Met with SY several times last in the few months & have been very inspired by his previous businesses, vision for Story, and network.They have a lot up their sleeve. Let’s see what’s next.S.Y. Lee Story/IP (@storysylee):<Story’s Chapter 2: AI-Native Infrastructure for the $70T IP Economy>Today, we’re sharing what’s next for Story. We call it Chapter 2, which includes expanding verticals of IP tokenization, flipping the licensing model, and an evolution of our infrastructure to meet the most ...

I got early access to Comet, the new AI first browser by Perplexity. And by the time you're watching this video, you should be able to download it. But I want to give you my first impressions of it since I've been testing it.And most of all, I see a glimpse into the future in which web browsing is completely different. It is me tasking an agent to go browse the web on my behalf. I am not interacting with websites directly.And to me, that's not such a bad vision. I actually kind of look forward to that. And ...

Core Insights - CrowdStrike Holdings (CRWD) shares have increased by 10.7% over the past month, outperforming the Zacks Security industry's growth of 4.6% and surpassing peers like CyberArk Software, Palo Alto Networks, and Check Point Software [1][10] - The company's growth is driven by strong enterprise demand for AI-native cybersecurity solutions and the Falcon Flex subscription model, which enhances customer commitment and revenue growth [2][4] Performance Metrics - As of the end of the first quarter, CrowdStrike reported an Annual Recurring Revenue (ARR) of $4.44 billion, reflecting a year-over-year increase of 22% [5] - The Falcon Flex model achieved a total deal value of $3.2 billion, with a sequential growth of 31% and over six times year-over-year growth [6][10] - The company added $774 million in total Falcon Flex account value during the first quarter of fiscal 2026 [5] Customer Adoption and Expansion - More than 820 customer accounts have adopted the Falcon Flex model, indicating strong market acceptance [6] - A significant expansion deal was secured with a Fortune 100 technology company, increasing its contract from $12 million to over $100 million [7] - A large healthcare provider also signed an eight-figure Falcon Flex expansion deal [8] Subscription and Revenue Growth - CrowdStrike's quarterly revenues exceeded $1 billion for the third consecutive time, marking a year-over-year improvement of nearly 21% [11] - Subscription customers using six or more cloud modules represented 48% of total customers, with 32% using seven or more modules [12] AI Integration and Partnerships - The Falcon platform is gaining traction as an "AI-native SOC," with partnerships with AI companies to enhance capabilities [13] - Collaborations with NVIDIA and Microsoft aim to secure AI systems and standardize cyber threat attribution [14] Cost Structure and Earnings Pressure - Research and development expenses have increased significantly, rising twelvefold over the last six fiscal years [15] - Sales and marketing expenses surged nearly ninefold to $1.52 billion in fiscal 2025 [16] - In the first quarter of fiscal 2026, sales and marketing and R&D expenses rose by 25.5% and 34.7% year-over-year, respectively, impacting earnings [17] Valuation Metrics - CrowdStrike is trading at a high price-to-sales (P/S) ratio of 24.55X, compared to the Zacks Security industry's 15.07X [19] - The P/S multiples for peers CyberArk, Palo Alto Networks, and Check Point Software are 13.6X, 12.97X, and 8.81X, respectively [22] Investment Outlook - The company is positioned well in the AI-driven cybersecurity market, but shrinking profits and high valuation suggest a cautious investment approach [23]

本文来自PRO会员通讯内容，文末关注「机器之心PRO会员」，查看更多专题解读。 硅谷知名财富管理和投资机构 ICONIQ Capital 团队近日发布了 2025 年度的「The State of AI」报告，通过问 卷收集 Cursor、ElevenLabs、Sierra 等 300 家 AI 公司的高管的回答，梳理并探究了企业在实操中如何开发和 规模化落地 AI 产品。 目录 ① 2024 年 9 月报告的调研对象更偏向「AI 采用方」企业的 CXO。在 219 位受访者中，89%的企业均将 GenAI 评为 公司的重要事项，约 88%的企业批准了 AI 投资预算。 3、在 2025 年的报告将构建 AI 产品的公司分为「AI 原生」（AI-Native）和「AI 赋能」（AI-Enabled）两类，并识 别其中的「高增长企业」（High Growth Company），进而梳理这些公司在不同层面的发展现状。 01. 相隔 9 个月，硅谷的 AI 公司已经进入下个阶段了？! ICONIQ 投的 AI 公司发展如何了？赚多少钱才算高增长的 AI 公司？... 02 . AI 不再是附属品，AI 原生产品更容 ...

