整理｜冬梅 在社交应用赛道竞争白热化的当下，一款主打 "维护亲密关系" 的工具类产品正悄然崛起。近日，由知名创业孵化器 Y Combinator（简称 YC）支持的社 交应用 Candle 披露，其上线仅六个月用户规模已突破 30 万，月营收超 15 万美元，年化营收预计达 100 万美元。鲜为人知的是，这款产品的诞生，源 于创始团队在 "转型困境" 中的意外灵感。 这款社交应用什么来头？ Candle 的两位创始人亚历克斯・鲁伯（Alex Ruber）与帕尔特・乔普拉（Parth Chopra）均出身科技大厂 —— Ruber 曾是苹果工程师，Chopra 则有 Asana 与推特的技术履历。两人此前合作开发的对话式 AI 购物工具 Encore，不仅帮他们敲开了 YC 2024 年秋季孵化项目的大门，还成功筹集到 200 万美元种子资金。 然而，Ruber 表示，尽管 Encore 的技术层面可行，其 "单位经济效益" 却不尽如人意。"二手购物领域本身就是个竞争激烈的难啃市场，" 鲁伯在接受 TechCrunch 采访时说道，"要想在这个领域立足，要么成为谷歌购物（Google Shopping）那样的平 ...

因为新岗位根本不在公司的招聘表里。 更残酷的现实是，现在的企业已经开始在"多招一个工程师"还是"多买一块GPU"之间做真实的选择——前者月薪3万还需要管理成本，后者一次性投入20 万就能24小时无休干活。 国家统计局发布数据：8月,全国城镇不包含在校生的16-24岁劳动力失业率为18.9%, 创有数据以来新高 。 又有人把锅甩给AI——"都是ChatGPT抢了饭碗"。作为人工智能行业从业者，我今天要戳破这个谎言： AI 不是失业的凶手，而是给旧制度送葬的信使 真正让你焦虑的，是那个诞生于工业革命的"公司制牢笼"，已经锁不住今天的生产力了。 先看组扎心的数据：美国的研究机构预测，到2030年AI将替代9200万岗位，但同时会创造1.7亿新岗位。这意味着岗位总量是净增的，但为什么你还找 不到工作？ 但 AI 只是加速了这场死亡，并非根本原因。公司工作制早已百病缠身，其内在的荒谬性，才是真正的病灶。 。 传统公司就像一辆老爷车，AI这个V12发动机塞进去，不是跑得更快，而是会把变速箱炸飞。 而我们这一代人，或许将是历史上第一代，完整经历"公司工作制"从神坛跌落，直至消亡的见证者。 公司制的棺材 早就钉上三枚钉子 我 ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The US equities strongly rebounded in the second quarter following a turbulent first quarter. The fund’s Institutional Class shares returned 19.52% in the quarter, compared to a 23.18% return for the MSCI World Information Technology Index-Net. In addition, you can check the fund’s top 5 holdings for it ...

Core Insights - Andrew Ng emphasizes the transformative impact of AI-assisted programming on product development speed and efficiency, advocating for a culture of rapid prototyping and iterative testing [2][10][18] Group 1: AI-Assisted Programming - AI-assisted programming accelerates independent prototype development by tenfold, significantly reducing costs and enabling a viable strategy of rapid trial and error [2][10] - The evolution of programming tools has led to a depreciation in the value of traditional coding, necessitating a shift for developers towards roles as system designers and AI orchestrators [3][16] Group 2: Product Management Bottleneck - As engineering speeds increase, product decision-making and user feedback have become the new bottlenecks, requiring a shift in how data is utilized in decision-making processes [4][18] - Ng suggests that data should refine intuition rather than dictate decisions, advocating for a more nuanced approach to user feedback [19][20] Group 3: Skills and Education - Ng strongly opposes the notion that programming is unnecessary in the AI era, arguing that understanding programming is crucial for enhancing efficiency across various roles [5][21] - There is a significant shortage of AI engineers, with university curricula lagging in teaching essential skills such as AI-assisted programming and large language model utilization [6][25] Group 4: Future of Software Development - The rapid evolution of AI tools necessitates continuous learning and adaptation among developers to maintain competitive advantages [15][16] - Ng highlights the importance of foundational computer science knowledge, even as programming tools evolve, to ensure a deeper understanding of system design and architecture [43][44]

RT Air Katakana (@airkatakana)now that we have ai, we can probably talk about bringing back child labornothing immoral about having a 10 year old prompt claude or midjourney and at this point they can probably make useful stuff ...

