Group 1 - The core idea of the article revolves around the concept of "AI resistance," suggesting that certain professions are more likely to survive the AI revolution due to their inherent human qualities and social significance rather than efficiency [2][5][7] - The three professions identified as having "AI resistance" are priests, politicians, and sex workers, which are characterized by their reliance on deep social recognition and interpersonal relationships rather than technical skills [5][29][33] - The article emphasizes that the fear of AI is not merely about job loss but rather about the existential threat it poses to human identity and social connections [14][17][68] Group 2 - The article discusses how AI's inability to engage in social and ethical accountability limits its acceptance in roles traditionally held by humans, such as those of politicians and priests [18][38][49] - It highlights the importance of emotional connection and human experience in professions, suggesting that AI lacks the capacity to provide genuine emotional engagement, which is crucial for trust and social bonds [58][60][68] - The discussion extends to the evolving nature of belief systems and social roles in the context of AI, indicating that while traditional religions may decline, new forms of belief and community will emerge, emphasizing the need for human connection [30][32][68]

以下文章来源于上海书评 ，作者上海书评 上海书评 . Shanghai Review of Books，始于2008——澎湃新闻出品 胡泳 北京大学新闻与传播学院教授 从超级智能到未来之地 上一次读尼克·博斯特罗姆 （Nick Bos trom） 的书，还是他2014年的大作《超级智能：路线图、危险性与 应对策略》 （Superintelligence: Paths, Dangers, Strategies） ，帮助世界意识到人工智能的第一次大爆炸——深 度学习的到来。彼时，人工智能的第二次大爆炸尚未发生 （它为我们带来GPT-4这样的大语言模型） ，但博斯 特罗姆提出的很多话题充满洞见，至今波荡不已。该书聚焦于人工智能发展出现问题可能带来的后果， 特别在提高人们对人工智能带来的存在性风险的关注上，具有极其重要的影响。 在《超级智能》一书中，博斯特罗姆认为："如果有一天我们发明了超越人类大脑的智能机器大脑，那 么这种超级智能将会非常强大。并且，正如现在大猩猩的命运更多地取决于人类而不是它们自身一样， 人类的命运将取决于超级智能机器。……一旦不友好的超级智能出现，它就会阻止我们将其替换或者更 改其偏好设置，而我 ...

以下文章来源于潮生TIDE ，作者J、Haru 潮生TIDE . 36氪旗下生活方式内容品牌。潮来潮去，生活不息。 生活潮汐，每月浮沉。信息涌浪，日日不息。 潮生TIDE为你捕捉10件最值得关注的事， 它们包含城市生活、消费趋势与潮流热点。 我们关注事件，更关注事件之间的关联与延伸。 潮汐Mail第10期，让我们看看5月那些值得回看的新闻。 01 用蜜雪冰城做菜， 年轻人又进化了 在外卖大战中被资本"搞大了肚子"的网友们，顺手 把"雪王"送上了调料界的大擂台。 香柠百香果在酸汤牛肉的红汤里打个滚，秒变提味担当；五分糖的棒打鲜橙摇身一变，成了糖醋排骨的浇汁，香得隔壁小孩都馋哭了；圣代 更是跨界王者，它可以是韩式火鸡面里的奶油，也可以是蘑菇意面里的浓香灵魂（不知道意大利人看了是否会沉默）…… 只要是吃的，雪王都能来掺一脚， 甜品赛道更不在话下：用小料做出的冰淇淋蛋糕、以圣代为原料的葡氏蛋挞都让人大开眼界。 ● 图源：小红书截图 锅铲一挥，奶茶非茶，菜却更香。这一届年轻人，你给他一杯蜜雪冰城，他能还给你一桌子菜。 在料理界，永远不缺留子灵机一动的神话。 ● 英区单价40元的果汁被代购炒到了138元，图源@淘宝截图 ...

