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Joined May 2023
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【鸿蒙智行五界为何还要靠问界撑销量?】
现在不仅仅是一米超五界,哪怕问界腰斩的情况下,还能一界穿四界。
往不好的地方说,五界的局面很被动。
往好处想,终于知道了为什么问界有底气和华为叫嚣。
老规矩,先上数据:鸿蒙智行公布10月份交付成绩,全系交付33537辆,累计交付突破160万辆。
紧接着,赛力斯公布10月份产销快报,新能源汽车总共24921辆,其中赛力斯汽车销量22105辆。
其它新能源汽车2116辆,合计27037辆。
好多人问,鸿蒙智行五界加起来,为什么还比不过小米一个品牌?
我觉得,10月份这组销量数据,把问界在鸿蒙智行里面的分量说得很清楚了。
而且我一度觉得,余承东过去公布鸿蒙智行整体销量的时候,最大的底气其实一直来自问界。
其实不难看出来,问界一个品牌的月销量,就已经相当于鸿蒙智行五界总交付量的三分之二。
再到小米汽车,10月份交付超过50000辆。
是不是一眼看出来差距了?
小米一个品牌,直接超过了鸿蒙智行五个品牌的总和。
所以,问题就来了。
鸿蒙智行现在已经有问界、智界、享界、尊界、尚界五个品牌,覆盖了不同的价格区间,产品布局也越来越完整,为什么销量还是高度依赖问界?
这和五个品牌进入市场的时间以及发展阶段有很大关系。
众所周知,在五界当中,问界是最早跑出来的。
从M5、M7到M9,问界已经形成了自己的产品梯队。
尤其是M7和M9,分别承担了不同价格区间的销量任务,让问界有了持续的市场规模。
反过来看其他四界,智界、享界、尊界、尚界虽然陆续推出了不少产品,但目前还没有一个品牌能够形成问界这样的销量体量。
所以这也就导致了:华为汽车业务的品牌矩阵越来越大,但销量贡献并没有随着品牌数量平均分散。
问界在前面贡献了大部分销量,其他四界还在各自寻找市场位置。
而且,10月份问界所在的赛力斯汽车销量同比下降54.69%,这也给鸿蒙智行带来了巨大压力。
如果问界的销量继续承压,另外四界能不能撑住场面?
之前传出问界和华为之间要分开,之后又和好如初,本质上就是谁也离不开谁了。
但不得不说,这才是华为(鸿蒙智行)接下来需要考虑的问题,这个局面很被动。
你看小米,虽然目前也在不断扩充产品,但品牌认知和销量都集中在小米汽车这个体系里,单月已经超过5万辆。
鸿蒙智行则不同,五个品牌需要分别建立产品认知、用户群体和市场规模。
品牌数量增加了,管理和市场布局也更加复杂,可最终还是得看每个品牌能卖多少辆车。
所以,鸿蒙智行现在最需要的,不是继续增加品牌数量,而是让智界、享界、尊界、尚界里面,至少再跑出一个能够稳定贡献月销过万辆的品牌。
否则,每次公布五界整体交付成绩,问界总要带头撑起销量,这不是典型的「拥兵自重」了吗?
余承东过去公布销量时,问界是最有力的支撑。
现在五界已经全部到齐,接下来就看谁能接过问界的接力棒了。
总之,就一句话,不是五个品牌简单相加,就等于五倍战斗力,只有成熟品牌才能贡献稳定销量。
其它新品牌至今都给人感觉还没有长大,也就有了大家看到的:「五界之和,反而不如一个已经完全跑通的小米汽车。」
【低价快剪为何让传统理发店破防?】
刷到一个抖音直播间,理发行业的交流。
点进去听了好一阵,将近一个小时的时间,全程都在讨论,如何忽悠客人升单,逼单话术,抱怨甚至辱骂那些不升单的,辱骂那些做低价快剪的,非常恶毒。
四五个人,大多口音很重,听着也没啥文化,就是不停抱怨,泄愤。
相互分享,怎么忽悠客人染发,烫发,办卡,储值,做大项目,或者抖音团购怎么投流,低价引流,引进来怎么升单,怎么pua,挖苦贬低客人。
说他们发质差,干枯,打结。
只要不升单,不办卡,就嘲讽人家穷酸,长得丑。
要么就是讨论怎么忽悠助理(学徒)。
学徒大多只有2000不到的工资,跑路的很多,他们交流怎么忽悠学徒,PUA他们,让他们长期当自己的廉价劳动力,让人家打杂,洗头,卷杠,抹发膏,就是不让他们动剪刀,不让他们上手。
很多被他们压榨得受不了的学徒,跑去美发学校,交几千块,学一个月左右,就出来开快剪。
他们生意被抢,又开始集体吐槽快剪low,吐槽那些干快剪的是行业搅屎棍,吐槽他们是速成班出来的,不系统,没审美。
非常恶臭。
非常符合我对街溜子,黄毛,花臂男的刻板印象。
AI 领域的下一个重大机会,可能不是让 AI Agent 变得更聪明。
而是让 AI Agent 开始雇佣其他 AI Agent。🤖
这正是 @TermiXAI 正在探索的方向。
想象一下:
未来,一个 AI Agent 需要完成市场调研、代码开发或内容创作时,不必独自完成所有工作。
它可以直接雇佣具备专业能力的其他 Agent,协作完成任务,并通过链上机制完成支付和信誉积累。
TermiX 正在构建这样的基础设施:
🔹 AI Agent 服务交易市场
🔹 Agent 之间的自主协作
🔹 链上托管支付,保障交易安全
🔹 可验证的信誉与工作记录
🔹 让 AI Agent 和人类都能参与并获得收入
我最感兴趣的,并不是短期的代币激励。
而是 TermiX 试图解决一个更深层次的问题:
如何让 AI Agent 从单纯的生产力工具,转变为能够独立参与经济活动的主体?
