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法国经济竞争力遭受关税重创
Jing Ji Ri Bao· 2025-08-13 22:05
在农业和食品行业领域,包括葡萄酒、奶酪等法国优势出口产品均被排除在豁免清单之外,且美方要求 简化欧盟在肉类、奶制品等方面的卫生认证,这将对法国乃至欧洲整体食品安全体系造成影响。据统 计,法国相关行业每年向美销售约3.5亿欧元乳制品。法国农业部长热纳瓦尔指出,"如果葡萄酒和烈酒 出口最终未获豁免,相关行业将面临8亿欧元的额外关税冲击"。法食品出口商担心额外的进口税将压低 其产品价格,并使本就因通胀而面临拮据难题的美国消费者更加无力承担,进而对法国出口造成影响。 法国葡萄酒与烈酒出口协会主席雅尼克·菲亚利普表示,在美元疲软背景下,相关关税将持续增加法对 美出口压力,并对法竞争力造成冲击。 在数字服务和科技领域,美方宣称欧方已承诺免除对美企征收相关税费,但欧盟仅表态"将另行协调"。 法国则将该领域视为对美施压的关键领域,推动欧盟针对美在线服务巨头征收数字税。对此,法国欧洲 事务部长本杰明·哈达德曾表示,"如果欧方希望在保持对美压力上走得更远,数字服务和知识产权等领 域将成为选项"。 在军购与能源领域,美方曾明确指出,"欧洲将在2026年前大量采购美国装备",但欧方则认为"军事采 购从未作为正式议题"。法国总统马克龙 ...
租赁危机愈演愈烈,大批澳人花钱雇人看房!最高$200/次
Sou Hu Cai Jing· 2025-08-03 08:21
随着澳洲租房危机愈演愈烈,越来越多潜在租房者开始雇人看房。 Tim Fung(图片来源:RealEstate) 由于更多租房者面临租房压力,他们正在尝试更多能让自己租到房的方法。 他们正在使用的平台之一是Airtasker,该平台6月的租房看房任务需求同比增加166%。 Airtasker的首席执行官Tim Fung表示,这一增长可能是因为更多租房者难以找到住处。 "现在租房变得十分困难,因为租房需求非常高。如果你动作不够快,就可能错过。人们正变得越来越聪明,思考如何比以前更 快抓住这些机会。" 雇人看房的价格从40澳元到200澳元不等。 该平台允许用户在几分钟内发布任务,描述他们需要完成的任务、时间和地点,有意愿接收任务的人会询问价格。 Tenants Union of NSW的首席执行官Leo Patterson Ross表示,关于雇人看房有几个突出的因素,首先是潜在看房数量与时间压力的 双重影响。 "可能同时有多套房子在出租,当你在短时间内寻找新住处时,应尽可能多的看房,并尽可能多的提交申请。" "对其他人来说,让别人帮忙看房可能可以帮助发现问题,比如有清洁、物业管理背景的人,他们可能会发现你发现不到的 ...
“99%的AI公司都是泡沫”
虎嗅APP· 2025-07-18 14:12
Core Viewpoint - The CEO of Fiverr, Micha Kaufman, emphasizes that 99% of AI companies are likely to be bubbles, as most do not provide significant value or innovation, and the market will eventually clear itself [27][29]. Group 1: AI's Impact on Employment - AI is perceived as a threat to various professions, with Kaufman stating that it will automate many tasks, leading to a need for individuals to enhance their skills or consider changing careers [7][11]. - The CEO encourages employees to aim for full automation of their current tasks, which would free up time for more strategic thinking and creativity [11][12]. - There is a growing concern about the fear and resistance to AI among employees, which Kaufman believes should be addressed through personal responsibility for self-improvement [12][13]. Group 2: The Future of Work - The current job market is compared to the dot-com bubble, with Kaufman suggesting that many young people are disillusioned with work, but those who seek meaning and purpose will continue to thrive [15][16]. - The importance of competition and the drive for resources is highlighted, indicating that individuals must adapt to the changing landscape to avoid becoming burdens [16]. Group 3: Market Dynamics and AI Bubble - Kaufman identifies a saturation of AI startups, predicting that many will fail due to oversupply and lack of differentiation [18][28]. - The concept of "cloning time" is introduced, where the speed of product replication has drastically decreased, making it harder for new entrants to establish a unique market position [18][19]. - The CEO stresses that true innovation and value creation are essential for survival in the AI space, as many current offerings lack differentiation [19][29]. Group 4: The Role of Founders - In a market where technology is democratized, the unique value of a startup increasingly relies on the capabilities and vision of its founders [24][25]. - Kaufman emphasizes the importance of strong leadership and the ability to navigate challenges, as successful companies often have resilient teams that can adapt and overcome obstacles [25]. Group 5: The Future of Content Creation - The discussion on copyright highlights concerns that AI-generated content may undermine the motivation for human creativity, as original creators may not receive recognition or compensation [31][34]. - Kaufman argues that the essence of creativity and the role of humans in content creation must be preserved, despite the rise of AI [34]. Group 6: The Evolution of Business Strategy - The CEO notes that the rapid pace of technological change makes it difficult to predict the future, contrasting it with the predictability of past technological advancements like Moore's Law [38]. - Companies must remain agile and responsive to market changes, focusing on speed and direction to maintain competitive advantage [44][46].
