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Redis and UiPath Build on Existing Collaboration to Deliver Agentic Automation to Enterprises via On-Premises Solutions
Newsfilter· 2025-04-24 10:00
SAN FRANCISCO, April 24, 2025 (GLOBE NEWSWIRE) -- Redis, the world's fastest data platform, and UiPath (NYSE:PATH), a leading enterprise automation and AI software company, today expanded their collaboration toward furthering agentic automation solutions for customers. Redis, a UiPath Technology Alliance partner, has played a crucial role in increasing the speed and efficiency of UiPath's Automation Suite. Redis powers UiPath Orchestrator's high-availability add-on (HAA), an on-premises offering that improv ...
Harvey:ARR 1亿美元、估值30亿,用Agent思路解决法律场景AI落地难题
Founder Park· 2025-04-23 12:37
Harvey 绝对是法律场景落地最成功的 AI 企业了。 成立于 2022 年,客户数量从 2023 年的 40 家增长到 2024 年的 235 家,遍布 42 个国家;在美国《法律周刊》评选的前 100 家律所中,有 28 家正在使用 Harvey。 2024 年 ARR 达到 5000 万美元,今年年初预计 8 个月内将达到 1 亿美元,2 月份拿到了红杉资本领投的 3 亿美元 D 轮融资,公司估值达到 30 亿美元 。 简单说的话, Harvey 现在的收入与 AI 搜索当红炸子鸡 Perplexity 相当。 在前不久 福布斯发布的 2025 AI 50 榜单 中,Harvey 是法律领域上榜的为数不多的公司之一。Harvey 目前已经能够实现自动处理从文件审查到客户沟通 的整个法律流程,几乎能替代一整个初级律师团队。 近段时间,Harvey 的创始人兼 CEO Winston Weinberg 以及产品负责人 Aatish Nayak 接受了多家播客节目的访谈,在访谈节目中,两人详细地分享了包 括 Harvey 的顶层战略方向设计、法律类 AI 产品如何实现商业化落地、法律类 Agentic wo ...
Manhattan Associates(MANH) - 2025 Q1 - Earnings Call Transcript
2025-04-22 22:47
Financial Data and Key Metrics Changes - Total revenue for Q1 2025 was $263 million, up 3% year-over-year [36] - Cloud revenue increased 21% to $94 million, while services revenue declined 8% to $121 million [37] - RPO ended the quarter at approximately $1.9 billion, up 25% year-over-year and 6% sequentially [38] - Adjusted operating profit was $91 million with an adjusted operating margin of 34.7%, up over 340 basis points year-over-year [40] - Adjusted earnings per share (EPS) for Q1 was $1.19, up 16%, while GAAP EPS was 85 cents, down 1% [41] Business Line Data and Key Metrics Changes - The company experienced a 25% year-over-year increase in RPOs, driven by strong demand for mission-critical solutions [22] - Approximately 50% of new cloud bookings in Q1 were generated from net new logos, indicating strong demand for products [71] - Services team completed over 100 go-lives for customers in Q1, showcasing operational effectiveness [25] Market Data and Key Metrics Changes - The addressable market is forecasted to grow at a double-digit CAGR for the next several years, indicating robust market potential [15] - Competitive win rates remained consistent at about 70%, reflecting strong market positioning [24] - The company has established healthy footprints across diverse sectors including retail, grocery, life sciences, and technology [23] Company Strategy and Development Direction - The company is focused on organic innovation and capital allocation strategy to expand its addressable market [14] - Investment in sales and marketing is prioritized to drive growth and capitalize on new product offerings [64] - The launch of new products like Enterprise Promise and Fulfill aims to optimize B2B order fulfillment, addressing evolving customer needs [26] Management's Comments on Operating Environment and Future Outlook - Management expressed caution regarding near-term services revenue growth due to macroeconomic uncertainties [21] - The company remains optimistic about its position in the market and long-term growth opportunities despite current challenges [20] - Management reiterated full-year guidance for RPO and total revenue, reflecting confidence in business fundamentals [45] Other Important Information - The company was named Google’s Cloud Business Applications Partner of the Year for supply chain and logistics, highlighting its innovation in the Google Cloud ecosystem [18] - The company ended the quarter with $206 million in cash and zero debt, indicating a strong balance sheet [42] Q&A Session Summary Question: Insights on cloud bookings and RPO dynamics - Management indicated strong pipeline in Q2 and confidence in guidance despite macro uncertainties [59][60] Question: Growth investments and monetization of products - Management plans to invest in sales specialists to drive growth and maintain high win rates [64] Question: Linear progression of bookings and sales activity - Management noted a balanced product portfolio and strong demand across verticals, with high expectations for Q2 [68][71] Question: Resilience of cloud bookings drivers - Management stated that no particular segment is more resilient, but all channels remain important for growth [78][80] Question: Visibility on multi-year ramps and growth trajectory - Management confirmed strong visibility into contract durations and ramp processes, supporting confidence in growth [95][97] Question: FX impact on guidance - Management indicated that FX swings represent less than 1% impact on revenue guidance [104][105] Question: Strength of large deals in the pipeline - Management reported favorable conditions in the pipeline, with confidence in closure rates compared to last year [111][112]
Agents和Workflows孰好孰坏,LangChain创始人和OpenAI杠上了
Founder Park· 2025-04-21 12:23
但 LangChain 创始人 Harrison Chase 对于 OpenAI 在文中的一些观点持有异议,尤其是「通过 LLMs 来主导 Agent」的路线,迅速发表了一篇长文回 应。 Harrison Chase 认为,并非要通过严格的「二元论」来区分 Agent,目前我们看到大多数的「Agentic 系统」都是 Workflows 和 Agents 的结合。理想 的 Agent 框架应该允许从「结构化工作流」逐步过渡到「由模型驱动」,并在两者之间灵活切换。 相比 OpenAI 的文章,Harrison Chase 更认同 Anthropic 此前发布的如何构建高效 Agents 的文章,对于 Agent 的定义,Anthropic 提出了「Agentic 系 统」的概念,并且把 Workflows 和 Agents 都看作是其不同表现形式。 总的来说, 这是大模型派(Big Model)和工作流派(Big Workflow)的又一次争锋, 前者认为每次模型升级都可能让精心设计的工作流瞬间过 时,这种「苦涩的教训」让他们更倾向于构建通用型、结构最少的智能体系统。而以 LangGraph 为代表的后者,强调 ...
