Core Insights - Ethos is leveraging AI to transform the way experts are discovered and connected, addressing inefficiencies in traditional talent identification methods [2][6] - The platform aims to uncover hidden expertise by analyzing diverse data sources, allowing companies to find the right experts quickly and efficiently [2][6] Group 1: AI-Driven Expert Discovery - Ethos focuses on efficiently discovering and connecting experienced experts through an AI-driven platform that analyzes academic papers, GitHub projects, blogs, and podcasts [2][6] - The platform constructs knowledge graphs to highlight the contributions of overlooked experts, enabling businesses to access valuable insights [2][6] Group 2: Dual Product Systems - Ethos has developed two product systems: one for enterprise clients and another for individual experts, optimizing knowledge exchange [3][4] - The enterprise side allows clients to input natural language queries to find suitable experts, facilitating quick access to knowledge and experience [4][6] Group 3: Key Features and Advantages - Natural language search enables users to describe their knowledge needs, with the AI system matching relevant experts swiftly [7] - The platform boasts a response time in minutes, significantly faster than traditional expert networks [7] - Ethos aggregates top 0.1% of professionals from over 500 million, ensuring high-quality expert advice [7] - The platform supports various service scenarios, including expert consultations and strategic advisory roles [7] Group 4: Pricing Model - Ethos offers two main pricing models: pay-per-use and subscription, with subscription options at $249/month or $199/month/seat [10] - The pay-per-use model provides flexibility for clients with infrequent consultation needs, while the subscription model is more economical for frequent users [10] Group 5: Expert Platform Features - The expert side of Ethos allows professionals to set their consultation fees and schedules, with AI matching them to quality clients without intermediaries [13][14] - The platform ensures privacy and simplifies scheduling, allowing for immediate payment post-service [13][14] Group 6: Founders and Background - Ethos was co-founded by James Lo, a former McKinsey consultant, and Daniel J. Mankowitz, a reinforcement learning expert from DeepMind, both bringing extensive experience in strategy and technology [18][25] - The founders recognized inefficiencies in traditional expert networks and aimed to create a more effective system for talent discovery [18][25] Group 7: Funding and Partnerships - Ethos has secured €3 million in seed funding led by General Catalyst, with participation from several top-tier investment firms and angel investors [32] - The funding will be used for product development and market expansion, with over 25 global partnerships established to enhance expert identification [32]

Core Viewpoint - The article highlights the unique approach of Chenhui Venture Capital (晨晖创投) in the investment landscape, emphasizing their commitment to building strong relationships with entrepreneurs and providing support beyond financial investment [1][18]. Group 1: Investment Strategy - Chenhui Venture Capital has established itself as a cornerstone investor in an early-stage fund, distinguishing itself from traditional corporate venture capital (CVC) by acting solely as a limited partner (LP) [1]. - The firm has a management scale of approximately 1 billion yuan and has invested in over 70 companies over the past decade, focusing primarily on technology [3]. - Chenhui does not sign performance-based clauses in investment agreements, which is uncommon in the industry, reflecting their belief that such terms can create adversarial relationships with entrepreneurs [4][7]. Group 2: Entrepreneurial Support - Entrepreneurs have praised Chenhui for their deep understanding of technology and products, often describing the team as friends who provide unwavering support during challenging times [3][10]. - The firm actively engages with portfolio companies, offering strategic advice and assistance, which has been crucial in navigating industry challenges [9][10]. - Chenhui's investment philosophy emphasizes partnership and trust, aiming to accompany entrepreneurs through both successes and difficulties [18]. Group 3: Case Studies - The article provides several case studies of companies that have benefited from Chenhui's support, such as Nanchip Technology (南芯科技), which received timely funding during critical phases of development [5][6]. - EMQ, a provider of open-source IoT data infrastructure, experienced significant challenges in 2019 but received crucial follow-up investment from Chenhui, allowing them to stabilize and grow [12][13]. - The experiences of various entrepreneurs illustrate Chenhui's commitment to being a supportive and understanding investor, often going beyond financial contributions to ensure the success of their portfolio companies [10][12]. Group 4: Team Composition - Chenhui's investment team is composed of individuals with entrepreneurial backgrounds, which facilitates effective communication and understanding with the companies they invest in [15][16]. - The firm prioritizes hiring team members who have previously founded companies, ensuring they can empathize with the challenges faced by entrepreneurs [15][16]. Group 5: Current Focus - Chenhui is actively investing in cutting-edge technology sectors, including semiconductor chips, smart hardware products, foundational software, and new applications driven by artificial intelligence [19].

