2025 年 12 月 13 日，a16z最新一期播客《AI Eats the World》上线。 科技趋势分析师 Benedict Evans（前a16z合伙人）与 a16z 合伙人 Erik Torenberg，开场就问：AI 到底是 又一轮平台迁移，还是像电力和互联网那样，成为重写世界的底层通用技术？ 听起来很宏大。但真正的矛盾在另一边：巨头们抢算力、调团队、建超级工厂，普通人却连每天拿 AI 做点什么都想不清楚。 这不是懒或不懂技术。 Evans 认为：不是 AI 不够强，而是它还没变成日常工具。就像电梯，你得主动走进去，按个键，它才 带你上楼。 这场对话要回答三个递进的问题： 为什么 9 亿人注册，却想不出要做什么？ 为什么能力很强，却没有变成日常工具？ 谁会赢得下一个入口？ 最后，Erik 问出那句很多人都在回避的问题：要发生什么，AI 才能被真正认为比互联网更具变革性？ 第一节｜9亿用户，95%的人想不出要做什么 打开 ChatGPT，不等于用上 AI。 一个被忽视的事实：AI 工具使用率远落后于注册量。 ChatGPT 已经拥有 8–9 亿周活用户，是全球访问量最高的 AI 工具。但真实数据更 ...

Core Insights - The article highlights the importance of intelligent and seamless customer interaction capabilities as key competitive advantages for Chinese shared mobility brands expanding globally [1][3]. Group 1: HelloRide and EngageLab Collaboration - HelloRide, a global bike-sharing platform by 哈啰出行, aims to provide convenient and eco-friendly travel options [3]. - Since the partnership with EngageLab began at the end of 2022, HelloRide has improved global user experience and brand influence through effective AppPush and Email strategies [1][3]. Group 2: AppPush Capabilities - EngageLab's AppPush ensures timely notifications for users in Southeast Asia and Australia, regardless of their device, covering critical information such as ride reminders and order changes [4]. - The platform can handle over 12 billion messages daily and supports high concurrency, allowing millions of users to receive promotional messages simultaneously [4]. Group 3: Email Services for International Growth - HelloRide utilizes email services for various scenarios, achieving a global delivery rate of over 90% and a 99% inbox reach rate [5]. - The email strategy includes multi-language support and compatibility with major international email providers, facilitating market expansion [5]. Group 4: EngageLab's Comprehensive Solutions - EngageLab offers an AI-driven, multi-channel customer interaction solution, covering AppPush, WebPush, Email, OTP, SMS, and WhatsApp, enabling higher conversion rates and user retention [5]. - The platform supports diverse push strategies, including scheduled, segmented, and personalized notifications, backed by real-time data monitoring for continuous optimization [5].

Core Viewpoint - The article discusses the pervasive culture of working during holidays in China, highlighting the impact of technology, particularly WeChat, on work-life balance and the differences in communication styles between Chinese and Western workplaces [5][8][22]. Group 1: Work Culture and Technology - Many industries, including self-media, public relations, and finance, experience a lack of complete holidays due to ongoing work demands [4][24]. - The use of WeChat as an all-in-one tool integrates work and life, leading to a blurred line between personal time and work obligations [9][10]. - The legal ruling that handling work via WeChat during holidays constitutes overtime has sparked debate about the nature of work and compensation [5][7]. Group 2: Communication Styles - Chinese companies often require synchronous communication, expecting immediate responses, which contributes to the disruption of personal time [14][16]. - In contrast, Western companies favor asynchronous communication, allowing employees to respond at their convenience, which promotes a clearer separation between work and personal life [15][22]. - The fragmented communication style in China leads to a fragmented holiday experience, where employees feel compelled to remain connected to work [21][18]. Group 3: Management Practices - To improve work-life balance, companies should consider adopting tools designed for separation, such as email, and reduce reliance on WeChat [25]. - Establishing asynchronous communication processes can minimize unnecessary real-time interruptions [26]. - Management should shift from equating work hours with efficiency to a results-oriented approach, allowing employees to have uninterrupted time off [27][24].

