Weave Communications (WEAV) Q1 2025 Earnings Call May 05, 2025 04:30 PM ET Company Participants Mark McReynolds - Head of Investor RelationsBrett White - CEOJason Christiansen - CFOTimothy Greaves - Equity Research Associate Conference Call Participants Alex Sklar - AnalystBrent Bracelin - Sr. Research AnalystParker Lane - AnalystMichael Funk - Analyst Operator Ladies and gentlemen, greetings and welcome to the Vii First Quarter '20 '20 '5 Financial Results. At this time, all participants are in a listen on ...

当前，AI 领域呈现出一种近乎"追星式"的热情氛围，每当有新的东西发布，便迅速引发广泛关注与高度评价，仿佛技术变革即将一触即发。同时大 家情绪也波动剧烈，从"危机论"到"爆发论"频繁切换。OpenAI 最近出的《A Practical guide to building AI agents》的指南，就是他们最近捧上天 的"神作"。它直接被捧成了"圣经"，一时间风头无两。 整理 | Tina 这份 34 页的指南被誉为"市面上最优秀的资源"，旨在为产品和工程团队提供构建 AI 智能体的实用方法，涵盖了 Agent 的定义、识别 Agent 应用 场景、设计框架、逻辑和编排模式等关键方面。 不过，以冷静理性著称的 LangChain 创始人 Harrison Chase 对 OpenAI 的这份指南中提出的一些核心观点表达了强烈异议，甚至表示该指南一 开始就让人感到"恼火"。他公开批评这份指南"具有误导性"，并罕见地进行了逐字逐句的分析。 他认为，OpenAI 在定义 Agent 时采取了一种过于僵硬的"二元对立"方法。实际上，目前大多数"Agentic 系统"都是 Workflows 和 Agents 的有机 ...

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 ...

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 ...

Core Insights - Intelligent Product Solutions (IPS) has joined Zebra Technologies' PartnerConnect program as a Registered Alliance Partner, focusing on software solutions development and systems integration [1][2][3] - The partnership provides IPS with access to Zebra's innovative portfolio, training, and marketing benefits, enhancing collaboration opportunities within the Zebra ecosystem [2][3] Company Overview - IPS is a subsidiary of Forward Industries and is recognized for its expertise in product design and engineering, particularly in MedTech and wearable technology [4] - The company serves leading brands in consumer electronics and medical devices, including Neuvotion, Google, Verizon, and Zebra Technologies [4]

Core Insights - Intelligent Product Solutions (IPS) has joined Zebra Technologies' PartnerConnect program as a Registered Alliance Partner, focusing on software solutions development and systems integration [1][2][3] - The partnership provides IPS with access to Zebra's innovative portfolio, training, and marketing benefits, enhancing collaboration within the Zebra ecosystem [2][3] - The PartnerConnect program aims to support various partners, including distributors and independent software vendors, to meet market demands and foster growth [3] Company Overview - IPS is a subsidiary of Forward Industries and specializes in product design and engineering, particularly in MedTech and wearable technology [4] - The company serves leading brands in consumer electronics and medical devices, including Neuvotion, Google, Verizon, and Zebra Technologies [4]

Core Insights - Intelligent Product Solutions (IPS) has joined Zebra Technologies' PartnerConnect program as a Registered Alliance Partner, focusing on software solutions development and systems integration [1][2][3] - The partnership provides IPS with access to Zebra's innovative portfolio, training, and marketing benefits, enhancing collaboration opportunities within the Zebra ecosystem [2][3] Company Overview - IPS is a subsidiary of Forward Industries (NASDAQ: FORD) and specializes in product design and engineering, particularly in MedTech and wearable technology [4] - The company serves leading brands in consumer electronics and medical devices, including Neuvotion, Google, Verizon, and Zebra Technologies [4]

Core Viewpoint - DocuSign, Inc. (DOCU) has seen a significant share price increase of 24.3% over the past year, outperforming the industry average rise of 4.5% [1] Group 1: Revenue Growth and Customer Demand - DocuSign's revenue growth is driven by sustained customer demand for eSignature solutions within a large addressable market [2] - The customer base has expanded from 1.3 million in fiscal 2023 to 1.5 million in fiscal 2024, and is projected to reach 1.7 million in fiscal 2025 [2] - International revenues have shown consistent growth, accounting for 25%, 26%, and 28% of total revenues in fiscal 2023, 2024, and 2025, respectively [2] Group 2: International Expansion Strategy - The company has initiated international sales efforts in Canada, the UK, and Australia, leveraging its core technologies due to similar e-signature practices in these regions [3] - There is a rising demand across various geographies, prompting the company to focus its sales and marketing efforts to capitalize on this potential [3] - The growth momentum is expected to continue in the coming years based on current trends [3] Group 3: Business Growth Strategy - DocuSign's growth strategy includes expanding product use cases by managing and automating various agreement workflows across different business processes [4] - A significant portion of R&D investment is allocated to enhancing existing solutions and developing new ones [4] - The company aims to provide a seamless self-service experience, allowing customers to engage and manage their accounts in a low-touch manner [4] - Continued investment in APIs and support mechanisms is planned to enhance value creation between developers and the company [4]

图片来源： Andreessen Horowitz Z Highlights: Yoko Li 是风投公司 Andreessen Horowitz （ a16z ）的合伙人，专注于开发者工具、基础设施与人工智能领域，是推动 AI 原生工具生态的重要推动者之一。 自从OpenAI于2023年推出Function Calling功能以来，我一直在思考，如何才能真正激活一个agent与工具协同运作的生态系统。随着基础模型变得越来越智 能，Agent与外部工具、数据和API的交互却日益碎片化：开发者需要为每一个系统单独编写特定的业务逻辑，才能让agent正常运行和集成。 很明显，我们迫切需要一个统一的标准接口（interface），来规范执行、数据获取和工具调用的方式。 API曾是互联网时代的重要桥梁，为软件之间的通信 建立了通用语言，而AI模型领域目前还缺乏类似的标准。 2024年11月推出的MCP（Model Context Protocol）在开发者（developer）和AI社区中快速引起关注，并有可能成为解决方案。 在这篇文章中，我们将介绍 什么是MCP，它如何改变AI与工具的交互方式，开发者已经基于它构建 ...