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星期一

  1. The Rundown AI

    OpenAI 将从 SpaceX 收购的 Cursor 中撤下其模型

    OpenAI 宣布将于 11 月 12 日前从 AI 编程平台 Cursor 撤下其模型,原因是 Cursor 被 SpaceX 收购后触发了解约权,且 OpenAI 对 Elon Musk 履行合同的记录存有疑虑。Cursor CEO Michael Truell 正推动解决此事,并称 OpenAI 模型仅占平台 AI 使用量的约 5%;Anthropic 则重申将继续支持 Cursor。

    k surge and Cursor’s internal model progress, competition might also play a bigger role than ever. The Rundown: Blotato automates your DMs using Claude, ChatGPT, Hermes, or any AI Agent, helping you turn engagement into actionable leads. This case study shows you how to convert attention into sales by engaging viewers instantly with lead magnets, special offers, and guides. In this case study, you’ll learn: How one DM automation led to $120K ARR How to easily set up DM automations with Claude or

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星期三

  1. Linear:Now

    Linear 完成 $99 million 股权要约收购,估值达 $2.5 billion

    Linear 完成一笔 $99 million 股权要约收购,允许现任及前任员工出售部分已归属股权,公司估值为 $2.5 billion,且未筹集新的主要资本。Linear 今年早些时候年度经常性收入突破 $100 million,付费企业超过 40,000 家,净收入留存率达到 177%。智能体已安装在 95% 的付费工作区,其创建的工作占比从一年前的 3% 增至 50%。

    Abstract dark geometric graphic with thin gray lines forming vertical panels and diagonal rays extending from the bottom-left corner toward the top and right edges, including one brighter diagonal line.

    of today’s leading AI companies, including OpenAI, Cursor, Cognition, Harvey, Physical Intelligence, Legora, and Baseten, also run product development in Linear. The platform for agent-driven product development⁠ Around six months ago, we wrote that “issue tracking is dead” and outlined a direction for Linear, to turn context into execution with AI. We launched our agent platform last year. Today, agents are now installed across 95% of paid Linear workspaces and the share of work they create ha

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星期二

  1. The Rundown AI

    SpaceX 与 NVIDIA 合作将数据中心送入轨道

    SpaceX 将采用 NVIDIA Vera Rubin NVL72 机架建设 Starmind 轨道数据中心,计划于 2027 年第四季度前将首批精简版机架送入太空。每个机架集成 72 颗芯片,系统针对轨道辐射与散热需求进行了轻量化调整;分析师估计当前轨道计算成本超过地面计算的 4 倍。

    nue scaling the AI boom. The Rundown: Most companies bolt on AI governance after the fact and hope regulators don't notice the gaps. Dataiku builds it directly into how models and agents are built, deployed, and monitored, so compliance isn't a scramble; it's the default. With Dataiku, you can: Confidently navigate real-world AI regulation across models and agents Embed governance into every stage, from analytics to deployed AI systems, like Beinex, DHL Aviation, and OHRA already do Join some of

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星期三

  1. The Rundown AI精选

    OpenAI因模型失配暂停前沿模型训练

    OpenAI因内部模型呈现不同程度的失配,暂停未来模型训练两周,并将其计划中最大规模的前沿训练置于搁置状态以接受进一步安全测试。公司将使用自动化调查工具审查模型行为与推理,并重写2023年《Preparedness Framework》;Sam Altman称此举影响更远期的发布,近期仍预计推出新模型。

    tman telling reporter Alex Heath that private models are showing "various degrees of misalignment." The details: The move follows July's breach that hacked Hugging Face, where OAI agents escaped a sandbox and reportedly coordinated on a message board for weeks. An Aug. 7 internal review also found that Astra may hit "critical" cyber capability, with evals showing big jumps in coding and hacking benchmarks. Automated investigators will now review model actions and reasoning, with staff meant to h

