神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技 术、新观点、新风向。 编者按：未来的赢家将是那些对用户情绪敏锐，懂得文化嵌入和行为塑造的公司。本文来自编译，希望 对您有所启发。 消费者不在乎你的模型大小，他们关心的是AI是否能帮助自己更好地度过每一天。 想想Gmail、iCalendar、WhatsApp这些日常工具，它们最初为网页设计的，后来针对移动端进行了优 化。曾经觉得很现代的东西现在也有些落伍了，这些基础应用已经僵化，而人工智能正在揭示它们有多 么脆弱。 消费级人工智能其实指的并不是聊天机器人，至少不是我们所熟知的那种，而是关乎摆脱我们多年来一 直点击的那些陈旧的按钮和下拉菜单。真正的机遇在于界面：那些不仅能响应指令，还能预判语境的工 具。这不仅仅是为了更好的用户体验，还是一种全新的交互方式。 这可能意味着一个购房管家，它不仅展示房源，还能理解你的日常通勤、遛狗习惯以及你早上喜欢的灯 光类型。这可能意味着一个私人财务系统，它能够与你伴侣的日程和现金流同步，让你们无需每天讨论 金钱也能共同规划。这可能意味着一个钢琴教练，它能在你演奏时倾听并实时调整练习计划，这样你就 终 ...

以下文章来源于RimeData 来觅数据 ，作者来觅研究院 RimeData 来觅数据 . 全面的一级市场数据平台 ⌜ 投融概况 ⌟ 1.具身智能 ： 07月08日消息， 它石智航 近日完成1.22亿美元天使+轮融资。本轮融资由美团领投，临港科创投、国汽投资、赛富投资基金、碧鸿投 资、襄禾资本、线性资本、建发新兴投资、重庆钧山投资管理咨询有限公司共同参与。融资将用于打造具身数字引擎Human-Centric等全栈技术体 系，拓展生态与场景资源，并已启动全球顶尖人才招募计划。据了解，它 石智航是一家由AI驱动的具身智能技术公司，具备具身智能大模型能力、 本体研发能力和软硬一体产品量产能力。 2. 旅行社 ： 07月07日消息， 共比邻 宣布完成超1亿美元A轮融资 。本轮融资由概念资本领投。共比邻是一个专为退休人士提供聚会、旅游、演出服务的 平台。提供打通线上和线下的O2O服务，希望同时解决线下旅行社服务能力不足、线上OTA平台预订复杂且信息难以分辨等问题。致力于打造物理世界中 的通用智能体，实现机器人赋能千行百业的愿景。此次融资将进一步提升其服务能力，推动中老年社交与生活服务的创新发展。 3. 人形机器人 ： ...

MiNK Therapeutics, Inc. INKT stock is trading higher on Friday, with a session volume of 20.2 million compared to the average volume of 7.5 million as per data from Benzinga Pro.The clinical-stage biopharmaceutical company developing allogeneic, off-the-shelf invariant natural killer T (iNKT) cell therapies announced the publication of yet another landmark case in Nature’s Oncogene describing a complete and durable remission in a patient with metastatic, treatment-refractory testicular cancer, following tre ...

Core Insights - Merus N.V. (MRUS) shares have increased by 29.9% over the past three months, driven by positive interim results from a phase II study of its bispecific antibody, petosemtamab (MCLA-158), in combination with Merck's Keytruda for treating PD-L1-positive recurrent or metastatic head and neck squamous cell carcinoma (HNSCC) [1][4] Study Results - As of February 27, 2025, 45 patients were treated, with 43 deemed efficacy-evaluable, resulting in a confirmed overall response rate (ORR) of 63%, which included six complete responses and 21 partial responses [2] - The ORR varied with PD-L1 expression levels, showing a 73% ORR in patients with a combined positive score (CPS) greater than 20 and 47% in those with CPS 1–19 [2] - Median progression-free survival was reported at nine months, with an overall survival rate of 79% at 12 months [3] Safety Profile - The safety profile of the combination therapy was manageable, with no significant overlapping toxicities reported with Keytruda; treatment-related adverse events occurred in all patients, with infusion-related reactions observed in 38% [5][6] Future Prospects - The promising data suggests that the petosemtamab combination therapy could become a new standard of care for HNSCC, a cancer type with poor prognosis [6] - Merus is also conducting a registrational phase III study (LiGeR-HN1) for the combination therapy and another study (LiGeR-HN2) for petosemtamab monotherapy [7][8] Market Context - Merck's Keytruda, a leading anti-PD-1 therapy, generated $7.21 billion in sales in Q1 2025, reflecting a 6% year-over-year increase, and continues to expand into new indications and markets [8][10]

