据报道，微软渴望提高其Copilot聊天机器人的下载量，为此招募了一些美国最受欢迎的网红，向年轻消 费者传达的信息可以概括为：我们的AI助手和ChatGPT一样酷。该公司表示，其Copilot助手系列每月吸 引1.5亿活跃用户。但OpenAI的ChatGPT声称拥有8亿每周活跃用户，而谷歌的Gemini则拥有每月6.5亿用 户。 ...

Microsoft’s trying a new strategy to reach Gen Z by using influencers to promote Copilot as a lifestyle tool, not just a productivity app. https://t.co/jnUn9YJ7qq ...

调查结果显示，亚太地区企业对AI应用呈显著增长，有89%的受访者表示在过去12个月内已采用AI，较 上次调查的69%增幅明显。在中国香港，88%的受访者表示已在工作中使用AI工具，例如ChatGPT、 Copilot等。当被问及AI的应用程度时，65%的受访者主要应用第三方AI工具于部分业务领域或偶尔使 用。 澳洲会计师公会大中华区理事及Web3及新兴科技委员会主席冼君行博士指出，香港企业对AI的认知虽 高，但距离真正释放其价值仍有一段距离："大多数受访者表示使用第三方AI工具，显示香港对AI的认 知度相当成熟。然而，许多企业仍停留在概念验证（Proof-of-Concept）阶段，仅以AI工具提升生产 力，例如处理重复性工作及流程自动化。政府及专业机构可加强教育与推广，释放AI的真正潜力，例 如透过进阶技术如预测分析（predictive analytics）及代理型AI（agentic AI），重塑商业模式与工作流 程，并逐步推进至符合策略目标的生产级应用。" AI的普及正在重塑会计与财务等行业的招聘趋势。尽管有42%的香港受访者表示目前招聘方式未见改变 或言之尚早，但已有17%的受访者指出，因AI技术的 ...

ZoomInfo’s third quarter results saw the company outperform Wall Street’s revenue and profit expectations, with management attributing success to its ongoing transition toward larger enterprise customers and the rapid scaling of new AI-powered products. CEO Henry Schuck emphasized that the company’s proprietary data assets and expanded product suite, such as Copilot and GTM Workspace, have driven stronger customer engagement and improved net revenue retention. Management highlighted sustained margin improv ...

2025年美国职场，百万打工人被AI抢饭碗，科技大厂却赚得盆满钵满，甚至就连卡内基梅隆大学的CS 研究生都逃不过失业暴击。 裁员越狠的企业，利润反而越高，亚马逊2025年Q2净利润暴涨101%，微软前三季度营收增长12%， Meta靠广告业务赚得盆满钵满。 摩根士丹利测算，亚马逊仓库机器人每年能帮公司省40亿美元，UPS仅10月就精简3.4万运营人员，管 理层裁员还在继续。 而且AI裁员专挑软柿子捏，不是盲目瘦身，而是精准瞄准中间层技术岗，Meta一口气裁掉FAIR实验室 600个大模型执行岗。 微软用Copilot工具替代40%支持部门员工，全是那些重复性强、不用创造性决策的流程化工作，传统金 字塔就业结构直接变成哑铃型，顶端是掌握核心算法的AI天龙人。 美国就业咨询公司Challenger,Gray&Christmas的数据直接把人看傻，2025年10月单月裁员153074人，同 比暴涨175%，创下2003年以来同期最高纪录。 更夸张的是，2025年1-10月科技行业裁员已达14.1万人，AI领域占比近24%。而且这波裁员还跨界蔓 延，教育科技公司Chegg因为学生转用AI工具，直接裁员22%。 面对这 ...

Financial Data and Key Metrics Changes - Docebo's Annual Recurring Revenue (ARR) increased by $2.5 million sequentially, reflecting a year-over-year growth of 14% when excluding the Dayforce business [5][7] - The company achieved a 20% EBITDA margin, marking a significant milestone in its financial performance [39][64] Business Line Data and Key Metrics Changes - The mid-market business exceeded performance expectations, benefiting from leadership changes and improved processes [7][8] - Core business retention improved, contributing positively to overall performance despite accelerated churn with Dayforce [8][32] Market Data and Key Metrics Changes - EMEA performance exceeded expectations with significant new customer acquisitions during the quarter [8] - The company is seeing increased interest in its offerings from state and local government sectors, driven by its FedRAMP certification [11][12] Company Strategy and Development Direction - Docebo is focusing on diversifying its revenue streams and enhancing its product offerings, particularly in AI capabilities [28][29] - The company is investing in partnerships with system integrators like Deloitte and Accenture to enhance its market penetration and support complex implementations [60][84] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the pipeline for federal contracts despite the government shutdown, indicating that it has not significantly impacted their business [11][17] - The company anticipates continued growth in the mid-market and enterprise segments, with expectations for a strong Q4 [19][78] Other Important Information - The Dayforce wind-down is expected to reduce its contribution to total revenues to approximately 3.5-4.5% in 2026 and become immaterial thereafter [25] - The introduction of AI credits is seen as a potential driver for future revenue growth and customer retention [81] Q&A Session Summary Question: Can you unpack the components of ARR growth? - Management confirmed a $2.5 million sequential increase in ARR, with a 14% growth year-over-year excluding Dayforce [5][7] Question: How is the FedRAMP initiative progressing? - The company has secured two new federal customers earlier than expected, indicating strong momentum in this area [10][11] Question: What is the outlook for the enterprise segment? - The enterprise segment continues to grow, with notable wins and expectations for a strong Q4 [19][78] Question: Can you provide details on the Dayforce wind-down? - The Dayforce contribution to revenues is expected to decline significantly over the next few years, with ongoing growth in other areas [25][44] Question: How is AI being integrated into the product offerings? - AI capabilities are being infused throughout the product, with a focus on enhancing customer experience and retention [28][29] Question: What is the impact of the AWS contract roll-off on ARR? - The AWS contract is expected to result in a $4 million hit to ARR, effective December 31 [74] Question: How are partnerships with system integrators evolving? - The company is strengthening relationships with major system integrators to enhance market presence and support complex implementations [60][84]

