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转型并非必然成功:平台面临的真实选择抽佣触顶之后,平台并非自动走向新的增长曲线。广告化、订阅制、工具化与金融化,更多是一组可选项,而非必然路径。是否能够完成转型,取决于平台自身所处的位置、能力边界以及与供给侧的关系基础。

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Toyota didn't get to be the world's largest automaker by being completely blind to feedback, and last year, it gave its EV platform (called e-TNGA and shared with Lexus and Subaru) a bit of a spiff-up. To start, it simplified the name—the small electric SUV is now just called the bZ. It uses a new 74.7 kWh battery pack, available with either front- or all-wheel-drive powertrains that now use silicon carbide power electronics. And for the North American market, instead of a CCS1 port just behind the front passenger wheel, you'll now see a Tesla-style NACS socket.

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The converse is also worth asking — whether simulating artificial environments (for instance a 3d representation of a Youtube video) might have unintended negative consequences. Fei-Fei Li’s startup World Labs, which aims to make the leading “world model” — an alternative to language models based on tokenizing physical space rather than words — recently raised a substantial amount of money. As consumer-facing robots become more plausible, the business case for such a model is obvious. But what physical spaces are “world” models actually being trained on? The contemporary physical environment, sound-proofed, plastic-coated, and artificially-colored, is radically different from the environment that Homo sapiens evolved to excel in.