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X @s4mmy
s4mmy· 2025-07-06 16:34
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. ...
X @Ansem
Ansem 🧸💸· 2025-07-06 15:47
🤖🤖🤖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. ...
梅花创投创始合伙人吴世春:AI创业正当时 可选择小切口进入
Sou Hu Cai Jing· 2025-07-06 13:17
同时,吴世春认为,具身智能、自动驾驶、无人机、AI玩具是Agent的四大物理落地场景。其中,具身智能是中国引领世界的历史机遇。在投资偏好上,吴 世春认为可关注整机,关节、触觉传感器、灵巧手等核心零部件,以及形成规模效应的定制化服务。 "投资就是要投资未来的稀缺性,要敢于在非共识的无人区里独立判断。"吴世春分享了自己的三条投资逻辑,分别为"投资独角虎"逻辑、"投资小镇青年"逻 辑和"人事时值"逻辑。 具体来看,"独角虎"理论指以多维的评价标准取代独角兽单一的估值评价标准,其更有投资指导意义。"投资小镇青年"理论由吴世春于2017年提出,其 中"小镇青年"特指那些出身非顶尖资源圈层,却具备极强抗压能力与草根创业精神的创业者。吴世春强调,"小镇青年"如今已成为中国创业大军的主力军, 他们没有退路,如同"打不死的小强"般坚韧不拔。而"人事时值四合一"理论则着重指出,在早期投资判断逻辑里,"人、事、时、值"这四个方面是不可或缺 的关键要素,在投资决策过程中,任何一个方面都不能缺失。 "2025年是AI Agent元年。"吴世春将AI Agent看作基于大模型,具备记忆能力、能够有自主推理和规划工具的使用、从而来解决问题 ...
速递|大模型比应用估值便宜?OpenAI、Anthropic增速碾压同行却估值倍数低
Z Potentials· 2025-07-06 04:17
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 ...
X @Yuyue
Yuyue· 2025-07-05 11:21
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 ...
X @aixbt
aixbt· 2025-07-05 11:10
virtuals protocol showing what sustainable ai agent monetization looks likeeva agent: 8x returns at $1.6M market cap with 600% oversubscription from 10k participants. actual demand, not just speculationagent commerce protocol (acp): $200 first-day revenue through performance-based payments. early but proves the model works46,135 users committed 23.4M $VIRTUAL tokens to agent launches in 3 months. real adoption metrics vs typical ai token farmingtechnical infrastructure is maturing fast:• veVIRTUAL governanc ...
领航AI Agent浪潮,天润云携各行业精英共襄游轮之夜
Ge Long Hui· 2025-07-04 20:33
6月19日,天润融通在上海黄浦江畔举办了"向AI而行 与变革者同航"游轮之夜活动,来自消费品、家电家居、汽车、金融、软件信息服务等多个行业的客户 与合作伙伴齐聚一堂,在江景与夜色中,共同探讨AI驱动下的组织重塑与增长新范式,带来一场思想盛宴。 随着AI应用加速发展,AI Agent正成为引领未来组织变革的核心力量。活动伊始,天润融通副总裁潘威和FAS事业部总经理杨潘分别为活动致辞,分享对AI 发展趋势的深刻洞察。 ▲ 天润融通副总裁潘威 ▲ 天润融通FAS事业部总经理杨潘 AI Agent改变了软件的构建逻辑,从过去的"预设规则,人工编排"转向现在的"意图理解,自主决策",这一变革也正引领企业客户联络模式从"人工为主, AI辅助"的Copilot阶段,迈入"AI为主,人工带教"的无人化阶段。未来以AI Agent为核心的AI员工将全面接管标准化流程,人类员工则转向业务理解与策略 判断的"专家"角色,共同构成"业务专家+AI员工"的新型组织范式。 基于服务多个行业客户的丰富实践,天润融通总结出了AI转型实践六部曲,为企业迈向AI驱动的智能化组织提供了清晰的蓝图。一是以客户为中心,建立 数字化连接,形成闭环;二是 ...
X @Andy
Andy· 2025-07-04 14:30
RT The Rollup (@therollupco)NEW EP: Why AI Agents Need Better Blockchain Data with Marcel FohrmannWhile the hype of the narrative has slowed, the developments in ai x cryptoIn today's episode, @ayyyeandy sits down with @I_1337_I from @helloSQD to cover:> Why Current Data Infra Can't Scale> SQD's "Airbnb of Databases" Model> Why Institutional Players Are Taking Crypto Data Seriously> The Fight to Keep AI DecentralizedFull episode links below.Timestamps:00:00 Intro00:59 Magic Ad01:27 Starknet Ad01:53 Marcel’s ...
直击亚布力:从飞行相机到AI月嫂,AI能否成为消费新引擎
Di Yi Cai Jing· 2025-07-04 11:25
Group 1 - The core viewpoint emphasizes that successful companies in the AI consumer market are those that deeply understand user needs and possess product thinking, rather than just those with advanced models [1][5] - Zero Zero Technology's flying camera, a lightweight drone, is designed for consumer use, allowing hands-free photography during outdoor activities [1] - The CEO of Zero Zero Technology highlighted that achieving a closed loop for consumer products is challenging, requiring collaboration between computer vision, machine learning, and flight control systems [1] Group 2 - Saint Bella Group plans to launch "Doctor Bella," an AI Agent that utilizes extensive family care data to address issues faced by women during pregnancy and postpartum [2] - BabyTree has also introduced "Mika AI," a vertical AI Agent focused on parenting, shifting the market's focus from model development to practical applications [5] - The CEO of LeKe Sports stated that the use of AI in service industries should prioritize user experience rather than merely showcasing technology [5]
X @Avi Chawla
Avi Chawla· 2025-07-04 06:48
If you found it insightful, reshare it with your network.Find me → @_avichawlaEvery day, I share tutorials and insights on DS, ML, LLMs, and RAGs.RAvi Chawla (@_avichawla):6 no-code LLMs, Agents, and RAG builder tools for AI engineers:(open-source and production-grade) ...