人工智能领域的新突破:利用生成式与智能体AI创新提升临床试验效率与质量
IQVIA· 2025-04-21 08:55
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The clinical research arena is experiencing transformative advancements due to the successful application of Generative AI (GenAI) tools, enhancing efficiency and quality in clinical trials [4][6] - Regulatory agencies, including the FDA, are beginning to establish guidelines for the responsible use of AI in clinical studies [6] - The report emphasizes a multi-pronged approach to safeguard efficiency and quality in clinical trials through various AI methodologies [19] Overview - The report highlights the increasing anticipation among industry professionals regarding the potential of AI to improve clinical trials and healthcare [4] - There are numerous opportunities to leverage AI technologies across the clinical trial ecosystem, including design, patient engagement, and regulatory submissions [5] AI Methodologies - Distinction is made between Generative AI, which generates responses based on training data, and agentic AI, which independently handles complex problems [10][11] - A holistic approach is necessary for developing AI frameworks, emphasizing the importance of training, ethical considerations, and human oversight [12][13] Safeguards for AI in Clinical Trials - Five critical categories of safeguards are identified to ensure the safe and efficient use of AI in clinical studies: curating and containerizing data, integrating "human-in-the-loop," harmonization of response, objectivity, and recognizing uncertainty [19][20] - Curating training data is essential to avoid poor-quality responses and ensure reliability in clinical operations [24][25] - The integration of human oversight is crucial to optimize quality and prevent erroneous outputs from AI systems [26][29] Use Cases of AI in Clinical Trials - The report discusses successful applications of AI, including a scientific Q&A chatbot used in a Phase III trial, which improved the efficiency of protocol clarifications and reduced the burden on medical monitors [39][40] - The chatbot's success was attributed to rigorous training, harmonized responses, and the ability to recognize knowledge gaps [41][42]
Exa:给 AI Agent 的 “Bing API”
海外独角兽· 2025-04-07 12:09
作者:yongxin 编辑:Siqi Agentic AI 的 3 要素是:tool use,memory 和 context,围绕这三个场景会出现 agent-native Infra 的 机会。 01 . 为什么 Search API 很重要 按照场景和信息需求类型,搜索行为大致可以被分为四类: • 第一类,高频快速查询, 指的是一两步内就能完成的查询。Google 大部分的 query 还是以几个单词为 主,用户得到答案后马上离开,不会进行深入的查询。对于这类查询 Google、Bing 还是最好的应用,新 玩家几乎没有挑战的机会。 • 第二类,研究性质的深入查询, 用户可以和搜索工具反复交流,获取知识。这一类搜索是 LLM 和 LRM 带来的新场景,对应的代表性产品形态分别是 Chatbot 和 Deep research。 Agent 所获取到的信息质量是 agent 推理的起点,虽然 LLM 带来了 perplexity 为代表的 AI answer engine,提供了完全不同于传统搜索引擎的体验,但这些产品仍旧面向的是人类用户,产品逻辑是围 绕人类行为设计的。 在我们 MCP 的研究中发现, ...
