图片来源： Perplexity 人工智能驱动的搜索引擎 Perplexity 在过去一年中，迅速增加了订阅收入和用户数量，尽管面临谷歌和 OpenAI 免 费 AI 搜索工具的激烈竞争。此前未公开的财务数据显示了这种增长的成本。 • 公司去年创造了 3400 万美元的收入，搜索处理量仅为OpenAI的1/25，谷歌的1/900。 • 折扣金额接近订阅销售额的一半截至 2024 年年底，近26万用户（即160万订阅者中的16%）为其付费。 • OpenAI 、 Anthropic 及网络服务成本支出超 5700 万美元 根据财务文件， Perplexity 去年创造了 3400 万美元的收入。 但由于在云服务器和 Anthropic 及 OpenAI 的 AI 模 型上投入巨大（这些模型为搜索引擎的许多答案提供支持），公司消耗了约 6500 万美元现金。 这家旧金山初创公司凭借稳定的风险资本供给实现了快速增长。 Perplexity 正洽谈以 140 亿美元估值融资 5 亿美 元，这将是其一年内第四轮融资——去年底账面资金约达 8.5 亿美元。 充裕资金也使其具备收购其他初创公司的实力，从而扩充工程师团队。 ...

图片来源： Firecrawl 由 Y Combinator 支持的初创公司 Firecrawl 再次开始招聘 AI 智能体员工。 正如二月份报道的那样， 其首次尝试并未找到值得雇用的 AI 。 但该公司现在已在 YC 的招聘板上发布了三则新的广告 ，专门针对 " 仅限 AI 智能体 " ，并为此预留 了总计 100 万美元的预算。创始人 Caleb Peffer 告诉 TechCrunch ，新职位发布约一周后，已收到约 50 份申请。 Firecrawl 提供了一款网络爬虫工具，专门为 LLMs 抓取网站数据。 Peffer 承认，这是 AI 生态系统中 一个灰色地带， 行为不当的网络爬虫有时会像 DDoS 攻击一样冲击网站 。但他表示， Firecrawl 通过 尝试引入一些防护措施而获得了欢迎。 例如，其许多客户是企业为了内部 LLM 使用而抓取自身数据。正如他所言，一些网站希望其数据能 像谷歌链接一样被纳入聊天机器人响应中。此外， 该工具遵循 robot.txt 设置 ，并可设定为仅抓取公 开网站一次后与他人共享数据。 因此，一则招聘启事寻求一位 " 永不休眠且持续产出 " 的内容创作代理，该角色将 ...

Core Viewpoint - The article discusses the vision of Wang Dengke, a non-typical entrepreneur, who aims to leverage AI to provide emotional value to users through a product called "Duxiang" [1][11]. Group 1: Entrepreneur Background - Wang Dengke identifies as a non-typical entrepreneur, emphasizing his stable emotions and early exposure to philosophical ideas that shaped his perspective on life [2][6]. - His journey began with a passion for coding and the internet, leading him to start his first company in Beijing after college [3][9]. Group 2: Product Overview - "Duxiang" is an AI companionship product that allows users to interact asynchronously, avoiding direct conversation to enhance emotional connections [12][15]. - The product primarily targets young female users, providing them with a platform to document their lives while building relationships with AI characters [12][19]. Group 3: Industry Insights - The AI companionship industry has seen significant attention but faces challenges such as product homogeneity and user retention issues [13][19]. - Many existing products focus on direct interaction, which can lead to user fatigue and diminished emotional engagement [15][17]. Group 4: Company Progress and Future Plans - Duxiang has achieved initial product-market fit with daily active users reaching 50,000 and a user base exceeding 600,000 [1][16]. - The company recently secured a million-dollar investment from Jinqiu Capital, marking a new phase in its development [22][23]. Group 5: Vision for the Future - The long-term goal for Duxiang is to address emotional issues for a broader audience, reducing loneliness and pain through AI interactions [21][27]. - Wang Dengke envisions a future where AI can fulfill more superficial emotional needs, allowing deeper human relationships to flourish [27].

