Story archive for WayDigital in this collection.
118 public articles
AI has to pass through batteries, thermal limits, bandwidth, bills, and privacy. The next competition is delivering good-enough intelligence with less energy and closer to the device.
模型越强，AI 越要面对电池、散热、带宽、账单和隐私。下一阶段的竞争，是让足够好的智能用更少能量、更近的设备交付出来。
Liu Ziming’s argument is not simply to make AI run more experiments, but to turn observation, hypotheses, interventions, and outcomes into a learnable research process.
自动化研究不只是让 agent 多跑实验。刘子明提出的关键在于：把观察、假设、干预与结果变成可积累的研究语言，让模型先学会判断。
AI will not erase workplace software overnight. It is beginning with the costly handoffs between tools. WorkBuddy, QoderWork, and Codex are competing for the workbench between a request and a usable deliverable.
AI 不会把办公软件一键清空，却会先吞掉人与工具之间最耗时间的搬运。WorkBuddy、QoderWork 与 Codex 正在争夺的，是从一句需求到可交付成果的那张工作台。
AI may first change not a single job, but the cost of handoffs, waiting, and lost context between functions.
AI 最先改变的未必是某个岗位，而是岗位之间反复交接、等待和丢失上下文的成本。
CXMT’s debut valuation prices a scarce Chinese DRAM platform, an AI memory upcycle and strategic supply-chain value—not proof that it has overtaken the global memory leaders.
3.5 万亿元不是“技术已经封王”的证明，而是中国稀缺 DRAM 平台、AI 存储周期和供应链重估叠加的价格。长鑫已进入 DDR5/LPDDR5X，但 HBM、先进制造和全球客户认证仍是硬门槛。
A 25-company letter landed in Washington on July 24. The important question is not whether openness is virtuous, but who loses if AI is reduced to a handful of API gates.
7 月 24 日，一封由 25 家科技机构联署的公开信被推到台前。真正值得读的，不是“支持开放”四个字，而是谁不愿意让 AI 的下一轮竞争只剩下少数 API 入口。