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business#ai glasses📝 BlogAnalyzed: Jan 23, 2026 02:00

Vivo Eyes the Future: Exploring Next-Gen AI Opportunities Beyond Smart Glasses

Published:Jan 23, 2026 01:45
1 min read
36氪

Analysis

Vivo's strategic pause on its AI glasses project highlights the current challenges in a rapidly evolving market, yet underscores a commitment to innovation. This forward-thinking approach allows Vivo to explore alternative avenues, such as MR and robotics, potentially unlocking groundbreaking advancements in the near future. The focus on data collection and scene understanding for robots suggests a fascinating long-term vision for the company!
Reference

“For mobile phone manufacturers, the advantage in deploying the next generation of hardware entry points lies in their richer hardware knowledge, complete channels, and supply chain resources compared to other background manufacturers.”

Permalink36氪
Research Paper#Economics, Econometrics, Industrial Organization, Demand Estimation🔬 ResearchAnalyzed: Jan 3, 2026 19:06

Nonparametric Demand Identification Without Exogenous Characteristics

Published:Dec 29, 2025 05:19
1 min read
ArXiv

Analysis

This paper challenges the conventional wisdom that exogenous product characteristics are necessary for identifying differentiated product demand. It proposes a method using 'recentered instruments' that combines price shocks and endogenous characteristics, offering a potentially more flexible approach. The core contribution lies in demonstrating identification under weaker assumptions and introducing the 'faithfulness' condition, which is argued to be a technical, rather than economic, restriction. This could have significant implications for empirical work in industrial organization, allowing researchers to identify demand functions in situations where exogenous characteristic data is unavailable or unreliable.
Reference

“Price counterfactuals are nonparametrically identified by recentered instruments -- which combine exogenous shocks to prices with endogenous product characteristics -- under a weaker index restriction and a new condition we term faithfulness.”

PermalinkArXiv
Technology#Satellite Communication📝 BlogAnalyzed: Dec 29, 2025 01:43

Puyu Technology Receives Tens of Millions in Investment to Accelerate Low-Earth Orbit Satellite Communication Chip and Terminal Deployment

Published:Dec 29, 2025 01:00
1 min read
36氪

Analysis

The article reports on Puyu Technology's recent A+ round of funding, highlighting its focus on low-earth orbit (LEO) satellite communication. The company plans to use the investment to develop next-generation chips, millimeter-wave phased array technology, and scale up its terminal products. The article emphasizes the growing importance of commercial space in China, with government support and the potential for a massive terminal market. Puyu Technology's strategy includes independent research and development, continuous iteration, and proactive collaboration to provide high-quality satellite terminal products. The company's CEO anticipates significant market growth and emphasizes the need for early capacity planning and differentiated market strategies.
Reference

“The entire industry is now on the eve of an explosion. Currently, it is the construction period of the low-orbit satellite constellation, and it will soon enter commercial operation, at which time the application scenarios will be greatly enriched, and the demand will increase exponentially.”

Permalink36氪