Core Insights - Royal Caribbean Cruises Ltd. (RCL) shares have increased by 17.8% in the past month, outperforming the Zacks Leisure and Recreation Services industry's 10.1% rise and the S&P 500's growth of 6.3% [1][2] Group 1: Growth Drivers - Strong demand for cruise vacations is evident, with record-breaking bookings during the 2025 WAVE season, indicating consumer willingness to spend on leisure travel [7] - Fleet expansion is a significant catalyst, with new ships like Icon of the Seas and Utopia enhancing guest satisfaction and premium pricing [9] - Operational efficiency has improved margins, with a reported 35% EBITDA margin in Q1 2025, reflecting a 360-basis-point improvement year over year [10] Group 2: Financial Performance - Earnings per share (EPS) estimates for 2025 have been revised upward from $14.95 to $15.36 over the past 60 days, indicating strengthened analyst confidence [12] - RCL's forward 12-month price-to-earnings (P/E) multiple is 16.33X, below the industry average of 18.16X, suggesting an attractive investment opportunity [20] Group 3: Strategic Initiatives - Investments in digital innovation and exclusive private destinations are enhancing competitive advantages, with initiatives like the Royal Beach Club aimed at offering differentiated experiences [11] - Enhanced loyalty programs and app-based engagement are increasing guest retention and pre-cruise spending [11] Group 4: Challenges - Despite strong demand, RCL faces macroeconomic uncertainties and rising costs, which could impact consumer spending behavior [17] - Transitional pressures from fleet expansion and new ship rollouts may temporarily affect yield performance [19]

Liquidia Corp (LQDA) Update / Briefing May 27, 2025 08:30 AM ET Speaker0 Good morning and welcome everyone to the Liquidia Corporation's Conference Call. My name is Michelle and I will be the conference operator today. Currently all participants are in a listen only mode. Following the presentation, we will conduct a question and answer session. Instructions will be provided at that time for you to queue up for questions. I'd like to remind everyone that this conference call is being recorded. I'll now hand ...

Core Insights - The Utopia Festi game music carnival (UF) aims to become the world's largest game music festival brand, showcasing a diverse lineup of 21 popular game IPs, including globally recognized titles like "League of Legends" and "Final Fantasy" [5][11][28] - The event is organized by EUPHORIC PRODUCTION, founded by Ayu, who has extensive experience in event planning and resource integration from his previous role at Bilibili [5][10][20] - The festival's ambitious scale and high production quality are driven by Ayu's commitment to delivering an exceptional user experience, even at the risk of incurring significant losses [12][26][27] Group 1: Event Planning and Execution - The process of securing IP rights for UF was challenging, particularly with overseas companies, but Ayu's persistence and strategic networking eventually led to successful partnerships with major game developers [7][9][10] - The production cost for UF exceeded 30 million RMB, reflecting the high standards set for the event [10][11] - Initial ticket sales faced difficulties, prompting the team to enhance marketing efforts and collaborate with influencers to boost visibility and sales [12][16][18] Group 2: Market Position and Challenges - UF's ticket sales initially fell short of expectations, highlighting the challenges of marketing a new format that lacks the built-in audience of traditional music festivals [13][14][28] - The event's capacity was later reduced by more than half due to venue restrictions, leading to projected losses of around 10 million RMB, which would impact the company's financial stability [17][18][28] - Despite these challenges, the festival is seen as filling a significant gap in the market for game-related events, with potential for future growth and brand recognition [28][29] Group 3: Vision and Future Plans - Ayu's vision for UF includes not only creating a successful event but also providing a platform for composers and performers to gain recognition and income [20][27] - The long-term strategy involves expanding UF's reach internationally, with plans to bring the festival to Japan, thereby enhancing its global brand presence [26][28] - The commitment to quality and user experience is prioritized over immediate financial returns, reflecting a belief in the potential for future profitability as the market for game music festivals develops [25][27][29]

