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一文看懂“人工智能+”:十年一遇的大机遇
Hu Xiu· 2025-08-27 01:24
昨天晚上,朋友圈被一份文件刷屏了,《关于深入实施"人工智能+"行动的意见》。 人工智能+,等了好久,他来了。 当年很多人也是没看懂"互联网+"是啥,觉得不就是搞网站、开网店嘛。结果呢? 短短几年,美团、滴滴、拼多多这些巨头拔地而起,彻底颠覆了我们的衣食住行。 快递员、外卖小哥、网约车司机、带货主播……无数新饭碗被创造出来,也砸掉了无数旧饭碗。 伟大的历史,总是有惊人的相似之处。 这篇文章,我不想干巴巴地解读政策条文。 这是大时代啊,兄弟们,作为一个半AI行业从业者,真的感觉在最好的年纪,遇到了最棒的时代。 很多朋友跟我说,第一个问题就是,一头雾水,感觉每个字都认识,但连在一起就不知道它到底要干 嘛。然后第二个问题就来了:这跟我有啥关系? 所以我也斗胆,做一篇通俗易懂的解读。 因为跟我们每个人的都关系太大了。 我甚至觉得,这份文件的重要性,可能远超十年前的那份《关于积极推进"互联网+"行动的指导意 见》。 我耐着性子读下去,越读越兴奋,到最后甚至有点血脉偾张的感觉。 我想用通俗易懂的话语,结合咱们都熟悉的例子,聊聊这"人工智能+"到底是个啥玩意儿,它跟当年 的"互联网+"有啥根本不同,以及,在这场已经开席的时代 ...
Crexendo(CXDO) - 2025 Q2 - Earnings Call Transcript
2025-08-05 21:30
Financial Data and Key Metrics Changes - Total revenue increased by 13% to $16.6 million compared to $14.7 million in the same quarter last year [7][16] - GAAP net income was $1.2 million, up from $0.6 million year-over-year [7][17] - Adjusted EBITDA for the quarter was $2.8 million, compared to $2.2 million in the prior year [17] - Remaining performance obligation (backlog) increased to $83.5 million, up 17% from the previous year [22] Business Line Data and Key Metrics Changes - Software solutions revenue grew by 31% to $7 million compared to $5.3 million in the same quarter last year [7][16] - Telecom service revenue increased by 4% to $8.4 million, while product revenue decreased by 7% to $1.2 million [16][21] - Gross margin for software solutions improved to 74%, while telecom services gross margin was 56% [23] Market Data and Key Metrics Changes - The master agent technology service distributors saw an 88% increase in sales bookings year-over-year [22] - The telecom services retail segment grew at 2% organically for the quarter [21] Company Strategy and Development Direction - The company is focused on transitioning to Oracle Cloud Infrastructure, which is expected to yield significant cost savings and improve innovation [12][20] - Crexendo is actively reviewing several potential acquisitions, ensuring they align with the vision of strategic profitable growth [13] - The company is enhancing its AI capabilities, with plans to roll out AI call bots and operator functions [10][25] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the company's trajectory, highlighting strong demand for its offerings and a commitment to delivering best-in-class services [14][26] - The company is not pursuing low-margin opportunities, focusing instead on profitable growth [11][22] Other Important Information - The company reported a strong cash position of $23.5 million, supporting continued innovation and strategic initiatives [13][18] - The company has successfully completed its international data center migration to Oracle Cloud Infrastructure [20] Q&A Session Summary Question: What is the pipeline for the second half of the year? - Management expects continued growth in new licensees and upgrades, with the total active licensee count around 240 [31][32] Question: How will the T-Mobile acquisition of UScellular impact the relationship? - Management sees tremendous opportunities with the T-Mobile acquisition and anticipates expanding the successful partnership with UScellular [34][36] Question: What margin improvements can be expected after closing international data centers? - Major savings are expected next year when domestic data centers are closed, with minimal immediate impact from international closures [37] Question: What is driving the strong growth in master agent sales? - Strong relationships and excellent customer service have fostered growth in the master agent channel [40][41] Question: What is the outlook for software revenue growth? - The company anticipates maintaining double-digit organic growth, with software solutions expected to continue growing at over 30% [45] Question: How is the remaining performance obligation structured? - The remaining performance obligation is heavily weighted towards the first three years of contracts, indicating strong future revenue streams [50] Question: What is the status of product revenue? - The company is strategically moving away from low-margin product sales, which has led to fluctuations in product revenue [53][54] Question: How is international expansion progressing? - The company continues to see strong demand in international markets, particularly in Europe and Australia [68]
