1 source filed · ZH 1
A 40bn RMB / 8,000-staff firm burned about 25% of its annual AI budget in one month rolling out OpenClaw internally; a well-digitised firm multiplied revenue 2023-25 while profit fell every year; personal productivity is not org productivity, which is not profit. Anecdotal, firms unnamed.
1 source filed · ZH 1
No AI job shock in macro data yet, but programming new-hire postings down; film/TV production employment fell 1.3M to 0.7M as AI took tasks while short drama absorbed 1M+ new jobs; proposes tax rules favouring labour-intensive firms. OECD: of AI-adopting employers (14 countries, 8,000 firms) 11% cut jobs. Same week as State Council Guobanfa 2026-29 (already in corpus).
1 source filed · ZH 1
China GenAI users more than 700M, penetration more than 50% (H1 2026); 76.0% use for Q&A, 47.8% image/video, 37.6% text, 32.5% work summaries/minutes/PPT. AI assistant and office-app use counts +100% YoY; more than 30% of above-scale manufacturers use AI; 2185 EFLOPS (+177%); 54 pp.