Core Insights - Teva Pharmaceutical Industries Limited's shares have increased by 21.6% over the past three months due to successful launches of biosimilars and high-value generics, strong sales growth of newer branded drugs, and cost-cutting measures [1] Branded Drug Growth - Teva is experiencing market share growth for its newest branded drugs, Austedo and Ajovy, with expectations for continued sales growth from patient expansion and international launches [3] - The company anticipates annual revenues exceeding $2.5 billion from Austedo by 2027, bolstered by the launch of Austedo XR [4] - Uzedy, launched in May 2023, is projected to generate approximately $160 million in sales by 2025 [5] - Teva's branded pipeline includes olanzapine and duvakitug, with plans for phase III trials and new drug applications in the coming years [6][7] Generics and Biosimilars Pipeline - Teva has launched several biosimilars and complex generics, including products from major pharmaceutical companies [8] - The company has a strong pipeline of biosimilars, with plans to launch seven in the U.S. and four in Europe between 2025 and 2027 [10] - Teva's U.S. generics and biosimilars business grew by 15% in 2024, driven by new product launches [11] Financial Performance and Valuation - Teva's stock has underperformed the industry, losing 25% year-to-date compared to a 9.5% decline in the industry [13][14] - The stock is trading at a price/earnings ratio of 6.30, lower than the industry average of 10.17, but above its 5-year mean of 4.11 [15] - The Zacks Consensus Estimate for earnings has seen a slight decline for 2025 but an increase for 2026 [19] Long-term Growth Prospects - Teva's newer drugs and stable generics business are contributing to a revival in top-line growth [21] - The company is optimizing operations for efficiency, aiming for an adjusted operating margin of 30% by 2027 [22] - Recent credit outlook upgrades from Fitch, Moody's, and S&P reflect improved growth prospects for Teva [23]

Core Viewpoint - TriNet, a leading provider of HR solutions for small and medium-sized businesses, is set to release its financial results for Q2 2025 on July 25, 2025, before U.S. market hours [1]. Group 1: Financial Results Announcement - TriNet will announce its financial results for the second quarter ended June 30, 2025, before U.S. market hours on July 25, 2025 [1]. - A conference call to discuss the financial results will be held at 5:30 a.m. PT (8:30 a.m. ET) on the same day [2]. Group 2: Conference Call Details - Participants can pre-register for the conference call to receive a unique PIN for instant access [3]. - Those who do not pre-register can still join the call by dialing +1 (412) 317-5426 [3]. - A replay of the webcast will be available on TriNet's website for approximately one year [3]. Group 3: Company Overview - TriNet provides comprehensive HR solutions, technology, expertise, and access to world-class benefits, enabling SMBs to attract and develop top-tier talent [4]. - The company has over 30 years of experience supporting entrepreneurs and adapting to the modern workplace [4].

Core Insights - BriaCell Therapeutics Corp. announced updated Phase 2 survival data for its lead immunotherapy candidate, Bria-IMT, in combination with an immune checkpoint inhibitor, showing a significant survival advantage in heavily pretreated metastatic breast cancer patients [1][2]. Survival Data Analysis - The Phase 2 study demonstrated that the median overall survival (OS) for triple-negative breast cancer (TNBC) patients treated with Bria-IMT plus CPI was 13.9 months, surpassing Trodelvy's 11.8 months and single-agent chemotherapy's 6.9 months [3][4][5]. - For hormone receptor-positive (HR+) metastatic breast cancer patients, the median OS with Bria-IMT plus CPI was 17.3 months, exceeding Trodelvy's 14.4 months and single-agent chemotherapy's 11.2 months [4][5]. - The study included 54 heavily pretreated metastatic breast cancer patients, with a median of six prior therapies, and no treatment-related discontinuations were reported [7]. Comparison with Established Treatments - Bria-IMT's performance in TNBC and HR+ patient subtypes outperformed established benchmarks, indicating a potential clinical impact of the novel immunotherapy [2][4]. - The survival rates at 6 months for TNBC patients were 78% for Bria-IMT plus CPI compared to 80% for Trodelvy and 56% for single-agent chemotherapy [3]. - For HR+ patients, the survival rates at 6 months were 90% for Bria-IMT plus CPI, compared to 83% for Trodelvy and 76% for single-agent chemotherapy [3]. Future Outlook - The company is looking forward to validating these findings in its ongoing pivotal Phase 3 study, which has overall survival as its primary endpoint [2][6].