关于2049年,凯文·凯利的85个预言
腾讯研究院· 2025-06-25 08:46
Core Concepts - Kevin Kelly's new book "2049" presents five core concepts about the future: Mirror World, Human-like Intelligence, AI Assistants, Intervisibility, and Content Explosion [2] Group 1: Mirror World - By 2049, most smartphones will be replaced by smart glasses, creating a "Mirror World" where reality and virtuality overlap [7] - The Mirror World will be the next generation of the internet, providing immersive experiences powered by AI [7][8] - Companies providing data support for the Mirror World will become the largest and wealthiest globally [8] - As virtual experiences become more accessible, real experiences will become more precious and rare [8] - Data collection in the Mirror World will require a balance between personalization and privacy [8] Group 2: Human-AI Interaction - The relationship between humans and AI will be collaborative, with humans participating in AI operations rather than AI acting independently [10] - AI will not possess human-like understanding; thus, interactions with AI should not be interpreted through human standards [11] - By 2049, everyone will have AI assistants akin to personal secretaries, integrated into smart glasses or wearable devices [12][13] Group 3: Workplace Transformation - The "human + machine" model will lead to increased efficiency from machines while humans focus on less efficient, innovative tasks [13] - Middle management will be most affected by AI, as their roles can be automated [14] - Organizations will become flatter, with AI taking over tasks like reporting and evaluation [14][15] Group 4: Business Opportunities - The next 25 years will see significant growth in sectors benefiting from AI, including healthcare and education [18][20] - The AI field will likely be dominated by a few major players, with high entry costs for new startups [29] - Customization and personalization will be key trends, driven by comprehensive understanding of individuals [20] Group 5: Content Explosion - The next 25 years will witness a content explosion, with AI significantly impacting the publishing industry [24] - AI will enable personalized recommendations, transforming how knowledge is shared and consumed [24] - The film industry will be disrupted, allowing more individuals to create content [24] Group 6: Education Evolution - Personalized education will become widespread due to AI, transforming traditional educational structures [27] - New types of universities focused on job market needs may emerge, ensuring better alignment between graduates and employment opportunities [55] - Lifelong learning will become essential, with a focus on effective learning methods [59] Group 7: Healthcare Innovations - Digital twins will drive the development of personalized medicine, utilizing individual data for tailored healthcare solutions [62] - AI doctors will assist human doctors, improving healthcare access and efficiency [70] - Remote healthcare will help bridge the gap in medical resource distribution [70] Group 8: Technological Advancements - Five key areas will experience explosive growth: robotics, autonomous driving, space exploration, life sciences, and brain-computer interfaces [72] - The automotive industry will see a significant shift towards electric vehicles, with China emerging as a leader [75] - Space exploration will focus on Mars, with potential human habitation and research stations established [81]
Z Explorer|05后,不限专业、地点、时间的实习,和我们一起了解世界!
Z Potentials· 2025-06-15 03:45
联合发起方(持续扩招中) 在你的想象中,未来的世界应该是什么样的? 无需跨出家门,就能畅游世界各个未知角落,深入体验不同文化背景下的生活与思维 科技的脉搏让曾经的科幻情节变为了现实 想邀请你加入我们的Z Explorer计划,一起去探索更多的未知,去发掘更多的可能。 在这里: 关注年轻人、科技、创投的Z Potentials 关注年轻人、科技和财经的Z Finance 关注年轻人、消费和全球化的Z Lives 关注年轻人、新一代交互娱乐的脑洞航海家 你将有机会与世界顶尖高校的杰出青年携手合作,共同策划闭门活动,与行业专家面 对面; 你将有机会与一线投资人一起,挖掘最新的行业洞察,参与科技大航海时代; 你将有机会结识科技行业领袖人物,参与深度访谈,理解商业核心,一同描绘未来; 你可以不必担心疾病与衰老,先进的基因药物将守护你的青春与活力 智能的AI助理会解放你的双手,为你处理生活中的一切琐碎 长期践行"从年轻人出发"的使命,以科技和商业为切入点,为新一代年轻人的成长提供全方位的内 容、活动和高质量社交平台。 Z Explorer正是在这样理念的启发下,通过对接全球顶尖高校的年轻人,培训Z Explorer的专业 ...
