图片来源： 20VC Z Highlights Harry Stebbings： 欢迎收看20VC节目，这是一个采访世界上最佳创始人和投资者的节目。今天我们请到了AI和NLP（自然语言处理）领域的顶级专家 Noam Shazeer。Noam是Character.AI的联合创始人兼CEO，这是一家全栈AI计算平台，旨在为人们提供灵活的超级智能。 Noam，非常兴奋能和你一起聊天！我从很多不同的人那里听到了关于你的许多好话，Eric Schmidt、Sarah Wang、Prajit等人都推荐过你，非常感谢你今天 加入我们。 Noam Shazeer： 谢谢。很高兴能在这里，Harry！ Harry Stebbings： 我想先从一些背景开始，因为很少有人能在Google这样一个快速扩张的公司待上20年。首先，我想回顾一下你是如何加入Google的。听 说你加入的故事有些特别，能告诉我一下"spelling corrector"的故事吗？ Noam Shazeer： 是的，那是我在Google做的第一个项目。那时候，Google使用的是第三方软件做拼写校正，类似于当时你在文字处理软件里可能会遇到的 那种。它基于一 ...

Core Insights - Gravitee is a platform designed to help businesses manage their APIs and other digital traffic pipelines, having raised $60 million in a Series C funding round led by Sixth Street Growth, with participation from Riverside Acceleration Capital and Albion VC. This new funding brings Gravitee's total funding to over $125 million, with plans to develop new product features and expand into new markets [1][2]. Group 1: Company Overview - Gravitee was co-founded in 2015 by Rory Blundell and a team of developers, initially as an open-source project that quickly transitioned into a commercial entity, now supporting its free software through paid services [1]. - The platform can be deployed in local environments, self-hosted, or as part of its Software as a Service (SaaS) offering, featuring API design tools, pre-deployment testing capabilities, and a dashboard for visualizing API deployment components [2]. Group 2: Market Position and Competition - Gravitee's competitors include Blobr, which offers enterprise-level API monetization software, and StepZen, known for its technology that connects and visualizes various APIs [2]. - The company's differentiation lies in its support for both asynchronous APIs (which return data with a delay) and synchronous APIs (which return data immediately), a feature not offered by some competitors [2]. Group 3: Financial Performance - Gravitee currently has hundreds of clients, including notable companies such as Blue Yonder, Michelin, Roche, and Tide, with an annual recurring revenue of $22 million for the fiscal year 2024 [2]. - The company has approximately 130 employees and plans to expand its workforce to around 200 by the end of the year [3].

Core Viewpoint - Anthropic has launched two new AI models, Claude Opus 4 and Claude Sonnet 4, claiming they perform among the best in industry benchmarks, particularly optimized for programming tasks [1][3][4]. Model Performance and Features - Claude Opus 4 and Sonnet 4 are designed to analyze large datasets, execute long-term tasks, and perform complex actions, with Opus 4 being the more powerful model [1][4]. - Sonnet 4 is positioned as a direct replacement for Sonnet 3.7, showing improvements in programming and mathematical tasks, and better adherence to instructions [4]. - Both models are capable of parallel tool usage and can switch between reasoning and tool use to enhance answer quality [8]. Pricing and Accessibility - Opus 4 is available only to paid users, priced at $15 per million tokens for input and $75 for output, while Sonnet 4 is priced at $3 for input and $15 for output [1]. - Token is defined as the basic data unit processed by AI models, with 1 million tokens approximately equating to 750,000 words [1]. Revenue Goals and Financial Backing - Anthropic aims to achieve $12 billion in revenue by 2027, a significant increase from the projected $2.2 billion for this year [3]. - The company has secured $2.5 billion in credit financing and raised billions from Amazon and other investors to support the development of advanced models [3]. Competitive Landscape - Anthropic faces stiff competition from companies like OpenAI and Google, which are also developing powerful AI models and tools [3][4]. - Despite recent advancements, Anthropic acknowledges that its models do not outperform competitors in every benchmark [4]. Internal Testing and Security Measures - Opus 4 has undergone rigorous internal testing, revealing potential risks in enhancing capabilities related to STEM fields, prompting the implementation of stricter security measures [7]. - The models are described as "hybrid," capable of both immediate responses and deep reasoning, with a user-friendly summary of their thought processes [7]. Development and Updates - Anthropic is committed to more frequent model updates to continuously provide improvements and maintain a competitive edge [10]. - Early tests indicate that Opus 4 can operate independently for extended periods, with a notable example of optimizing open-source code for 7 hours [10].

