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星期六

  1. Newcomer 新闻长文

    OpenAI 年化收入被指比报道低 200 亿美元,欧美开源模型挑战中国厂商

    《金融时报》报道称 OpenAI 向投资人展示的年化收入比此前广泛引用的 700 亿美元低 200 亿美元,原因是 OpenAI 使用净收入口径而 Anthropic 使用包含合作伙伴销售额的总收入口径;彭博社随后报道 OpenAI 预计到年底达到 700 亿美元年化收入。同期美国 Reflection 的 Beam、法国 Mistral 的 Large 4 和德国 Aleph Alpha 的 Kolibri 三款开源模型发布,均以 AI 主权为卖点对标 DeepSeek 等中国厂商,但受访投资人表示其被投企业大多并不在意开源模型的国家来源。GLM 5.3、Kimi K3、DeepSeek V4.1 等中国模型仍在 Baseten 和 Fireworks 等云平台上最受欢迎,DeepSeek 据彭博社报道接近完成由腾讯和宁德时代联合领投的 120 亿美元融资。

    Madeline Renbarger's avatar

    e compared to Anthropic's because it’s been using a net figure while Anthropic has been using gross (ie Anthropic's number includes the sales of models by partners like Amazon and Microsoft, even though the partners take a percentage of those sales). But when the FT got its hands on OpenAI's latest revenue figure — circulated as part of the company's current funding round — the paper blew it up into a headline saying it was $20 billion below earlier reports. The story explained this, but stocks

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星期五

  1. The Verge AI

    特朗普强推“super intelligence”改名,AI行业术语之争升温

    特朗普签署行政令,要求尽可能避免使用“AI”一词,改称“super intelligence”,并将坚持使用“Artificial Intelligence”的人称为“THE ENEMY”。美国AI标准与创新中心(CAISI)已更名为CAISSI,司法部新闻稿也改用该说法。文章指出,“superintelligence”一词由 Nick Bostrom 在2014年同名书中普及,本指可能超越人类思维的高级AI,而非整个AI类别,强行推广反而削弱企业用该词宣传新产品的能力,且国会与现有法律仍在使用“artificial intelligence”。

    the current iteration of the tech. Trump adopting “super intelligence” might seem good for companies that had already hitched their wagon to superintelligence, including Meta and Microsoft. And as public opinion turns against AI, some in the industry may desire a rebrand. But forcing immediate adoption of SI also undercuts companies’ ability to promote big, new, flashy AI products as “superintelligent”, instead applying the term to everything from a future machine god to years-old music-slop ge

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  2. MIT Tech Review

    The Download:AI 的拒绝难题与减肥药副作用

    MIT Tech Review 的 The Download 指出,当前 AI 模型被训练去拒绝大量提示词,但拒绝会失败,有人正试图用 AI 强化生物病原体、构建自主无人机蜂群。本期还报道 GLP-1 药物可能延缓生物衰老的新研究,以及其胃肠道反应、脱发、指甲病变和眼后神经损伤等副作用。远景能源成为首家完全用可再生能源直接供电数据中心的企业。

    energy . —Cici Zhang The must-reads I’ve combed the internet to find you today’s most fun/important/scary/fascinating stories about technology. 1 The US has frozen green cards for Microsoft and other IT firms It’s accused them of using visa fraud to replace American workers. ( CNBC ) + And suspended them from a key green-card program. ( AP ) + Adobe, Infosys, Tata, and other IT firms are also affected. ( TechCrunch ) + Microsoft says 80% of its H-1B filings involved existing staff. ( BBC ) 2 A d

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  3. Rohan Paul

    微软 TeleTune:从原始使用日志学习智能体技能

    微软论文提出 TeleTune,让智能体从原始使用日志中学习软件技能,只保留能更好预测用户下一步动作的技能编辑。该方法无需实时测试环境,因为旧日志上的下一动作准确率与线上成功率一致;它先猜测每个会话的目标,再用文本技能库预测日志中的每个动作,错误猜测触发库编辑,仅在留出日志上准确率提升时保留。此前 Agent Workflow Memory 等方法需要目标标注样本或实时环境。

