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大疆的“印钞机”,被手机厂商盯上了
虎嗅APP· 2025-12-21 03:05
以下文章来源于市值榜 ,作者市值榜团队 市值榜 . 资本与商业研究 本文来自: 市值榜 ,作者:相青,编辑:赵元,题图来自:AI生成 如果一定要为中国消费电子找一个异类样本,大疆一定在名单最前列。 当绝大多数厂商在价格战与参数内卷中被迫接受低毛利时,大疆却在无人机、运动相机,Pocket等看 似小众的品类里反复做成全球第一,并保持了高毛利。 过去十年,大疆在消费级无人机领域的市场份额从未低于 70%。以无人机为技术原点,它完成了从 天空向地面影像的全覆盖。 据久谦咨询报告,大疆创新已成为全球运动相机领域的领导者,预计到2025年第三季度将占据66% 的市场份额。这与2022年GoPro占据84%市场份额的局面相比,可谓发生了重大转变。 与此同时,大疆今年7月推出的首款全景相机产品Osmo360,仅用3个月时间,在中国电商渠道份额 已达到49%,全球市场份额43%,将此前垄断85%~92%市场份额的影石拉至49%。 Pocket 则成为视频博主神器。2018 年,首款 Osmo Pocket 将三轴机械增稳云台和高清相机融合到极 小机身中,解决了手机便携但防抖不足、专业云台稳定却体积庞大的行业痛点。今年,Poc ...
文字的速度终于赶上了短视频
虎嗅APP· 2025-05-24 03:26
Core Viewpoint - The article discusses the decline of Pocket, a reading tool, as a reflection of changing user habits in the age of AI, suggesting that the need for "read later" features is diminishing due to instant access to information through AI technologies [2][4][10]. Group 1: Decline of Pocket - Pocket, once a popular tool for saving articles, will delete all accounts and user data on October 8, marking its decline after being acquired by Mozilla in 2017 [2][3]. - The closure of Pocket symbolizes the end of an era where users felt the need to save content for later, as AI reshapes how information is consumed [4][10]. Group 2: Changing Information Consumption - The evolution of user behavior indicates that the concept of "reading later" is becoming obsolete, as AI allows for immediate access to desired information [10][11]. - AI tools can now summarize lengthy articles and provide instant answers, reducing the need for users to save content for future reading [10][11]. Group 3: Impact on Writing and Expression - The article posits that AI may render "writing later" unnecessary, as it enables faster content creation and expression for individuals who may lack writing skills [14][19]. - AI's ability to assist in writing could empower those with rich life experiences but limited writing abilities, allowing their stories to be told [19][21]. Group 4: Broader Implications - The rise of AI in content creation and consumption raises questions about the value of original writing and the potential decline in literary standards [24][25]. - The transition to an AI-driven content landscape may lead to a re-evaluation of how stories are told and who gets to tell them, democratizing the writing process [24][25].
文字的速度终于赶上了短视频
Hu Xiu· 2025-05-23 05:26
Core Insights - The closure of Pocket, a service acquired by Mozilla in 2017, signifies the decline of a once-popular "read later" tool as user habits evolve in the face of AI advancements [1][5][37] - The rise of AI has fundamentally altered the need for "read later" services, as users can now access information instantly and customize their reading experiences [13][15][29] Group 1: Evolution of Information Consumption - Pocket was established in 2007 during an era characterized by information overload, where users felt the need to save content for later due to limited processing capabilities [6][8] - The concept of "read later" was a response to the anxiety of missing out on useful information, creating a false sense of control over time and content [9][11] - The advent of AI has diminished the necessity for "read later" as users can now obtain information on demand, effectively eliminating the waiting period [14][15] Group 2: Impact of AI on Writing and Content Creation - AI is reshaping the writing landscape, potentially making the concept of "write later" obsolete by allowing for immediate content generation [17][30] - The barriers to writing are being lowered, enabling individuals with rich life experiences but limited writing skills to express themselves through AI assistance [25][31] - The speed of text production is now comparable to that of short videos, indicating a significant shift in content creation dynamics [33][35] Group 3: Cultural and Societal Implications - The decline of Pocket serves as a metaphor for the transition into a more chaotic and immediate information age, where traditional methods of information storage are becoming obsolete [37] - While AI enhances the speed and accessibility of content, it raises questions about the depth of thought and originality in writing, as well as the value of human experience in storytelling [36][38]