NVIDIA GTC 2025:GPU、Tokens、合作关系
Counterpoint Research· 2025-04-03 02:59
随着我们迈入 Agentic 时代,对于各组织机构而言,若要对模型进行扩展以实现高效推理,他们将需要 在从训练到推理的每一个步骤中都遵循扩展流程。在 NVIDIA GTC 2025 上,黄仁勋的愿景以及所发布 的消息聚焦于在从企业信息技术、云计算到机器人技术等各个行业中构建 " AI工厂"。 为了让AI工厂取得成功,NVIDIA持续创新,并提供完整的AI技术栈,包括芯片、系统和软件,以最高 的效率来加速和扩展AI。该公司的方法涵盖了Agentic AI 和 Physical AI 领域。NVIDIA在其整个技术栈 方面做出了以下发布内容: 图片来源:NVIDIA & Counterpoint Research 芯片方面:从计算路线图到硅光子学领域 都有重大消息发布 图片来源:NVIDIA NVIDIA 的芯片产品组合涵盖了中央处理器(CPU)、图形处理器(GPU)以及网络设备(用于纵 向扩展和横向扩展)。 NVIDIA 发布了其最新的 " Blackwell超级AI工厂" 平台 GB300 NVL72,与 GB200 NVL72 相比,其 AI性能提升了 1.5 倍。 NVIDIA 分享了其芯片路线图,这样一 ...
AI产业化元年,法务「先吃螃蟹」?
36氪· 2025-04-02 00:11
2025年,AI产业化元年已经是箭在弦上,只欠关键场景的"东风"。 iTerms Pro,一个为法务"真干活"的AI智能体。 从越来越多的AI应用自主接入DeepSeek,到Agentic AI(智能体)的崛起,技术和产品形态狂飙,AI 平权化时代来临,似乎也将各行各业的智能化转型推 向了临界点。 在法律 科技 行业,国内头部电子签名产品与解决方案提供商法大大,也以十年积淀给出了自己的答案—— 基于自研法律大模型,发布法务AI智能体产品 iTerms Pro。 深究AI产业化的本质,不难发现:AI的价值不在于炫技,而在于让技术穿透专业场景, 尤其是容错率极低的法务岗位,好的法务AI产品需要做的是 放大专 业价值,从而实现人机协同的效应。 所以,让AI产品化不难,难的是让AI应用帮法务"真干活"。 合规挑战下,智能体"破局" "法务数字化在中大型客户群体中已经落地了很久,但人与AI协同去驱动业务流转的愿景,却还有很长的路要走。" 法大大产品负责人梅容告诉36氪,目前国内 大概有 一半以上的企业都已经完成了合同的数字化管理。 但与此同时,其中的大多数仍困在"流程线上化"的浅水区,大量的非标合同依赖人工审查和驱动, ...
Sense Club|AWS 北京站活动,从对话到执行,共探 Agentic 新范式
深思SenseAI· 2025-03-23 03:00
亚马逊云科技 从对话到执行: Agentic 开启新范式 * 2025/03.30 | 北京站 >>>>> 在 AI 的下一个浪潮中,我们不再满足于对话,而是追求行动与执行。这场系 列活动为那些站在 AI 革命前沿的开发者与创业者而生 -- 那些不仅看到 Agentic Al 的技术可能,更能洞察其重塑产业的无限潜能的先行者们。我们 相信,Agent 不仅是技术演进,更是思维与商业模式的全新起点。在这里,你 将获取前沿技术洞察、实战开发经验、商业化路径探索,以及与志同道合者 建立的宝贵连接。我们不仅提供知识和灵感,更通过 Ignite Agent 云创计划 为有远见的创业者提供关键支持 -- 从技术资源、基础设施、专家指导到市 场对接,全方位加速你的 Agent 创新从概念到市场的旅程。现在就行动起 来,未来属于那些不只对话,更敢于执行的创造者。 Multi-Agent框架拆解 借助MCP加速应用开发 © 活动时间:2025年3月30日 0 活动地点:北京市朝阳区颐堤港写字楼18层 品 合作机构: ENP 13特工学审 深 思 間 CAMEL-AI 扫码立即注册 t 会议日程 0 (919 ● 14:00~1 ...
【电子】英伟达GTC2025发布新一代GPU,推动全球AI基础设施建设——光大证券科技行业跟踪报告之五(刘凯/王之含)
光大证券研究· 2025-03-22 14:46
点击注册小程序 特别申明: 本订阅号中所涉及的证券研究信息由光大证券研究所编写,仅面向光大证券专业投资者客户,用作新媒体形势下研究 信息和研究观点的沟通交流。非光大证券专业投资者客户,请勿订阅、接收或使用本订阅号中的任何信息。本订阅号 难以设置访问权限,若给您造成不便,敬请谅解。光大证券研究所不会因关注、收到或阅读本订阅号推送内容而视相 关人员为光大证券的客户。 报告摘要 北京时间3月19日凌晨,英伟达举办2025年GTC大会,黄仁勋在圣何塞 SAP 中心发表的现场主题演讲,关 注代理式AI、机器人、加速计算等领域的未来发展。此外,该大会还包括1000多场具有启发性意义的会 议,以及400多项展示、技术实战培训和大量独特的交流活动。 提出Agentic AI,新的推理范式将继续推动全球数据中心建设 黄仁勋按照"Generative AI(生成式AI)、Agentic AI(智能体)、Physical AI(具身AI)"三个阶段的进 化路线,将Agentic AI描述为AI技术发展的中间态。Scaling Law的发展需要投入更多的数据、更大规模的 算力资源训练出更好的模型,训练规模越大,模型越智能,预计全球数 ...