AI战略项目遇困之后，钉钉的“内忧”和“外患”

澎湃新闻06-11

专题：从“钉内”到“钉外”，钉钉副总裁马锐拉离职：越来越难确认是在创造产品还是追赶节奏　　一篇来自钉钉离职员工的7.5万字长文在行业内外掀起巨浪。　　在过去的一周内，一篇出自阿里内网的7.5万字长文《置身钉内》被广泛传播。作者系钉钉“ONE”项目（钉钉8.0版本推出的旗舰AI工作首页）的产品经理（PD）“幽素”，在这篇详尽的时间线复盘中，她讲述了一个被寄托厚望的AI原生战略项目，如何在10个...

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troubles\"","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/34bf2996e8c4cd99da5b9d1c0deb3909","symbols_score_info":{"89988":0.6,"BABA":1.91,"09988":1.91,"HBBD.SI":0.6,"ALBmain":0.6},"content_text":"专题：从“钉内”到“钉外”，钉钉副总裁马锐拉离职：越来越难确认是在创造产品还是追赶节奏\n\n　　一篇来自钉钉离职员工的7.5万字长文在行业内外掀起巨浪。\n　　在过去的一周内，一篇出自阿里内网的7.5万字长文《置身钉内》被广泛传播。作者系钉钉“ONE”项目（钉钉8.0版本推出的旗舰AI工作首页）的产品经理（PD）“幽素”，在这篇详尽的时间线复盘中，她讲述了一个被寄托厚望的AI原生战略项目，如何在10个月内从立项、冲高至300万日活跃用户（DAU），到最终由于多重内部矛盾走向收缩、拆分，资源被全面迁移走的完整周期。\n　　对于这篇引发全网围观的长文，有相关内部人士对澎湃新闻记者表示，该项目“不代表整体和组织，失败会有各种各样的理由”。\n　　事态的演进并未就此止步。6月8日，钉钉前副总裁、AI产品负责人马锐拉在个人公众号发布《置身钉外》一文，确认自己已于5月15日办完离职手续。在文章中，马锐拉主要分享了自己阅读《置身钉内》后的思考，反复强调“心疼”。\n　　随后，6月10日，澎湃新闻记者获悉，阿里巴巴合伙人委员会在公司内网发布帖文《有情有义有成长，才是阿里文化》，对近日钉钉前产品经理离职长文《置身钉内》引发的讨论表达了清晰的态度。帖文以严厉的措辞批评了钉钉团队的管理方式，直接指出这“不是阿里文化该有的样子”。\n　　在批评之外，合伙人委员会的帖文阐述了阿里文化应当坚持的方向。“相互尊重，视人为人，有情有义”是阿里的文化底色，“无论时代如何改变，技术如何发展”，底色都一定不能改变。\n　　阿里合伙人委员会的表态，似乎也是在为钉钉当下狂奔的企业文化“踩刹车”。\n　　AI加速下，谁来为多出来的压力与责任兜底？\n　　作为钉钉创始人陈航（花名“无招”）回归后主推的首个AI原生战略项目，“ONE”核心主打“事找人”的AI工作信息流模式。幽素认为，该项目最终的收缩，归因于定位迷失、底层基因冲突、设计逻辑脱节以及组织内部的高压管理。\n\n　　目前，ONE的入口仍然显示在钉钉主页面上。\n　　从《置身钉内》来看，正是对于“快”的过度追求，让ONE项目失去了许多慢下来反思的机会。实际上，根据记者的采访，“快”也是一种长期困扰众多AI从业者和大厂员工的集体痛点。\n　　根据文章描述，在钉钉内部，时间被压缩到了极致。这种节奏确实在短期内塑造了极强的团队响应能力，但副作用也同样明显。幽素指出，快也要分层次，在用户心智未想清楚、权限成本未算清、业务场景未打穿的情况下，一味求快地抢占入口、包装Agent、堆砌发布会，只会导致整体节奏更慢。\n　　幽素写道：“人的时间被切碎了。团队会越来越擅长追光，越来越不擅长自己看路。”\n　　在面对竞品动作密集、模型迭代迅速的外部窗口期时，追求速度本无可厚非。然而，在这种“快”的背后，对一线员工而言往往是巨大压力。\n　　一名在其他大厂从事多年产品工作的员工在接受澎湃新闻记者采访时坦言，大公司内部孵化新产品的过程往往是一场对身心的巨大考验：“经常花了不少钱却没赚到钱，顶着上面一层层的催促与质问。每天一睁眼再想想自己的绩效，压力非常大。”\n　　曾在阿里系工作、有多份大厂工作经历的“米兰小红匠”（网名）对记者表示，自己在阅读《置身钉内》时几度落泪。在她看来，这篇文章绝非内网常见的离职控诉帖：“内网的离职帖更多的是在控诉组织、管理层的不作为，而这篇虽然有提到管理者的过失，但我认为，幽素更多是一种倾诉，是渺小个体在庞大体系下的无能为力。”\n　　而在AI的加速催化下，这种压力无疑会被进一步放大。经过“百模大战”之后，“卷”的趋势早已从模型蔓延到应用。\n　　曾任ONE项目PD的“卷毛猫猫里”（网名）在社交平台上发文称，他和幽素同一批加入该项目，自己也是同期中最早因身体健康原因选择离职的PD。