📰 The InformationThe InformationQwen · 实盘不做把握 2/10不做原因:不是事件
北京时间·🕒 发布 05:24:13时区推断·⟳ 抓取 05:24:20·⚡ 决策 08-26 05:26:47 +2m27s·62.9 天前
The Information报道知识图谱热潮:Atlassian股东信推广Teamwork Graph、Neo4j营收暴增、微软修补Copilot安全漏洞
本文为The Information的Applied AI趋势专题/Newsletter合集,不含任何可量化的新增催化:Atlassian股东信推广2023年已推出的免费产品属典型软催化(megacap-soft-catalyst-materiality直接适用);微软安全补丁无客户影响(software-cloud-saas经验确认为非事件);最具冲击力的数据点(Neo4j营收暴增)涉及私有公司不可交易。无任何公开公司的收入/利润/订单/指引因本文发生改变。
📄 原文The Information↗ 原文
Atlassian Rides the Knowledge Graph Boom
Databricks, meanwhile, says its data management products are better than standalone graph databases because they have m…
不做 Atlassian(TEAM.US)
超大市值软催化:股东信推广2023年已推出的免费产品,无新增收入/订单/定价/指引,不改变短线财务预期;megacap-soft-catalyst-materiality经验直接适用
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
The Information Applied AI专题报道知识图谱趋势:Atlassian股东信称Teamwork Graph'最被低估'但该产品2023年已推出且目前免费无收入;Neo4j营收暴增但为私有公司;微软Copilot安全漏洞已修补且无客户影响。全文无新增财务数据、订单、定价或指引变化,属叙事重述而非离散催化,对所有上市公司均无短线可交易edge。
🔎 新鲜度:最早出现 2026-08-25 · 扩散 low · price-in 风险 low ↗
先例如何影响了这次决策
对本次决策的影响:无需先例:事件本身为趋势综述而非离散催化,不存在可对比的同类事件
工具调用 · 历史记录,结果未知(2 种)
- fetch_decision_experience · 结果未知
- search_processed_events · 结果未知
原文全文
展开原文 · 7,381 字
Databricks, meanwhile, says its data management products are better than standalone graph databases because they have more complete, real-time information, and the AI can communicate with its database more easily. Both Databricks and Snowflake have reported strong financial performance lately, and both store much more of a customer’s proprietary data than enterprise app firms like Atlassian or ServiceNow do.
In any case, many companies think it’s worth having some options. Knowledge graphs are a collection of labeled “nodes” that connect to one another. For example, one node could be the name of a company employee. For instance, in a graph at The Information, my name Laura Bratton would be one node labeled as “person” and “employee,” and another node could be the firm that employs me, The Information, labeled “company.” A connection between those two points would indicate that I work at The Information.
Previously, developers created the graphs by drawing connections between data points. But AI is now automating this process when it’s connected to a company’s business applications.
Atlassian said in May that customers that use its graph database alongside tools such as Codex and Claude Code to develop a new app, for instance, used nearly 50% fewer tokens than if they didn’t tap the database. Atlassian first launched its graph database, Teamwork Graph, in 2023 but is now advertising it heavily to customers.
In a [shareholder letter](https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26) this month, CEO Mike Cannon-Brookes called Teamwork Graph the “most underappreciated part of Atlassian” because of how it helps customers use AI more effectively.
Atlassian doesn’t currently charge customers for Teamwork Graph but a spokesperson said that could change in the future, when customers may be billed in part based on how often their AI taps the database.
ServiceNow in April launched its own version of a knowledge graph, which pulls customer data in real time from across its IT management and other applications. The company charges customers that use outside AI like Claude Code to tap the product.
Amazon and Salesforce, which typically store a lot more data for customers compared to ServiceNow and Atlassian, also offer graph databases or similar data management products.
Neo4j, which helped pioneer graph databases after its founding in 2007 and was privately worth $2.4 billion as of 2021, appears to be booming: The company’s second quarter revenue, for instance, was higher than its full-year 2025 revenue, according to CEO Emil Eifrem.
“For 20 years, I've been screaming into the void about the value of graphs,” Eifrem told me. “And now all of a sudden, everyone is talking about it.”
