Summary of Key Points from Conference Call Records Industry Overview - The conference call discusses the progress of AI applications in both B-end and C-end markets globally and in China, highlighting the rapid development and commercialization of AI technologies in various sectors [1][2][3]. Core Insights and Arguments - **C-end AI Applications**: China leads in C-end AI applications, benefiting from a large user base and mobile internet advantages. Companies like ByteDance, Kuaishou, and Meitu have shown significant AI integration in their products, reflected in their financial results [2]. - **B-end AI Applications**: The B-end market in China faces challenges such as low willingness to pay for AI solutions. However, sectors like manufacturing, education, and healthcare are leveraging AI to enhance competitiveness and provide customized experiences [1][3][5][6]. - **Meitu's Growth**: Meitu has seen a significant increase in paid users, reaching 12.61 million in 2024, more than doubling from 2022, due to its user-friendly AI product designs [10][11]. - **Applovin's XOY AI Engine**: Applovin's XOY AI advertising engine has driven performance growth by transitioning from a click-based payment model to a performance-based model, enhancing ad targeting and user engagement [13]. - **Tems AI's Business Model**: Tems AI has achieved commercial success through precision medicine, generating $445 million in revenue in 2024 by charging hospitals per case and earning commissions from pharmaceutical companies [15]. Important but Overlooked Content - **Challenges in B-end Market**: The B-end market in China struggles with low payment rates compared to the U.S., where companies are more accustomed to paying high premiums for software. This necessitates a focus on demonstrating the tangible benefits of AI solutions [12]. - **AI in Manufacturing**: AI applications in manufacturing are expected to enhance production efficiency and quality, with companies like Dingjie Digital leading the way in implementing AI tools [5][22][24]. - **Growth of AIGC in C-end**: The C-end generative AI applications have rapidly grown, with apps like Deepseek and Doubao surpassing 100 million monthly active users, indicating a strong market potential [7][8]. - **Investment Opportunities**: Companies in enterprise service software, such as Kingdee International and Yonyou Network, as well as those in vertical industries like healthcare and education, are highlighted as having strong growth prospects [30]. Conclusion - The conference call emphasizes the transformative impact of AI across various sectors, with notable advancements in both B-end and C-end applications. The potential for growth in AI technologies remains significant, particularly in the context of China's unique market dynamics and user base.

AI Adoption & Impact - Salesforce is undergoing a massive internal transformation by adopting AI to unlock a new labor model where AI and humans work together [2] - 25% of code is currently being written by AI within Salesforce [4] - Over half of the jobs filled at Salesforce in Q1 were internal, indicating new mobility within the company [4] Agent Force Performance & Customer Impact - Agent Force processed 1 million service requests last week with an 85% resolution rate [3] - Agent Force achieves a 65% faster time to resolution for service requests [3] - Agent Force has over 8,000 paying customers [12] - Grupo Globo in Brazil is using Agent Force to achieve a 22% lift in customer retention [14] Market Opportunity & Strategy - The market opportunity for digital labor is estimated at $6 trillion [6] - 84% of CIOs see AI as being as significant to their business as the Internet [6] - Salesforce views digital labor as the next major breakthrough, similar to the Internet and mobile phones [5] - Salesforce introduced Agent Force three with a key feature called command center to manage agents [10]