CrowdStrike Investor Briefing September 2024 Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," "may," "might," "plan," "potential," "predict ...

[Music] The journey to AI native wireless networks has begun. Traditional wireless systems rely on fixed algorithms that are hard to scale and slow to adapt. NVIDIA AI aerial changes that neural networks learn from data, adapt in real time, and scale with complexity, boosting spectral efficiency, lowering costs, and improving connectivity.Building AI native wireless networks takes three key steps. Training, simulation, and deployment. NVIDIA AI Aerial unifies all three, making it easier to build, test, and ...

Financial Results Q1 FY 2026 As of June 3, 2025 ® CrowdStrike, Inc. All rights reserved. Safe Harbor This presentation includes express and implied "forward-looking statements", including forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and in some cases, can be identified by terms such as "anticipate," "believe," "can," "continue," "could," "estimate," "expect," "intend," " ...

为什么 Agentic 叙事下 infra 是确定性最高的机会？过去 Agent 开发大多依赖开发者手动使用传统 Infra 搭建，开发工程量大、流程复杂，如何缩小 Agnet 的开 发难度和周期是一个确定性需求。随着 Agent 开发需求彻底爆发，更多人才和资源投入到新工具搭建中，Agent 开发范式的重构和收敛已经在发生。 另一个视角则是： 如果我们把 Agent 看做互联网使用者和开发者的增量，这些"新用户"的爆发式涌入又会带来什么样的需求？ 本文来自 Agent Infra 创业者 Hang Huang 的投稿，他以自己过去一年通过 AI 辅助进行产品开发的实践经验出发，为我们分享了第二个视角下 Agent Infra 的 在这篇文章中，他提了一个很有意思的观点" AI 的终极目标，不是帮人写代码，而是获得对整个软件生命周期的控制权 ：从构思到上线，再到持续运维"， 随着 AI 对工具利用深度和主动程度不断变化， AI-native Infra 也在相应进化，Hang Huang 把 AI-native 的 Infra 划分为了 5 个阶段，L0-L5，"在L5 阶段的 Agent-Native OS ...

作者：haina 保险业是全球最大的行业之一，年保费超 7.4 万亿美元，美国市场以 2.5 万亿美元的体量位居首位， 行业占总 GDP 比例达 11.3%。但与其庞大规模形成鲜明对比的是其极低的运营效率，超过 60%的流 程仍依赖人工判断与数据录入，人工成本占总运营支出的 40%-60%。漫长的索赔周期（平均 7-15 天）和低下的客户满意度（NPS 仅 31 分）是行业常态。分销费用高昂、人工理赔成本巨大、欺诈损 失严重（美国每年约 1200 亿美元）以及普遍存在的信息孤岛，构成了这个人力驱动的"信息搬运工 行业"的结构性浪费。 过去两年，LLMs 在理解和操作复杂文本、合同、邮件等非结构化信息方面的巨大进展为 AI 接管保 险业核心流程（如核保、报价、索赔、合规、客户支持）提供了前所未有的可能性。 AI Agent 不仅 能作为效率工具优化现有流程，更可能催生出商业模式和成本结构上完全不同的"AI-native 保险公 司"。 本文系统梳理了 AI Agent 在保险行业的产业结构和应用图景。Voice AI 与 Agent 正在革新获客与客 户服务方式。Strada 正在为保险经纪人自动化销售外呼，F ...

SEOUL, KOREA, May 26, 2025 (GLOBE NEWSWIRE) -- Enhans, a South Korean startup specializing in vertical commerce AI agents, has been selected for the Startup Fellowship organized by Palantir Technologies. Among 25 companies chosen worldwide, Enhans is the only participant from Korea. This selection recognizes the company's technical leadership, strong execution capabilities, and potential to lead the next generation of AI-native companies. Palantir, a software company headquartered in Denver, Colorado, is k ...