**Microsoft Patches Copilot Security Flaw**
Microsoft has patched a security flaw in its Copilot AI software that could allow hackers to trick the AI into leaking companies’ data, a Microsoft spokesperson confirmed. The flaw was found by researchers at PromptArmor, a small startup that has emerged as a watchdog for such AI vulnerabilities. (Anthropic last year tweaked its Claude for Excel product after [The Information reported on PromptArmor’s research](https://www.theinformation.com/newsletters/applied-ai/rubrik-tests-undo-button-malfunctioning-ai-agents?rc=geicgp) into potential security flaws.)
PromptArmor researchers in June found that hackers could create a malicious “[skill](https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-use-skills)”—a set of instructions for Copilot that companies can configure—and trick Copilot into spitting out data from across the company’s Microsoft accounts, including emails from Outlook, files from SharePoint, and Teams messages. Like other [recently discovered Copilot security flaws](https://www.theinformation.com/newsletters/applied-ai/new-microsoft-copilot-security-flaws-show-ai-can-leak-customer-secrets?rc=geicgp), this one relied on getting Copilot to send data that was meant to stay within the Copilot application to a proxy server that hackers could remotely access, according to PromptArmor cofounder Shankar Krishnan.
Skills for chatbot assistants are increasingly popular, and they function similar to a Chrome browser plugin in that anyone can create one and post it online for others to use. Chatbots like Claude, ChatGPT, and Perplexity also support skills. Microsoft has a built-in skills scanner for Copilot meant to detect malicious skills, but it didn’t catch the malicious skill PromptArmor designed, Krishnan said.
“We appreciate PromptArmor for reporting this through coordinated vulnerability disclosure,” the Microsoft spokesperson said in a statement. “We have addressed the report, and customers are already protected and do not need to take any action. We have seen no indication that this has been used against customers, and we are continuously working to strengthen our protections.”
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### Upcoming Events
#### [Wednesday, September 23 — AI Agenda Live SF 2026](https://www.theinformation.com/events/ai-agenda-live-2026)
Join us to explore the real-world shifts, new architectures, and enterprise strategies defining the next era of AI. Secure your spot today to hear directly from top minds at Google DeepMind, OpenAI, Atlassian, and more.
[More details](https://www.theinformation.com/events/ai-agenda-live-2026)
#### [Tuesday, October 27 — The Information’s 2026 WTF Summit](https://www.theinformation.com/events/wtf-summit-2026)
Tickets on sale now: The Information returns to Napa Valley October 27–28 to convene senior women across tech, media, and finance. Join us for two days of intimate, candid conversations with the leaders navigating today’s global shifts.
[More details](https://www.theinformation.com/events/wtf-summit-2026)
In any case, many companies think it’s worth having some options. Knowledge graphs are a collection of labeled “nodes” that connect to one another. For example, one node could be the name of a company employee. For instance, in a graph at The Information, my name Laura Bratton would be one node labeled as “person” and “employee,” and another node could be the firm that employs me, The Information, labeled “company.” A connection between those two points would indicate that I work at The Information.
Previously, developers created the graphs by drawing connections between data points. But AI is now automating this process when it’s connected to a company’s business applications.
Atlassian said in May that customers that use its graph database alongside tools such as Codex and Claude Code to develop a new app, for instance, used nearly 50% fewer tokens than if they didn’t tap the database. Atlassian first launched its graph database, Teamwork Graph, in 2023 but is now advertising it heavily to customers.
In a [shareholder letter](https://www.atlassian.com/blog/company-news/shareholder-letter-q4fy26) this month, CEO Mike Cannon-Brookes called Teamwork Graph the “most underappreciated part of Atlassian” because of how it helps customers use AI more effectively.
Atlassian doesn’t currently charge customers for Teamwork Graph but a spokesperson said that could change in the future, when customers may be billed in part based on how often their AI taps the database.
ServiceNow in April launched its own version of a knowledge graph, which pulls customer data in real time from across its IT management and other applications. The company charges customers that use outside AI like Claude Code to tap the product.
Amazon and Salesforce, which typically store a lot more data for customers compared to ServiceNow and Atlassian, also offer graph databases or similar data management products.
Neo4j, which helped pioneer graph databases after its founding in 2007 and was privately worth $2.4 billion as of 2021, appears to be booming: The company’s second quarter revenue, for instance, was higher than its full-year 2025 revenue, according to CEO Emil Eifrem.
