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PANONY
@PANONYGroup
PANONY is an incubator, investor & advisor for #Web3# business Cofounders @web3stellakung @tongtongbee CEO @SunnyNgPA
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AI’s biggest CEOs get the headlines. And, THESE PEOPLE keep the machine running. Meet the power players behind OpenAI, Anthropic, xAI and DeepMind, the people turning vision into execution. #AI# #OpenAI# #Anthropic# #xAI# #DeepMind#
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顶级 AI 公司背后,都有一个"超级 2 号位" 这是 AI 行业一个有趣的规律:技术天才负责模型,另一位"超级 2 号位"承包模型之外的一切:融资、招聘、法务、政策、商业化、销售和组织管理。 Anthropic 有 Daniela Amodei(联合创始人/总裁),她曾是 Stripe 创始招聘官,后担任 OpenAI 安全与政策 VP,负责财务、法务、招聘、传播、政策、GTM、企业销售和安全组织。她的哥哥 Dario Amodei 是 CEO,专注技术方向。 OpenAI 有 Fidji Simo(AGI Deployment CEO,2026 年 7 月上任),负责产品、商业、运营,COO、CFO、CPO 均向她汇报。她来自 Meta(Facebook 负责人),后任 Instacart CEO。Sam Altman 则聚焦技术和战略。 SpaceX/xAI 有 Gwynne Shotwell(总裁兼 COO),负责商业销售、政府关系、Starlink 运营、法务和 HR。她是 SpaceX 早期员工,2008 年起任总裁,2026 年 2 月兼任 xAI 总裁。Elon Musk 担任 CEO 兼 CTO。 DeepMind 曾由 Lila Ibrahim 担任 COO(后转任首席 AI 就绪官),负责运营、治理与伦理、政策、传播和 People & Culture。她来自 Intel,后任 Kleiner Perkins COO,2026 年转向政策方向。 这些"超级 2 号位"往往有成熟公司运营经验,能把复杂组织真正运转起来。 技术创始人专注突破,运营操盘手承接落地,这或许是顶级 AI 公司的成功公式。
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⚡️China’s humanoid robotics company @UnitreeRobotics is heading public at an $8.5B valuation, turning founder Wang Xingxing into a multi-billionaire. Unitree Robotics has priced its Shanghai STAR Market IPO at RMB 150.80 per share, implying an initial market cap of nearly RMB 61 billion ($8.5B). Founder Wang Xingxing will retain a 33.36% direct and indirect stake, valuing his holdings at roughly RMB 20.35 billion ($2.8B). Separately, DeepSeek is rumored to have joined the IPO as a strategic investor, subscribing for around 933,400 shares worth RMB 141 million. China’s hottest robotics IPO may now also have an AI heavyweight on its cap table. #Unitree# #Robotics# #DeepSeek# #ChinaTech#
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PANews Original | Wall Street’s Next AI Bet Isn’t More Compute. It’s Power, Copper, and ROI AI stocks were hit by a brutal leveraged washout in July, then came roaring back in August, with Marvell gaining nearly 20% in a week. But the rebound looks more like a technical recovery following aggressive deleveraging than the start of another broad-based AI frenzy. Crowded positioning, massive capital raising by Big Tech, and rising inflation and rate-hike expectations driven by higher oil prices had all weighed on valuations across the AI “picks-and-shovels” trade. As enthusiasm cools, Wall Street is beginning to reprice the sector. Capital may now rotate along two paths: toward AI applications that can deliver measurable cost savings, revenue growth, and cash flow, and toward HALO assets, including power generation, electrical grids, copper, liquid cooling, and industrial equipment. The AI trade is shifting from “bigger models and more compute” to “ROI and resource scarcity.” But if downstream monetization falls short, the energy and computing infrastructure built ahead of demand could still face overcapacity and stranded-asset risks. #AI# #AIStocks# #Semiconductors# #WallStreet# #HALO# #DataCenters# #Energy#
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AI’s biggest CEOs get the headlines. And, THESE PEOPLE keep the machine running. Meet the power players behind OpenAI, Anthropic, xAI and DeepMind, the people turning vision into execution. #AI# #OpenAI# #Anthropic# #xAI# #DeepMind#
Show more
顶级 AI 公司背后,都有一个"超级 2 号位" 这是 AI 行业一个有趣的规律:技术天才负责模型,另一位"超级 2 号位"承包模型之外的一切:融资、招聘、法务、政策、商业化、销售和组织管理。 Anthropic 有 Daniela Amodei(联合创始人/总裁),她曾是 Stripe 创始招聘官,后担任 OpenAI 安全与政策 VP,负责财务、法务、招聘、传播、政策、GTM、企业销售和安全组织。她的哥哥 Dario Amodei 是 CEO,专注技术方向。 OpenAI 有 Fidji Simo(AGI Deployment CEO,2026 年 7 月上任),负责产品、商业、运营,COO、CFO、CPO 均向她汇报。她来自 Meta(Facebook 负责人),后任 Instacart CEO。Sam Altman 则聚焦技术和战略。 SpaceX/xAI 有 Gwynne Shotwell(总裁兼 COO),负责商业销售、政府关系、Starlink 运营、法务和 HR。她是 SpaceX 早期员工,2008 年起任总裁,2026 年 2 月兼任 xAI 总裁。Elon Musk 担任 CEO 兼 CTO。 DeepMind 曾由 Lila Ibrahim 担任 COO(后转任首席 AI 就绪官),负责运营、治理与伦理、政策、传播和 People & Culture。她来自 Intel,后任 Kleiner Perkins COO,2026 年转向政策方向。 这些"超级 2 号位"往往有成熟公司运营经验,能把复杂组织真正运转起来。 技术创始人专注突破,运营操盘手承接落地,这或许是顶级 AI 公司的成功公式。