Core Insights - BriaCell Therapeutics Corp. announced updated Phase 2 survival data for its lead immunotherapy candidate, Bria-IMT, in combination with an immune checkpoint inhibitor, showing a significant survival advantage in heavily pretreated metastatic breast cancer patients [1][2]. Survival Data Analysis - The Bria-IMT regimen demonstrated a median overall survival (OS) of 13.9 months in triple-negative breast cancer (TNBC) patients, surpassing Trodelvy's 11.8 months and single-agent chemotherapy's 6.9 months [3][4]. - In hormone receptor-positive (HR+) metastatic breast cancer, the median OS for Bria-IMT was 17.3 months, exceeding Trodelvy's 14.4 months and single-agent chemotherapy's 11.2 months [3][4]. - The study included 54 heavily pretreated metastatic breast cancer patients, with a median of six prior therapies, and no treatment-related discontinuations were reported [6]. Comparison with Established Treatments - Bria-IMT's performance outperformed established benchmarks like Trodelvy in both TNBC and HR+ patient subtypes, indicating its potential clinical impact [2][5]. - The median OS for Bria-IMT in TNBC patients is higher than that reported in the treatment arm of the ASCENT study for TNBC patients, and it is twice that reported in the physician's choice arm [5]. Future Outlook - The company is looking forward to validating these findings in its ongoing pivotal Phase 3 study, which has overall survival as its primary endpoint [2].

主持人：我想从一个简单的问题开始：你们是怎么进入软件和科技行业的？ Loic Houssier： 我这边其实进入编程领域已经是很久以前的事情了，我现在头发已经有点花白，能 说明问题了（笑）。我第一次接触代码，是在中学的时候。我那时候拿到了一台 Amstrad CPC 6128 （对于老一辈来说，可能会有一些回忆）。那时你会在报纸上订阅内容，末尾会附一些教程，你可以 照着教程，在机器上做一些很酷的东西。那是我第一次接触编程。 但到了大学，我爱上了数学。我并不是计算机科学出身，我一路念的是数学，一直到硕士阶段。在硕 士期间，我开始尝试把数学应用到安全领域，做了很多密码学方面的东西——你既要理解算法和理 论，也要能在真实世界中验证它是否可行。那是我第一次深入理解诸如 C 语言、指针、算法优化、 内存管理等等。 编译 | Tina 在 AI 工具席卷开发圈之后，一批技术老兵的工作方式悄然发生变化。Superhuman （原生 AI 邮件 应用）工程负责人 Loic Houssier 正是这场转型的亲历者之一。 这位出身数学背景、拥有密码学工程经验的 VP，曾带领团队经历了从大型 B2C 到核心底层架构的 复杂挑战。而 ...

Company Performance - Workday (WDAY) closed at $229.30, reflecting a -4.53% change from the previous day, underperforming the S&P 500 which gained 0.28% [1] - Prior to the latest trading session, Workday shares had decreased by 4.45%, lagging behind the Computer and Technology sector's gain of 6.2% and the S&P 500's gain of 4.37% [1] Upcoming Financial Results - Workday's upcoming EPS is projected at $2.09, indicating a 19.43% increase compared to the same quarter last year [2] - Revenue is expected to reach $2.34 billion, representing a 12.22% increase from the year-ago quarter [2] Annual Estimates - For the annual period, earnings are anticipated at $8.71 per share and revenue at $9.5 billion, reflecting increases of +19.32% and +12.46% respectively from the previous year [3] - Recent adjustments to analyst estimates for Workday may indicate positive near-term business trends, with positive revisions suggesting analyst optimism [3] Valuation Metrics - Workday currently has a Forward P/E ratio of 27.59, which is a discount compared to the industry average Forward P/E of 29.03 [5] - The PEG ratio for Workday is 1.46, compared to the average PEG ratio of 2.24 for the Internet - Software industry [6] Industry Context - The Internet - Software industry, part of the Computer and Technology sector, holds a Zacks Industry Rank of 62, placing it in the top 26% of over 250 industries [6] - The Zacks Rank system, which includes estimate changes, has historically outperformed, with 1 stocks returning an average annual gain of +25% since 1988 [5]