Zhipu founder Tang Jie has laid out a new strategic direction in an internal letter titled "The Giant Wave Has Arrived," according to BlockBeats. The memo says the company will focus on Long Horizon Tasks, Autonomous Agents, Self-Evolving systems and AGI, while launching a two-year "Touch High" plan. Tang also said the company is not aiming for short-term monetization through applications.
The report says the letter barely mentioned coding, even though Zhipu’s AI coding business had previously helped drive rapid commercial growth and higher valuations. That omission is being read as a deliberate repositioning: away from being valued like a traditional SaaS or AI application company, and toward an AGI infrastructure and autonomous agent story.
Market commentary cited by the report says the move comes as valuation methods for AI firms are shifting from technology expectations to commercial delivery, especially after MiniMax saw a sharp stock pullback following the end of restrictions. In that reading, Zhipu is trying to reset its capital-market narrative early and anchor valuation around technical breakthroughs and its AGI vision.
Zhipu founder Tang Jie issued an internal letter on July 13 titled "The Giant Wave Has Arrived," setting out a strategy centered on Long Horizon Tasks, Autonomous Agents, Self-Evolving systems and AGI, according to BlockBeats.
The memo also announced a two-year plan called "Touch High" and said the company would not pursue short-term monetization from applications.
A quieter mention of coding
The report said Zhipu’s AI coding business had previously helped accelerate commercialization and lift the company’s valuation. Even so, Tang’s latest internal letter made little mention of coding and instead pushed the company’s positioning closer to AGI infrastructure and autonomous agents.
That shift, according to the report, appears aimed at avoiding a valuation framework based on revenue and ARR metrics typically used for traditional SaaS or AI application companies. The alternative is to keep Zhipu framed as a long-term AGI technology story.
Valuation narrative in focus
Market views cited in the report said the move comes as AI company valuations increasingly shift from technology expectations to commercial delivery. Against that backdrop, and after MiniMax saw a sharp stock decline following the lifting of restrictions, Zhipu appears to be trying to reset its capital-markets narrative earlier, using technical progress and its AGI vision as new valuation anchors.
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