关于2049年,“硅谷精神之父”凯文·凯利的85个预言
点拾投资· 2025-06-14 09:54
"未来",总是能让人类展开无限的想象。 (图源电影《星际穿越》) 在凯文・凯利所著的 新书《2049》 中, 他以 25 年作为时间维度, 提出了关于未来世界的 5个 核心概念——镜像世界、类人智能、AI 助理、互见性以及内容井喷。 基于凯文・凯利在书中展现出的前瞻性视角以及对未来趋势的深刻洞察,我们梳理出了他 最新的 100 个关于未来的前沿预测, 这些预测涵盖技术、社会、生活等多个方面,将帮助我们更好地认 识未来、想象未来、适应未来。 *以下内容摘编自凯文·凯利《2049:未来10000天的可能》 镜像世界, 新一代技术革命的增长拐点 1. 到了 2049 年, 大多数智能手机将被智能眼镜取代。 当数十亿生活在城市地区的人戴上这些 智能眼镜时,他们看到的是现实世界与虚拟世界的叠加,也就形成了 "镜像世界" 。 2. 镜像世界将是下一代互联网, 是一个每个人都可以在其中拥有身临其境的体验、AI 赋能的沉 浸式互联网。在这个全新的互联网中,人机互动的方式将从使用键盘、鼠标和触摸屏转换成使用 语言、动作甚至眼神。 《连线》杂志创始主编、"硅谷精神之父"、《失控》《必然》作者凯文・凯利确信: 在不远的将 来,人工 ...
关于2049年,“硅谷精神之父”凯文·凯利的85个预言
Hu Xiu· 2025-06-11 08:50
Group 1 - By 2049, most smartphones will be replaced by smart glasses, creating a "mirror world" where users experience a blend of reality and virtuality [5][6] - The mirror world will serve as the next generation of the internet, enabling immersive experiences powered by AI, shifting human-computer interaction from traditional inputs to voice, gestures, and eye movements [5][6] - Companies providing data support for the mirror world will become the largest and wealthiest globally, as immersive experiences will lead to an explosion of content and user-generated experiences [6][7] Group 2 - The relationship between humans and AI will evolve into a partnership, with humans participating in AI operations rather than AI operating independently [9][10] - By 2049, everyone will have access to AI assistants akin to personal secretaries, integrated into smart glasses or wearable devices, which will become a key battleground for companies [12][13] - The workplace will face significant challenges as AI enhances efficiency, leading to a shift in job roles, particularly affecting middle management [15][18] Group 3 - The future will see a rise in two extremes of company sizes: large corporations employing over a million people and small one or two-person startups [25][26] - AI will facilitate entrepreneurship, making it easier for individuals to start companies, leading to a proliferation of new startups focused on specific projects [26][27] - The AI sector will likely be dominated by a few major players, with significant barriers to entry due to high research and development costs [29][30] Group 4 - The next 25 years will witness significant advancements in five key areas: robotics, autonomous driving, space exploration, life sciences, and brain-computer interfaces [72][73] - Electric vehicles are projected to comprise 60%-70% of all vehicles, with China emerging as a leading manufacturer in this sector [75][76] - The space economy will focus on near-Earth orbit for satellite and communication services, with a growing need for satellite deployment and space debris management [38][39] Group 5 - The publishing industry will be transformed by AI, enabling personalized content recommendations and creating interconnected knowledge bases [42][43] - The education sector will shift towards personalized learning experiences facilitated by AI, with a focus on lifelong learning and adaptability [50][51] - Healthcare will see advancements in personalized medicine through digital twins and AI-assisted diagnostics, improving access to quality care [62][63]
积极拥抱AI,造就“数智工匠”(科教视界)
Group 1 - The current wave of technological revolution, represented by artificial intelligence (AI), is profoundly impacting the industrial landscape and talent demand, presenting both opportunities and challenges for vocational education [1] - Vocational colleges are encouraged to embrace AI and deepen their digital transformation, focusing on cultivating students' abilities to use AI tools to solve complex problems [1][2] - The integration of AI into vocational education is exemplified by Shandong University of Technology's implementation of AI applications in its photovoltaic engineering technology curriculum, which includes real-time analysis of industry job demand and skill gaps [1][2] Group 2 - AI is reshaping the relationship between teaching and learning, necessitating the creation of a collaborative learning ecosystem involving teachers, students, and AI [1][2] - AI assistants can perform various administrative tasks, allowing teachers to focus on heuristic teaching and student development, while students enhance their autonomous and collaborative skills [2] - The development of a vertical large model platform in the field of new energy vehicles by Shandong University of Technology aims to activate the intelligent value of vocational education resources and provide personalized skill diagnosis and remediation recommendations [2] Group 3 - The future of AI in vocational education is not merely an enhancement but a transformation crucial for survival and development, with AI enabling a multi-dimensional evaluation process that addresses the limitations of traditional scoring systems [2] - AI-driven lifelong learning platforms will facilitate skill updates for working professionals, contributing to a flexible and open vocational education system [2] - Ethical education regarding AI has become a necessary component of student training, emphasizing data literacy, information discernment, and responsible AI usage as essential skills for future "digital craftsmen" [2]
Z Explorer|05后实习生优先,不限时间和地点,只需想做点有意思的事!
