快手遇P0级安全事故，市值蒸发近百亿；字节120名员工因触犯红线被辞退；Karpathy自曝“作为程序员从未感到如此落后”，引爆焦虑｜AI周报

Group 1 - OpenAI co-founder Andrej Karpathy's tweet has caused anxiety in the tech industry, stating that programmers feel increasingly obsolete as their role is being dramatically restructured [2][3][4] - Karpathy emphasized the need for programmers to adapt to a new programming abstraction layer that includes various advanced concepts and tools, warning that failure to do so would be a "skills issue" rather than an external environment problem [3][4] - The industry is experiencing a shift where the traditional engineering practices are being intertwined with new AI capabilities, leading to existential anxiety among professionals [4] Group 2 - Kuaishou faced a P0-level security incident on December 22, 2025, resulting in a market value loss of approximately 101.5 billion HKD (around 91.75 billion RMB) due to a large-scale attack that injected inappropriate content into live streams [5][8] - The incident highlighted the need for platforms to transition from single defense mechanisms to systemic governance in operational security [5] - Following the incident, Kuaishou's stock price dropped by 3.52%, closing at 64.35 HKD per share [8] Group 3 - JD.com announced that over 92% of its employees will receive full or above-year-end bonuses for 2025, with average bonuses reaching 25 months' salary for the procurement and sales department [9][10] - The year-end bonus structure includes significant increases, with top performers potentially receiving bonuses up to 12 times their monthly salary [9][10] Group 4 - ByteDance reported the dismissal of 120 employees for violating company policies, with 28 of them being publicly named, including 14 who were referred to judicial authorities for criminal activities [11][12] - The company has increased transparency regarding disciplinary actions related to leaking confidential information and spreading false information on social media [12][13] Group 5 - NVIDIA has restructured its cloud team, signaling a retreat from direct competition with giants like Amazon and Microsoft, focusing instead on internal needs and reducing aggressive expansion targets [14] - Analysts view this decision positively, suggesting it allows NVIDIA to concentrate resources on research and development [14] Group 6 - Microsoft CEO Satya Nadella has been actively involved in overseeing AI product development, holding weekly meetings with core technical teams to ensure progress and address performance issues [15] - Nadella's hands-on approach indicates a shift in leadership dynamics within Microsoft, as he takes on a more prominent role in product management [15] Group 7 - Doubao, a product from ByteDance, has reportedly surpassed 100 million daily active users, becoming one of the lowest-cost products to achieve this milestone within the company [16][17] - Despite its success in user engagement, concerns remain regarding Doubao's commercialization path and the associated costs impacting profitability [16][17] Group 8 - Cloud Deep has initiated its IPO guidance, focusing on intelligent robotics, with recent funding exceeding 500 million RMB [19][20] - The company is part of a group of emerging robotics firms in Hangzhou, emphasizing its commitment to developing advanced robotic technologies [19][20] Group 9 - MiniMax has received approval for its IPO in Hong Kong, aiming to become a leading player in the AI model sector, competing with other companies in the space [21] - The company has developed a range of multimodal AI models, showcasing its capabilities in various applications [21]