克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 亚马逊一声咳嗽，半个互联网都地震了。 由于亚马逊 AWS服务器宕机 ，大量互联网服务被迫中断，ChatGPT也被殃及。 故障发生在美国东部us-east-1区域，是AWS全球服务最核心的一块。 根据故障追踪平台Downdetector的数据，当天 累计收到超过650万份用户故障报告 。 | | | AWS这波事故，也让Reddit在内的社交平台服务崩溃，人们差点连吐槽都没法吐。 而且连AWS自己的客户支持提单系统都挂了，想报个错同样找不到门路。 不过好在马斯克的X没用AWS，也就没受影响，才给了网友们机会讨论AWS的这波故障。 有网友用表情包调侃，马斯克才是这波事件的最大赢家。 但玩笑归玩笑，被这件事波及的人，可能一点也笑不出来…… 亚马逊服务故障波及各行各业 亚马逊的这次宕机波及面究竟有多广？先来看开发者群体的情况。 除了Docker，另一个重要开发工具 npm 也出现了同样的问题，还有备受青睐的AI编程工具 Cursor、Vercel 一样未能幸免。 除了开发者，其他打工人也受到影响——视频会议软件 Zoom 、OpenAI同款办公平台 Slack ...

Core Points - Hydro's third quarter results for 2025 will be released on October 24, 2025, at 07:00 CEST [1] - A webinar hosted by President and CEO Eivind Kallevik and CFO Trond Olaf Christophersen will take place at 08:30 CEST on the same day [1] - The quarterly report and presentation will be available on hydro.com simultaneously with the results release [1] Webinar Details - The webinar will allow participants to ask questions and will be conducted in English [2] - No prior registration is required to join the webinar, and it can be accessed via a link or dial-in options [2] - Local dial-in numbers are provided for Norway, the UK, and the US, along with a Meeting ID for access [2] Investor Contact - Investor inquiries can be directed to Martine Rambøl Hagen via phone or email [3]

Hydro's third quarter results 2025 will be released at 07:00 CEST (01:00 EDT, 06:00 BST, 05:00 UTC/GMT) on October 24, 2025. The quarterly report and presentation will be available on hydro.com at the same time as the release. President and CEO Eivind Kallevik and Executive Vice President and CFO Trond Olaf Christophersen, will host a webinar in English at 08:30 CEST the same day. There will be a Q&A session directly after the presentation. There will be no physical presentation or press conference. To jo ...

从通用发明出现到后续增长加速之间的迟滞因何出现？为什么此前的技术革命都没有如19世纪的英国工 人内德•卢德和1930年的凯恩斯担心的那样带来大规模失业？人工智能革命的前景如何；是创造就业还 是摧毁就业？ 在《创造性破坏的力量》一书中，2025年诺贝尔经济学奖得主菲利普·阿吉翁等人探讨了这些谜题。 《创造性破坏的力量》，菲利普·阿吉翁、赛利娜·安托南、西蒙·比内尔 著，余江、赵建航 译，中信出 版集团2021年出版 1.浪潮的扩散为何存在迟滞？ 为理解这一迟滞现象，我们需要更深入地了解技术革命的某些特征。技术革命源于能产生某种"通用技 术"的根本性创新，这种技术将改变整个经济的面貌。 通用技术有三个基本特征： 第一，它们会催生大量的次级创新浪潮，分别对应上述通用技术在经济生活中特定部门的应用； 第二，这些技术会逐渐得到改进，使用户成本随时间下降； 第三，这些技术将无处不在，扩散到经济生活中的所有部门。 下面我们来分析以上几个特征如何帮助解释通用技术背后的创新发生时间与经济增长显著加速时间之间 的延迟现象。 （1）次级创新的重要性 通用技术并非"即插即用"属性，将它应用于经济中的不同部门必须依靠次级工艺创新。每个 ...

Let me tell you about a show we're launching here at Verge. Do you ever watch or listen to those like rewatch podcasts where a bunch of people go through episode by episode and talk about all their favorite stories and all the stuff that they remember. We're going to do that but with tech.None of that existed back then. That paired down funkiness of it still works. We're talking about products from the Zoom to Guitar Hero.Wow. It's very 2005. And software from Lime Wire to BBM.This was the selling point. Go ...

