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The Information:硅谷投资人都在看华人 Agent 公司
Founder Park· 2025-07-09 13:24
Core Viewpoint - The article discusses the rising interest in AI agent startups founded by Chinese entrepreneurs, highlighting their innovative products and the attention they are receiving from major players like OpenAI [3][4]. Group 1: AI Agent Startups - Manus, an AI agent product developed by Chinese founders, gained significant attention earlier this year and received funding from Benchmark [4]. - Other notable AI agent products include Genspark, Lovart, Flowith, and Fellou, which aim to automate various tasks such as data analysis and scheduling [4][5]. - Lovart, founded by former ByteDance executive Chen Mian, attracted over 100,000 registered users within five days of its limited release [7]. Group 2: Product Features and Performance - Genspark's Super Agent, launched in April, can analyze raw data and create presentations, and even make phone calls for reservations [7][8]. - Within 45 days of its launch, Super Agent achieved an annual recurring revenue (ARR) of $36 million, indicating a strong market demand with at least 144,000 paying customers [8]. - Genspark has raised $160 million in funding and has been recognized by OpenAI and Anthropic for its use of advanced AI models [8][9]. Group 3: Strategic Moves and Market Positioning - Many of these startups are establishing headquarters in regions like Singapore to mitigate regulatory risks associated with their operations [9][10]. - Manus has relocated its headquarters to Singapore and has opened offices in California and Tokyo, while Genspark operates from both Singapore and Palo Alto [10][11].
New Workday Report: Unmanaged Contracts Result in Significant Financial Losses and Undiscovered Business Value
Prnewswire· 2025-07-09 13:15
Workday Research Reveals 76% of Employees Don't Know Who Owns Contracts, Resulting in Lost Revenue and Missed Opportunities PLEASANTON, Calif., July 9, 2025 /PRNewswire/ -- Workday, Inc. (NASDAQ: WDAY), the AI platform for managing people, money, and agents, today released "The Contract Intelligence Index Report." This research uncovers a widespread problem: many companies don't clearly define who is responsible for their contracts. This lack of clarity results in significant financial losses, inefficient o ...
我们为何集体误判了Manus:AI泡沫,才刚开始破裂
阿尔法工场研究院· 2025-07-09 12:31
以下文章来源于纵所周知101 ,作者纵所周知 101 纵所周知101 . 每一个与 AI 协作方式,都值得纵所周知。 作者 | 纵所周知101 来源 | 纵所周知101 导语: "谁愿意为此付费,为什么?"先验证需求,再优化技术。 深夜12点,朋友圈又炸了。 从爆火到裁员,只用了4个月。这是必然。 我为什么没"蹭"那波流量? 3月7日,当整个科技媒体都在为Manus写赞歌的时候,我选择了另一条路。 不是因为我清高, 说实话,在全网都在为Manus叫好的时候,我选择唱反调是需要勇气的。 毕竟,谁也不想当那个"扫兴的人"。 这次不是因为新的AI突破,而是因为一条裁员新闻——那个4个月前让整个科技圈彻夜不眠的Manus,正在"优化"员工。还记 得3月6日那个不眠之夜吗?整个科技圈都为Manus疯狂,邀请码炒到5万元,200万人排队等候。所有人都在狂欢,说这是"AI Agent的GPT时刻"。 而我,写了一篇文章,泼了一盆冷水。 当时有人说我酸葡萄心理,有人说我不懂技术趋势。现在回头看,那篇文章里的疑问,都在今天得到了印证。 但我看到了一些让我不安的东西: 「没有用到有效内测码,对于没有亲自用过的产品,没有判断依据。 ...
晚点独家丨Agent 初创公司 Pokee.ai 种子轮融资 1200 万美元,Point 72 创投,英特尔陈立武等投资
晚点LatePost· 2025-07-09 11:38
以下文章来源于晚点科技 ,作者晚点团队 晚点科技 . 晚一点,好一点 今年 4 月,《晚点 LatePost》曾访谈 AI Agent 创业公司 Pokee.ai 创始人朱哲清, 他分享了强 化学习如何用于构造 Agent 。 我们了解到,Pokee.ai 近期完成种子轮融资,募资额约 1200 万美元。投资人包括对冲基金 Point72 旗下风险投资机构 Point72 Ventures、芯片公司高通的风投部门 Qualcomm Ventures, 以及英特尔 CEO 陈立武、前 Adobe CTO Abhay Parasnis 和前 Tinder CTO Maria Zhang。 Pokee.ai 去年 10 月成立,最近也只有 7 名员工。创始人朱哲清告诉我们,完成融资后 Pokee.ai 不计划大规模扩招,短期内研发员工数量不会超过 10 人。资金将用于扩张其 Agent 产品 Pokee 的可选工具集、加快对大公司客户销售。 创立 Pokee.ai 之前,朱哲清曾任 Meta "应用强化学习" 部门负责人,用强化学习算法改善内容推荐系 统,把上任前只剩 3 人,一度要关停的部门扩张至 10 余人,为 ...
