我的网站

您当前的位置:主页 > 我的网站国内 >

作者:纯建 来源:原创 发布日期:08-21

父母爱情

大厂龙虾,卷到头了!大虾吃小虾开始~_我的网站

极速前进

A |     

RALEIGH, N.C. – The 2024 election promises to feature several major battlegrounds, but for sheer breadth of competitive contests, North Carolina next year will be hard to beat.
It starts with the presidential race. Recent presidential contests in North Carolina have been close: In 2020, Donald Trump won North Carolina by about 74,000 votes out of more than 5.5 million cast. Experts expect a competitive race again in 2024.
In addition, a newly empowered GOP majority on the North Carolina Supreme Court is poised to redraw the congressional map to benefit Republicans, producing the possibility of competitive races.
Meanwhile, the parties will fiercely contest both chambers of the legislature, which the GOP currently controls by narrow supermajorities, thanks to a Democrat-to-Republican party-switcher in the state House earlier this year. That party switch, by state Rep. Tricia Cotham, now enables Republicans to enact a strongly conservative agenda over the vetoes of Democratic Gov. Roy Cooper if they wish.
Cooper, for his part, is term-limited, teeing up a knock-down, drag-out contest to succeed him, likely between Democratic Attorney General Josh Stein and Republican Lt. Gov. Mark Robinson.
And that isn’t it for falling dominoes: The decisions by Stein and Robinson to seek the governorship leave their old offices of attorney general and lieutenant governor up for grabs in 2024, joining the GOP-held offices of state treasurer and labor commissioner as open-seat contests. The Democratic-held offices of secretary of state and auditor and the Republican-held offices of schools superintendent, insurance commissioner and agriculture commissioner will also be contested in 2024, with varying degrees of competitiveness.
In other words, in 2024, North Carolina will be one of the centers of the political universe – important in part because it’s a uniquely competitive state.
“There’s no telling who will win in 2024, but I’d bet half-court tickets to the UNC-Duke game that it will be close and North Carolina will retain its title as the definition of ‘purple,’” says Chris Cooper, a Western Carolina University political scientist (and no relation to the governor).
In recent years, North Carolina has mostly hosted close statewide races. During the 2020 and 2022 elections, North Carolina held 16 federal and state races for statewide office – and no candidate in any of them won more than 54% of the vote.
In addition, unlike most states in this highly polarized age, North Carolina has elected a thorough mix of Democrats and Republicans to statewide executive offices, which suggests that voters in the state – or at least a crucial subset of them – are willing to split their tickets.
The Republicans have done best in Senate and presidential contests. In those races, the GOP has kept a consistent – if modest – edge. It’s been a decade and a half since a Democrat has won one of those races. The last to win were Kay Hagan for Senate and Barack Obama for president, both of them way back in 2008.
“North Carolina has proved to be a purple state, but not necessarily a swing state,” says Cooper, the political scientist. “The statewide outcomes have been among the closest in the country, but Republicans have found themselves just on the winning side of the razor’s edge for presidential and Senate elections.”
The most intriguing contrast one can draw for North Carolina is with one of its neighbors to the south. Could North Carolina follow Georgia’s path in voting blue for Senate and presidential elections?
For the better part of two decades, Georgia, like North Carolina, had voted consistently Republican in key federal races – until 2020. That year, Democrats Jon Ossoff and Raphael Warnock won uphill, and narrow, victories for Senate seats, while Biden was winning the state in the presidential race. In 2022, Warnock won another close election to a full six-year term.
In an era when urban areas have grown bluer by the year, Georgia has seen its major metro area – Atlanta – steadily move toward the Democrats. In 2000, metro Atlanta backed Republican George W. Bush by 4 points. By 2020, the Atlanta metro area backed Biden by 28 points, a whopping 32-point shift.
North Carolina’s biggest metro areas saw a similar pattern.
North Carolina’s Raleigh-Durham metro area backed Gore in 2000 by less than a point. Two decades later, Biden won it by 26 points. The state’s most populous county, Wake County (which includes Raleigh and Cary), favored Bush in 2000 by about a point, but backed Biden by 27.
Similar patterns held in the North Carolina portion of the Charlotte metro area. In 2000, Bush won the Charlotte metro area by 18 points. But by 2020, Biden won the region by 4 points – a 22-point shift. The state’s second largest county, Mecklenburg County (which includes Charlotte), voted for Bush by almost 3 points in 2000 but Biden by a massive 36 points.
Such shifts helped the Democrats narrow the statewide gap substantially in North Carolina. In 2000, Bush defeated Gore statewide by 13 points, whereas Trump defeated Biden by about 1 point.
But these shifts weren’t enough to tip the state to the Democrats in the presidential race. A big reason why: Raleigh-Durham and Charlotte don’t have as large a footprint in North Carolina as metro Atlanta does in Georgia.
In 2020, Atlanta’s metro counties accounted for just shy of a majority of votes cast in Georgia – 49%, up from 46% in 2000. So even as outlying Georgia was growing redder – backing Bush by 19 and Trump by 26 – Democrats were able to turn a 12-point statewide loss by Al Gore in 2000 into a narrow victory for Biden in 2020.
By contrast, the Raleigh-Durham and Charlotte metro areas account for a minority of the state’s voters, growing from 36% of the votes cast in 2000 to 42% in 2020.
In other words, in North Carolina, the Democratic gains in the two big metro areas were nearly canceled out by the large and growing GOP margins elsewhere.
“North Carolina has the second most rural voters in the country after Texas, so running up the score in Raleigh-Durham and Charlotte won't get you victory the way Atlanta does in Georgia,” says Cooper, the political scientist. “There’s been a massive Republican gain in rural areas”
