Will Huawei’s Hongmeng system be incompatible with Android next year? The response is coming; Tesla may raise prices this week

[Jumping to Microsoft is not a sure thing, Altman is trying to help the OpenAI board of directors “look decent”] OpenAI founder Sam Altman (Sam Altman) unexpectedly switched to Microsoft after being fired by the board of directors, but this is not a sure thing yet. Multiple sources say he and co-founder Greg Brockman are still willing to return to OpenAI if the other board members who fired him resign. At present, almost all employees of the company are planning to leave on a large scale. Of the approximately 770 employees of OpenAI, 700 have signed a joint letter to resign, forcing the board of directors to resign, and demanding the reinstatement of Altman and Greg Brockman. Ilya Sutskever, one of the three board members, has turned to Ultraman. One source said Altman’s camp and investors were trying to find a dignified exit for the board. The source described Microsoft’s hiring announcement for Ultraman as a “waiting mode.”

Ilya Sutskever wrote that I deeply regret my participation in the board of directors. I never intended to harm OpenAI. I love what we have built together and will do whatever it takes to bring the company back together. (Sina Technology)

[OpenAI’s new CEO will investigate Altman’s dismissal] OpenAI today appointed former Twitch CEO Emmett Shear as the company’s interim CEO, and Shear also officially announced that he accepted the invitation. Shear said he would make changes to OpenAI’s management team and hire an independent investigator to investigate Altman’s departure. He said: “It is obvious that the entire process and communication regarding Altman’s removal were very poor, which seriously damaged the company’s reputation.” Altman was fired by the OpenAI board of directors last Saturday. At that time, OpenAI did not give a specific reason, but said that Altman was not candid enough in communicating with the board of directors and was incapable of continuing to lead OpenAI. (Global Market Report)

[Microsoft CEO: Altman will join Microsoft] Microsoft CEO Nadella announced on social media that OpenAI founders Sam Altman and Brockman will join Microsoft, and the two will lead the new Microsoft artificial intelligence team. Nadella said he would quickly provide the Altman team with the resources it needs. In response, Altman forwarded the article and replied: The task continues. Greg Brockman, who will lead Microsoft’s new artificial intelligence team, said we are going to build something new and it will be incredible. (China Business News)

[It is reported on the Internet that the Hongmeng system will not be compatible with Android next year. Huawei related people: there will be three independent operating systems in the future] Recently, there is news that Huawei may launch a Hongmeng version that is not compatible with Android next year. On November 20, a Huawei official said: The launch time is still uncertain. In the future, IOS, Hongmeng, and Android will be three independent systems. (The Paper)

[Xiaomi Group’s third quarter revenue was 70.89 billion yuan, a year-on-year increase of 0.6%] Xiaomi Group released its third quarter performance announcement as of the end of September on November 20. Revenue in the third quarter was 70.89 billion yuan, a year-on-year increase of 0.6%; third-quarter adjusted net profit was 5.99 billion yuan, a year-on-year increase of 182.9%. In the third quarter of 2023, smartphone business revenue was RMB 41.6 billion. Global smartphone shipments were 41.8 million units, a year-on-year increase of 4.0% and a month-on-month increase of 27.0%. (Interface News)

[Xiaomi responds to the progress of Xiaomi Auto: A second winter test will be conducted next] At the 2023 third quarter results conference held on November 20, regarding the progress of Xiaomi Auto, Lu Weibing, partner and president of Xiaomi Group, responded that in the first half of next year The mass production target remains unchanged, and a second winter test will be conducted next. He revealed that Xiaomi Automobile has about 3,000 R&D personnel. At the same time, regarding the media report that “Lei Jun expected Xiaomi car sales to be 100,000 units”, Lu Weibing said that Lei Jun had not made an analogy. (Daily Economic News)

[Tesla sales staff: Tesla will raise prices this week, for all models] Recently, there is news that Tesla will increase the price in the Chinese market again this week. “According to our internal information, this time the price increase is continuous, targeting all models.” On the morning of the 20th, Tesla sales staff revealed to reporters that due to relatively good sales, high pressure on the production line, and rising production costs, Tesla Related models will continue to increase in price this week. It is worth noting that Tesla has completed three price increases in the past half month. On October 27, the price of the Model Y high-performance version was first raised by 14,000 yuan. (Securities Times)

