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万亿美元新战场:一场“影响力资本”对“传统风投”的降维打击
36氪· 2025-09-10 18:47
像YouTube、TikTok和Patreon这样的公司如今已不再只是平台——它们正在改写创业规则,不再依赖风险投资,而是将受众 本身作为新的资本。 如今的创作者经济已成为硅谷最强对手——而它的崛起并不依赖风险投资。 互联网的初衷很简单:人人皆可创造,并被慧眼发掘。但现实中的机会之门从未真正敞开。 多年来,硅谷决定着谁能获得资金、谁能扩大规模、谁有机会脱颖而出。斯坦福(Stanford)文凭是敲门砖,沙山路(Sand Hill Road, 硅谷的风投机构聚集地)的融资路演更是标配,缺乏这些资源,成功的几率微乎其微。 那个时代并未消失,但它已不再是通往成功的唯一路径。新的模式正在屏幕上逐渐成型。YouTube明星、Twitch主播和TikTok创作者不再 坐等风险投资的支持,而是直接通过自己的频道销售产品、塑造文化、创办公司。对许多人来说,忠实的粉丝社群远比一张投资人的支 票更有价值。 当罗根·保罗(Logan Paul)和KSI推出Prime Hydration运动饮料时,多数业内人士嗤之以鼻。谁会买YouTube网红推出的饮料呢? 然而两年后,Prime在美国多个主流市场的销量竟超越佳得乐(Gatorade ...
Alphabet Dodges a Bullet on Antitrust, but It's Still Not Out of the Woods
Yahoo Finance· 2025-09-10 18:00
核心观点 - 公司近期赢得反垄断案件裁决 避免了被强制拆分 Chrome浏览器和Android操作系统的风险 推动股价上涨 [1][3] - 公司仍面临两起独立反垄断诉讼 分别涉及搜索业务垄断和广告技术市场垄断 相关法律程序可能持续多年 [5][6][8] - 投资者对公司的估值长期低于其他科技股 主要担忧包括反垄断风险及人工智能对业务的影响 [2] 业务构成 - 公司拥有全球主导搜索引擎Google 顶级浏览器Chrome 热门视频分享网站YouTube 以及自动驾驶业务Waymo [1] - 搜索业务被法官认定存在垄断地位 需向竞争对手共享数据 公司计划对此裁决提出上诉 [5] 法律风险 - 第一起案件由美国地区法官Amit Mehta审理 裁决公司无需剥离Chrome或Android 但需实施补救措施 [5] - 第二起案件由法官Leonie Brinkema审理 认定公司在多个广告技术市场具有垄断力 司法部要求剥离相关资产 [6] - 尽管最坏情况已避免 但两起案件仍未终结 公司持续面临法律不确定性和运营风险 [7][8]
Global Markets Brace for Key Financial Moves and Policy Shifts
Stock Market News· 2025-09-10 17:38
Key TakeawaysChina Pacific Insurance (Group) Co. Ltd. (2601.HK) is reportedly planning to issue up to $2 billion in convertible bonds, a move reflecting a broader trend among Chinese firms seeking flexible funding options.NIO Inc. (NIO) is set to raise approximately $518 million through an upsized share offering, with proceeds earmarked for research and development in smart electric vehicle technologies and strengthening its balance sheet.The German Economy Ministry is actively exploring various strategic o ...
Alphabet's Verily plans to restructure ahead of fresh investment, and as employees see their shares tank
Business Insider· 2025-09-10 17:00
Alphabet's life sciences unit, Verily, plans to restructure its business as it anticipates a fresh round of investment. In a town hall meeting on Monday, Verily CEO Stephen Gillett told staff that Verily would transform from a Limited Liability Company to a C-corp, a business structure generally considered more investor-friendly, according to a person who heard the remarks and asked to remain anonymous because they were not permitted to speak to the press.Gillett told employees the change was happening as ...
