AI BULLS CITY RE-PRICING EVERYTHING, INCLUDING THE “MALE VALUATION SYSTEM” IN THE MARITAL MARKET

@OdailyChina

Author @Wenser (@wenser2010)

A NEW KIND OF "HARD CURRENCY" HAS RECENTLY EMERGED IN THE KOREAN MATCHMAKING MARKET — SK HERCULES EMPLOYEES。

Gayeon, one of the leaders of the Korean marriage agency, said, "We used to match SK Hercules' employees at about B+, but now it's A." Even Hercules employees say anonymously: “When we're dating, we usually pretend to work at Samsung Electronics; only when we meet someone of good character can we confess that we're in Hercules.”

The chain of contempt in Korean and even the global marriage market has been quietly altered。

IF IN THE PAST THE MOST POPULAR WERE THE SAMSUNGS, THE FINANCIAL MEN, THE CIVIL SERVANTS, AFTER AI'S CATTLE MARKET SWEPT AROUND THE WORLD, THE REAL REVALUED BY THE MARKET BECAME:

Employees of the Young Wida

ENGINEER SK HERCULES

OpenAI and Anthropic researchers

DeepSeek and the byte beat AI team member。

The first market revalued the company and the second market re-pricing the stock, and now the market re-pricing the “relative man”。

With this in mind, the Daily Odaily Planet will organize an "Ai Time Men's Hand-in-hand " , based on the dimensions of corporate valuation, employee income, industry status, wealth imagination, etc., for the rest of your meal。

It's a hell of a lot

IF THERE'S A MATCH MARKET NOW, VERSION T0, IT'S ALMOST UNSUSPECTING。

THE FORMER IS AI'S WORLD'S LARGEST MONEY-PRINTER。

WITH THE CONTINUOUS EXPLOSION OF THE ALCALCULATORY DEMAND, NVIDIA HAS BECOME ONE OF THE LARGEST BENEFICIARIES OF THE GLOBAL AI WAVE. WITH THE OPENING OF THE UNITED STATES-AMERICAN STOCK YESTERDAY, THE PRICES OF THE BRITISH-WEDDA STOCK HAVE REACHED RECORD HIGHS; AT THE SAME TIME, THE BANKS OF THE RICH COUNTRIES HAVE ONCE AGAIN ADJUSTED THEIR TARGET PRICES AND MAINTAINED THEIR “GROWTH” RATING。

CAPITAL MARKETS HAVE COME TO A CONSENSUS THAT, IN TODAY'S ERA, GPU IS NO LONGER JUST A CHIP, BUT AN "OIL" IN THE AI WORLD。

And on the other hand, what really drives South Korea's blinding market is the near-unsightly size of the bonus for SK hynix employees。

LAST YEAR, KK HERCULES MODIFIED THE “EXTRA-PROFIT DISTRIBUTION FUND (PS)” SYSTEM BY AGREEING TO DIRECT 10 PER CENT OF THE OPERATING PROFITS INTO THE BONUS POOL AND TO REMOVE THE BONUS CEILING。

The result is:

WITH THE SURGE IN DEMAND FOR HBM (HIGH BANDWIDTH MEMORY), HERCULES'S EMPLOYEES' BONUS BEGAN TO ENTER THE “BILLION-DEGREE KOREAN WON ERA”。

LAST YEAR, KK HERCULES MODIFIED THE DISTRIBUTION OF THE EXCESS PROFIT ALLOCATION (PS) BY AGREEING TO ALLOCATE 10 PER CENT OF THE OPERATING PROFITS TO THE BONUS POOL, WHILE ELIMINATING THE CAPPING MECHANISM FOR THE BASE SALARY。

The company's operating profits for the financial year 2025 were 47.2 trillion won, and at 10 per cent, more than 30,000 Hercules employees received an average of 140 million won (approximately 650,000 yuan)I don't know。

In the first quarter of this year, the per capita bonus for its employees amounted to 100.7 million won, or approximately 500,000 yuan。IN 2027, ACCORDING TO FURTHER PROJECTIONS FROM THE INTERNATIONAL INVESTMENT BANK'S MCGREE SECURITIES, THE SK HERCULES PROFITS ARE EXPECTED TO REACH 44.7 TRILLION WON, WITH A PER CAPITA BONUS OF 12.9 BILLION WON, OR APPROXIMATELY 6.1 MILLION YUAN。

With a great deal of appreciation, Hercules's employees not only competed in the matchmaking market, but even began to consider “internal digestion”。

An anonymous employee said:“There has recently been a marked increase in mutual interest among unmarried workers. After all, the economic synergy of marrying a colleague is too great, and office relationships are now seriously considered a strategic choice.”