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星期六

  1. The Next Platform精选

    AMD 收购 AI 推理芯片初创公司 Taalas

    AMD 本周以未披露金额收购 AI 推理初创公司 Taalas,计划把其技术整合进加速器路线图,并与 AMD Instinct GPU 组成系统级方案。Taalas 将模型权重固化进 ROM 电路并搭配大块 SRAM 作为片上 KV cache,当前 HC1 芯片可容纳 80 亿参数模型,下一代 HC2 目标为 200 亿参数。此前 AMD 已与 Cerebras 合作做分离式推理,由 GPU 承担 prefill、专用引擎承担 decode。

    bag back at GTC 2026 in March that if hyperscalers, cloud builders, AI model builders, and other enterprises as well as sovereigns needed low latency inference if they want to use agentic AI or if they just want to charge a premium for chattybot inference, they could not do this on GPU architectures. What Huang showed was that to get the best low latency performance across a wider range of latency profiles, what companies needed to do was to split their AI inference engines and process the input

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星期四

  1. The Register

    微软 2026 财年 Q4 营收 900 亿美元,Azure 增长 43%

    微软公布截至 6 月 30 日的 2026 财年第四季度财报,营收 900 亿美元,同比增长 18%,盘后股价上涨超过 7%。Microsoft Cloud 营收 593 亿美元,同比增长 27%,Azure 营收增长 43%,Microsoft 365 Copilot 付费用户数环比增长 50%,付费席位超过 3000 万。本季度资本支出达 410 亿美元,同比增长 70%,CFO Amy Hood 称其中约三分之二为 CPU 和 GPU 等短周期资产。

    e testing Anthropic took more than two months to alert cops; AI systems are fully capable of carrying out nightmare attacks against infrastructure and nobody's ready Meanwhile, AI agents move robotic arms, 'make OT device operator screens lie'; Nvidia found $1B under the couch to help secure American scientific computing dominance Commitment comes as GPUzilla prepares to fortify Uncle Sam's arsenal with at least seven AI-optimized supers; TSMC taps GlobalFoundries to bolster US silicon interpose

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星期三

  1. The Next Platform

    AMD 公布 Venice CPU 与 MI400 系列 GPU 路线图,瞄准智能体 AI 与机架级系统

    AMD 在 Advancing AI 2026 活动上公布服务器 CPU 与 Instinct GPU 路线图。Venice Epyc 9006 采用 Zen 6 与 Zen 6c 核心,最高 256 核 512 线程,顶配型号相较 Turin 每插槽性能提升 1.8 倍,并支持 PCI-Express 6.0。MI455X 基于 CDNA 5 架构,配备 432 GB HBM4 与 23.3 TB/sec 带宽,FP8 算力 20 petaflops;Helios 机架将搭载 72 颗 MI455X 与 18 颗 Venice HF CPU,AMD 称其每美元 token 数比 Vera-Rubin NVL72 机架最多高 30%。

    that support 12.8 GHz MRDIMMs or 8 GHz RDIMMs. AMD is focusing on faster memory, not newer DDR6 memory that will have lower yields and higher costs initially. The idea is to give agentic AI sandboxes, which are performing tasks (usually in Python) rather than thinking, the highest performance per rack and per watt and per dollar, “bar none,” according to Su. The top end Venice Zen 6 part has 128 cores, half as many as the Zen 6c part, and is optimized for lower cost and is aimed at enterprise b

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  2. Together AI Blog精选

    Together AI 与 Moonshot AI 达成战略合作,原生托管 Kimi 模型

    Together AI 宣布与 Moonshot AI 达成战略合作,成为 Moonshot 模型发布的启动平台,从 Kimi K3 开始并覆盖后续所有开放权重模型。开发者可通过 Together AI 美国托管基础设施获得 day zero 访问,并支持零数据保留与合规访问。Kimi K3 是迄今最大的开放模型,为 2.8T 参数稀疏 MoE 架构,原生支持视觉和 1M token 上下文窗口,面向长周期编码、智能体工作流、游戏开发和知识密集型任务。

    based expert load balancing, that Moonshot says combine to deliver roughly 2.5x better scaling efficiency compared to Kimi K2. The result is a model built for long-horizon coding, agentic workflows, game development, and knowledge-intensive tasks, with benchmark results that put it in direct competition with the leading proprietary systems on the market today. Kimi models are available across Together AI Inference products – including Serverless, Provisioned Throughput and Dedicated Inference. D

