Hey there. Today you're going to learn how you can set up tracing from N8N to Langsmith in just a few minutes. NADN is an AI workflow builder.It has this really nice interface where I can quickly string together a few nodes into a simple AI agent. You can start by testing out these workflows directly in this canvas. And then once you're happy with it, you can also set up external triggers to execute these workflows automatically.Now, whether you're just getting started building or if you already have an age ...

Am I trippin’ or did a @virtuals_io AI agent @ribbita2012 just buy a punk for 89 ETH (USD $336,766)? Color me impressed. https://t.co/uhGDfZ5wcQ ...

Investment Rating - The report maintains a "Positive" investment rating for the computer industry, indicating an expectation of returns exceeding the market benchmark by more than 5% [5]. Core Insights - The continuous development of domestic AI large models, the ongoing enhancement of domestic AI chip performance, and the flourishing of AI applications are expected to drive the sustained growth of China's AI industry, thereby boosting market confidence in AI development [3][8]. Summary by Sections Domestic AI Development - Recent months have seen a slight decline in domestic AI enthusiasm, but recent catalysts in AI models, applications, and computing power are beginning to restore market confidence [8]. - The World Artificial Intelligence Conference (WAIC) showcased significant advancements in domestic AI chip performance, exceeding market expectations, with companies like Huawei and MuXi unveiling new products [8]. AI Applications - Breakthroughs in AI applications such as embodied intelligence, AI glasses, and AI agents are expected to reignite investment interest in the AI sector [8]. - Notable products include Alibaba's Quark AI glasses, which integrate various functionalities, and the Galbot humanoid robot capable of precise item recognition in real-world settings [8]. Investment Recommendations - For AI computing chain investments, the report suggests focusing on companies like Cambricon (未评级), Haiguang Information (Buy), and Inspur Information (未评级) among others [8]. - In the AI application sector, recommended stocks include Kingsoft Office (Buy), Tax Friend (Buy), and Fanwei Network (Buy) [8].

Summary of the Conference Call for 麦富时 Company Overview - 麦富时 operates in the SaaS and precision marketing services industry, with a current market capitalization of 15.4 billion HKD [2][4] - The company’s revenue structure consists of approximately 54% from SaaS and 46% from precision marketing services [6][15] Key Points and Arguments Revenue Growth Expectations - 麦富时 anticipates over 50% revenue growth in 2025, reaching approximately 2.3 to 2.4 billion CNY, driven by the introduction of AI modules and the launch of smart integrated machines [3][4] - The smart integrated machines are expected to contribute an additional 250 to 300 million CNY in revenue [3] Valuation Metrics - The current PS (Price to Sales) ratio is approximately 4.4x for 2026, with a PSG (Price to Sales Growth) of 0.1x [4] - The SaaS business has a PS ratio of about 8x, indicating a better value proposition compared to peers [4][18] Business Model and Product Offerings - The SaaS segment includes "真客" for large clients and "T 云" for SMEs, covering over 200,000 enterprises [2][6] - Precision marketing services have a lower gross margin of around 10% and include online advertising solutions [6] Competitive Advantages in AI SaaS - 麦富时 has established three competitive barriers: technology, ecosystem, and service [7][8] - The t force marketing model is specifically trained for marketing scenarios, enhancing customer engagement and reducing costs [8][9] Financial Performance and Future Outlook - From 2021 to 2024, total revenue grew from 880 million CNY to 1.56 billion CNY, with a stable CAGR [15] - Despite a slight decline in 2023 due to macroeconomic headwinds, the company expects a recovery with a projected 26.5% growth for the year [15][16] Profitability and Margin Improvement - 麦富时 achieved profitability in 2024, with expectations for net margins to improve to 6-7% in the coming years [16] - The shift in focus towards AI and SaaS is expected to enhance overall gross margins as the contribution from lower-margin precision marketing decreases [16] Market Positioning and Comparison with Competitors - 麦富时's products are positioned against international giants like Salesforce and Hubspot, with a focus on local market needs [10] - The company plans to expand into emerging markets in Southeast Asia, the Middle East, and Latin America, leveraging its cost-effective solutions [10] Valuation Considerations - Different valuation methods are suggested for various business segments, with the AI SaaS part expected to grow over 45% and warrant a PS of around 10x [17] - The precision marketing and smart integrated machine segments are suggested to be valued at PE ratios of 20x and 25x, respectively [17] Future Development in AI - 麦富时 is expected to benefit from advancements in AI technology and market expansion, with a potential for significant growth as the industry matures [21][22] - The company is recommended for continuous monitoring due to its promising position in the AI application sector [22] Additional Important Insights - The introduction of AI products has led to a 54.6% increase in monthly revenue per SaaS user by 2024 [8] - The smart integrated machine is designed for government and enterprise markets, enhancing operational efficiency significantly [9]

