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开源套壳叫板Google?Perplexity新品发布,印度裔CEO放言5万美金撬走彭博千亿生意
Sou Hu Cai Jing· 2025-07-12 03:31
编译 | Tina 本周,AI 搜索公司 Perplexity 推出了一款名为 Comet 的网页浏览器。这款浏览器整合了 Perplexity 自家 的 AI 搜索工具和智能助手,旨在为用户提供更智能的浏览体验。目前,Comet 仅面向每月支付 200 美 元的 Perplexity Max 高级用户开放,后续将逐步通过邀请制向更多用户推广。 在官方博客中,Perplexity 直言不讳地表示:Comet 的推出,就是要正面挑战市占率高达 66.6% 的 Google Chrome。而这次发布时间点也颇有意味——恰逢传言 OpenAI 即将发布自家 AI 浏览器, Perplexity 抢先出招,火药味十足。 但 Perplexity 的野心显然不止于此。他们不只是要与 Google 抢用户,更是要复制甚至超越 Google 的模 式。 到了 4 月,CEO Aravind Srinivas 又在一档播客中公开提到:打造自有浏览器,还有一个原因是——他 们想获取用户在 Perplexity 应用之外的行为数据,从而投放更高质量的广告。这已经不只是搜索工具, 更是围绕"用户数据"的全局博弈。 更有趣的是,Sr ...
Volaris: Strong Buy While It's On Discount
Seeking Alpha· 2025-07-12 03:27
I first wrote about Volaris (NYSE: VLRS ) in January of 2025, and since then - despite saying the company was deeply undervalued, its share price has dropped by ~50%. I'm certainly not pleased, especially because in these six months I've made Volaris one ofAnalyst’s Disclosure:I/we have a beneficial long position in the shares of VLRS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other tha ...
700万美金ARR背后:95后如何管理天才员工
虎嗅APP· 2025-07-12 03:15
以下文章来源于AGI接口 ,作者苗正卿 AGI接口 . AI卷起的财富风暴。 本文播客版由豆包AI播客功能自动生成 出品|虎嗅科技组 作者|苗正卿 题图|VAST,头图中身着黑色衣服者即为宋亚宸 6月中旬,在清华大学旁边的海淀区东升科技园,虎嗅见到了VAST创始人、CEO、1997年出生的宋 亚宸。就在几天前,VAST刚刚宣布完成了数千万美元的Pre-A+轮融资。在去年9月,VAST曾宣布完 成数亿元Pre-A融资,截至目前,VAST完成了连续三轮共计数亿元融资,并成为AI 3D大模型公司中 估值最高的公司。另据虎嗅了解,VAST目前年度ARR达到了700万美元/年,也是AI 3D大模型公司 中收入最高的。 虎嗅曾多次到访VAST办公地,和月之暗面、阶跃星辰等AI大模型公司相比,VAST这家公司有很多 特殊之处:公司里摆放着大量二次元手办、漫画,但同时也有专门柜子存放古玩杂项,在这里你能看 到在休息时刻有醉心"间谍过家家"、吃着炸串的工程师,但同时你又能看到在其不远处有"玄学"爱好 者正在推演命盘或起卦。 更深层的"异样"之处,让虎嗅对这家公司感到好奇:在3D大模型领域,VAST保持了最快的产品迭代 速度( ...
New report sheds light on Air India crash that killed 260
NBC News· 2025-07-12 03:00
The preliminary Air India crash report says that seconds after flight 171 took off, the fuel cut off switches for both engines went from run to cut off. Within 1 second, the engines lost power. The report states in the cockpit voice recording, one of the pilots is heard asking the other why did he cut off.The other pilot responded that he did not do so. The switches were flipped back to run, but it was too late. The report says one of the pilots radioed a mayday as the plane soon crashed into a medical scho ...
Lufthansa CEO's wife leaves Italy after deadly accident claims young babysitter's life in resort town
Fox Business· 2025-07-11 23:10
The wife of Lufthansa airlines CEO Carsten Spohr is accused of running down a babysitter while on vacation on an Italian island before flying home to Germany while under investigation for vehicular homicide, according to reports. Vivian Alexandra Spohr, 51, was driving a BMW X5 Tuesday when she struck Gaia Costa, 24, at a crosswalk in the upscale Italian resort town of Porto Cervo in Sardinia, according to Corriere News.Spohr allegedly kept driving until she was waved down before she fainted, according to I ...