谷歌AI新里程碑:一个能「做研究」的系统诞生了,用LLM+树搜索编写专家级软件
机器之心· 2025-09-10 16:14
机器之心报道 编辑:冷猫 大模型在科研领域越来越高效了。 昨天,谷歌发表了一篇重磅文章,提出了一个能够帮助科研人员编写「专家级」科研软件的 AI 系统。 该系统融合了 大语言模型 和 传统树搜索 ,能够自动编写和优化科研任务中所需的软件程序,能够获取多种渠道的现有知识,整合并且重组这些知识来构建一个 新的研究思路。 谷歌生成,该系统不仅稳定达到专家水平,还常常超越人类。在基因组学、公共健康、数值分析等多个领域,这套系统的表现甚至超过了顶尖研究团队和国家级 集成系统。 论文标题:An AI system to help scientists write expert-level empirical software 论文链接:https://www.alphaxiv.org/abs/2509.06503v1 如此这般,科研人员在各个领域的研究中都能够使用这一 AI 系统来构建全新的研究思路和实证程序,能够更高效地进行科学研究。 AI 在科研领域的应用一直以自动化的特性为主,能够辅助科研人员进行可行性验证,完成一些重复的高强度工作,减少科研人员在重复验证、调试程序等工作上 浪费的时间,更能够激发科研人员的创新思维 ...
Google scraps some cloud data transfer fees in EU and UK
Reuters· 2025-09-10 13:03
谷歌云服务政策调整 - 公司在欧盟和英国取消跨多云平台并行工作负载的数据传输费用 [1] - 政策调整与欧盟《数据法案》实施时间相关 [1] 行业监管环境变化 - 欧盟《数据法案》即将实施 推动云服务商调整数据管理策略 [1] - 政策变化直接影响云服务商在欧盟和英国市场的运营模式 [1]
Was Gene Munster Wrong About Alphabet (GOOG) Search Business?
Yahoo Finance· 2025-09-10 05:46
We recently published Top 10 Analyst Calls on Trending Stocks You Shouldn’t Miss. Alphabet Inc (NASDAQ:GOOG) is one of the major analyst calls. Deepwater’s Gene Munster said in a CNBC program in May that Alphabet Inc (NASDAQ:GOOG) Google search business is under threat from ChatGPT, which was expected to hit 800 million users by June. “So that’s going to put it at about a quarter of the Google daily population is also going to be using GPT. And that’s obviously just one of a few generative products. And ...
Google Cloud chief details how search giants is making billions monetizing its AI products
CNBC· 2025-09-10 03:58
Thomas Kurian, CEO of Google Cloud, speaks at a cloud computing conference held by the company in 2019.Google's cloud chief Thomas Kurian on Tuesday explained how the tech giant is already monetizing its various artificial intelligence services to generate revenue. "We've made billions using AI already," said Kurian, speaking at the Goldman Sachs Communacopia and Technology Conference in San Francisco. Kurian said that Google Cloud's backlog of customer demand is growing faster than its revenue."Our backlog ...
Alphabet Inc. (GOOGL) Presents At Goldman Sachs Communacopia + Technology Conference (Transcript)
Seeking Alpha· 2025-09-10 03:36
公司管理层背景 - Google Cloud首席执行官Thomas Kurian于2018年11月加入公司 其具备深厚的企业级业务经验[3] - 在其领导下 Google Cloud业务规模已成长为全球最大公有云服务商之一 年化收入运行率突破500亿美元[3] 会议安排 - 本次会议包含幻灯片演示环节及后续对话讨论环节[1] - 公司声明中提及部分表述可能包含前瞻性声明 涉及可能导致实际结果产生重大差异的风险与不确定性因素[2]
YouTube in talks with TelevisaUnivision to continue content access
Reuters· 2025-09-10 02:59
YouTube said on Tuesday it is in talks with TelevisaUnivision to continue providing access to the Mexican-American media company's content on YouTube TV. ...