Over the next quarter-century, Wake and Mecklenburg counties are projected to grow dramatically faster in population than most other North Carolina counties, according to calculations by the state’s Board of Science, Technology & Innovation. Over the long term, this could make the state bluer.
But for now, North Carolina’s political balance of power belongs in the hands of “countrypolitan" counties, a term coined by Mac McCorkle, a longtime North Carolina consultant who now teaches at Duke University's Sanford School of Public Policy, and Rachel Salzberg.
These 28 counties sit within the economic and commuting orbit of North Carolina’s metro areas, but they’re located on the outlying edge, and they lack the racial diversity, college attainment levels and higher incomes that increasingly align with voting Democratic.
By McCorkle’s and Salzberg’s calculations, “countrypolitan” counties backed Trump in 2020 by a gaping 63%-36% margin, and collectively they provided Trump with about 50% more raw votes than North Carolina’s 50 most rural counties did.
That’s a major reason why Republicans have remained modestly ahead in North Carolina, at least in high-profile federal races, experts say.
To do well in North Carolina, says Western Carolina’s Cooper, “Democrats don’t have to win the rural vote, but they have to avoid getting pummeled.”
This is the goal of Anderson Clayton, the newly installed head of the state Democratic Party. At 25, Clayton, an Appalachian State University graduate, is the youngest state Democratic chairman in the nation.
“One of the things that I think that I learned from being on national campaigns is that a lot of times the national party is not looking at rural places like they should be,” Anderson told an audience in Union County, according to The Washington Post. “They’re looking at it as a place of a problem. And for me, I got really frustrated with that. It was part of the thing that called me home.”
This advice doesn’t just hold for presidential and Senate races, political observers say. It will also help determine whether Democrats can stay competitive in North Carolina’s state-level offices or whether Republicans start running away with them.
Since the dawn of the 20th century, North Carolina has elected only three Republican governors – one for a term in the 1970s, one for two terms in the 1980s and 1990s, and one for a term in the 2010s.
Historically, the successful Democratic model for winning North Carolina gubernatorial races has been to nominate a candidate who can win in metro areas but who hails from less populated regions of the state and connects with voters there. A good example is the current governor, who helped his family farm tobacco while growing up.
But the pool of potential Democratic candidates from more rural areas “has dried up,” says Rob Schofield, the editor of the online publication NC Newsline. Lining up Democratic candidates to run everywhere, as Clayton seeks to do, will be challenging.
“That counts on people running even if they know they will lose and be sacrificed, which is a hard sell,” says Ferrel Guillory, an emeritus professor of political science at the University of North Carolina.
In any case, the likely 2024 Democratic gubernatorial nominee, Stein, is set to break his party’s historic mold. Stein, a former legislator who has won two terms as attorney general, grew up in Chapel Hill, home of the University of North Carolina, and earned his undergraduate degree from Dartmouth and a law degree and a master’s of public affairs from Harvard.
Meanwhile, Stein’s potential Republican opponent also represents departure from past Republican gubernatorial candidates, who have tended to be economic conservatives from metro areas: Robinson is an outspoken social conservative who has flirted with conspiracy theories, ranging from the moon landing to crisis actors in school shootings.
Robinson doesn’t have a clear path to the nomination. In the primary, he faces state Treasurer Dale Folwell, former Congressman Mark Walker, former legislator Andy Wells and retired health executive Jesse Thomas. But he’s considered the front-runner, due to a strong core of support in a state where, by law, 30% plus one is enough to win a primary.
If the race comes down to Stein and Robinson, as conventional wisdom suggests, “it will be an epic and titanic battle that will be bitterly divided and deeply polarizing,” says Michael Bitzer, a professor of politics and history at Catawba College. “Probably the most expensive gubernatorial race in the nation for next year, and it may break state records.”
One unknown for now is how the Republican supermajority flexes its expanded policy muscle.
After years of opposition, the GOP legislature in March passed legislation to expand Medicaid under the Affordable Care Act, and Cooper quickly signed it. But after Cotham’s party switch produced a supermajority, Republicans sidestepped Cooper’s veto and passed a 12-week abortion ban, which is being challenged in court.
Passage of the abortion ban could energize Democrats, as it has in other purple and even red states. This could be exacerbated if the GOP passes other laws popular with the party’s socially conservative base but unpopular among moderates. Robinson’s candidacy, too, risks scaring off Republican moderates.
“When the Republicans moved to find some way to accept Medicaid expansion, to me that reflected that, wow, these guys may be understanding their rough edges,” McCorkle says in an interview. “Then the abortion law happens and then Robinson happens. That could explode things.”
John Hood, president of the John William Pope Foundation, a grant-making foundation, says he believes Republicans in the legislature are “realistic.”
“They recognize that either Stein will be governor or Robinson will be governor, and they don’t trust either,” Hood says.
Ultimately, the noise from the presidential race, especially if Trump is the GOP nominee, could drown out everything else down-ballot.
“The national networks and media may be so consumed by the presidential election that state issues may not affect the public’s mind,” Guillory says.
。    刚刚,阿里和腾讯几乎同时干了一件类似的事:合并自家龙虾团队。         阿里整合QoderWork、悟空、MuleRun三款智能体产品,将推出千问办公。

