11 月 14 日，NVIDIA 创业企业展示将在苏州金鸡湖举行，现场将有 30 多家 AI 初创企业进行路演和展台互动。 此外，我们还整理了近期值得参与的一些活动，对更多活动感兴趣的小伙伴，可以点击文末的 「阅读原文」 查看。 2025 PayPal 中国出海创新训练营 主办方： PayPal 中国 活动时间： 2025.11.7 近期有哪些值得参加的 AI 活动？ 11 月 7 日（本周五），PayPal 中国 主办的出海创新训练营将在上海浦东举办。活动包括，行业大咖分享跨境全链路解决方案，以及 AI 工具、订阅模式、 虚拟服务等实践案例分享。 活动地点： 上海浦东 活动亮点： 行业大咖实战分享 Google Cloud 跨境出海计划负责人、西红柿互动媒介策略总监 郭倩、Subotiz 产品运营总监及神秘嘉宾分享前瞻技术洞察及出海全链路解决方案 优秀案例专场分享 聚焦订阅经济，揭秘 AI 工具、虚拟服务、游戏领域成功实践 创新方案评选 助力项目落地，获得资源扶持与获得 PayPal 广告投放支持奖励 支付生态赋能 实现创新方案与 PayPal 全球收单与跨境支付能力的深度整合 活动报名： https:// ...

Core Viewpoint - The future of AI hardware will not simply be existing hardware enhanced with AI, but will require a new ecosystem of hardware operating systems that effectively organize input and output in a multi-modal and demand-driven manner [2][3][4]. Group 1: Evolution of AI Hardware - The interaction and system architecture in the AI era will evolve significantly, with wearable devices potentially leading the transformation in AI interaction [4][21]. - The founder of Guangfan Technology, Dong Hongguang, emphasizes the importance of a unified AI brain coordinating multiple devices for seamless interaction [4][31]. - The company has rapidly gained attention in the industry, securing 130 million RMB in funding within three months of its establishment [4]. Group 2: Historical Context and Future Trends - Historical shifts in personal computing have been driven by technological advancements that reshape interaction methods, leading to new hardware and software forms [14][15]. - The transition from command-line interfaces to graphical user interfaces and then to touch interactions has significantly broadened user access to computing devices [14][16]. - The introduction of AI will further transform interaction from command-based to demand-based, allowing for a more intuitive user experience [18][19]. Group 3: The Role of Devices in AI Interaction - Future devices will need to support multi-modal interactions, moving away from traditional graphical interfaces to more natural forms of communication, such as voice and visual inputs [19][20]. - Wearable devices are expected to play a crucial role in this transition, as they can provide continuous interaction and context awareness [21][40]. - The shift towards a distributed device structure, where multiple devices work together under a central AI brain, will redefine the concept of personal computing [29][31]. Group 4: Challenges and Opportunities in AI Hardware - The complexity of developing general-purpose AI hardware is increasing, as it must integrate various sensors and support a wide range of applications [45][47]. - The industry is witnessing a proliferation of AI hardware, but the long-term value will lie in devices that can serve multiple functions rather than specialized ones [45][46]. - Privacy concerns will need to be addressed as AI systems require extensive user data to function effectively, necessitating advancements in data protection technologies [48]. Group 5: Future of Operating Systems in AI - The next generation of operating systems will need to accommodate multi-modal interactions and data fusion, moving beyond traditional graphical interfaces [49]. - Companies like Guangfan Technology are positioning themselves to build a new software ecosystem that supports the complex demands of AI interactions [49].

Core Insights - Agnes AI, a product from SAPIENS, is nearing completion of a multi-million dollar funding round, with its valuation surpassing $100 million, aimed at enhancing regional language model training and accelerating global commercialization [2] - The company has seen significant user growth, with over 3 million registered users and nearly 200,000 daily active users since its launch on July 4, 2023 [6][8] - Agnes aims to democratize AI access, allowing users to utilize advanced AI capabilities without barriers, thus fostering a large user base that drives commercial growth and technological iteration [8][11] Funding and Valuation - Agnes is in the closing phase of a funding round, having received multiple term sheets from well-known institutions, with some investors completing due diligence [2] - The company is preparing for its next funding round, with expectations of reaching a market valuation of $300 million to $500 million [2] Product and User Engagement - The Agnes platform integrates search, research, design, presentation, and data analysis, enabling users to complete tasks seamlessly within a single interface [4] - Since its launch, Agnes has ranked in the top ten of Google Play's efficiency charts in several countries, including Vietnam, the Philippines, and Argentina [6] Team and Technology - The core team comprises talents from prestigious institutions such as the National University of Singapore and MIT, focusing on providing zero-barrier access to AI products [11] - Agnes has developed its proprietary model, Agnes R1, which is designed for orchestration, research, and presentation generation, achieving state-of-the-art performance in its category [16] Market Position and Future Outlook - Agnes is positioned as one of the fastest-growing AI consumer applications in Southeast Asia, with expectations to quickly become a unicorn representing Singapore in the global AI landscape [16]