Investment Rating - The report maintains an "Outperform" rating for the AI industry [1] Core Insights - AI Agents represent a significant evolution in AI technology, moving beyond simple command execution to autonomous decision-making and task execution, achieving performance levels equivalent to 90% of skilled adults [3][10] - The AI infrastructure is undergoing a transformation, with major cloud providers like Microsoft, Google, and Amazon enhancing their AI/Agent platforms to capture new market opportunities [3][51] - The global AI IT spending is projected to grow at a CAGR of 22.3% from 2023 to 2028, with Generative AI (GenAI) expected to account for 73.5% of this growth [3] Summary by Sections 01 Agent Definition, Technology, and Development - AI Agents are defined as intelligent entities with autonomy, planning, and execution capabilities, surpassing traditional automation [10] - Key features include autonomous decision-making, dynamic learning, and cross-system collaboration [10] 02 Agent Development Platform Layout - Major players in the AI Agent development space include Microsoft, Google, Amazon, Alibaba, and Tencent, each with distinct strategies and market focuses [3][51] 03 Model Layer and Tokens Usage Analysis - The report highlights the rapid increase in token usage, with Google's Gemini model projected to reach 980 trillion tokens by July 2025, a 100-fold increase from the previous year [3] - Domestic models like Byte's Doubao are also seeing significant growth, with daily token usage expected to reach 16.4 trillion by May 2025, a 137-fold increase [3] 04 C-end and B-end Agent Progress - C-end applications are heavily reliant on model capabilities, with significant growth in image and programming-related products [3] - B-end applications, such as Microsoft's Copilot, have over 100 million monthly active users, but face challenges related to data security and cost [3] Agent Market Size and Development Expectations - The AI Agent market is expected to reach $103.6 billion by 2032, growing at a CAGR of 44.9% [3] - The report anticipates that by 2035, AI Agents will become mainstream as cognitive companions for humans [3]

AI是潘多拉之盒？还是普罗米修斯的火种？ 在刚刚落幕不久的威尼斯电影节上，导演吉尔莫·德尔·托罗带来了他的最新作品《弗兰肯斯坦》。记者们都很关⼼⼀个"赛博朋克"的问题：这部关于⼈造 ⽣命失控的电影，是否在隐喻AI？ 记者们之所以有此一问，是因为吉尔莫·德尔·托罗此前曾公开表态：他在制作《弗兰肯斯坦》时拒绝使用过多数字特效和绿幕。 我想要真实的场景。我不想要数字的。我不想要人工智能的。我不想要模拟的。我想要传统的工艺。我想要人来绘画、搭建、锤造、抹灰。 即使"陀螺"是奥斯卡最佳导演，也并非所有电影人都同意他的观点。就在今年的威尼斯电影节上，力挺AI介入电影创作的观点也大有市场。 威尼斯电影节甚至下设了一个Reply AI电影节，AI电影与"陀螺"的手工电影共聚一堂，共同接受观众的品评。 △ 今年的Reply AI电影节获奖者合影 在AI横扫全球各行各业的大背景下，电影行业内部却正分裂成"支持AI"和"反对AI"的两大阵营。说这种分裂即将酝酿出一场"内战"也不过分。 分裂的一个重要原因显然是利益相关。在这波AI浪潮中，有些电影人正在或即将获益，他们自然支持AI；有些电影人担心被AI抢了饭碗，或更严重一 点，AI会 ...