Core Insights - The session titled "What Comes After Breakout Success?" will focus on strategies for companies to avoid becoming one-hit wonders, discussing market expansion and new product launches [1][2] - Insights will include the balance between focus and diversification, maintaining innovation at scale, and what investors seek in a company's second act [2][7] Company Profiles - Eric Yuan, CEO of Zoom, has led the company from its founding in 2011 to its IPO in 2019, and is currently driving an AI-first strategy to transform communication and collaboration [3] - Santi Subotovsky, a general partner at Emergence Capital, has been instrumental in successful investments, including Zoom, which now has a market cap of $24 billion [5] Event Details - The discussion will take place at TechCrunch Disrupt 2025, scheduled for October 27–29 in San Francisco, where over 10,000 startup and VC leaders will convene [2][8] - The panel aims to provide insights for companies looking to scale beyond their initial success, equipping them with strategies for long-term growth [7]

Core Insights - The video collaboration and hybrid work market is rapidly evolving, with Zoom Communications and Microsoft emerging as key players [1][3] - The global video conferencing market is projected to grow from approximately $8.88 billion in 2024 to around $28.26 billion by 2034, reflecting a CAGR of about 12% [2] Zoom Communications - Zoom's video-first design offers superior quality and reliability, with Q2 fiscal 2026 revenue rising 4.7% year over year to $1.22 billion [4][10] - AI initiatives, such as AI Companion, are enhancing user experience and driving enterprise adoption, with monthly active users increasing over 4X year over year [5] - Zoom's integrated ecosystem, including Zoom Workplace and Contact Center, is contributing to competitive positioning, with significant growth in large deals and $100,000-plus ARR customers [6][10] - The Zacks Consensus Estimate for Zoom's fiscal 2026 earnings has been revised upward by 3.2% to $5.77 per share, indicating market optimism [7] Microsoft - Microsoft's Teams benefits from integration within Microsoft 365, with Commercial Cloud revenues rising 18% year over year to $33.1 billion in Q4 fiscal 2025 [8] - AI features in Microsoft 365, such as Copilot, enhance functionality but lack video-specific differentiation, which may limit Teams' competitive edge in video collaboration [9][11] - The Zacks Consensus Estimate for Microsoft's fiscal 2026 earnings is pegged at $15.35 per share, with a 1.9% upward revision, but market sentiment appears less optimistic compared to Zoom [12] Price Performance and Valuation - Year-to-date, Microsoft shares have gained 20.1%, while Zoom shares have decreased by 0.4%, positioning Zoom for potential upside [13] - Microsoft trades at a forward price-to-sales ratio of 11.92X, while Zoom trades at 5.02X, indicating a relative discount for Zoom and greater room for re-rating [16] - Both companies are considered overvalued, but Zoom's relative discount makes it a more attractive investment opportunity [19]

Core Points - Hydro's second quarter results for 2025 will be released on July 22, 2025, at 07:00 CEST [1] - A webinar hosted by President and CEO Eivind Kallevik and CFO Trond Olaf Christophersen will take place at 08:30 CEST on the same day [1] - The quarterly report and presentation will be available on hydro.com simultaneously with the release [1] Webinar Details - The webinar will allow participants to ask questions and will be conducted in English [2] - No prior login or registration is required to join the webinar, which is powered by Zoom [2] - Dial-in options are available for participants in Norway, the UK, and the US, with specific phone numbers provided [2]

Core Points - Norsk Hydro will release its second quarter results for 2025 on July 22, 2025, at 07:00 CEST [1] - The quarterly report and presentation will be available on hydro.com simultaneously with the release [1] Webinar Details - President and CEO Eivind Kallevik and CFO Trond Olaf Christophersen will host a webinar in English at 08:30 CEST on the same day [2] - A Q&A session will follow the presentation, and there will be no physical presentation or press conference [2] - Participants can join the webinar via a link to the webcast page, with no prior login or registration required [2] - Dial-in options are available for participants in Norway, the UK, and the US [2] Investor Contact - Investor contact is Martine Rambøl Hagen, reachable at +47 91708918 or via email at martine.rambol.hagen@hydro.com [3]

Core Viewpoint - Russian President Putin expressed a strong stance against the operations of Microsoft and Zoom in Russia, suggesting that they should be eliminated [1] Company and Industry Summary - The comments from President Putin indicate a potential shift in the regulatory environment for foreign tech companies operating in Russia, which could lead to increased scrutiny and restrictions [1] - The statement reflects ongoing tensions between Russia and Western technology firms, highlighting the geopolitical implications for companies like Microsoft and Zoom [1]