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星期五

  1. Cognition 模型 / Devin 博客精选

    Cognition 收购 Poke 母公司 The Interaction Company

    Cognition 宣布将 Poke 的开发方 The Interaction Company of California 收入麾下。Poke 是一款活在短信里的个人智能体,过去三个月用户与它互发消息超过 1 亿条,也是唯一获准在 Apple Messages 上原生发短信的 AI 智能体。Cognition 表示 Poke 用户目前可照常使用,后续会用自家模型和基础设施让 Poke 更快更稳定,并称 Devin 服务企业软件工程、Poke 面向个人日常,两者都押注常驻云端的智能体。

    Today, we’re welcoming The Interaction Company of California, the makers of Poke, to Cognition. If you’ve used Poke, you know why we’re so excited. Poke is a personal agent that lives in your texts. It messages you first, follows up with you, and feels less like software and more like a friend. People have exchanged more than 100 million messages with it in just the last three months, and it’s the only AI agent approved to text natively on Apple Messages. The Interaction team has built an agent

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星期四

  1. MIT News · Artificial Intelligence精选

    MIT 参与的 15 个项目入选美国能源部 Genesis Mission 第一阶段资助名单

    MIT 参与的 15 个合作项目入选美国能源部 Genesis Mission 第一阶段资助名单,其中 6 个由 MIT 研究人员牵头,相关资助尚待完成协议谈判。项目将展示并严格评估 AI 与科学研究相结合的工作流,覆盖量子传感、稀土元素提取、聚变建模、数字孪生和材料设计等方向。

    ndamental Physics MIT lead: Ronald Garcia Ruiz (Laboratory for Nuclear Science, LNS), associate professor of physics and Thomas A. Frank (1977) Career Development Professor; Multi-Agent Inverse Design of Block Polypeptoids Into Hierarchical Nanostructures MIT lead: Bradley Olsen (ChemE), Alexander and I. Michael Kasser (1960) Professor; CATALYST: Core Accelerated Trajectories with Augmented Learning bY Sim-to-experiment Transfer MIT lead: Cristina Rea (Plasma Science and Fusion Center), principa

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星期五

  1. The Register

    欧盟要求 Google 向竞品开放 Android AI 与搜索数据

    欧盟委员会宣布两项规格决定,要求 Google 允许第三方 AI 助手在 Android 上被语音激活并代用户操作应用,同时向其他搜索引擎和 AI 聊天机器人共享经匿名化处理的搜索数据。Google 全球事务总裁 Kent Walker 称这些决定会削弱隐私与安全护栏,并指出搜索数据仅做假名化而非完全匿名。搜索数据共享要求自 2027 年 1 月起生效,AI 互操作部分自 2027 年 7 月起生效。

    e testing Anthropic took more than two months to alert cops; AI systems are fully capable of carrying out nightmare attacks against infrastructure and nobody's ready Meanwhile, AI agents move robotic arms, 'make OT device operator screens lie'; Nvidia found $1B under the couch to help secure American scientific computing dominance Commitment comes as GPUzilla prepares to fortify Uncle Sam's arsenal with at least seven AI-optimized supers; TSMC taps GlobalFoundries to bolster US silicon interpose

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星期三

  1. DevClass

    Zig 作者称 Bun 用 Claude 完成的 Rust 重写是未经审查的劣质代码

    Bun 创始人 Jarred Sumner 上周宣布用约 50 个 Claude Code 工作流、11 天将 Bun 从 Zig 移植到 Rust,生成超百万行 Rust 代码,按 API 定价估算花费约 16.5 万美元,并通过了 Bun 超百万条断言的测试套件。Zig 作者 Andrew Kelley 发文批评这是未经审查的劣质代码,认为 Bun 长期存在激进发版、错误处理差和技术债问题,并质疑若测试套件无法发现 Zig 代码中的 bug,又如何能保证百万行未经审查的 Rust 代码质量。Zig 项目此前以不接受 AI 贡献为由,拒绝了 Bun 团队提交的改进。

    ces behind the project itself. Last week, Bun creator Jarred Sumner announced that he ported Bun from the Zig programming language to Rust in only 11 days, using a fleet of Claude agents running in parallel. The work cost an estimated $165,000 at API pricing, suggesting that software revisions previously considered too large to undertake could actually be feasible now with AI. Sumner said the port was necessary given the growing number of bugs Bun users were finding, including one implicated in

