[antennae Weekly] Tencent's market capitalization exceeds two Ali! Under Douyin, if you don't become a member, you will withdraw! TikTok test 60 minutes long video! Global 2024 will generate 159.2ZB data!

It's another week off.

Let's take a look at what has happened in the Internet circle recently.



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Internet hotspots


1、 The gap widens! Tencent's market capitalization has exceeded two Ali.


Recently, Tencent Holdings and Alibaba respectively announced their performance in the first quarter of 2024 and the fourth quarter of fiscal year 2024 (that is, the first quarter of 2024 in the natural quarter). As of the close of trading on May 16, Tencent Holdings shares rose 3.98%, with a market capitalization of HK $3.7395 trillion, while Alibaba shares fell 3.57%, with a market capitalization of HK $1.6238 trillion. Tencent has a market capitalization of more than two Ali.

Although both companies maintained single-digit revenue growth, there was a big difference in net profit growth.

2、Starting from next month, Douyin e-commerce merchants must all become "members" or they will be withdrawn.


Douyin e-commerce has issued a withdrawal mechanism for merchants in the membership system, which will be officially launched from June 27-the membership system will be opened for more than half a year, but within nearly 90 days, merchants that are not equipped with any member rights (excluding lottery and lottery purchases) will be withdrawn by the platform (the use of member operation functions is not supported). For businesses with a new membership system, they will not be refunded within half a year, and the platform will give them a "novice protection period". For businesses that have opened a membership system, at least one member's rights and interests must be online within 90 days (excluding lottery and lottery purchase). And the related rights and interests are in stock.

Among them, the rights and interests of members identified in the new rules include: card opening ceremony, member exclusive coupons, member full gift, membership price, member dispatch, full member return, points exchange, points exchange red packet, points plus money purchase, member simply return, and so on. On June 27, the platform will withdraw the businesses that do not meet the historical standards, and continue to withdraw the substandard merchants at the end of each month from July.


3、Declare war on YouTube? TikTok test 60-minute long video


TikTok, a short video platform, is quietly testing a new feature that allows users to upload videos up to 60 minutes long. The feature is currently available only to a small number of users in some areas, and TikTok says it has no plans to roll it out. The testing of this function marks the official entry of TikTok into the field of commander video. The platform was initially popular around the world with 15-second short videos, but has been relaxing time limits in recent years. While consolidating the advantages of short videos, TikTok is also interested in testing long videos in an attempt to compete head-on with YouTube, another major video platform.


4、Global 159.2ZB data is expected to be generated in 2024.


Research agency IDC recently released the latest report, predicting that the world will generate 159.2ZB (Zettabyte, 10.0001 trillion bytes) data in 2024, which will more than double to 384.6ZB in 2028, with a compound growth rate of 24.4%. The agency believes that the influence of artificial intelligence has long been evident in a variety of fields and technologies, including intelligent monitoring, intelligent assistants and AI-supported business tools and industrial automation, which have contributed to the steady growth of the amount of data generated and stored.




Trends of large companies


Byte beat


1、Byte jumps to release the big bean bag model, the price is 99% cheaper than the industry, and the price of the big model has entered the "Li era".


On the morning of May 15, at the 2024 Spring Volcano engine Force Motivity Conference, byte beat announced that the Doubao model would be paid for commercialization. Tan Dai, president of the volcano engine, said: "the price of the Doubao main model in the enterprise market is only 0.0008 yuan per thousand tokens. 0.8% can handle more than 1500 Chinese characters, which is 99.3% cheaper than the industry." Mr Tan says that the big model, from point pricing to per cent pricing, will help companies accelerate business innovation at a lower cost. It is reported that bean bag is a large model application with emphasis on byte jump. In Apple's APP Store and major Android app markets, Doubao APP ranks first among AIGC apps. According to Zhu Jun, more than 8 million agents have been created on Doubao, with 26 million monthly active users.


2、Byte jump real estate business merged into Douyin life service


Learned from people familiar with the matter, byte beat its real estate business "Happy Lane" and decoration business "live small gang" into Douyin life services. Zhu Shiyu, the former head of Happy Little Gang, transferred to Douyin, where he was in charge of consumer durables business.


3 、Byte beat ranks first in the list of Chinese brand values.


The Shanghai Institute of Corporate Culture and Brand released the TBB China Brand value list (TOP100). Byte Jump entered the list for the first time with a brand value of nearly trillion yuan and ranked first among the top 100, while Tencent and ICBC ranked second and third, while Alibaba, Huawei and China Mobile all entered the top 10, ranking fourth, seventh and eighth respectively.


4、Douyin tries the waters AI e-commerce tests "AI shopping assistant"


Douyin is testing its first AI e-commerce service for C-end, the AI Shopping Assistant. It is reported that the business has been under development since the second half of last year and is under the responsibility of the Shanghai team. It is expected to create AI star products that serve hundreds of millions of users and enhance user purchasing experience and business efficiency through AI technology. A small-scale test was conducted at the end of last year, and its algorithm recommendation mechanism is based on the lark large model algorithm. The "AI Shopping Assistant" service, embedded in Douyin, is an AI-guided product that is still in grayscale testing.


5 、TikTok Europe five sites start to attract local investment.


