Jiang.FYI - Insight & Inquiry

• In a Personal Agent, the Person Is Human and the Client Is AI
• Subscriptions Priced for Human Pace Meet Agents That Don't Work at Human Pace
• On-Device Models: The Business Is in the Ground Apple Doesn't Cover
• VisionClaw and the Empty Application Layer of Wearable AI
• You Already Have a Computer in the Cloud
• Fish Audio Is Taking the DeepSeek Route
• Four Dollars a GB to Rent a Human Identity
• What Simile Sells Is Calibration, Not Simulation
• After AI Takes Over Engineering, Measurement Gets Priced First
• Those Who Don't Build Models Are Growing Another Layer on Top of Them
• What Kimi K3 Settles Is the Reference Frame, and Capacity Is Beside the Point
• Another Route Through While Models Eat Everything
• Liang Wenfeng's Arithmetic, and Why Restraint Is a Strategy
• Xiaohongshu Builds Models, but Not to Build Models
• The Body-Fat Scale: The First Entry Point for Life Data
• Agentic Cloud: The Four Layers of Cloudflare's AI Strategy
• The Next Hop for APIs: From Capability Interfaces to Scenario Interfaces
• The New Readers of Text
• Feishu and WeCom Saw the Same Opportunity
• 60% of the Apps on Your Phone Are Already Dead
• WeChat Doesn't Need OpenClaw, but It Needs the Channel
• Harness Engineering: A New Engineering Discipline for the Agent Era
• Manus Is Still Undervalued
• How Companies in Different Positions Think About OpenClaw, and Why
• The Voice Input Boom and What It Is Really About
• What Is Actually Changing With Xiaomi's miclaw: Phones Shift Who Is in Charge
• What OpenClaw Actually Brings, and Where It Is Headed
• What Are Investors in Foundation Models Actually Betting On?
• Elys and AI Social: Why the Next-Generation Social Network Won't Arrive This Way
• What Nothing Is Quietly Building on Its Phones Could Be Revolutionary
• The Key Elements of OpenAI's DevDay
• How to Understand Sora 2
• AI-Driven Services End the Era of Software's Greatest Common Denominator
• Revisiting the Opportunity in Vibe Coding, and Where It Goes
• What I Think About When I Think About AI Social
• A Key Detail About Personal Memory
• Why Browsers Became the New Entry Point, and What the Next One Is
• What the F's Do Next, and the Opportunities
• The Future Opportunity in AI Coding: A New Era of Expression and Content Consumption
• Seven Questions About General Agent Platforms
• The Future of GenSpark and Flowith
• How to Understand Manus
• Doubao Launches "Deep Thinking": A Reasoning Mode for Q&A, Search, Writing, and Reading
• Doubao on the Attack
• Yuanbao and Tencent's Main Battleground
• The Underrated Qwen
• Old Piece, Reposted: My Observations on WeChat
• Metaso's Choice
• The Opportunity for Products Like ima
• Predictions for AI in 2025
• Will a New Paradigm Replace Search?
• Is the Browser the Internet's Entry Point Again, Rather Than the App?
• How AI Is Making Money in China: Enterprise Contracts and AI Add-Ons
• Why Vertical AI Products Monetize More Easily Abroad Than in China
• Is There Still a Dream of the AI Super App?
• What Multimodal AI Needs Before It Takes Hold
• Where Foundation Models Go Next, and What Chinese Model Companies Can Do
• Nano Search and the Question of Who Checks AI Search Results
• The Input Method as the Entry Point for AI Services
• Baidu World 2024: Developers, Users, Hardware and No-Code
• What Live Web Search in ChatGPT Brings, and What It Does Not
• AutoGLM Operates Your Phone for You: What It Does Well, and Where It Breaks
• Microsoft's 10 Business Agents and Where Agents Go Next
• Qualcomm's Snapdragon 8 Elite and Running Models Locally on the Phone
• Where Voice Products Get Misread, From Podcasts to NotebookLM
• Doubao's Earbuds and What AI Hardware Needs to Be
• Meta Movie Gen and Pika 1.5 Make Video Generation Usable, but Who Will Pay?
• Using GenSpark: Fact-Checking Agents and the Sparkpage
• What Meta Announced at Connect 2024, and the Future It Is Building Toward
• DingTalk Goes After Individual Users With a Paid 365 Membership
• Three Ways AI Could Change Social Products
• What OpenAI's o1 Really Changes for Developers
• The Value of AI Programming Assistants, and Where Cursor May Go Next
• Feishu's One Data Hub, Three Products, and a Split Between China and Overseas
• Wenxiaoyan's Numbers, Read Closely: Baidu's AI Assistant and What It May Do Next
• AI Workflows Are the Next Step for Chat Products
• Desktop AI Assistants Are Fighting for the Alt + Space Shortcut
• Where Humanoid Robots Stand in August 2024: Interim Conclusions
• Doubao's Lead Among Chinese Chatbots, and Where It Could Go Next
• Why AI Generation Products Should Start Charging Where Compute Costs Most
• Token Consumption as a New Way to Judge an AI Application
• C.AI and Talkie: Companion Apps That Spend More Than They Earn
• Why Adept Went Looking for Amazon
• OpenAI's Search Depends on Indexing, and Google Holds the Index
• What GPT-4o mini Says About OpenAI's Next Model
• Four Questions About AI Video Generation Products
• a16z Is Stockpiling GPUs While Sequoia Says Wait: What Each Is Betting On
• Three Things to Watch from Apple's WWDC 2024
• Microsoft's AI PC Is a Time Machine for Your Life
• Why Model Prices Keep Falling, and What Cloud Providers and Model Makers Want from Each Other
• Google I/O 2024: Models in Every Product, and a Test for the Search Business
• What to Watch in ByteDance's Doubao Models
• GPT-4o and the End of the Required Screen
• Before the Next Computing Device Arrives, AI Hardware Will Split by Scenario
• Adobe Brings Sora and Other Video Models Into Its Editing Tools
• Baidu Create 2024: What Baidu Is Betting on for Developers
• What Decides Whether Apple's Vision Pro Succeeds
• WPS 365 Becomes an AI Office Platform: What Matters and What Could Go Wrong
• ChatGPT as a Search Box: What OpenAI's Plugins Change
• How to Estimate the Real Numbers Behind App Rankings
• My Predictions for OpenAI's Next Launch Event
• Running Models on the Device Comes Down to Cost and Moat
• Trying Metaso: Why Its AI Search Feels So Fast and Structured
• Why Podcasts Look Busy but Are Hard to Turn into a Business
• The GPT Store Has No Distribution Barrier, So the Fight Moves to User Data
• Who Could Build AI Search in China: Four Camps
• What Sora Changes for Video, Startups and Education
• If AI-Native Products Take Hold, the Pipes Lose First
• Qihoo 360's AI Search Bets on Questions Over Keywords
• Arc Wants to Charge for Search, and Starts from the Browser
• Thoughts on AI Search Products
• What Coze and Dify-Type Products Are Worth
• Questions and Answers on MyShell-Style Apps
• A Blind Guess at ByteDance's Video Generation Route
• Zhipu AI Releases GLM-4: Close to GPT-4, With an App Store Risk
• What to Watch at Pika, and a Few Possibilities
• Bitcoin Spot ETFs Approved: What They Change
• GPT Store Looks More Like Android's Market Than the App Store
• Rabbit R1 Sold 10,000 Units: It Is an Interaction Method, Not Hardware
• DingTalk's AI Push: What It Could Mean for Office Workers
• Who Becomes the App Store for Enterprise AI Apps

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