文 | 新立场Pro Agent向左，Skill向右垂直深耕与"上下文"战争。 2024年，新加坡。一支名为Butterfly Effect的创业团队收到了来自字节跳动的收购邀约。字节开价3000 万美元，意图将这支团队整合进Doubao体系，补齐其当时在通用Agent领域的短板。不过这笔交易最终 未能达成，创始团队拒绝了被"吞并"的命运，理由是估值偏低，更关键的是，他们不愿过早失去独立 性。 这次分道扬镳，成为了两条平行线的分野。 仅仅一年后，创始团队的赌注就收到了回报。3月，Butterfly Effect孵化的Manus凭借一段演示视频在 AI 圈内激起涟漪，其展现出的"自主规划、全自动执行"能力，被视为 Agent（智能体）雏形的最佳代表。 这种狂热在年底达到顶峰，Meta以高溢价将Manus收入囊中，作为其制衡硅谷企业级 AI 生态的关键筹 码。 而就在大洋彼岸为Manus的造富神话欢呼时，字节跳动却在沉默中完成了另一种转身。 其内部一支秘密团队加速走到了台前，没有铺天盖地的宣发，也没有晦涩难懂的技术白皮书，名为 AnyGen的工作流平台悄无声息地在海外上线。它支持 Google、Apple 和 L ...

Core Viewpoint - ByteDance is reportedly restructuring its chip team, transferring it to a new entity, Picoheart, in Singapore, amidst rumors of layoffs and independence, which the company has denied, stating that the core structure remains unchanged [2][3]. Group 1: Company Structure and Changes - ByteDance's chip research team, consisting of 1,000 employees, has been moved to its Singapore subsidiary, Picoheart, with no changes to contracts, work locations, or benefits [2][3]. - The employment contracts for the chip team are managed by various entities controlled by Picoheart across multiple cities, including Beijing and Shanghai [4][5]. Group 2: Investments and Acquisitions - In 2024, Picoheart acquired a 9.5% stake in InnoStar Semiconductor, a Shanghai-based memory chip manufacturer, aimed at enhancing data storage efficiency for its virtual reality products [3]. - ByteDance has also invested in other Chinese chip design companies, including Silicon Integrated and Moore Threads [3]. Group 3: AI and Technology Investments - ByteDance is significantly increasing its investment in artificial intelligence, planning to invest over $12 billion in AI-related projects in 2023, with a substantial portion allocated for AI chip procurement [5]. - The company has established a dedicated Seed team for AI research and expanded its cloud computing division, Volcano Engine, to support its AI initiatives [5].