Infrastructure - The chaos of unstructured, multimodal data is a significant bottleneck for companies, with 80% of enterprise knowledge residing in unstructured formats, leading to a decline in data real-time, structuredness, and authenticity [2] - AI will automate much of the repetitive work in cybersecurity, addressing the recruitment challenges faced by Chief Information Security Officers (CISOs) as the number of cybersecurity job vacancies has increased from under 1 million to 3 million from 2013 to 2021 [3] - The rise of "agent-native" infrastructure will be crucial as businesses transition from human-speed traffic to agent-speed loads, necessitating a redesign of backend systems to accommodate rapid, recursive tasks [4][5] Growth - By 2026, traditional record systems will lose their core status as AI shortens the distance between intent and execution, transforming ITSM and CRM systems into autonomous workflow engines [9] - Vertical AI is evolving from information retrieval to a "multi-party collaboration" model, with companies in sectors like healthcare and finance rapidly increasing their annual recurring revenue (ARR) to over $100 million [10][11] Bio + Health - A new customer segment termed "Healthy Monthly Active Users" (MAUs) will emerge, focusing on regular health monitoring rather than reactive treatment, representing a significant market opportunity [15][16] Speedrun - AI-driven world models will revolutionize storytelling through interactive virtual environments, merging gaming mechanics with natural language programming, leading to the creation of a "generative multiverse" [17] - The trend towards personalized products will become prominent, with AI tailoring educational experiences and health plans to individual needs, marking a shift from mass production to customization [18][19] Education - The first AI-native university is anticipated to emerge, designed to adapt in real-time based on data feedback, with a focus on producing graduates skilled in collaborating with AI systems [20][21][22]

Core Insights - Huawei has initiated a special fund aimed at accelerating the incubation of over 10,000 AI-native meta-services and more than 5,000 intelligent agents [1] - The company has made significant advancements in edge AI capabilities with the launch of the Mate 80 series and Mate X7 foldable phones, which feature the HarmonyOS 6 operating system [1][2] - Huawei's intelligent assistant, Xiaoyi, has evolved from a passive tool to an active personal agent capable of planning and executing tasks [4] Group 1: AI Development and Integration - Huawei has opened intelligent agent interfaces, deeply integrating AI capabilities into the HarmonyOS, allowing developers to efficiently create Harmony intelligent agents [2] - The Mate X7 introduces A2A (agent to agent) collaboration, enabling cross-agent cooperation on the same screen, enhancing user experience across various applications [4] - The HarmonyOS ecosystem has surpassed 27 million devices, with over 100,000 new devices added daily, and the application market has exceeded 300,000 searchable applications [1] Group 2: Strategic Leadership and Market Position - Yu Chengdong has been appointed as the head of Huawei's Product Investment Review Committee, focusing on achieving a global leading position in AI [5] - The committee is responsible for key decisions regarding resource allocation and project approvals, ensuring a strong focus on AI as a core strategic goal for the next decade [5] - Market research indicates that by Q3 2025, HarmonyOS is projected to capture 14% of the Chinese smartphone market, positioning it as the second-largest operating system in the country [6]

Group 1 - Huawei officially launched the Mate 80 and Mate 80 Pro series, with starting prices of 4699 yuan and 5999 yuan respectively, and they will be available for sale starting November 28 [1] - The new Mate X7 foldable phone was introduced, featuring the A2A (Agent to Agent) intelligent collaboration technology, allowing users to perform tasks with a single command [1] - The Huawei WATCH ULTIMATE DESIGN was also launched, priced at 24999 yuan, and includes features such as Beidou satellite voice messaging and 150-meter water resistance [1] Group 2 - According to IDC, Huawei returned to the top of the Chinese smartphone market with a shipment of 12.5 million units, capturing an 18.1% market share, despite a 4.1% year-on-year decline in overall market shipments [2] - Huawei's revenue for the first half of 2025 was 427.04 billion yuan, a 3.94% increase year-on-year, while net profit decreased by 32% to 37.195 billion yuan due to significant R&D investments [2] - R&D expenditure reached 96.95 billion yuan, accounting for 22.7% of revenue, reflecting the company's commitment to future competitiveness amid global market challenges [2]

Core Viewpoint - The rise of generative AI is reshaping industries and professions, particularly in software development, where tools like GitHub Copilot and ChatGPT are seen as potential disruptors of traditional programming roles. However, GitHub's CEO emphasizes that AI will not replace developers but will transform them into "intelligent agents commanders" who collaborate deeply with AI [1][6][27]. Group 1: GitHub's Evolution and Role - GitHub has evolved from a simple code repository to a collaborative platform that revolutionizes how developers work together, introducing features like pull requests that enhance collaboration [4][5]. - The platform blurs the lines between different types of developers, allowing open-source contributors, commercial developers, and individual projects to share similar workflows [5][11]. - GitHub currently has approximately 150 million registered developers, with billions of lines of code being modified or created annually [11][26]. Group 2: AI's Impact on Software Development - AI technology is reconstructing programming paradigms, with GitHub Copilot generating 46% of code lines in files where it is enabled, indicating a shift towards natural language as a "universal programming language" [6][11]. - The collaboration model is shifting from "human-to-human" to "human-to-AI," with GitHub introducing various AI agents for programming, reviewing, and fixing code [6][11]. - Developers will need to evolve into "intelligent agents commanders," focusing on task breakdown, requirement description, and AI collaboration decision-making [6][27]. Group 3: Future Vision and Goals - GitHub aims to expand its developer base from 150 million to 1 billion, promoting the idea that everyone should learn to code and become creators rather than just consumers of software [6][26]. - The company envisions a future where developers can easily switch between different AI models, making the process of trying new approaches cost-effective and efficient [6][23]. - GitHub's ultimate goal is to empower more developers through AI, enhancing their productivity and encouraging broader participation in software creation [27].

Core Insights - AgentUnion has officially launched the Agent Communication Protocol (ACP), which is China's first practical communication protocol for agents [2] - ACP aims to facilitate communication and collaboration among agents, enabling efficient functionality reuse and cost-effective development of production-level agent applications [2][11] - The protocol defines various standards for agent identity, access mechanisms, data specifications, communication protocols, authorization systems, behaviors, and security, ensuring openness, reliability, and collaboration among agents [2][11] Summary by Categories Agent Architecture and Concepts - Each agent in the network is assigned a unique identity identifier known as AID (Agent Identifier), which is essential for accessing the agent internet [2][3] - Agents connect to the agent internet through Access Points (AP), which provide services such as identity authentication, addressing, communication, and data storage [4] - The communication protocol is based on HTTPS, ensuring secure data transmission and supporting large-scale concurrent services for enterprise-level deployments [5] Agent Discovery and Collaboration - ACP is designed to be friendly to agent search engines, allowing agents to easily discover each other without additional effort [7] - The protocol outlines the authorization and transaction processes for agent collaboration, facilitating the deployment of paid agent services [8] Evolution of Agents - The field of artificial intelligence is experiencing a significant leap in understanding agents, transitioning from a focus on chatbots to tools that solve specific business problems [10] - The emergence of ACP is seen as a catalyst for the transition from the tool expansion phase to the socialization phase of agents, enabling standardized communication and cross-domain collaboration [11] - AgentUnion aims to build an open protocol standard and decentralized collaboration network to support the free interconnection, secure interaction, and collaborative evolution of different agents [11]