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速递|​“让AI像人类一样协作”:Relevance AI融资3700万美金,打造企业“数字员工”流水线​​
Z Potentials· 2025-05-07 05:13
图片来源: Relevance AI 随着 AI Agent 在工作场所日益普及,个人可能会与之紧密协作。波士顿咨询集团报告指出,未来五 年内, AI Agent 市场预计将以 45% 的复合年增长率扩张。 如同人类员工一样, AI Agent 可通过入职培训学习各类岗位技能,获取公司信息与业务背景,并融 入工作流程。此外,不同于传统自动化工具, AI Agent 具备持续优化与适应操作模式的潜力。 总部位于旧金山和悉尼的初创企业 Relevance AI 致力于开发 AI Agent " 操作系统 " ,帮助企业构建 AI Agent 团队,近日完成由 Bessemer Venture Partners 领投的 2400 万美元 B 轮融资。现有投资方 King River Capital 、 Insight Partners 和 Peak XV 继续跟投,使公司融资总额达 3700 万美元。本轮 估值未予披露。 此次融资距该公司完成 A 轮融资约一年半。 Relevance 表示其增长迅猛,仅 2025 年 1 月就有 4 万个 AI Agent 在其平台注册。客户包括 Qualified 、 Activ ...
速递|OpenAI领投AI编程工具Cursor,估值半年翻3倍至90亿美元,ARR突破2亿美元​​
Z Potentials· 2025-05-06 02:59
图片来源: Cursor AI Anysphere 成立于 2022 年,由四位20多岁的 MIT 数学与计算机科学专业学生共同创办。今年1月,公司曾以 25亿美元估值 完成1.05亿美元融资,当时投资 方亦包括 Thrive 和 Andreessen Horowitz。 此次估值大幅提升,主要得益于其年度经常性收入(ARR)的快速增长:截至4月,ARR 已达到 2亿美元 ,使其成为软件行业增长最快的公司之一。 不过,如此激进的估值提升也再度引发部分投资者对 AI 公司估值可持续性的担忧,尤其是在近期二级市场波动背景下。 此前 OpenAI 的估值在3月飙升至 2600 亿美元 ,软银还承诺将牵头对其进行 400 亿美元 投资。 与此同时,两家由 OpenAI 前高管创立的初创公司也在筹备大额融资:Ilya Sutskever 创办的 Safe Superintelligence(SSI)已获得 300 亿美元估值。 Mira Murati 创立的 Thinking Machines Lab 正计划以 100 亿美元估值 融资 20 亿美元 。 两家公司目前尚未推出正式产品。 Cursor 因其 AI 编程工 ...
速递|击败DALL-E和Midjourney,Recraft完成3000万美元B轮融资,ARR超500万美元,用户数达400万
Z Potentials· 2025-05-06 02:59
Core Insights - Recraft, a startup behind a competitive image model, has raised $30 million in Series B funding led by Accel, following a successful $12 million Series A round in 2024 [1][2] - The company has surpassed $5 million in annual recurring revenue (ARR) and has reached 4 million users [1] - Recraft's model, known as "red_panda," excelled in the Artificial Analysis benchmark, outperforming established competitors like OpenAI's DALL-E and Midjourney [1] Company Overview - Recraft builds its own AI model from scratch, competing with other image generators such as Midjourney, Adobe Firefly, and Stable Diffusion [2] - The AI is particularly effective in generating brand-specific images, allowing for precise logo placement and the creation of marketing materials that adhere to existing brand guidelines [2] - The company aims to position itself closer to design tools like Canva, which also features an AI generator for brand promotion [2] Leadership and Background - Anna Veronika Dorogush, the founder and CEO of Recraft, has a background in machine learning from Yandex and experience at Google and Microsoft [2] - Dorogush's previous career as a model and her academic background in mathematics and computer science have influenced her approach to building the AI model [2] - She emphasizes the importance of excellence in key tasks for startup success, particularly in model development [3]
深度|AI勘探初创KoBold Metals联创Josh:未来矿业竞争核心是预测能力与不确定性建模
Z Potentials· 2025-05-06 02:59
Core Insights - KoBold Metals is revolutionizing mineral resource exploration using artificial intelligence, making the process more efficient, precise, and scalable [2][3] - The company invests over $100 million annually across 70 projects on four continents, focusing on metals essential for batteries and AI-driven businesses, such as lithium and copper [3][4] Group 1: Company Operations - KoBold's operations focus on mineral exploration rather than mining, as exploration offers greater value creation and economic benefits [5][6] - The company employs a comprehensive technology stack that includes sensors for data collection, data systems for integration, and