 million yuan to 38 million yuan and reducing staff from nearly 400 to under 200, with R&D personnel decreasing by about two-thirds [8]. - The company aims to achieve more with fewer employees, leveraging a self-designed Coding Agent software to enhance operational efficiency and transparency [9][10]. Group 2: AI Integration and Management Changes - The Coding Agent software serves as a central management tool, allowing real-time tracking of engineers' work and promoting transparency in the development process [9][10]. - Li Zhifei's management philosophy emphasizes direct oversight of code rather than relying on verbal reports, leading to a cultural shift within the company [10][11]. - The company is attempting to eliminate middle management layers to foster direct communication between executives and frontline employees, aiming for a more agile organizational structure [14][17]. Group 3: Employee Adaptation and Organizational Culture - The transition to an AI-driven management model has led to a natural selection of employees, with those unable to adapt to the new transparency and collaboration standards leaving the company [18][19]. - The company reported a significant increase in revenue per employee, from 542,000 yuan in 2024 to 978,000 yuan in 2025, indicating positive outcomes from the restructuring efforts [19][21]. - Despite the positive performance metrics, challenges remain, including unresolved issues within the Coding Agent software and the incomplete elimination of middle management [21][22]. Group 4: Founder’s Evolution and Vision - Li Zhifei's personal evolution as a leader reflects a shift from a broad innovation approach to a more focused strategy, emphasizing core competencies in software and AI rather than hardware complexity [25][27]. - The founder views the Coding Agent as a critical component of the company's future, believing it will facilitate the desired organizational transformation [30][31]. - The ongoing journey towards "organizational AIization" is still in progress, with the ultimate goal of achieving a fully transparent and efficient operational model [29][37].