RT s4mmy (@S4mmyEth)If you could build an AI agent for any industry, what problem would it solve? ...

RT s4mmy (@S4mmyEth)If you could build an AI agent for any industry, what problem would it solve? ...

If you could build an AI agent for any industry, what problem would it solve?Aaron Levie (@levie):The play right now is to go deep in a vertical and build AI Agents with the context of the critical workflows, domain expertise, specialized instructions, and data of that industry. And build anticipating what’s possible with AI models in a year from now, not just today. ...

🤖🤖🤖Aaron Levie (@levie):The play right now is to go deep in a vertical and build AI Agents with the context of the critical workflows, domain expertise, specialized instructions, and data of that industry. And build anticipating what’s possible with AI models in a year from now, not just today. ...

蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 周观点 聚焦 AI 赛道龙头及中报预喜 聚焦核心赛道龙头及中报预喜。 当前，正处于中报预告窗口，市场较为关心重点公司中报数据，以及产业边际变 化。从海外市场来看，以英伟达、微软为代表的 AI 龙头及纳指持续创新高，对国内科技股风偏提供正向支撑。 建议重视 AI 赛道龙头及中报预喜的公司。 AI 产业催化有望持续密集释放。 人工智能有望迎来产业催化的密集释放窗口。在算力侧，沐曦股份、摩尔线程 科创板首发申请均于 6 月 30 日获得上交所受理；在大模型侧，智谱于 7 月 2 日官宣获得浦东创投集团和张江集 团 10 亿元战略投资， Grok 4 、 GPT 5 等重磅大模型有望陆续发布。另外，世界人工智能大会将于 7 月 26 日 在上海召开。 布局卡位优势显著的 Agent 领军。 目前，随着大模型持续迭代， AI 应用有望加速落地，重点关注 Agent 产业 点击上方"公众号"可订阅哦！ 兴业证券计算机小组 风险提示：板块业绩不达预期；下游需求存在景气度不稳定的风险；科技创新可能带来短期业绩下降。 注：文中报告节选自兴业证券经济与金融研究院已公 ...

为什么开发者"放弃"Cursor 纷纷迁移到 Claude Code？ Claude Code 的 10x 开发体验是如何实现的？它的增长会给 cursor、lovable 等其他现象级 coding 产品带 来哪些影响？它所主打的 CLI 会是 coding 产品的最好形态吗？ 为了更好地理解 Coding 领域正在发生的变化、梳理关键问题，我们邀请到了黄航、Tony、周弋涵三位开发者组织了一场 「Best Ideas」 讨论会，他们结合自 身的开发体验分享了对 Claude Code、cursor、lovable 等 coding 产品的观察，并和海外独角兽社群成员一起讨论了对 coding agent 赛道的观点与洞察。 今年以来 Coding 领域的最大变量是 AI labs 们的加入 ，模型大厂纷纷发力，和创业公司共同竞争这一关键场景： 两周前，all-in coding 的 Anthropic 更新了 Artifacts 功能，用户可以在聊天界面里直接生成、预览和编辑代码，实现类 vibe coding 的体验；同一天，Google 也推出了自己的命令行工具 Gemini CLI，开 发者可以使用 ...

Group 1 - The core viewpoint is that AI entrepreneurship is timely, and entrepreneurs should focus on niche markets with unique data and scenarios [1][3] - AI Agents are expected to become prominent by 2025, characterized by memory capabilities and autonomous reasoning [3] - Investment directions for AI Agents include general-purpose Agents facing users, foundational infrastructure, and vertical industry-specific Agents [3] Group 2 - The four physical application scenarios for AI Agents are embodied intelligence, autonomous driving, drones, and AI toys, with a particular emphasis on embodied intelligence as a historical opportunity for China [3] - Investment preferences should focus on core components like complete machines, joints, tactile sensors, and customized services that achieve scale effects [3] - Three investment logics are proposed: "Investing in Unicorn Tigers," "Investing in Small Town Youth," and "Human, Event, Time, Value" [4] Group 3 - The "Unicorn Tiger" theory suggests using multi-dimensional evaluation standards instead of a single valuation standard for unicorns [4] - The "Small Town Youth" theory highlights entrepreneurs from non-elite backgrounds who possess strong resilience and entrepreneurial spirit [4] - The "Human, Event, Time, Value" theory emphasizes the importance of these four elements in early investment decision-making [4]

