一年一度，共赴乌镇。11月6日-9日，以"共筑开放合作、安全普惠的数智未来——携手共建网络命 运共同体"为主题的2025年世界互联网大会乌镇峰会将于中国浙江乌镇举行，同期的"互联网之 光"博览会则以"AI共生，智启未来"为主题，充分展示以"人工智能+"为重点的全球互联网领域新技 术新产品新场景。 已连续多年参会的数据智能上市企业每日互动（股票代码：300766）今年再次应邀参与，将盛装 亮相A2-12展台，为大家带来数据智能与人工智能融合创新的最新成果。 今年是世界互联网大会举办的第12年，也是每日互动创始人、CEO方毅创业的第20年。二十年 来，每日互成长于移动互联网，领航数据智能，拥抱人工智能，始终秉承"让数好用，把数用好"， 打造出多款引领时代的创新产品和方案，持续推动技术的产业落地。 此次互联网大会上，每日互动将重点带来个知·智能工作站GAI Station和"发数站"两大成果。其 中，"发数站"由每日互动基于"可信数据空间+可控大模型"打造而成，通过为数据价值高效流通提 供安全保障，能够让合作方更好地链接和开发来自医疗、交通、政务、营销等各领域的产业数矿和 公共数矿，赋能产业智能化升级，也让数据要素 ...

Core Viewpoint - The company emphasizes its focus on global data intelligence leaders like Palantir, highlighting its strong data accumulation and governance capabilities, as well as its successful commercialization of data intelligence applications in both commercial and public service sectors [1] Company Overview - The company operates as a data intelligence service provider with a robust product matrix that includes applications for industry upgrades and innovation [1] - It has developed a three-tier product architecture called "GAI" series, which includes GAI OS, GAI Office, and GAI Store, aimed at enhancing AI capabilities [1] Product Offerings - Palantir's core products include Gotham, Foundry, Apollo, and AIP, which provide comprehensive support from data integration and analysis to visualization [1] - Gotham is tailored for government clients, focusing on data search, analysis, and visualization for applications in counter-terrorism, national defense, and law enforcement [1] - Foundry serves enterprise clients, facilitating business data analysis for supply chain optimization, financial risk management, and medical data research [1] - Apollo aids in software deployment and management across various environments, ensuring seamless updates and continuous operation of critical systems [1] - AIP, as a generative AI platform, allows unified access to multiple AI models, automating data analysis and decision support [1] Market Position and Strategy - The company has established a strong presence in the public safety sector, with a solid customer base and competitive product offerings [1] - It is leveraging advancements in AI technology to enhance its product offerings and drive long-term high-quality growth [1] - The company has accelerated its AI initiatives in 2023, integrating 20 years of data intelligence experience into its new product developments [1]

Core Insights - A leading manufacturing enterprise is facing three core challenges in implementing AI technology [1] - Daily Interaction leverages 20 years of data intelligence service experience to build an "Enterprise-level AI Management Platform" [1] - The platform features a three-layer architecture: "Knowledge Hub + Permission Engine + Open Interface" to facilitate secure and efficient internal knowledge flow, flexible integration of external AI capabilities, and intelligent upgrades of business systems [1] Challenges - Knowledge integration and security bottlenecks exist due to the dispersion of internal knowledge across multiple systems, lacking a unified management platform for secure sharing and efficient access [1] - Insufficient openness of AI capabilities as existing systems cannot flexibly integrate AI Q&A capabilities, making it difficult for external business systems (like ERP/SRM) to access the knowledge base and RAG services [1] - High barriers to intelligent upgrades with traditional business system transformation cycles being long and lacking agile AI agent development and deployment solutions [1] Solutions - AI knowledge platform enables knowledge collection, permission management, and multi-format file recognition (documents/tables/images), enhancing Q&A accuracy through semantic enhancement technology [1] - Open capability integration supports intelligent agent registration management based on the Dify framework, providing open RAG interfaces for external system access while ensuring permission security [1] - Intelligent upgrade solutions for business systems like ERP/SRM/PES simplify development processes and lower technical barriers [1] Outcomes - Internal knowledge utilization increased by 60%, and employee Q&A response time reduced to seconds [1] - Open API supports integration of AI capabilities with over five business systems, compressing development cycles by 50% [1] - Prototyping of AI agents for ERP systems completed in the research phase, facilitating the enterprise's transition from equipment supplier to AI-driven solution provider [1]