TikTok Germany, Italy, France, Spain and Ireland have launched targeted investment programs. The program is especially aimed at businesses with local sources, local warehouses, VAT qualifications, local flow of up to 1 million and local business licenses. In addition, merchants are required to have rich operational experience in other TikTok regions. Merchants can cover sales in these five European countries as soon as they meet the conditions. (AMZ123)



Google


1、Doubling: Google increases Gemini 1.5 Pro context window to 2 million tokens


Today, at the 2024 Gemini O developer Conference, Google announced an upgrade to the Gemini 1.5 Pro model, increasing the context window (the amount of information understood by the AI model) from the current 1 million tokens to 2 million. Google said that after the upgrade, Gemini 1.5 Pro can handle 2 hours of video, 22 hours of audio, more than 60, 000 lines of code or more than 1.4 million words at the same time. Google CEO Pichai took the stage and announced that "we have completely entered the Gemini era." The era of Gemini will create more opportunities for creators, developers and start-ups to achieve multi-modal input and output in any format. Pichai says more than 1.5 million developers currently use the Gemini model. 1.5 million developers use Gemini models in Google tools, debug code, gain new insights, and build "next-generation artificial intelligence applications". Gemini is now integrated into Google's products, benefiting 2 billion people.



OpenAI


1 、OpenAI releases new model GPT4o


OpenAI announced the launch of its latest flagship generative AI model, GPT-4o, which will be integrated into OpenAI products in phases over the next few weeks. The most surprising thing is that GPT-4o will be available to all users free of charge. Murray Murati, OpenAI's chief technology officer, said GPT-4o would provide the same level of intelligence as GPT-4, but had made further improvements in text, image and voice processing. At the press conference, OpenAI showed a demonstration of using GPT-4o for voice conversation. After the presenter's questions are over, GPT-4o can respond almost immediately and read aloud through the text-to-voice function, making the conversation feel more natural and lifelike. Another demonstration shows that GPT-4o adjusts his tone as required, and GPT-4o can change his voice according to instructions, from exaggerated dramas to cold machines, showing excellent plasticity.



Meta


1 、EU launches formal investigation into Meta


EU Internal Market Commissioner Thierry Bretton announced that the EU has launched a formal investigation into Meta's Facebook and Instagram in accordance with the Digital Services Act. Bretton said the EU would conduct an in-depth investigation into the potential addiction and "rabbit hole" effect of the platform, in which users are attracted to continuous content when browsing online content, which may cause them to escape from real life); the effectiveness of age verification tools; and the level of privacy and security provided to minors during the operation of the recommendation system.



Little Red Book


1 、Small red book internal test jump WeCom function


It is understood that Xiao Hongshu is internally testing the function of "jumping WeCom", which is currently only open to some businesses. According to the feature introduction document, accounts that activate this feature can attach a "add consultant" button at the bottom of the notes, which will display a prompt of "go to Wechat to add", and then click to jump to WeCom's add page. And the original user to add the enterprise's customer service or staff, need a private message Little Red Book account, manually go to Wechat to add contact information. This seemingly inconspicuous function is a big leap for Little Red Book. (interface)





Don't miss other hot spots too ~


oneThe report says ChatGPT researchers earn an average of 64000 yuan a month.


According to a report released by a recruitment platform on May 14, in the first quarter of 2024, ChatGPT researchers led the list of high-paid jobs with an average monthly salary of 64000 yuan, while recommended algorithmic talents led the list of 35 + well-paid talents with an average monthly salary of 62923 yuan. In terms of industry, the average monthly salary of the new energy vehicle industry has increased, from 40366 yuan in the first quarter of 2023 to 41510 yuan in the first quarter of 2024, rising from eighth to fourth. (Zhongxin Finance)


2、 The largest open source AI community offers $10 million to share GPU


Hugging Face, the world's largest open source AI community, has announced that it will provide $10 million of free shared GPU to help developers create new AI technologies, help small developers, researchers and startups compete with big AI companies, and prevent AI progress from falling into "centralization". Hugging Face CEO Clem Delangue said in an interview that he is lucky to be able to invest in the community so that everyone can use the most advanced AI technology, not just "exclusive" to the tech giants.


3、 MIT and other amazing discoveries: AI around the world has learned to deceive humans and feint to defeat 99.8% players.


AI systems are becoming more and more good at deceiving and manipulating humans. Recently, through various case studies, researchers from MIT, ACU and other institutions have found that AI has achieved its goal by deceiving human beings by pretending and distorting preferences in all kinds of games. (Xin Zhiyuan)


4、Chengdu is expected to be the first city to experience large-scale industrial drone logistics.


The person in charge of Tengdun Kechuang-related business said that it is expected to launch special-purpose logistics drones this year, and the next step will be to work with express delivery companies to speed up the layout of an efficient and intelligent "aviation logistics" three-dimensional network, "reconstruct the new ecology of the express delivery industry, and improve efficiency and quality in logistics distribution efficiency and reducing distribution costs." Chengdu, on the other hand, is expected to be the first city to experience large-scale industrial drones fully loaded with express delivery "falling from the sky". "it depends on the airspace management policy and the market layout of logistics companies." (first Finance)


5 、 Beijing's first high-speed railway station autopilot test officially opened


36 Krypton learned that according to Beijing Yizhuang official Weibo, recently, the Beijing High-level self-driving Office issued a notice on the test road and test area of self-driving vehicles in the first zone, to clarify the scope of self-driving test between Beijing Economic and technological Development Zone and Beijing South Railway Station. With the 3.0 phase expansion of Beijing's high-level self-driving demonstration zone, another new scene has been unlocked, and the autopilot test at Beijing's first high-speed railway station has been officially opened.



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