    New Microsoft paper shows that agents can learn software skills from raw usage logs by keeping only skill edits that better predict users' next actions. i.e. You do not need a live test environment to check whether a new agent skill helps, because next-action accuracy on old logs tracked live success. Usage logs hold lots of know-how, but they record no goals, often mix several tasks, and cannot be replayed. Earlier methods, like Agent Workflow Memory, need goal-labeled examples or a live enviro

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  4. BBC Technology

    Anthropic 更新使用政策,禁止用户持续辱骂其 AI

    Anthropic 于周四更新使用政策,将“持续且无必要”的辱骂行为列入禁止清单,允许其工具在用户表现出“残忍”时终止对话,此前这类处理只在“罕见”情况下发生。该政策仅适用于反复辱骂的“极端情况”,不涉及常见的用户不满、反驳、黑暗创作主题或模型测试与研究,但 Anthropic 如何界定“辱骂或残忍行为”仍不明确。更新还禁止将 Claude 用于“欺骗性活动”,并明确其不得被用来“欺骗选民或扰乱选举”。

    ology partner at Irish law firm William Fry, on LinkedIn, external. "This level of anthropomorphisation of AI is harmful. It leads people to believe that it's something it's not." Microsoft AI director Mustafa Suleyman, who in September criticised rival firm Anthropic for treating AI like it is human, reacted to Anthropic's update with a melting face emoji. What is AI, how does it work and why are some people concerned about it?Published14 September; The people who think AI might become consciou

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  5. The Rundown AI

    三名被解雇的 OpenAI 安全研究员公开反驳公司说法

    被 OpenAI 以不当处理敏感信息为由解雇的三名安全研究员 Tomek Korbak、Jasmine Wang 和 Mikita Balesni 发表公开信,否认相关指控,并警告此次解雇正在冷却 OpenAI 的安全文化。他们表示自己的行为均在职责范围内,其中 Wang 称其访问高管邮箱系招聘授权,并在数分钟内上报了误开的一封敏感邮件。OpenAI 对 TechCrunch 回应称解雇与提出安全关切无关,涉事者存在一系列不当行为。

    ble consciousness Why it matters: Anthropic says it doesn’t know if Claude is conscious, and this rule acts on that doubt. Not everyone agrees with the approach, though, including Microsoft AI’s Mustafa Suleyman, who argues models can’t feel or suffer and warns that treating them as if they might could eventually make AI harder to control from the safety front. QUICK HITS ▸ Andrew used AI to revive a 15-year-old MinecraftEdu world Today’s workflow comes from reader Andrew Bartlett: “MinecraftEdu

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  6. LlamaIndex 产品、工程与评测

    2026 年最佳多语言 OCR 软件盘点:LlamaParse、Google Document AI、Azure AI Document Intelligence、PaddleOCR 与 Tesseract 对比

    LlamaIndex 发布 2026 年最佳多语言 OCR 软件盘点,对比 LlamaParse、Google Document AI、Azure AI Document Intelligence、PaddleOCR 和 Tesseract。文章指出多数 OCR 软件基于英文文档训练和评测,厂商公布的准确率往往只反映干净的拉丁字母印刷文档,转向其他语言、其他文字系统或同页混排多语言的文档时性能会明显下降。评估多语言 OCR 需关注真正的多文字系统支持、跨文档惯例的版面感知、混合语言文档处理、按语言和字段的置信度评分以及格式灵活性。

    telligence Azure Document Intelligence covers over 100 languages and performs reliably on structured, form-type documents across a broad range of scripts. The integration into the Microsoft enterprise ecosystem is a practical advantage for organizations already running on Azure. It handles standard document types well and the prebuilt models for common formats like invoices and identity documents reduce implementation time. Complex, unstructured documents and genuinely novel layouts are where ac