[McDonald’s Global to Acquire Equity in Carlyle Group’s China Business] Reporters learned that on November 20, McDonald’s Global agreed to acquire Carlyle’s minority stake in McDonald’s strategic cooperation companies in mainland China, Hong Kong and Macau. CITIC Consortium, led by CITIC Capital, will maintain its controlling position and continue to hold 52% of the shares after the transaction is completed. McDonald’s Global, as a minority shareholder, will increase its shareholding ratio from 20% to 48%. It is reported that the transaction will be completed in the first quarter of 2024. Zhang Yichen, chairman and CEO of CITIC Capital, said that as the controlling shareholder of McDonald’s China, he is very happy to see McDonald’s headquarters’ recognition of its partners and further investment in the Chinese market. In the future, McDonald’s China plans to have more than 10,000 restaurants in 2028. (Kechuangban Daily)

[Investors are considering suing the OpenAI board of directors] On November 21, sources revealed that after OpenAI fired Sam Altman, investors were considering suing the company’s board of directors. Sources said investors are working with legal advisers to examine their options. It’s unclear whether these investors will sue OpenAI. Investors are worried that the recent personnel shakeup will deal a huge blow to the company and that their hundreds of millions of dollars in investments in OpenAI may suffer catastrophic losses. (Reuters)

[Hangzhou New Oriental was reported by an Internet celebrity and the punishment results were announced: it stopped running the school and was fined 150,000 yuan] Hangzhou New Oriental was reported by an Internet celebrity for illegal make-up classes. The official penalty results were announced a few days ago: Hangzhou Gongshu District Comprehensive Administrative Law Enforcement Bureau ordered New Oriental related companies to stop Run the school, refund the fees collected, and impose a fine of more than 150,000 yuan. On November 20, the Credit China website showed that the subject being punished was the fifth branch of Daguan Road of Hangzhou Bachelor Education Technology Co., Ltd. According to information from Tianyancha, Hangzhou Bachelor Education Technology Co., Ltd. was formerly known as Hangzhou New Oriental Education Consulting Co., Ltd. (China Youth Network)

[Nezha Auto will start selling cars in Turkey from December] Turkish car dealer GRS Automobility issued a statement saying that Nezha Auto will start selling Nezha U series compact SUV, pure electric coupe Nezha GT and Nezha in Turkey in December. The B-class SUV Nezha AYA will enter the Turkish market in the first quarter of 2024. (Interface News)

[Fierce battle for overseas e-commerce: Temu doubles GMV target next year, SHEIN maintains profits] It is reported that Temu has set a rather aggressive GMV (transaction volume) target for 2024 – US$30 billion, more than double this year’s . SHEIN has been in business for ten years, with global GMV of US$29 billion in 2022. Temu is a full-category e-commerce platform, focusing on low-priced small items; SHEIN mainly sells fashion apparel. An investment source said that the subsidies provided by SHEIN are limited. For the same products with absolutely low prices on the Temu platform, SHEIN will choose to directly remove them from the shelves. A person close to SHEIN said that even if it opens up new markets, SHEIN cannot accept early-stage loss subsidies, but will start market launch after the natural traffic reaches a certain proportion. An overseas entrepreneur said that for SHEIN, the more important thing at this stage is to stock up on food and grass to cope with the long-term attrition war in the future. Temu has Pinduoduo’s resource support behind it, while SHEIN only has itself. (LatePost later)

[Musk calls on OpenAI to reveal the inside story of firing Ultraman: What did he do? 】 Musk called on OpenAI on Sunday to disclose the reasons for firing Sam Altman. Musk said in response to a post by former PayPal COO David Sachs: “Given the risks and power of advanced artificial intelligence, the public deserves to be informed why the board felt they had to make such a drastic decision.” Musk later said in a separate post One post said: “It is very important for the public to know why the board of directors is so unhappy with their actions. If this is an issue of artificial intelligence safety, it will affect the entire planet.” Musk also forwarded OpenAI co-founder and chief executive A post by scientist Ilya Sutskov on October 7: “If you value intelligence above all other human qualities, you will be miserable.” (Global Market Report)