Core Insights - Totaligent, Inc. has announced a significant upgrade to its client onboarding experience, enhancing its position in marketing technology [1] - The company has successfully completed quality assurance testing for its core campaign products, which are now fully operational [1] Group 1: Automated Onboarding - Totaligent has introduced a nearly fully automated onboarding experience that reduces onboarding time by over 50%, allowing clients to activate faster [2] - Key features include automated domain detection, DNS and email record configuration, and guided manual instructions for seamless onboarding [9] Group 2: Product Development and Capabilities - The Email, SMS, and Push Notification modules have completed QA testing and are now operational, enabling advanced multi-channel campaigns [3] - The engineering team has implemented a disciplined bi-weekly sprint development process, facilitating rapid feature development while maintaining performance standards [4] Group 3: Leadership Insights - The President of Totaligent, Nicolas Caridi, highlighted the progress made in modernizing the platform, resolving critical delivery issues, and enhancing user experience [5] - The structured sprint cycle has improved the speed and clarity of product updates, reflecting a commitment to reliability and innovation [5] Group 4: Company Overview - Totaligent, Inc. is an AI-powered digital marketing platform that focuses on audience targeting, engagement, and conversion through advanced technologies [7] - The platform integrates various marketing channels, including Email, SMS, Social Media, and Programmatic Advertising, into a single automated ecosystem [7]

Financial Performance - Check Point's Q2 2025 revenues reached $665 million, exceeding the midpoint of projections by $3 million[8, 10] - Non-GAAP EPS for Q2 2025 met projections at $2.37[8] - Total revenues increased by 6% year-over-year, from $627 million in Q2 2024 to $665 million in Q2 2025[10, 15] - Quarterly operating cash flow was strong at $262 million, a 31% increase year-over-year[18, 19] - The company's cash, marketable securities, and short-term deposits totaled $2.9 billion[19] Revenue Distribution and Growth - All geographic regions experienced revenue growth[12] - Americas revenues increased by 15%[13] - EMEA revenues increased by 5%[13] - APAC revenues increased by 5%[13] Future Outlook - The company projects Q3 2025 revenues between $657 million and $687 million, representing year-over-year growth of 3% to 8%[24] - The company projects FY2025 revenues between $2,660 million and $2,760 million, representing year-over-year growth of 4% to 8%[24]

Core Insights - EngageLab participated in The MarTech Summit Hong Kong, a significant event for marketing technology professionals, focusing on trends and innovations in the MarTech industry [1][2] Company Overview - EngageLab is a global leader in customer engagement and marketing technology, providing AI-powered omnichannel solutions that facilitate seamless customer interactions across various channels [8] - The company supports businesses in over 220 countries and regions, delivering more than 1 million messages every second [8] Event Highlights - The summit featured senior marketing executives from renowned brands such as JPMorgan, Yahoo, Nike, and DBS, as well as local enterprises like Cathay Pacific and Hong Kong Disneyland, allowing EngageLab to engage with industry leaders [2] - EngageLab showcased its advanced solutions, including marketing automation and omnichannel communication tools (AppPush, WebPush, Email, SMS, WhatsApp, and OTP), aimed at enhancing customer engagement and driving digital transformation [5][8] Discussions and Opportunities - A senior executive from a leading international airline discussed the challenges and opportunities of implementing an omnichannel engagement strategy with EngageLab, focusing on integrating various communication channels for personalized customer interactions [4] - The airline expressed interest in EngageLab's capabilities in high-concurrency messaging and compliance with data privacy standards for global operations [4] Company Mission - EngageLab aims to empower businesses with scalable and intelligent engagement tools to unlock new opportunities in the digital era, emphasizing innovation and customer-centric growth [6]

Voice Assistant Opportunity - The industry sees potential in voice-based email management, especially during commute times like a 20-minute drive, aiming for inbox zero upon arrival at work [1] - The industry recognizes the broader use cases of voice agents beyond driving, highlighting their current capabilities demonstrated by existing technologies [1] - The industry acknowledges the limitations of keyboard reliance, particularly for individuals with physical impairments, suggesting email as a prime area for voice assistant development [2] Email as a Central Hub - Email inboxes contain a wealth of personal information, including contacts, plans, and writing styles, making them ideal for building comprehensive personal assistants [2] Call to Action - The company is seeking teams to develop voice-based email processing solutions [1][2]