鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 天下武功，唯快不破： AI创业 亦是如此。 最近 吴恩达 在YC演讲上倾囊相授，为所有AI创业者提供建议，总结下来就一个字—— 快！ 吴恩达表示： 执行速度是衡量创业公司成功几率的一个重要指标。 除了强调速度的关键作用，吴恩达还探讨了 AI技术如何加速工程和产品反馈 ，以及学习编码对个人的重要意义。 虽然只有短短四十多分钟，但干货满满。 难怪网友都纷纷表示： 吴恩达是一名出色的老师，从ML、DL、GAN等专业知识再到今天的创业课堂，他始终在用知识风暴帮助世界。 那让我们来看看他到底讲了些什么。 新的市场机遇 吴恩达首先抛出了 AI技术栈 的概念：最底层是半导体公司，其次是云计算或超大规模云服务商，再往上是AI基础模型公司，最顶层是应用 层。 当前绝大多数人都将目光放在构建基础模型等技术层面上，但事实上，最大的创业机会却存在于 应用层 。 正是因为AI应用创造出了足够多的收入，才能支撑底层技术的发展。 在过去一年里，尤其值得关注的是， 智能体AI 的兴起。 它也为AI技术栈带来了新的智能体编排层，可以帮助应用开发者更好地协调对底层技术层的调用，让应用开发变得 ...

打破"高冷"，活人营销。 文 ｜ 蟹蟹 编辑 ｜ 徐大大 来源｜ 咖新社（ID： newdrinks ） 封面来源 ｜ 企业官方 这两天茶饮圈闹得沸沸扬扬的大瓜，莫过于 "咖啡顶流瑞幸" 和 "圈外人士多邻国" 的商业联姻。 其中的爱恨纠葛堪比八点档电视连续剧，前任？小三？抢婚？孩子？"活人感"要多重有多重。 以下文章来源于咖新社 ，作者蟹蟹 咖新社 . 中国饮品行业专业新媒体。定向邀约超 140+新茶饮连锁品牌创始人关注本平台。 同步在｜小红书 | 视频号 | 今日头条 | 等平台发布。 就连伊利、安慕希、海尔、舒肤佳、心心相印等一众为国民所熟知的大品牌也皆现身现场担任"嘉宾"，而这场全球直播的世纪婚礼更是获得上万网民们的 全程围观。 不过，在这大喜的日子，弹幕却是清一色的...... "瑞，你糊涂啊，这渣鸟已经八婚了！"、"它早已脚踏两条船！"、"倒要看看他们俩啥时候离婚。"、"犯重婚罪了吧！" 瑞幸×多邻国大婚 联名演变成大型联姻现场 一个擅长营销，一个擅长抽象，两人皆在各自领域构筑一番商业版图，既是联姻，也是强强联合。 7月3日，瑞幸短短数字"好事将近，缘来是你@多邻国"，并释放关键信息" 联名鹿透， ...

瑞幸与多邻国的联名，无疑是近期最成功的"破圈样本"。深谙社交玩法的多邻国，其标志性的绿色猫头鹰"多儿"凭借死亡威胁式催学的魔性人设早已跻身 顶流IP；而联名老手瑞幸，则精准拿捏着年轻人的兴奋点。 这场合作从起手式就充满章法：多邻国抛出悬念十足的"结婚请帖"引爆猜想，瑞幸适时"掀盖头"官宣承接热度，又以IP杯套和周边"屁屁杯"再次点燃市 场，最终靠社媒互动与定制短剧等形式继续散发余热。 当联名产品宣告售罄，人人手握一杯瑞幸时，也无声地印证了其"品牌调性契合、用户高度重叠、互动自带梗点"的成功内核。然而，这般行云流水又效果 显著的案例，在当下已成稀有物种。 上一次能引发同等声量的联名记忆似乎已模糊——联名营销，为何正从爆款制造机滑向"失灵困局"？ 01 联名营销整体遇冷，爆款难再 在瑞幸与多邻国风光无限的盛世婚礼背后，整个联名营销市场却逐渐陷入了挣扎。一方面，品牌们对联名的热情丝毫未减，仍然有大批量来自各个领域的 品牌在合作的数量和频率甚至呈现出愈演愈烈的态势。 根据雷递的数据显示，仅仅在今年上半年，光新茶饮行业就发生了72起联名事件。这充分说明，品牌方依然将联名视为快速撬动市场关注、吸引用户流量 的重要手段。 ...

