At the time of completing a new round of refinancing and lifting the ban on restricted shares in the first round, the “Big Model Duo” made a big statement at the same time. The reporter learned that on July 11, Tang Jie, founder of Zhipu, issued an internal letter entitled “The Big Wave Has Arrived” to systematically explain the company's strategic direction after listing. In his letter, he announced that Smart Spectrum will launch a strategic plan called “Touch High” to strategically invest in the next two years, pointing directly to the next next level of AGI rather than pursuing short-term application monetization. The day before, MiniMax founder Yan Junjie also published an internal letter showing an “All in” attitude towards the company and the AGI business through personal actions. He himself has now achieved AGI and is no longer receiving any salary. In the industry's view, the big model is recognized as a heavy asset and long-term track, which determines that it requires not only continuous investment in resources and capital, but also long-term confidence. In the context of the AI industry's overall acceleration in application monetization, the two companies are reprioritizing “impact AGI”. This signal also shows that the competition for basic models is far from over, and the model capability gap is still the key to opening up competitiveness.

At the time of completing a new round of refinancing and lifting the ban on restricted shares in the first round, the “Big Model Duo” made a big statement at the same time. The reporter learned that on July 11, Tang Jie, founder of Zhipu, issued an internal letter entitled “The Big Wave Has Arrived” to systematically explain the company's strategic direction after listing. In his letter, he announced that Smart Spectrum will launch a strategic plan called “Touch High” to strategically invest in the next two years, pointing directly to the next next level of AGI rather than pursuing short-term application monetization. The day before, MiniMax founder Yan Junjie also published an internal letter showing an “All in” attitude towards the company and the AGI business through personal actions. He himself has now achieved AGI and is no longer receiving any salary. In the industry's view, the big model is recognized as a heavy asset and long-term track, which determines that it requires not only continuous investment in resources and capital, but also long-term confidence. In the context of the AI industry's overall acceleration in application monetization, the two companies are reprioritizing “impact AGI”. This signal also shows that the competition for basic models is far from over, and the model capability gap is still the key to opening up competitiveness.