跨境支付概念股走强,信雅达、大智慧涨停,金融科技ETF(516860)冲击5连涨
Xin Lang Cai Jing· 2025-07-09 05:36
截至2025年7月9日 13:13,中证金融科技主题指数(930986)上涨0.38%,成分股大智慧(601519)上涨10.04%,信雅达(600571)上涨10.01%,金证股份(600446)上 涨8.62%,京北方(002987)上涨8.50%,中亦科技(301208)上涨7.28%。金融科技ETF(516860)上涨0.21%, 冲击5连涨。最新价报1.45元。拉长时间看,截至 2025年7月8日,金融科技ETF近1周累计上涨3.67%。 流动性方面,金融科技ETF盘中换手6.98%,成交7672.75万元。拉长时间看,截至7月8日,金融科技ETF近1周日均成交1.75亿元。 消息面上,A股市场跨境支付、多元金融、数字货币概念股震荡走高。此前央行修订《人民币跨境支付系统业务规则》并公开征求意见,市场预期稳定币在 跨境支付及清结算领域的应用可能加速落地,推动相关概念股上涨。 机构指出,AI Agent 有望成为应用新范式,新一代 AI 技术带来产品能力及交互方式的全面变革。全新的技术栈与开发范式赋予产品更广阔的创新拓展空间 和更快速的创意迭代进程,AI 技术也在用户侧深刻重塑用户行为模式与交互习惯。开 ...
企业数智化突围:雇佣“AI数智员工”军团
Sou Hu Cai Jing· 2025-07-09 03:44
在预算紧缩、消费者注意力碎片化的当下,企业营销正面临前所未有的效率困局。传统营销工具虽能加速内容生产,却难以应对动态市场的复杂决策——这 正是许多企业投入巨大却收效甚微的症结所在。当竞争对手的AI系统已能自主分析数据、制定策略并实时优化活动时,固守旧工具的企业将面临代际差距 的碾压。 一、从"执行者"到"思考者":服务员故事揭示的AI进化论 想象一家餐馆的两类服务员: 小李型AI精准记录订单传递厨房,却从不主动推荐菜品或洞察需求,如同仅能生成文案、分析预设数据的传统AI工具。 小王型AI看到顾客点咖喱烤饼便建议热汤,记住常客喜好主动询问复购——这恰是AI Agent(智能体) 的雏形,具备环境感知与自主决策能力。 二者的本质区别在于能力维度:传统AI是被动执行者,依赖人工指令完成孤立任务;而AI Agent则是主动规划者,可感知环境、拆解目标、调用工具并持续 进化。例如迈富时部署的AI Agent解决方案,已能像"数智员工"般接管从市场洞察到策略落地的全流程。 二、解剖AI Agent的三层核心引擎:为何它能做到传统AI不能? 1. 感官系统:打破数据孤岛的多维感知 通过自然语言处理、计算机视觉整合文本、图像 ...
高盛:中国软件_产品追踪_人工智能代理升级,多模态人工智能模型解锁应用场景;软件项目投标评审
Goldman Sachs· 2025-07-09 02:40
7 July 2025 | 9:24AM HKT China Software: Product Tracker: AI agents upgraded, multi-modal AI models to unlock use cases; Software projects bidding review We reviewed software product launches form 1Q25 till date (Exhibit 1), and see the momentum of AI-native applications and software with AI features new launches remaining strong in 2Q25, especially agentic AI, multi-modal AI model, and model deployment. Vendors across AI foundation models and applications are migrating from basic integration to LLMs to mor ...
