Monday, June 1, 2026

Today, let's talk about two most noteworthy trends: AI commercialization has entered deep water, and the Renaissance movement of the old Internet.

Let's talk about the commercialization of AI first. GitHub Copilot was scolded for changing its billing model, Sige New Energy developed the so-called global AI agent, and SoftBank spent 75 billion euros to build AI facilities in France. These few things are very interesting when viewed together. The Copilot case directly exposes the dilemma of the commercialization of AI products-using free strategy to circle users in the early stage, and suddenly harvesting when users rely on them. This trick has long been rotten in the SaaS field. However, the particularity of AI products is that the consumption of tokens is completely uncontrollable, and developers may burn hundreds of dollars while debugging. This is not a user education issue at all, it is the original sin of product design. In contrast, Sige New Energy's AI agent is even more ridiculous. It is directly bound to the just-needed scenario of energy management, at least it can be calculated. Softbank's crazy investment is at the other extreme. Smashing AI infrastructure now is like smashing optical fiber 20 years ago. The bet is that AI computing power will become infrastructure like hydropower in the next decade. But the problem is that most AI applications today simply cannot support such high infrastructure utilization, and it is likely to turn into another capital bubble.

The resurrection of Tianya Community is particularly magical. In an era when algorithm recommendations and Short Video rule, engaging in retro BBS is like selling BPs in the era of smartphones. But think about it carefully, young people are now beginning to miss the "slow social networking" of the early Internet. This is also the logic that forums such as Reddit have recently skyrocketed valuations. Tianya's real opportunity is not to replicate its past glory, but to become a neutral platform for anti-algorithm and anti-fragmented content. Just like the renaissance of vinyl records in the digital music era, what sells is not sound quality but emotion. But the risks are also obvious-that group of users had long been domesticated by WeChat Weibo. Why should new users give up the instant enjoyment to accompany you in slow social networking? Unless you can find vertical communities such as game players like Discord, there is a high probability that you will become a niche.

Finally, let's make an observation: AI tracks have now been clearly divided into infrastructure and application schools. The infrastructure faction is in the center of crazy construction computing power, and the application faction is looking for various strange scenarios to implement them (even pet robots are not spared). This is very similar to the situation during the Internet bubble in 2000-when telecom companies were struggling to lay optical fibers and startups were making up stories. History will not simply repeat itself, but rhyming is for sure. Now, people entering AI applications should first see if they can withstand the critical hit of the cloud service provider's bills.

The recovery of Tianya Community is not only the rebirth of an established forum, but also a microcosm of the changes in China's Internet ecology. At a time when the social landscape is undergoing tremendous changes and emerging platforms are emerging one after another, the return of Tianya Community is undoubtedly a reminder that even established companies with a long history need to constantly innovate and adapt.

At the same time, the trend of intelligent energy management is quietly emerging. The global AI agent launched by Sige New Energy marks a new era in energy management. This not only means that the production efficiency of the energy industry will be greatly improved, but also indicates that the penetration and application of AI technology in various fields will be deeper.

The incident that Nanjing University passed the doctoral defense without a thesis reflects the profound changes that are taking place in the field of education. The traditional education system uses papers as the criterion, and this move by Nanjing University undoubtedly provides a new possibility for the future talent training model.

These three signals are connected together to tell a story of innovation, change and adaptation.

First of all, whether it is the recovery of Tianya Community, the intelligence of energy management, or the changes in the field of education, it all reflects that in the context of the rapidly changing times, innovation and adaptation are the key to enterprise development and social progress. Only by continuous innovation can we remain invincible in the fierce market competition; only by continuous adaptation can we keep up with the pace of the times and not be eliminated.

Secondly, these incidents also exposed some potential problems and risks. For example, although the return of Tianya Community may bring traffic and user growth in the short term, how to deal with competition from emerging platforms and how to improve content quality and user experience remains a challenge. Although intelligent energy management can improve efficiency, it may also bring energy security issues. Although changes in the field of education have provided a new direction for talent training, how to ensure the quality of education and how to benefit more students are also issues that need to be considered.

Finally, the value of these events is that they provide us with a window to observe the changes of the times, allowing us to see how various forces intertwine and collide with each other in the tide of innovation and change, ultimately pushing society forward. In this process, we need to maintain an open mind, actively explore, and have the courage to try, so that we can find our place and realize our personal values in this era full of change.

In today's technology news, there are several topics that deserve special attention. They are the comeback of Tianya Community, the applications and challenges of AI in multiple fields, and SoftBank's large-scale artificial intelligence investment in France.

The comeback of Tianya Community has undoubtedly attracted widespread attention. As an established forum that has been closed for nearly three years, the restart of Tianya Community seems a bit late in the context of tremendous changes in the social landscape. In this era, the mainstream social media platforms have long been occupied by WeChat, Weibo, Douyin, etc., and user habits have also undergone profound changes. Whether Tianya Community can re-attract users, especially its competitiveness among young user groups, needs to be questioned. Although the official said that it will realize data recovery and access step by step, users are increasingly demanding data privacy and security, and it is unclear how Tianya Community will perform in this regard. In addition, Internet content regulation is becoming increasingly strict, and it is also unknown whether Tianya Community can remain competitive in content review and compliance. Therefore, the comeback of Tianya Community may be more a return of feelings than a real market breakthrough.

The applications and challenges of AI in multiple fields are also worthy of attention. The industry's first global AI agent released by Sige New Energy marks the entry of energy management into the "AI agent era." Behind this move is the widespread penetration of AI technology in all walks of life. However, the popularity of AI technology does not mean that all applications will be successful. Historically, many products known as "AI agents" ultimately failed to develop continuously. For example, early smart home devices gradually withdrew from the market due to problems such as immature technology and poor user experience. Therefore, this move by Sige New Energy requires more time to verify its actual effect and sustainability. In addition, the cost of Microsoft's GitHub Copilot skyrocketed after changing its billing model, causing widespread complaints from developers. This reflects that when enterprises promote AI applications, they often ignore user experience and cost control, ultimately leading to user loss. Companies need to find a balance between technological innovation and commercial profitability, otherwise even with advanced technology, it will be difficult to gain a foothold in the market.

SoftBank's commitment to spend 75 billion euros to build artificial intelligence facilities in France is equally eye-catching. Softbank has always been bold in investing in the field of artificial intelligence, but behind the huge investment, the risks cannot be ignored. Although France's artificial intelligence infrastructure construction is supported by the government, the European market has extremely strict regulations on data privacy and security. How to ensure compliance during SoftBank's construction process and avoid disputes such as those caused by data issues many times before is a huge challenge. In addition, the return cycle and profit model of huge investments are also issues that need to be carefully considered. Previously, SoftBank's investments in many fields failed to achieve the expected results, and this time it is no exception to face the dual test of market and technology.

To sum up, although these incidents have their own characteristics, they all reflect some common problems in the current development of science and technology. Whether it is the comeback of social media platforms, the widespread application of AI technology, or the layout of huge investments, companies need to pay more attention to user experience, cost control and compliance while pursuing technological progress. Only in this way can these technologies truly take root and play their due value.