Core Insights - The article highlights a growing trend where top companies are engaged in a high-salary recruitment battle, countering the narrative that AI will lead to widespread job losses [1][2] - It emphasizes that the future of work will involve collaboration between humans and AI, rather than competition [2][3] Group 1: Job Market Dynamics - There is a significant demand for skilled professionals in AI-related fields, with companies like OpenAI, Google DeepMind, and Anthropic actively hiring thousands of developers and experts [2] - While some companies may plan layoffs, they are simultaneously creating millions of new jobs that are AI-empowered rather than replaced by AI [3] Group 2: Job Security and Growth Areas - Jobs that rely heavily on interpersonal skills, such as lawyers, doctors, and HR professionals, are expected to be more resilient against AI disruption [4][5] - Creative professions are thriving, as AI enhances rather than diminishes creative output [7][9] - New hybrid roles that bridge AI systems and real-world applications are emerging, with salaries reaching six figures [10] - Blue-collar technical jobs are experiencing a revival due to their involvement in unpredictable physical environments, which AI struggles to navigate [11] Group 3: Salary Insights - High-paying roles include Creative Directors ($140,000–$220,000), AI Ethics Officers ($150,000–$220,000), and Electricians (median salary $78,000, with a 6% growth) [13][14][15] - The demand for renewable energy technicians is particularly strong, with a salary of $85,000 and a growth rate of 52% [15] Group 4: Skills for the Future - The most resilient skills against AI disruption include empathy, presence, creativity, and leadership [16][20] - Employees who integrate AI tools into their work can see productivity increases of 30-50% [17] - Identifying roles in high-growth areas where AI amplifies human capabilities is crucial for job stability and salary growth [18] Conclusion - The article concludes that the ability to think, feel, lead, and connect remains a unique human advantage in the age of AI, urging professionals to embrace AI as a tool rather than a threat [19]

Core Viewpoint - The article discusses the innovative use of AI tools to transform children's drawings into animated videos, highlighting the ease of use and creative potential of these technologies [2][4][18]. Group 1: AI Tools for Animation - The AI tool "即梦" allows users to upload childhood drawings and generate animations with cinematic effects, capturing the whimsical nature of children's imagination [2][4][7]. - "Veo3" from Google offers a comprehensive solution for generating synchronized audio and video content, enhancing the overall production quality [10][13][17]. - "可灵" also provides similar capabilities, allowing for the automatic generation of audio effects that sync with the animated visuals, streamlining the video creation process [16][17]. Group 2: User Experience and Functionality - Users can input specific prompts to create immersive scenes, such as a child walking with a lotus leaf while a snail follows, showcasing the tool's ability to accurately animate character movements [14]. - The tools allow for the addition of AI-generated music and sound effects, enhancing the storytelling aspect of the animations [8][15]. - The article emphasizes the simplicity of the process, where users can easily upload images and receive animated outputs without extensive technical knowledge [21][24]. Group 3: Additional Features and Recommendations - The article mentions "Animated Drawings" by Meta, which also converts drawings into animations, providing another option for users interested in this technology [18]. - For optimal results, the article provides guidelines on how to prepare images for animation, ensuring clarity and proper character separation [22][24]. - The tools are designed to be user-friendly, encouraging parents and children to engage creatively with their drawings [31].

Core Viewpoint - The article discusses the rising popularity of short dramas, particularly those produced using AI technology, highlighting their rapid production and high viewer engagement compared to traditional dramas [4][7][16]. Group 1: Popularity of Short Dramas - The viewership for short dramas has significantly increased, with some achieving over 50 million views, while traditional dramas struggle to reach 40 million [6][7]. - A specific short drama titled "Nine-Tailed Fox Male Demon Falls in Love with Me" has garnered over 180 million views despite only having 28 episodes [9][11]. Group 2: Advantages of AI in Short Drama Production - AI technology allows for the rapid creation of short dramas, with a single episode taking only about 2 hours to produce, compared to traditional dramas that often take months [15]. - The use of AI reduces costs associated with actors, sets, and production logistics, making it a more efficient option for content creation [15][16]. Group 3: Characteristics of AI-Produced Short Dramas - These short dramas typically have a fast-paced format, with episodes lasting around one minute, catering to modern viewers' fragmented attention spans [22][23]. - The quick pacing and engaging content resonate well with audiences, leading to a phenomenon where viewers find themselves unable to stop watching, even if the content is perceived as low quality [23][24]. Group 4: Technical Aspects of AI Short Drama Production - The production process involves several steps, including script generation using large language models, character and scene creation through text-to-image tools, and video generation from images [27][30][46]. - AI tools for voice dubbing and video editing are also utilized to enhance the final product, making the entire process accessible and cost-effective for creators [49][51].