Core Insights - The article discusses the rise of AI factories as a new generation of infrastructure, which is expected to redefine various industries and create a multi-trillion dollar economic impact [3][5][7] - AI technology is seen as a revolutionary force that can automate tasks and expand the digital workforce, fundamentally changing the labor market and skill requirements [4][6][8] Group 1: AI Factory Revolution - AI is considered the next industrial revolution, with capabilities that include perception, content generation, language translation, reasoning, and problem-solving [3] - AI factories are being built with investments of approximately $50-60 billion each, and it is anticipated that dozens of gigawatt-scale AI factories will be constructed globally in the next decade [4][8] - The AI factory industry is emerging as a new sector that will serve as the foundational infrastructure for various industries, similar to previous generations of information and energy infrastructure [5][7] Group 2: Impact on Labor Market - The introduction of advanced AI technologies is expected to eliminate millions of jobs while simultaneously creating new ones, leading to a significant transformation in the workforce [6][7] - The potential for AI to bridge the technological gap is highlighted, as it allows a broader population to engage with technology that was previously accessible only to a select few [8] - AI is viewed as a means to enhance global GDP by reintegrating millions of people into the labor market, addressing current labor shortages [7][8] Group 3: Chip Industry and Long-term Strategy - NVIDIA is positioned as a leader in the AI infrastructure space, with a focus on building a comprehensive ecosystem that includes chip design, system development, and software integration [13][14] - The company emphasizes the importance of understanding customer needs to drive innovation and improve technology architecture [17][18] - The future demand for AI is expected to grow significantly in sectors such as healthcare, life sciences, and advanced manufacturing, with a shift towards robotic systems in factories [18][19]

Core Insights - Investors have profited billions from database software companies Snowflake and Databricks, and now venture capitalists are closely watching ClickHouse, which is seen as a potential challenger to existing giants amid rising demand for database software due to the AI boom [1][3] - ClickHouse is reportedly negotiating a funding round at a $6 billion valuation, three times its valuation from four years ago, with Khosla Ventures expected to lead the round, potentially raising hundreds of millions [1][2] Company Overview - ClickHouse's software stores and manages digital event data, which is crucial for AI developers. The software has been used by programming assistants like Poolside to process data and evaluate AI accuracy [1] - The core software of ClickHouse is open-source, but the company charges enterprises for managed cloud services based on their functional needs and resource usage. As of the end of Q1, ClickHouse's annual recurring revenue was approximately $70 million [2] Competitive Landscape - Despite revenue growth, ClickHouse's new valuation will result in a forward revenue multiple significantly higher than its competitors. The company targets large enterprises, similar to Snowflake, which generated $3.6 billion in revenue in its most recent fiscal year [3] - ClickHouse is noted for its superior real-time analytics capabilities compared to Snowflake, with some investors highlighting its speed and cost-effectiveness as advantages [3] - ClickHouse also competes with companies like Elastic and Datadog, which focus on real-time event analytics [4] Company History - ClickHouse was initially developed by Alexey Milovidov during his tenure at Yandex, with the first version released in 2012 to power Yandex Metrica. It became an open-source project in 2016 [4] - In September 2021, Yandex spun off ClickHouse into an independent company, raising $50 million in Series A funding led by Index Ventures. Later that year, it secured $250 million in Series B funding at a $2 billion valuation, led by Coatue Management and Altimeter Capital [5]