predictive models to enhance exploration capabilities [4][6][15] - KoBold's exploration projects are primarily in North America, Europe, Australia, and Africa, with a strong emphasis on copper, lithium, and nickel [12][13] Group 2: Data Utilization - The company utilizes a vast array of geological data, including satellite imagery, airborne surveys, and historical geological reports, to identify potential mineral deposits [7][8][10] - KoBold combines structured and unstructured data to improve predictive modeling, allowing for better decision-making in exploration [15][19] - The integration of various data types enhances the company's ability to make informed predictions about mineral locations [19][20] Group 3: Economic Viability - The economic viability of a mining project is determined by its mineral concentration and scale, with high-grade deposits offering significantly lower operational costs [14][21] - KoBold aims to control the average discovery cost per successful project between $50 million and $100 million, which is a competitive target in the industry [22][23] - The company believes that the real scarcity lies in high-quality mineral deposits rather than funding, as good projects always attract buyers [23][24] Group 4: Industry Challenges - The exploration success rate in the industry has decreased significantly over the past 30 years, with current estimates suggesting a success rate of around 0.5% [21][22] - Regulatory challenges and community relations are critical factors in the feasibility of mining projects, requiring companies to establish strong local partnerships [11][12] - Despite the challenges, there are still underexplored regions with significant potential for mineral discovery, particularly in areas like Zambia and the Democratic Republic of the Congo [24][25] Group 5: Philosophical Approach - KoBold emphasizes a philosophical approach to exploration, focusing on making clear, falsifiable predictions and embracing uncertainty in data collection [34][35] - The company's exploration philosophy includes maintaining multiple hypotheses and using data to reduce uncertainty, which is central to its operational strategy [35][36] - The integration of philosophical thinking into business practices helps guide decision-making and enhances the company's predictive capabilities [36][37]
独家|「蓝霄航空」完成天使++轮融资,增程式倾转旋翼eVTOL领跑低空货运赛道
Z Potentials· 2025-05-06 02:59
近日,国内首家增程式倾转旋翼 eVTOL货运无人机制造商「蓝霄航空」宣布完成天使++轮融资 , 本轮由初心资本领投,老股东联想之星、戈壁创投超额 跟投,澜松资本担任长期独家财务顾问。 至此,蓝霄在半年内完成天使轮、天使 +轮及天使++轮三轮融资,累计融资额达近亿元。这家成立仅半年的企 业,以"军品研发体系+汽车供应链"的颠覆性模式,创下国内低空经济领域早期项目融资速度和金额新纪录,成为2025年低空经济赛道超级现象级企业。 动力系统局限:纯电 eVTOL航程普遍低于150公里,难以覆盖城际物流需求(平均运输距离800公里); LX-1 效果图 1 行业拐点:低空经济爆发前的窗口期 在中央空管委正式批复《国家低空经济示范区建设方案》、六大试点城市启动低空改革试点的政策背景下,中国低空经济正从概念验证迈向规模化商业应 用。摩根士丹利预测, 2040年全球eVTOL市场规模将突破1.3万亿美元,其中货运场景占比超60%。然而,当前行业面临三大核心瓶颈: 适航认证风险:载人 eVTOL需满足FAA/EASA/CAAC最严苛适航标准,取证周期长达5-8年; 成本控制难题:主流机型吨公里成本高昂,是传统货运直升机的 3倍 ...
速递|英伟达称中国AI能力卓越,反驳Anthropic编造“龙虾走私”荒诞剧无意义
Z Potentials· 2025-05-05 03:41
图片来源: Anthropic 英伟达发言人声明中补充道:"中国拥有全球半数 AI 研究人员,在 AI 技术栈各层级都具备顶尖人 才。美国不可能通过操纵监管机构来赢得 AI 竞赛。" 出口限制将冲击英伟达的全球收入流。该公司近期表示,针对在中国销售的 H20 AI 芯片实施的新许 可要求,可能导致其 2026 财年第一季度损失 55 亿美元收入。 " Anthropic 坚持其最近提交的公开声明,"一位 Anthropic 发言人向 TechCrunch 表示。 参考资料 Anthropic 于上周 进一步强化了对美国商务部"人工智能扩散框架"的支持,该框架将从 5 月 15 日起 实施全面的 AI 芯片出口限制。 https://techcrunch.com/2025/05/01/nvidia-takes-aim-at-anthropics-support-of-chip-export-controls/ 次日,英伟达对即将实施的管控措施给出了截然不同的回应, 英伟达对 Anthropic 支持芯片出口管制 措施提出异议。 英伟达发言人向 CNBC 表示:"美国企业应专注于创新并迎接挑战,而非编造大型、笨重 ...
