"Half the workforce will be agents in five years."Manny Medina, CEO of Paid, tells @TomMackenzieTV AI is not just replacing work, but also services and software as operations are "bundled into the corpus of an AI agent" https://t.co/S2PLBylkEo https://t.co/Z4vz49neHb ...

Summary of Aurora Mobile's Q2 2025 Earnings Call Company Overview - **Company**: Aurora Mobile (NasdaqCM: JG) - **Quarter**: Q2 2025 - **Date of Call**: September 24, 2025 Key Business Developments - **EngageLab Growth**: - Customer base increased by 171% year-over-year [2] - Cumulative contract value rose by 265% year-over-year [2] - Revenue grew by 67% year-over-year and 24% quarter-over-quarter [2] - EngageLab is now a second growth driver for the company [2] - **Partnership with China Unicom**: - Launched a smart integrated verification service for international clients [3] - This collaboration enhances EngageLab's position in global user identity verification [3] - **AI Agent Platform - GPT-Bots**: - Successfully integrated with major large language models [3] - Focused on optimizing service quality and enhancing user satisfaction [3] Financial Performance - **Revenue**: - Total revenue increased by 13% year-over-year to RMB 89.9 million [5] - Developer service revenue grew by 14% year-over-year [6] - Value-added services revenue surged by 30% year-over-year [6] - **Profitability**: - Achieved first profitable quarter in company history [5] - Gross profit increased by 13% year-over-year to RMB 59.6 million [6] - Gross margin maintained at a high level of 66.4% [5] - **Operational Metrics**: - Net dollar retention for developer subscription service at 99% [5] - Deferred revenue reached RMB 156.1 million, indicating strong market trust [7] - Cash and cash equivalents totaled RMB 119.8 million [7] Strategic Initiatives - **Investment in Cryptocurrency**: - Board approved a strategic initiative to invest up to 20% of cash and cash equivalents in cryptocurrency and digital assets [4] - **Operational Efficiency**: - Operating expenses kept stable at RMB 60.8 million [6] - AR turnover days reduced to 54 days, indicating strong revenue assurance [7] Conclusion - **Outlook**: - Company expresses confidence in continued profitability and high-quality earnings reports [5] - Emphasis on maintaining growth momentum and delivering outstanding performance [8]

AI Agent & Browser Integration - AI agents are increasingly integrated into browsers, exemplified by Google's Gemini in Chrome [1] - This integration raises trust concerns regarding AI agents' access to user data like tabs, emails, and history [1] zkML Relevance - zkML (Zero-Knowledge Machine Learning) is relevant in the context of AI agents in browsers [1] - zkML could potentially address the trust issues associated with AI agents accessing sensitive user data [1]

Quantrix officially launched its app today 🤖It's an AI agent that trades prediction markets for you, plugged into Myriad on AbstractThe AI does its own market research & autonomously manages its users' portfoliosExcited to give this thing a test run & see how it doesQuantrix (@quantrix_agent):🚀 Quantrix App is LIVEPacked with new features, built with a thriving community in mind.Our ecosystem keeps evolving, open and available for everyone, starting now.@MyriadMarkets + Quantrix season is here.Powered by @A ...

🔥 MAIGA @Maiga_AI trading is now live on #BitMart!💰Trade now: https://t.co/KXdftogV2W#MAIGABitMart (@BitMartExchange):#BitMart announces the primary listing of https://t.co/WzihTBY2RD (MAIGA) @Maiga_AI 🔥Maiga is building the AI agent for DeFI and crypto, using MCP with TEE, Multimodal & ZK-proof, is powered by the “Proof of Trading” PoT token consensus model based on trading volume. https://t.co/6srRtDoI1i ...