Core Insights - Cyera, a cybersecurity firm, has completed a $500 million funding round, achieving a valuation of $6 billion, nearly doubling from $3.4 billion at the end of 2023 [2]. Funding Details - The $500 million funding round was led by Lightspeed, Greenoaks, and Georgian, with participation from existing investors Accel, Sequoia Capital, and Sapphire Ventures [2]. - The company was founded in 2021 by former Israeli military cloud security officers Yotam Segev and Tamar Bar-Ilan, with offices in New York and Tel Aviv [2]. Business Impact - Cyera claims to enhance enterprises' data breach prevention capabilities and risk assessment levels, with notable clients including AT&T and DocuSign [2]. - The enthusiasm from investors in the cybersecurity sector is fueled by Alphabet's acquisition of Israeli startup Wiz for $32 billion earlier this year, indicating a trend towards more acquisitions or IPOs in the security startup space [2].

图片来源： OpenAI OpenAI 计划在阿布扎比建设的数据中心将比摩纳哥还大。 据彭博社报道 ， OpenAI 即将协助在阿布扎比开发一座规模惊人的 5 千兆瓦数据中心园区，该公司将 成为这一可能成为全球最大 AI 基础设施项目的主要锚定租户。 据报道，该设施占地将达惊人的 10 平方英里，耗电量相当于五座核反应堆，远超 OpenAI 或其竞争 对手已宣布的任何现有 AI 基础设施规模。（ OpenAI 尚未回应 TechCrunch 的置评请求，但直观对比 来看，这比摩纳哥的国土面积还要大。） 这个与阿布扎比科技集团 G42 合作开发的阿联酋项目，是 OpenAI 雄心勃勃的 " 星际之门 " 计划的一 部分。该合资项目于 1 月宣布，旨在联合 OpenAI 、软银和甲骨文在全球建设配备强大计算芯片的大 型数据中心以支持 AI 发展。 尽管 OpenAI 在美国德州阿比林建设的首个 " 星际之门 " 园区预计容量为 1.2 千兆瓦，但这个中东项 目的规模将超过其四倍以上。 该项目正值美阿联酋之间历经数年酝酿的广泛人工智能合作背景下浮现，这些合作已令部分立法者感 到不安。 此后不久，作为 OpenAI ...

图片来源： CoreWeave 与 OpenAI 日益紧密的合作关系或有助于缓解 CoreWeave 对微软公司的依赖——后者恰是 ChatGPT 制造商的最大支持者之一。 美国证券交易委员会文件显示，微软是 CoreWeave 2024 年前两大客户之 一，贡献了近三分之二的总体营收。 " 我们提供的产品需求确实达到了供不应求的程度， " CEO 迈克尔·因特拉托周四接受彭博电视采访 时表示。为满足这一需求， CoreWeave 正在加速其投资计划。 该公司表示，今年总支出预计将高达 230 亿美元 。 这家数据中心建造商在 5 月 15 日提交的文件中表示， OpenAI 将在 2029 年前支付这笔款项。 CoreWeave 在周三晚间的财报电话会议上披露了 40 亿美元的协议，但未透露对方名称，仅描述为一 家企业级人工智能公司。 CoreWeave 股价周四盘中最高上涨 8% ，扭转了早盘跌势。 截至周三收盘，该公司股价较 3 月首次 公开募股后克服初期波动以来累计上涨 69% 。 在首次公开募股前夕， CoreWeave 宣布与 OpenAI 签订为期五年、价值近 120 亿美元的合同。彭博 社当时 ...

图片来源： Cohere 人工智能初创公司 Cohere 已收购 Ottogrid ，这家总部位于温哥华的平台专注于开发企业级工具， 用 于自动化执行特定类型的高阶市场调研。 Ottogrid 联合创始人 Sully Omar 5 月 16 日 在 X 平台的帖文中，宣布了这笔交易，但未披露具体条 款。据 Omar 透露， Ottogrid 将逐步停止其产品运营，但会为客户提供"充分的通知期"和"合理的过 渡期"。 "我们非常高兴能加入 Cohere 团队，并将 Ottogrid 整合至 Cohere 的平台中，" Omar 在声明中表 示。"通过与 Cohere 的合作，我们将极大改变人们自动化工作流程、丰富数据及扩展业务规模的方 式。" Cohere 收购 Ottogrid 之际，前者正经历一些企业动荡。 据 The Information 报道 ， Cohere 远未达 到 2023 年初制定的收入预期，去年实际收入较目标低 85% 。 该公司向路透社表示 ，在战略转型专注于为医疗、政府和金融等领域的客户提供私有化 AI 部署后， 其年化收入近期已达到 1 亿美元。 Ottogrid 于 2023 年以 ...

