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🚨Travis Kalanick: Consumer software CEOs are freaking out about what to do when AI agents take over
All-In Podcast· 2025-07-12 04:15
As you guys know, I've been spending my time on real estate and construction and robotics. And so, I' I've been out of this kind of consumer software game for a long time, but it's super interesting over the last 6 months, there have been a a number of consumer software CEOs. When I hang out with them or whatever, they're like, "How are we going to keep doing what we do when the agents take over?" Yeah.The paradigm shift is so profound that the idea that you would visit a web page goes away and you're just ...
X @Tesla Owners Silicon Valley
Grok 4 will discover new technologies later this yearElon Musk https://t.co/PE2CWvXrXl ...
X @Tesla Owners Silicon Valley
Grok 4 is better in PhD level in every subject with no exceptionsElon Musk https://t.co/rEBsmNiUmp ...
Beyond GICS, Why IGPT Offers A Truer AI Portfolio
Seeking Alpha· 2025-07-12 03:42
Group 1 - The Invesco AI and Next Gen Software ETF (NYSEARCA: IGPT) is a growth-focused ETF that tracks the STOXX World AC NexGen Software Development Index, emphasizing companies with significant growth potential [1] - The ETF does not provide significant dividends or income, indicating a focus on capital appreciation rather than income generation [1] Group 2 - The methodology of the ETF heavily favors companies that are involved in next-generation software development, which is a sector expected to experience substantial growth [1]
吴婷:AI城市战争
3 6 Ke· 2025-07-12 03:32
作者 | 吴婷 以DeepSeek为代表的AI给了中国一次重估价值的机会,也给了国内城市一次重新洗牌的机会。 在AI领域,首都北京是无可置疑的全国第一,断崖式第一。 这么说吧,你能想到所有竞争层面,无论是人才、专利、企业、融资、大模型数量,北京都是全国第一,而且都占全国30%以上;去年北京AI核心产业规 模3000亿,占全国一半;北京有2400多家AI企业,约占全国四成;去年全国696起AI行业融资,北京占213起;全国200多款备案大模型,北京占123款, 光海淀就占了76款。 "北上广深"的一线格局,已经25年没变过了,接下来,会出现逆袭的AI黑马城市吗? 今天我带你挨个梳理一遍,各个城市的发展情况。 先从国家的顶层设计讲起,早在2017年,国务院就提出"三步走"战略: 到2020年,AI技术和应用与世界先进水平同步,核心产业规模1500亿,带动相关产业规模1万亿; 到2025年,AI基础理论实现重大突破,核心产业4000亿,带动产业5万亿; 到2030年,AI理论、技术、应用都世界领先,核心产业1万亿,带动产业10万亿。 现在回看,发现这份规划还是保守了。单说实打实的产业规模,根据工信部数据,截至202 ...
X @Bloomberg
Bloomberg· 2025-07-12 02:39
Alphabet's Google is hiring top talent from Windsurf for its artificial intelligence division as OpenAI’s $3 billion agreement to buy the AI coding startup falls apart https://t.co/yE25jjto8v ...
关于广东AI与机器人产业,这场高规格会议释放了哪些信号?
Nan Fang Du Shi Bao· 2025-07-12 02:20
广东人工智能与机器人产业的发展有什么优势?存在哪些"卡点堵点"?如何应对挑战?7月11日下午, 广东省召开加快推进现代化产业体系建设专题会议(人工智能与机器人产业专场),多位专家学者、企 业家、人大代表齐聚一堂,共同为广东这一战略性新兴产业"把脉"。基于前期的深入调研和企业实践, 会议系统梳理了产业现状、挑战与对策,释放出多个产业发展的信号。 产业规模与技术实力领跑 工业机器人产量连续五年全国第一 当前,新一轮科技革命和产业变革处于加速突破期,新技术新赛道竞争日趋激烈,人工智能与机器人产 业更是各地争相发力的未来产业。 广东省人大常委会调研组深入广东多地,调研30余家企业,征求21个地级以上市、30多个单位、23个省 基层立法联系点、50余名专家学者意见后形成的调研报告显示,广东人工智能与机器人产业的综合实力 已稳居全国第一方阵,展现出强劲的增长势头和全链条竞争力。 数据显示,广东2024年人工智能核心产业规模突破2200亿元,同比增长约25%,机器人相关产品出口达 457.4亿元,增长19.6%。工业机器人产量24.68万台,占全国总产量的44%,连续五年全国第一。这些数 据不仅凸显规模优势,更反映了广东作 ...
X @The Wall Street Journal
Google has agreed to pay about $2.4 billion in a deal to license the technology of AI coding startup Windsurf and hire its CEO and some of its employees https://t.co/UvONrbLZDX ...
对接风投、无偿展示,闪耀乌镇!AI应用产品大征集来了
Nan Fang Du Shi Bao· 2025-07-12 02:07
AI正在点亮我们的生活。她机智、明亮、意想不到,又拍案叫绝。她,遇上"乌镇"——游客纷至沓来的 美丽水乡、世界互联网大会永久举办地,又将发生怎样的奇妙反应? 即日起,南方都市报、南都大数据研究院联合中国网络空间安全协会人工智能安全治理专委会、中国互 联网协会人工智能工委会等单位,携手发起以"乌镇AI星光汇"为主题的AI应用产品大征集,入围的宝藏 应用将在乌镇各类重要活动期间,获得"无偿展示""产业对接""对话风投"的机会,快来申报吧! 式,发掘珠三角地区可见、可触、可用的AI应 用产品。入选AI应用产品不仅将在乌镇重要 活动中进行展示,入选单位还将受邀参与产 业对接,风投洽商,有机会获取战略投资。 | STEENS | | | --- | --- | | | . | | For | 乌镇重要活动期间,企业品牌及 | | 免费展示 | 其AI应用产品无偿展示。 | | HEDIT | 可在乌镇重要活动期间参与相关 | | 融资机遇 | 对接会,与风投直接对话。 | | 提供 | 为参与AI应用产品展示的企业提 | | 国际馆 | 供便利保障服务。 | | 14-4101 | 南方都市报等主流媒体将实地走 | | ...
China’s AI Bet Rises From the Gobi Desert
Bloomberg Television· 2025-07-12 01:00
[CC may contain inaccuracies] Learning that Chinese firms aim to install more than 115,000 NVIDIA AI chips in data centers across the country's western deserts. Now for more. Let's bring in our senior global business reporter and host of the Big Take Asia podcast, Oanh Ha.Oanh you've been talking about this construction boom that's happening near the Gobi Desert in Xinjiang. What's going on there and why are there such big projects happening. It really is quite extraordinary, isn't it.Our Bloomberg investig ...