Alibaba Cloud’s major adjustment: 30% of the hybrid cloud team was laid off, and 50% of the IoT business line was laid off; Xiaomi’s crazy tribute was kidnapped by criticism; Lei Jun said that Xiaomi’s car cannot be 99,000.

12.29


Today in the history of technology

On December 29, 2017, iQiyi released data on paid-account online dramas. A total of 74 online dramas were launched using the paid-account model. The output increased nearly 2.5 times compared with 2016 (30). It is expected that more than 100 online dramas will be launched using the paid-account model in 2018. The number of online dramas is expected to exceed 100.

——Lin Jun and Hu Zhe "The Boiling New Decade"

Lei Jun said it is impossible for Xiaomi cars to sell for 99,000 yuan, and it is also impossible for 149,000 yuan, and technology must be respected

On December 28, at Xiaomi Automobile Technology Conference, Lei Jun said that Xiaomi’s first sedan, SU7, has performance indicators that are not inferior to Tesla Model S, including 0-100km/h acceleration, 100km/h-0 braking distance, and top speed. None of the indicators lag behind. Lei Jun said firmly: "So don't shout 90,000 or 90,000 yuan (referring to the price of Xiaomi SU7), it is impossible!" Lei Jun further said: "Anyone with this kind of performance and configuration must cost more than 400,000 yuan! So 140,000 and 90,000 yuan" There’s no need to say it again, you still have to respect technology!”
In addition, when asked why he did not pay tribute to Changan, Geely and other car companies, Lei Jun responded: "Actually, everyone has really misunderstood. I have always been in awe of the entire automobile industry. When I decided to make a car, I immediately started working on it. I paid a visit to my family and expressed my respect in person. During the visit, I also asked every industry senior for advice on what kind of car is considered a good car in the era of smart electric vehicles." (ifeng.com Technology）

Die Stahlexporte ziehen an: In den ersten 11 Monaten stiegen die Stahlexporte Chinas um 35,6 Prozent im Vergleich zum Vorjahr.

Aufgrund eines starken Preisvorteils, gepaart mit ausreichenden Aufträgen in der Anfangsphase, in diesem Jahr, Chinas Stahlexporte weiterhin auf einem hohen Niveau laufen, einige Stahlwerke und Händler Übersee-Aufträge, sondern auch ein deutlicher Anstieg. Daten von Chinas General Administration of Customs veröffentlicht zeigte, dass in den ersten 11 Monaten dieses Jahres, Chinas kumulative Ausfuhren von nationalen Stahl waren 82,66 Millionen Tonnen, ein Anstieg von 35,6% gegenüber dem Vorjahr, und ein Anstieg von 37,86% im Vergleich zu 2019 als gut.

--https://finance.eastmoney.com/

Ocean freight remains high, China-Europe freight train inquiries increase by 40%
Since the Red Sea incident broke out, the number of inquiries about China-Europe freight trains has increased by 40%. "Recently, Ma Lei, chairman of Xinjiang Zhonggu Yiyu International Trade Co., Ltd., who has been engaged in the China-Europe freight train business for a long time, said. For a long time, due to cost reasons, foreign trade companies have preferred to choose sea transportation. However, due to the current situation in the Red Sea, the Asia-Europe route Freight rates have soared, and more companies have begun to consider China-Europe freight train transportation. (Shanghai Stock Exchange)

China's mobile payment penetration rate reaches 86%, ranking first in the world.

--https://www.gov.cn/yaowen/shipin/202312/content_6923017.htm

Hapag-Lloyd says Red Sea route still 'too dangerous

--bbc

Geely executives said Xiaomi's announcement was "passed", while Meizu CEO angrily said: Is such emotional kidnapping interesting?

Recently, Lei Jun posted a number of Weibo posts to pay tribute to his automotive colleagues and also to warm up Xiaomi's press conference, which caused attention and controversy. Yang Xueliang, senior vice president of Zhejiang Geely Holding Group, issued a welcome message: "Come on, although we haven't paid tribute, we still open our hearts to welcome new players. Good luck and have fun!" As for Xiaomi's tribute to BYD in the group building, Yang Xueliang forwarded a comment : Passed, and said "We are not competing with Xiaomi" and "Beyond 007, give it a try".

Meizu wants to become the first Xiaomi car owner: We are committed to improving consumer experience

According to news on December 28, Xiaomi Motors SU7 has released real photos, which attracted many netizens to watch, and many people called for becoming car owners, including Meizu Technology. Meizu Technology’s official Weibo stated that the large deposit has been prepared and is ready to become the first owner of SU7.

Later, Wan Zhiqiang, assistant vice president of Meizu Technology, explained that the Internet of handcarts is a mutual promotion of handcarts. The collision of the best of the two industries will ultimately improve the consumer experience, with teammates such as FlymeAuto. (ifeng.com Technology)
JD.com issued a document calling on former procurement and sales employees to return, claiming that "you will get a salary increase when you return home."