斯坦福毕业,用RL做Agent,华人创业团队种子轮融资1200万美元
机器之心· 2025-07-09 00:50
机器之心原创 作者:Youli Pokee AI 公开测试版现已正式上线! 「哈喽,可以听到吗?」北京时间上午 10 点,大洋彼岸的 Pokee.ai 创始人朱哲清接通了我们的连线电话, 此刻他正位于美国西海岸,当地时间为前一日晚上 7 点。 用他的话说最近的状态就是「忙」,非常忙。忙着发布 Agent 产品 Pokee AI 的公开测试版,忙着处理第一 轮融资的各种后续事宜,忙着对核心 4 人组团队「扩张」至 7 人,忙里偷闲在小红书庆祝自己 29 岁生日, 并在评论下认真回复网友提问…… 「忙」,或许不是从最近开始的,往前数 200 多天,那时候也「忙」。忙着成立 Pokee.ai,忙着与 100 多位 投资人聊如何用强化学习模型构建 AI Agent,忙着准备产品内测。 再往前数到 2017 年,依旧是「忙」。一边忙着在斯坦福攻读强化学习方向博士学位。一边忙着在 Meta 工 作,带领团队将强化学习落地到广告竞价、自动内容生成等业务,为公司带来高额增收。 朱哲清似乎已经习惯了「忙」。可他说,创业虽然忙,但有了更多的时间去思考,这是一种全新的体 验…… 创业是从去年 10 月开始的,公司名为 Pokee. ...
策略点评:产业催化在即,重视AI弹性
Bank of China Securities· 2025-07-09 00:07
Strategy Overview - The report emphasizes the upcoming release of GPT-5 in summer 2025, which is expected to catalyze the AI industry by transitioning from a general language model to a multi-task agent, enhancing market dynamics [2][3][20] - The AI industry chain is experiencing a positive trend, with both domestic and overseas computing power performance improving, indicating a favorable environment for investment in sectors such as optical communication, servers, computing chips, cloud computing, and AI agents [2][7][20] Key Events Tracking - GPT-5 is anticipated to support multiple input modalities including voice, images, code, and video, marking a significant advancement over previous models [3][20] - Huawei's CloudMatrix 384 AI cloud service has achieved performance levels comparable to NVIDIA's flagship products, indicating a milestone in China's AI infrastructure capabilities [4][8] - Xiaomi has launched its first AI glasses, which are lightweight and feature advanced functionalities, signaling the entry of major consumer electronics players into the AI end-product market [4][12] AI Industry Chain Performance - The AI industry chain is in a verification phase of upward momentum, with significant growth in AI glasses and AI mobile products expected to drive the end-side industry chain [2][12] - In Q1 2025, global AI glasses sales surged by 216% year-on-year, driven by new product launches from various manufacturers, including Xiaomi [12][13] - The performance of overseas AI applications has been strong, with companies like Palantir and Tempus showing impressive revenue growth, which may catalyze further investment in AI applications [20] Computing Power Infrastructure - The demand for overseas computing power remains robust, with major cloud providers reporting significant capital expenditures, indicating sustained growth in the sector [7][8] - Domestic computing power performance is strengthening, with local chip manufacturers seeing increased orders and inventory, suggesting a recovery in the domestic computing power industry chain [7][8] - Huawei's AI computing cluster has surpassed NVIDIA's in several key performance metrics, showcasing advancements in China's AI infrastructure [8][10] AI Application Trends - The report highlights the emergence of AI agents as a core form of productivity and interaction, with major tech companies like Microsoft and Google focusing on developing AI agent capabilities [20] - The anticipated release of GPT-5 is expected to further catalyze the AI application sector, enhancing the capabilities of AI agents and their integration into various applications [20]
Bonus独家|智谱AI智能终端行业部总经理何国帅离职
3 6 Ke· 2025-07-08 12:50
36氪「职场Bonus」(ID:ZhiChangHongLi) 《职场Bonus》6月30日独家获悉,智谱智能终端行业部总经理何国帅将要离职,"目前在走离职相关手续"。离开后,何国帅将作为联创加入智谱前COO 张帆的创业公司,负责商业化相关工作。 《职场Bonus》向智谱AI求证,智谱AI对此暂未回复。 36氪「职场Bonus」(ID:ZhiChangHongLi) 此前,《职场Bonus》独家获悉,智谱AI COO张帆于6月离职,在AI Agent领域继续创业。针对张帆离职创业一事,智谱AI官方回应称:"张帆离开后的创 业项目也是智谱MaaS(模型即服务)平台生态的一份子,帮助智谱模型完成最后一公里的转化,其新项目已获得智谱的投资支持。 今年年初,智谱商业化部门曾发生过一次变化:进行了小规模的"人员流动",张鹏和张帆虽仍共同负责商业化,但各自手下管理的业务经历了打散重组, 具体划分方式不再按照ToB/ToG的逻辑,按照CEO张鹏管部分业务+分公司,COO张帆分管部分业务+区域分公司。 前有年初的架构调整,后有年中业绩考核。知情人士向《职场Bonus》分析称,7月份智谱的管理层或出现频繁调整,具体情况待观察。 ...