图片来源： Anthropic Open AI 和 Anthropic 虽然价格不菲，但这两家模型制造商正快速成长，并利用其主导地位向应用领 域扩张。 • Anthropic年化40亿、OpenAI 120亿美元，但估值仅15-25倍年化营收倍数，显著低于应用层公司 （如Perplexity 116倍、Harvey 70倍） • OpenAI 和 Anthropic这两家公司， 应用领域的未来增长可能冲击估值过高的竞争对手 • 模型商虽增速快，但市场担忧其持续烧钱能力（如Meta开源Llama的冲击） 人工智能领域没有便宜货可捡。 投资者刚刚向成立仅五个月的 Mira Murati's Thinking Machines Lab 注资 20 亿美元，这家机构既无产品，收入也微乎其微。 但若仔细观察，仍能发现价值所在。纵观 AI 领域，通过聚焦估值、增长率和营收数据，可以区分合 理价值与泡沫，甄别出可能成功的企业与那些难以满足投资者过高期望的公司。 行业赢家是两家最知名的 AI 模型开发商—— OpenAI 和 Anthropic 。它们与业内其他公司的区别在 于惊人的增长速度 。 据 The Informat ...

Core Viewpoint - SoundHound AI experienced a significant stock increase of 836% in 2024, but has since declined by 55% from its peak in early 2025 due to Nvidia selling its stake in the company [1][4]. Company Overview - SoundHound AI specializes in voice-assistant technology for various industries, including automotive and restaurants, and is recognized as a first-mover in this space with two decades of experience [5][11]. - The company reported a remarkable revenue growth of 85% for the full year of 2024 and an impressive 151% year-over-year growth in Q1 2025 [5][10]. Market Opportunity - Management estimates a total addressable market of $140 billion, indicating that SoundHound currently captures less than 1% of this market [6][11]. - The rapid growth rate and substantial market potential suggest a long runway for future expansion, which is appealing to investors [8]. Financial Position - Although SoundHound is not yet profitable, it has a trailing 12-month net loss of $188 million, with $246 million in cash and no debt, positioning the company well for future profitability [10]. Competitive Landscape - SoundHound claims a competitive advantage as a "white-label" provider, allowing clients to maintain their branding, unlike larger competitors [11]. - However, increased competition from tech giants and advancements in generative AI may challenge SoundHound's market position [12][13]. Investment Considerations - While the business is performing well, the path to capturing its estimated $140 billion market opportunity will face significant competition [15]. - Investors are advised to remain cautious and consider the evolving competitive landscape before making investment decisions [16].

之前我们参与过垃圾币再就业的 @PalioAI 的 Patoshi 嘴撸活动，可以分到 $PAL 代币，过两天就要上线 Binance Alpha 了可以速度检查下自己在之前的活动中拿到了多少代币，到时候 TGE 应该就可以拿到了，记得当时大华和好几个玩链游多的博主撸到了不少，我领到了 5555 个 😂 需要切换空投类别到 Patoshi Airdrop，查询链接我放在评论区$PAL 的代币消耗在 GameFi、AI Agent 以及 Co-pilot，代币经济学可以见 qt 的这条 thread，其中提到没有 VC 和团队份额，是 75% 全归社区。最近币安 TGE 活动开盘之后都有操作机会，届时可以看看有没有撸钱机会Palio (@PalioAI):𝐏𝐚𝐥𝐢𝐨𝐀𝐈 𝐖𝐡𝐢𝐭𝐞𝐩𝐚𝐩𝐞𝐫 𝐢𝐬 𝐋𝐈𝐕𝐄We’re building more than a game.Palio is creating the 𝐸𝑚𝑜𝑡𝑖𝑜𝑛𝑎𝑙 𝐿𝑎𝑦𝑒𝑟 of Web3 and beyond — where AI doesn’t just respond, it connects.This is the future of ...