Zhiqi Fears Becoming the Next MiniMax? Internal Memo Downplays Coding, Bets Big on AGI and Agent

BlockBeats News, July 13th - Tang Jie, founder of SenseTime, released an internal letter titled "The Giant Wave Has Arrived," proposing a future focus on the Long Horizon Task, Autonomous Agent, Self-Evolving, AGI, and other directions. He also launched a "Touch High" plan for the next two years, clearly stating that short-term monetization is not the goal.

Reports indicate that although the AI Coding business had driven SenseTime's rapid commercialization and valuation growth, Tang Jie almost did not mention Coding in the internal letter. Instead, he further positioned the company towards AGI infrastructure and autonomous agent development. Analysts believe that this move aims to avoid valuing SenseTime based on traditional SaaS or AI application company metrics such as revenue and ARR, and instead, to continue the narrative of long-term growth for an AGI technology company.

Market observers believe that following the significant price pullback after the MiniMax unlock, and with AI company valuations gradually shifting from "technological expectations" to "business realization," SenseTime is attempting to proactively switch the capital market narrative, using technological breakthroughs and the AGI vision as new valuation anchors.

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