当然,这个模式能否真正跑通,最终还要看 Agent 能否持续交付有价值的服务,以及是否存在真实的付费需求。
当 AI 不仅能完成任务,还能自主雇佣、协作、交易和赚钱时,我们是否正在从「AI 工具经济」迈向真正的「AI Agent 经济」?
【Can pushing a warm prospect too hard lose the deal?】
A Reddit poster said a prospect was clearly interested but needed to think on it first, but was bought in. A sales manager joined the call and had them keep pushing like she wanted. The prospect hung up.
The poster was pissed because the prospect may have been interested, just not ready to decide on that call. The extra pressure may have lost the deal.
One commenter had seen something similar in online booking systems. The new boss was new to the industry and new to inbound leads, and didn't quite get the anti-selling involved. Sometimes the product just isn't suitable for someone, or, as is often the case with B2B, it isn't yet.
The commenter spent weeks softly demonstrating to a new business that she wasn't quite busy enough to justify signing up right then. She'd just churn and lose them money anyway, but in a few months she'd be well worth it.
The new boss saw it coming under the “rotting” page in Salesforce, but didn't bother checking why. He called her, closed her in the commenter's name as a “favour,” and she churned three weeks in, resulting in commission clawback and a lost bit of pipeline.
A prospect can be clearly interested and still need to think on it first. Pushing like the manager wanted can turn a good-fit customer who isn't ready yet into a short-lived close nobody wanted.
#SalesCommission
【How much is proper compensation for a remote salesperson?】
A Reddit poster said he was new to sales—and not a salesperson at all. In fact, he was an engineer who had found a startup with a product he thought was great.
So the short story was this: he wanted to hire a remote salesperson, but didn’t know how much proper compensation should be. There would be a base and a percentage commission, but how much?
The startup was still in its early stages and wasn’t going to be funded for the next 3–6 months, so he wouldn’t be able to pay a lot until the seed capital came through. That raised the bigger question: was it even worth looking for a proper salesperson, or would the company not get anyone decent if the pay wasn’t high?
One commenter said the company had to be a lot more specific. Did it need a full-cycle rep with experience, or a top-of-the-funnel prospector who might have less experience?
“Remote salesperson” can mean very different jobs. Until the startup knows which one it actually needs, there isn’t a useful answer to how much the compensation should be.
#SalesCommission
【What can you do while saving for a coffee shop?】
My goal is to start a small coffee shop, either out of a truck or a small rented space. I’m still saving up money, but I want something tangible where I can actually feel like I’m making progress.
One commenter suggested using a pop-up shop for validation. It’s cheaper than either alternative and helps develop your foundation by proving demand. Working out a host agreement and discovering what sells—and what doesn’t—can go a long way while you’re still saving.
#SmallBusiness
【What are the “$40k a month” IG gurus really selling?】
A Reddit poster compares the “no money, work wherever, make $75k a week” fantasy to porn: you are not actually doing it, but the pitch makes you feel like you are.
The question is what these Instagram business gurus are actually talking about when they mention Spotify Shops. Is it just another dropshipping scheme dressed up as freedom?
One commenter points out that businesses making multimillion-dollar profits do exist, but their owners usually are not constantly promoting exactly what they do. When someone is selling a course or promising to help you get there, the promotion is serving their benefit first.
That is why the hardest part is not proving every guru is fake. Some go to great lengths to look legitimate, and it is difficult to talk people out of a dream when the dream is the product.
#Entrepreneurship
【How can a lean online business make room to grow?】
A Reddit poster running an online business had DMs piling up, emails going out late, and content ideas sitting untouched. They were reacting to everything all day instead of actually building the business.
A friend suggested hiring a virtual assistant, which sounded too corporate at first. The poster started with a referral, kept the scope small, and trained the person for about a week. That gave them a practical way to test trust without handing over everything at once.
