以下文章来源于波波夫同学 ，作者波波夫 波波夫同学 . 关注被技术异化的世界 本文来自微信公众号： 波波夫同学 ，作者：波波夫，题图来自：AI生成 最激进的变革还是来自美国。 美国公司Palantir在今年8月推出的精英奖学金计划，但直到前几周被《华尔街日报》等媒体曝光，这 才在全美引起轰动。 不再相信大学能培养人才 Palantir在官方声明中直言不讳： "美国大学已经迷失了方向，它们奖励平庸而非原创，奖励安全感 而非冒险。精英制度 （Meritocracy） 在大学里已经消失了。" 作为Palantir 的首席执行官，亚历克斯·卡普此前已经多次批评美国的高等教育，他说现代大学变成 了空话连篇的温床，与其招聘被大学灌输了四年特定意识形态的毕业生，不如在高中生还没被同化 前，就将他们招入公司进行实战培养。 Palantir这一招聘计划，在美国引发了激烈的两极分化讨论： 赞同派认为，认为这是打破阶级固化的创新。 在Hacker News这样的工程师社区中，就有不少人认 为，顶尖的高中生在技术能力上往往不亚于甚至超过普通大学生，直接参与实战项目 （如乌克兰战 场的支持工作、医院系统调度） 能让人成长更快。不过，更 ...

2025年刚刚过去一半，关注国际政治的人会发现，拉丁美洲已经成为特朗普外交布局中最热闹的舞台。 他提出的唐罗主义与过去美国在拉美的做法大相径庭，表现出一种说不清的反常，这让人不禁想探究其 背后的深层次原因。如果回顾特朗普这一年在拉美的各种举措，你会发现他的行动节奏非常紧凑。 年初，特朗普突然提出要重新掌控巴拿马运河，接着他又高调宣布将墨西哥湾改名为美国湾。当时很多 人觉得这些举动已经够离经叛道了，结果没想到年底更为震惊的事件发生了——美国军用飞机炸毁了从 委内瑞拉出发的一艘小艇，宣称船上是毒贩，这次轰炸造成了接近百人的死亡。这一系列举动表明，特 朗普在拉美的政策，决心按照自己的方式来进行，毫不妥协。 特朗普的唐罗主义显然不同于过去美国的传统做法，后者总是打着推广价值观的旗号，支持拉美地区进 行资本主义发展，虽然背后有利益的考量，但很少有针对整个拉美的统一、强力行动。相比之下，特朗 普的唐罗主义则更具实用性，始终围绕具体的利益展开，每一步都清楚地盯着实际的好处。 首先从资源角度来看，拉美地区是世界上自然资源最丰富的地区之一，尤其是锂矿和铜矿等在全球范围 内都极为稀缺，南美洲的这些资源储量足以让许多国家垂涎。此前 ...

11月27日，J.D. Power | 君迪 与同济大学HVR Lab（人车关系实验室）以及AI评价伙伴XAI Lab（蜂火 智能实验室）共同发布了2025中国智能座舱的研究洞察。研究显示，本年度评选中智能座舱的车型平均得分 为622分（满分1000分），部分表现优秀的车型接近700分，不管在HMI的多模态交互，还是在AI模糊意图 理解、复杂指令识别和首字响应速率等层面均表现优异。 研究还发现，交互回归理性，触控与物理按键进入"再平衡"。调研显示，触控仍是主流（重要性均值 4.17/5，5分制），但用户对物理按键的需求几乎同等强烈（4.11/5）。25.3% 的用户将"常用功能缺乏专属按键"视 为交互缺陷，显示在高压驾驶场景中，实体反馈仍不可替代。未来交互设计需在触控、物理按键与多模态协同之 间找到更稳定的平衡。 应用生态工具属性远高于社交属性。虽然80.2% 的用户每周高频使用车企App，但用户需求明显指向工具型 功能："充电服务"（重要性均值4.23/5，5分制）和"车辆健康管理"（重要性均值4.24/5）大幅领先"社群互动"（重 要性均值3.81/5）与"商城服务"（重要性均值3.87/5）。车企将 A ...

新华财经上海11月27日电（记者王鹤）11月27日，市场研究机构J.D. Power君迪与同济大学HVR Lab （人车关系实验室）以及AI评价伙伴XAI Lab（蜂火智能实验室）共同发布的2025中国智能座舱的研究 报告显示，2025年，智能座舱已经开始从"数字冗余"转向"实用主义"的理性变革，未来智能座舱的竞争 焦点将从"功能的广度"回归"体验的深度"。 报告认为，早期"功能座舱"以丰富在线服务为核心；随后的"感知座舱"通过多模态交互与感知技术融 合，实现基于规则的自然交互与任务自动化；如今，大模型技术的深度应用让行业正式迈入"认知座 舱"新阶段。这一系统能精准理解用户行为与偏好，主动推送餐饮、音乐等个性化服务，完成从被动响 应到自主认知的高阶交互升级。 数据质量与场景定义成为核心竞争力，体验深度成为购买决策锚点 随着大模型能力普及，行业出现明显的功能同质化趋势。智能座舱竞争正从"模型规模"转向"数据质 量、场景颗粒度与深度适配"之争。车企需构建"场景—数据—模型"的一体化闭环能力，实现"模型即应 用"，才能在真实用车场景中形成差异化体验。 报告发现，用户对智能座椅、智能音响等舒适性硬件的支付意愿提升，体 ...