Core Insights - The article discusses the innovative technology behind Browser Use, which enables AI agents to automate browser operations seamlessly, addressing challenges faced by AI in web interactions [2][3]. Group 1: Technology and Features - Browser Use is designed to connect AI agents with web pages, allowing for automated operations such as logging in and filling out forms [2]. - It supports automatic rotation of AI agents and allows users to run multiple parallel tasks on demand [3]. - The platform is open-source under the MIT license, making it customizable and free for users to integrate any model [2][3]. - Browser Use has gained significant traction, with over 60,000 stars on GitHub and active contributions from more than 15,000 developers [3][7]. Group 2: Market Potential and Growth - The AI agents market is projected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, with around half of companies expected to deploy agents by 2027 [3]. - The founders of Browser Use are optimistic about the future of AI agents and browser automation, predicting that by the end of 2025, the number of agents on the web may surpass that of humans [3]. Group 3: Performance and Accuracy - Browser Use achieved a success rate of 89.1% in the WebVoyager benchmark across 586 different web tasks, indicating industry-leading accuracy [8]. - Specific success rates for various platforms include 100% on Huggingface, 95% on Google Flights, and 80% on Booking.com [10][11]. Group 4: Funding and Development - Browser Use secured $17 million in seed funding in March 2025, led by Felicis Ventures, with participation from several notable investors [22][23]. - The founders, Magnus Müller and Gregor Zunic, developed the prototype during their master's program at ETH Zurich, initially as a small project that gained rapid popularity [14][23].

Core Viewpoint - OpenAI has launched Codex, its most powerful AI programming tool, which is designed to assist software engineers by generating clearer code and handling multiple tasks efficiently [1][3][6]. Group 1: Codex Features and Functionality - Codex is powered by the codex-1 model, optimized for software engineering tasks, and can generate code that adheres closely to user instructions [1]. - The tool operates in a cloud-based sandbox environment and can connect with GitHub to preload code repositories, allowing it to perform tasks such as writing functions, fixing bugs, and running tests within 1 to 30 minutes [1][3]. - Users with access to Codex can find it in the ChatGPT sidebar, where they can assign coding tasks and ask questions about their codebase [5]. Group 2: Market Context and Competition - The popularity of AI tools for software engineering has surged, with companies like Google and Microsoft reporting that approximately 30% of their code is now generated by AI [5]. - OpenAI aims to compete in this growing market, having reportedly agreed to acquire Windsurf, another AI programming platform, for $3 billion [5]. - The AI programming tool Cursor achieved an annual revenue of about $300 million in April and is rumored to be raising funds at a valuation of $9 billion, highlighting the rapid growth of this sector [5]. Group 3: User Access and Pricing - Codex is currently available to ChatGPT Pro, Enterprise, and Team subscribers, with initial users enjoying generous usage limits, although rate limits will be implemented in the coming weeks [3][4]. - OpenAI plans to extend access to ChatGPT Plus and educational users soon [4]. - The pricing for Codex CLI, an open-source programming assistant, is set at $1.5 per million input tokens and $6 per million output tokens, indicating a structured monetization strategy [9]. Group 4: Safety and Limitations - OpenAI has implemented safety measures for Codex, ensuring it will reliably refuse requests to develop malicious software and operates in a physically isolated environment [8]. - Despite these safety features, AI programming tools, including Codex, are still prone to errors, as highlighted by a recent Microsoft study on leading AI programming models [8].

图片来源： CoreWeave OpenAI 扩大与 CoreWeave 合作，签署 40 亿美元新云服务协议 CoreWeave Inc. 已达成一项价值高达 40 亿美元的协议，为人工智能领军企业 OpenAI 提供额外云计 算资源，深化双方合作关系。 这家数据中心建造商在 5 月 15 日提交的文件中表示， OpenAI 将在 2029 年前支付这笔款项。 CoreWeave 在周三晚间的财报电话会议上披露了 40 亿美元的协议，但未透露对方名称，仅描述为一 家企业级人工智能公司。 https://www.bloomberg.com/news/articles/2025-05-15/openai-expands-coreweave-tie-up-with-new-4-billion-cloud-deal? srnd=phx-technology&embedded-checkout=true 编译： ChatGPT -----------END----------- 我们正在招募新一期的实习生 CoreWeave 股价周四盘中最高上涨 8% ，扭转了早盘跌势。 截至周三收盘，该公司股价较 3 月首次 公开 ...