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星期四

  1. Ollama Blog

    Ollama 获 8800 万美元融资,公布 8.9 百万开发者规模

    Ollama 宣布完成 8800 万美元融资,投资方包括 Benchmark 的 Peter Fenton、Theory Ventures 的 Tomasz Tunguz、8VC 的 Alex Kolicich,以及 Docker 创始人 Solomon Hykes、ClickHouse CEO Aaron Katz、Y Combinator 等。官方称 Ollama 已服务 8.9 百万开发者,被 85% 的财富 500 强企业使用,其云服务 token 量平均每月翻倍以上。这笔资金将用于推进无缝混合推理、在新开源模型发布当天提供支持,以及让团队在不放弃所有权和隐私的前提下使用最强模型。

    Ollama founders

    und three principles that matter most to our customers and community: Ownership. Open models are yours to keep, customize, and optimize. You’re never locked out of the models your agent or app depends on, and you have complete freedom to change them. Affordability. Models that run on your own hardware don’t come with runaway per-token bills. You can experiment, iterate, and ship without worrying that every prompt is adding cost. Privacy. With open models that can run locally, your data never has

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星期三

  1. Prime Intellect

    Prime Intellect 完成 1.3 亿美元 A 轮融资,累计超 1.5 亿美元

    Prime Intellect 宣布完成 1.3 亿美元 A 轮融资,由 Radical Ventures 领投,NVIDIA Ventures、Intel Capital、Dell Technologies Capital 及现有投资方参投,累计融资超过 1.5 亿美元。公司称其开源超级智能栈覆盖计算、大规模 RL、环境、沙箱、评测与部署,客户超过 6000 家,年化收入已超过 1 亿美元。文中提到 Ramp 用其后训练栈训练的 35B 模型在表格搜索任务上超过 Opus,速度比 Haiku 快 27% 且成本更低。

    $130M Series A to Build the Open Superintelligence Stack

    a handful of labs. RL breaks that open: companies can now own their model optimization loop — train directly on their own product, optimize for their specific workflows, and build agents that improve continuously in production. Owning this loop is how you build a compounding moat in the agentic era. The only missing piece has been the infrastructure — until now, it lived exclusively inside the labs. The Open Superintelligence Stack We train open frontier models and ship the same stack to our cus

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星期四

  1. The Register

    Godot 重写贡献政策,禁止 AI 生成代码提交

    开源游戏引擎 Godot 团队宣布正在重写贡献政策,禁止几乎所有的 AI 贡献,理由是大量疑似 AI 生成的 pull request 涌入,且重度 AI 用户无法理解自己的代码、难以回应审查反馈。新贡献者(合并 PR 不超过 3 个)提交新功能或重大重构需先获得维护者明确许可,贡献讨论须保持人类对人类的沟通,AI 辅助仅限代码补全、正则、查找替换等琐碎用途且须在 PR 中披露。自主智能体提交或 vibe coding 内容仍会被 GitHub 仓库自动封禁,政策尚未正式修订,发布时间未定。

    xplicit permission from maintainers if they want to submit new features or significant refactoring to Godot's codebase. This, the team said, is a bid to exclude vibe coders and AI agents and nurture a group of contributors who understand the Godot codebase and are willing to communicate with the team to learn more about it. On that note, contribution discussions will be required to remain human-to-human, too: No AI agents or bots clogging up the comms channels, unless they're being used to trans

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星期二

  1. Air Street Press

    Odyssey 完成 $310M Series B 融资,估值达 $1.45B

    Odyssey 上周宣布完成 $310M Series B 融资,估值达 $1.45B,由 Natural Capital 领投,Amazon、GV、AMD Ventures、EQT 和 IQT 等参投。其世界模型产品包括实时生成同步音视频的 Starchild-1、维持多参与者共享状态的 Agora-1,以及通过主动探索缺陷来改进模型的强化学习智能体 PROWL。

    leneck is experience, and over the past year Odyssey has attacked it from three directions: 1) making each moment richer, 2) making experience shared and persistent for people and agents, and 3) teaching models to generate their own. First, richer experience. Most world models are mute, which is not only bizarre to experience but means that a rich information stream is discarded. Sound is where collisions, distance, intent, rhythm, and emotion live. Nothing is in the intellect, as the line goes,

