Zhipu's Tang Jie Internal Memo Leaks: Going All-in on AGI

Between July 11 and 13, an alleged internal memo from Zhipu's founder Tang Jie titled "The Great Wave Has Arrived" circulated widely. Originally posted as images on Xiaohongshu and translated by users like @bingxu_, the memo declares a strategic pivot towards AGI/ASI, sparking extensive discussion.

Core Judgments and Strategic Shift

Tang Jie proposed shifting Zhipu's focus from "smart assistants" to "digital employees." According to @ChrissGPT, his reasoning includes the emergence of 100 million AGI instances in the next five years—sharing the same underlying intelligence and collaborating like a swarm system to approach ASI. @teortaxesTex noted that following a major funding round, Zhipu is deprioritizing commercialization to focus on long-horizon tasks, agent systems, and self-evolving research.

Engineering Pillars and Infrastructure

As compiled by @新智元, the memo outlines key engineering goals for the next two years: long-horizon tasks, long-term memory, continuous learning, self-judgment, agent society, synthetic data factories, and self-training. @bingxu_ added that their team focuses on building infrastructure for agent autonomy rather than training models.

Open Stance and Unverified Details

@AccBalanced highlighted Tang's assertion that AGI "must be open," carrying more weight than typical application discussions. Mentions of AI developing "self-awareness" also sparked debate. However, the memo's exact wording remains unverified by official sources.

2026-07-11 ~ 2026-07-13 · 8 related posts