VAST创始人宋亚宸:聪明的天才过剩,木讷的天才稀缺
Hu Xiu· 2025-07-11 23:06
6月中旬,在清华大学旁边的海淀区东升科技园,虎嗅见到了VAST创始人、CEO、1997年出生的宋亚 宸。就在几天前,VAST刚刚宣布完成了数千万美元的Pre-A+轮融资。在去年9月,VAST曾宣布完成数 亿元Pre-A融资,截至目前,VAST完成了连续三轮共计数亿元融资,并成为AI 3D大模型公司中估值最 高的公司。另据虎嗅了解,VAST目前年度ARR达到了700万美元/年,也是AI 3D大模型公司中收入最高 的。 虎嗅曾多次到访VAST办公地,和月之暗面、阶跃星辰等AI大模型公司相比,VAST这家公司有很多特 殊之处:公司里摆放着大量二次元手办、漫画,但同时也有专门柜子存放古玩杂项,在这里你能看到在 休息时刻有醉心"间谍过家家"、吃着炸串的工程师,但同时你又能看到在其不远处有"玄学"爱好者正在 推演命盘或起卦。 2024年下半年,宋亚宸做出了一个创业以来最关键的策略调整:5月,VAST发布了针对PGC场景的一站 式3D工作台Tripo Studio。此前,VAST的思路是直接针对C端用户,提供3D大模型产品,并希望通过运 营活跃的C端社区去提振产品月活。这个思路的本质逻辑,和目前很多ToC的通用大模型产品类 ...
American Eagle Outfitters (AEO) Falls More Steeply Than Broader Market: What Investors Need to Know
ZACKS· 2025-07-11 23:01
Company Performance - American Eagle Outfitters (AEO) closed at $9.90, down 2.17% from the previous trading session, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, AEO shares appreciated by 0.5%, lagging behind the Retail-Wholesale sector's gain of 0.67% and the S&P 500's gain of 4.07% [1] Upcoming Earnings - The upcoming EPS for American Eagle Outfitters is projected at $0.2, indicating a 48.72% decline compared to the same quarter last year [2] - The Zacks Consensus Estimate for revenue is $1.23 billion, reflecting a 4.49% decrease from the previous year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $0.83 per share, representing a 52.3% decline from the prior year [3] - Revenue for the fiscal year is estimated at $5.19 billion, down 2.57% from the previous year [3] Analyst Estimates - Recent changes to analyst estimates for American Eagle Outfitters are significant as they indicate shifts in near-term business trends [4] - Positive revisions in estimates suggest analysts' confidence in the company's performance and profit potential [4] Zacks Rank and Valuation - The Zacks Rank system currently rates American Eagle Outfitters as 5 (Strong Sell), with a 9.04% decrease in the Consensus EPS estimate over the last 30 days [6] - The company has a Forward P/E ratio of 12.19, which is a discount compared to the industry average Forward P/E of 17.97 [7] Industry Context - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 209, placing it in the bottom 16% of over 250 industries [7] - The Zacks Industry Rank assesses the strength of industry groups based on the average Zacks Rank of individual stocks [8]
X @Bloomberg
Bloomberg· 2025-07-11 22:58
Brightline Trains Florida, the private passenger railroad between Miami and Orlando, is deferring interest payments on some of its debt as it burns cash to offset lower-than-expected ridership and higher costs. https://t.co/AcARb4jHh2 ...
Cramer's week ahead: Earnings from JPMorgan, Netflix, Goldman Sachs and PepsiCo
CNBC· 2025-07-11 22:57
CNBC's Jim Cramer on Friday told investors what to follow next week as earnings season kicks off, highlighting reports from JPMorgan, Netflix, Goldman Sachs and PepsiCo. "Once we process the new tariffs, we've got a ton of earnings reports coming next week, so you better keep your eyes open," he said. Tuesday brings earnings from financial giants JPMorgan, Wells Fargo, Citigroup and BlackRock, and Cramer said he'll be waiting to hear whether there has been any slowdown in spending or pick up in loan losses. ...
MINISO Group Holding Limited Unsponsored ADR (MNSO) Sees a More Significant Dip Than Broader Market: Some Facts to Know
ZACKS· 2025-07-11 22:51
Company Performance - MINISO Group Holding Limited Unsponsored ADR (MNSO) closed at $17.74, reflecting a -1.93% change from the previous day, underperforming the S&P 500's daily loss of 0.33% [1] - Over the past month, MNSO shares have decreased by 1.47%, while the Retail-Wholesale sector gained 0.67% and the S&P 500 increased by 4.07% [1] Upcoming Earnings - The upcoming earnings disclosure is highly anticipated, with a consensus estimate forecasting revenue of $672.03 million, representing a 21.03% growth compared to the same quarter last year [2] Annual Forecast - For the entire year, Zacks Consensus Estimates predict earnings of $1.12 per share and revenue of $2.9 billion, indicating changes of -2.61% for earnings and +22.75% for revenue compared to the previous year [3] Analyst Revisions - Recent revisions to analyst forecasts for MNSO are important as they reflect near-term business trends, with positive revisions indicating optimism about the business outlook [4] Zacks Rank - The Zacks Rank system currently rates MNSO as 5 (Strong Sell), with no changes in the consensus EPS estimate over the past month [6] Valuation Metrics - MNSO is trading at a Forward P/E ratio of 16.22, which is a discount compared to its industry's Forward P/E of 17.97 [7] - The company has a PEG ratio of 1.06, while the average PEG ratio for Retail - Apparel and Shoes stocks is 2.02, indicating a more favorable valuation relative to expected earnings growth [8] Industry Context - The Retail - Apparel and Shoes industry, part of the Retail-Wholesale sector, has a Zacks Industry Rank of 209, placing it in the bottom 16% of over 250 industries [8][9]