AI不只是应用工具，已经开始帮助人类攻克基础科学的"卡脖子"问题。 文|《中国企业家》见习记者 孙欣 记者 王怡洁 见习编辑|李原 编辑|何伊凡 图片来源|受访者 "如果公司是艘在深海中探索的船，我是最不能跳船那个人。"深度原理总部位于杭州，其创始人贾皓钧 将自己的办公室命名为"哥伦布"。在他看来，在AI for Science这个全新的风口创业，无异于"哥伦布探 索新大陆"。 成立一年多时间以来，深度原理正在研发、融资和商业化上一路狂奔。贾皓钧每天早上会保持五到十分 钟的深度思考，盘点目前公司有哪些风险，以及下一个目标在哪里。这个习惯，从2023年贾皓钧创业时 开始。那时他正在麻省理工学院（以下简称MIT）攻读博士学位。 AI for Science（科学智能，行业简称"AI4S"），意指用AI来做新的科学发现。2023年，美国贝克团队与 谷歌DeepMind开发的深度学习模型"RFdiffusion"问世，该模型预测了约2亿个蛋白质结构，并可一键设 计和生成蛋白质。2024年，诺贝尔化学奖被授予了贝克团队和DeepMind团队。 同一年，贾皓钧正式创立深度原理，团队基于生成式AI和第一性原理的融合，将AI ...

Win.d 马斯克十倍目标 如何激发团队 突破上限 你敢试吗? 第一性原理驱动变革,十倍目标催化跃迁 为什么"合理KPI" 正在谋杀销售潜力? 肪脚够得到的指标 惯用方法推进 月底挣 扎达标 安全,却难见突破。 马斯克铁律: "目标高十倍,解题方式必须颠覆!" 当马斯克要求SpaceX将火箭成本降90%时 团队惊呼不可能! 结果 ? 可回收火箭改写航天史 -- 突破性目标激发颠覆创新! 方式一(官网直通车) 速递简历至万得招聘官网 https://www.wind.com.cn Q 方式二 (扫码闪电投) 长按识别二维码,一键抢占席位 十倍目标如何激发超常战力? × 传统 十倍 日成交X单 ← 日打X电话 推动探索社群运营 ← KOL合作 成交1.5单 AI获客 ... 撕碎路径依赖 当旧方法失效,创新方案自然浮现 激活专注力 放弃无效社交,话术/客户分层极致优化 在万得 正是那些敢于设定非凡目标的突破者 正在重塑增长边界 他们坚信: 取法乎上,得乎其中 -- 即使未能完 全实现远大目标,仍然碾压'合理'目标! 突破者 加入万得, 置身专属成长加速体系, 锚定非凡目标, 让潜力十倍释放。 - 即刻行动 - ...

以下文章来源于晚点Auto ，作者晚点团队 晚点Auto . 从制造到创造，从不可能到可能。《晚点LatePost》旗下汽车品牌。 行业第一家量产交付的智能房车企业。 文 丨 祝颖丽 编辑 丨 宋玮 Pebble 产品照 以下是《晚点 Auto》与杨秉锐的对话。 把传统房车一步带到了新时代 晚点 ：你们产品之前在英伟达 GTC 等国际展会亮相，也获得一些奖项，去年时代杂志还把你们产品 评为最佳发明，现在第一款产品交付后，市场反馈如何？ 2020 年，疫情席卷全球，像无数被困在家中的美国中产家庭一样，杨秉锐决定租一辆房车带家人去 "逃离" 现实；但到了营地，为了把这个庞然大物倒进车位，他和太太在众人的注视下折腾了近一个小 时，巨大的挫败感甚至引发了争吵。 这次狼狈的经历，成为了 Pebble 诞生的缘起。杨秉锐意识到，这也许不只是一次糟糕的用户体验，更 是巨大品类机会，因为在特斯拉已经重塑汽车的时代，房车这个行业，竟然还停留在 "前燃油车时 代"——没有动力、没有智能、依赖 "家装式" 手工打造、极易损坏。 杨秉锐此前在苹果工作十年，负责 iPhone 硬件开发，后又在 Zoox 和 Cruise 两家头部自动 ...

