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SaaS 已死?不,SaaS 会成为 Agent 时代的新基建
Founder Park· 2025-12-17 06:33
Core Viewpoint - Traditional SaaS applications like CRM and ERP systems will not be replaced but will evolve to serve as the infrastructure for AI Agents, which will enhance the importance of data definition and interpretation within enterprises [2][10][15] Group 1: The Role of AI Agents - AI Agents will not eliminate traditional software systems; instead, they will necessitate a clearer separation between how tasks are performed and the sources of facts [2][10] - The effectiveness of AI Agents is contingent upon their ability to access and understand the correct data from various systems, highlighting the need for accurate and structured input data [2][9] - The emergence of AI Agents creates significant entrepreneurial opportunities for companies that can help businesses manage and structure their unstructured data [3][10] Group 2: Data Management Challenges - A significant portion of enterprise knowledge (80%) exists in unstructured data, which is becoming increasingly difficult to manage [2] - The complexity of data definitions within organizations leads to discrepancies in key metrics like Annual Recurring Revenue (ARR), complicating the role of AI Agents in providing accurate information [7][11] - The traditional approach of consolidating data into warehouses has only partially succeeded, as operational teams still rely on individual systems for real-time transactions [8][10] Group 3: Evolution of Systems - CRM and ERP systems will transition from user-centric interfaces to machine-oriented APIs, allowing AI Agents to interact with these systems programmatically [12][15] - The core value of enterprise systems lies in their ability to encapsulate chaotic data, which will remain essential despite changes in interface and interaction methods [13][15] - The demand for a clear, authoritative source of truth will only increase as AI Agents become more prevalent in business processes [14][15] Group 4: Future of Data Infrastructure - The combination of data warehouses, semantic layers, and governance tools will form the foundation for AI Agent workflows, evolving beyond traditional reporting systems [10][12] - The valuation of AI platforms will increasingly depend on their ability to define and manage facts, rather than just their user interfaces [14][15] - Companies that can create exceptional AI Agent experiences based on reliable data sources will have a competitive advantage in the evolving landscape [15]
为什么一些公开数据不能拿来训练?AI 生成内容的版权到底归谁?
Founder Park· 2025-12-17 02:34
Core Insights - Data is a critical risk point for startups, even if it may not serve as a competitive moat [1] - Different types of user data, AI-generated content, and other data categories have varying legal risks and processing requirements [2] - For companies expanding overseas, prioritizing compliance risks is essential due to frequent litigation and infringement disputes [3] Group 1: Workshop Details - The workshop will feature partners Zheng Wei and Sun Qimin from Beijing Xingye Law Firm, focusing on compliance and high-risk issues faced by AIGC startups during international expansion [4] - The event is scheduled for December 18 at 8 PM and will be held online [5] - Participation is limited and requires a screening process for registration [6] Group 2: Data Usage and Compliance - During model training, it is crucial to determine which types of data, such as synthetic data, copyrighted content, and user behavior data, can be utilized [8] - Different data types, including code, images, and audio/video, present unique infringement risks that need to be addressed [8] - Questions regarding ownership of AI-generated content, as well as the delineation of data usage rights and intellectual property for ToB and ToC applications, are critical [10] - Companies must also consider how to manage cross-border data transfer, local storage, and data isolation when expanding internationally [10]
朱啸虎投资,Refly.AI黄巍:n8n、扣子太难用,Vibe Workflow才是更大众的解决方案
Sou Hu Cai Jing· 2025-12-15 11:30
种子轮拿到数百万美元融资、估值近千万,朱啸虎的金沙江创投、高瓴创投和 Classin 共同投资。 Refly.AI 给自己的定位是更适合大众的 Vibe Workflow 产品。 为什么要做 Vibe Workflow?原因很简单,现在的 Workflow 产品 n8n、扣子都太难用,以及团队对于 Workflow 价值的认可。 他们的目标,是让不会技术的人也能轻松把自己的流程经验复制并分享给其他人,实现价值。 不仅仅是用 AI 来降低搭建 Workflow 的难度,Refly.AI 还把 n8n 中的节点升级成为单独的 agent,每个 agent 配上 2-3 个工具。在保留 agent 动态性的同 时,获得传统 Workflow 的可控性与稳定性。 看起来有些激进,但 Refly.AI 确信这样的方式才是有效利用模型能力的最好方式。 为什么如此笃定?既然做 Workflow,怎么控制成本,怎么保证完成度?Refly.AI 取代 n8n 的底气又来自哪里? 在 Refly.AI 的新版本发布之际,我们和创始人& CEO 黄巍聊了聊,想搞清楚,AI-native 的 Workflow 应该长什么样。 以下内 ...
