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X @Raoul Pal
Raoul Pal· 2025-08-19 13:50
Im incredibly proud and blessed to have managed to complete a ultra-rare chronological quadtych of @VanArman 's ground breaking work. The series shows the progression of the robots ability to create intepretations of human faces using AI. It is a time capsule of tech + art. https://t.co/VtOVih5bFq ...
X @Forbes
Forbes· 2025-08-19 13:50
This One ChatGPT Prompt Writes Viral LinkedIn Posts From Scratch https://t.co/hIGgy6LEW5 https://t.co/hIGgy6LEW5 ...
X @Forbes
Forbes· 2025-08-19 13:41
At Meta, a chaotic culture and lack of vision have led to brain drain, with rivals saying its AI talent is lackluster. But Zuckerberg’s frenzied hiring spree hasn’t stopped the departures.https://t.co/CGN67y95Rz https://t.co/swIDbUXqTH ...
美国知名风投 BVP 年度 AI 报告:Memory 和 Context 将是新的护城河
Founder Park· 2025-08-19 13:40
投资了 Pinterest、Shopify、Twilio、Yelp、LinkedIn 等公司的投资机构 Bessemer Venture Partners 发布了他们的《The State of AI 2025》,研究了 20 家高增 长、具备持久竞争力的 AI 创业公司,包括表现突出的 Perplexity、Abridge 和 Cursor 等,对于今年的 AI 创业、基模的进展、Infra 的进展以及未来创业趋 势进行了梳理和总结。 现状有好有坏。 对于未来,Bessemer Venture Partners 认为,浏览器的竞争会更卷、视频生成将在明年进入正式可用状态,以及评估(Evals)与数据溯源将成为 AI 产品开 发的刚需。 还提到了已经成为开源核心势力的中国 AI 厂商们,总之,作为一篇了解 2025 AI 创业现状的报告,很合适。 原文链接:https://www.bvp.com/atlas/the-state-of-ai-2025 注:本次报告用了很多超新星、流星、星系的类比(怎么看怎么奇怪),本来想去掉,但为了不影响一些关键观点的理解,就尽量保留了。 TLDR: AI 创业,Day One ...
X @Investopedia
Investopedia· 2025-08-19 13:30
Healthcare Industry & AI Application - AI tools can assist patients in appealing denied insurance claims [1] - The report highlights the application of AI in navigating insurance claim denials for patients [1]
X Financial(XYF) - 2025 Q2 - Earnings Call Transcript
2025-08-19 13:30
X Financial (XYF) Q2 2025 Earnings Call August 19, 2025 08:30 AM ET Speaker0Hello and welcome to the X Financial Second Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. Please note this event is being recorded. I would now like to turn the conference over to Victoria Yu. Please go ahead.Speaker1Thank you, operator. Hello, everyone, and thank you for joining today's call. The company's financial results were released earlier today and are available on our Inv ...
X @Bloomberg
Bloomberg· 2025-08-19 13:12
DeepSeek announced what appeared to be an update to its older V3 artificial intelligence model on Tuesday, declaring an enhanced version ready for testing https://t.co/O9JXVomXhQ ...
全球AI周报:腾讯财报超预期,AI已成为业务增长的核心驱动力量-20250819
Tianfeng Securities· 2025-08-19 13:06
Investment Rating - The industry investment rating is "Strong Outperform" with an expected industry index increase of over 5% in the next six months [49]. Core Insights - Tencent's FY25Q2 revenue reached 184.5 billion CNY, a year-on-year increase of 14.5%, exceeding Bloomberg's consensus estimate of 178.9 billion CNY [4][14]. - Coreweave's FY25Q2 revenue was 1.21 billion USD, a year-on-year increase of 207%, surpassing the expected 1.08 billion USD [18]. - The AI sector is experiencing rapid growth, with significant advancements in model capabilities and applications, particularly in China and overseas [7][5]. Summary by Sections Financial Performance - Tencent's gross profit for FY25Q2 was 105 billion CNY, up 22.3% year-on-year, exceeding the expected 98.8 billion CNY [4][14]. - Coreweave's remaining performance obligations reached 30.1 billion USD, a year-on-year increase of 86%, surpassing the expected 14.9 billion USD [18][22]. AI Developments - Tencent's AI initiatives have significantly enhanced user experience and operational efficiency, particularly in gaming and marketing [7][17]. - Coreweave is expanding its capacity to meet strong customer demand across various sectors, including media and finance [22][26]. - The launch of the GLM-4.5V model by Zhiyuan demonstrates significant advancements in visual reasoning capabilities, achieving state-of-the-art performance in multiple benchmarks [33][31]. Investment Recommendations - The report suggests a focus on companies like Alibaba, Tencent, Baidu, and Xiaomi for long-term investment opportunities in the AI sector [5]. - For overseas AI applications, companies such as Duolingo, Palantir, and AppLovin are highlighted for their strong growth potential in high-frequency, high-value verticals [5][7]. Capital Expenditure - Tencent's capital expenditure for the quarter was 17.9 billion CNY, a year-on-year increase of 149%, driven by investments in GPU and server capabilities [4][16]. - Coreweave's capital expenditure for FY25Q2 reached 2.9 billion USD, with expectations of continued high spending to support growth [26][24]. Model Innovations - Tencent's new multi-modal understanding model, Mix Yuan Large-Vision, has achieved top rankings in international evaluations, showcasing its advanced capabilities in multi-language understanding [34][35]. - Kunlun Wanwei's Skywork Deep Research Agent v2 has set new industry standards for performance in complex task handling [43][44].
X @TechCrunch
TechCrunch· 2025-08-19 13:04
AI Chip Development - Nvidia is developing a new AI chip for sale in China [1] - The new chip's power is half of Nvidia's flagship B300 Blackwell GPU [1] - The new chip would be more powerful than the H20 GPUs currently allowed for sale in China [1]
X @s4mmy
s4mmy· 2025-08-19 13:02
Market Trends - TradFi (传统金融) 押注第四季度山寨币季节 [1] - AI (人工智能) 是一个不会消失的宏观趋势 [1] DeAI News - DeAI (去中心化人工智能) 最新消息汇总 [1]