On the afternoon of December 28, JD.com issued a purchase and sales call order, summoning sales and sales employees to return to the company, saying: "We meet again as before. Welfare benefits will continue to accumulate after returning home, including seniority subsidies, housing security funds, continuing education, and exclusive services for older employees." The title, employee relief fund, etc. will be continued.”
At the same time, it is also guaranteed that the "JD Procurement and Sales Salary Increase 100%" policy released on the 27th will apply to employees who return to the company: "The new retail procurement and sales salary policy will apply after returning home, and your salary will be increased when you return home!" (Sina Technology)
Alibaba Cloud re-adjusts: reducing customization projects and hardware integration business

According to reports, Alibaba Cloud is cutting off the project-based business of customizing industry solutions for government and enterprise customers, and cutting off the hardware integration business and reducing related personnel in the IoT (Internet of Things) business line. Some teams in the Hybrid Cloud Division have laid off 30% of their employees. The IoT hardware integration business will lay off more than 50% of its employees, and the remaining staff in this department will be dispersed and transferred to other businesses.

At the same time, Alibaba Cloud is expanding recruitment in its public cloud division and AI department. Alibaba Cloud's official recruitment website currently has about 500 positions open for recruitment, with a headcount of more than 1,500 people. (LatePost later)

Taobao and JD.com follow up on "refund only", Pinduoduo: Refund only is not a "brainless" position for consumers

Recently, as e-commerce platforms have followed up on the "refund only" policy, a merchant who only sells cosmetics and skin care products on Taobao explained that compared with Pinduoduo's unit price, both Taobao and JD.com's unit price will be higher, which means With "refund only", the risks and losses for merchants may also be greater.
On December 27, Pinduoduo stated that since the "refund only" operation has been implemented, the platform has formed a complete processing program and is not a "brainless" consumer position. If a merchant encounters an unreasonable refund-only application, he or she can appeal to the platform through normal channels. (NetEase Technology)
Tencent Game Employee: "Black Myth: Wukong" is not something you can make if you have money, and it is difficult for Tencent to produce a 3A game

According to news on December 28, the domestic game "Black Myth: Wukong" will be officially released on August 20, 2024, and will be available on PS5, XSX|S, and PC. From the perspective of foreigners, this high-quality single-player game with a buyout system seems to be in line with the production standards of Western 3A studios. Its reimagining of Sun Wukong's dark winds, coupled with hardcore combat, has garnered it a cult following around the world.
A developer from Tencent Photon Studio recently said that a game like "Black Myth: Wukong" does not only require money, but also people, teams and systems who understand the game. He bluntly said, "Tencent has more money, but it is still difficult to achieve 3A." As an industry insider, the developer responsible for game graphics said about "Black Myth": "It must be successful... As a colleague, I have given them a lot of sweat. I hope it will not only be well received, but also popular." (ZAKER)
Kai-Fu Lee: Competition for large models in China is extremely fierce and may even exceed that of the United States. In the end, there will be several big winners.

According to news on December 28, according to the predictions of Kai-Fu Lee, a venture capitalist and former president of Google China, China’s generative artificial intelligence startups are going through a “qualifier.” He founded Zero One Everything earlier this year. Last month, the company completed a funding round valuing it at as much as $1 billion.
Kai-Fu Lee predicted: "In China, there will eventually be a few big winners, and some companies may exit the market with dignity. But most companies will either give up halfway or turn to more practical goals, such as building applications and solutions for specific industries. . Today, China’s artificial intelligence field is still in the qualifying stage, and the competition is extremely fierce, and may even surpass the United States.” (NetEase Technology)
Are Huawei stores crowded? Yu Chengdong: M9 created a miracle for global high-end cars

On December 28, Yu Chengdong, Huawei’s Managing Director, CEO of Terminal BG, and Chairman of Smart Car Solutions BU, posted in WeChat Moments that the total number of Wenjie M9 units exceeded 20,000 units. He said: "The Wenjie M9 is at its peak, boundless imagination. The blind order of 60,000 units is in the process of being converted into a large order!" He also said that the M9 has created a miracle of global high-end cars.