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  7. MarkTechPost

    Google Cloud 发布 Gemini Agent 企业通用智能体

    Google Cloud 在 Gemini at Work 活动上发布 Gemini Agent,一个面向企业工作的统一智能体,可从单一提示框和单一 API 完成问答、知识工作、媒体生成以及代码编写与运行。它目前编排 Google 的 Gemini 模型与 Anthropic 的 Claude 模型,并计划接入更多私有和开源模型;每个智能体拥有加密认证身份、最小权限和独立审计日志,项目可设置硬性支出上限,触发后该项目智能体暂停直至人工恢复。Google 称其 TPU 8i 系统相比上一代性价比提升 80%,但该智能体尚无基准测试、价格和正式发布(GA)日期。

    I. For developers, the agent is the product and the model is a routing decision. TL;DR Runs on: Google Cloud (AI Hypercomputer). Reached from web, mobile, desktop, CLI, Workspace, Microsoft 365, Slack, or headless; Best: Bloomberg Media lifted SQL query accuracy by 63% by grounding data agents in Knowledge Catalog; Bottom line: Best: 1 governed agent with cloud memory, sub-agents and hard spend caps; Worst: buyers must evaluate it on customer anecdotes, not reproducible numbers What is the Googl

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  8. AI Business

    Google 发布职场智能体 Gemini Agent,接入 Workspace 工作流

    Google 在 Gemini at Work 2026 大会上推出首个职场个人智能体 Gemini Agent,它可加载企业业务上下文,在单一提示框中完成问答、内容创作和编码,并接入 Docs、Drive、Sheets 等 Google Workspace 应用。企业使用时可选择 Gemini 模型或 Anthropic Claude,但分析师指出跨 SAP、Salesforce、Oracle 等系统的组织级权限,以及模型调用成本管理,仍是落地难点。该智能体支持网页、iOS 和 Android 设备,运行在云端,提供统一的记忆、上下文和个性化图谱,并可创建执行特定任务的子智能体。

    get. “It’s an everyday use of a personal assistant in your everyday work.” While Google is the first frontier AI developer with a workplace personal agent, rivals such as Meta and Microsoft have launched their own digital workers. Meta introduced the Muse personal agent last month; it carries out long-running tasks for consumers and could appeal to small businesses. Microsoft, meanwhile, introduced Copilot Autopilot, an AI digital teammate for enterprise teams. “It’s the lowest hanging fruit to

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  9. Computerworld

    Google 将 Gemini Pro 限制为 AI Pro 和 AI Ultra 订阅用户专享

    Google 调整 Gemini 模型的使用权限,免费用户只能使用 Gemini Flash Lite,Gemini Pro 仅向 Google AI Pro 和 AI Ultra 付费订阅用户开放。文章引用 Andreessen Horowitz 的调查称,四分之一美国消费者每天使用 AI,但只有 4.5% 拥有 ChatGPT、Gemini 或 Claude 的付费订阅,且 Claude 在消费者中已超过 Gemini。

    — but not to train its AI Sep 25, 2026 2 mins Show me more Google positions Gemini 4 Argon for long-horizon agentic work China clears Alibaba’s Qwen AI just in time for iPhone Duo Microsoft knows it robbed publishers to train AI. It just doesn’t care Can your tech stack actually handle AI? Microsoft Copilot Growth, ClaudeBleed Risk, LinkedIn GDPR Complaint | Ep. 84 AI agents are starting to talk to each other. Here’s what could go wrong AI slop is creating more work, not less. Here's why. Why AI

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  10. Latent Space

    OpenAI 解雇三名安全人员,当事人发公开信回应

    Tomek Korbak、Mikita Balesni 和 Jasmine Wang 称上周被 OpenAI 解雇,并发表致管理层的公开信,认为原因是他们优先考虑安全而非公司短期利益。OpenAI 方面表示三人不当处理了机密信息,Wang 称被告知的唯一理由是她访问了一名高管的邮件,Korbak 称被口头告知问题出在他与 METR 的沟通方式。Korbak 曾是 OpenAI 与 METR 审计夏季事件的主要技术联系人,他担心 OpenAI 会借此减少与 METR 的合作。

    ity case for NPO/CPO (notes); HBM: SemiAnalysis says SK Hynix’s acknowledgment that 16-hi is difficult undercuts the case for D2W hybrid bonding in HBM (SemiAnalysis); Sandboxing: Microsoft open-sourced mxc, a cross-platform sandbox using bubblewrap, seatbelt and process containers, plus Quicksand, a QEMU-based library (Willison).Unsloth adoption: Unsloth added OS-level sandboxing with under 100ms per tool call (Unsloth); Research:RoboJEPA (Meta/Mila): An 8B JEPA trained on 15K hours of robot vi