Group 1: Acquisition and Business Expansion - Baozun has completed the acquisition of the UK high-end yoga wear brand Sweaty Betty's business in China, marking its third international brand acquisition after Gap and Hunter [1] - Sweaty Betty, founded in 1998, is known for its stylish yoga pants and has a price range of 750 to 1180 RMB, slightly higher than some core products of lululemon [1] - The acquisition will be managed by the same team responsible for Gap and Hunter, indicating Baozun's strategy of leveraging local design and supply chain capabilities to restructure overseas brands' operations in China [1] Group 2: Financial Performance - Baozun's Q1 2025 revenue reached 284 million USD, reflecting a year-on-year increase of 3.27% [2] - Armani Group reported a 6% decline in annual revenue to 2.3 billion euros for 2024, with a significant drop in operating profit by nearly 69% to 67 million euros [4] - LVMH and Kering are dragging down the luxury sector, with a projected 3% decline in organic sales for Q2 2025, worsening from a 1% decline in Q1 [3] Group 3: Market Trends and New Products - The luxury goods market is facing increased pressure due to currency fluctuations and decreased purchasing power among tourists from China and the US [3] - Color Wow, a US haircare brand, has been acquired by L'Oréal, with its sales estimated to be slightly above 300 million USD [5][6] - HOKA ONE ONE launched the new Rocket X 3 racing shoes, featuring advanced materials for improved performance [10] Group 4: Brand Developments - The Chinese high-end fragrance brand Wenxian has launched its seventh season of products, focusing on traditional Chinese scents [7] - Emis has opened its third pop-up store in Hangzhou, following successful openings in Shenzhen and Chengdu, targeting a younger demographic [13] - Kappa's parent company, China Dongxiang, reported a revenue decline of 3.7% to 1.68 billion RMB but achieved profitability with a net profit of 207 million RMB [23]

Core Insights - Duolingo has achieved a remarkable valuation with a P/E ratio of 200 and a market capitalization of $18.7 billion, raising questions about whether this is a capital bubble or a rational market choice [1] Group 1: Company Overview - Duolingo was founded in 2009, with its app launched in 2012 by Luis von Ahn, a professor at Carnegie Mellon University, and his student Severin Hacker [3] - The company initially gained funding due to the founders' reputation rather than the online language education model itself, with significant backing from Google in later funding rounds [4][5] - The app's unique gamified learning approach has been a key factor in its user engagement and retention [7][9] Group 2: Business Model - Duolingo operates on a "free + ad + premium" model, offering free courses with ads and optional paid subscriptions for an ad-free experience and additional features [14][15] - The subscription products include Super Duolingo and Duolingo Max, with prices ranging from $12.99/month to $29.99/month for advanced features [15] - The company reported a significant increase in user engagement, with DAU at 46.6 million and MAU at 130.2 million, reflecting a 49% and 33% year-over-year growth, respectively [16] Group 3: Financial Performance - Duolingo's Q1 2025 financial results showed a net profit of $35.1 million, a 30% increase from the previous year, and an adjusted EBITDA of $62.8 million, up 43% [16][20] - The company has maintained a compound annual growth rate (CAGR) of 34% in user growth and over 58% in subscription revenue from 2019 to 2024 [16] Group 4: Market Position and Growth Potential - The global language learning market is projected to be valued between $61.7 billion and $97.8 billion by 2024, indicating significant growth potential for Duolingo [27] - Duolingo's user acquisition strategy has been effective, with a low marketing expense ratio of 13%, leading to a snowball effect in user growth [23] Group 5: Competitive Landscape and Challenges - Despite its success, Duolingo faces challenges in providing comprehensive language learning resources, particularly for less common languages [29][30] - Competitors like Speak and Grammarly are leveraging AI technology to enhance their offerings, posing a threat to Duolingo's market share [32][33] - The company's reliance on a single app for growth may limit its long-term scalability unless it diversifies its offerings [21][24]

上海交通大学的华小文从教育技术的演变出发，回顾了在线教育从"电话授课"到"线上平台"，再 到"VR+脑电波传感器"教学的飞跃。她强调，技术不应替代教师，而应强化学习者的个性表达与多元智 能的发展。她提及，芬兰等国家已在中小学引入AI课程，鼓励学生用所学知识参与全球议题，如可持 续发展目标（SDGs）与全球气候变化。此外，她也警示了"技术成瘾"现象，呼吁推动"正向上瘾"型教 育应用的开发，如语言学习应用多邻国。华小文总结道："技术应该服务于创造力、合作与批判思维， 而不是制造懒惰与分裂。" 6月30日，第四期全球名校"Z世代"领袖连线活动顺利举行。此次活动汇聚了上海交通大学、香港理工大 学，以及伦敦大学学院、加州大学伯克利分校、墨尔本大学、奥克兰大学、悉尼大学等15所世界知名高 校的40余名青年代表，与相关领域的专家相聚云端，围绕"AI技术与未来应用"主题展开深入探讨。 青年对话环节，与会的"Z世代"代表们以跨界视角展开思维碰撞，围绕人工智能技术前沿与社会发展等 话题畅所欲言、各抒己见。 人工智能与多语言大模型领域的青年学者、前阿里巴巴通义团队核心研究员杨建以"人人可编程"为主题 进行分享，深度解析了代码智能技 ...