[It is reported that X Platform CEO Yaccarino refused to resign to distance himself from Musk] According to people familiar with the matter, X Platform CEO Linda Yaccarino encountered rounds of lobbying from her friends in the advertising industry this weekend. , demanding that she resign from X to save her reputation. Several major brands have previously suspended advertising on the platform due to concerns about X’s owner, Elon Musk, and his anti-Semitic comments. But Yacarino refused to leave, telling those who called her that she believed in X’s mission and employees. (Global Market Report)

[CEO of General Motors’ self-driving subsidiary Cruise resigns] An internal email shows that Kyle Vogt, CEO of General Motors’ self-driving subsidiary Cruise, has resigned from the company. A Cruise spokesperson confirmed Vogt’s resignation. Cruise had announced the suspension of all driverless operations at the end of October due to an accident involving a pedestrian. It also announced a new round of layoffs earlier this month. (Sina Finance)

[Apple’s huge tax evasion case may be retried] The EU’s huge tax evasion case against Apple has once again made waves. A general counsel of the European Court of Justice, the EU’s highest judicial body, issued an opinion on the case on November 9, recommending that the previous judgment that “Apple does not need to pay back taxes” be revoked and the case be sent back to the EU General Court at the next level for retrial. In 2016, the European Competition Commission ruled that Ireland should charge Apple 13 billion euros in unpaid taxes, setting the largest fine in history. In 2020, the General Court of the European Union ruled that the European Commission’s decision was invalid and Apple did not need to pay back the tax to the Irish government. (Beijing Daily)

[Meta accelerates the development of self-developed AI chips, and the second-generation product is expected to be released in 2026] 1 According to news on January 20, Meta originally planned to launch the first-generation self-developed AI chip MTIA in 2025. As competitors have successively shown off self-developed AI chips , Meta is accelerating its investment in the research and development of second-generation products, using Andes RISC-V architecture and wafer production using TSMC’s 5-nanometer family process. The research and development will be completed as soon as next year and may be released in 2026. (Taiwan Economic Daily)

[Indian media: Chinese companies abandon US$330 million investment plan in India] Many Indian media recently reported that Apple’s Chinese supplier Luxshare Precision changed its previous investment plan of US$330 million and gave up investing in and setting up factories in India. “This is India. Loss”. Foreign direct investment (FDI) approval for the project has been delayed. Luxshare executives have been repeatedly denied visas to India, according to sources familiar with developments on the project. (Global Times)

[EU opposes Adobe’s acquisition of Figma] According to news on November 20, the European Commission stated that the European Commission has notified Adobe of its preliminary view that Adobe’s proposed acquisition of Figma may reduce the global supply market for interactive product design software and other creative design software. competition. The European Commission said sending a statement of objections would not prejudge the outcome of the investigation and that Adobe will now have an opportunity to respond to the Commission’s statement of objections. (Sina Finance)

[Domestic AR smart glasses company Rokid raises US$112 million] Rokid, a domestic AR smart glasses company invested by Temasek, raised US$112 million at a valuation of US$1 billion to expand overseas. ( Rui Beast Analysis click here to see more)

[Shifang Sports, the parent company of electric-assisted bicycle brand TENWAYS, received hundreds of millions of yuan in Series B investment] Shifang Sports recently received hundreds of millions of yuan in Series B investment from Luxshare Precision and Hillhouse Capital. Shifang Sports was established in May 2021 and was incubated by the leading bicycle company Trinidad Group. It is an electric-assisted bicycle dealer mainly for European and American consumers. Its main business is the research and development, production, sales and service of E-bike electric-assisted bicycles. Services, the main brand is “TENWAYS”, are sold through crowdfunding, independent websites, third-party platforms and offline channels. ( Rui Beast Analysis )

[Aerospace lithium battery completed nearly 1 billion yuan in Series A financing] Aerospace lithium battery completed nearly 1 billion yuan in series A financing. The investors in this round were mainly state-owned industry funds and market-oriented investment institutions, led by Eucalyptus Capital, Hailan Capital, Yuan Many institutions including the Qi Fund participated. After the completion of this round of financing, Aerospace Lithium Battery will further focus on the research and development, manufacturing and sales of large cylindrical batteries, and deeply explore the technology and industrial upgrading of commercial vehicle electrification and energy storage industries in production scenarios such as heavy trucks and construction machinery vehicles. Aerospace Lithium Battery is a large cylindrical lithium iron phosphate battery technology and production capacity platform. We insist on focusing on the “lithium iron phosphate” technology route and focus on the five core application areas of “commercial vehicle electrification, energy storage, ship electrification, agricultural machinery electrification, and high-end lead-acid substitution”. ( Rui Beast Analysis )

