Tuesday, June 23, 2026

Looking at today's signals, a strong feeling is that the AI industry is moving from "showering technology" to "taking responsibility" and from "universal" to "vertical". This is not a new slogan, but today's several signals have put this trend into reality.

The most worthy thing to talk about is Huawei's smart driving "taking care of the bottom". The price of smart driving packages has increased by 4,000 yuan, but "protection and service rights" have been simultaneously launched. To put it bluntly, Huawei will compensate for an accident. This move is too cruel, and someone should have done it long ago. Smart driving has been called for for so many years, and the question that consumers are most concerned about has never been how powerful your algorithms are and how strong your perceptions are, but: Who is it? Huawei responded directly with a commercial contract this time and will not beat around the bush with you. Behind this is engineering confidence and industry standardization. It is good for consumers, but pressure on friends. Who dares to say that they are smart but dare not take the lead? The market will vote with their feet.

Then look at the "Fable 5 Replacement Team" created by OpenRouter. The strongest model was banned, and many people felt that the sky was falling. As a result, they used multi-model collaboration to sew up an alternative. This tells us an engineering truth: single point blocking will become increasingly ineffective in the face of open source and combined AI. Large model tracks are changing from "worshipping gods" to "fighting Lego". Whoever can coordinate the strengths of different models will be productive. This is also why the popularity of GGUF format model merge packages on HuggingFace has soared, and developers have long started doing it themselves.

There is also another signal that most people ignore: Galaxy General's "Universal Cerebellum" model of the humanoid robot. 2 billion frames of human behavior data, measured in real machines. This thing is more hard-core than any conversation AI, because the physical world operation problems it needs to solve have extremely low fault tolerance. The robot field has always lacked a "GPT moment". What is missing is not the brain, but the cerebellum, which is the ability to prevent machines from being stupid in real environments. If this direction can be truly engineered, it will be closer to the essence of "replacing manpower" than any large model.

Looking at U.S. stocks and Hong Kong stocks again, SpaceX plunged and Tencent Ali fell nearly 30% during the year. The market is squeezing a bubble and hot money is ebbing. But on the other hand, Samsung's UFS 5.0 storage bandwidth has doubled, Byte Bean Bag 2.1 Pro has targeted enterprise-level production qualitative changes, and the underlying infrastructure and upper-level applications are moving forward. This is a typical cooling-off period: the story is finished and the homework begins. Those who can survive are those who can carry out tasks, take care of the situation, and truly work out in specific scenes.

Today we have seen several key turning points in the AI industry from adolescence to adulthood. Apple's iOS 27 has given up its obsession with conversational AI and shifted to system-level senseless intelligence, which means that AI is no longer a tool that requires users to deliberately invoke, but water, electricity and coal hidden into the bottom. This has the same underlying logic as Huawei's start to take advantage of smart driving: when technology truly enters the core aspects of production and life, reliability and responsibility are much more important than mere parametric showmanship. Huawei dares to provide protection against smart driving accidents, marking that the last piece of the puzzle of the closed loop of the autonomous driving business model has been completed. This is not only the responsibility of car companies and suppliers, but also a precursor to the large-scale popularization of smart driving. Only when you dare to take responsibility shows that the technology is truly mature.

At the same time, the capital market is voting with its feet to complete a cruel valuation reshaping. Tencent and Ali plunged nearly 30% during the year, SpaceX's market value evaporated by hundreds of billions, while Hong Kong stocks 'smart spectrum soared to exceed one trillion. This is not a simple market fluctuation, but that funds are abandoning the old king who lacks new growth engines and embracing the upstarts who can truly provide AI productivity. The forced removal of Fable 5 from the shelves and the popularity of OpenRouter's multi-model collaboration reveals a more profound technological trend: the vulnerability and regulatory risks of a single super-large model are being exposed, and future AI computing power allocation will move towards federalism. Dispatch multiple specialized models to complete complex tasks. Byte Bean Bag 2.1 Pro emphasizes Agent tasks and code delivery, which also confirms that the single model is taking a back seat and becoming a node in the Agent network.

In this context, whether Samsung adds UFS 5.0 to pave the way for end-side AI, or humanoid robots begin to roll up the common cerebellum, they are building the infrastructure for this senseless and multi-model collaboration future. Half a year later, we will see more products focusing on system-level intelligence, and those players who are still trying to change the world with a chat box will be quickly marginalized by the market. Those who benefit will be those doers who can crush AI into specific scenarios, while those who suffer will be those dreamers who only tell stories but cannot take responsibility.

Huawei has restored the original price of smart driving bags and added accident protection. On the surface, it is a reassurance for users, but in essence it is an actuarial financial game. Packaging the long-tail risks of autonomous driving into high-priced service packages essentially makes consumers pay for the cost of trial and error algorithms that are not yet fully mature. This is exactly the same as Steam Machine's pricing of thousands of dollars. Manufacturers are trying to cover up the drying up of hardware profits with ecological and security gimmicks. When the technology dividend peaks, the premium transfer becomes inevitable, but consumers 'wallets are not unlimited after all.

The ruthless reaction of capital markets is tearing open the grand narrative. Musk issued bonds for his AI ambitions, causing SpaceX's market value to evaporate hundreds of billions. Tencent and Ali fell by nearly 30% during the year, which shows that funds 'patience with the AI bubble has been exhausted. Valuations supported by parameter swiping lists in the past few years are being ruthlessly tortured by cash flow. Investors finally woke up that the electricity bills and sky-high R & D expenses of the computing power center cannot be automatically converted into equal profits. Who is swimming naked will be clear for the next earnings season.

The ebb tide on the product side is equally obvious. Apple gave up on hard-core conversational AI in iOS 27 and turned to non-disruptive fixes at the bottom of the system. OpenRouter relies on multi-model routing to equalize top-level big models, which all imply that the myth of a single big model is being shattered. The so-called general artificial intelligence has been repeatedly hyped up, but in reality AI is downgraded from a subversive general brain to a patched automated script. When the tide recedes, what really survives is not the pedestal models that show off their muscles at the press conference, but the practical tools that accurately solve subdivided pain points and quickly run through millions of revenue. Technology must eventually return to business common sense.