此次贷款和融资活动表明，投资者对人工智能领域过度投入的担忧甚微。周三，数据中心建造商 CoreWeave 通过高收益债券发行筹集了 20 亿美元。 根据内部人士透露，摩根大通已同意向在德克萨斯州阿比林建设 OpenAI 巨型人工智能数据中心园区 的企业提供超过 70 亿美元的贷款。 这笔贷款意味着由甲骨文和 Crusoe 参与的巨型数据中心项目已获全额资金支持。这笔与摩根大通的 交易此前未被报道，反映出贷款方和投资者对支持开发先进 AI 软件所需实体基础设施的持续兴趣。 该银行已向开发阿比林数据中心的公司提供了 23 亿美元贷款，用于项目初期阶段。这笔新的 70 亿美 元贷款将完成数据中心的建设资金筹措。 该中心建成后将成为全球最大数据中心之一，包含八栋建筑， 每栋造价 14 亿美元。这些数据中心总 共可容纳 40 万块英伟达芯片。 该项目由多家公司联合开发，供 OpenAI 使用。实际建设由数据中心开发商 Crusoe 负责，资产管理 公司 Blue Owl 和投资基金 Primary Digital Infrastructure 部分持有其所有权。 甲骨文已同意租赁该设 施 15 年，随后会将芯片转租给 ...

推荐语 本期，我们非常荣幸地邀请到地瓜机器人创始人兼 CEO 王丛。 王丛曾担任地平线 AIoT 及机器人事 业部负责人，带领地瓜机器人从地平线独立而出，专注于打造机器人行业的「 Wintel 生态」。 在 AI 与机器人技术加速融合的浪潮中，地瓜机器人以 " 在无人竞争之地寻找突破 " 的独到战略，致 力于构建一个开放且赋能的机器人基础设施平台。作为一家不生产机器人本体、却服务于所有机器人 厂商的企业，它的创新模式令人瞩目。 我们与王丛探讨了机器人行业的三大增长曲线、技术与市场的节奏把控、中国在全球机器人竞争中的 独特优势，以及科技企业如何在不确定性中寻找到稳健增长的路径。王丛将存在主义哲学思考融入商 业实践，以一位技术创业者的视角，诠释了对 " 无限游戏 " 的独到理解 —— 超越局限，不断驱动机 器人智能化的迭代与创新。让我们一起走进王丛和地瓜机器人的故事， Enjoy! : ） 01 无人区破局：地瓜机器人从 AIoT 到机器人赛道的豪赌 ZP ： 请王总先介绍一下自己吧！ 在中国，伟大的公司需要在判断战略与 timing 非常准确，就像华为、理想、小米，它们都拥有非 常强的深度战略能力与组织能力，技 ...

https://techcrunch.com/2025/05/21/lm-arena-the-organization-behind-popular-ai-leaderboards-lands-100m/ 编译： ChatGPT 图片来源： LM Arena LM Arena 是一个众包基准测试项目，各大 AI 实验室依赖其测试和推广自家 AI 模型。据彭博社报 道，该项目已在种子轮融资中筹集 1 亿美元 ，估值达 6 亿美元。 a16z（ 安德森 ·霍洛维茨基金 ） 和加州大学投资管理公司（负责管理加州大学投资组合）共同领投 本轮融资；光速创投、 Felicis 风投和凯鹏华盈也参与了投资。 LM Arena 创立于 2023 年，已成为 AI 行业的现象级平台。该平台主要由加州大学伯克利分校的研究 人员运营，已与 OpenAI 、 Google 和 Anthropic 等公司合作，将其旗舰模型开放给社区进行评估。 LM Arena 此前通过赠款和捐款相结合的方式获得资金，包括来自谷歌 Kaggle 数据科学平台、 a16z 以及 Together AI 的资助。 近期，它被部分研究人员指控协助顶级 AI ...

据知情人士透露，由于去年第四季度签署的协议， OpenAI 已持有 io23% 的股份。 为收购剩余股 份， OpenAI 将支付 50 亿美元股权。 OpenAI 初创基金也是 io 的投资方之一。该交易预计将于今夏 完成。 直接了解投资情况的知情人士称， io 的其他投资方包括 Emerson Collective 、 Sutter Hill Ventures 、 Thrive Capital 、 Maverick Capital 和 SV Angel 。 目前尚不清楚 io 与 OpenAI 正在开发的消费级设备具体会是什么形态。根据《 The Information 》此 前报道称， 潜在设计方案包括无屏幕的"手机"和具备 AI 功能的家用设备。 该媒体最早披露阿尔特曼与艾维正合作开发一款设备 ，且 io 正在洽谈从 Emerson Collective 和 Thrive Capital 融资 。 参考资料 https://www.theinformation.com/briefings/openai-acquires-ex-apple-designer-jony-ives-ai-device-sta ...

