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腾讯研究院AI速递 20250717
腾讯研究院· 2025-07-16 15:44
生成式AI 一、 Jason Wei火速被挖走,奥特曼哭晕!OpenAI龙脉被挖 1. OpenAI核心科学家Jason Wei和Hyung Won Chung离职加入Meta,Wei是思维链之父, Chung是代码模型负责人; 2. 扎克伯格在AI领域采取激进策略,Meta投入160亿美元挖角顶尖人才,凭借自有资金和决 策自主权领先竞争; 3. Meta转型AI后股价大涨,市值创新高,扎克伯格从被嘲笑的"元宇宙幻想家"变为"战略眼 光长远的科技领袖"。 https://mp.weixin.qq.com/s/3yqimpq9FRaxgtX9n3VGpA 二、 OpenAI、DeepMind、 Anthropic 等联名提出:监督 CoT 1. AI教父与OpenAI、DeepMind、Anthropic等机构联名发表立场文件,呼吁深入研究思维 链(CoT)监控技术; 2. 专家认为CoT监控为AI安全提供独特机会,可通过观察模型的"思考过程"察觉不良意图, 但其可监控性可能随训练方式变化而降低; 3. 文件提出多项CoT监控研究方向和建议,包括评估可监控性、公布评估结果、将可监控性 纳入训练决策,以防止AI行 ...
Can Unisys Monetize Agentic AI Before Competition Catches Up?
ZACKS· 2025-07-09 14:50
Core Insights - Unisys Corporation (UIS) is enhancing its focus on AI solutions to meet the increasing market demand for efficient business operations, particularly in agentic AI capabilities, which provides a competitive advantage over peers [1][3][5] Group 1: Product Development and Strategy - On May 5, 2025, Unisys launched three cloud AI solutions: Cloud AI Foundation, Cloud AI Enablement, and Cloud AI Customer Experience, aimed at improving operational efficiency and integrating AI into core business processes [2][10] - The solutions are built on the Unisys Intelligence Accelerator, a modular framework designed to facilitate the design, training, scaling, and governance of AI systems [2] Group 2: Market Position and Competition - Unisys is actively investing in agentic AI solutions to capture market share and enhance revenue visibility, with logistics optimization offerings that leverage client data [3][10] - The company faces competition from major players like Microsoft, which offers Azure AI Foundry and Palantir Technologies, which launched the Artificial Intelligence Platform (AIP) in 2023 [5][6][7] Group 3: Financial Performance and Growth Estimates - Unisys' earnings estimates for 2025 and 2026 indicate year-over-year growth of 28.9% and 120.7%, respectively, reflecting strong long-term growth potential [8][10] - The stock is currently trading at a low forward price-to-sales (P/S) ratio of 0.15x, suggesting an attractive entry point for investors [12]
Trust Stamp boosts P2P security through new deal with Neural Payments - ICYMI
Proactiveinvestors NA· 2025-07-05 15:02
Core Insights - Trust Stamp has announced a partnership with Neural Payments to combat rising fraud in the peer-to-peer (P2P) payments sector [1][3] - The global P2P payment market is projected to grow from approximately $3.63 trillion in 2023 to about $16.21 trillion by 2034, with a compound annual growth rate of 18.1% from 2025 to 2034 [3] - Approximately 8% of banking customers have reported being victims of P2P scams in the last year, highlighting the urgent need for enhanced security measures [4] Company Overview - Trust Stamp operates a low-code orchestration platform that facilitates robust know-your-customer (KYC) processes for banks [8] - The partnership with Neural Payments aims to provide community banks with the tools necessary to offer secure P2P payment services [7][8] Industry Context - Community banks, which represent about 90% of all banks in the U.S. with nearly 4,500 institutions, are increasingly looking to offer P2P payment services to compete with larger financial institutions and fintech companies [6] - The Independent Community Bankers of America (ICBA) supports community banks through advocacy, education, and innovation, and both Trust Stamp and Neural Payments are graduates of the ICBA ThinkTECH accelerator [6][7] Technology and Security - The KYC process involves customers enrolling using their face and a government-issued photo ID, which is transformed into an irreversibly transformed identity token (IT2) for future comparisons [8] - Customers can approve payments by taking a selfie, which generates a new IT2 that is compared to the original, providing a more secure and user-friendly experience than traditional methods like one-time passcodes [9]
Microsoft Cuts 8K Jobs in 2025's 4th Round of Layoffs
PYMNTS.com· 2025-07-02 18:07
Microsoft is cutting nearly 9,000 jobs, the latest in a string of recent layoffs.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The cuts will impact under 4% of the tech giant’s workforce, a spokesperson for the t ...
