AI、创投市场的信息越来越多，其中不乏很多很好的外文内容，但想找到好内容的筛选成本很高，且引进过来的中文版本大都编译得比较粗糙，所以我们决定来 做一个过滤、筛选和提炼总结的工作，就有了这个 Newsletter 系列。 第一期内容，我们筛选了 300+ 篇文章和 100+ 期播客。因为 AI 始终无法达到我们的标准，所有内容都是人工筛选，也大都是纯手工古法制作。我们会尽量争取每 两周更新一期，内容以观点和 insights 为主，争取能给大家带来启发。 以下，enjoy： (一) Figma 是如何战胜 Adobe 的？ Figma 前一阵上市，吸引了很多的热度。 大家普遍的共识是，Figma 是靠「协作」取胜的，这当然是事实，但一个很有意思的问题是：协作这个点，大家都能看到，为什么资源和积累更厚的 Adobe 却做 不到呢？ 答案是，Adobe 不是没做「协作」的功能，而是他们对「协作」的理解和 Figma 有着本质的不同。 Adobe 的整个逻辑，是围绕着「文件」（比如 .psd 或 .ai 文件）这个原子单位来构建的。 Figma 的整个逻辑，是围绕着「元素」（比如一个按钮或一种样式）这个原子单位来构建 ...

在模型能力快速迭代之下，如何落地AI成了所有人关心的一个话题。 原因很简单，尽管AI能力很强，但如何将这些「魔法」真正融入到自己复杂又具体的业务流程中，成 了一道难以逾越的鸿沟。 这不，为了解决这个问题，硅谷开始重新兴起了一个新的模式：FDE。 简单说，FDE就是一个驻扎在客户现场的工程师，负责填补"产品能做什么"和"客户需要什么"之间的巨 大鸿沟。 这模式现在有多火？YC的招聘网站上，已经超过100家上百家AI Agent公司在招FDE，连OpenAI自己也 组建了FDE团队，专门服务大客户。 甚至连 Bob McGrew（Palantir前高管、OpenAI 前首席研究员）都忍不住调侃：他去参加 AI 创业者大 会，大家对 ChatGPT 或 GPT-4 没啥兴趣，全场只想问他一件事——Palantir 的 FDE 模式到底怎么玩？ 今天乌鸦君就来聊聊，这个十几年前又重又累的模式，为什么在AI时代突然就火了？ 01 FDE模式，撑起4000亿美金的Palantir FDE模式，最早源于Palantir。 甚至毫不夸张的说， FDE模式撑起了如今4000亿美金的Palantir。 故事还要从Palantir ...

Core Viewpoint - Palantir Technologies has successfully transformed from a government contractor into a provider of AI infrastructure, leveraging a unique business model that combines complexity management and value personalization to create customized complex system solutions [5][55]. Group 1: Business Model Analysis - Palantir's business model is characterized by its ability to provide tailored solutions for complex problems, which distinguishes it from traditional software and consulting firms [8][15]. - The company has achieved a gross margin of 55% for scaled clients, with an average annual revenue of $10 million per client [7]. - Palantir's revenue is well-balanced between government and commercial sectors, with government revenue at $1.57 billion and commercial revenue at $1.3 billion [7]. Group 2: Historical Development and Key Milestones - Founded in 2003, Palantir initially focused on the government market, gaining significant trust and insights through early investments from the CIA's venture arm [21][22]. - The company began its commercial expansion in 2009 with a partnership with JPMorgan, marking a pivotal shift towards the commercial sector [24]. - In 2023, Palantir achieved its first annual profit of $217 million, with revenues reaching $2.225 billion, reflecting the success of its "Acquire-Expand-Scale" business model [28][30]. Group 3: Financial Model and Growth Mechanism - Palantir's financial strategy is based on a three-stage model: Acquire, Expand, and Scale, which emphasizes long-term investment over short-term profits [30][31]. - The company has diversified its revenue streams, successfully balancing government and commercial business, particularly after the launch of its AI platform [34]. Group 4: Competitive Advantages - Palantir's technological moat is driven by its ontology-based data integration capabilities, which create a "digital twin" of real-world objects and relationships [35][36]. - The Forward Deployed Engineers (FDE) model allows for deep customer engagement and rapid product iteration, enhancing customer relationships and service quality [37][38]. - The Apollo system supports the transition from consulting services to a scalable software company, enabling automated deployment and management of software [38]. Group 5: Market Position and Competitive Landscape - Palantir occupies a unique market position, often competing against clients' internal IT departments rather than traditional software vendors [39]. - The company's competitive advantages are sustainable, built on a combination of technology, data, relationships, and scale [41]. Group 6: Strategic Transformation in the AI Era - The launch of the AI Platform (AIP) marks Palantir's strategic shift into the AI era, integrating large language models with its existing data infrastructure [42][43]. - The financial performance post-AIP launch validates the effectiveness of this strategic transformation, with significant growth in commercial revenue [46].