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 马斯克称五年后手机和App将消失;安世中国回应荷方晶圆断供|巨头风向标
 2 1 Shi Ji Jing Ji Bao Dao· 2025-11-03 03:27
21世纪经济报道新质生产力研究院综合报道 日前,特斯拉CEO埃隆·马斯克在最新的采访中表示,未来五到六年内,人类所消费的大多数内容都将 由AI生成。马斯克认为,届时人们将不再使用传统意义上的手机,或是说现在被称为"手机"的设备,实 质上会演变成AI推理的"边缘节点"。它仍会保留通信所需的无线电模块,但核心逻辑将转变为服务器端 AI与设备端AI的实时互动,实时生成用户想看到的任何视频内容。他进一步指出,未来将不再需要操 作系统或App的概念,设备只承担显示画面、播放音频等功能,同时尽可能深度集成AI能力。 安世中国回应荷方晶圆断供:库存充足 11月2日,安世半导体中国有限公司官微发布致客户公告函称,相信大家已经获悉,荷兰安世半导体单 方面决定自2025年10月26日起停止向位于东莞的封装测试工厂(ATGD)供应晶圆。在致客户的函件 中,荷兰安世半导体声称此举系所谓的"当地管理层近期未能遵守约定的合同付款条件的直接后果"。安 世中国对此强烈反对并声明如下:荷兰安世半导体所谓"当地管理层近期未能遵守约定的合同付款条 件"完全是无中生有,恶意抹黑安世中国管理层。安世中国不存在违约行为;恰恰相反,荷兰安世半导 体目前欠 ...
 马斯克称五年后手机和App将消失;安世中国回应荷方晶圆断供
 2 1 Shi Ji Jing Ji Bao Dao· 2025-11-03 02:55
(原标题:马斯克称五年后手机和App将消失;安世中国回应荷方晶圆断供) 21世纪经济报道新质生产力研究院综合报道 早上好,新的一天又开始了。在过去的24小时内,科技行业发生了哪些有意思的事情?来跟21tech一起看看吧。 【巨头风向标】 马斯克称五年后手机和App将消失 日前,特斯拉CEO埃隆·马斯克在最新的采访中表示,未来五到六年内,人类所消费的大多数内容都将由AI生成。马斯克认为,届时人们将不再使 用传统意义上的手机,或是说现在被称为"手机"的设备,实质上会演变成AI推理的"边缘节点"。它仍会保留通信所需的无线电模块,但核心逻辑 将转变为服务器端AI与设备端AI的实时互动,实时生成用户想看到的任何视频内容。他进一步指出,未来将不再需要操作系统或App的概念,设 备只承担显示画面、播放音频等功能,同时尽可能深度集成AI能力。 安世中国回应荷方晶圆断供:库存充足 11月2日,安世半导体中国有限公司官微发布致客户公告函称,相信大家已经获悉,荷兰安世半导体单方面决定自2025年10月26日起停止向位于东 莞的封装测试工厂(ATGD)供应晶圆。在致客户的函件中,荷兰安世半导体声称此举系所谓的"当地管理层近期未能遵守 ...
 8点1氪:马斯克称五年后手机和App将消失;“药中茅台”片仔癀跌破官方指导价;马尔代夫正式实施“世代禁烟令”
 36氪· 2025-11-03 00:06
 Group 1 - Musk predicts that in the next five to six years, most content consumed by humans will be generated by AI, leading to the obsolescence of traditional smartphones and apps [3][4] - Devices will evolve into AI reasoning "edge nodes," retaining wireless communication capabilities while focusing on real-time interaction between server-side and device-side AI [4] - The concept of operating systems and apps will disappear, with devices primarily serving to display content and integrate AI capabilities deeply [4]   Group 2 - The price of Pianzaihuang, known as "the Maotai of medicine," has dropped significantly from a peak of 1600 yuan per piece to around 700 yuan, reflecting a stark contrast to previous years of price surges [5][6] - Pianzaihuang's price history shows a rise from 325 yuan in 2004 to 590 yuan in 2020, with a notable increase to 760 yuan in May 2023, marking the largest increase in nearly two decades [5][6]   Group 3 - In the first nine months of 2023, the number of micro-short drama crews received by Hengdian, Zhejiang, increased by 285.8%, indicating a growing market for this content type [10] - The user base for micro-short dramas in China is projected to exceed 576 million, accounting for 52.4% of the total internet users, with a market size reaching 504.4 billion yuan [10]   Group 4 - In September 2023, China's industrial robot production reached 76,300 units, a year-on-year increase of 28.3%, driven by strong demand from key industries like automotive and electronics [11] - The cumulative production of industrial robots from January to September 2023 surpassed 595,000 units, exceeding the total production for the previous year [11]   Group 5 - Berkshire Hathaway's cash reserves reached a record high of $381.7 billion in Q3 2023, with operating profit increasing by 34% to $13.5 billion [17] - Despite the growth in cash reserves, net investment income declined by 13% year-on-year to $3.2 billion due to falling short-term interest rates [17]   Group 6 - In the first three quarters of 2023, listed companies in China achieved a total net profit of 4.7 trillion yuan, reflecting a year-on-year growth of 5.5% [18] - The total operating revenue for these companies reached 53.46 trillion yuan, with a growth rate of 1.36% compared to the previous year [18]
