Financial Data and Key Metrics Changes - In the first quarter of 2025, net revenue increased by 11% to reach BRL1.19 billion, driven by the successful conversion of annual contract value into revenue, which is a 17% increase compared to the same period in 2024 [8] - Adjusted EBITDA for the 2025 cycle to date was BRL420 million with a margin of 37.2%, an increase of 5% from BRL402 million in the last cycle [9][10] - Free cash flow totaled BRL144 million in the 2025 sales cycle, representing a 176% increase compared to the same period in 2024 [10][18] Business Line Data and Key Metrics Changes - Complementary solutions showed the highest growth rate among business segments with a 24% expansion compared to the same period last year [8] - Subscription revenue increased by 17% to BRL1.019 billion, representing 90% of total revenue, while non-subscription revenue dropped by 6% [14] - Adjusted net profit for the first quarter of 2025 totaled BRL26 million, a 49% increase compared to the same quarter in 2024 [17] Market Data and Key Metrics Changes - In the government segment, revenues generated from five new contracts amounted to BRL5 million, compared to BRL69 million in the first quarter of 2024 [14] - The net revenue of B2G reached BRL41 million, a decrease of 40% compared to the 2024 sales cycle [14] Company Strategy and Development Direction - The company is focused on operational efficiency and cost-saving measures, which have positively impacted profitability [9] - Continuous development of the technological platform, Lural, aims to enhance service delivery and educational inclusivity [11] - The company expects stable margins for 2025, with a focus on maintaining a strong product mix [26] Management's Comments on Operating Environment and Future Outlook - Management anticipates a challenging credit landscape for non-premium brands but remains committed to generating free cash flow and reducing net debt [20][22] - The company is optimistic about the pipeline for new contracts in B2G and expects to see sound growth in this segment [32] Other Important Information - The average payment terms for accounts receivables were 180 days, which is eight days higher than the comparable quarter [20] - The net debt position decreased by BRL40 million from the previous quarter, attributed to positive cash flow generation [21] Q&A Session Summary Question: How do you see margins for 2025 comparing to 2024? - Management expects stable margins for 2025, likely above 30%, with Q1 and Q2 having lower margins due to marketing spending concentration [26] Question: What is the strategy in terms of mix and expectations for the B2G business? - The strategy includes a focus on enhancing the mix in B2G, with expectations for new contracts to improve performance in Q2 and Q3 [27][28] Question: Do you expect a lower B2G revenue this year or should there be seasonality? - Management indicated that the seasonality for B2G should be similar to previous years, with a normal distribution expected [31]

21世纪经济报道记者王峰 北京报道 中共中央政治局近日就加强人工智能发展和监管进行第二十次集体 学习，强调推进人工智能全学段教育和全社会通识教育，源源不断培养高素质人才。 人工智能作为引领新一轮科技革命和产业变革的战略性技术，深刻改变人类生产生活方式。取得人工智 能领域优势，要在基础研究方面取得突破，也要在产业应用方面取得领先，但不管硬实力还是软实力， 归根到底要靠人才实力。 各部门、各地方已经着手落实推进人工智能教育。今年4月，教育部等九部门印发《关于加快推进教育 数字化的意见》，其中提出，统筹推进大中小学人工智能教育一体化，建设"通用+特色"高校人工智能 通识课程，建设一批高校智慧课程，开好中小学信息科技相关课程，鼓励开设人工智能特色课程。近 日，教育部举办人工智能校长局长专题培训班，要求加快建设人工智能课程体系、推进课程教材建设， 全面提升教师的智能素养和育人本领。北京市教委出台《北京市推进中小学人工智能教育工作方案 （2025—2027年）》，河南省教育厅发布《河南省"人工智能+教育"三年行动计划（2025—2027年）》 等，均部署开展全学段人工智能通识教育。 推进人工智能教育，是为了培养人工智能领 ...