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⚡️China’s humanoid robotics company @UnitreeRobotics is heading public at an $8.5B valuation, turning founder Wang Xingxing into a multi-billionaire. Unitree Robotics has priced its Shanghai STAR Market IPO at RMB 150.80 per share, implying an initial market cap of nearly RMB 61 billion ($8.5B). Founder Wang Xingxing will retain a 33.36% direct and indirect stake, valuing his holdings at roughly RMB 20.35 billion ($2.8B). Separately, DeepSeek is rumored to have joined the IPO as a strategic investor, subscribing for around 933,400 shares worth RMB 141 million. China’s hottest robotics IPO may now also have an AI heavyweight on its cap table. #Unitree# #Robotics# #DeepSeek# #ChinaTech#
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PANews Original | Wall Street’s Next AI Bet Isn’t More Compute. It’s Power, Copper, and ROI AI stocks were hit by a brutal leveraged washout in July, then came roaring back in August, with Marvell gaining nearly 20% in a week. But the rebound looks more like a technical recovery following aggressive deleveraging than the start of another broad-based AI frenzy. Crowded positioning, massive capital raising by Big Tech, and rising inflation and rate-hike expectations driven by higher oil prices had all weighed on valuations across the AI “picks-and-shovels” trade. As enthusiasm cools, Wall Street is beginning to reprice the sector. Capital may now rotate along two paths: toward AI applications that can deliver measurable cost savings, revenue growth, and cash flow, and toward HALO assets, including power generation, electrical grids, copper, liquid cooling, and industrial equipment. The AI trade is shifting from “bigger models and more compute” to “ROI and resource scarcity.” But if downstream monetization falls short, the energy and computing infrastructure built ahead of demand could still face overcapacity and stranded-asset risks. #AI# #AIStocks# #Semiconductors# #WallStreet# #HALO# #DataCenters# #Energy#
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⚡️BREAKING: Zhang Yiming says ByteDance will not use distillation as a shortcut to catch up in AI, even if that means its LLMs temporarily fall behind Chinese rivals. According to The Information, Zhang made the remarks at a Seed team all-hands last month, telling the team to sacrifice short-term gains for longer-term goals. Distillation allows a new model to learn from the outputs of a stronger model, saving training time and compute. But ByteDance is choosing a harder path: building its own frontier models more independently. The bigger concern may be political risk. ByteDance has spent years under U.S. scrutiny over TikTok. If the company were accused of extracting capabilities from leading American AI models at scale, it could give Washington another reason to pressure TikTok. Anthropic has previously accused several Chinese AI firms of extracting capabilities from Claude, including DeepSeek, Moonshot AI, MiniMax, Zhipu and Alibaba, but not ByteDance. #ByteDance# #distillation# #seedance# #LLMs# #TikTok#
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⚡️BREAKING: ByteDance wants Seedance 2.5 to become part of the professional video production stack. ByteDance’s Jimeng AI has rolled out new tools built around Seedance 2.5, including Maya and Blender plugins. The update connects 3D assets, green-screen materials and AI video generation into a more production-ready workflow. //Key upgrades include: - Ultra-long generation mode, supporting videos up to 3 minutes - New Smart Edit mode for targeted video edits - Multi-frame editing for finer control beyond single-frame changes - Better integration with professional 3D workflows #AI# #AIVideo# #Seedance# #ByteDance# #JimengAI# #Blender# #Maya#
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Humanoid robots may find their first killer app in loneliness. Chinese robotics company @UBTECHRobotics's new full-size biomimetic humanoid robot lineup, U1, has reportedly racked up more than 11,000 pre-orders so far. Presales opened on June 2 and run through July 15, with first deliveries expected in mid-September. At its June 30 global launch event in Shenzhen, UBTech gave the U1 series its official debut, detailing the models, configurations and pricing, while also introducing UWORLD, its new consumer-facing brand. The company showcased 50+ full-size biomimetic humanoid robots with different looks and body types. The U1 lineup includes Lite, Pro and Ultra models, with male and female versions available, priced from ¥119,800 to ¥990,000. Earlier online chatter had focused on one obvious question: is this a “romance robot”? And UBTech claims that the U1 is designed for emotional companionship and does not include sexual functions. Its target users include singles and older adults. #HumanoidRobots# #Robotics# #AI# #CompanionAI#
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