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近日，亚马逊宣布在Kindle平台上推出"Ask My Book"（"问问这本书"）等人工智能辅助讲解图书内容 的新功能。这意味着未来该平台上的所有书籍都将自动接入这一功能。此举随即在互联网上引发了一场 关于作者同意权和出版控制权的争论。读者真的需要这样的功能吗？ 编译 | 申璐 据英国《独立报》等媒体报道，近日，亚马逊宣布在Kindle平台上推出"Ask My Book"新功能，为读者 提供正在阅读的书籍或段落的背景信息和其他相关信息。这一功能调整引发了来自读者、出版商及图书 作者多方的不满。 根据人工智能聊天机器人Grok对X平台（前身为Twitter）上关于该功能的帖子进行的情感分析，负面情 绪占主导地位（72%）。目前该功能仅在Kindle iOS 应用上可用，不过该公司计划将其逐步推广到安卓 操作系统等平台上。 亚马逊方面特意强调，提问不会影响阅读体验。"答案基于你目前的阅读进度，不包含剧透。"屏幕顶部 显示着这样一条信息。亚马逊发言人在接受采访时还表示，该功能"始终开启，作者或出版商无法选择 退出"。 尽管如此，仍然有不少读者在社交媒体上表达各自的担忧。Lit hub（文学中心）发表评论文章，认为 ...

Core Insights - Big Tech is accelerating its artificial intelligence (AI) initiatives across various sectors, including productivity tools, infrastructure, content, and consumer hardware [1] Google - Google has launched a new AI agent named CC, integrated into Gmail, Google Calendar, and Drive, aimed at enhancing user productivity by providing personalized daily briefings and assisting with tasks like drafting emails and setting appointments [3][4] - CC is designed to operate within existing productivity workflows, positioning itself as a "second brain" for users, which is a strategic move to compete with Microsoft's Copilot and OpenAI's offerings [5] OpenAI and Amazon - OpenAI is reportedly in discussions with Amazon for a potential investment exceeding $10 billion, which may lead to deeper collaboration on AI chips and infrastructure, particularly leveraging Amazon Web Services (AWS) [6] - A stronger partnership with OpenAI could enhance AWS's competitive position against Microsoft Azure and Google Cloud in the AI compute market, as OpenAI seeks to diversify its computing infrastructure beyond Nvidia [7] Amazon - Amazon has introduced generative AI features in its Kindle ecosystem, including "Ask This Book," an AI assistant that allows readers to engage with text without revealing spoilers, and "Recaps," which provides summaries of book series [8][9] Meta - Meta Platforms is shifting its AI strategy from open-source development to proprietary, revenue-focused AI models, with a new project codenamed Avocado set for release next spring [10][11] - The company is also enhancing its AI-enabled smart glasses with features like Conversation Focus and Spotify integration, indicating ongoing investment in real-world AI applications and global accessibility [12]

Amazon is betting that some consumers will want to spend $630 and up for its newest pen-enabled Kindle, which has a color screen and Ai features. That’s likely to be a tough sell for most. Bloomberg's review: https://t.co/qwppkc6BLt ...

从被忽略的雪糕蘸老干妈，到被接住的雪碧+茶，这背后是一条被重塑的产品路径。 工业时代的逻辑是品牌定义产品，研发先行，营销后置，单向地告诉消费者你应该喜欢这个。而现在，产品的研发按钮，正从品牌手中悄然转移到用户手 中。 十多年前，我还在一家广告公司，当时，一个项目组在想一款雪糕的创意，一位同事脑洞大开，用雪糕蘸着老干妈吃。后来，这个黑暗料理的诞生过程被 拍成视频，放到了当年的主流平台优酷上（那时候还没有抖音、小红书）。 视频发布后，引发了不小讨论，按照今天的标准看，算是火了。 可惜的是，那时候几乎没有哪个品牌意识到，正是这些来自用户的自发创意潜藏了产品创新的巨大潜力，所以也无人跟进推出老干妈雪糕。若在今 日，"老干妈风味雪糕"恐怕早已登陆便利店冰柜，甚至成为社交媒体的打卡符号。 时隔十几年，如今的场景已经天翻地覆。 故事的起点在TikTok。2025 年，一位马来西亚用户发布了一条雪碧+立顿红茶包的DIY视频，意外获得了超过1700万次播放。这种人人可复制的低门槛玩 法，迅速激发了全球网友的模仿和创作热情，一股巨大的公共流量凭空而生。 而这一次，品牌没有让机会溜走。这股泼天的流量，可口可乐稳稳地接住了。其北美研 ...