2025 年可以说是 Agent 元年，几乎所有 AI 产品都带上了 Agent。 有哪些 Agent 产品在今年跑出了自己的 PMF，实现了商业化？ 对今年的创业者来说，Agent 赛道新的机会在哪里？ 全球数据研究专业机构 CB Insights 最近发布了一份《AI Agent Bible》报告，系统地梳理了 Agent 行业的全景概况，梳理了来自 26 个细分领域的 170 多 家具有发展潜力的 AI Agent 创业公司，包括 Agent 基础设施、技术栈、以及不同垂直行业应用的具体情况。 很适合用来了解 AI Agent 的产业现状，以及未来的发展趋势和机会。 几点核心观察： 原报告：https://geek.feishu.cn/file/JexLbZ4G8oehthxcBmUc7R2YnGD 点击文末「阅读原文」，也可获取。 ⬆️关注 Founder Park，最及时最干货的创业分享 超 15000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 未来 2 年的趋势预测：语音将成为 Agent 主流交互方式、A ...

OpenAI 最近有了不少新变化。 在加入 OpenAI 之际，Sam Altman 对她的评价非常高： Fidji 罕见地融合了领导力、产品和运营专业知识。我希望，她的到来能给 OpenAI 业务带来 10 倍、甚至百倍的增长。 Simo，能给 OpenAI 带来什么？ 在回顾了 Simo 过往的几段经历，除了专业能力和广告变现经验外，我们发现了一个共通点：Simo 能基于已有的业务情况，通过挖掘各方的需求、关 系，精准找到商业化变现的机会点。 这也许是 OpenAI，现在最期待的能力。 ⬆️关注 Founder Park，最及时最干货的创业分享 ChatGPT Pulse、 Altas 浏览器、Sora App、应用生态系统...... 以及拆分非盈利主体，完成资本重组。 为规模化、商业化铺路，是最明显的趋势。OpenAI 正在全力转向消费级产品。 这和 OpenAI 最近新上任的一位高管脱不开关系：App 业务 CEO，Fidji Simo。 Fidji Simo，40 岁，从法国小镇的渔民女孩，一路走到硅谷科技圈高管位置。不过她的形象并不符合传统的「硅谷工程师印象」，以鲜艳的口红和独特的 服饰风格闻名 ...

Core Viewpoint - The article argues that the notion of "AI Browser = OS" is fundamentally flawed, emphasizing that while AI browsers may exhibit functionalities similar to operating systems, they do not possess the core responsibilities and capabilities that define an OS [6][9][23]. Group 1: AI Browsers and Their Capabilities - AI browsers like Dia, Comet, and ChatGPT Atlas are emerging as significant players in the AI landscape, with traditional browsers like Chrome and Edge also adopting AI features [3][7]. - The capabilities of AI browsers have expanded to include functionalities that were traditionally associated with operating systems, such as PWA, Service Worker, and background synchronization [7][9]. - Despite these advancements, AI browsers lack essential OS functions such as process scheduling, memory management, and system calls, which are critical for true operating system classification [9][11][15]. Group 2: Definition and Future of AI Browsers - The article suggests that a more appropriate term for the operational layer of AI browsers would be "Agent Operating Layer" (AOL), which focuses on orchestration, permissions, and state management [16][23]. - Future developments may lead to a "universal container" model for AI browsers, allowing for better integration with various AI models and APIs, thus enhancing their functionality [18][22]. - The shift from a model-centric approach to a capability-centric approach is anticipated, where the focus will be on defining stable and governable capabilities rather than merely upgrading models [22][23].

旧金山的超级独角兽， Brex，一家 金融科技公司，做 Startup 内部的商业信用卡和现金管理平台。他们在公司内部运营的 AI 化上，非常非常激进，几乎完 全实现了流程自动化。 Brex 创立于 2017 年，YC 系，已经完成超过 10 轮融资，估值 123 亿美金，累计融资超 15 亿美金，包括老虎环球和 DST 等投资方。 2025 年，Brex 预计收入超过 5 亿美金，实现正向循环，为接下来的 IPO 铺路。 Brex 的 AI 战略分为四个部分： 两位业务 leader 共同发力，把 AI 核心能力最大化地在公司内部落地。一个反直觉地操作是， 把内部 AI 平台当成产品来做，同时与外部产品打通。 直接复 用 Brex 外部产品 AI 能力，来搭建内部平台，让所有员工都能成为「超级用户」，在日常工作中测试、验证和创新。 随着内部运营的全面转型，Matias 发现，AI 不仅仅是提效，而是改变了公司增长的「Scalling Law」。 Matias 提出了预测：「我认为我们的运营效率可以 提升 5 到 10 倍」。 在这篇文章中，Reggio 和 Matias 详细地分享了内部 AI 平台是如何做 ...