B |          腾讯则将QClaw产品中心相关业务和部分团队调整到云产品六部,也就是WorkBuddy所在部门,换言之,鹅厂手里两只“龙虾”也要整合了。

C |          两家巨头,同样的动作,巧合吗?当然不是。         今天是7月21号,短短半年,大厂龙虾已经跑完了一个小周期↓          2025年底,OpenClaw横空出世,点燃了整个行业的热情。         2026年Q1,大厂纷纷入局,产品井喷,百龙虾大战开打。         2026年Q2,头部产品跑出数据,腰部、尾部产品开始掉队。         2026年Q3,整合开启:阿里三合一,腾讯二合一,大厂内部洗牌结束,行业进入淘汰赛。         阿里:三只龙虾合成一只          阿里的龙虾布局,一度是“三头并进”的局面。(其实阿里系还有第四只虾:无影旗下的JVS)。         QoderWork,2026年1月上线,主打桌面AI智能体工具,用户通过自然语言指令即可让AI操作本地应用和文件,完成文档生成、数据分析、文件整理等任务。         在三款产品中,QoderWork的用户规模和口碑最优。         悟空,2026年3月17日由ATH事业群发布,依托钉钉生态,强调企业协同办公,深度集成企业权限与安全沙箱。

D |          MuleRun,早在2025年8月就悄悄上线,是阿里云内部孵化的Agent执行引擎,主攻海外市场,已覆盖43个国家,支持多Agent协同。         当时拿到第一批骡子测试码的我,还搞不懂这到底是个啥,现在回头看,当时那个所谓的“封装经验、知识即资产”,不就是后来大火的Skill吗。         阿里三款产品分属不同团队,场景侧重各不相同,但在企业生产力这个大赛道上,功能重叠越来越严重。         资源分散、各自为战,难以形成合力。         转折发生在今年6月。         钉钉创始人陈航卸任,陈宇森接棒,成为阿里最年轻的事业部CEO。         新官上任第一把火,就是推动三款产品的整合。         7月初启动,现在三合一的千问办公就要出炉了。         以QoderWork为基座,融合悟空的企业协同能力和MuleRun的全球化执行引擎,打造一款面向企业生产力场景的拳头产品。