Financial Data and Key Metrics Changes - Gorilla Technology Group reported revenue of approximately €39,300,000 for H1 2025, representing a year-on-year increase of over 90% [4][10] - The company reduced its debt to $18,100,000 and improved liquidity with approximately $26,100,000 in cash, along with an additional $105,000,000 raised through equity in July [5][14] - Adjusted EBITDA and adjusted net income were both approximately €5,700,000, indicating a focus on profitability alongside revenue growth [7] Business Line Data and Key Metrics Changes - The company signed three new projects in the last thirty days, including two in Taiwan and one in the UK, which are expected to strengthen the long-term recurring revenue base [6][8] - The gross margin for the first half was in the low 30s, influenced by a mix of revenue sources, but the company maintains a full-year forecast for gross margins in the 40% range [10][11] Market Data and Key Metrics Changes - The revenue drivers in the first half were primarily from projects in the Middle East and Taiwan, with expectations for continued revenue from these regions in the second half [31] - The backlog at the beginning of the year was $93,000,000, with $39,000,000 delivered, leaving a remaining backlog of approximately $59,000,000 [20] Company Strategy and Development Direction - The company is transitioning from a seasonal, milestone-heavy revenue model to long-term, multi-year contracts that provide steady revenue streams [8][68] - Future funding strategies will prioritize project-level funding and debt, with a focus on minimizing dilution while maximizing growth [24][57] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in maintaining guidance for 2025 with expected revenue between $100,000,000 and $110,000,000 and targeting EBITDA margins of over 20% [21][22] - The company is actively engaged in negotiations for significant projects, including the Smart School program in Thailand, which has expanded in scope [43][44] Other Important Information - The company is working on the One Amazon project, with significant milestones set for September and November 2025, including a showcase at the New York Climate Week [38][41] - The company is also pursuing M&A opportunities in India and the United States, with a focus on strategic growth [57][58] Q&A Session Summary Question: What were the main revenue drivers in the first half and expectations for the second half? - The main revenue drivers were projects in the Middle East and Taiwan, with expectations for continued revenue from Taiwan, Thailand, and the Middle East in the second half [31][32] Question: Can you provide an update on the One Amazon project? - The project is progressing well, with milestones set for a showcase in September 2025 and tokenization completion in November 2025 [38][39] Question: What is the status of the Smart School program in Thailand? - The project is in deep negotiations with the government, and its scope has expanded to include smart cloud infrastructure and AI database integration [43][44] Question: Can you provide an update on large MOUs and contract signing progress? - The Wanhai Port and ADE projects are in the MOU phase, with the Wanhai project set to deploy AI logistics solutions soon [48][50] Question: What are the primary uses of the capital raised? - The capital raised will support large projects and ensure the company can meet ambitious targets without being hamstrung by cash constraints [56][57]

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].

Core Insights - Fobi AI Inc. has appointed Uddeshya Agrawal as Chief Technology Officer to lead its technology vision and execution in Web3 and cybersecurity [1][4] - Agrawal has a strong background in cybersecurity and Web3, having previously directed a critical platform upgrade for Fobi and developed an unlaunched product [2][3] - His appointment is expected to accelerate Fobi's strategic growth and enhance its capabilities in AI and Web3 integration [5] Company Overview - Fobi AI Inc. specializes in AI-driven real-time data analytics, helping clients turn data into actionable insights for increased profits [6] - The company operates globally across various industries, including retail, telecom, sports & entertainment, casino gaming, and hospitality & tourism [6] Leadership and Vision - Agrawal's leadership is anticipated to integrate Fobi's mobile wallet credentialing and data intelligence into a secure, AI-powered Web3 ecosystem [5] - His experience in generating substantial revenue through AI, Web3, and cybersecurity ventures positions Fobi for a first-mover advantage in the market [4] Strategic Initiatives - Under Agrawal's guidance, Fobi aims to launch a transformative initiative that merges Web3, AI, and real-time data to revolutionize business operations [5] - The company has laid the groundwork for this initiative in recent months, marking a new chapter in its strategic growth [5]