The VA ended up doing the work better than the poster expected: researching extra details, taking initiative, and suggesting more efficient processes. The role could cover emails and DMs, but also social scheduling, bookkeeping, data entry, customer support, lead generation, or podcast editing.
One commenter understood the fear that nobody will do the work as well as you would, but still agreed that delegation can be key. Their questions were practical: do referrals mean friends and network contacts, or places like LinkedIn, and how do you know someone is reliable? Starting small and watching how they handle the basics may be the answer this story points to.
#SideHustle
【What should you do first when starting from zero?】
A Reddit poster wanted to build something digital but kept thinking about it without taking action, unsure how business works, how people make money, or which skills mattered first.
One commenter’s advice was simple: stop overthinking and start doing, even if the first step is small. The goal isn’t a perfect company on day one; it’s to make your first online sale by solving a specific problem.
#SmallBusiness
【Should CEOs join early sales calls?】
A Reddit poster says a CEO’s “presence” doesn’t add value, and that joining an early call only creates pressure on the seller. They call it “helicopter parenting” and “micromanaging to the fullest.”
The poster allows that if the company is “tiny tiny,” fine. But with a decent-sized organization, they see “zero excuse” for it. One commenter replied, “I have no idea what you’re talking about.” They said they wouldn’t tell their CEO no if the CEO asked to join a call. It can be annoying, but they’re not going to make themselves a target by doing something that dumb.
#Sales
【What if the smartest sales move is qualifying out?】
At the finish line, a deal can still turn into Closed Lost. One commenter’s smart sales habit is to qualify out deals early instead of viewing them through rose-colored glasses and spinning their wheels.
That means asking the champion: “What’s going to keep this from happening?” “Who still isn’t convinced?” “Is this a lower priority than we’re making it out to be?”
The key is not being afraid to invite bad news. If it is a real deal, the champion will sell you on why it makes sense for the business. If it is not, you can shake hands and walk away—knowing it may be worth revisiting in the next budget cycle.
#Sales
【Can a broken iPhone become a side hustle?】
One commenter’s side hustle started with a cracked iPhone and a repair shop quote of around $250. Instead of paying, he learned to replace the screen himself.
His main hustle is working as a lease operator in the oilfield. The side hustle began with fixing and flipping phones, then friends and family started asking for repairs. That turned into paid work, and he is now building a business around it. For now, he works from his truck and home while building toward a dedicated repair van, though he plans to stay mobile. Sometimes the first step is solving your own expensive problem well enough that other people start bringing you theirs.
#SideHustle
【袁隆平院士留给人们的记忆是什么?】
一位小学生在上学时见过一次袁隆平院士,还和他有过一段对话。
那是1997年夏天,这名学生在沈阳农大附小上小学。袁老到沈阳出差,应邀为农大师生做了一场报告,附小的部分学生也参加了报告会。
袁老当时有六十多岁,身材结实,前额略微有些谢顶,但是行动敏捷。以至于在这名学生此后多年的印象中,袁老始终是那个略有些谢顶的中年人的形象。
当天的报告很长,报告的内容对于这些小学生来说过于晦涩,甚至有些无聊。袁老大概是看到了台下一群昏昏欲睡的小学生,于是在报告结束后的提问环节,主动提出让小朋友们提个问题。
学校领导很快就选中坐在第一排又是少先队大队干部的那名学生。面对这个突如其来的提问机会,他一时不知所措,但是从小傻大胆又是吃货的他,很快就酝酿出了一个看起来颇为幼稚的问题——他拿着话筒问袁老:“袁爷爷,您的杂交水稻好吃吗?”
话音未落,场内就响起了一阵笑声,但是袁老却一脸严肃地回答他:“这个问题问得很好,我可以告诉这位小同学,杂交水稻是籼米,口感上不如北方人喜欢吃的粳米,但是籼型杂交水稻的产量高,能让人吃饱肚子。
你们可以回去问问你们的爷爷奶奶,上了年纪的人都知道挨饿的滋味。
粮食产量问题是个大问题,解决好了才能让中国人都吃饱。
吃饱的基础之上才能考虑吃好的问题,但是我想我的一生只能尽力解决吃饱的问题,至于让中国人吃好的问题,是我们这一代人留给你们的任务。”
当时的他并未理解其中的深意,却把这段话写在了随身的本子上。
几年前家里搬家,偶然发现了这个本子,读到了这段话。
这段话的背后是一个老科学家严谨的态度和强烈的责任感。面对一个小学生提出的有些幼稚的问题,他并未敷衍了事,而是认真地回答,并且通过这个机会让年轻一代明确自身对国家、对社会所肩负的责任。
今天的我们,对老先生最好的祭奠,就是努力让自己、让他人、让所有中国人吃得更好一点,生活得更好一点。
先生千古!