E |          讲真,这个整合的思路听着还蛮有道理,把各自优势都结合了          然而,产品整合易,团队整合难。

F |          跨团队协同、资源重配、与钉钉既有企业客户生态的深度耦合,每一道都是硬骨头。         钉钉2025年营收超过40亿元,在制造、政务、教育和传统行业中小企业市场拥有庞大客户群。

G |          千问办公的商业化还在起步阶段,如何与这棵大树协同生长,是陈宇森必须回答的问题。

H |          腾讯:两只龙虾的终局          腾讯这边的故事更有戏剧性。         QClaw是腾讯基于OpenClaw开发的本地AI助手,由一位1999年出生的产品经理张舒昱主导。         这个妹子2025年9月加入腾讯电脑管家,带领5人小团队、零营销预算,在2026年3月内测后一周用户量突破数百万,迅速爆火,引起腾讯高层关注,项目随即升格为公司核心战略。         但故事的后半段急转直下。

I |          QClaw出海版在4月用户访问量环比暴跌99.19%。         6月29日,张舒昱正式离职,在腾讯仅待了10个月。         另一边,WorkBuddy的表现堪称炸裂。         这款由腾讯云CodeBuddy团队开发的桌面Agent工具,2026年1月在腾讯内部开放体验,2月公测,6月正式发布企业版。         到7月,官方宣布PC端AI办公智能体DAU第一,全平台MAU 2000万,DAU1300万以上。         据说,腾讯内部已经将WorkBuddy定位为“QQ、微信之后的第三个现象级产品”。         当一只龙虾已经跑出了现象级数据,另一只龙虾的命运其实早已注定。

J |          QClaw并入WorkBuddy,是资源向胜者集中的必然选择。

K | (其实鹅厂也还有一只虾:Marvis)          为什么大厂不赛虾了          阿里和腾讯几乎同时做出类似动作,我觉得背后原因大概有这么几点↓          ①功能趋同,差异化空间收窄,自家龙虾互掐。         无论是QoderWork、悟空还是QClaw,核心能力都指向同一个方向:自然语言驱动、本地任务执行、跨应用操作、文件处理、数据分析。

L |          当底层大模型能力趋同、开源框架(如OpenClaw/Hermes/OpenCode)将基础能力拉平之后,产品之间的差异越来越小。         继续维持多条产品线并行,意味着资源分散、品牌模糊,最终可能一条线都跑不出来          与其让多只虾在同一片池塘里互相抢食,不如拢成一只大虾,集中火力对外。         ②技术收敛,端云协同、Harness架构成为行业共识。         龙虾类产品的技术栈正在快速趋同。         早期各家还在本地部署和云端部署上做不同选择,到2026年中,端云协同架构几乎成了行业共识。         当技术底座趋于统一,分散的产品团队就失去了独立存在的理由。         整合的核心价值并不只是减少产品数量,更是建设统一的智能体Runtime,也就是更稳定更智能更安全的Harness层。

M |          ③算力成本高,商业化压力倒逼组织提效。

N |          AI智能体的烧钱速度远超预期,尤其是对tokens的小号远超对话式AI。         算力成本、模型调用、用户补贴,每一项都是真金白银。         大厂必须证明这些产品能赚钱,合并团队、砍掉冗余、共享推理基础试试,集中资源做商业化,是最直接的路径,对烧钱速度的改善也是立竿见影。         ④从养虾到用虾,行业进入深水区。         这届WAIC,大家的共识是:OpenClaw龙虾的热度高峰已过,但智能体作为一条产业主线依然生机勃勃。         这个阶段,需要的是深度整合的行业解决方案,而非浅尝辄止的多点试探。

o |          还有一点,龙虾产品的竞争已经从单点工具升级为平台入口之争,分散的产品线无法形成统一的入口体验,合并是为了在生态卡位战中集中兵力。         从3月全民养虾到7月大厂合虾,短短四个月,龙虾赛道已经走完了从野蛮生长到理性整合的第一程。         对大厂来说,龙虾确实卷到头了:从拼数量转向拼质量,从抢首发转向拼留存,从做工具转向做平台。         而对广大用户来说,虾少了,但每只虾可能都更肥了。         因为,我们原本就不需要那么多虾。

Current article:http://mh3fkt.yaoyaotoutuanmieshaideizun.buzz/ichqqwa/20260826/97788.html

Published on:00:00:00


Copyright @ 2016-2018 我的网站 版权所有