“For 20 years, I've been screaming into the void about the value of graphs,” Eifrem told me. “And now all of a sudden, everyone is talking about it.”
**Microsoft Patches Copilot Security Flaw**
Microsoft has patched a security flaw in its Copilot AI software that could allow hackers to trick the AI into leaking companies’ data, a Microsoft spokesperson confirmed. The flaw was found by researchers at PromptArmor, a small startup that has emerged as a watchdog for such AI vulnerabilities. (Anthropic last year tweaked its Claude for Excel product after [The Information reported on PromptArmor’s research](https://www.theinformation.com/newsletters/applied-ai/rubrik-tests-undo-button-malfunctioning-ai-agents?rc=geicgp) into potential security flaws.)
PromptArmor researchers in June found that hackers could create a malicious “[skill](https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-use-skills)”—a set of instructions for Copilot that companies can configure—and trick Copilot into spitting out data from across the company’s Microsoft accounts, including emails from Outlook, files from SharePoint, and Teams messages. Like other [recently discovered Copilot security flaws](https://www.theinformation.com/newsletters/applied-ai/new-microsoft-copilot-security-flaws-show-ai-can-leak-customer-secrets?rc=geicgp), this one relied on getting Copilot to send data that was meant to stay within the Copilot application to a proxy server that hackers could remotely access, according to PromptArmor cofounder Shankar Krishnan.
Skills for chatbot assistants are increasingly popular, and they function similar to a Chrome browser plugin in that anyone can create one and post it online for others to use. Chatbots like Claude, ChatGPT, and Perplexity also support skills. Microsoft has a built-in skills scanner for Copilot meant to detect malicious skills, but it didn’t catch the malicious skill PromptArmor designed, Krishnan said.
“We appreciate PromptArmor for reporting this through coordinated vulnerability disclosure,” the Microsoft spokesperson said in a statement. “We have addressed the report, and customers are already protected and do not need to take any action. We have seen no indication that this has been used against customers, and we are continuously working to strengthen our protections.”
### New From Our Reporters
[https://www.theinformation.com/articles/clickhouses-annual-recurring-revenue-passes-350-million-ai-agent-demand](https://www.theinformation.com/articles/clickhouses-annual-recurring-revenue-passes-350-million-ai-agent-demand)Exclusive
#### [ClickHouse’s Recurring Revenue Passes $350 Million as OpenAI, Agent Use Jumps](https://www.theinformation.com/articles/clickhouses-annual-recurring-revenue-passes-350-million-ai-agent-demand)
By Alix Coutures
[https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks](https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks)Exclusive
#### [Meta Plans to Launch ‘Hatch’ AI Agent Platform in Coming Weeks](https://www.theinformation.com/articles/meta-plans-launch-hatch-ai-agent-platform-coming-weeks)
By Jyoti Mann
[https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook](https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook)Exclusive
#### [At Apple CEO’s Farewell, Tributes and an Unusually Personal Tim Cook](https://www.theinformation.com/articles/apple-ceos-farewell-tributes-unusually-personal-tim-cook)
By Aaron Tilley
[https://www.theinformation.com/articles/cursor-officially-enters-musk-era](https://www.theinformation.com/articles/cursor-officially-enters-musk-era)Exclusive
#### [Inside Musk’s First Address to Cursor: Grok Is Falling Behind](https://www.theinformation.com/articles/cursor-officially-enters-musk-era)
By Grace Kay
### Upcoming Events
#### [Wednesday, September 23 — AI Agenda Live SF 2026](https://www.theinformation.com/events/ai-agenda-live-2026)
Join us to explore the real-world shifts, new architectures, and enterprise strategies defining the next era of AI. Secure your spot today to hear directly from top minds at Google DeepMind, OpenAI, Atlassian, and more.
[More details](https://www.theinformation.com/events/ai-agenda-live-2026)
#### [Tuesday, October 27 — The Information’s 2026 WTF Summit](https://www.theinformation.com/events/wtf-summit-2026)
Tickets on sale now: The Information returns to Napa Valley October 27–28 to convene senior women across tech, media, and finance. Join us for two days of intimate, candid conversations with the leaders navigating today’s global shifts.
[More details](https://www.theinformation.com/events/wtf-summit-2026)
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