时间：2025年5月14日周三晚7点 地点：北京（具体地点报名后通知） 人数：6-7人 人群：大厂、创业公司产品/技术、创业者 主题：AI社交娱乐 让我们来一场小而美的聚餐吧！ 这是一个交流想法、分享经验、拓展人脉的绝佳机会。 报名截止：活动前一日晚8点，名额有限，先到先得。 我们会根据大家的背景和诉求，进行合理的组合，确保每个人都能有所收获。 期待与你共度一个愉快而有意义的夜晚！ 扫码报名： 我们正在招募新一期的实习生 我们正在寻找有创造力的00后创业 -----------END----------- 关于 Z Potentials ...

图片来源： Unsplash 根据金融科技公司 Ramp 的交易数据显示， OpenAI 在争夺企业 AI 支出方面似乎遥遥领先于竞争对 手。 根据 Ramp 的 AI 指数 （该指数通过分析 Ramp 的信用卡和账单支付数据来估算企业 AI 产品的采用 率）， 截至2025年 4 月份， 32.4% 的美国企业为 OpenAI 的模型、平台和工具订阅付费。这一数字 较 1 月的 18.9% 和 3 月的 28% 有所上升。 Ramp 数据显示，竞争对手难以取得类似进展。截至上月，仅有 8% 的企业订阅了 Anthropic 的产 品，而 1 月这一比例为 4.6% 。与此同时，谷歌 AI 产品的订阅率从 2 月的 2.3% 降至 4 月的 0.1% 。 Ramp 经济学家 Ara Kharzian 在周二发布的博客文章中写道：" OpenAI 新增客户的速度持续领跑 Ramp 平台上的所有企业。我们的Ramp AI 指数显示，企业对 OpenAI 的采用增速远超其他模型公 司。" https://techcrunch.com/2025/05/10/openais-enterprise-adoption-ap ...

图片来源：灵御智能 近日，国内具身智能企业 "灵御智能"宣布完成千万级种子轮融资，本轮融资由英诺天使基金领投， 水木校友种子基金、远镜创投跟投。 作为具身智能领域的新兴闯入者，灵御智能由毕业于清华大学自动化系的前硬科技投资人金戈， 携 手同样来自清华大学自动化系的顶尖团队共同创立 。 公司以 "打造具身智能实用化标杆，让具备可 靠灵活操作能力的机器人走进千家万户" 为使命，依托清华大学自动化系团队在机器人运动控制领域 的技术积累，以无缝协作的人机混合智能为切入点，成功打通 L0 到 L2 到 L4 的机器人完整智能进化 路径，并构建了包括人侧数据采集、机侧灵巧执行器及智能操作平台在内的通用操作整体解决方案。 灵御智能利用自身在智能控制领域多年的技术积累，提出以【高质量、低成本、低门槛】的遥操作为 切入点， 一方面打造出性价比极高的可供科学研究、产业探索、模型升级的优质数据采集机器人， 快速生成可供模型训练的优质真实场景数据，迅速提升机器人通用操作能力；另一方面，基于人机混 合智能技术让轮式双臂 / 单臂机器人能够真正进入工业、消费、酒店、家庭等一系列实用场景，逐渐 降低人力消耗。在当前具身智能普遍难以落地的现 ...