Fiverr CEO 内部信曝光后万字回应:99% 的 AI 公司都是泡沫
Sou Hu Cai Jing· 2025-07-17 01:20
Group 1 - Fiverr's CEO Micha Kaufman emphasizes the need for individuals to adapt to the changing job landscape influenced by AI, suggesting that traditional roles may become obsolete and that workers should focus on automating their tasks to free up time for more complex thinking [2][11][5] - The company has successfully navigated various technological shifts since its founding in 2010, including the transition from PC to mobile internet and the rise of the gig economy [2][3] - Fiverr went public in 2019 with a valuation of $650 million, and its revenue surged to $189.5 million in 2020 due to the COVID-19 pandemic and the shift to remote work [3][2] Group 2 - Kaufman warns that 99% of AI startups are likely to fail within one to two years, with only a few companies that provide foundational infrastructure or solve specific problems surviving [4][30] - He stresses that true innovation should focus on identifying new problems rather than merely optimizing existing products [4][30] - Speed is identified as a critical competitive advantage in the rapidly evolving AI market, where being first to test and validate ideas can determine a company's survival [4][30] Group 3 - The conversation highlights a collective anxiety regarding AI's impact on employment, with Kaufman stating that individuals must continuously update their skills and knowledge to remain relevant [11][14][16] - He argues that the essence of human value lies in creativity, aesthetic judgment, and moral discernment, which machines cannot replicate [11][14] - The current AI landscape is compared to the dot-com bubble, suggesting that many companies are entering the market without offering substantial value, leading to an inevitable market correction [30][19] Group 4 - Kaufman believes that the rapid pace of AI development has made traditional predictive models obsolete, as the industry is now characterized by uncertainty and volatility [39][40] - He notes that the market is currently oversaturated with AI companies, and only a few will emerge as leaders, similar to the consolidation seen in the cloud services market [32][40] - The importance of human creativity and the unique contributions of individuals are emphasized, as technology alone cannot drive success without the right people behind it [26][27]
Meta为他豪掷2亿美元,上交校友庞若鸣,晒出在苹果的最新论文
机器之心· 2025-07-10 10:49
Core Viewpoint - The article discusses Ruoming Pang's transition from Apple to Meta, highlighting his contributions to Apple's foundational model and the development of AXLearn, a modular large model training system designed for heterogeneous infrastructure. Group 1: Ruoming Pang's Transition - Ruoming Pang, head of Apple's foundational model team, is moving to Meta's newly established superintelligence team, with a reported offer of $200 million [2][3]. - Despite the transition, Pang continues to contribute to Apple by promoting his research on AXLearn [3][4]. Group 2: AXLearn Overview - AXLearn is a production-grade system designed for large-scale deep learning model training, emphasizing scalability and high performance [6]. - The system features a modular design and comprehensive support for heterogeneous hardware infrastructure, allowing for efficient integration of functionalities like Rotary Position Embeddings (RoPE) with minimal code [6][8]. - A new method for measuring modularity, based on lines of code (LoC-complexity), is introduced, showing that AXLearn maintains constant complexity during system expansion, unlike other systems that exhibit linear or quadratic growth [7][23]. Group 3: Performance Evaluation - AXLearn's training performance is compared with systems like PyTorch FSDP, Megatron-LM, and MaxText across various hardware platforms, demonstrating competitive iteration times and throughput [26][29]. - The system shows near-linear scalability in weak-scaling experiments, indicating its robustness in handling increased workloads [30]. Group 4: Production Use and Impact - AXLearn has evolved from a tool for a few developers to a large platform supporting hundreds of developers in training models with billions to trillions of parameters [35]. - It can concurrently support over 10,000 experiments and is deployed across various heterogeneous hardware clusters, contributing to features used by billions of users [36][37].