Core Insights - VideoTutor, an AI-driven educational platform targeting K12 students, has successfully raised $11 million in seed funding, marking a significant achievement for a startup founded by college students [2][3] - The platform aims to address the pain points in SAT and AP exam preparation through personalized, visual learning experiences [4][10] Funding and Market Position - The seed round was led by YZi Labs, with participation from notable investors including Baidu Ventures and Amino Capital [2][3] - VideoTutor's approach has garnered strong market validation, achieving product-market fit (PMF) within five months of launching its first version [3][10] Product Development and Technology - The core technology of VideoTutor is its animation engine, which allows for precise rendering of complex mathematical concepts, crucial for subjects like calculus [11][14] - The platform differentiates itself by focusing on active learning scenarios, as opposed to passive homework help, thus catering to the inherent motivation of students preparing for exams [14][20] User Engagement and Feedback - VideoTutor has received over 1,000 API requests from educational institutions, indicating strong interest and demand for its services [20] - The platform's user base shows a high willingness to pay, with parents and students actively seeking its services due to the high costs associated with traditional tutoring [23][24] Competitive Landscape - The educational technology sector is witnessing a shift towards AI-driven solutions, with VideoTutor positioned to capitalize on this trend by offering a cost-effective alternative to traditional tutoring [17][19] - The company aims to expand its reach beyond the U.S. market to other regions like Canada and the UK, where similar educational needs exist [25] Team and Growth Strategy - The founding team consists of experienced individuals with a strong background in AI and education, enhancing the company's execution capabilities [5][12] - VideoTutor plans to expand its team, focusing on hiring experienced engineers and product managers to accelerate product development and market penetration [66][67] Future Outlook - The company envisions becoming a leading AI educational platform for STEM subjects, aiming to replicate the success of language learning platforms like Duolingo in the math and science domains [55] - VideoTutor's growth strategy emphasizes user-generated success stories and word-of-mouth marketing to drive adoption among students and parents [49][51]

Core Insights - The article discusses the rapid growth of a tech startup in Europe, highlighting its impressive metrics such as an ARR of $100 million and a valuation of $1.8 billion after just eight months of product launch [2][3]. - It emphasizes the importance of distribution strategies in product growth, arguing that having a good product alone is not sufficient for success [10][11]. Growth Strategies - The core of a growth team is to solve distribution issues, and successful companies often utilize loops for growth, focusing on customer acquisition and retention [6][14]. - The article critiques traditional growth strategies like SEO and social media, stating they have become ineffective due to changing consumer habits [21][25]. Product Experience and User Engagement - A strong initial user experience is crucial for word-of-mouth marketing, as satisfied users are likely to share their experiences on social media [19][20]. - The article suggests that companies should view free products as part of their marketing budget rather than a cost center [6][30]. Changes in the Market Landscape - The rise of AI has significantly altered the growth landscape, with many companies experiencing a drastic decline in customer acquisition through traditional channels [24][25]. - The article notes that the ease of AI programming has made previously competitive features less valuable, as users can now create their own tools [26]. Future Growth Strategies - Companies are encouraged to adopt product loops as a future direction for distribution growth, treating the product itself as a marketing channel [30]. - The article outlines eight key strategies for future growth, including leveraging user data, building a strong brand through product interactions, and utilizing social media for direct engagement with customers [33][35][38].

Core Insights - MAI, a marketing AI agent company, has raised $25 million in seed funding led by Kleiner Perkins, with participation from other investors [3][7] - The company aims to address the challenges faced by small and medium-sized enterprises (SMEs) in utilizing advertising platforms like Google Ads effectively [5][6] Group 1: Product and Market Positioning - MAI's first product, "Google Ads Agent," is designed to enhance advertising effectiveness for brands by leveraging their data for better ad spending and conversion rates [6][7] - The AI agent operates 24/7, automatically managing ad campaigns, adjusting spending, and optimizing performance in real-time [9][11] - MAI has reportedly helped clients achieve over 40% sales growth and manage millions of dollars in monthly Google Ads spending autonomously [7][11] Group 2: Technology and Innovation - The platform integrates deeply with unique business data, allowing for real-time multi-variable optimization and proactive issue detection [11][16] - MAI's approach democratizes access to advanced advertising technology, enabling SMEs to compete with larger firms without needing extensive technical teams [14][17] - The advent of generative AI allows for customized marketing solutions tailored to individual business needs, enhancing overall efficiency [18][19] Group 3: Investor Perspective - Investors are attracted to MAI's potential to disrupt the marketing landscape dominated by large corporations, recognizing the founders' deep expertise in advertising technology [23] - The integration of AI into marketing decision-making processes is seen as a transformative step, moving away from traditional experience-based strategies to data-driven optimization [23]