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收购“Manus”也治不好大厂的焦虑症
3 6 Ke· 2026-01-05 11:24
2025年的最后一天,Meta突然宣布收购Manus。 这家成立仅三年的AI Agent创业公司,总部设在新加坡,由几位中国创业者创立。它不做基座模型,只 专注于Agent层——帮助用户自动执行复杂任务的通用自主智能体。2025年3月正式发布产品,8个月内 便实现了1.25亿美元的年化收入。 有报道称,扎克伯格开价20亿美元,据说Manus创始人肖弘开价多少,他就给多少,几乎是"闪电成 交"。 这一交易在创投圈引发阵阵涟漪,以至于元旦假期,多家VC 加班研究自家投资组合里是否也有可被大 厂收购的AI Agent创业公司。 Meta为什么这么着急高溢价收购Manus,因为它太焦虑,太需要一个能用的Agent,一个能打的团队。 同理,国内的科技大厂未必就不想也收一个"Manus",如果过去嫌太贵,那么现在有了Meta打样,价码 自然可以往上抬。 AI Agent创业者、VC 能不激动吗? 但收购消息公布后,Meta股价连续两个交易日下跌,说明资本市场并不认为这桩交易能来Meta带来多 少改变。 毕竟,过去太多类似的交易被证明仅仅是针"止痛药",不能治病。 01 Meta又又"吃药"了 在扎克伯克眼里,花20 亿美 ...
“姚顺雨在 OpenAI 不到一年就跳槽到腾讯,是不是说明他缺乏稳定性?”
程序员的那些事· 2026-01-03 00:49
以下文章来源于算法爱好者 ,作者小蒜 算法爱好者 . 有个高赞回复是这样说的:"人家跳槽是反映人往高处走的冲天之志,而你跳槽则说明能力不足 "。 真的是人比人气死人,扎心了。 2025 年 12 月, 鹅厂不是官宣了前 OpenAI 工程师姚顺雨入职信息嘛 。 PS :他在 2024 年 8 月加入 OpenAI 担任研究员,参与智能体产品 Operator 、 Deep Research 等核心项目, 2025 年 9 月传出离职消息。 后来刷到一个帖子,有网友问:"姚顺雨在 OpenAI 干了不到一年就跳槽,是不是说明他缺乏稳定性。" 的确,普通 人 牛马 跳槽,则会被 HR 或企业贴上 "缺乏稳定性" 的标签,甚至被解读为 "能力不行",很有可能 在简历筛选(如部分大厂)时就被直接淘汰了。 而高价值人才跳槽,则会被解读为 "人往高处走" 的职业选择,不会被 "稳定性" 约束。 规则更像针对 普通 人 牛马 的枷锁,强者的选择往往不受同套标准限制。 算法是程序员的内功!「算法爱好者」专注分享算法相关文章、工具资源和算法题,帮程序员修炼内 功。 | 移动开发 · 10年+ | | | | --- | --- ...
人人拥有AI科学家,一文读懂Deep Research的今生与未来
3 6 Ke· 2025-12-15 03:24
深度研究(Deep Research),让人工智能(AI)系统从"生成文本"进化为"发现知识",进而完成复杂的开放式任务。 目前,Deep Research 已被广泛应用于文本生成、科研、软件工程等领域中,帮助任何人完成诸如学术综述、会议海报、演示文稿(PPT)生成,科研选题 生成、实验执行和学术写作,以及地球观测、软件库补全等工作。 然而,这一领域尚处早期阶段,业内缺少关于 Deep Research 路线图、基础组件、实践技术、关键挑战及未来方向的系统描述。 日前,来自山东大学、中国人民大学和清华大学的研究团队及其合作者,在一篇最新综述中详细梳理了 Deep Research 的前世、今生和未来,为 Agentic 研究范式提供了理论基础。 Deep Research 是什么? Deep Research 赋予了 LLM 一个端到端的研究工作流程,使其能够作为智能代理,在最少的人工干预下生成连贯且有明确来源依据的研究报告。在实际操 作中,Deep Research 系统的 LLM 代理会先规划研究问题,从多种异构来源中获取并筛选相关信息,维护并更新工作记忆,最终输出经过验证、并标注准 确来源的答案。 研究 ...