他指出：“我们后来花了大量的时间，去打磨‘如何让AI看起来更主动’，但很少有人在会议室里把那个真正要命的问题说出口：AI主动了之后，用户多承担的责任由谁来兜底？”\n　　对于项目最终的结局，“卷毛猫猫里”认为：“ONE没成，但ONE不算白做。它把一群人按在一个高强度的现场里，让我们在十个月内见证了一个AI产品从立项到收缩的完整生死。这里面留下一条最硬的教训：跑得快的团队最容易陷入自我感动。”\n　　“既要又要”，面临结构性难题的钉钉\n　　团队的“自我感动”，在传导到终端用户时，却往往会演变成体验上的“错位”。\n　　多位深度使用钉钉的企业用户向记者反映，钉钉ONE的入口设计在实际操作中不仅难用，而且容易发生误触，一旦误触进去，用户又不得不耗费精力去寻找退出的路径。\n　　与此同时，不少用户抱怨钉钉在基础功能的迭代上经常错失真实诉求。例如“批量删除群聊成员”这类基本功能，钉钉直到近期才加入。此外，用户长期诟病的“钉钉文档、钉盘和钉钉会议占用系统内存过大、运行臃肿”的问题，至今依然没有得到根治。\n　　用户体验“臃肿”的背后，是一边在加速狂奔，一边还在自己身上不断加码的钉钉。\n2025年12月23日，钉钉举办1.1新品发布会，会议现场人满为患。澎湃新闻记者拍摄\n　　有接近钉钉内部的知情人士对记者表示，目前，办公软件领域AI迭代的节奏已经快到几乎“每天都在迭代”的地步，竞争压力巨大。\n　　上述知情人士透露，当前，钉钉AI产品线的业务现状正呈现出“分化”态势。部分切中具体场景的AI功能如“听记”、“AI 表格”等已经在市场上跑出了成果，而像ONE这样目标宏大却未达预期的项目，则不可避免地要面临组织架构的调整、人员的重新划转甚至离职。\n　　在此背景下，钉钉还不得不长期面对一个结构性难题：团队规模与业务负荷的严重不匹配。\n　　目前，拥有约8亿用户、连接2000万企业组织的钉钉，其整体员工团队仅1000余人，远少于飞书、企业微信等其他大厂的同类业务线。\n　　在如此紧凑的人力基础上，钉钉既要兼顾2B（企业端）的深度定制，又要承担2C（用户端），导致一线人力长期处于紧绷状态。\n　　一位阿里员工向记者透露，集团内部不同业务单元（BU）之间的管理风格差异颇大，虽然他不完全了解钉钉，但对其管理风格早有所耳闻：“因为跳出来的人太多，‘钉钉离职阿里系入职’的同事都能建立起属于他们的群聊。”\n　　AI时代的办公软件与钉钉的下一步\n　　目前，国内外办公协同软件行业都在“卷”AI应用层的场景落地。在这一轮轰轰烈烈的生态重塑中，要从“先发者”转化为“胜出者”，钉钉似乎需要尽快做出调整。\n\n　　幽素在《置身钉内》中对“AI协同办公战场”的概括，她总结道：“AI没有凭空造出新地形，⽽是由选⼿们各⾃依托各⾃的优势，在旧地形重新开战。 ”\n　　顺福资本创始人、行行AI董事长李明顺在接受记者采访时表示，在这一波AI演进中，钉钉有可能面临被AI Agent（智能体）生态跨代瓦解的风险。\n　　李明顺进一步解释称，钉钉在过去构建起的传统生态软件功能，很大程度上正在被Agent所取代：“未来AI时代，团队协作的定义可能发生巨大变化。未来的团队协作可能演变为‘碳基与硅基’（人与AI智能体）的协作。这对于钉钉来说，也是负面因素。如果钉钉不及时在业务高峰期拿到价值，时间拖得越长，就越不利。”\n　　与国内大部分头部企业保持交流的法务AI“法天使”创始人常金光给出了不同的看法。\n　　常金光认为，回顾其发展历程，钉钉明明在协同办公赛道占据了先发优势，但是多年来，它似乎总是急于自证，通过“人肉动员”来催促潜在的新用户下载软件：“靠人肉式的动员，而不是靠产品本身，这就让人觉得决心很大，但信心不足。”\n　　常金光进一步指出，经过这次的“置身钉内外”和合伙人的回应，对钉钉可能是一件好事，可以借此机会“松弛下来，轻盈起来”：“以无招作为钉钉亲生创始人的诚心和产品能力，没准反而迎来了真正的新生。”\n　　而从曾经的员工视角出发，“卷耳猫猫里”对记者表示，钉钉真正需要调整的，不只是功能和产品，而是公司模式和老板的思考方式：“AI时代已经不是互联网早期那种靠堆人、堆工时、堆执行来卷规模的时代了。新的竞争力，来自对生产力本质的重新理解：组织需要少一点机械管理，多一点深度思考；少一点流程堆叠，多一点真正有效的判断和创造。”\n　　在瞬息万变的AI时代，如何在保持敏锐的同时，回归“视人为人”的组织温度，是钉钉，乃至整个互联网行业都需要给出答案的长期课题。\n　　澎湃新闻记者 胡含嫣 吴雨欣\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：石秀珍 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