Core Insights - The article discusses the rising trend of selling used milk tea bags on second-hand trading platforms, where prices for ordinary bags range from 0.5 to 2 yuan, while limited edition bags can sell for 15 to 50 yuan, indicating a significant market for these items [1][5][9] Group 1: Market Dynamics - Ordinary milk tea bags are priced between 0.5 and 2 yuan, with actual costs including shipping reaching approximately 8 to 12 yuan per bag when purchased individually [5] - Limited edition and branded bags are highly sought after, with some selling for as much as 50 yuan due to their perceived rarity and brand association [1][7] - The demand for these bags is driven by young consumers, particularly those from Generation Z, who are sensitive to trends and seek unique items for personal expression [9][10] Group 2: Consumer Behavior - The primary buyers of second-hand milk tea bags include trend-sensitive young consumers, practical users who appreciate the design, and collectors who view these bags as trendy collectibles [9][10] - The emotional value, practicality, and speculative nature of these purchases contribute to the rising prices and demand for milk tea bags in the second-hand market [9][10] Group 3: Legal and Ethical Considerations - Selling personal used milk tea bags is legal, but bulk sales by individuals without brand authorization may infringe on intellectual property rights [8] - Brands like Heytea and Nayuki have not authorized the sale of their bags, raising concerns about potential infringement in the second-hand market [7][8] Group 4: Future Outlook - The sustainability of this trend depends on brands continuing to release attractive designs and the vitality of supply and demand in the second-hand market [10][11] - The current phase of this market is characterized as early diffusion, but it may face challenges due to limited supply and shifting consumer interests [11]

Core Insights - The article discusses the evolution of range-extended electric vehicles (REEVs) in the automotive industry, highlighting a shift from the initial focus on alleviating range anxiety to enhancing user experience through advanced technology integration [2][3][12] - The competition in the REEV market is now characterized by a deeper emphasis on technical capabilities, energy efficiency, and adaptability to various driving scenarios, rather than merely extending driving range [4][5][12] Summary by Sections First War vs. Second War - The first phase of the REEV market addressed the issue of range anxiety, providing consumers with a flexible solution that combined electric and fuel options, thus proving the viability of REEVs [3][12] - The second phase, marked by the entry of technology-driven companies, focuses on optimizing user experience and integrating advanced technologies into REEV systems [5][12] Technological Advancements - Companies like Xiaopeng and Leap Motor are now competing on the basis of their ability to balance integration, energy consumption, and spatial efficiency, moving beyond simple functionality [4][5] - The introduction of advanced materials and AI in control systems signifies a shift towards higher technical barriers in the REEV market, emphasizing the importance of R&D capabilities [5][12] Market Strategies - There is a notable divergence in technical strategies, with some companies opting for "large battery + small fuel tank" configurations aimed at urban users, while others prefer "large battery + large fuel tank" setups to cater to long-distance travel needs [6][7] - The strategic choice of configurations reflects a deeper understanding of user scenarios and market demands, particularly in international markets where charging infrastructure may be lacking [8][9] Global Expansion - Several Chinese brands view REEVs as a gateway to international markets, leveraging their unique features to address the challenges posed by inadequate charging facilities in many regions [9][12] - The article notes that while REEVs are perceived as a transitional technology in China, they offer a practical solution in diverse global markets, providing users with a "zero-anxiety" electric driving experience [9][12] Challenges Ahead - The article highlights potential challenges in the global expansion of REEVs, including consumer understanding, regulatory risks, and the need for localization in different markets [10][11] - Despite these challenges, the rise of REEVs represents a victory for practical solutions that meet the immediate needs of consumers, balancing the benefits of electric vehicles with the realities of current infrastructure [11][12]