VEEV Integrates GenAI in Vault Platform to Drive Workflow Automation
ZACKS· 2025-07-02 15:06
Core Insights - Veeva Systems is launching Veeva AI, a generative AI layer integrated into its Vault platform to enhance automation and efficiency for life sciences companies [1][6] - The integration of AI aims to improve productivity and decision-making in clinical, quality, and regulatory functions, thereby increasing customer reliance on Veeva's software [2][6] - Veeva is experiencing steady financial performance and geographic expansion, particularly in China, positioning itself as a key technology provider as life sciences firms adopt AI [2] Competitive Landscape - IQVIA Holdings is also investing in AI, utilizing its Orchestrated Clinical Trials platform to enhance trial planning and patient recruitment, showcasing a different approach by combining data, analytics, and services [3] - Schrodinger Inc. is leveraging AI in drug discovery, focusing on deep learning and molecular simulation to optimize drug compounds, thus complementing Veeva's offerings in the life sciences ecosystem [4] Financial Performance - Veeva's shares have increased by 34.6% year-to-date, outperforming the industry growth of 22.5% [5][6] - The company has a forward price-to-sales ratio of 14.25, which is above the industry average, indicating a premium valuation [8] - The Zacks Consensus Estimate predicts a 15.8% rise in Veeva's fiscal 2026 earnings compared to the previous year [9]
Trust Stamp Partners with Neural Payments to Bring Innovative ID Security to the $3.2 Trillion P2P Payment Sector
Globenewswire· 2025-06-30 13:30
Core Insights - Trust Stamp has partnered with Neural Payments to enhance security in person-to-person (P2P) payments, addressing the rising concern of fraud in the banking sector [1][3] - The global P2P payment market is projected to grow from USD 3.63 trillion in 2025 to USD 16.21 trillion by 2034, with a compound annual growth rate (CAGR) of 18.10% [2] Company Overview - Trust Stamp is a global provider of AI-powered identity services, focusing on reducing fraud and enhancing data privacy across various sectors, including banking and finance [5][6] - Neural Payments offers real-time P2P payment solutions and advanced fraud prevention, serving nearly 80 financial institutions [3] Partnership Details - The integration of Trust Stamp's low-code Orchestration Platform with Neural Payments aims to streamline identity verification processes, utilizing selfie-based reauthentication for payments [1][3] - The partnership is designed to provide financial institutions with tools to mitigate fraud and improve customer experience, aligning with community bank priorities [4] Industry Context - The rise of popular P2P apps has led to increased fraud attempts, with 8% of banking customers reporting being victims of P2P scams in the past year [1][2] - The collaboration between Trust Stamp and Neural Payments is seen as a proactive approach to address the pressing challenges of fraud in the financial sector [4]
OMNICOM MEDIA GROUP WRAPS CANNES AS THE MOST AWARDED AND INNOVATIVE MEDIA HOLD CO WITH 83 LIONS AND EIGHT GAME-CHANGING PARTNERSHIPS
Prnewswire· 2025-06-24 10:00
Group 1 - Omnicom Media Group (OMG) was recognized as the most honored media holding company at the 2025 Cannes Lions International Festival of Creativity, winning a total of 83 Lions, including 15 golds and 2 Grand Prix awards [1][2] - OMD and PHD, two agencies under OMG, secured the 1 and 3 positions for Media Network of the Year, marking the fourth time since 2021 that an OMG agency has received this honor [2][3] - OMD has been named Media Network of the Year for the third time since 2022, outperforming other agencies in terms of Media Lions won and shortlist placements [3][4] Group 2 - OMG announced eight first-mover partnerships during the Cannes festival, aimed at enhancing brand growth through live content and commerce, including collaborations with Disney, Walmart, Amazon, Meta, X, PayPal, and Google [4][5] - The partnerships focus on programmatic bidding during live sports, influencer connections on Walmart's platforms, leveraging Amazon Marketing Cloud, enhancing influencer discovery with Meta, real-time trending topics with X, and activating live strategies on YouTube [4][5] Group 3 - CEO Florian Adamski emphasized that OMG's success is attributed to a high-performance culture focused on delivering the best consumer response, showcasing creativity and innovation as key drivers of business outcomes [5] - The agency's performance at Cannes and other international award shows reflects its commitment to client responsibilities and creating impactful consumer experiences [5][6]
Adobe Upgrades CXO With New Solution: Can the Technology Deliver?