Investment Rating - The report does not explicitly state an investment rating for the online reading industry Core Insights - The online reading industry in China has experienced rapid growth, driven by the proliferation of mobile internet and smart devices, with user numbers approaching 500 million by 2024, reflecting a growth of over 50% in five years [17] - The market is diversifying, with significant contributions from literature, education, and comics, while the paid user base is steadily increasing, indicating a growing willingness to pay for quality content [12][13] - The industry is characterized by a competitive landscape dominated by major platforms like Yuewen Group and iReader Technology, which leverage extensive content resources and technological advantages to maintain market share [30][31] Summary by Sections 1. Industry Overview - Online reading refers to the browsing and reading of digital content through internet technology and various digital devices, offering advantages over traditional reading such as portability, instant updates, and interactive features [4][5] - The industry encompasses a wide range of content types, including literature, educational materials, and multimedia formats, enhancing user engagement and experience [6][7] 2. Market Size and Structure Analysis - The online reading market in China has maintained double-digit growth from 2012 to 2020, with the user base expanding from hundreds of millions to nearly 500 million, and paid users exceeding 150 million by 2020 [12][13] - Key growth drivers include digital transformation, increased smartphone penetration, and a rich content ecosystem that meets diverse user needs [14][16] 3. Competitive Landscape Analysis - Major players in the online reading market include Yuewen Group, iReader Technology, Tencent Literature, and Alibaba Literature, which dominate the market through strong content libraries and user engagement strategies [30][31] - Smaller and emerging platforms are also active, focusing on niche markets and innovative business models to attract specific user groups [35] 4. User Behavior and Demand Analysis - The user base is predominantly young, with over 60% aged between 16 and 35, and the proportion of paid users is steadily increasing, surpassing 30% by 2024 [18][48] - Users exhibit diverse content preferences, with a strong inclination towards high-quality, original works, and a growing demand for interactive and community-driven features [43][46] 5. Technological Development and Innovation Trends - The application of artificial intelligence in content creation and recommendation is on the rise, enhancing user satisfaction and content quality [56] - Cloud computing technologies are improving content distribution efficiency, while mobile reading technologies are evolving to provide better user experiences [57][58] 6. Future Development Trends and Recommendations - The online reading industry is expected to continue expanding, with increasing content diversity and personalization becoming key trends [64] - Platforms must innovate their business models and enhance user interfaces to maintain competitiveness in a rapidly evolving market [66]

Group 1 - The article discusses the impact of technological advancements on traditional industries, highlighting how innovations like Amazon's Kindle, e-commerce, and digital wallets have disrupted established markets [1] - It emphasizes the importance of combining technical and fundamental analysis in investment strategies, suggesting that they complement each other rather than oppose [1] Group 2 - The author has a long position in TELEPERFORMANCE SE, indicating a personal investment interest in the company [2] - The article expresses the author's opinions without any external compensation, suggesting an independent analysis [2]

Core Insights - The article discusses the transformative impact of technology on various industries, highlighting how innovations like Amazon's Kindle, e-commerce, and digital wallets have disrupted traditional business models [1]. Group 1: Industry Disruption - Amazon's Kindle significantly affected the physical book market, leading to a decline in traditional book sales [1]. - E-commerce has transformed retail, causing a decline in mall traffic and sales [1]. - Digital wallets have disrupted the card payments industry, impacting companies like Visa [1].

Core Viewpoint - InterDigital, Inc. has initiated litigation against Amazon for the infringement of its intellectual property related to video content compression and HDR technology [1][2]. Group 1: Litigation Details - The patents involved pertain to the compression of video content and enhancement of picture quality through HDR technology [2]. - Legal actions have been filed in multiple jurisdictions, including the United States Federal District Court in Delaware, Brazil's Rio de Janeiro State Court, Germany's Munich Regional Court, and the Local Division of Mannheim in the Unified Patent Court [3]. Group 2: Company Position - InterDigital prefers to resolve licensing issues through amicable negotiations but indicates that Amazon's choice to litigate reflects a preference for legal battles over negotiations [4]. - The company emphasizes the importance of fair compensation for its innovations, which are crucial for Amazon's ability to deliver high-quality content globally [4]. Group 3: Company Overview - InterDigital is a global R&D company focused on wireless, video, AI, and related technologies, providing foundational technologies for various communication and entertainment products [5]. - The company has a history of innovation in wireless technology, from early digital cellular systems to advanced 5G and Wi-Fi technologies, and is also a leader in video processing and AI research [5].

Core Insights - Amazon, once a dominant player in global e-commerce, has seen its market share in China plummet to 0.6% after 15 years of operation [3][6] - The company initially entered the Chinese market with high hopes, acquiring a major online bookstore, but failed to adapt to local consumer preferences and competition [1][17] Market Performance - In 2008, Amazon held a 15.4% market share in China, which drastically declined to 2.1% in 2014, 1.3% in 2016, and finally 0.6% in 2018 [6][8] - By 2017, Amazon's market capitalization exceeded $500 billion, but its performance in China starkly contrasted with its success in North America and Europe [5] Competitive Landscape - Local competitors like Taobao, JD.com, and Pinduoduo rapidly gained market share, with Taobao's "Double 11" sales surpassing 100 billion yuan, while Amazon's "Black Friday" went largely unnoticed in China [8][10] - Amazon underestimated the potential of local players and was slow to respond to market changes, leading to a significant loss of consumer interest [14][17] Operational Challenges - Amazon's global operational model did not translate well to the Chinese market, where local logistics and consumer expectations favored faster delivery services [10][12] - The company's rigid decision-making structure hindered its ability to adapt quickly to local market dynamics, resulting in missed promotional opportunities [12][16] Strategic Missteps - Amazon's marketing strategies failed to resonate with Chinese consumers, and its late entry into cross-border e-commerce further diminished its competitive edge [16][17] - The company acknowledged its lack of aggressiveness and insufficient investment in the Chinese market, leading to a strategic pivot towards India instead [17]