Core Viewpoint - Fobi AI Inc. has entered into a share purchase agreement to sell its wholly owned German subsidiary, Fobi AI Germany GmbH, for a total of EUR 1,540,000, which includes a cash purchase price of EUR 1,400,000 and an additional EUR 140,000 to be paid on behalf of Fobi by the purchaser [1][2]. Group 1: Transaction Details - The total payment for the acquisition is EUR 1,540,000, comprising EUR 1,400,000 in cash and EUR 140,000 to be paid by the purchaser to the acquired company [2]. - The acquired company will grant Fobi a non-exclusive, worldwide, irrevocable, and sublicensable license for the "Passcreator Software" for a total price of EUR 140,000, with a term of 48 months post-transaction closing [3]. Group 2: Strategic Implications - The CEO of Fobi stated that the sale of the German subsidiary is a strategic decision aimed at enhancing the company's financial position and supporting future growth without further diluting shareholder value [4]. - The company has been preparing for its next evolution by aligning with transformative shifts in AI and Web3, indicating a focus on advancing its business model [5]. Group 3: Company Background - Fobi, founded in 2017 in Vancouver, Canada, is a leading AI and data intelligence company that helps businesses digitally transform and leverage customer data for personalized experiences [7]. - The company collaborates with major global organizations across various sectors, including retail, insurance, and entertainment, and is recognized as a technology leader in North America and Europe [8].

Core Viewpoint - Alation has acquired Numbers Station to enhance its AI Agent capabilities, aiming to help clients leverage AI on structured data [1][2] Group 1: Acquisition Details - The terms of the acquisition were not disclosed, but Numbers Station has raised over $17 million from various investors [1] - Alation plans to integrate Numbers Station's products into its platform by the end of the current quarter [1][2] Group 2: Strategic Importance - Alation's CEO, Satyen Sangani, emphasized the complementary infrastructure of both companies, which facilitates a swift integration process [1] - Sangani highlighted the necessity of a translation layer between LLMs and enterprise data for effective AI tool adoption [1][2] Group 3: Technology and Development - Numbers Station is seen as a natural choice for providing the required translation layer, having developed an AI Agent for structured data [2] - Alation has been developing its own AI Agents, including a data quality agent and document agent, set to launch this quarter [2] Group 4: Company Background - Alation, founded in 2012, serves over 600 enterprise clients, including Nasdaq, Hertz, and Samsung [2] - The company has raised over $300 million in venture capital, with a valuation of $1.7 billion reached in 2022 [2]

Core Insights - The company, Daily Interaction, reported a revenue of 99.1861 million yuan for Q1 2025, focusing on the data intelligence sector and advancing its "self-data-governance" strategy [1] - The acceleration of AI model applications and rising demand for digital upgrades since the end of 2024 have prompted the company to innovate its products and services based on AI technologies [1] - Daily Interaction emphasizes the importance of quality data resources in the application of large model technologies, aiming to link and develop public and industrial data resources [1] Technology Application - Daily Interaction has developed exclusive vertical models for enterprises, industries, cities, and individuals based on the "trusted data space + controllable large model" concept, including private deployment services for large enterprises and hybrid cloud solutions for SMEs [2] - The company is assisting government departments and public institutions in building city-level trusted data spaces and has launched a personal assistant app, "GeZhi," for individual users [2] - Strategic partnerships have been established with organizations such as Zhejiang Telecom and China Electronics Cloud to explore applications in public data operations, smart healthcare, and smart transportation [2] Future Directions - Daily Interaction plans to continue building an open industrial ecosystem, promoting the development and sharing of data value across cities, enterprises, and individuals based on trusted data spaces and controllable large models [2]