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Z Waves|00后钢琴系女生要用Agent重做CRM,见到的第一家风投就决定投资
Sou Hu Cai Jing· 2025-07-13 02:28
在大模型狂飙的时代,AI 创业被裹挟进一种"技术正统性"的焦虑:要不要训练模型?有没有算力资源?底层自研是不是护城河?但 Yiran,一位本科学钢 琴、靠一段自动发邮件脚本开启创业旅程的 00 后女性创业者,选择了另一种路径——她不训练模型,不押技术论文,而是把 AI 做成一个真正能"成事"的 销售助理。 她创办的 Streaml,是一个 AI 驱动的自动成交工具,从"找人—聊人—成交"实现全链路自动化。在她看来,今天的 AI 创业者面临的核心挑战不是技术, 而是找到一个能让 AI 真正发挥作用的"痛场景",把 AI 嵌进工作流,解决那些重复、低价值但高频刚需的问题。她常说:"用户不在乎你是不是用的自研 模型,他们只在乎这个产品能不能帮我'搞定'。" 这场对话里,我们聊了很多现实问题:创业之初如何踩过"只卖数据没人买单"的坑?早期客户为什么在 demo 环节直接劝退?面对"套壳 AI"的质疑,如何 正面回应?一个五人小团队如何把强化学习、知识图谱和调度系统串起来跑?我们也谈了她对 AI Agent 赛道的趋势判断:不是 Agent 做得不够强,而是 大家找不到该 Agent 去解决哪个"具体问题"。 当其他创 ...
LAZYDAYS ANNOUNCES CLOSING OF 1-FOR-30 REVERSE STOCK SPLIT
Prnewswire· 2025-07-11 21:00
TAMPA, Fla., July 11, 2025 /PRNewswire/ -- Lazydays Holdings, Inc. ("Lazydays" or the "Company") (NasdaqCM: GORV) today announced that the Company filed a Certificate of Amendment to the Company's Restated Certificate of Incorporation with the Secretary of State of the State of Delaware to effect a reverse stock split (the "Reverse Stock Split") of the Company's issued and outstanding common stock, par value $0.0001 per share (the "Common Stock") by a ratio of 1-for-30. The Reverse Stock Split took effect a ...
高盛:全球互联网 -2025 年全球电子商务手册-在更成熟环境中寻找机遇
Goldman Sachs· 2025-07-11 01:13
Investment Rating - The report maintains a positive outlook on the eCommerce industry, highlighting several "Buy" rated stocks as secular winners, including Amazon.com (AMZN), JD.com (JD), Coupang (CPNG), Sea Ltd. (SE), MercadoLibre (MELI), Zalando (ZAL), and Eternal (ETEA) [7]. Core Insights - Global eCommerce sales are projected to grow at a +6% CAGR from 2025 to 2030, reaching approximately $6.4 trillion by 2030, driven by modest increases in online penetration rates and significant growth in regions with lower current penetration [5][16]. - The report identifies the Food and Beverage category as a key driver of eCommerce growth, with expectations of a +10% CAGR in this segment from 2025 to 2030 [33]. - The eCommerce market is expected to continue consolidating, with the largest platforms gaining market share, particularly in the global ex-China market where the top five platforms accounted for 50% of total online sales in 2024 [38]. Summary by Sections Global eCommerce Opportunity - The report estimates global eCommerce sales at $4.3 trillion in 2024, growing to $4.7 trillion in 2025, with a long-term growth forecast of +6% CAGR through 2030 [16]. - Global eCommerce penetration is expected to rise from 23% in 2025 to 26% by 2030, indicating a gradual shift towards online shopping [16]. Economic Outlook - The report anticipates a slowdown in global real GDP growth in 2025, particularly in the US and Asia, which may impact eCommerce sales [10]. - Tariffs and the evolving global trade environment are highlighted as significant risk factors for the industry [10]. Valuation Insights - Current global eCommerce valuation multiples are below long-term averages, reflecting a slower growth profile, although growth-adjusted multiples remain at historical norms [10]. - The report includes a refreshed DCF-based intrinsic value framework for GMV-based platforms [10]. Regional Insights - The report emphasizes that regions with lower online penetration, such as India, Latin America, and ASEAN, present the highest growth potential for eCommerce [10][16]. - In the US, eCommerce sales are projected to grow to nearly $1.7 trillion by 2030, with an average annual increase in online penetration of 70 basis points [50]. Market Dynamics - The report notes that the largest eCommerce platforms are capturing a majority of incremental sales, driven by competitive advantages such as low prices and fast delivery [100]. - Essential product categories are outperforming discretionary categories, with platforms focused on staples seeing stronger growth [100].
