According to sources, on July 11, 2026, Zhipu AI founder and CEO Tang Jie issued an internal letter titled "The Great Wave is Coming." He stated that the Chinese AI pioneer would not prioritize short-term application monetization. Instead, it is aiming directly at the next frontiers of AGI.
Over the past six months, #Zhipu AI has achieved explosive growth, with its market valuation multiplying tenfold compared to its early listing phase, officially entering the trillion HKD club in June 2026. Rather than rushing to monetize, Tang outlined four key technical pillars for Zhipu's future: long-horizon tasks, fully autonomous agent systems, self-evolution, and extreme safety governance.
[AgentUpdate Depth Analysis] Zhipu AI's strategic pivot underscores a critical transition in the global AI landscape: the shift from basic chat interfaces to complex, agentic workflows. By prioritizing long-horizon execution and fully autonomous systems over immediate revenue, Zhipu is directly challenging global leaders like Anthropic and OpenAI. In the current Agent ecosystem, the bottleneck lies in executing multi-step, dynamic tasks reliably. Backed by its massive trillion-dollar valuation runway, Zhipu has the capital to solve these foundational engineering hurdles. This focus on self-evolution and autonomy will likely accelerate the transition of AI Agents from simple co-pilots to independent digital workers, redefining enterprise automation.