在CES，看见未来的轮廓 CES被业界誉为"消费电子春晚"，一直是全球科技潮流的风向标。在这里，你将见证技术从概念到落地的完整轨迹。 回顾今年年初的CES，几个趋势已清晰可见，为我们预判明年指明了方向：人工智能不再是孤立的功能，而是如水电般融入产品的底层能力。 2025的CES展，它们分别是： 首先，具身智能机器人从实验室迈向家庭。 斯 坦福机器人实验室孵化的家庭服务机器人已能完成煮咖啡、整理衣物等复杂任务；而中国企业宇 树科技展示的双足机器人，则在运动平衡上取得了重大突破，预示着智能家居的下一个形态。 资本视角的投资逻辑。助你构建创新认知框架，把握AI时代发展先机。 点击上图▲立即报名 被誉为"全球科技年度盛会"的CES，将于2026年1月在美国拉斯维加斯再度揭幕。 今年我们将继续组团带大家去现场深度观展；随后深入硅谷创新腹地，参访斯坦福大 学、Google、Meta和500 Global等顶尖机构，并与AI硬件等专家零距离对话，探 讨行业趋势与机遇，你将收获顶尖学府的创新思维、科技巨头的AI布局与实践、以及 如果说有一个地方能够让你一眼看透未来十年的科技趋势，那一定是每年1月在美国拉斯维加斯举办的国际消费 ...

在模型能力快速迭代之下，如何落地AI成了所有人关心的一个话题。 原因很简单，尽管AI能力很强，但如何将这些「魔法」真正融入到自己复杂又具体的业务流程中，成 了一道难以逾越的鸿沟。 这不，为了解决这个问题，硅谷开始重新兴起了一个新的模式：FDE。 简单说，FDE就是一个驻扎在客户现场的工程师，负责填补"产品能做什么"和"客户需要什么"之间的巨 大鸿沟。 这模式现在有多火？YC的招聘网站上，已经超过100家上百家AI Agent公司在招FDE，连OpenAI自己也 组建了FDE团队，专门服务大客户。 甚至连 Bob McGrew（Palantir前高管、OpenAI 前首席研究员）都忍不住调侃：他去参加 AI 创业者大 会，大家对 ChatGPT 或 GPT-4 没啥兴趣，全场只想问他一件事——Palantir 的 FDE 模式到底怎么玩？ 今天乌鸦君就来聊聊，这个十几年前又重又累的模式，为什么在AI时代突然就火了？ 01 FDE模式，撑起4000亿美金的Palantir FDE模式，最早源于Palantir。 甚至毫不夸张的说， FDE模式撑起了如今4000亿美金的Palantir。 故事还要从Palantir ...

Core Insights - Assort Health, a startup focused on AI patient communication automation for specialty medical institutions, has completed a $50 million Series B funding round, achieving a valuation of $750 million [2] - The funding round was led by Lightspeed Venture Partners, occurring just four months after the company raised $22 million in Series A funding [3] - Founded two years ago by former medical student Jon Wang and ex-Facebook engineer Jeff Liu, Assort Health's AI voice assistant aims to handle high-frequency repetitive tasks typically managed by front desk staff, allowing healthcare professionals to focus on more complex patient interactions [4] Industry Trends - Assort Health is among several startups recently securing funding aimed at leveraging AI technology to alleviate the pressure of incoming calls on healthcare facilities [5] - Last week, EliseAI, which provides automated customer service for real estate and healthcare front desks, announced a $250 million Series E funding round, with a valuation of $2.2 billion [5] - Another AI assistant service for healthcare, Hello Patient, completed a $20 million Series A funding round earlier this month, achieving a valuation of $100 million [5] - The healthcare industry is rapidly adopting AI solutions, with products like medical documentation assistants from companies such as Abridge and Ambience Healthcare gaining popularity [5] Company Performance - Assort Health targets small to medium-sized specialty clinics with long wait times, and its AI agent's quick response capabilities may help reduce patient attrition to competitors [6] - Despite Assort Health's annual recurring revenue (ARR) being slightly above $3 million, the company is experiencing rapid growth [6] - Initially focused on orthopedic and physical therapy clinics, Assort Health has recently expanded its services to other specialties, including obstetrics, dermatology, and dentistry [6]