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $2.71 for the first quarter, which was $0.23 higher than guidance, driven by better revenue and favorable timing of expenses [10][21] - Yields grew by 5.6% in constant currency compared to the first quarter of 2024, exceeding initial guidance by 60 basis points [21] - Adjusted EBITDA margin was 35%, which is 360 basis points better than the previous year [22] Business Line Data and Key Metrics Changes - Bookings in the first quarter outpaced last year across all products, resulting in the best wave season in the company's history [10][11] - Onboard spending and pre-cruise purchases exceeded prior years, driven by increased participation in onboard activities and experiences at higher prices [11][12] - The Caribbean accounted for 57% of deployment this year and 49% of capacity in the second quarter [22] Market Data and Key Metrics Changes - The company expects capacity to grow by 5.5% in 2025, supported by the introduction of new ships [15] - Europe is projected to account for 15% of capacity for the year, while Alaska is expected to account for 6% [24] - The company reported that 7 out of 10 consumers intend to spend the same or more on leisure travel over the next twelve months [12] Company Strategy and Development Direction - The company is focused on delivering exceptional vacation experiences, optimizing revenue, managing costs, and executing long-term strategies [7][8] - The introduction of seven new ships over the next three years is expected to enhance customer experiences and drive growth [18] - The company aims for a 20% compound annual growth rate in adjusted earnings per share through 2027 [16] Management's Comments on Operating Environment and Future Outlook - Management acknowledged heightened uncertainty in the macro landscape but emphasized strong consumer demand for cruising experiences [6][7] - The company remains confident in its growth strategy and the opportunity to capture a larger share of the $2 trillion vacation market [7][15] - Recent booking trends and disciplined cost management position the company well for strong earnings growth despite macroeconomic uncertainties [15][28] Other Important Information - The company ended the quarter with $4.5 billion in liquidity and received an investment-grade credit rating upgrade from S&P Global Ratings [30][31] - The company repurchased 1 million shares under its $1 billion share repurchase program [31] Q&A Session Summary Question: Drivers of better than planned performance in Q1 - Management noted strong close-in demand and the ability to raise pricing during this period, alongside high-quality customers spending well on the ship [38][39] Question: Areas of guidance expansion due to macro backdrop - Management expanded guidance ranges to account for broader external factors while maintaining confidence in long-term growth strategies [46][48] Question: Pricing strategy for new ships and potential headwinds - New ships entering service later in the year may create a headwind due to lower average passenger cruise days initially [54][56] Question: Onboard spending and consumer behavior - Management indicated that consumer spending remains strong, with no significant trade-down behavior observed among loyalty program members [78][79] Question: Capital allocation and share repurchase strategy - The company is focused on maintaining a strong balance sheet while also returning capital to shareholders through dividends and share repurchases [92][94]

Financial Data and Key Metrics Changes - The company reported adjusted earnings per share of $2.71 for the first quarter, which was $0.23 higher than guidance, driven by better revenue and favorable timing of expenses [10][21] - Yields grew by 5.6% in constant currency compared to the first quarter of 2024, exceeding initial guidance by 60 basis points [21] - Adjusted EBITDA margin was 35%, which is 360 basis points better than the previous year [22] Business Line Data and Key Metrics Changes - Bookings for 2025 are outpacing last year, with the best wave season in the company's history [10][11] - Onboard spending and pre-cruise purchases have exceeded prior years, driven by increased participation in onboard activities [11][12] - The Caribbean represents 57% of the company's deployment for the year, with 49% of capacity in the second quarter [22][23] Market Data and Key Metrics Changes - The company is seeing strong demand across all commercial channels, particularly in direct-to-consumer channels [11] - Europe is expected to account for 15% of capacity for the year, while Alaska will account for 6% [23] - Consumer sentiment around leisure vacations remains positive, with 70% of surveyed consumers intending to spend the same or more on leisure travel over the next twelve months [12][13] Company Strategy and Development Direction - The company aims for a 20% compound annual growth rate in adjusted earnings per share through 2027, focusing on moderate capacity and yield growth along with strong cost control [16][24] - Investments are being made in new ships and exclusive destinations to enhance guest experiences and drive loyalty [18][19] - The company is focused on maintaining price integrity while optimizing revenue through a global yield management platform [64] Management's Comments on Operating Environment and Future Outlook - Management acknowledges heightened macroeconomic uncertainty but remains confident in the company's ability to deliver strong financial performance [6][7] - The company is well-positioned to capitalize on the growing $2 trillion vacation market, with a strong balance sheet and cash flow generation [7][15] - Recent booking trends and disciplined cost management are expected to support another year of strong earnings growth [15][28] Other Important Information - The company ended the quarter with $4.5 billion in liquidity and received an investment-grade credit rating upgrade from S&P Global Ratings [30][31] - Share repurchase programs are ongoing, with $1 billion authorized for repurchases, and the company has repurchased 1 million shares [31][32] Q&A Session Summary Question: Drivers of better than planned performance in Q1 - Management noted strong close-in demand and the ability to raise pricing during this period, alongside high-quality customer spending [38][39] Question: Areas of guidance expansion due to macro backdrop - Management expanded guidance ranges to account for broader external factors while maintaining confidence in long-term growth strategies [46][48] Question: Pricing strategy for new ships and potential headwinds - New ships entering service later in the year may create a temporary headwind due to lower average passenger cruise days [54][56] Question: Onboard spending and close-in pricing outlook - Management remains optimistic about consumer spending and has not seen significant changes in cancellation rates or customer behavior [60][62] Question: Capital allocation and share repurchase strategy - The company is focused on maintaining a strong balance sheet while also returning capital to shareholders through dividends and share repurchases [92][94]