Group 1 - The core announcement is that XPeng Motors is set to launch its first flagship large six-seat SUV named XPeng GX, addressing the current market's challenges in comfort, space, and driving dynamics for three-row SUVs [2] - XPeng's CEO, He Xiaopeng, emphasized that the decision to develop the large six-seat SUV is based on user research data, highlighting the compromises families face regarding comfort and space during travel [2] - The XPeng GX is designed from the "first principles" perspective, utilizing complete AI thinking to create a full-size family flagship SUV [2] Group 2 - The XPeng GX is built on the new SEPA 3.0 physical AI vehicle architecture, which enhances integration, intelligence, handling, and safety compared to previous generations [3] - The vehicle incorporates the praised "comfortable large space" and "flexible driving" features from the XPeng X9, resolving the conflict between space and comfort in three-row SUVs [3] - The XPeng GX aims to provide a practical large trunk even when fully loaded with six passengers, and it features an AI chassis with steer-by-wire and rear-wheel steering for improved maneuverability and stability [3]

Core Viewpoint - Pebble is the first company to mass-produce and deliver smart RVs, aiming to revolutionize the RV industry by integrating advanced technology and user-friendly features into their products [1][2]. Group 1: Company Overview - Pebble's first product, Pebble Flow, is a fully electric trailer RV equipped with a 45kWh battery and dual motor system, allowing it to operate autonomously and significantly improving user experience [2][5]. - The company has already delivered hundreds of units and is experiencing positive user feedback, particularly regarding its automated features like the Magic Hitch [5][6]. - Pebble aims to establish itself as a high-end brand before expanding into the mass market, similar to Tesla's strategy with its Model S/X [3][10]. Group 2: Market Context - The RV market in the U.S. is valued at approximately $25 billion annually, with only about 10% of American households owning an RV, indicating significant growth potential [3][14]. - Competition is increasing with new entrants like Lightship and KEPLO, but Pebble's first-mover advantage and established user base position it favorably in the market [3][10]. Group 3: Product Features and Innovations - Pebble Flow features a unique design that allows for easy towing and parking, with automated systems that reduce the time and effort required for setup [6][9]. - The RV is designed with a focus on energy efficiency, utilizing a high-voltage battery system that allows for extended use without the need for frequent recharging [7][15]. - The interior design maximizes space efficiency, with multifunctional areas that enhance usability without compromising comfort [9][8]. Group 4: Competitive Advantage - Pebble's team possesses a strong internal drive and commitment to product excellence, which contributes to its rapid production and delivery capabilities [13][30]. - The company leverages a global supply chain, sourcing components from China while maintaining assembly in the U.S., which enhances efficiency and cost-effectiveness [16][17]. - Pebble's focus on user experience and addressing common pain points in traditional RVs sets it apart from competitors who may not prioritize these aspects [6][19]. Group 5: Future Plans - The company plans to expand its product line and develop a comprehensive maintenance network across the U.S. by 2026, while also exploring new product innovations [31][30]. - Pebble's long-term vision is to create a scalable living platform centered around energy and smart technology, moving beyond just selling RVs [31].

【留美学子】第3732期 13年国际视角精选 仰望星空·脚踏实地 【 陈 屹 视 线 】 教 育 · 人 文 · 名 家 文 摘 马斯克为何捅破"印度CEO的神话" 在过去的二十年里，硅谷的权力走廊里流传着一套无往不利的"成功算法"：名校MBA背景、极高的情 绪价值、如鱼得水的流程管理、以及对"政治正确"的精准把控。 这套算法将印度裔精英推向了权力的巅峰，帕拉格·阿格拉瓦尔（Parag Agrawal）们成为了全球化精英 最完美的样板。 然而，当埃隆·马斯克（Elon Musk）带着一架水槽走进Twitter总部时，这套算法彻底死机了。 这不仅是一次简单的CEO交接，更是一场关于"工程师文化"与"经理人文化"的惨烈对撞。 马斯克辞退印度裔高管，绝非偶然，而是他蓄谋已久的一场"去油腻"手术。 第一性原理对官僚主义的清算 马斯克与阿格拉瓦尔的矛盾，本质上是"造物者"与"管理者"的阶级斗争。 在两人的短信往来中，这种错位感近乎荒诞。 阿格拉瓦尔谈的是"长期愿景"和"团队士气"，这些辞藻华丽、逻辑圆润，是标准的硅谷高管范式。 但在推行"第一性原理"的马斯克眼中，这些都是废话。 他直接质问加德："你到底是规则的执行者， ...

凤凰网科技讯 2月5日，小鹏汽车董事长何小鹏发微博表示，小鹏即将迎来第一款旗舰级大六座SUV， 命名为：小鹏GX。 何小鹏介绍，它的研发代号是G01。这个"1"，代表我们从 "第一性原理"出发，用完整的AI思维，重新 设计一台全尺寸家用旗舰SUV。 据悉，小鹏GX基于划时代SEPA 3.0"物理AI"整车架构打造，宣称能终结六座SUV长期存在的"不可能三 角"。 对于小鹏为什么还要造一台大六座SUV，何小鹏表示，当前市场上三排座SUV的不可能三角，舒适、空 间、操控不可兼得，这迫使许多家庭，在每一次出行前，都要做出妥协。"我们不希望重复和妥协，所 以，今天我们带来了全新的科技旗舰。"他说。 ...