WHEN THE BONUS STARTED TO BE CALCULATED AS “BILLION WON”, “OFFICE LOVE” SUDDENLY BECAME A HOUSEHOLD ASSET ALLOCATION ACT FROM HR'S WORST PROBLEM。Even because the performance bonus was highly tied to the time spent at work, a number of employees began actively avoiding maternity leave. The working couple even said, “Who can afford to take a vacation now that hundreds of millions of won are in front of us?”

SK HERCULES IS NO LONGER JUST AN ENGINEER, BUT MORE LIKE THE AI CONCEPT UNIT IN THE KOREAN MARRIAGE MARKET。

AS A RESULT, THE TOP OF THE GLOBAL MARKET VALUES COMPANY, THE BRITISH WEEDA, AND THE "GOLDEN MYTH MAKER" SK HERCULES, HAVE NO SUSPENSE TO BE ON THE TOP OF THIS LIST AND HAVE BEEN RATED AS "COOLED."。

KOREAN ENSEMBLE SHOW SNL SNIPPETS: “HILLESS WORKERS DRESSED AS LUXURY SHOP PASSES”

Jail: Anthropic, OpenAI

If Inveida and Hercules represent AI infrastructure, OpenAI and Anthropic represent the hottest "new expensive" of the AI era。

Over the past year, the valuations of two companies have expanded dramatically. At the same time, employee wealth has also begun to enter the real “delivering phase”。

Last October, OpenAI completed an amazing round of employee equity. According to the Wall Street Journal, more than 600 current and former employees combined $6.6 billion (approximately $48 billion) in this round of transactions. Some 75 of them received the ceiling of $30 million each. And this year, after completing the funding of $12.2 billion, valued at $85.2 billion, it's very recentOpenAI, in addition to the restrictions on employee sales。After completing a new round of financing in April of this year, OpenAI has recently further eased its staff sales restrictions。

Anthropic is similar。

April, AnthropicAnother round of employee equity sales with a $350 billion valuationHowever, due to the apparent willingness of employees to sell, many investors have not even been able to buy the expected share。

UNLIKE THE STORY OF THE “PAPER OPTIONS” OF THE LAST INTERNET ERA, THIS ROUND OF AI HAS REALLY BEGUN TO ALLOW EMPLOYEES TO PUT THEIR “EQUITY WEALTH” IN THEIR POCKET。

IN OTHER WORDS, THE REAL WEALTH LEVELS OF THESE AI EMPLOYEES ARE FAR GREATER THAN MOST OF THE MAJOR PLANT EMPLOYEES OF THE TRADITIONAL INTERNET AGE。

It's just that OpenAI and Anthropic are more like "high-volatility, high-growth assets" than the "stabilizing cash-flow machines" like Weida and Hercules。

So, we're going to give him a rating。

Man: Deepseek, Byte

ONE OF THE BIGGEST CHANGES IN THE CATTLE MARKET IS THAT GLOBAL INTERNET COMPANIES ARE BEGINNING TO REALIZE: THE MOST EXPENSIVE THING IS NOT GPU, BUT PEOPLE, ESPECIALLY AI TALENT。

In December of last year, ByteDance was exposed to a massive increase in AI investment; this year, with the further upgrading of the AI strategy, its AI-related inputs have reached an alarming level of RMB 2000 billion。

At the same time, the byte beat valuation continued to rise。According to the latest information available on the market, byte beats are currently valued at $60 billion, or $50 billion more than three months ago。

In April of this year, it launched a new round of employee equity buy-backs, with the return price for active staff rising to $229.5 per cent, an increase of 14.52 per cent over the previous one; the return price for separating staff was $201.96 per share, an increase of approximately 11.97 per cent over the previous round, and the staff ' s book wealth continued to increase significantly。

On the other side, DeepSeek is also starting his "AI Talent Defence" war。

As some of the core staff move away, Deepseek's Liang Wenzeng also needs to use equity to leave his own core team behind。

In May, the market came firstDeepseek seeks financing with a value of $45 billionNews; laterDeepseek is looking for 50 billion yuanThe news is officially public。

It is worth mentioning that, according to information, the $50 billion external financing of Deepseek is only RMB 30 billion, which RMB 20 billion will be replenished by Liang Wenbing in the name of internal fund-raising. As the owner of the Quantified Fund Fantasy, Liang Wenbing certainly has the power, and the Fantasy Fund has a yearlyized rate of return of 70 billion yuan yuan and 58.5 per cent。

Apparently, when OpenAI and Anthropic stayed in United States dollars, China AI began fighting its own AI talent war with the renminbi。

AND IN TODAY'S MARKET, THOSE WHO CAN STAND ON THE AI MAIN TABLE ARE ALREADY EXTREMELY FEW HIGH-CLASS PLAYERS。

Thus, both byte and DeepSeek, their employees are rated as “persons” in the match-making market。

