炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：机器之心Pro） 机器之心编译 这几年，随着以大语言模型（LLM）主导的生成式 AI 火爆，简直可以说是「隔几天出一个新公司」。 然而，随着市场格局趋于稳定，大家开始冷静下来发现，曾经被捧上天的两种商业模式，现在似乎不奏 效了： 一种是「LLM 套壳」（LLM wrappers），另一种是「AI 聚合器」。 在最近一期 TechCrunch 的《Equity》播客节目中，负责谷歌云全球初创业务的副总裁 Darren Mowry 指 出，以这些为卖点的初创公司，已经亮起了「引擎故障灯」。 现在的挑战是构建可持续的产品价值。 更看好「氛围编程」、开发者平台 Mowry 还谈到了另一类公司形态「AI 聚合器」。 简单来讲，AI 聚合器是「套壳」产品的一个子集，它们是将多个大语言模型整合到同一个界面或 API 层的初创公司，旨在跨模型路由查询并让用户能够访问多个模型。这些公司通常提供包含监控、治理或 评估工具的编排层，例如 AI 搜索初创公司 Perplexity或者通过单一 API 提供多种 AI 模型访问权限的开 发者平台 Open ...

Hexaware Technologies has announced a strategic partnership to integrate Replit, an AI-powered software creation platform, with its agentic AI platform RapidX. According to Hexaware, this integration is designed to help enterprise teams move more quickly and efficiently from initial prototyping stages to full-scale deployment of production-grade applications. By combining Hexaware’s AI-guided software engineering tools with Replit’s natural-language-based development capabilities in a single interface, ...

Core Insights - Razorpay has partnered with Replit to support payments and monetisation for AI-first builders in India, integrating local payment methods for Indian users [1][2] - The partnership aims to provide a local checkout experience for cross-border subscription transactions using Razorpay's International Payments Suite [2] - Razorpay's payment stack will be embedded in the Replit platform to facilitate in-app monetisation, handling compliance and foreign exchange [3] Integration Details - Developers can create applications on Replit with Razorpay's monetisation layer included, allowing for immediate acceptance of UPI and card payments from Indian users [4] - The integration is designed to help builders transition from ideas to paid products quickly and compliantly [6] Strategic Context - Razorpay's CEO emphasized the importance of monetisation in the AI-driven product development landscape in India [5] - The partnership with Replit follows Razorpay's collaborations with other AI companies, enhancing its focus on embedding payments and compliance into AI-led software creation [6] Future Plans - Razorpay has appointed four investment banks as advisors in preparation for a proposed initial public offering (IPO), targeting a potential IPO around mid-year [7]

RT Amjad Masad (@amasad)Replit user vibecoded an Epstein Files dataviz app complete with network explorer, timeline, and many other neat data features: https://t.co/lNjrgFuqLA https://t.co/weFONgiGRy ...

What Folks Are Really Vibe Coding Today. (It’s Not Building Their Own Salesforce.) Anton Osika, the CEO of Lovable, just shared something really interesting — their top 4 actual use cases for vibe coding in businesses right now.Lovable is now the second-fastest growing software product among businesses on Ramp.These are the main use cases for Lovable in businesses right now:1/ Rapid prototyping without waiting on engineering2/ Building internal tools that actually match your process and needs3/… pic.twitte ...

Core Viewpoint - The market's panic over software companies is reminiscent of past tech industry reactions, with fears of AI disrupting professional software being exaggerated [3][5]. Group 1: Market Reactions - A recent announcement from Anthropic led to a $300 billion drop in the stock market, indicating an overreaction to AI's potential impact on professional software [3]. - Nvidia's CEO Jensen Huang criticized the assumption that AI will easily replace specialized software, calling it "illogical" [3]. - Historical patterns show that the market often overestimates the ability of tech giants to disrupt specialized fields, as seen in past reactions to Amazon and Google announcements [5]. Group 2: AI Integration in Software - Professional software companies are integrating AI as a feature rather than viewing it as a replacement, with tools like Canva and Replit utilizing AI effectively [6]. - The notion that AI will lead to the demise of software companies is premature, as these companies can become clients of AI solutions rather than competitors [4][6]. - The software industry is expected to face disruption, but it will not lead to a universal downfall, as history has shown both winners and losers emerge from such transformations [6]. Group 3: Psychological Factors in the Market - The market exhibits a lack of stability in the face of AI developments, often reacting with panic to negative news and excessive enthusiasm during positive news [6]. - The hype surrounding AI companies contributes to market volatility, with even AI proponents questioning the validity of doomsday predictions for the software industry [6]. - Huang's analogy about using a screwdriver versus inventing a new one highlights that AI tools are more likely to enhance rather than replace specialized software [6].