Core Insights - Alibaba International's AI solution Marco won the SAIL award at the 2025 World Artificial Intelligence Conference, marking it as the first in its field to receive this recognition [1] - The AI solution supports over 30 languages and covers more than 60 e-commerce scenarios, providing cost-effective solutions for marketing, compliance, and after-sales [1] - The average daily usage of Alibaba International's AI services has surged to over 1 billion calls as of July 2025, compared to just 1 million in 2023 [1] Group 1 - The most frequently used AI features by merchants include image translation, image recognition for product information enhancement, and marketing copy generation [1] - The translation feature transitioned from a small model to a large model by the end of last year, resulting in a 30% increase in consumer satisfaction in top European languages [1] - AI-driven SEO now accounts for nearly 40% of overall SEO efforts, with potential to reach 50% or more in the future [1] Group 2 - Alibaba International has introduced various AI agents, including a smart refund agent, HScode agent for customs compliance, and an online recruitment agent [2] - The smart refund agent has reduced refund costs for merchants by 15% through its multimodal understanding and reasoning capabilities [2] - The accuracy of the HScode agent has improved by 23%, while the online recruitment agent has nearly doubled the effectiveness of email acquisition [2] Group 3 - Alibaba International's core AI technologies, including the Marco large language model, Ovis multimodal model, and Agentic ADK for agent application development, have all been open-sourced [2]

论坛上，黄锋详细介绍了中国电子云·新星的"3+3+N"产品服务体系，即提供涵盖多模态数据治理平台、模型开发平 台、应用开发平台3大核心产品支撑；构建了AI战略咨询、交付、课程3大服务体系；并提供涵盖多模态视觉融合、采 购智能体在内的多个行业通用应用。从数据，到模型，到应用，到服务，让客户真正将大模型"用起来"。 【环球网科技报道 记者 冯超男】"AI agent（智能体）无疑是未来发展的必然趋势。"中国电子云高级副总裁黄锋在接 受环球网等多家媒体采访时称道。不过，在他看来，针对当下企业内部的应用场景而言，AI agent 真正"用起来"仍非 易事，因为需与企业内部系统进行深度集成。放眼到未来，要让AI agent 从"用起来"到"用得好"，构建飞轮效应是关 键所在。 对于中国电子云而言，其服务的客群始终顺应着时代大势，发展轨迹从早期的信息化阶段，过渡至数字化阶段，如今 更是迈向了智能化阶段。基于客群的智能化转型需求，以及公司对AI技术未来落地应用的信心，7月26日，由世界人 工智能大会组委会办公室指导，中国电子云主办的"中国电子云人工智能创新发展论坛"在上海成功举办。会上，中国 电子云正式发布了中国电子云·新 ...

Nobody can agree on what an AI 'agent' even means, writes @cathythorbecke. Let's stop the useless comparisons and get on with the bottom line (via @opinion) https://t.co/n9QbKyk6Zk ...

RT Luis 👾 (@luisvae)Warden highlighted by the sustained mindshare on @S4mmyEth AI agent weekly analysis.Great to see this and hope we can be featured more on his weekly articles.Big thanks! ...

All right. So, talk to us about what BTOC software is. It's kind of focused on marketing and helping brands and retailers reach their customers better.But give us a more, you know, specific example like how does this software work. Yeah, sure. So, at Clavio, we build software for businesses to connect with the thousands, millions, hundreds of millions of consumers that they have.So, great brands like Mattel, Glossier, Away Travel, uh international brands like Castor, the fastest growing sportsware brand in ...

RT StarkWare 🐺🐱 (@StarkWareLtd)Dreaming on Starknet just got more liquid ☁️We’re thrilled to support one of the most promising AI agent projects in the space. ...