Core Insights - Tesla's journey has been characterized by extreme challenges and remarkable comebacks, illustrating a narrative of ambition, crisis, and innovation [4][32] - The company has transitioned from a struggling startup to the world's most valuable automaker, showcasing a unique approach to manufacturing and technology [4][28] Group 1: Historical Context and Challenges - In 2017, Tesla faced significant production issues at its Fremont factory, struggling to meet production targets for the Model 3, which led to fears of bankruptcy [9][10] - The company's early days were marked by skepticism from traditional automakers, with Tesla's ambitious goals seen as unrealistic [5][7] - During the 2008 financial crisis, Tesla made pivotal decisions to reject traditional dealership models and integrate advanced technology into its vehicles [8][12] Group 2: Innovations and Manufacturing - Tesla's innovative approach included the use of software to define hardware, allowing for rapid adjustments in vehicle performance [5][7] - The introduction of the Shanghai Gigafactory demonstrated Tesla's ability to achieve high production efficiency through innovative manufacturing processes [14][15] - The company has significantly reduced battery costs and improved vehicle performance through continuous technological advancements [15][17] Group 3: Data and Software Integration - Tesla's extensive data collection from its vehicles has enabled it to enhance its Autopilot system, achieving a lower accident rate compared to human drivers [17][22] - The company has developed a dual business model that combines hardware sales with software subscriptions, generating substantial recurring revenue [20][23] Group 4: Future Outlook and Strategic Shifts - Tesla is shifting its focus from traditional automotive manufacturing to becoming a technology platform, with ambitions to dominate the automotive ecosystem [26][30] - The company plans to invest heavily in AI and robotics, indicating a strategic pivot towards integrating advanced technologies into its operations [28][30] - By 2025, Tesla aims to significantly increase its production capacity and expand its product offerings, including autonomous vehicles and AI-driven solutions [28][30]

Group 1 - The core logic of technology investment is based on "first principles," emphasizing that the performance of AI systems is determined by the shortest supply chain segments rather than the most powerful components [2] - The investment strategy focuses on identifying bottleneck segments in the supply chain, particularly in storage, as demand for storage is expected to grow significantly due to the increasing size of AI models and their requirements [4][12] - The investment approach is characterized by a shift from macro capacity considerations to micro-level KPIs and contract details, highlighting the importance of operational efficiency and management practices in the supply chain [5][6] Group 2 - The storage sector is identified as a critical bottleneck in the AI supply chain, with demand growth outpacing that of GPUs, driven by the evolution of multi-modal models and increased data throughput [8][11] - The supply constraints in the storage market are attributed to high capital expenditure requirements and technological barriers, making it difficult for new capacity to meet the surging demand [14][16] - The expected structural changes in the storage market indicate that by 2026, over half of storage procurement will come from AI data centers, with a significant shift towards customized and long-term contracts [15][16] Group 3 - The investment philosophy emphasizes the importance of understanding industry dynamics and avoiding speculative behaviors based on price movements, advocating for a focus on fundamental industry truths [7][12] - The narrative economy is highlighted as a significant factor influencing asset pricing, where trends and narratives can drive valuations faster than actual earnings growth [27][28] - The competitive landscape in the AI sector is evolving, with companies like Google and Nvidia driving demand for optical devices and storage, indicating a shift in value distribution within the supply chain [23][29]

【文/观察者网专栏作者 心智观察所】 埃隆·马斯克日前在社交媒体上的感叹："让干电极工艺实现规模化，这在锂电池生产技术上是一个重大突破，其难度超乎想象。" 从"湿法"到"干法"：一场颠覆百年电池工业的范式革命 这项名为"干电极"（Dry Electrode）的技术，长期以来被视为锂离子电池制造领域的"圣杯"——它承诺更低的成本、更高的能量密度、更环保的生产过程， 却因工程实现难度极高，数十年来始终停留在纸面或小试阶段。 如今，特斯拉不仅摘下了这顶王冠，还用一整套严密的专利体系将其牢牢锁住。 要理解这一突破的分量，必须先回到锂电池制造的起点。 自1991年索尼首次将锂离子电池商业化以来，其核心制造流程几乎没有本质变化：将正负极活性材料、导电剂和粘结剂混合在有毒有机溶剂（如N-甲基吡 咯烷酮，简称NMP）中，制成浆料后涂覆在铜箔或铝箔上，再送入长达百米的巨型烘箱中烘干。 这套"湿法涂布"工艺看似成熟，实则背负着沉重的代价。首先，能耗惊人——烘干环节占整个电池生产能耗的30%到50%；其次，NMP具有生殖毒性，其回 收处理不仅成本高昂，还带来环境与职业健康风险；更重要的是，高速搅拌和高温干燥会损伤活性材料的微观结构 ...