知识在智能浪潮中重构 创作于数字时代下拓新 算法与神经元共舞 我们正站在未来世界的临界点 在AI时代的浪潮中 我们该如何成为领航者？ 在这个弥漫着书香的特别日子 红杉汇为你精心挑选了十本书籍 涵盖了AI的技术原理、社会影响、未来趋势等诸多方面 让我们在阅读中思考，在思考中破浪前行 一起来探索AI与人类的无限可能吧 在书中，霍夫曼以汽车、GPS等技术演进为镜，映射出AI如何重构个体与社会的能力边界——它让我们突破 生理与认知的局限，将决策、创造与协作的效率推向新高度。书中回溯了技术突破早期遭遇的质疑与风险 《AI赋能》 作者：【美】里德·霍夫曼 / 格雷格·贝亚托 译者：陆坚 出版社：浙江教育出版社 出品方: 湛庐文化 出版时间：2025年4月 在技术革命浪潮中，人类总是对技术抱有复杂的情感，当生成式AI突破性地实现代码自主生成、艺术创作 迭代与情感交互模拟时，有人担忧"算法将操控人类决策"，有人预言"超级智能将引发文明级危机"……但风 险投资家、领英联合创始人里德·霍夫曼 （Reid Hoffman） 有他独到的见解。 2024年10月，在旧金山的TED AI会议上，霍夫曼首次提出了"超级代理" （Super ...

知识在智能浪潮中重构 创作于数字时代下拓新 算法与神经元共舞 我们正站在未来世界的临界点 在AI时代的浪潮中 我们该如何成为领航者？ 在这个弥漫着书香的特别日子 红杉汇为你精心挑选了十本书籍 涵盖了AI的技术原理、社会影响、未来趋势等诸多方面 让我们在阅读中思考，在思考中破浪前行 一起来探索AI与人类的无限可能吧 *以下书籍按出版日期排序 01 《AI赋能》 作者：【美】里德·霍夫曼 / 格雷格·贝亚托 译者：陆坚 出版社：浙江教育出版社 2024年10月，在旧金山的TED AI会议上，霍夫曼首次提出了"超级代理" （Super Agency） 的概念，他认为 AI的本质并非取代人类，而是赋予我们前所未有的"超级自主性" 。为进一步探讨这一理念，他撰写了 《Superagency》一书——本书中文版《AI赋能》即将在5月面世。 在书中，霍夫曼以汽车、GPS等技术演进为镜，映射出AI如何重构个体与社会的能力边界——它让我们突破 生理与认知的局限，将决策、创造与协作的效率推向新高度。书中回溯了技术突破早期遭遇的质疑与风险 （如自动驾驶的安全争议） ，并旗帜鲜明地指出： 真正的挑战不在于恐惧未知，而在于如何在宽松的 ...