Core Insights - SenseTime's recent financial report exceeded market expectations, showing the largest reduction in losses in its history, leading to a stock price increase of approximately 20% over two months [1] - The partnership with Cambricon is expected to enhance SenseTime's AI computing capabilities through domestic chip expansion [1] - The company's innovative entrepreneurial mechanism, particularly the "Re-CoFound" concept, is aimed at revitalizing employee engagement and fostering a collaborative growth environment [1][9] Talent Strategy Evolution - SenseTime's talent strategy has evolved through various stages, from individual talent acquisition during the AI technology exploration phase to ecosystem building in the current competitive landscape [3] - The company recognized the importance of AI talent early on, recruiting numerous AI PhDs despite the initial scarcity of talent in the market [2][3] - The shift from focusing on top individuals to building specialized teams occurred during the commercialization phase, with an emphasis on cross-disciplinary collaboration [3] Current Talent Landscape - The global AI talent competition has intensified, with a reported shortage of over 3 million core AI talents, including a specific gap of 500,000 for those with over five years of experience in large model development [5][6] - The U.S. maintains a dominant position in AI talent due to its robust research ecosystem, while China is rapidly advancing its talent cultivation through policy support and local partnerships [6][7] SenseTime's Strategic Initiatives - SenseTime's "1+X" strategy, launched in 2024, focuses on core business development while empowering ecosystem companies with flexible incentive mechanisms [8][9] - The "Re-CoFound" initiative aims to reshape the organizational structure and incentive models, transforming employees from executors to co-founders, thereby enhancing innovation and decision-making autonomy [9] - The company has implemented various incentive strategies, including stock-based compensation, to retain core technical talent, with a reported increase in compensation expenses by 22% year-on-year [9]