Investment & Market Focus - Data Bricks 获得大量投资者的关注，尤其是在 Figma 上市后 [1] - 投资者最关心的问题是 Agentic AI 是否能真正实现企业内部工作的自动化，以及投资回报率 [2][4] - Data Bricks 认为 Agent Bricks 和 Lakebase 是两大投资机会，但目前仍处于早期阶段 [3] Product Development & Strategy - Data Bricks 专注于数据智能，旨在利用企业现有数据解决实际问题，而不是追求超级智能 [8][7] - Agent Bricks 专注于构建能够解决企业日常任务的智能代理 [7][10] - Lakebase 旨在为 Agentic AI 提供数据库支持 [12] Industry Trends - IT 部门对使用低代码技术自行构建软件的兴趣日益浓厚 [11] - 企业对 Agent Bricks 的需求巨大，希望利用其实现工作流程自动化 [10]

刚刚试用了 @protocol_fx 这个平台，开了个 3x 杠杆的 $ETH 多单。这个平台有个好处就是几乎不用给资金费率，因为它的杠杆是通过抵押品 + 协议记账生成的合成头寸来实现的，所以没有对手盘，也就不需要资金费率，对于中长线交易来说相对比较友好。然后这个平台被清算的概率也比较低，因为他们有个自动再平衡机制，当仓位的杠杆率太高，快要接近清算阈值的时候，系统会自动帮你卖掉一点抵押品来还掉一部分债务，把风险压下来。现在他们有个交易大赛，最低 500u 就可以参加，排名规则是按仓位的收益率（ROI）来计算的，所以对于小资金玩家来说还是相对比较公平的，第 1 名可以拿到 10,000u 的奖金，活动到 9 月 14 号结束，感兴趣的可以去看一看。• 官网链接：https://t.co/TqoqI3xnMzf(x) Protocol (@protocol_fx):Let the g̶a̶m̶e̶s̶ trading begin!f(x) Trading Competition is officially live 🔥From August 14 to September 14, compete for the ...

Financial Data and Key Metrics Changes - Total revenue for Q2 2025 decreased by 13.6% to $4 million compared to $4.6 million in Q2 2024 [13] - SaaS revenue grew by 12.6% to $1.6 million from $1.4 million year-over-year, driven by early payables automation successes [13] - Professional services revenue decreased by 29% to $1.9 million from $2.7 million in the same period last year [14] - Net loss for Q2 was $568,000 compared to net income of $75,000 in Q2 2024, with loss per share at $0.13 [16] - Adjusted EBITDA was $28,000 compared to $698,000 for the same period in 2024 [17] Business Line Data and Key Metrics Changes - SaaS revenue, including hosting, showed growth of 12.6% [13] - Software maintenance services revenue decreased by 6.6% [14] - Professional services revenue constituted 49% of total revenue for the quarter, down from 56% last year [14] - Consolidated gross margin increased by 328 basis points to 68% [15] Market Data and Key Metrics Changes - Key vertical markets such as construction and homebuilding faced challenges due to higher interest rates and tariffs, leading to longer sales cycles [8] - K-12 education sector is experiencing concerns due to cuts in public education, affecting sales timelines [8] Company Strategy and Development Direction - The company aims to expand sales through various channels and has rebuilt its backlog of orders to historical levels [6] - Investments in sales and marketing are prioritized to enhance customer lifecycle management [9] - The company is committed to leveraging AI across three core pillars: new features, marketing and customer support, and internal development efficiencies [12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about renewed customer activity and expects a strong fourth quarter [9] - The company anticipates SaaS revenue growth and positive adjusted EBITDA despite a projected decline in overall revenue for 2025 compared to 2024 [18] - Management believes in the strength of their competitive position and plans to reinvest cash flow into sales and development [39] Other Important Information - The company has successfully paid off $7.6 million in debt and earn-outs, positioning itself for growth investments [12] - The June 1 contract renewal with the largest customer includes price increases, which may improve margins [24] Q&A Session Summary Question: Should margins for professional services return to historic levels? - Management indicated that margins are expected to be a little better than historical levels due to the June 1 contract renewal [22][24] Question: How many customers in the homebuilder sector are live or paused? - Management reported that a high percentage of customers are live and moving aggressively towards go-live dates, with no dissatisfaction reported [26][27] Question: Expectations for SaaS growth moving forward? - Management acknowledged the 12.6% growth but expressed confidence in achieving better results, citing a strong pipeline and new product launches [28][29] Question: Progress in entering new verticals? - Management confirmed ongoing efforts to engage new partners and expand into new verticals, although progress has been slower than desired [34]

Crypto Industry Analysis - ROI (投资回报率) 的计算公式是 "Token is the product" + 适当的市场营销 + 实际利润流，这让加密货币行业感到困惑 [1] - 极少数参与者真正知道如何运作，行业中的佼佼者要么隐退，要么已经离开 [1] - 经验能够孕育韧性 [1] Future Outlook - Zenith 即将到来，行业应关注并学习 [1]

Industry Transformation & Vision - The industry is undergoing a profound and global transformation, impacting work, leisure, health, security, and safety [1] - This transformation represents a pivot of the global economy [1] Enterprise Adoption & ROI - Enterprises need to adopt new technologies at an accelerated pace for the ROI to be effective [2] - Efficient infrastructure in data centers or clouds is crucial for ROI [2] Application Layer Acceleration - Supercharging the application layer is a significant enabler and accelerator [2]

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在城市更新这件事上，我们曾习惯一个朴素的共识：只要把空间"效率"提上去，人自然就会留下来。于是，在过去十年，许多商业更新项目将"坪效提 升""动线优化""货品组合升级"当作铁律，试图以更紧凑的业态、更高频的运营、更快的回报率，换来一个"看起来热闹"的改造成果。 但今天，问题开始浮现： 为什么一些租金高的商场，客流依旧"冷启动"？ 为什么一些投入千万级装修改造的街区，用户愿意拍照却不愿久留？ 为什么我们反复精算动线、加码招商，却换不来真正的复购与社群？ 城市更新做了这么多，却始终留不住"关系"。这不是设计的问题，也不是招商的问题。这是一个关于"空间公式是否过时"的问题。 以效率为核心的城市更新范式，在增量市场下或许高效，但在存量竞争中，它开始显露局限。今天的用户，不缺"能逛"的地方，而缺"值得停留"的理由。 他们不是奔着"逛完就走"的流程来的，而是带着"是否值得驻足、能否建立关系"的评判在进入空间。 因此，我们需要重新理解更新的意义——不是如何更高效地使用空间，而是如何用空间重新组织人与人、人与内容、人与城市的关系。而这，注定不是一 套ROI模型可以回答的。本文希望提出一种新的观察路径：在城市更新迈入存量周期之 ...

Market Trend - There are predictions for Bitcoin to reach $130k-$140k in August [1] - The Myriad market appears attractive based on these Bitcoin predictions [1] Investment Opportunity - A potential 50% ROI exists if Bitcoin reaches $125k before $105k [1]

Strategy & Growth - AI-driven strategy is key to unlocking growth and ROI [1] Resources - Links provided offer further details on the AI strategy [1]

How To Unlock Growth And ROI With This AI-Driven Strategy https://t.co/wc4icZmpQC https://t.co/yG1Q15wQiP ...