 8点1氪|马斯克称五年后手机和App将消失;“药中茅台”片仔癀跌破官方指导价;马尔代夫正式实施“世代禁烟令”
 3 6 Ke· 2025-11-02 23:59
今日热点导览 TOP3大新闻 马斯克称5年后不再有手机和App,人类所消费的大多数内容都将由AI生成 11月2日消息,日前,美国知名播客主持人乔·罗根在其频道发布了与特斯拉CEO埃隆·马斯克的最新对谈 视频。谈及对智能手机未来的看法时,马斯克提出了一个大胆预测:未来五到六年内,人类所消费的大 多数内容都将由AI生成。 马斯克认为,届时人们将不再使用传统意义上的手机,或是说现在被称为"手机"的设备,实质上会演变 成AI推理的"边缘节点"。它仍会保留通信所需的无线电模块,但核心逻辑将转变为服务器端AI与设备端 AI的实时互动,实时生成用户想看到的任何视频内容。他进一步指出,未来将不再需要操作系统或App 的概念,设备只承担显示画面、播放音频等功能,同时尽可能深度集成AI能力。(快科技) "药中茅台"片仔癀跌破官方指导价,从1600元一粒爆炒价降至不到700元 据报道,曾被爆炒至1600元一粒、有着"药中茅台"之称的片仔癀,如今价格遭遇大幅下跌。10月27日, 记者注意到,目前片仔癀在某药房的售价为每粒760元,而外卖平台买药上的折后价为每粒685.62元。 此番景象与前几年片仔癀价格持续飙升形成巨大反差。公开资料 ...
 黄仁勋儿子谈为父打工;AI芯片龙头再启IPO,估值205亿;Ilya接受10小时质询,首曝惊人内幕|AI周报
 AI前线· 2025-11-02 05:58
 Core Insights - The article discusses various developments in the AI and tech industry, including legal disputes, corporate restructuring, and predictions about the future of technology.   Group 1: Legal and Corporate Developments - Ilya Sutskever, co-founder of OpenAI, testified for nearly 10 hours in a legal case against the company, revealing accusations against CEO Sam Altman for a "pattern of lying" and creating chaos within the organization [3][4]. - OpenAI's board considered merging with Anthropic during a crisis, indicating a potential drastic shift in the company's direction [4]. - OpenAI is reportedly preparing for an IPO, with a potential valuation of around $1 trillion, aiming to raise at least $60 billion [21].   Group 2: Corporate Restructuring and Layoffs - Major cloud companies are undergoing significant layoffs, with one company cutting 14,000 jobs to streamline operations and focus on AI strategies [17]. - Meta's AI division has also seen layoffs, with around 600 employees affected due to a strategic shift following the underperformance of the Llama4 model [18][19]. - YouTube is implementing a voluntary departure plan for U.S. employees while restructuring its product teams [20].   Group 3: Industry Predictions and Innovations - Elon Musk predicts that in the next five to six years, traditional smartphones will evolve into AI-driven devices, eliminating the need for apps and operating systems [8][9]. - NVIDIA's Spencer Huang emphasizes the importance of understanding AI's potential and leveraging it effectively in future job markets [6][7]. - High-profile AI projects are being launched, such as the LongCat-Video model by Meituan, which aims to generate coherent long videos [33].   Group 4: Notable Company Movements - Shanghai-based AI chip leader, Suyuan Technology, is moving forward with an IPO, currently valued at 20.5 billion [15][16]. - Foxconn plans to deploy humanoid robots in its factories in the U.S. specifically for producing NVIDIA AI servers [30]. - Baidu's Wenxiao Yan app has been upgraded to allow users to create AI-generated comics from a single photo and sentence, showcasing advancements in AI content generation [32].