Core Viewpoint - The article critiques Ray Dalio's understanding of sovereign debt issues, arguing that his microeconomic principles do not apply to sovereign currency nations [3][4][10]. Group 1: Critique of Dalio's Views - The first main point is that microeconomic principles are not applicable to sovereign currency nations, as governments can create their own currency and do not face the same constraints as individuals or companies [3][4]. - The second point is that macroeconomics is not a machine; it is influenced by changing environments and expectations, making it inappropriate to apply a one-size-fits-all approach to economic policy [7][10]. Group 2: Modern Monetary Theory (MMT) Discussion - The article suggests that the arguments presented align closely with Modern Monetary Theory (MMT), which has gained traction in Eastern economic discussions, contrasting with its perception in the West [10][12]. - It emphasizes that the government's ability to spend is not limited by money supply but by real resources, advocating for increased deficits in the context of insufficient domestic demand and excess capacity [13][12]. Group 3: Practical Implications - The article argues for a pragmatic approach to economic theory, suggesting that useful ideas from MMT should be adopted regardless of their traditional classification as heretical [14][15]. - It highlights a global shift towards practical, results-oriented economic thinking, moving away from rigid adherence to Western economic doctrines [15].

Core Viewpoint - The article discusses the evolving geopolitical dynamics between India and the United States, particularly in the context of trade tensions and energy procurement strategies, highlighting India's strategic maneuvering in response to U.S. pressure [1][19]. Trade Relations - The U.S. has raised tariffs on various Indian goods up to 50%, affecting sectors like agriculture, chemicals, and textiles, positioning India as the most impacted Asian country by U.S. tariffs [3][5]. - India has responded by asserting that the U.S. actions violate fair trade principles and has indicated it will take necessary measures to protect its interests [5][12]. Energy Procurement - India has significantly increased its oil purchases from Russia since 2022, making Russia one of its largest oil suppliers, a move that has drawn U.S. discontent [7][19]. - India has expressed a willingness to consider sourcing oil from Iran and Venezuela if the U.S. insists on reducing Russian oil imports, indicating a strategic bargaining position [8][10]. Strategic Autonomy - India emphasizes "strategic autonomy," seeking to maintain flexibility in its foreign relations without being forced into a binary choice between the U.S. and Russia [12][21]. - The Indian government is under pressure domestically, particularly from agricultural sectors affected by U.S. tariffs, which influences its negotiation stance [14][16]. Negotiation Dynamics - The ongoing negotiations reflect a complex interplay where both the U.S. and India are leveraging their respective positions without making significant concessions [19][21]. - India aims to maximize its benefits while retaining the ability to negotiate terms that do not compromise its domestic interests or industrial base [12][14]. Conclusion - The article illustrates that India's approach is not about antagonism but rather about securing favorable conditions in a multipolar world, where cooperation is contingent upon equitable exchanges rather than coercive tactics [21].

Group 1 - The article discusses the changing perceptions of holidays and personal relationships, highlighting a shift towards practicality and a decrease in celebratory enthusiasm among individuals [2][3] - It notes that the commercialization of holidays, such as Valentine's Day, has led to a focus on consumerism rather than genuine emotional connections [2][3] - The author reflects on the impact of busy lifestyles on social interactions and relationships, suggesting that people are prioritizing work and practical concerns over romantic pursuits [3][5] Group 2 - The article mentions a decline in marriage and birth rates, attributing this trend to the increasing busyness of individuals, which leaves little time for relationships [5] - It contrasts the current fast-paced lifestyle with previous generations, where individuals had more time for romantic relationships due to slower societal rhythms [5]

Core Insights - The automotive market in China is showing signs of fatigue as companies face intense competition and a challenging economic environment, leading to a focus on survival rather than innovation [1][5][12] - The Chengdu Auto Show is becoming a battleground for regional sales rather than a platform for showcasing new models, with many brands opting out due to budget constraints and market conditions [1][4][7] - The shift in consumer preferences towards practical and cost-effective vehicles is evident, with a decline in the diversity of new models presented at auto shows [5][12][18] Industry Trends - Major brands like BYD are targeting ambitious sales goals, while others like Geely and Chery are also striving to keep pace in a competitive landscape [1][4] - The absence of luxury brands at the Chengdu Auto Show reflects a broader trend of consumer caution and tightening budgets [1][3] - The overall market is witnessing a consolidation of power among leading manufacturers, with a focus on producing larger, more practical vehicles to meet consumer demands [12][16] Market Dynamics - The automotive industry is experiencing a prolonged price war, leading to increased competition and a shift in focus from brand differentiation to volume sales [5][12] - Data from the China Association of Automobile Manufacturers indicates a year-on-year increase in production and sales, despite a month-on-month decline in July [9] - The presence of new energy vehicles is growing, but the market is also seeing a saturation of similar models, particularly in the SUV segment [12][14] Consumer Behavior - There is a noticeable shift in consumer sentiment towards practicality over luxury or uniqueness, with a preference for vehicles that meet multiple needs [5][7] - The decline of niche brands and the rise of traditional manufacturers indicate a market that is increasingly favoring established players with proven models [12][16] - The impact of external factors, such as economic pressures and competition from tech companies, is reshaping consumer choices in the automotive sector [18]