高盛分析师团队的核心逻辑是：内存芯片成本大幅上涨导致智能手机BOM成本显著垫高，对于价格敏感的入门级市场，这几乎是毁灭性打击。在新兴市场，消费者对价格极为敏感。一旦售价低于200美元的入门机型因成本压力而涨价，需求往往会迅速消失。高盛预测，2025至2027年间，全球入门级手机销量将以年复合增长率-4%持续萎缩，其市占率将从2024年的44%下滑至2027年的40%。
Getting Rusty At Coding#If you’ve spent enough time on programming forums such as Hacker News, you’ve probably seen the name “Rust”, often in the context of snark. Rust is a relatively niche compiled programming language that touts two important features: speed, which is evident in framework benchmarks where it can perform 10x as fast as the fastest Python library, and memory safety enforced at compile time through its ownership and borrowing systems which mitigates many potential problems. For over a decade, the slogan “Rewrite it in Rust” became a meme where advocates argued that everything should be rewritten in Rust due to its benefits, including extremely mature software that’s infeasible to actually rewrite in a different language. Even the major LLM companies are looking to Rust to eke out as much performance as possible: OpenAI President Greg Brockman recently tweeted “rust is a perfect language for agents, given that if it compiles it’s ~correct” which — albeit that statement is silly at a technical level since code can still be logically incorrect — shows that OpenAI is very interested in Rust, and if they’re interested in writing Rust code, they need their LLMs to be able to code well in Rust.
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"The work-life balance was at the heart of it," adds de Wit, who disagrees with the suggestion that their staff are now doing less work for the same amount of money. Instead he puts it down to "working smarter not harder".
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让波波真正难过的，从来不是那些世俗意义上的失败，而是伴随创业挫折而来的、对人的失望。曾经亲密无间的合作伙伴，最终不欢而散。向来感性的她，常常被这些情感上的裂痕所伤。