 

Wenjie M9 was just released recently, priced at 469,800 yuan to 569,800 yuan. In response to the news that "Huawei stores were crowded after the launch of Wenjie M9", we learned from Huawei stores in Beijing, Shenzhen and other places that although the rumors are not exaggerated, people who have been looking at Wenjie M9 have indeed never stopped. Official data said the number exceeded 10,000 two hours after it was released. (Blue Whale Finance, Sina Technology)
Taobao’s new rule prohibits women’s clothing pre-sales from exceeding 15 days, and Taobao shortens the pre-sale time

Recently, netizens said that Taobao pushed notifications to merchants to adjust the delivery time. Daily women's clothing should not exceed 15 days; stage clothing, wedding dresses and wedding dresses should not exceed 30 days; and Hanfu clothing should not exceed 45 days.
Taobao merchant customer service stated that this adjustment will take effect on December 28. The platform has adjusted the overall delivery level of merchants in the clothing category. If buyers complain about overtime delivery, merchants may need to pay compensation. (Oriental Finance)
A major ransomware case was uncovered in Hangzhou, and criminal gangs used ChatGPT to optimize programs

According to news on December 28, the Internet Police in Shangcheng District, Hangzhou recently uncovered a major ransomware case. The members of the criminal gang all have network security-related qualifications and used ChatGPT to optimize the program during the crime. The four members of this gang used viruses to attack the relevant servers of a company, causing all the company's systems to fail to operate normally, and extorted 20,000 USDT (Tether currency).
This group all have experience working for large network technology companies. They confessed to the fact that they were responsible for writing ransomware versions, using ChatGPT to optimize programs, conducting vulnerability scans, penetrating to obtain permissions, implanting ransomware, and committing extortion. (NetEase Technology)
Alibaba becomes the second largest shareholder in Jiliugan, a game developer

Recently, Chengdu Dongji Liugan Information Technology Co., Ltd. has undergone industrial and commercial changes. Xiamen Jixiang Equity Investment Co., Ltd., a subsidiary of Gigabyte, Shanghai Huandian Information Technology Co., Ltd., an affiliate of Bilibili, and Linzhi Tencent Investment Management Co., Ltd., a subsidiary of Tencent, have withdrawn from the ranks of shareholders. Hangzhou Alibaba Overseas Information Technology Co., Ltd. was added as a shareholder, with a shareholding ratio of 32.6%, making it the company's second largest shareholder; at the same time, many key personnel of the company changed. (36 krypton)
Gome Retail transfers over 100 million yuan in equity to JD.com to repay debts. The total consideration of 105 million yuan will be used to settle the equivalent value of expired and outstanding bonds.

Recently, Gome Retail announced that on December 27, 2023, the company and its two subsidiaries entered into an agreement with Jiangsu Jingdong Bangneng Investment Management Co., Ltd. (buyer) and bondholder Danube Innovation Limited (ultimately controlled by JD.com, Inc. ) to enter into an agreement for the settlement of part of the bonds. According to the agreement, the company transferred 21.6495% of the equity of Shenzhen Shifendaojia to JD.com for a consideration of 105 million yuan, which will all be used to settle the equivalent amount of expired and outstanding bonds. (IT Home）

 

Samsung Electronics is revealed to have cut employee bonuses in its chip department

According to reports, South Korean technology giant Samsung Electronics will cut bonuses for employees of its chip production equipment solutions business (DS). Samsung Electronics’ DS division informed employees through an internal announcement on December 27 that the payment ratio of the target achievement bonus plan will be halved to 12.5%. The program serves as a metric that allows employees to receive bonuses that could be as much as one month's salary based on performance reviews of business units and units in the first and second half of the year.
However, within the DS department, different business units face very different situations. Due to a high default rate of 12.5%, Samsung Electronics' foundry business unit and large-scale integrated circuit system business have a performance bonus rate of 0%, while the Semiconductor Research Institute and Samsung Advanced Technology Research Institute received a performance bonus rate of 25%. (Sina Finance)
Intel CEO hints at Nvidia's good luck, Nvidia executives respond

When launching new AI products in December, Intel CEO Gelsinger aimed his gun at Nvidia. Gelsinger first publicly emphasized that the moat of NVIDIA's CUDA software was not as deep as outsiders imagined. Then, in a forum at MIT, he attributed NVIDIA's success to luck. Kissinger said that if he had not been kicked out of Intel, his optimistic Larrabee project would not have been terminated, so it may be Larrabee, not CUDA, that changes the shape of AI.
Bryan Catanzaro, vice president of applied deep learning research at Nvidia, previously refuted Kissinger's fierce views on the current situation of the artificial intelligence hardware industry on 𝕏, saying that "Nvidia's status today does not come from luck, but from vision and execution." (Tencent Technology, ZAKER)
Musk reiterates Tesla is an AI and robotics company

On Wednesday local time, Musk reiterated that Tesla is an artificial intelligence + robotics company, not just a car company. Electric vehicle analyst Sawyer Merritt shared a video of an interview with Roth Capital analyst Craig Irving, who gave Tesla an $85 price target and said: “I’m bearish because I think it’s severely Overvalued. When we use Toyota as the benchmark, there's nothing Tesla doesn't do that Toyota doesn't have. Chinese competition is overtaking them and it's going to be a tough 2024."
Musk responded: "He got the frame of reference wrong. We are an AI/robotics company." In September this year, Musk said: "Almost all of Tesla's long-term value will come from AI and robots, including cars. and humanoid robots.” (Global Market Report)
OpenAI rival Anthropic expects annualized revenue of $850 million next year