最近高考中考陆续放榜，朋友圈满是家长晒录取通知书、学生庆祝毕业的动态。教育永远是大家最关心的话题，今天就和大伙唠唠一家挺有意 思的 AI教育公司——多邻国。 先简单介绍一下这家公司：多邻国是一家极具特色的语言学习技术公司，于 2011年在美国匹兹堡成立，由卡内基梅隆大学教授Luis von Ahn 与他的博士生Severin Hacker共同创立。 2012年，多邻国正式推出同名App，创新地将课程设计成游戏闯关模式，融入排行榜、每日打卡等机制，极大激发了用户的学习动力。像超过 800万用户连续打卡超1年，90日留存率超10%，这样出色的用户留存数据，远超传统教育类App。其标志性吉祥物绿色猫头鹰Duo功不可 没，它会在用户未完成学习任务时，通过App发送俏皮提醒，以独特的"陪伴式督促"增强用户粘性。 多邻国的课程覆盖范围令人惊叹，提供包括英语、日语、韩语、法语等大众语言，以及威尔士语、纳瓦霍语等小众语言，总计约 40种语言课 程，且所有课程均可免费使用，真正降低了语言学习的门槛。 在市场拓展方面， 2019年多邻国进军中国，迅速吸引了大量用户，中国现已成为其全球第七大市场，且是年增速最快的国际市场之一。 多 ...

- risk on continues as Good morning. QQQs +40bps - middle east tensions ease and expectations for fed cuts have risen over last few weeks. BTC +1% while yields mixed - short end of the curve lower while 10 year slightly higher. 早上好。QQQ上涨40个基点- -随着中东紧张局势缓解以 及市场对美联储降息预期的上升，风险偏好持续。比特币上 :涨 1%,收益率走势分化 -- 短端收益率下降,10年期收益 率略有上升。 MU Earnings tonight where expects have risen - hearing Aug Q EPS guide bogey is in the $2.20-$2.30 range now. 今日晚间公布 MU 财报，预期有所上调—— -听说 8 月季度每 股收益指引目标现为 2.20 至 2.30 美元区间 。 Fairly slow morni ...

Core Insights - The article discusses the evolution of viral marketing, highlighting a shift from positive, entertaining content to content that often gains attention through controversy or negative reactions [1] - The SPREAD framework is introduced as a tool for brands to navigate the complexities of modern viral marketing, allowing for critical assessment and optimization of content before release [2] SPREAD Framework Dimensions - **Socially Useful and Sensitive**: Successful marketing campaigns today often provide value or meaningful actions, as seen in Duolingo's language equality advocacy and Dove's "Cost of Beauty" campaign, which resonated deeply with audiences [3][4] - **Provocative**: Effective campaigns challenge norms and provoke thought, such as Patagonia's "Don't Buy This Jacket" and Elf Beauty's "So Many Dicks," which raised awareness on diversity issues [5][6] - **Replicable**: Content that encourages participation and user-generated versions, like TikTok's "Roman Empire" trend, can significantly amplify brand exposure [7][8] - **Emotional**: Content that triggers emotional responses is crucial, with Airbnb's campaign successfully tapping into nostalgia and connection, while Peloton's ad failed due to a lack of empathy [9][10] - **Ambiguous**: Ambiguity can spark curiosity and sharing, as demonstrated by LEGO's "Rebuild the World" campaign, which encouraged personal interpretation [11][12] - **Distributive**: Content must be adaptable across various platforms to maximize reach, as seen in campaigns like the "DollyPartonChallenge" and Disney's "ShareYourEars" [13][14] Conclusion - The SPREAD framework provides brands with a structured approach to create impactful content that resonates with audiences while maintaining their core values, essential in a landscape where consumer behavior is increasingly selective and fragmented [2][14]

2025.06. 16 本文字数：2345，阅读时长大约4分钟 作者 | 第一财经 程程 一提起雅思考试，曾赴英国留学的莫莉（化名）觉得"非常折磨人"，"前后考了三次，雅思考试 的报名费、补习班和'机经'等资料花了4万~5万元。"她对第一财经记者表示。 像莫莉这样的"烤鸭"（指雅思考生）不在少数。英语语言考试雅思（IELTS）是海外留学与英 文能力的金标准之一。2023年，全球雅思考试人次达到400多万人的历史新高。而在中国内 地，过去15年里，雅思考试的报名费用从1450元上涨八次到2020年至今的2170元，涨幅逼近 50%。难以想象，雅思的考试机构竟然沦落到拆东墙补西墙，甚至打算变卖艺术收藏品。 早在今年1月初，雅思考试主办方之一英国文化教育协会（British Council）的首席执行官麦 克唐纳（Scott McDonald）就警告称，财政压力可能会导致该协会在十年内"消失"。"我这么 说不是为了吸引眼球，我认为这是事实。"他称。 另据知情人士透露，英国内阁大臣近日已要求英国文化教育协会制订两份支出计划，一份计划 维持名义现金金额不变，这意味着英国政府未来几年内不会追加对该协会的资助，预计此举将 ...