Zhipu downplays coding in internal memo, shifts focus to AGI and autonomous agents
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.