合规!才是做 AI 应用出海最大的难题
Founder Park· 2025-12-14 05:24
Core Insights - Data is a critical risk point for startups, even if it may not serve as a competitive moat [1] - Different types of user data, AI-generated content, and various media have distinct legal risks and processing requirements [2] - For companies expanding overseas, prioritizing compliance risks is essential due to frequent litigation and infringement disputes [3] Group 1: Workshop Details - The workshop features partners Zheng Wei and Sun Qimin from Beijing Xingye Law Firm, focusing on compliance and high-risk issues faced by AIGC startups during international expansion [4] - The event is scheduled for December 18 at 8 PM and will be held online [5] - Participation is limited and requires a screening process for registration [6] Group 2: Key Discussion Topics - During the model training phase, it is crucial to determine which types of data, such as synthetic data, copyrighted content, and user behavior data, can be utilized [8] - There are specific considerations regarding infringement risks associated with different data types, including code, images, and audio/video [8] - Clarification is needed on the ownership of AI-generated content and the delineation of data usage rights and intellectual property for ToB and ToC applications [10] - Companies must address cross-border data transmission, local storage, and data isolation when expanding their products internationally [10]
数据来源、版权归属,AIGC 公司怎么解决出海合规难题?
Founder Park· 2025-12-11 12:56
Core Viewpoint - Data is not necessarily a moat for products, but it is a risk point that startups must take seriously [1] Group 1: Legal Risks and Compliance - Different types of user data, AI-generated content, and various media have distinct legal risks and processing requirements [2] - For companies expanding overseas, it is crucial to prioritize compliance risks, especially given the frequency of lawsuits and infringement disputes [3] - The workshop features partners from Beijing Xingye Law Firm discussing how AIGC startups can navigate compliance and high-risk issues during international expansion [4] Group 2: Data Usage and Rights - During the model training phase, it is essential to determine which types of data, such as synthetic data, copyrighted content, and user behavior data, can be used [8] - There are specific considerations regarding infringement risks for different types of data, including code, images, and audio/video [8] - Questions arise about the ownership of AI-generated content and how to define data usage rights and intellectual property for ToB and ToC applications [10] Group 3: Cross-Border Data Management - Companies must understand how to manage cross-border data transmission, local storage, and data isolation when expanding their products internationally [10]
朱啸虎投资,Refly.AI黄巍:n8n、扣子太难用,Vibe Workflow才是更大众的解决方案
Founder Park· 2025-12-10 08:07
种子轮拿到数百万美元融资、估值近千万,朱啸虎的金沙江创投、高瓴创投和 Classin 共同投资。 Refly.AI 给自己的定位是更适合大众的 Vibe Workflow 产品。 为什么要做 Vibe Workflow ?原因很简单,现在的 Workflow 产品 n8n、扣子都太难用,以及团队对于 Workflow 价值的认可。 他们的目标,是让不会技术的人也能轻松把自己的流程经验复制并分享给其他人,实现价值。 不仅仅是用 AI 来降低搭建 Workflow 的难度,Refly.AI 还把 n8n 中的节点升级成为单独的 agent,每个 agent 配上 2-3 个工具。在保留 agent 动态性的同 时,获得传统 Workflow 的可控性与稳定性。 看起来有些激进,但 Refly.AI 确信这样的方式才是有效利用模型能力的最好方式。 为什么如此笃定?既然做 Workflow,怎么控制成本,怎么保证完成度?Refly.AI 取代 n8n 的底气又来自哪里? 在 Refly.AI 的新版本发布之际,我们和创始人& CEO 黄巍聊了聊,想搞清楚,AI-native 的 Workflow 应该长什么样。 以下 ...
朱啸虎投了一家Vibe Workflow公司
暗涌Waves· 2025-12-10 01:05
「 要做"小白也能用的Coze" 」 文 | 徐牧心 当Andrej Karpathy年初在社交平台上抛出"Vibe Coding"这个词的时候,或许没有想到它会这么快成为一级 市场的新宠。柯林斯英语词典更将其选为2025年的年度词汇。 "Vibe Coding",本质上在描述一种人机协作权力的让渡:人类只负责提供"Vibe"——即意图、直觉和方 向,而将繁琐的代码实现过程完全交给 AI 。 但在Workflow领域,这种流畅的协作体验长期缺位。目前市面上的主流工具(如 n8n、Dify 等),依然充 斥着复杂的节点配置、参数调试和 API 对接,这将很多普通用户挡在了门外。 Refly.ai捕捉到了这个机会,将其定义为 "Vibe Workflow" 。与 Vibe Coding 的理念一脉相承,Refly.ai致 力于实现"一句话生成 Workflow"——用户只需通过自然语言描述需求,AI 即可自动完成复杂节点的编排 与配置。这意味着,不懂代码的普通知识工作者也能进入自动化领域,通过简单的指令,解决日常工作 中的重复性劳动。 近日, Refly.ai宣布完成数百万美金 的种子轮融资, 估值近千万 。本轮 ...