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速递| 谷歌以24亿美元挖走Windsurf核心技术后,剩余资产由AI新贵Cognition接手
Z Potentials· 2025-07-15 03:14
该公司将其生成式 AI 编程工具 Devin 宣传为 " 全球首个 AI 软件工程师 " 。 Cognition 的收购内容包括 Windsurf 的知识产权、剩余员工、现金、资产和品牌。 Cognition 联合创 始人兼CEO Scott Wu 在员工备忘录中写道, Windsurf 年经常性收入达 8200 万美元,其企业业务一 直保持快速增长。 Windsurf 所有员工都将参与此次交易的财务分配,且他们的股权兑现时间表将提前。 吴写道。 " 杰 夫和我共同努力,确保每一位员工在这笔交易中都得到尊重和妥善安置, " 吴在备忘录中表示。 Cognition 最近一次融资是在春季,以 40 亿美元估值筹集了数亿美元资金,这笔由 8VC 领投的交易 中,这家乔·朗斯代尔支持的风险投资公司参与其中。根据 PitchBook 数据,该公司迄今已从包括 Founders Fund 、 Khosla Ventures 和 Conviction Partners 在内的投资者处筹集了超过 3 亿美元。 图片来源: Cognition AI 人工智能编程初创公司 Cognition AI 已同意收购 Windsurf ...
速递| 20人AI领导力发展小团队Praxis Labs,已被Torch收购
Z Potentials· 2025-07-14 06:22
Core Insights - Praxis Labs, a learning development platform, has been acquired by leadership and coaching company Torch, with the financial details undisclosed [1] - The acquisition aims to combine Torch's contextual coaching services and organizational insights with Praxis's AI coaching, practical training, and skills assessment, creating significant synergies [1][2] - Praxis Labs was founded in 2019 and has collaborated with major companies like eBay, Zoom, Amazon, Google, and Target to foster equitable and inclusive work environments through leadership training and skills assessment [1] Summary by Sections Acquisition Details - Praxis Labs has been acquired by Torch, a leadership and coaching enterprise, with the acquisition amount not disclosed [1] - Elise Smith, CEO of Praxis Labs, emphasized the need for strong product and market partnerships to reach more enterprises [1] Leadership and Team Integration - Elise Smith and Heather Shen will join Torch as AI Growth Officer and AI Product Officer, respectively, along with other members of the Praxis team [2] - The integration aims to address the challenge of preparing and managing the next generation of human-AI collaboration in the workforce [2] Company Background - Praxis Labs completed a $15 million Series A funding round in 2021, making Elise Smith one of the few Black women to secure over $1 million in venture capital [1]
Z Event|字节、快手、爱诗、生数的同学下班一起聊AI?北京线下AI视频生成局报名中
Z Potentials· 2025-07-14 06:22
时间:2025年7月18日周五晚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视频生成与场景应用 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 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! 关于 Z Potentials ...
速递|谷歌闪电战24亿锁定AI编程核心资产,OpenAI失战略跳板
Z Potentials· 2025-07-14 06:22
图片来源: U nsplash 据彭博社消息, 谷歌据传斥资 24 亿美元收购 Windsurf 资产及人才团队Alphabet 旗下谷歌达成协 议,将以约 24 亿美元收购人工智能编程初创公司 Windsurf 的核心人才团队及技术授权。 根据声明,谷歌将聘请 Windsurf 的CEO Varun Mohan 、联合创始人 Douglas Chen 及少量核心员工加 入其 DeepMind 人工智能部门。 上个月, Meta 以超过 140 亿美元的价格收购了 AI 数据标注初创公司 Scale AI 49% 的股份,并聘请 联合创始人 Alexandr Wang 加入其构建 AI" 超级智能 " 的新团队。此后,随着科技巨头们不断加码超 越彼此的竞争, Meta 持续从竞争对手谷歌、 OpenAI 和苹果公司挖角其他顶尖 AI 高管。 Meta 一直在为其超级智能实验室招揽人才,提供前所未有的薪酬方案,其中包括为一位前苹果杰出 工程师开出的超过 2 亿美元的薪酬包 。 Windsurf (正式名称为 Exafunction Inc. )是开发 AI 驱动编程助手的新兴初创企业之一,这类系统 能够根据自然 ...