LAZYDAYS ANNOUNCES 1-FOR-30 REVERSE STOCK SPLIT
Prnewswire· 2025-07-10 12:30
TAMPA, Fla., July 10, 2025 /PRNewswire/ -- Lazydays Holdings, Inc. ("Lazydays" or the "Company") (NasdaqCM: GORV) today announced that the Company's Board of Directors has approved the implementation of a reverse stock split (the "Reverse Stock Split") of the Company's issued and outstanding common stock, par value $0.0001 per share (the "Common Stock") by a ratio of 1-for-30. The Company will effect the Reverse Stock Split at a 1-for-30 ratio effective at 5:00 p.m. Eastern time on July 11, 2025. The Compan ...
Omnicom Schedules Second Quarter 2025 Earnings Release and Conference Call
Prnewswire· 2025-07-09 20:30
NEW YORK, July 9, 2025 /PRNewswire/ -- Omnicom (NYSE: OMC) will publish its second quarter 2025 results on Tuesday, July 15, 2025 after the New York Stock Exchange close of trading. The company will also host a conference call to review such financial results on Tuesday, July 15, 2025, starting at 4:30 p.m. Eastern Time. A live webcast of the call will be available at Omnicom's investor relations website, investor.omnicomgroup.com, along with the related earnings press release and slide presentation. A webc ...
Carvana (CVNA) is a Top-Ranked Momentum Stock: Should You Buy?
ZACKS· 2025-07-09 14:50
Company Overview - Carvana Co. is a leading e-commerce platform for buying and selling used cars, headquartered in Phoenix, AZ [11] - The company has experienced significant growth, with revenues increasing approximately 16-fold from 2017 to 2024 [11] Investment Ratings - Carvana is currently rated 2 (Buy) on the Zacks Rank, indicating a positive outlook [12] - The company has a VGM Score of B, suggesting a favorable combination of value, growth, and momentum characteristics [12] Momentum and Earnings Estimates - Carvana has a Momentum Style Score of B, with shares rising 2.2% over the past four weeks [12] - In the last 60 days, four analysts have revised their earnings estimates higher for fiscal 2025, with the Zacks Consensus Estimate increasing by $0.51 to $4.99 per share [12] - The company boasts an average earnings surprise of +137.6%, indicating strong performance relative to expectations [12] Conclusion - With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, Carvana is positioned as a strong candidate for investors [13]
Banzai Appoints Dean Ditto as Chief Financial Officer
Globenewswire· 2025-07-09 12:31
Veteran Financial and Technology LeaderSEATTLE, July 09, 2025 (GLOBE NEWSWIRE) -- Banzai International, Inc. (NASDAQ: BNZI) (“Banzai” or the “Company”), a leading marketing technology company that provides essential marketing and sales solutions, today announced the appointment of Dean Ditto, CPA, as Chief Financial Officer of the Company, effective July 14, 2025. Mr. Ditto replaces Interim Chief Financial Officer, Alvin Yip, who will continue with the Company in the role of Chief Accounting Officer. Dean D ...
Piletitasku has partnered with If Insurance
Globenewswire· 2025-07-09 06:00
Group 1 - Piletitasku, operated by AS Delfi Meedia, has partnered with If Insurance to offer ticket insurance at the point of purchase, allowing for full refunds in case of sudden illness or accidents [1][2] - The insurance can be added seamlessly during the ticket purchasing process, enhancing customer convenience and providing peace of mind [2] - Interest in ticket insurance is increasing in Estonia, with around 90% of insurance payouts related to health issues [3] Group 2 - AS Ekspress Grupp is the leading media group in the Baltic region, involved in web media content production, publishing newspapers, magazines, and books, and operating an electronic ticket sales platform [5] - Delfi Meedia AS is recognized as Estonia's fastest and most innovative media company, owning the largest news portal Delfi and several popular publications [4]
X @Forbes
Forbes· 2025-07-09 05:10
Amazon Prime Day Expected To Drive $23.8 Billion In U.S. Online Sales https://t.co/RKLo9tggT3 https://t.co/RKLo9tggT3 ...
Jim Cramer explains why he likes Carvana 'for the long-haul'
CNBC· 2025-07-08 22:32
Group 1 - Carvana is favored for long-term investment, with potential for a pullback to buy more shares at a discount [1][3] - The stock has shown strong performance recently, approaching its 2021 peak, and reached a new 52-week high before closing down slightly [1][2] - The company's recent earnings report exceeded Wall Street expectations, and management has set new long-term financial targets [2] Group 2 - Carvana's sales methodology is convenient, allowing customers to buy, sell, finance, and trade cars online, which positions the company to capture more market share in a fragmented auto sales space [2] - The stock is seen favorably by investors anticipating interest rate cuts, which would make financing easier [2] - Carvana's business model is considered best-in-class, with management on track for strong growth and rising profitability [3]