图片来源： Siro 越来越多的会议开始配备 AI 记录员，它能转录通话内容并提供行动事项。 Siro 希望为一线面对面与 客户交谈的销售人员提供同样的服务。 该公司周三宣布已完成由 SignalFire 领投的 5000 万美元 B 轮融资， Dick Costolo 与 Adam Bain 的 风险投资公司 01 Advisors 参与跟投。 创始人 Jake Cronin 创立 Siro 的灵感源于大学时期的一段经历。某个暑假，他可以选择在游乐园打工 或挨家挨户推销厨刀。他选择了后者并赚取了可观收入。次年，他开设办事处雇佣其他销售代表推销 刀具，但发现自己无法亲临现场指导所有初级销售员。 https://techcrunch.com/2025/05/21/siro-lands-50m-from-signalfire-to-expand-its-ai-powered-coaching-solution-for-on-ground- sales-reps/ 几年后，在麦肯锡工作期间，克罗宁开始着手创建 Siro ——亲自编写核心产品代码。 "当我经营刀具销售办公室时，我意识到很多销售工作是手工完成的，好的软 ...

Core Viewpoint - The article highlights the emergence of innovative AI-driven tools aimed at enhancing productivity, compliance, and information management across various sectors, particularly focusing on startups and knowledge workers [6][11][19]. Group 1: AI Meeting Tools - Notion AI Meeting Notes is an AI meeting assistant that automatically transcribes meeting audio into structured notes, targeting product managers and remote teams to improve meeting efficiency and task management [6][7]. - Shadow is a non-intrusive AI meeting tool that automates meeting transcription and task assignment without requiring a robot to attend, addressing privacy concerns and improving follow-up efficiency [33][34]. Group 2: Compliance Automation - Probo is an open-source compliance automation platform designed for startups, enabling them to complete certifications like SOC2 in a week, significantly reducing the time and cost associated with traditional compliance processes [11][12]. Group 3: Productivity and Information Management - Inkr 2.0 is a real-time transcription tool that converts audio into structured notes and enables intelligent search, catering to journalists and content creators [14][16]. - Syft AI is a personalized news aggregation platform that allows users to define topics of interest and receive concise summaries from authoritative sources, aimed at knowledge workers and analysts [19][21]. Group 4: Sales Automation - FirstQuadrant is an AI-driven B2B sales automation platform that enhances sales process efficiency and ensures timely follow-up on sales opportunities, targeting SaaS companies and startups [25][26]. Group 5: Development Tools - Gadget is an AI-powered integrated development environment (IDE) that automates the entire application development process, aimed at web developers and tech startups [29][30]. - Bugster is an AI-driven automated testing tool that converts user workflows into test cases, significantly reducing the time required for manual test script creation [43][44]. Group 6: No-Code Development - NotionApps 2.0 is a no-code platform that allows users to build web applications based on Notion databases, targeting startups and non-technical users to streamline application development [38][39]. Group 7: UI Design - Magic UI 2 is an open-source UI component library designed for designers and front-end developers, providing over 150 animation components to enhance web design efficiency [47][48].

Perplexity 去年创造了 3400 万美元的收入。然而，其在 AI 模型、其他网络服务及其他开支上的花费 远超该收入，去年净消耗现金达 6500 万美元。 参考资料 图片来源： Perplexity 据 The Information 5 月19日消息 ，成立仅三年、融资近 9 亿美元的 Perplexity ，正利用部分风投资 金收购困境初创企业或雇佣其员工。 Perplexity 收购了专注开发无干扰浏览器的六年老牌企业 Sidekick ，并聘用了由谷歌中国前负责人李 开复创立的 Rhymes AI 公司员工。 这些此前未被报道的收购与招聘事件，揭示了部分 AI 初创公司如何能在对许多小型初创企业仍显严 峻的融资环境中，有效利用其现金储备。 职业人士社交网站 Read.cv 于一月份宣布，在结束自身运营后加入 Perplexity 。 我们正在招募新一期的实习生 -----------END----------- 我们正在寻找有创造力的00后创业者 关于 Z Potentials https://www.theinformation.com/briefings/perplexity-buys-b ...