Product & Solution - Pedi offers an enterprise-grade AI-powered incident management solution to help organizations transform critical operations [1] - The AI agent assists teams in understanding incidents through chat platforms like Slack or MS Teams, eliminating the need to navigate dashboards [2] - Langraph structures the AI agent with memory, decision-making, and fallbacks, parsing questions and devising plans to find answers [3] - Langraph provides full control over the agent's behavior, enabling debugging, error handling, and output analysis [4] Benefits & Impact - The AI agent saves engineers hours per week and reduces context switching [6] - Internal use of the AI agent provides learnings and a framework for developing more AI agents for customers [6] - Engineers use it for retrospectives, product managers use it to understand service stability, and executives use it to ask about incident and service health metrics [5] Technology & Architecture - Langraph helps maintain context throughout conversations, facilitating faster insights from incidents [3] - Langraph is flexible, open, well-documented, and integrates with Langchain and other observability tools [7] - Langraph enables the building of reliable and thoughtful AI agents that involve reasoning, data access, or coordination between steps [6][7]

RT Saritha Rai (@SarithaRai)New!DeepSeek is developing an artificial intelligence model with more advanced AI agent features to compete with US rivals like OpenAI in a newer frontier of the technology - via @business(Gift link: free to read until Sept 12)https://t.co/hUq88bGEnc https://t.co/DTfACBcRSW ...

DeepSeek is developing an artificial intelligence model with more advanced AI agent features to compete with US rivals like OpenAI https://t.co/o3uK5YAaVn ...

AI Revolution Thesis - Sequoia believes the AI revolution is comparable to the industrial revolution, presenting a significant transformation [1][2] - The cognitive revolution represents a $10 trillion (10 to the 13th power) opportunity [1][8] - Startups are crucial in specializing general AI technologies for specific applications [6] Commercial Opportunity - The AI-driven automation of the US services market, currently at approximately $20 billion, holds a $10 trillion potential [8] - The cognitive revolution can expand the market to include large, standalone public companies built around AI in the services space [12] Investment Trends - Work is shifting towards higher leverage (100+%) on tasks with less certainty in outcomes, requiring human correction [13][14][15] - Real-world measurement is becoming the new gold standard for proving AI excellence, surpassing academic benchmarks [15][16][17] - The industry forecasts at minimum a 10x increase in compute (flops) per knowledge worker, with optimistic views suggesting 1000x to 10,000x consumption [20] Investment Themes - Persistent memory, including long-term memory and consistent AI identity, is critical for AI's expansion into more work functions [21][22][23] - Seamless communication protocols between AIs, beyond initial protocols like MCP, will yield major applications [24][25] - AI voice is currently viable due to increased fidelity and decreased latency, with applications in both B2C and enterprise sectors [27][28][29] - AI security presents a huge opportunity across development, distribution, and user layers, potentially involving numerous AI security agents per person/agent [30][31][32][33] - Open source's ability to compete with state-of-the-art foundation models is critical for a free, open AI future [34][35][36]

Core Viewpoint - The article highlights the rapid growth and innovative technology of the Israeli startup Decart, which has recently achieved a valuation of $3.1 billion after raising $100 million in Series B funding, showcasing its potential to reshape various industries with its groundbreaking AI video generation model, MirageLSD [4][20]. Group 1: Company Overview - Decart, co-founded by Dean Leitersdorf and Moshe Shalev, has quickly become a unicorn, raising a total of $153 million in just 11 months [4][9]. - The company focuses on real-time AI creative generation, with a team that has expanded from 15 to 60 members within two years [10][11]. - The founders have unique backgrounds, with Leitersdorf being a prodigy with a PhD at 23 and Shalev a veteran from the elite Israeli intelligence unit [5][9]. Group 2: Technology and Innovation - Decart launched MirageLSD, the world's first model capable of generating infinite-length videos in real-time with a latency of less than 40 milliseconds, making it faster than human perception [6][20]. - The technology utilizes a method called "diffusion forcing" to maintain video clarity over long durations and optimize GPU performance for rapid frame generation [17][21]. - MirageLSD allows users to interactively modify video content in real-time, enhancing user experience in gaming, live streaming, and other applications [19][20]. Group 3: Business Model and Market Strategy - Decart's business strategy includes two product lines: a GPU optimization tool for enterprises and a consumer-facing AI game called "Oasis," which has attracted over a million users shortly after launch [11][25]. - The GPU optimization tool significantly reduces operational costs from approximately $100 per hour to $0.25 per hour, generating millions in revenue [11][25]. - The company aims to become a trillion-dollar enterprise, aspiring to create an app that will be downloaded by a billion users, similar to the impact of smartphones [25][26]. Group 4: Future Vision - The founders envision transforming the entertainment and creative sectors through AI, aiming to revolutionize how users interact with technology [28][29]. - They believe that the future of the internet will be significantly influenced by AI, particularly in areas like video content and gaming, which have yet to fully leverage AI capabilities [28][29].