NPC: SAMSUNG

If those companies are already sitting on AI high iron, Samsung Electronics and Tencent are more like players trying to find "AI tickets."。

Let's start with Samsung。

OVER THE PAST FEW DECADES, THE SAMSUNG HAVE BEEN ALMOST ONE OF THE STRONGEST PROFESSIONAL RINGS IN KOREAN SOCIETY. BUT IN THE AI ERA, SAMSUNG UNEXPECTEDLY BECAME A RE-EXAMINED PARTY。

AS A RESULT OF THE LOSS OF INITIAL HBM LAYOUTS, TECHNICAL ROUTE SELECTION ERRORS AND PRODUCT CERTIFICATION PROBLEMS, SAMSUNG IS GRADUALLY BEING SUPPRESSED BY HERCULES IN THE AI MEMORY COMPETITION。

At the same time, Samsung's employees began to “look at Hercules”. In the near future, the Samsung National Trade Union has even planned to launch a massive strike in the hope that companies will increase the proportion of bonuses and eliminate their capping mechanisms. If these conditions are not met, they will not be metThe Samsung Union will launch a massive strike for 18 daysI DON'T KNOW. MORGAN CHASE CALCULATES THAT THIS COULD RESULT IN A LOSS OF 4 TRILLION WON AND A DECLINE IN PRODUCTION OF DRAM, NAND CHIPS。

IT HAS TO BE SAID THAT IT IS ALSO JUSTIFIED FOR SK HERCULES EMPLOYEES TO “FALSE” AS SAMSUNG EMPLOYEES。

The negotiations broke down, the Samsung strike or the final decision

On the other side, it's hard to get out。

MORE CAUTIOUS THAN BYTES TO JUMP RADICAL AI INPUT. THE FORMER CEO LIU YANPING SAID THAT THE COMPANY HAD INVESTED ABOUT $18 BILLION IN NEW PRODUCTS LAST YEAR, WHICH WILL DOUBLE THIS YEAR; HOWEVER, THE GAP IS STILL CLEAR COMPARED TO THE HUNDREDS OF BILLIONS OF DOLLARS INVESTED IN AI BYTES。

At the same time, telecommunication also faces a slowdown in the growth of traditional operations。

On 13 May, the newspaper Q1 of 2026, published: a profit of 9 per cent over the previous year of RMB 196458 million and a profit of RMB 75,633 million over the previous year. Overall, the rate of increase in profits has slowed to a single-digit level, with AI inputs dragging short-term Maori; in terms of game performance, the local market earns 45.4 billion yuan, an increase of 6 per cent over the same period, which lags behind the growth of the local market。

This is also an important reason why the previous inquiry did not take over the initiative in Deepseek financing. I didMedia reportsThe interview suggested that DeepSeek should be awarded up to 20% of the shares, but DeepSeek did not want to give up large percentage control。

And that's why markets are increasingly discussing:DID YOU GET THE AI-ERA REAL TICKET

AFTER ALL, WHAT CAME OUT OF THE MOBILE INTERNET ERA'S MOST EXPENSIVE ARK OF NOAH'S TIME — THE WISDOM; BUT THE AI ERA'S NEW TICKET, NO ONE KNOWS WHO IT'S GOING TO BE。

THEREFORE, FOR THE TIME BEING, OUR RATING FOR THE SAMSUNG AND THE ARRAIGNMENT STAFF IS “NPC”。

It's over: traditional finance men, money circles. Men

FINALLY, COMPARED TO THE ABOVE-MENTIONED AI GIANTS, THE TRADITIONAL FINANCE MEN AND THE MONEY-CIRCLE MEN, ARE GRADUALLY LOSING THE MODERN DIVIDEND。

The reason is simple: the most powerful occupation of an era often represents the most central distribution of wealth in that era。

Over the past few decades: the financial sector represents capital, the Internet industry represents flows; the currency ring represents overnight wealth。

BUT AI HAS ALREADY BEGUN TO REDEFINE EVERYTHING。

THE TRADITIONAL FINANCE AND CURRENCY CIRCLES SUDDENLY APPEAR TO BE “MODERNIZED” COMPARED TO THE MULTIMILLION-DOLLAR, MULTI-BILLION-DOLLAR-EQUITY AI GIANT TEAM。

ESPECIALLY IN THE CONTEXT OF THE ERA OF THE CONTINUED AIIZATION OF THE UNITED STATES STOCK, THE STRUCTURAL PERFORMANCE OF THE A STOCK, AND THE LOSS OF NEW WEALTH EFFECTS IN THE CURRENCY CIRCLE, THE HALO OF THE “FINANCIAL ELITE” AND “THE GREAT MONOPOLIES” HAVE FADED。

Taken together with the current match-making market situation and the elders' judgement criteria, these two groups of people can only be rated “finished” in the match-making market。

Male representation in traditional finance

The men in the ring

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