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AI 六小龙智谱上市冲刺期,多团队紧急裁员
凤凰网财经·2025-10-09 13:48

Core Viewpoint - The article discusses the recent layoffs at Zhipu, a leading AI company, highlighting the urgency and lack of empathy in the process, which reflects the company's struggle between profitability and the pressures of going public [4][11][20]. Group 1: Layoff Details - Zhipu has implemented rapid layoffs, with employees given only two days' notice before their last working day, which has caused significant frustration among staff [5][8]. - The layoffs affected key departments, including the R&D center, which is crucial for the company's revenue generation, particularly from state-owned enterprises [7][9]. - Employees believe the layoffs are part of a strategy to present a more favorable financial report ahead of the company's IPO, aiming for higher efficiency [9][19]. Group 2: Organizational Restructuring - The layoffs are seen as a compromise following a loss of momentum in commercialization and imbalances in investor power [11][12]. - Following a major strategic shift in April, Zhipu restructured its business lines to reduce overlap and improve efficiency, but this did not initially lead to layoffs [12][14]. - The restructuring was influenced by the success of DeepSeek, which has changed the competitive landscape for AI companies, forcing Zhipu to adapt its business model [14][15]. Group 3: IPO Preparation - Zhipu is the first among the "AI Six Dragons" to pursue an IPO, with plans to submit its application by October [17][18]. - The company has faced criticism for its organizational structure, which is perceived as top-heavy, necessitating adjustments before the IPO [18][19]. - The adjustments are aimed at correcting the valuation logic in the capital market, moving away from low-margin, long-cycle customized projects to more profitable models [20][21]. Group 4: Market Position and Challenges - Zhipu's shift towards C-end products, particularly focusing on international markets, is part of its strategy to enhance profitability and market appeal [20][21]. - The company faces significant competition from established players and emerging startups, making it challenging to carve out a distinct market position [22].