[Huayuan Regenerative Medicine completed tens of millions of yuan in Pre-A++ round of financing] Huayuan Regenerative Medicine completed tens of millions of yuan in Pre-A++ round of financing, led by Deyi Capital, with participation from West Lake Photonics, Kangyu Capital, Topology Capital, and Xiamen High-tech Investment He Kexi Capital also participated in the investment. Huayuan Regenerative Medicine is a developer of implantable bioartificial organs. The company manufactures bioartificial organs that can replace donor organs based on human stem cell technology and tissue engineering technology, and is committed to solving the problem of organ shortage. ( Rui Beast Analysis )

[Tianmu Intelligent has completed tens of millions of yuan in angel round financing] Tianmu Intelligent has completed tens of millions of yuan in angel+ round of financing. This round of financing was exclusively invested by Junan Holdings. This round of financing is mainly used to build an integrated liquid cooling module production line. Tianmu Intelligent is a developer of thermal management intelligent testing equipment. The company focuses on the field of thermal management. Its main business is thermal management units for energy storage power stations and intelligent testing equipment for automobile thermal management. The first MTS system, which greatly improves energy utilization efficiency, is the first to introduce heat pump technology into the energy storage industry, driving technological changes in energy storage thermal management and helping the energy storage industry reduce costs. ( Rui Beast Analysis )

[Tesla Model S Plaid carbon ceramic brake kit is on sale, priced at 109,494 yuan] On November 20, Tesla China’s online store showed that the Model S Plaid carbon ceramic brake kit is on sale, priced at 109,494 yuan. According to Tesla, this kit is only suitable for Model S Plaid vehicles produced in 2022 and later, and is only suitable for 21-inch spider web wheels. Used with wheels and tires suitable for the corresponding speed, this kit can achieve a top speed of 322 km/h. (Interface News)

[New AI has superhuman performance in playing strategy games] According to news on November 20, Google’s “Deepthink” company has developed a new artificial intelligence (AI) tool called “Student of Games” (SoG), which can play chess, Beat human players in Go, poker, and other games that require multiple strategies to win. DeepMind says its latest research is a major step toward general-purpose AI that can perform multiple tasks with superhuman performance. The relevant paper was published in the latest issue of the magazine “Science Advances”. (Sina Finance)

[Microsoft Edge browser launches new feature: transfer photos directly from mobile phone to computer] Users of the Dev and Canary versions of Microsoft Edge browser can now upload photos directly from their mobile phone to the website without transferring them through a computer. This new feature has been launched in the latest version of the Edge browser, allowing users to easily upload photos to Facebook, LinkedIn and other websites. (IT Home)

[SIA: Global semiconductor sales increased by 1.9% month-on-month to $44.89 billion in September] According to news on November 20, data released by the U.S. Semiconductor Industry Association (SIA) showed that global semiconductor sales increased by 1.9% month-on-month in September, reaching $44.89 billion. Dollar. Achieved month-on-month growth for 7 consecutive months. Although it fell 4.5% year-on-year, the decline narrowed month by month. (Financial Associated Press)

[Organization: The sales volume of China’s smart projector online retail channels during the Double Eleven promotion period was 432,000 units, a year-on-year decrease of 12.3%] According to news on November 20, according to online monitoring data from Luotu Technology (RUNTO), during the Double Eleven in 2023 During the National Day Promotion Period (October 23-November 12), the sales volume of China’s smart projectors (excluding laser TVs) through online public retail channels was 432,000 units, a year-on-year decrease of 12.3%; the sales volume was 960 million yuan, A year-on-year decrease of 24.0%. (Economic Observer Network)

Review of yesterday’s morning paper ⇒ Alibaba refutes the rumor that it “lay off 25,000 employees”; Nio’s president responds to doubts about its bankruptcy; Altman hinted that it will return to OpenAI; Didi was questioned for not obtaining map qualifications丨Bang Zaobao