速递|Meta文件公开: 生成式AI收入可至万亿美元,2025年AI预算破10亿美元
Z Potentials· 2025-05-05 03:41
Core Insights - Meta predicts that its generative AI products will generate between $2 billion to $3 billion in revenue by 2025, and this figure could rise to between $460 billion to $1.4 trillion by 2035 [1] - The company has signed revenue-sharing agreements with firms that host its open-source Llama model collection and has launched an API for customizing and evaluating Llama models [2] - Meta's budget for generative AI is projected to exceed $900 million in 2024 and may surpass $1 billion in 2025, excluding infrastructure costs [3] Group 1 - Meta's generative AI revenue forecast for 2025 is between $2 billion to $3 billion, with a long-term projection of $460 billion to $1.4 trillion by 2035 [1] - The company has launched an API for its Llama model and signed revenue-sharing agreements with hosting companies [2] - Meta's investment in generative AI is substantial, with a budget exceeding $900 million in 2024 and potentially over $1 billion in 2025 [3] Group 2 - Meta's planned capital expenditure for 2025 is between $60 billion to $80 billion, primarily for building large-scale data centers [3] - The company has discussed spending over $200 million to acquire training data for Llama, with around $100 million allocated for book purchases [3] - Meta has faced allegations of unauthorized use of copyrighted materials for training its AI models, which it disputes [4]
Z Product|被Meta收购后再创业,Sesame突破语音“恐怖谷”,a16z押注,“让AI听懂人心,让沟通回归自然”
Z Potentials· 2025-05-05 03:41
图片来源: Sesame 官网 Z Highlights 01 告别屏幕: Sesame 开启语音交互新时代 过去几十年来,人机交互的每一次革新都试图抹平数字与现实之间的鸿沟。从早期的键盘、鼠标到如今的触摸屏,人们不断追求更自然、更直观的交互体 验。然而,智能手机横空出世重塑交互逻辑的十几年来,我们被困在了玻璃屏幕筑成的围墙中,所有的操作都依赖于十指在键盘与屏幕之间穿梭。 下一个交互逻辑革命的突破口在哪儿? —— 语音,这个根植于人类文明基因的沟通方式,理应成为下一代交互范式的破局点。然而语音在人机交互领域却 显得有些滞后,除了简单的功能性指令,我们很难体验到如同真人对话般的流畅与自然。 人工智能的飞速发展为语音交互带来了新的曙光,当强大的 AI 算法与精巧的硬件设备完美结合,语音的生成理解能力突飞猛进为真正自然的人机交互界面 揭开了神秘的面纱。在这股革命浪潮下, Sasame 公司于 2022 年正式成立,怀揣着 " 让 AI 听懂人心,让沟通回归自然 " 的愿景,致力于打造一种全新 的、自然流程的人机交互体验 ,解决现有语音交互中理解不准确、沟通不流畅、应用场景受限等问题, 通过可穿戴设备提供高品质音频, ...
速递|00后哈佛辍学打造政治人物跟投交易平台,Dub斩获3000万美元A轮融资
Z Potentials· 2025-05-04 05:11
此次融资距平台正式上线仅一年,印证了创始人 Steven Wang 此前向 TechCrunch 透露的扩张计划。 这位23岁的哈佛辍学生打造的 App 下载量已突破100万次,其核心模式是 允许用户一键复制顶尖交易 者的投资策略 。 "让平民投资者享有顶级资源"在一份新闻稿中,Steven Wang如此阐述愿景:"超级富豪长期独占专 业基金经理资源,如今Dub要将这种优势带给普通投资者。" 这位自称"二年级开始炒股"的创始人在 近期TechCrunch播客中直言:"我们的目标是成为投资界的TikTok——用极简操作消弭专业门槛。" Dub的病毒式传播得益于其特色功能:用户可订阅实时追踪美国政要公开持仓的"政治组合包",例如 众议院前议长 南希·佩洛西 披露的交易动向。 利用政治人物持仓追踪引爆社交裂变,该平台采用订阅 制收费,月费10美元。 图片来源: Unsplash 主打"重塑Z世代投资方式"的跟单交易平台 Dub 今 日宣布完成3000万美元A轮融资,使其累计融资额 攀升至4700万美元。 这笔交易由 Notable Capital 和 Neo ( 本刊近期深度报道的加密基金)共同领投,跟投方包括 S ...
速递|苹果AI生态再添盟友,借力Anthropic打造编程平台
Z Potentials· 2025-05-04 05:11
图片来源: Anthropic 据彭博社报道,苹果与 Anthropic 正联手打造一款"氛围编程"软件平台,该平台将利用生成式 AI 为 程序员编写、编辑和测试代码。 为加速 AI 布局,苹果似乎正在构建合作伙伴网络。 OpenAI 的 ChatGPT 已为其 Apple Intelligence 功能提供支持,苹果表示未来可能加入谷歌 Gemini 作为备选方案。 如今 Anthropic 或将协助苹果内 部代码编写。 在开发者群体中, Anthropic 公司最新的 Claude 模型尤其受到编程任务的青睐,特别是在 Cursor 和 Windsurf 这类氛围编程平台上。 参考资料 https://techcrunch.com/2025/05/02/apple-and-anthropic-reportedly-partner-to-build-an-ai-coding-platform/ 我们正在招募新一期的实习生 -----------END----------- 报道指出, iPhone 制造商计划内部推出该软件,但尚未决定是否公开上市 。该系统是苹果编程软件 Xcode 的新版本,并依赖于 An ...