AppleGPT？ Siri 陪练！ 苹果眼中的 AI，和我们想要的 AI，好像有点不一样。 Apple 智能本质上是一堆 AI 实用功能的打包，既有集成在苹果系统级操作的功能，也有单独的 AI 创作工具，准确度一般，实用性也相对有限，反响平 平，但奈何这是操作系统的原生功能，也不好说什么。 而用户现在最常用的 AI，是 ChatGPT、Google Gemini 和 Claude 这类的聊天机器人，苹果反而认为「对用户价值不大」。 但没想到，其实苹果内部已经开发了一个 AI 聊天机器人——只是，我们作为用户，可能永远都见不到它。 苹果的 GPT，原来是 Siri 的陪练 根据彭博社爆料，这个「AppleGPT」的代号为「Veritas」，是拉丁语「真相」的意思，但目前仅限苹果内部使用。 Veritas 的形态是一个独立的 iPhone 应用，和 ChatGPT 类似：可以用对话框输入请求和机器人对话，还具有保存和引用聊天记录的能力，进行拓展性的 对话。 众所周知，苹果对生成式人工智能一直持有谨慎的态度，即使因为市场和行业的原因，进一步拥抱生成式 AI 的潮流。 但聊天机器人则一直属于「红线」，它对于苹果，就 ...

Core Insights - Exa, an AI search company co-founded by Jeffrey Wang and Will Bryk, has raised $85 million in Series B funding, valuing the company at $700 million [1][3] - The company aims to create a search engine that surpasses Google, positioning itself as the AI equivalent of Google [3][4] Company Overview - Exa was founded in 2021, prior to the emergence of ChatGPT, with the belief that AI requires a dedicated search engine [3][4] - The company has developed a large-scale indexing system and various new search technologies to provide users with advanced search capabilities [4][5] Product Features - Exa's search engine is designed specifically for AI, featuring six proprietary characteristics: 1. High-quality knowledge acquisition, optimizing for quality over SEO content [5][6] 2. Comprehensive content access, providing complete page information for AI processing [6][9] 3. Speed, with a goal to create the fastest search API, achieving latency below 450 milliseconds [7][9] 4. High computational capability, allowing extensive searches for various information [9][10] 5. Customization, enabling tailored searches for specific AI applications [10][13] 6. Zero data retention, ensuring sensitive query data is not stored [10][13] Future Aspirations - Exa plans to expand its indexing and processing capabilities significantly, aiming to collect a vast majority of global information and build a GPU cluster five times larger than its current one [13][18] - The ultimate goal is to surpass Google in search capabilities [13][18] Team Background - Jeffrey Wang, a Harvard graduate, co-founded Exa and previously worked at Plaid, focusing on data and network infrastructure [15][18] - The company includes several skilled team members from prestigious universities, enhancing its technological expertise [17][18]

Group 1: Mobile Internet Growth - As of June 2025, China's mobile internet monthly active users reached a record 1.267 billion, with a year-on-year growth of 2.5% [1] - The average daily usage time per user approached 8 hours, with a total of 7.97 hours and 117.9 sessions per day, reflecting increases of 7.8% and 2.6% respectively [1] - The short video sector led in usage time growth, with a net increase of 8.65 billion hours, while the AIGC industry saw a staggering year-on-year growth rate of 393.9% in usage time [1] Group 2: Internet Giants and User Growth - The report highlights a clear tiered structure among leading internet companies, with Tencent (1.266 billion), Alibaba (1.248 billion), Douyin Group (1.168 billion), and Baidu Group (1.105 billion) forming the first tier [2] - User growth among these top companies is polarized, with JD Group and Douyin Group experiencing significant increases of 13% and 12% respectively, while Pinduoduo and Baidu Group saw modest growth rates of 0.2% and 1.3% [2] - Meituan's user base declined by 0.7% year-on-year [2] Group 3: AIGC and AI Applications - In the AIGC sector, 66.7% of the top 30 active AI applications' user base comes from the four major internet groups: Tencent, Alibaba, Baidu, and Douyin [2] - The "AI search engine" segment showed the largest user growth across AI native apps, AI application plugins, and AI PC web applications [2] - DeepSeek, a leading AI native app, saw a user base increase of 16.3 million from January to June 2025, with Doubao and Tencent Yuanbao following with increases of 5.842 million and 2.205 million respectively [2] Group 4: Instant Retail Competition - The competition in the instant retail sector among Taobao, JD, and Meituan has intensified, with overlapping user numbers reaching 388 million, a 22.8% increase year-on-year [3] - During the 618 shopping festival and subsidy activities, JD's app daily active user count surged by 33.2%, while Meituan experienced an 18.2% growth [3]

Group 1: Federal Reserve and Economic Policy - The Federal Reserve announced to maintain the federal funds rate target range at 4.25% to 4.5%, marking the third consecutive pause in monetary policy decisions [1] - The statement highlighted increased uncertainty regarding economic prospects, with added risks of rising unemployment and inflation [1][2] - The Fed's passive approach to rate policy reflects challenges in predicting the current U.S. government's policy direction, complicating timely responses to economic data [2] Group 2: Gold Reserves and Currency Trends - China's foreign exchange reserves increased to $32,817 billion, with a rise of $410 billion, maintaining above $3.2 trillion for 17 consecutive months [3] - The People's Bank of China has increased its gold reserves for six consecutive months, reaching 7,377 million ounces [3] - The depreciation of the dollar and global economic uncertainties are driving the central bank's long-term motivation to increase gold holdings [3][4] Group 3: Infrastructure Investment and Private Sector Involvement - The Chinese government plans to launch approximately 3 trillion yuan in quality projects across key sectors, supporting private enterprises' participation [5] - The initiative aims to stimulate economic growth and enhance resilience by breaking down barriers for private companies in major project construction [5][6] - There is a need for improved mechanisms to support private sector financing to ensure their active involvement in large-scale projects [6] Group 4: E-commerce Collaboration - Xiaohongshu and Taobao Tmall signed a strategic cooperation agreement to create the "Red Cat Plan," allowing direct links from Xiaohongshu posts to Taobao for easier shopping [7][8] - This collaboration aims to enhance user experience and increase conversion rates from content to purchases, while also providing monetization opportunities for Xiaohongshu influencers [8] Group 5: Technological Developments in AI and Robotics - Apple is considering a major overhaul of its Safari browser to incorporate AI-driven search engines, potentially disrupting its long-standing partnership with Google [9][10] - Amazon introduced the Vulcan robot, which features tactile sensing capabilities to improve warehouse operations and enhance worker safety [11][12] - The rise of AI agents in payment systems by companies like PayPal, Mastercard, and Visa indicates a shift towards autonomous financial transactions, though user trust remains a significant barrier [13][14] Group 6: Stock Market Trends - The stock market experienced a low opening but rallied throughout the day, with the ChiNext index leading gains at 1.65% [15] - Market volatility continues with rapid rotation of sectoral interests, particularly in military and AI hardware stocks [15][16] - The contrasting policy goals between China and overseas markets may enhance the attractiveness of Chinese markets to foreign investors [16]