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  2. Trail of Bits Blog精选

    Trail of Bits 推出 Patch the Planet,首周向 19 个开源项目提交 64 个 PR

    Trail of Bits 与 OpenAI 的 Daybreak 计划合作推出 Patch the Planet,用 GPT-5.5-Cyber 等前沿模型排查关键开源项目安全问题,首周在 19 个项目中发现数百个 bug,提交 64 个 pull request 和 51 个 issue,其中 37 个 PR 已合并、19 个 issue 已修复关闭。覆盖项目包括 cURL、NATS、pyca、Sigstore、aiohttp、Go、Python、urllib3、PyPI、SimpleX、Valkey 和 RustCrypto 等,目前已有超过 30 个项目加入。Trail of Bits 认为安全工作的难点已从发现漏洞转向确认、定级、编写可被接受的补丁和协调披露,并建议维护者用去重、误报过滤和严重性校正来应对 AI 生成报告。

    “Live look at the Trail of Bits engineering teams”

    nths of security news, this week makes one thing clear: the expensive part of security work has moved. Arming Codex with fuzzing campaigns, variant analysis, differential testing, agentic searching, and similar techniques produces real vulnerabilities and compresses weeks or months of manual effort into hours. The advantage is no longer in finding bugs, but everything after: confirming a finding, getting its severity right, writing a patch a maintainer will accept, hardening the surrounding code

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星期二

  1. The Register精选

    Anthropic 递交 IPO 申请,估值 9650 亿美元超过 OpenAI

    Anthropic 周一宣布已向美国 SEC 递交保密版 S-1 文件,为首次公开募股铺路,具体发行股数和价格尚未确定。此前该公司完成 650 亿美元 H 轮融资,投后估值达 9650 亿美元,超过 OpenAI 最近公布的 8520 亿美元估值。报道称 Anthropic 收入高于 OpenAI,但用户规模仅为后者一小部分,其真实财务状况要等 IPO 文件公开后才能评估。

    e testing Anthropic took more than two months to alert cops; AI systems are fully capable of carrying out nightmare attacks against infrastructure and nobody's ready Meanwhile, AI agents move robotic arms, 'make OT device operator screens lie'; Nvidia found $1B under the couch to help secure American scientific computing dominance Commitment comes as GPUzilla prepares to fortify Uncle Sam's arsenal with at least seven AI-optimized supers; TSMC taps GlobalFoundries to bolster US silicon interpose

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星期三

  1. Cognition 模型 / Devin 博客

    Cognition 融资超 10 亿美元,估值达 260 亿美元

    Cognition 完成超 10 亿美元融资,估值 260 亿美元,由 Lux Capital、General Catalyst 和 8VC 领投,Founders Fund 等老股东跟投。公司称今年以来企业用量增长超过 10 倍,run-rate 收入达到 4.92 亿美元,客户包括花旗、奔驰、高盛、美国陆军和海军等。Cognition 还表示其工程团队提交的代码中 89% 由 Devin 完成,并已推出 SWE-1.6 模型。

    re also excited to welcome new investors including Ribbit Capital, Atreides, and Layer Global. We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software. Our enterprise usage has grown 10x since the start of this year, and our run-rate revenue grew to $492M. As we’ve scaled, Cognition has become a trusted partner for the world’s largest and most impactful organizati

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星期六

  1. Mistral AI

    Mistral 收购 Physics AI 公司 Emmi AI

    Mistral AI 宣布已达成收购 Physics AI 先驱 Emmi AI 的最终协议,以强化其面向工业企业的 AI 转型服务能力。Emmi AI 总部位于奥地利,专注物理 AI 与大型工程模型,可把多日计算替换为实时仿真并构建数字孪生。其联合创始人及 30 多名研究人员和工程师将于 5 月加入 Mistral 的 Science 与 Applied AI 团队。

    o accelerate engineering and manufacturing globally. As part of this mission, the company is extending its models’ capabilities to understand and model physics; and is enabling AI agents to use existing engineering tools. With the acquisition of Emmi AI, Mistral significantly enriches its products and expertise in this domain, aiming to accelerate the work of engineering solution teams worldwide. The acquisition also accelerates our Science roadmap, advancing our understanding of fundamental phy

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