Core Viewpoint - There is increasing investor interest in AI voice agent startups, particularly in sectors like property management and healthcare, with EliseAI being a notable example that has recently raised $200 million at a pre-money valuation of $2 billion, doubling its valuation from the previous year [3]. Group 1: Company Overview - EliseAI develops AI solutions for property management and healthcare, including voice assistants that handle calls from residents and patients [2]. - The company has secured $83 million in annual recurring revenue (ARR) by the end of 2024, with a goal to double this to approximately $160 million by the end of the year [4]. Group 2: Market Potential - Both property management and healthcare industries face similar challenges, such as repetitive inquiries and high call volumes, making them suitable for AI-driven automation [5]. - The enthusiasm for new AI technologies in these sectors is high, indicating a strong market potential for EliseAI's offerings [3]. Group 3: Competitive Landscape - There are concerns among investors regarding the competitive barriers for vertical AI voice startups, as competitors can easily pivot to target similar industries [6][7]. - Companies like Entrata and Hippocratic AI are already focusing on property management and healthcare, raising questions about the sustainability of EliseAI's data advantages [7].

7月31日，宝马披露了2025年上半年的财务业绩。财报显示，今年上半年，宝马集团全球销量超过120万 辆，同比减少0.5%。 分品牌来看： 营收与利润的跌幅远超销量。宝马今年上半年录得营收676.85亿欧元，同比减少8%；净利润40.15亿欧 元，同比下降29%；汽车业务的息税前（EBIT）利润率已经同比下降了2.4个百分点，跌至6.2%。尽管 如此，在德系三大豪华品牌（BBA）中，宝马今年上半年在营收、净利润和销量上均保持领先。 21世纪经济报道记者 焦文娟 宝马在中国市场跌势未止，关税冲击又接踵而至。 中国市场持续承压拖累了宝马今年二季度以及上半年的业绩。今年上半年，中国市场成为宝马下滑幅度 最大的单一市场，同比下滑15.5%至31.8万辆。 "关税在第二季度对财务状况也造成了重大影响。"宝马集团CFO沃特尔（Walter Mertl）表示。 鉴于中国市场的严峻形势以及关税带来的压力， 标普全球评级已将宝马的展望从稳定下调至负面，同 时确认其"A/A-1"评级。 在整体数据持续下滑中，宝马新能源汽车销量逆势上扬，成为难得的亮点。 今年上半年，宝马的纯电车型交付超22万辆，同比增长15.7%，占比总销量的1 ...

Core Viewpoint - The BPO (Business Process Outsourcing) market is experiencing significant disruption due to advancements in AI technology, which presents both opportunities and challenges for traditional BPO companies and emerging AI startups [3][4][10]. BPO Market Overview - The BPO market is projected to exceed $300 billion in 2024 and is expected to surpass $525 billion by 2030, driven by the need for cost-effective handling of repetitive tasks such as customer support and IT outsourcing [3]. - Major BPO companies like Cognizant, Infosys, and Wipro reported revenues ranging from $10 billion to $20 billion in their latest fiscal years, indicating the scale and importance of the industry [8]. Challenges in Traditional BPO - Traditional BPO providers often face inefficiencies due to long processing times, lack of accountability, and insufficient background information, leading to poor customer experiences [3][6]. - Many BPO firms were established decades ago and rely on outdated systems and client relationships rather than cutting-edge technology [9]. AI's Role in BPO Transformation - Modern AI technologies are enabling the productization of BPO services, allowing for improved efficiency and customer experience [10][11]. - AI assistants can operate continuously, adapt to cultural norms, and support multilingual interactions, significantly reducing the need for human intervention [11]. Opportunities for AI Startups - AI startups are seizing opportunities in customer support, which constitutes the largest segment of BPO spending, exceeding $100 billion [14]. - Vertical-specific AI assistants are successfully productizing core BPO use cases, creating competitive barriers against general-purpose AI solutions [15]. Backend Operations and Cost Reduction - AI startups are effectively reducing BPO expenditures in backend operations by automating tasks such as data extraction and verification, which were traditionally labor-intensive [16]. - Companies like Loop are utilizing AI for invoice verification and claims management, demonstrating significant efficiency gains [16]. Competitive Landscape - Traditional BPO companies are beginning to adopt AI technologies, with firms like Wipro and Infosys reporting significant increases in AI adoption rates [19]. - The competition between established BPO firms and AI startups is intensifying, with startups having the advantage of agility and innovation [20]. Strategic Recommendations for Startups - Startups should focus on building AI-native companies that can productize BPO services and directly compete with traditional providers [21]. - Targeting industries that are reluctant to adopt software solutions and delivering results directly may be a viable strategy for market entry [22]. - Engaging in partnerships or acquisitions to enhance service offerings and customer bases can provide a competitive edge [21][22].