喝点VC|红杉美国重磅总结!对AI创始人的十大建议:专注于深入了解并解决实际用户问题,而不仅仅是展示技术实力
Z Potentials· 2025-07-14 06:22
Core Insights - The article emphasizes the importance of aligning AI pricing with the value delivered to customers, moving beyond traditional pricing models based on usage or seats [2][3][4] - It highlights the necessity for robust infrastructure to support enterprise-level AI applications, focusing on reliability, scalability, and security [7][8][12] - The integration of AI into existing workflows is crucial for adoption, aiming for seamless automation that enhances productivity without disrupting established practices [14][21] - Continuous evolution and scalability of architecture are essential, with a recommendation to reassess systems every 6-12 months to adapt to changing technologies and user needs [19][20] - Data quality, transparency, and trust are foundational for reliable AI, necessitating investment in data governance and interpretability [26][29][30] - A customer-centric approach is vital, focusing on understanding and solving real user problems rather than merely showcasing technological capabilities [33][34][36] - The article discusses the potential of reasoning, planning, and agent capabilities as significant differentiators in AI systems [38][40] - Specialization in specific domains is encouraged, as it allows companies to leverage unique data and expertise to create competitive advantages [42][43][44] - Balancing human-machine collaboration is essential, ensuring that AI enhances human capabilities rather than replacing them [46][49][51] - The ability to iterate quickly and embrace experimentation is crucial for AI founders, promoting a culture of rapid prototyping and user feedback [53][55][56] Summary by Sections Pricing and Value Delivery - AI pricing should be based on the value delivered rather than traditional metrics like seat usage [2][3][4] Infrastructure Development - A strong infrastructure is necessary for enterprise AI, focusing on reliability, observability, and security [7][8][12] Workflow Integration - AI products should integrate seamlessly into existing workflows to minimize friction and enhance productivity [14][21] Architecture Evolution - Companies should prepare to reassess and evolve their AI architecture every 6-12 months [19][20] Data Quality and Trust - High-quality data and transparency are critical for reliable AI systems [26][29][30] Customer-Centric Approach - Understanding user needs and providing value should be prioritized over showcasing technology [33][34][36] Reasoning and Planning - Developing systems capable of reasoning and planning is a key opportunity for differentiation [38][40] Specialization - Focusing on specific domains can create significant competitive advantages [42][43][44] Human-Machine Collaboration - AI should enhance human capabilities, ensuring effective collaboration [46][49][51] Iteration and Experimentation - Embracing rapid iteration and user feedback is essential for AI development [53][55][56]
Z Event|字节、快手、爱诗、生数的同学下班一起聊AI?北京线下AI视频生成局报名中
Z Potentials· 2025-07-13 03:31
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 时间:2025年7月18日周一晚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视频生成与场景应用 关于 Z Potentials ...
喝点VC|红杉对话Traversal创始人:所有最有趣的创新,都是在像我们这样的、专注于研究的小型初创公司中发生的
Z Potentials· 2025-07-13 03:31
在这个世界里,如果你考虑到医疗保健和马斯洛的需求层次,就可以想象,第一阶段是你心脏病正发作,你必须立即解决这个问题,除此之外没有其他任 何事情重要,五分钟后没有任何事情比解决你现在的心脏病发作更重要,对我来说,这就像是处理一个高严重性的事故。 第二阶段是,你在处理一些慢性问题,比如你扭伤了脚踝,或者任何其他影响到你的疾病,很难提前三个月规划,因为这是每天都在影响你的事情。这与 DevOps 中的工作类似,处理一系列的警报,检查部署是否安全等等。 第三阶段,我把它看作是 " 生活黑客 " ,你在思考如何优化我的睡眠和营养,以便拥有一个高质量且充实的生活,这就相当于规划你接下来五年的基础设 施,以及如何现在就开始在正确的地方进行投资。如果我想象一下,目前 DevOps 和 SRE 工程师的生活状况,那就像是每周心脏病发作两次,并且每天都 在应对一种让人虚弱的慢性病。 图片来源: Sequoia Capital Z Highlights Anish Agarwal , Traversal 联合创始人兼 CEO , MIT 计算机科学博士。 Raj Agrawal , Traversal 联合创始人, MIT 计算机 ...
