晚点聊
LatePost's interviews with companies and the people running them
2:08:33For AI Application Companies, Surviving Beats Innovating: Liblib Turns Cash-Flow Positive
An AI application company dismissed as ‘只会抄袭+投流’ — nothing but copying plus buying traffic — has been cash-flow positive since May, with paid advertising accounting for only 4% of revenue. Founder Chen Mian (陈冕): the era of applications has not arrived yet, and the most important goal is to stay alive; between being the first to find PMF and finally winning the market lies an enormous distance.
1:31:43AI Won't Break SAP, But It Will Break Per-Seat Pricing
AI will not flatten what enterprise software has accumulated, but it will break the per-seat pricing model. SAP's defense is not training its own foundation model — it is open partnership plus business understanding, and the real battlefield is the last mile: process, data and organizational inertia.
2:55:18Yao Song: physical AI is won by systems, not by young geniuses
From DeePhi to Orienspace to Striding AI, Yao Song (姚颂) argues that what decides physical AI is not one or two genius algorithms but data, compute, a talent pool and commercial delivery at every milestone — and that the intelligence-first giants may not be the ones who get to pick the fruit.
2:03:20Two or three assisted-driving suppliers will be left, and the window shuts by year-end
Momenta's Cao Xudong (曹旭东) argues that assisted driving is like batteries — there is only good and better — so the endgame leaves two or three third-party suppliers in China and three or four globally; the first tier already holds 90% market share, a data flywheel plus mass production is the ticket in, and the next stop is physical AI and home robots.