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So I is it working. I mean a lot of people will say that things like chat bots and whatever you know that they're being used but they're not adding the value of the cost of AI right now. They will but they're not right now.>> Yeah, I think you're right. Uh you know things are moving fast though and uh you know people are excited but I would say maybe the focus has been on different things. Unfortunately, the focus is on super intelligence, which is so smart and so much smarter that we can't even define it.I ...

Everyone wants to talk about the future, but few can say they've built the one we're standing on now. >> DDN is at the forefront of this movement. DDN has been called AI's bestkept secret.>> DDN laid the groundwork long before AI had a name. You know, our journey started out in high performance computing. So, Nvidia and DDN found our friendship and our long-term partnership through that origin.For over two decades, we've powered supercomputers that mapped the human genome, modeled the climate, and trained a ...

Klaviyo (KVYO) Conference Summary - August 11, 2025 Company Overview - Klaviyo is a platform that powers digital relationships primarily for B2C businesses, acting as the customer source of record for understanding customer interactions and data [3][4] - The company was founded in 2012, focusing on unifying siloed data systems for businesses of all sizes, initially starting with email marketing [5][6] Core Business Model - Klaviyo has evolved into a multiproduct company, offering services beyond email, including SMS, push notifications, marketing automation, and analytics [12][17] - The company emphasizes a customer-centric approach, unifying the entire customer journey across various digital touchpoints [15][19] Product Development and Strategy - Klaviyo is channel agnostic, planning to integrate new communication channels as they emerge [17][18] - Currently, approximately 95% of Klaviyo's business is focused on e-commerce, with expectations to expand into broader digital relationships [19] - The company is in the early stages of launching new service products, with three initial SKUs currently in beta [17][22] Market Position and Customer Segmentation - Klaviyo initially targeted SMBs for capital efficiency and rapid adoption, but is now moving upmarket to cater to larger brands [27][28] - The sales and customer support processes differ significantly between SMBs and larger enterprises, with a focus on optimizing experiences for larger customers [39][40] AI Integration - Klaviyo is leveraging AI to enhance customer experiences and improve operational efficiency, with a focus on product-led improvements [38][40] - AI is being integrated into the platform to automate tasks such as content generation for emails and text messages, enhancing the personalization of customer journeys [42][45] International Expansion - The company is actively expanding internationally, focusing on localizing products, messaging channels, and support [50][51] - Klaviyo aims to replicate its successful partnerships with platforms like Shopify in international markets [52][54] Pricing Strategy - Klaviyo has been adjusting its pricing strategy to align with the value provided to customers, moving away from outdated pricing models [56][59] - The company emphasizes clear and simple pricing structures to enhance customer experience [59][60] Exposure to Global Markets - Klaviyo has minimal exposure to revenue from China, with less than 2% of sales calls mentioning tariffs, indicating low impact from international trade issues [61][62] Conclusion - Klaviyo is positioned as a leader in the B2C digital relationship space, with a strong focus on data integration, customer journey unification, and leveraging AI for enhanced service delivery. The company is strategically expanding its product offerings and international presence while refining its pricing strategy to maximize customer value.

So multimodal I think is a necessity in order for enterprises to really benefit from AI. And so with multimodal metadata tagging and the ability to move the metadata part of it becomes essential. That's otherwise the economics simply don't work out.There isn't enough data center space in the world. There isn't enough power in the world to get it done like that. That's so the metadata attributes are very key.And when we started out with Infinia, that was one of the things we focused on. We said it has to be ...

the great work that we do together in this new product line that you have. The thing about Infinia is using accelerated computing and using artificial intelligence to uh learn from all of the the data that you have uh transform the raw data into data intelligence. Yeah.embedding the intelligence into the model, extracting uh from all of your data, the semantic of it, the intelligence of it, the information of it. Now, instead of serving raw data, you serve metadata, the knowledge, the the intelligence, the ...

training a model to the journey now of us uh uh taking advantage of these incredible frontier models and AI models and turning them to AI applications that are for inference and and solving solving large problems. One of the most important things people forgot uh is the importance of uh data that is necessary uh during application not just during training and so so of course you want to train on a vast amount of of data for pre-training um but during use the AI has to access information and uh AI would like ...

Core Viewpoint - Hangzhou is emerging as a global innovation hub due to its open ecosystem and dynamic energy, attracting entrepreneurs and fostering growth in data intelligence and AI sectors [1][4]. Group 1: Entrepreneurial Journey in Hangzhou - The company has been rooted in Hangzhou since 2005, benefiting from strong governmental support and a nurturing entrepreneurial environment [5][6]. - In 2019, the company went public, with big data-related revenue accounting for 88% of its total revenue, making it one of the highest "data-driven" listed companies in China [6]. - The company has recently launched several AI products, reflecting the high expectations from the capital market [6][7]. Group 2: Data Intelligence and AI Applications - Data intelligence is defined as a vertical field of AI, where input data leads to intelligent outputs, with four levels: data, information, knowledge, and wisdom [9]. - The company has successfully applied data intelligence to solve real-world problems, such as transforming nearly 500 kilometers of roads in Hangzhou into a green wave system, significantly reducing costs [10][11]. - The company has developed a predictive model for stroke prevention, achieving an AUC value of 0.91, indicating its effectiveness in identifying at-risk individuals [12]. Group 3: AI Era and Future Directions - The company is exploring ways to enhance efficiency for public servants using AI, emphasizing that AI should augment human capabilities rather than replace jobs [16]. - A hybrid cloud deployment model has been proposed to make AI accessible to more businesses, allowing shared resources among companies [18]. - The company aims to focus on developing a top-tier AI kernel while leaving the operating system and application layers to other entrepreneurs, fostering a broader ecosystem [19]. Group 4: Entrepreneurial Ecosystem in Hangzhou - Five key elements contribute to Hangzhou's entrepreneurial ecosystem: effective government support, the rise of innovative universities, the clustering of tech companies, active capital markets, and experienced entrepreneurs [21][24]. - The collaborative environment in Hangzhou allows entrepreneurs to thrive, transitioning from data intelligence to the AI era and continuously exploring new possibilities [26].

Business Model & Value Proposition - Generation Lab's Verb AI pays users $50 per month to track their phone usage data, excluding private messages and financial information [3] - Verb AI creates a digital twin of users to allow pollsters and advertisers to directly query their preferences [3][4] - Verb AI aims to gather data from 1,000 users this month and 5,000 by the end of the year [7] Data & Technology - Verb AI uses phone tracker app to log user behavior, including browsing and purchasing activities [3] - The AI platform analyzes data from users' phones, social media, and search history to determine their preferences [6] - Verb AI differentiates itself from traditional polling by measuring actual behavior rather than stated intentions [5] Market & Industry - The attention economy is a multi-billion dollar industry where tech companies profit from user data [1] - Cyrus Bash believes individuals should profit from their own attention and behavior [2] - The company is targeting 18-34 year olds in swing states to understand their news consumption habits [4]