AI周观察:GPT5.2发布,Oracle收入良好但现金流存隐患
SINOLINK SECURITIES· 2025-12-14 08:36
Investment Rating - The report does not explicitly state an investment rating for the industry or specific companies [2]. Core Insights - The AI application activity has seen a significant rebound, particularly with Gemini showing notable growth, while domestic applications remain stable. OpenAI has released the GPT-5.2 series, focusing on optimizing agent workflows [2][7]. - Oracle reported a total revenue of $16.1 billion for Q3 2025, marking a 13% year-over-year increase, with cloud revenue reaching $8 billion, up 33% [2][13]. Summary by Sections AI Applications - OpenAI launched multiple updates, including GPT-5.2, while Google expanded its applications significantly, enhancing productivity features for enterprise users [7][12]. - The active usage of chat assistant applications has increased, with Gemini leading the growth, while other applications like Claude and ChatGPT also saw slight recoveries [9][12]. Oracle's Performance - Oracle's cloud business continues to grow, with cloud infrastructure revenue increasing by 66% year-over-year, and GPU-related revenue soaring by 177% [13][14]. - The company's remaining performance obligations (RPO) reached $523.3 billion, a staggering 433% increase year-over-year, indicating strong future revenue potential [14][17]. - Despite robust revenue growth, Oracle faces cash flow pressures, with a free cash flow of -$10 billion due to significant capital expenditures [17][18].
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TechCrunch· 2025-11-13 17:02
Google’s NotebookLM adds ‘Deep Research’ tool, support for more file types https://t.co/WnuTsPGt0y ...
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Messari· 2025-11-05 14:27
If you missed the memo, check it out 👇Messari (@MessariCrypto):🚨 NEW: Introducing Deep ResearchYour on-demand research analyst, powered by MessariAI.Generate bespoke, analyst-grade research reports with just one click.Exclusive to Enterprise users. https://t.co/UhilkEzNVW ...
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Messari· 2025-11-05 14:27
Product Offering - Messari's Deep Research 提供定制的分析师级别研究报告,一键生成 [1] - 企业用户可享受 20% 的折扣,使用代码 DEEPRESEARCH20 [1] Promotion - 提供 20% 的企业版折扣,促销代码为 DEEPRESEARCH20 [1]
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Messari· 2025-11-03 16:01
With Messari Enterprise get unlimited access to Copilot and its all NEW Deep Research feature for on-demand, analyst grade reports.Use code DEEPRESEARCH15 for 15% off your first year.https://t.co/zu9mxtllr0 ...
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Messari· 2025-10-30 16:37
Product Launch - Messari Research 通过 AI 技术推出 Deep Research 功能,旨在提供深度研究能力 [1] - Deep Research 能够进行深入的信息挖掘,并保证事实的准确性和实用性 [1] Report Overview - Deep Research 生成了一份关于 Hyperliquid 的 40 页深度报告 [1]
Agnes:不做通用型智能体丨对话全民AI应用平台Agnes AI
量子位· 2025-10-30 08:39
Core Insights - Multi-Agent systems have emerged as a significant trend in the AI field, enhancing the efficiency and effectiveness of AI applications [2][3]. - Agnes AI, a product developed by SapiensAI, has gained traction with over 300 million registered users and 200,000 daily active users within four months of launch [7][6]. Group 1: Agnes AI Features - Agnes AI integrates various functionalities such as Deep Research, Wide Research, AI Design, AI Slides, and AI Sheets, catering to different user needs [8][14]. - Deep Research focuses on in-depth analysis through iterative questioning, while Wide Research utilizes multiple agents to handle large-scale tasks simultaneously [14][16]. - The platform emphasizes user intent understanding and task complexity to optimize the assignment of tasks to agents [15][16]. Group 2: Market Position and User Base - Agnes AI targets young users and professionals, particularly in mobile and web-based work environments, promoting a lightweight approach to productivity [7][41]. - The product aims to replace traditional office tools, offering a free quota for users, which enhances user acquisition and retention [40][56]. - The AI office market is expected to grow significantly, with traditional products facing disruption from AI-native solutions like Agnes [42][44]. Group 3: Competitive Advantages - Agnes AI's multi-agent architecture allows for parallel task execution, improving speed and efficiency compared to single-agent systems [25][27]. - The product's design prioritizes user experience, aiming for rapid response times and high-quality outputs, which are critical in competitive markets [22][36]. - The company focuses on low customer acquisition costs and aims to capture a significant share of users who have yet to engage with AI technologies [50][52]. Group 4: Future Outlook - The AI market is anticipated to evolve rapidly, with Agnes AI positioned to capitalize on the shift towards AI-native applications [42][46]. - The company envisions becoming a leading player in the AI consumer app space, aiming to exceed the capabilities of existing products like ChatGPT and Perplexity [63][64]. - Agnes AI's long-term goal is to enhance accessibility to AI tools globally, particularly in developing regions, thereby expanding its user base [57][66].