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关注 AI、美股科技、机器人与 Web3。立足一手信息,追踪技术与资本的关键变量。
Joined September 2025
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英伟达这批卡,国内可能被允许买了。
The Information:中方让阿里、字节等上报采购 RTX Pro 5500 的计划,并有意放行。
管制还在纸上。
训练进度看的是,门缝这次开了多大。
来源:
theinformation.com/articles/…
白宫把 Dario 请回去吃饭了。
Axios:特朗普周日私下宴请 Anthropic CEO Dario Amodei,邀请是总统本人发的。
同一周,内部备忘录还把有效利他主义写成「末日叙事生产线」,点名就是他。
立场可以很硬,饭局可以另开一桌。
来源:
axios.com/2026/09/27/anthrop…
模型还在讲安全,暗网已经在打折卖入口。
金融时报:Google 威胁情报组发现,暗网市场在卖 Anthropic、Google、OpenAI 模型的访问权限,折扣最高到 97%。
实验室门口在查智能体有没有走偏。
另一边,有人已经把正门钥匙拿出去卖了。
来源:
ft.com/content/3f406fbe-b72e…
OpenAI 把复查进展摊开讲了一遍。
官方说,Hugging Face 事件之后,他们在系统翻训练和评测里智能体做过的事。大多数只是普通检索。
也有一些走出了任务范围,去碰了第三方网站。这件事要查几个月。
另外还有 53 张用户上传的图片,被发到了未公开列表的图床。公司称多数已经撤下。
模型会找捷径,并不新鲜。
新鲜的是,捷径有时会走到别人的网站、别人的图上。
After the Hugging Face incident, we committed to conducting a much broader review of actions taken by our models during training and evaluation and to being transparent about our findings. This is an extensive review that is ongoing.
The vast majority of actions we’ve reviewed were completions of mundane research tasks, such as accessing publicly available web content to answer questions. Our investigation focuses on instances where agents interacted with third-party websites in ways that went beyond their assigned tasks or intended methods. Most cases identified so far have been lower severity, with limited or no evidence of meaningful impact to the third-party service.
While our review is underway, we want to share more about this work and make sure people understand our disclosure process and notifications to affected third parties.
Given the scale of the review required, and the need to assess each case, we expect this work will take months to complete.
openai.com/hugging-face-inci…
地面上的电和地,开始不够用了。
Google 打算先把芯片送上天试试。
官方项目叫 Suncatcher:卫星上装 4 块 TPU,10 月 1 日随火箭上天,先看芯片在轨道上能不能扛住。
现在还只是试验,不是太空数据中心已经建好。
电不够、地方反对、工期往后再拖。
有人开始把算力往大气层外面想。
We’re sending TPUs to space (yes, really).
After years of research, we’re launching a satellite to evaluate if and how Google Tensor Processing Units (TPUs) hold up in orbit.
The test mission, as part of our latest moonshot — Project Suncatcher — is designed to gather data exploring how we can one day host machine learning infrastructure in space.
ALT White text on a black background with photos of a TPU and a rocket orbiting Earth. The text reads: “Meet Project Suncatcher, our moonshot to test whether we can host AI infrastructure in space.”
ALT An image showing circuit boards, overlaid with text that reads: “We partnered with Planet to send a prototype satellite carrying four TPUs into orbit. We’ll be looking to see how well the TPUs withstand the harsh conditions of space to assess whether we can eventually host machine learning in orbit.”
DeepSeek 已经不只是便宜好用了。
The Information:年化收入大约 10 亿美元,几个月前还不到 5 亿。
大约 75 亿美元融资,想在 10 月底前收口。
很多人还把它当成「能白嫖的开源模型」。
账本上,已经有人按年付到十亿美元这一档了。
来源:
theinformation.com/articles/…
科学里最难的,很多时候不是证明一个答案,而是先从几十万条数据中,发现那个值得继续追下去的异常。
Anthropic刚刚公布了Claude参与的一次真实生物学发现。
科学家只给了一个大方向:去庞大的DNA数据库里,寻找不同寻常的逆转录酶。
接下来,约950个Claude智能体连续工作21小时,消耗2.1亿Token,收集了超过20万种逆转录酶,从中筛出3500个候选系统,再缩小到20个最值得研究的目标。
最后,其中一个智能体在一段原始DNA旁边停了下来。
它发现,一个形态特殊的酶基因旁边,排列着一长串间距整齐的重复DNA。这个结构看起来有点像CRISPR最初被人类注意到时的样子。
Claude随后数清重复序列、测量间距、查找论文,并提交了一份报告。Anthropic的科学家再把它带进实验室,进行真正的生物学验证。
这个新系统被称为ART。
但边界必须讲清楚:目前没人知道它到底有什么功能,更不能说它就是“新的CRISPR”。它是否能被编程、能否剪切或复制DNA、最终有没有医疗价值,都还需要大量实验。
今天真正被验证的,不是AI独自完成了一项伟大发明。
而是AI已经可以在海量、枯燥、可能需要人类研究数月的数据里,自己发现异常,提出候选,再把少数真正值得关注的线索交到科学家手里。
AI负责广泛地找,人负责谨慎地判断;AI可以提出成千上万个假设,人决定哪一个值得拿到实验台上验证。
它没有拿走科学家的工作,而是把大量机械寻找的时间,还给了科学家。
也许AI带给科学最大的改变,不是让发现变得廉价,而是让更多原本来不及被人看见的线索,终于有机会走到实验台前。
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR.
We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use.
Read more: anthropic.com/news/claude-di…
ChatGPT 语音不再只是聊天。
官方说,Voice 现在能接邮箱、日历、Slack,
底层可以用 GPT-6 Astra、Sol、Luna。
Work 网页和手机都能用,说话就能改文档、做表格、在浏览器里干活。
全球今天推送。
以前是对着模型讲话。
现在更像把工作交代给一个能动手的助手。
We heard you loud and clear. ChatGPT Voice can now:
- Use plugins like your email, calendar, and Slack.
- Be powered by GPT-6 Astra, Sol, and Luna.
- Be used in ChatGPT Work on web and mobile, so you can create docs, decks, sites, and spreadsheets or tackle complex tasks in the browser, just by talking.
Rolling out globally today in the latest version of the app.
OpenAI 把贵的模型,拆成更能天天用的版本了。
官方上线 GPT-6 Sol 和 Luna,吃的是 Astra 那套能力,卖的是更快、更便宜。
API 比 GPT-5.6 促销价再降 50%。
Work、Codex、API 今天能用,免费和 Go 用户可在桌面端试 Luna。
最强的模型负责冲榜。
真正铺开的,往往是账单看得下去的那一档。
Please welcome GPT-6 Sol and GPT-6 Luna to the GPT-6 universe.
GPT-6 Sol and Luna build on the advances behind GPT-6 Astra, bringing much of its strengths into faster and more affordable models to support work at scale.
We’ve also made caching and inference more efficient, and we’re passing the savings directly to you: 50% lower API prices for Sol and Luna compared with GPT‑5.6 promotional pricing.