On January 3, Sina Technology reported that Kunlun Tech founder Zhou Yahui released the first article of his personal investment notes 2025 series, discussing the social structure of the robot era. He pointed out that based on an understanding of the technological revolution cycle, he initially believed that "only after 2030 will general AI AGI gradually begin to be realized."

"What is the hallmark of the AGI era? It is when robots start to truly enter human society, becoming part of all aspects of people's work and life, which will happen in 2030." Zhou Yahui stated that he has never changed his viewpoint on this timing, "The AGI era can also be called the robot era; more accurately, it is the humanoid robot (abbreviated as robot) era. Prior to that, starting in 2027, self-driving RoboTaxis will be widely popularized."

Zhou Yahui believes that in ten years, the selection for the richest person in China in the robot era may emerge from Zhang Yiming, Lei Jun, and Wang Xing.

The first person is ByteDance's Zhang Yiming, who will continue to reign supreme, as the invincible king of ByteDance continues to push towards the robot era. Just as I criticized ByteDance's large model strategy for being only 50 points at the end of 2023, my prediction is that by the end of 2024 it will iterate to 100 points. Of course, there are variables; ByteDance's strategic understanding of the robot era is quite average, and shifting from Software to Hardware is not easy for ByteDance.

The second person would be Xiaomi's Lei Jun. Lei Jun is the most outstanding and diligent CEO in China, there is no one else. I had the privilege of receiving 2-3 hours of guidance from Lei Jun. I've met many bigwigs, and he is the only one with whom I did not want to compete during our conversation; I only wanted to absorb and digest 100% of his insights, as others tended to question something to some extent. In the face of widespread skepticism, taking three years longer to produce Xiaomi Autos is truly a display of strength, and the aesthetic curve formed by mobile phones—autos—robots is incredibly beautiful; it should have been realized by Apple, but unfortunately, Jobs is no longer here, and it has become Tesla's Musk. However, there might be someone in the East, previously known as Lei Bus, now called Lei Sike, who realizes this magical curve beauty (this is mysticism, everyone can just have a look).

The third person is Meituan's Wang Xing (Big Brother Xing). Big Brother Xing will definitely scold me for writing nonsense, but this is how I truly think, and I express it authentically. There are two reasons: First, selling robot products is not about traffic; conversion rates are more important. Meituan is the closest to home in the last mile of sales, which will significantly increase the conversion rate of selling robots. Second, Wang Xing is also the second largest shareholder of Ideal, and Ideal's strategy will be closely aligned with Xiaomi's. Ideal has also stated the intention to focus on spatial intelligence and humanoid robots; if Ideal succeeds, Wang Xing could be not far from becoming China's richest person. Of course, we currently don't see much in terms of Meituan's R&D investment in this area, but I have a strategic suggestion that could increase Meituan's success rate in the robot era by more than 10%. I'll hold onto that for when Big Brother Xing scolds me; it can be used as a justification later. The only obstacle for these three companies is Huawei. The corporate organizational model pioneered by Huawei for shared prosperity is simply too powerful; however, Ren Zhengfei will never become the richest person, as their system determines this.

He pointed out that other excellent companies in China include Tencent, Alibaba, PDD Holdings, and BYD, but each has its own strategic positioning and thus disqualifies itself to some extent. Of course, corporate strategies are also dynamically adjusted and changed. I will spend more time continuing to learn and study. (Wen Meng)