Software Updates & New Products - WhatsApp officially launched a new app for Apple Watch, supporting chats, voice messages, call notifications, message reactions, and chat history [1][2] - OpenAI introduced Arvar, an AI agent powered by GPT5, designed for autonomous cybersecurity research, acting as an assistant for security and development teams [3][4] - Microsoft unveiled a new AI companion called Mo during the Co-pilot fall release event, drawing comparisons to Clippy [6][7] AI & Cybersecurity - Arvar analyzes code, identifies flaws, ranks risks, and suggests fixes, addressing the increasing importance of AI-driven cybersecurity tools [5] - OpenAI has shut down over 40 malicious networks for violating the platform's usage policy, highlighting AI abuse by cyber criminals [5] - Microsoft's new Co-pilot groups will allow up to 32 people to co-write and plan within the software, enhancing sharing and collaboration [7] Microsoft's AI Strategy - Microsoft is focusing on "human-centered AI" with Mo, which is optional and adapts to conversations [9][8] - Co-pilot can now reference past conversations easily and remember important information for future interactions [8]

苏莱曼称，正是此类工具证明了AI在非对话场景下同样能展现强大能力。他表示AI诊断工具"已接近"准备就绪、可推向市场的状态。 面对投资者对AI领域巨额投入难见回报的担忧，苏莱曼特别强调："我们必须明确，超级智能的研发绝非不计代价的盲目投入。" 11月7日，美国当地时间周四，微软宣布将组建一个专注于前沿人工智能研究的新团队，并由微软AI部门首席执行官穆斯塔法·苏莱曼亲 自执掌。 在官方博文中，苏莱曼阐释了MAI超级智能团队的使命："我们致力于解决实际、具体的问题，并确保技术发展始终稳健可控。我们的目 标不是创造虚无缥缈的超级智能，而是打造真正服务于人类的实用技术。" 该团队将聚焦三大核心方向：首先是开发亲民价的AI伴侣，助力学习、工作和效率提升；其次是打造医疗超级智能，实现全科诊断的专 家级能力，并在临床环境中实现精准的医疗方案规划和预后预测；最后是推动清洁能源技术突破，通过创新工作流程管理加速科研成果 转化。 医疗健康是微软AI的重点领域，也是苏莱曼预期将最先受到超级智能影响的行业之一。该公司近期与哈佛健康建立合作，为其Copilot提 供可靠医学回答，并推出了基于位置、语言等偏好寻找医生的功能。此外，微软还开 ...

Core Insights - Microsoft is forming a new team, the MAI Superintelligence Team, to focus on advanced artificial intelligence research, led by Mustafa Suleyman [1][2] - The initiative aims to develop practical AI technologies that serve humanity, rather than pursuing abstract superintelligence [2][6] - The formation of this team follows significant investments by other tech giants, such as Meta, in AI research and talent acquisition [2][3] Company Developments - Mustafa Suleyman, previously a co-founder of DeepMind and Inflection AI, has joined Microsoft to lead the new AI research group [3][4] - Microsoft has been diversifying its AI capabilities by incorporating models from various sources, including Google and Anthropic, to reduce reliance on OpenAI [4] - The new research group will focus on creating AI companions for education and exploring applications in medicine and renewable energy [5] Industry Context - The AI sector is experiencing a talent rush, with major companies hiring leading engineers and researchers to enhance their products with generative AI capabilities [3] - Concerns are rising among investors and analysts regarding the sustainability of AI investments without clear profit pathways [6]

Core Insights - Amazon and Microsoft are collectively cutting over 29,000 jobs, with Microsoft letting go of more than 15,000 workers and Amazon cutting 14,000 roles [1][2] - The layoffs are not due to financial distress but rather a strategic move to streamline operations and adapt to the rapid development of artificial intelligence [2][4] - Companies are shifting focus from employee allocation to enhancing efficiency and reducing bureaucracy in response to AI advancements [4][26] Company Strategies - Amazon's CEO Andy Jassy emphasized that the layoffs are not financially driven and are part of a broader restructuring to create a leaner organization [4][26] - Microsoft is investing heavily in AI infrastructure, reporting a record $34.9 billion in capital expenditures for the quarter, despite concerns from investors about the lack of immediate ROI [17][18] - Both companies are aiming for flatter organizational structures to foster agility and innovation in the face of AI integration [4][26] AI Integration and Impact - Since the launch of ChatGPT by OpenAI, tech companies have invested hundreds of billions into AI-related technologies, with a focus on enhancing productivity rather than replacing jobs [3][19] - AI tools like Microsoft's Copilot are being utilized to significantly reduce project timelines, with marketing campaigns being shortened from 12 weeks to 3 weeks [11] - The adoption of AI varies regionally, with over 30% of the working-age population using AI in urban areas like King County, while rural areas show much lower usage rates [14] Market Position and Competition - Amazon's cloud division faced challenges during a recent earnings cycle, with perceptions that Microsoft is gaining ground in AI capabilities [16][18] - Startups founded after the launch of ChatGPT are hiring fewer employees but are experiencing faster revenue growth, indicating a shift in hiring practices in the tech industry [20][21] - The competitive landscape is evolving, with companies needing to adapt their structures and hiring models to remain relevant in an AI-driven market [22][24]