According to foreign media citing people familiar with the matter, OpenAI's competitor Anthropic, an AI startup invested by Amazon and Google, expects its annual revenue to exceed US$850 million by the end of 2024. Anthropic has told some investors that it has annualized revenue of $100 million and expects to hit $500 million by the end of 2024, but it's unclear why the latest forecast is so much higher.
The new forecast comes as Anthropic aggressively presses forward with plans to raise about $750 million from Menlo Ventures and other investors, valuing it at a pre-money valuation of $15 billion, at least for an early funding round in 2023. three times. (Financial Associated Press)

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Tesla's full-year deliveries expected to hit record high, but falls short of Musk's goal

In 2023, Tesla's full-year electric vehicle deliveries are expected to hit a new record, but still fall short of Musk's target of 2 million vehicles. In response to slowing electric vehicle sales, Tesla has cut prices on four models globally, with a focus on the Chinese market. However, Tesla's electric vehicle subsidy policies in the United States and Germany are coming to an end, which may lead to further price cuts next year.
In addition, Tesla has faced increased regulatory scrutiny and even recalled more than 2 million vehicles earlier this month. Despite this, analysts still expect Tesla to deliver more than 2 million vehicles next year and is expected to join the trillion-dollar market capitalization club. (redhub)

Yang Likun, Chief Scientist of Meta: OpenAI has become a "contract research organization" of Microsoft

According to news on December 28, Meta’s chief AI scientist Yann LeCun fiercely criticized OpenAI helmed by Sam Altman in a recent interview. Likun Yang bluntly stated that OpenAI has deviated from its original non-profit path and has become a "contract research organization" for Microsoft. "Right now, they're basically a contract research organization for Microsoft, although they have some independence."
OpenAI used a non-profit model when it was first established in 2015, but in 2019 it established a subsidiary using a profit model, with an investment limit of 100 times the investment amount. Microsoft initially invested $1 billion in OpenAI, which eventually increased to $13 billion. According to reports, OpenAI’s decision was criticized by Yang Likun, Musk and others. (IT Home)
Microsoft says Sony is still opposing Activision Blizzard acquisition: surprised and disappointed

Recently, Microsoft stated that it was surprised and disappointed with Sony's continued opposition to the acquisition, and that they have the right to request Sony to provide more documents to support its claims. At the same time, Microsoft also mocked Sony for providing 52 documents for the case, half of which were irrelevant to the case.
Microsoft said: "We signed a ten-year Call of Duty agreement with Sony that provides better protection terms than Activision Blizzard's. Some believe this signals Sony's opposition to Microsoft's acquisition of Activision Blizzard. It's over, but it's not." Sony still seems to be holding on to a glimmer of hope that it can prevent Microsoft from acquiring Activision Blizzard from becoming even more powerful. (Vagrant Starry Sky)
LinkedIn ad prices rise as advertisers leave 𝕏 platform

According to news on December 28, LinkedIn has made new progress in the digital advertising market. Higher demand is driving up LinkedIn ad prices as brands reallocate spend that would otherwise go to the platform. According to estimates from research firm Insider Intelligence, LinkedIn's annual advertising revenue will rise to nearly $4 billion in 2023, a year-on-year increase of 10.1%. (Sina Technology)
Musk’s AI startup adopts special structure to prioritize social impact

According to news on December 27, Tesla CEO Elon Musk’s newly established AI startup xAI is following the practices of competitors OpenAI and Anthropic and has registered as a for-profit B Corporation. This structure allows the company to prioritize positive impact on society over returns to shareholders.
Before Musk founded xAI, he had repeatedly criticized OpenAI for its deficiencies in text content protection and its departure from the non-profit structure when it was founded. As one of the founding members of OpenAI, he served on the board of directors until 2018. However, as OpenAI gradually shifted to a for-profit model, Musk chose to leave. (NetEase Technology)
Japan to crack down on Apple and Google app store monopoly

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According to Japanese media reports, Japan is also preparing to introduce regulations requiring technology giants such as Apple and Google to allow external app stores to conduct payments on their mobile operating systems to curb the abuse of their dominant position in the Japanese market. According to reports, this regulation to restrict the monopolistic behavior of Apple and Google is expected to be submitted to the Japanese Parliament in 2024.
The regulations, which will limit platform operators' efforts to keep users within their own ecosystems and lock out competitors, cover four main areas: app stores and payments, search, browsers and operating systems. (Financial Associated Press)