360 founder orders AI-native org overhaul; Alipay launches agent commerce stack

快鲤鱼 · wechat · 2026-08-17

Zhou Hongyi's all-staff letter: 360 is starting an AI-era organizational transformation into an AI-native company, making every manager the first person responsible for cultivating "super individuals" and "super teams" — "re-creating 360 with AI."

Alipay unveiled China's first full-stack agent commerce foundation plus the AHA cross-agent protocol, joined by Qwen, Huawei, OPPO, BYD and 20+ partners.

Also: AI video platform Higgsfield raised at a $5.4B valuation with $700M ARR (vs $20M a year ago); IDC's first China AI video cloud report shows a ¥1B market with 427% YoY growth in intelligent media production; Alibaba launched HappyShrimp 1.0, an AI music model turning natural-language emotions and stories into full songs; LOOKAI shipped AI agent 2.0 and smart canvas for the apparel industry.

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