据S3数据显示，今年以来，微软的空头头寸飙升了20%，甲骨文则增加了10%。博通和亚马逊的空头头 寸也有所增长。 这标志着空头在当前下跌阶段的典型操作发生了转变，尤其是在微软的股票上。 "从历史上看，这家软件巨头'表现得像一只反转股，空头会在下跌途中回补'，"格罗斯说，"但现在，它 的交易方式却像一只受动量驱动、陷入困境的股票，空头正趁其疲弱加大做空力度。" 近日，一场席卷华尔街的软件股暴跌风暴正在上演，本周，当Anthropic PBC发布一款新的生产力工 具，引发软件、金融服务甚至资产管理类股票普遍下跌，并拖累整体大盘后，这种担忧变得尤为突出。 做空者在这场浪潮中赚得"盆满钵满"，与此同时，也有市场分析师认为，当前恐慌实属过度。 本周，以Claude聊天机器人闻名的Anthropic公司低调宣布，其Cowork功能将推出一款能"加速合同审 阅、NDA筛查及内部法务团队合规流程"的插件时，华尔街的反应极为剧烈，引发一场3000亿美元的股 市血洗。 今年以来，对人工智能技术进步将颠覆传统软件商业模式的担忧，已导致软件及AI相关公司股价整体 下挫20%。对于押注该板块下跌的投资者而言，这却是一场"盛宴"。据S3 ...

编者按：当成本随使用量同步增长时，该如何为产品定价？文章剖析了一场迫使整个行业重新思考商业模式的范式转移：AI 彻底摧毁了让传统 SaaS 如此暴 利的经济逻辑。那么，当最优质的客户同时也成了最昂贵的负担时，你该怎么办？本文涵盖了专为这一新现状设计的五种定价模式、每位创始人必须理解的 三大核心原则，以及选择正确方案的决策框架。文章来自编译。 MoviePass 当年那场轰轰烈烈的溃败，虽不像 Theranos 那样有精心编织的骗局，也没有 WeWork 创始人那样反复无常的狂人气质，更不似那款毫无用处的 Juicero 榨汁机那样荒诞不经。在 2010 年代所有的传奇崩盘案例中，它纯粹是显得有些滑稽。 这家公司的坑其实很简单：让客户每月支付 9.95 美元，就能看多达 30 部电影，而公司却要向影院支付每张 10 美元的票价。事实证明，这种高达 96.68% 的 折扣是无法长久维系的。 如今开发 AI 产品的公司也面临同样的陷阱。在传统软件即服务（SaaS）模式下，一旦你付清了开发人员的工资和亚马逊云服务（AWS）的存储费用，即便 使用人数再多，你的边际成本也几乎为零。但 AI 公司是按次向大模型（LLM）供 ...

In a rapidly evolving job market, the prestige of a university degree is facing stiff competition from a more pragmatic metric: actual capability. LinkedIn is betting that employers are increasingly prioritizing demonstrated AI skills over traditional résumés, and to that end, the platform has launched a new verification system to address this shift. On Jan. 28, the professional networking giant announced it is teaming up with “leading AI innovators” to allow professionals to display verified proficienc ...

凤凰网科技讯 北京时间1月28日，据《商业内幕》报道，埃隆·马斯克(Elon Musk)与美国知名风险投资家维诺德·科斯拉 (Vinod Khosla)"开战"。此前，科斯拉指责马斯克宣扬种族主义，并公开呼吁马斯克的员工辞职。 周一晚间，科斯拉在X上发文称，马斯克将种族主义标榜为"伟大且可取的范式"。此言是对马斯克去年9月一篇帖文的回 应。当时，马斯克声称"白人是全球人口中快速萎缩的少数族群"。马斯克过去曾多次转发关于白人人口结构变化的帖子。 科斯拉在帖子中呼吁马斯克旗下公司的员工辞职，加入科斯拉旗下科斯拉风投的投资组合公司，其中包括OpenAI和Replit等 AI创业公司。科斯拉是上世纪70年代移民美国的印度裔企业家。 "所有在@特斯拉、@SpaceX、@X等公司任职的非白人员工，以及所有正派的白人员工，都应该辞职并加入我们的投资组 合公司，"科斯拉写道，"将你们的领英资料发至我们邮箱！" 马斯克随后以侮辱性言辞回应科斯拉，称这位风投家为"自大的混蛋"，并使用了针对智力障碍者的歧视性用语。 "维诺德，你不仅是个自大的混蛋，曾试图阻止公众使用你家附近的公共海滩，还是个弱智。我的伴侣希冯是半印度血统， 我和她 ...