ZACKS· 2025-06-17 16:51
Core Insights - Adobe is enhancing its enterprise focus through the Digital Experience segment, integrating creativity, data, and AI for personalized engagement, positioning itself for long-term growth as enterprises invest in marketing automation [1][5] Digital Experience Segment - The Digital Experience segment saw a 10% year-over-year revenue increase to $1.46 billion in Q2 2025, surpassing the Zacks Consensus Estimate by 1.56% [5][10] - Subscription revenues within this segment rose 11% to $1.33 billion, driven by the adoption of GenStudio and Firefly Services, outperforming the Zacks Consensus Estimate by 0.74% [5][10] Product Innovations - Adobe's GenStudio and Firefly Services are central to its Customer Experience Orchestration (CXO) strategy, facilitating campaign planning, content creation, and large-scale asset generation [2][3] - Recent upgrades to the CXO platform include automated ad deployment across major platforms and enhancements in content generation capabilities [3][10] - The introduction of LLM Optimizer and Agent Orchestrator aims to improve asset discoverability and automate campaign execution through AI workflows [3] User Engagement - Monthly active users for Acrobat and Express exceeded 700 million, reflecting a 25% year-over-year increase, with a notable 11x growth in the adoption of Express features within Acrobat [4] Competitive Landscape - Adobe faces increasing competition from Salesforce and HubSpot, both enhancing their AI-driven marketing platforms [6][7] - Salesforce's Marketing Cloud and Data Cloud offer real-time personalization and campaign orchestration, making it a strong alternative to Adobe [6] - HubSpot is gaining popularity among small to medium businesses with its all-in-one CRM suite, integrating more AI capabilities [7] Stock Performance and Valuation - Adobe shares have declined 11.9% year-to-date, contrasting with a 1.2% return in the broader Zacks Computer & Technology sector and an 11.1% rise in the Zacks Computer - Software industry [8] - The stock is trading at a forward 12-month Price/Sales ratio of 6.79X, higher than the sector's 6.33X, indicating a premium valuation [11] Earnings Estimates - The Zacks Consensus Estimate for Q3 2025 earnings is $5.08 per share, reflecting a 9.25% year-over-year growth [13] - The fiscal 2025 earnings estimate stands at $20.36 per share, indicating a 10.53% growth over fiscal 2024 [13]
Planisware unveils AI-powered innovations and latest product improvement at annual conference: Exchange25 EMEA
Globenewswire· 2025-06-12 16:00
Planisware unveils AI-powered innovations and latest product improvement at annual conference: Exchange25 EMEA Paris, France, June 11, 2025 – Planisware, a leading B2B provider of SaaS in the rapidly growing Project Economy market, hosted its annual client conference, Exchange25 EMEA, over the last two days in Paris. This Paris edition is a highly anticipated event, held annually for over 20 years. It provides a platform for Planisware to showcase its latest innovations and foster fruitful exchanges among i ...