Core Viewpoint - The article discusses the upcoming launch of a large-scale AI education pilot project by eSelf.ai in Israel, set to begin in May 2025, which aims to integrate AI tutors into the educational system, potentially transforming student engagement and learning experiences [1][7]. Group 1: eSelf.ai and AI Education - eSelf.ai will connect students with dynamic video AI tutors that can interact using voice and display images, videos, and whiteboards [3]. - The project will cover over 10,000 students and is supported by Harvard University for academic framework and evaluation [7]. - eSelf.ai's AI tutors are designed to simulate real-life teaching experiences with features like natural voice, virtual whiteboards, and real-time interaction, enhancing student engagement [5]. Group 2: AI Tutor Interaction and Student Engagement - The integration of AI tools in education is shifting from chatbots to personalized conversational avatars, significantly changing student engagement [4]. - eSelf.ai emphasizes voice interaction, as students prefer speaking over typing during learning, which enhances the learning experience [5]. - The AI tutors can switch languages, addressing language barriers and improving learning comfort and participation [5]. Group 3: Comparison with Other AI Educational Tools - Tavus offers a video interface that creates a "face-to-face" interaction, allowing for emotional resonance between students and AI [8]. - Tavus's system can detect students' facial expressions and emotional responses, enabling personalized teaching adjustments [10]. - Khanmigo from Khan Academy encourages critical thinking through Socratic questioning, leading to higher student satisfaction compared to traditional methods [12]. Group 4: Challenges and Future of AI in Education - The article highlights the "uncanny valley effect," where AI that closely resembles humans but appears unnatural can cause discomfort among users [13][16]. - Developers must balance humanization and comfort in AI design to avoid rejection by users [16]. - By 2026, AI tutors are expected to become standard in classrooms, representing a significant shift in educational philosophy, where AI will be seen as partners rather than mere tools [17].

4月9日，据教育部网站消息，近日，美国俄亥俄州通过有关高等教育法案，其中包含涉华消极条款，对 中美高校教育交流合作施加限制。教育部提醒广大留学人员，近期选择赴美有关州学习时做好安全风险 评估，增强防范意识。 【2】教育部：鼓励引导高校学生积极参军入伍 日前，教育部印发通知，加大征兵宣传进校园工作力度，进一步激发高校学生参军报国热情，鼓励引导 高校学生特别是应届毕业生积极参军入伍。通知强调，高校学生是建设世界一流军队的重要人才资源。 【1】教育部发布赴美留学预警 日前，天津市教委印发《关于加强中小学人工智能教育的实施意见(试行)》的通知，其中明确，根据天 津市实际，2025年春季学期，在发挥好天津市6所国家级中小学人工智能教育基地校先行先试、示范引 领作用的基础上，选取部分区域、中小学校进行试点。2025年秋季学期开始，在全市中小学校全面实 施。 【5】三亚将新增10000个学位 4月9日，据三亚发布微信公众号消息，三亚召开市委教育工作领导小组会议。会议提到，今年三亚将新 增基础教育公办学位1万个，完成10所乡村小规模学校和小学教学点撤并，深化扩展义务教育学校午餐 午休工作，实现义务教育阶段有条件的学校全覆盖。 ...

3月11日 ，中国 - 东盟产业合作发展促进会常务会长、欧亚国际董事局主席廖斌，以及促进会副秘书长杜昊鹏、中科院科研秘书张欣阳 等 一行领导莅临北京光年无限（图灵机器人）进行考察交流。北京光年无限的 CEO 俞志晨与总裁郭家携团队对到访领导表示热烈欢迎，并陪同 展开座谈。 中国 - 东盟产业合作发展促进会是在中国与东盟全面战略伙伴关系不断深化，双方贸易合作日益紧密的背景下应运而生的国际非营利组 织。它由多方联合倡议成立，秉持着"交流合作、发展共赢"的宗旨，致力于打造国际交流、产业合作和商务服务平台，重点推动科技、绿 色、健康、文旅等产业，以及国际产融、中小企业、国际交流等领域的合作发展。 在座谈会上，郭家首先对北京光年无限的发展历程、业务全貌及软硬件产品进行了全面而系统的介绍， 重点介绍了公司技术定位——基 于 DeepSeek等通用大模型，打造国内最强的教育行业大模型。 随后杜昊鹏副秘书长也详细阐述了促进会的相关情况。双方围绕人工智能教 育、 AI 自习室等议题展开了深入且富有成效的交流。 最后，廖斌会长对北京光年无限公司的技术实力与创新能力给予了高度评价， 并表达了对双方在人工智能 + 教育领域及教育硬件 ...