Z Potentials· 2025-05-24 02:46
你可以不必担心疾病与衰老,先进的基因药物将守护你的青春与活力 智能的AI助理会解放你的双手,为你处理生活中的一切琐碎 无需跨出家门,就能畅游世界各个未知角落,深入体验不同文化背景下的生活与思维 科技的脉搏让曾经的科幻情节变为了现实 想邀请你加入我们的Z Explorer计划,一起去探索更多的未知,去发掘更多的可能。 在这里: 联合发起方(持续扩招中) 在你的想象中,未来的世界应该是什么样的? Z Explorer正是在这样理念的启发下,通过对接全球顶尖高校的年轻人,培训Z Explorer的专业技 能、科技敏锐度,以及独到的商业洞察,帮助他们成为未来领袖——新时代的潜在力量。 成为Z Explorer ,能获得什么? 今天开始,Z Explorer正式开启招募。 我们是谁 我们是新一代年轻人的科技和商业内容媒体,内容覆盖人工智能、智能硬件、机器人、IT基础设施、 半导体、金融科技、企业服务等技术产业。 Z Explorer联合发起方拥有多位专业人士,核心成员来自清华大学、北京大学、浙江大学、牛津大 学、UCL、爱丁堡大学、香港科技大学等海内外知名高校以及一线投资机构、科技大厂、顶级 咨询 公司 等知名机构。 ...
Paylocity Holding(PCTY) - 2025 Q3 - Earnings Call Transcript
2025-05-01 21:30
Financial Data and Key Metrics Changes - Recurring and other revenue for Q3 was $421.1 million, a 15% increase year-over-year, exceeding guidance by $6.1 million [11][15] - Total revenue grew 13% compared to Q3 of the previous year [8][15] - Adjusted gross profit was 77%, an increase of 110 basis points from the same period last year [15] - Adjusted EBITDA for Q3 was $197.1 million, representing 43.4% of revenue, significantly exceeding guidance [15][21] - Cash and cash equivalents at the end of the quarter were $477.8 million, with $243.8 million outstanding on the credit facility related to the Airbase acquisition [17] Business Line Data and Key Metrics Changes - The company reported strong performance in channel referrals, with over 25% of new business coming from benefit brokers and financial advisers [11][12] - The integration of Airbase is progressing well, enhancing the value proposition for clients [12][58] Market Data and Key Metrics Changes - The company noted stability in client workforce levels, with a slight year-over-year increase [40] - Seasonal hiring trends were observed, consistent with typical cycles [40] Company Strategy and Development Direction - The company is focused on expanding its product suite and enhancing average revenue per client through ongoing investments in R&D [8][10] - The strategy includes leveraging AI to improve client and user experiences, with new features aimed at streamlining recruiting and onboarding processes [9][10] - The company aims to maintain strong partnerships with brokers, emphasizing value and support [12][60] Management's Comments on Operating Environment and Future Outlook - Management observed a slight pause in buyer decision-making due to macroeconomic uncertainties but remains confident in the company's performance [31][32] - The company is committed to driving productivity and efficiency, particularly in the face of potential economic challenges [80][81] Other Important Information - The company has been recognized for its workplace culture, being named one of America's greatest workplaces for women [14] - The share repurchase program continues, with $150 million repurchased this fiscal year [17] Q&A Session Summary Question: Changes in pricing models for future modules - Management indicated that while traditional pricing models will continue, new products may require different pricing strategies to align with client expectations [24][25] Question: Operating expenses being lower than expected - Management attributed the lower operating expenses to timing within the fiscal year rather than one-time items [26][27] Question: Macro perspective and hiring plans - Management noted a stabilization in the macro environment but is cautious about future hiring plans, focusing on productivity [31][33] Question: Customer base size impact on decision-making - Management observed early signs of thoughtful decision-making, particularly in the enterprise space, but noted overall stability in client levels [38][39] Question: Integration of Airbase and its market impact - Management expressed confidence in the Airbase integration, highlighting its standalone product strength and future potential [56][58] Question: Competitive dynamics and revenue outperformance - Management attributed revenue outperformance to strong execution rather than changes in competitive dynamics [100] Question: Indicators of softness in forward-looking metrics - Management acknowledged some qualitative caution from customers but emphasized that it has not materially impacted results or guidance [102][106]