Company Overview - JianGu Capital was established in 2017 by experienced investors with backgrounds from Carlyle Asia Investment Committee, focusing on early-stage investments in AI and robotics [1] - The investment team comprises professionals from top private equity firms such as Carlyle and Fosun, with prior experience from HBS, Sloan, McKinsey, JPM, China International Capital Corporation, and China Investment Corporation [1] Job Responsibilities - Conduct in-depth industry research, tracking global advancements in AI large models, embodied intelligence, and robotics hardware/algorithms, and complete competitive landscape analysis [2] - Write technology trend reports and assess the commercial potential of technologies [2] - Support project evaluation by assisting the team in technical and commercial due diligence, analyzing the strengths and weaknesses of technology routes [2] - Build financial models and perform sensitivity analysis to estimate the growth potential of companies [2] Job Requirements - Candidates must be currently enrolled in domestic or international universities, with no specific major required (preferred backgrounds include finance, computer science, automation, and mechanical engineering) [3] - Prior experience in consulting, investment banking, private equity, or AI labs/robotics competitions is preferred [3] - Strong self-motivation and adaptability to the fast-paced environment of a startup are essential [3] Internship Offerings - The company provides a mentorship mechanism from investment managers, allowing interns to deeply participate in project initiation and decision-making meetings [9] - Flexible working arrangements are available, with high-performing interns potentially receiving full-time return offers [9] - The internship is set to begin in May 2025, located in Nanshan District, Shenzhen [9]

Core Viewpoint - The rapid advancement of AI technology poses significant risks, including the potential for superintelligent systems to surpass human control and the misuse of AI by malicious actors [2][3][21]. Group 1: AI Development and Predictions - AI's development speed has exceeded expectations, with superintelligent systems potentially emerging within 4 to 19 years, a significant reduction from previous estimates of 5 to 20 years [4][5]. - The ideal scenario for AI's role is to act as a highly intelligent assistant to humans, but there are concerns about the implications of such systems gaining control [6][7]. Group 2: Positive Applications of AI - AI is expected to revolutionize healthcare by surpassing human doctors in interpreting medical images and diagnosing rare diseases, leading to improved medical outcomes [7]. - In education, AI could serve as highly effective personal tutors, significantly enhancing learning efficiency [7][8]. Group 3: Economic and Social Implications - The rise of AI may lead to widespread job displacement, particularly in routine jobs, while potentially increasing productivity across various sectors [12][14]. - There is a concern that the benefits of increased productivity may not be equitably distributed, leading to greater wealth inequality and social unrest [14][17]. Group 4: Risks of AI Misuse - The potential for AI to be weaponized or used for malicious purposes is a significant concern, with examples of AI being used to manipulate public opinion during political events [21][22]. - The risk of AI systems becoming autonomous and uncontrollable is highlighted, with calls for urgent regulatory measures to prevent such scenarios [22][23]. Group 5: Regulatory Challenges - Current regulatory frameworks are inadequate to address the rapid development of AI technologies, and there is a need for public pressure on governments to enforce stricter regulations [23][24]. - The push for open-sourcing AI models raises concerns about accessibility to dangerous technologies, akin to nuclear proliferation [26][27]. Group 6: Ethical Considerations - The ethical implications of AI's ability to generate content and potentially replace human creators are complex, with calls for protecting the rights of creators in the face of AI advancements [41][42]. - Discussions around universal basic income as a potential solution to job displacement highlight the need for addressing the dignity and identity of individuals in a changing job landscape [43][44]. Group 7: Future of AI and Humanity - The conversation around AI rights and its potential to surpass human intelligence raises fundamental questions about the future relationship between humans and AI [46][48]. - The urgency of ensuring that AI systems are designed to prioritize human welfare and prevent harm is emphasized as a critical challenge for the future [56][57].

时间：2025年5月14日周三晚7点 地点：北京（具体地点报名后通知） 人数：6-7人 人群：大厂、创业公司产品/技术、创业者 主题：AI社交娱乐 让我们来一场小而美的聚餐吧！ 这是一个交流想法、分享经验、拓展人脉的绝佳机会。 报名截止：活动前一日晚8点，名额有限，先到先得。 我们会根据大家的背景和诉求，进行合理的组合，确保每个人都能有所收获。 期待与你共度一个愉快而有意义的夜晚！ 扫码报名： -----------END----------- 我们正在招募新一期的实习生 我们正在寻找有创造力的00后创业 关于 Z Potentials ...