锦江在线: 上海市方达律师事务所关于上海锦江在线网络服务股份有限公司2024年年度股东大会之法律意见书
Zheng Quan Zhi Xing· 2025-06-27 16:29
Core Viewpoint - The legal opinion letter confirms that the 2024 annual general meeting of Shanghai Jinjiang Online Network Service Co., Ltd. was convened and conducted in accordance with relevant Chinese laws and regulations, as well as the company's articles of association [3][4][10]. Group 1: Meeting Procedures - The notice for the 2024 annual general meeting was published on June 5, 2025, in compliance with the regulations [6]. - The meeting will be held on June 27, 2025, at 1:30 PM at the Xinjingjiang Hotel in Shanghai, combining on-site and online voting methods [5][6]. - The notice was published 20 days prior to the meeting, meeting legal requirements [6][10]. Group 2: Voting Participation and Qualifications - A total of 7 shareholders (including proxies) participated in the on-site voting, representing 214,083,113 shares, which is 38.81% of the total voting shares [6][7]. - The combined results of on-site and online voting showed participation from 188 shareholders, representing 215,575,642 shares, or 39.08% of the total voting shares [6][10]. - The qualifications of the participating shareholders and proxies were verified and deemed valid [7][10]. Group 3: Voting Procedures and Results - The meeting adopted a combination of on-site and online voting to deliberate on various proposals, including a special resolution regarding amendments to the company's articles of association [8][10]. - Proposals 1 to 6 and 8 to 10 were passed by ordinary resolution, while proposals 11 and 12 were elected through cumulative voting [9][10]. - The special resolution (Proposal 7) was approved with more than two-thirds of the voting shares in favor [10]. Group 4: Conclusion - The legal opinion concludes that the meeting's convening, procedures, participant qualifications, and voting results are all in compliance with applicable laws and the company's articles of association [10].
Fiverr(FVRR) - 2025 Q1 - Earnings Call Transcript
2025-05-07 13:32
Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $107.2 million, up 15% year over year, accelerating from 30% year over year growth in Q4 2024 [15] - Adjusted EBITDA for Q1 was $19.4 million, representing an adjusted EBITDA margin of 18%, an improvement of 100 basis points from a year earlier [15] - Free cash flow totaled $27.4 million, up 31.6% year over year [15] Business Line Data and Key Metrics Changes - Marketplace revenue reached $77.7 million, driven by 3.5 million active buyers and a take rate of 27.7% [16] - Services revenue was $29.5 million, representing year over year growth of 94%, and accounted for 27.5% of total revenue in Q1 [18] Market Data and Key Metrics Changes - The overall demand for freelancing has been stable, with no direct exposure to tariffs [7] - The company has seen strong engagement for Fiverr Go, with over 6,000 sellers activated and more than 200,000 buyers interacting with the product [11] Company Strategy and Development Direction - The company’s strategic priorities include strengthening the marketplace by going upmarket, expanding value-added services, and investing in AI [8] - Fiverr Pro has been a focus, with enhancements to the product offerings aimed at driving buyer conversion and maximizing customer engagement [9] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the business for the remainder of the year, raising guidance for both revenue and adjusted EBITDA [19] - The macroeconomic environment is viewed as stable, with opportunities for growth identified in business solutions [30] Other Important Information - The board authorized an additional $100 million for the stock repurchase program, reflecting confidence in long-term business opportunities [16] - The company expects services revenue to exceed 30% of total revenue for the full year 2025 [18] Q&A Session Summary Question: Insights on Fiverr Go and broader demand environment - Management highlighted that Fiverr Go is designed to enhance customer satisfaction and conversion rates, with strong initial results [26][30] Question: Dynamics for buyers using Fiverr Go - Buyers appreciate the always-on nature of the service, which provides instant results and enhances their confidence in decision-making [41] Question: Sustainability of services revenue growth - Management confirmed that services revenue growth is sustainable and expected to increase as more value-added services are introduced [50] Question: Impact of macroeconomic volatility on freelancing - Management noted that enterprises are increasingly seeking freelancers to complement their internal teams, especially during periods of market volatility [58] Question: Sales and marketing opportunities in Q1 - The company capitalized on various opportunities across different channels and geographies, which contributed to strong performance in Q1 [88] Question: Incentives for Fiverr Pro customers - Customers are incentivized to engage with Fiverr Pro through exclusive services, account management, and rewards for spending above a certain threshold [90]