Core Viewpoint - The author emphasizes the importance of conducting thorough research and due diligence before making investment decisions in public companies, highlighting their extensive experience in financial services [1] Group 1: Author's Background - The author has over ten years of experience in financial services, including roles in fundamental buy-side research, private equity, M&A advisory, and accounting [1] - The author is currently focused on investing in public companies [1] Group 2: Investment Approach - The author advocates for a bottoms-up fundamental research approach, which involves analyzing individual companies rather than relying solely on market trends [1] - The author stresses the significance of understanding the financial health and operational performance of companies before investing [1]

人们订阅你，是为了听你的声音，而不是看到更多 AI 生成的内容。 商业模式层面，仍然以订阅为主，但是 Substack 生态里广告赞助已经自然发展起来，未来将会优化支 持，会鼓励创作者选择合适品牌合作。 Substack 认为主流社交平台正让用户越来越疲惫，人们渴望「真实连接」与更深的表达，这是长期增长 机会，因此 Substack 的目标是成为对抗"流量至上逻辑"的新网络阵地。 Creator Economy 这块又开始热起来了，在 Newsletter 平台 Beehiiv 突破 3000 万美金年营收后《 AI Coding Lovable 融资 2 亿美金，Newsletter Beehiiv 年营收突破 3000 万美金 》，今天 Substack 宣布完 成了 1 亿美金的 C 轮融资，由 Bond 和 TCG 领投，a16z 和几个创始人跟投，估值从之前的 6.5 亿美金增 加到了现在的 11 亿美金。 3 月份的时候 Substack 宣布平台的付费用户突破了 500 万 ，此次融资在官方博客里没有提到太多信息， 只是说融资后将加倍投入 Substack 的 App 应用，同时还在开发更多工具 ...

图片来源： Lovable 快速崛起的瑞典 AI 编程初创公司 Lovable 已成为欧洲最新独角兽。这家成立仅八个月的公司， 刚完 成由 Accel 领投的 2 亿美元 A 轮融资，估值达到 18 亿美元。 与 Cursor 等利用大语言模型编码推理能力，帮助开发者编写代码和构建应用的平台类似，总部位于 斯德哥尔摩的 Lovable 让人们能够使用自然语言创建网站和应用程序。这家初创公司的发展轨迹直冲 云霄， 据称目前拥有超过 230 万活跃用户。 需要说明的是，这些用户目前免费使用 Lovable ，但该公司 CEO Anton Osika 在近期谈话中透露， 付费订阅用户已超 18 万，成立七个月内就实现了 7500 万美元的年经常性收入。 这种强劲增长态势 可能是促成本轮超额 A 轮融资的原因之一。 本轮 A 轮融资的参与方包括现有投资者 20VC 、 byFounders 、 Creandum 、 Hummingbird 和 Visionaries Club 。2025 年 2 月， Creandum 曾领投 1500 万美元的 Pre-A 轮融资 ， 当时公司披露的 年经常性收入为 1700 万美 ...

AI播客：换个方式听新闻 下载mp3 OpenAI表示，这种组合让模型能够"从推理到行动无缝衔接，完整处理复杂的工作流程"。 OpenAI称，ChatGPT Agent专为协作而设计。用户可以随时打断、接管浏览器或在任务进行中重新指 派，ChatGPT会随之调整。 音频由扣子空间生成 OpenAI终于加入了AI智能体的竞争行列。这家生成式AI初创公司推出了ChatGPT Agent，允许其聊天机 器人代表用户执行多步骤任务，包括安排会议、制作演示文稿，以及使用代码终端或网页浏览器等工 具。 这一新功能目前仅对付费用户开放。Pro订阅用户每月可使用多达400次智能体提示，而Plus和Team用户 每月限额为40次。企业和教育用户的访问权限预计将在未来几周内开放。 这一举措紧随过去12个月内谷歌、Salesforce和HubSpot等大型科技公司在智能体AI领域的重金投入之 后。这也正值OpenAI上周刚宣布推出自家浏览器，紧跟Perplexity AI的步伐。 ChatGPT Agent的工作原理 据OpenAI介绍，ChatGPT Agent"融合了三项早期突破的优势：Operator与网站交互的能力、深入研 ...

Substack, the newsletter platform for independent writers, has raised $100 million to invest in better tools, broader reach and more support for creators on the site https://t.co/qH5xg3aB2q ...

Substack raises $100M from Chernin Group, Andreessen Horowitz, Skims CEO and more | TechCrunch https://t.co/UenEUnyMFf ...

HubSpot Inc. (NYSE: HUBS ) is a leading provider of software products for inbound marketing, sales, and customer service. Looking to disrupt an industry traditionally dominated by much larger incumbent technology providers, HubSpot has quickly gained traction with 250,000+ small- and medium-sized customers.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article ...

Key Takeaways TOST's shares are up 22% YTD, outpacing key benchmarks and nearing their 52-week high of $46.57. Toast grew customer locations 25% YoY, posted $69M in free cash flow and raised its 2025 EBITDA outlook. Declining GPV per location, high valuation and macro headwinds pose near-term challenges for TOST.Toast, Inc.’s (TOST) shares have gained 21.6% year to date, outperforming the Internet Software market and the Zacks Computer & Technology sector’s growth of 14.6% and 8.4%, respectively. The S&P ...

Key Takeaways ERIC posted Q2 net income of SEK 4.6B, reversing a loss from the prior-year quarter. Total revenue fell 6% year over year and missed estimates in some major business segments. Gross margin rose to 48% on higher licensing revenue, cost cuts, and delivery improvements.Ericsson (ERIC) reported mixed second-quarter 2025 results, with adjusted earnings beating the Zacks Consensus Estimate but revenues missing the same. Despite healthy traction in the Networks Segment in the Americas, ERIC’s top l ...

All [Music] right, I need everybody to take a deep breath here because um I'm about to stress you out and uh but hopefully at the end I'll uh relieve that stress a little bit with some ideas and solutions for you. So, I need everybody to just think for a second, reflect on the past 45 days and think about all the possible things that have gone on in our industry and all the product launches. Let me highlight just a few for you. Uh, Notion launched a Granola, Glean, and Chat GPT competitors. Figma launched a ...