喝点VC|a16z关于下一代渗透测试:AI系统目前难以完全替代人工测试,新一代系统是“正义一方”不断领先的核心武器
Z Potentials· 2025-07-12 05:17
Core Insights - The emergence of tools like "Unpatched AI" is revolutionizing penetration testing by automating vulnerability discovery and exploitation processes, surpassing traditional human capabilities [2][3][4] - The traditional assumptions of penetration testing are being challenged as automated systems can now conduct extensive testing without human intervention, marking a new era in cybersecurity [3][4][11] - The need for continuous, adaptive security testing methods is becoming critical due to the rapid evolution of software and the increasing complexity of attack surfaces [11][12][27] Summary by Sections Penetration Testing Background - Penetration testing simulates real-world attack scenarios to identify exploitable vulnerabilities before hackers do, starting with defining the scope and rules [5][10] - The process involves five key stages: information gathering, scanning, exploitation, post-exploitation, and reporting [10] Challenges of Traditional Penetration Testing - Traditional penetration testing is becoming insufficient due to the fast-paced nature of threats and the expanding attack surface, which includes cloud environments and IoT devices [11][12] - The reliance on periodic manual testing fails to keep up with the rapid changes in software and infrastructure, leading to outdated security assessments [11][12] The Role of AI in Penetration Testing - AI-driven tools are emerging to enhance penetration testing by automating tasks and providing continuous security assessments integrated into CI/CD processes [19][20] - These new systems can operate 24/7, covering a broader attack surface and validating vulnerabilities in real-time, thus improving overall security posture [20][21] Limitations and Challenges of AI-Driven Tools - Despite their potential, AI tools still face challenges in depth and reliability, particularly in identifying complex vulnerabilities that require nuanced understanding [22][23] - The responsibility for testing outcomes remains a concern, as regulatory frameworks still favor human-led assessments for compliance [23] Future Outlook - The development of next-generation penetration testing systems is ongoing, with a focus on creating dynamic, integrated security solutions that adapt to the software lifecycle [27][28] - The integration of AI capabilities into traditional vulnerability scanning is expected to enhance the effectiveness of security measures, making them more responsive to emerging threats [28]
速递| 红杉、Kleiner Perkins押注数学AI革命:Harmonic B轮融资1亿美金,打造数学超智能
Z Potentials· 2025-07-12 05:17
Group 1 - Harmonic AI, co-founded by Robinhood Markets CEO Vlad Tenev, has raised $100 million in funding to address challenges in mathematical operations faced by AI models [1][2] - The recent Series B funding round was led by Kleiner Perkins, with participation from Sequoia Capital, Index Ventures, and Paradigm, bringing the company's valuation to $875 million, just below the $1 billion "unicorn" threshold [1] - The CEO of Harmonic AI, Tudor Achim, aims to develop an AI system capable of solving complex mathematical problems, referred to as "mathematical superintelligence" [1][2] Group 2 - Harmonic plans to release its flagship AI model, Aristotle, to researchers and the public later this year, with the goal of creating an AI that surpasses human-level mathematical problem-solving abilities [2] - The ultimate objective is to tackle significant unsolved problems in mathematics and extend the capabilities to physics and computer science [2] - Harmonic's math-first strategy is expected to give it an edge over large language models that typically struggle with complex mathematical tasks [2][3] Group 3 - The company employs formal verification methods to ensure the correctness of its AI system's outputs and reasoning steps, which is a distinct approach to AI model construction [3] - Tenev emphasizes that maximizing valuation is not always wise, reflecting a strategic mindset in the company's growth and funding approach [3]
速递|继Sesame后又一收购,Meta低调吞并语音技术新锐PlayAI
Z Potentials· 2025-07-12 05:17
图片来源: PlayAI 根据彭博社查阅的内部备忘录, Meta 已完成收购专注于语音技术的小型人工智能初创公司 PlayAI 的 交易。 " 整个 PlayAI 团队 " 将于下周加入 Meta 。" PlayAI 小组将向 Johan Schalkwyk 汇报,后者最近从另 一家语音 AI 初创公司 Sesame AI 加入 Meta 。 Meta 今年将人工智能作为公司首要任务,大力投资芯片和数据中心等基础设施,并招募顶尖人才构 建 AI 模型和功能。 CEO 马克·扎克伯格近期宣布对公司 AI 部门进行重大重组 ,任命前 Scale AI 首 席执行官 Alexandr Wang 负责新成立的 Meta 超级智能实验室。 此次收购的财务条款未予披露。 Meta 发言人确认了这笔交易,但拒绝进一步置评。 我们正在寻找有创造力的00后创业者 关于 Z Potentials 参考资料 https://www.bloomberg.com/news/articles/2025-07-11/meta-acquires-voice-ai-startup-playai-continuing-to-add-talent ...