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  11. The New Stack

    Harness 收购 Augment Code 的 Cosmos 软件工厂与编码智能体

    Harness 周四宣布收购 Augment Code 的 Cosmos 软件工厂、Auggie CLI 和 Code Context Engine 及其团队,金额未披露,Cosmos 将更名为 Harness Cosmos Software Factory Agent。Cosmos 通过 MCP 与 Harness 的交付历史、安全发现和软件交付知识图谱相连,可把需求或 bug 报告推进到 pull request,并在隔离 VM 中编写和测试代码。Harness 表示下游智能体在测试、安全或部署中发现的问题会带着上下文回传给 Cosmos 修复,目前通过工单流程运行,Agent Harness 的身份与策略整合仍在进行中。

    ogress,” and the company hasn’t explained how permissions will work across the two systems once that lands, a gap that stands out as the industry moves toward agent identity, with Microsoft giving its Copilot agents identities of their own . Cosmos runs agents in isolated VMs with configurable review checkpoints, and while role-based access controls set the outer boundary on what production data the agent can reach through the delivery graph, it remains unclear which downstream actions it can ta

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  12. The Decoder

    Anthropic 为 Claude 推出 Dashboards 与 Motion 两项 beta 功能

    Anthropic 为 Claude 推出两项 beta 功能:Dashboards 可连接 BigQuery、Databricks、Snowflake、Salesforce 等数据源,通过文本提示生成自动更新的实时看板,每个数字都会显示其底层查询,结果还能接入 Amplitude、Grafana、Hex 等工具;Motion 则用文本、图表和图片生成动画讲解视频,支持以代码方式编辑并导出 MP4。Dashboards 面向付费用户,Motion 面向 Team 和 Enterprise 套餐。Docs、Slides、Design 结束 beta,向包括免费账号在内的所有套餐开放,Anthropic 称这些工具已创建超过 4500 万份文档。此前公布的 Claude Design 将于 12 月 14 日并入主应用,并提供迁移指南。

    table as code and exportable as MP4. Dashboards is available for paid users, Motion for Team and Enterprise plans. Docs, Slides, and Design are leaving beta and now work across all plans, including free accounts. Anthropic says more than 45 million documents have been created with these tools. That traction might be one reason Microsoft is reportedly cutting back on Claude usage . The earlier announced Claude Design will be folded into the main app by December 14. A migration guide is available.

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  13. Tessl:产品与工程博客

    Tessl 将 One Brain 演讲转化为智能体可用的技能

    Tessl 把 Leapfrog 在 AI Native DevCon 上关于“One Brain”组织记忆的演讲转化为智能体可用的技能。Leapfrog 用小团队搭建了基于 OpenClaw、GitHub 仓库、Obsidian 和 Telegram 的本地知识栈,研究结构约含 1,200 个文件,并另设客户信息库,通过自然语言查询公司知识与创作流程上下文。

    Robert Overweg

    u own and can improve gradually. The first return you get is a natural-language sparring partner. Instead of searching for files, I can search for ideas. I can ask, "What was that Microsoft CI/CD model again?" and the system can connect the vague memory to the right research. Because it also understands my context, it can ask whether I mean the material for a talk or a specific internal project. That is the difference between file retrieval and organizational memory. The system is not only locat

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  14. AWS Machine Learning

    如何用 Amazon SageMaker HyperPod 实现多团队共享 GPU 集群的隔离与公平

    Amazon SageMaker HyperPod 推出基于 EKS 的多租户参考架构,让多个团队共享同一 GPU 集群。该架构用 AWS IAM Identity Center 做集中认证、按团队划分 SageMaker AI 域和 Kubernetes 命名空间实现隔离,并通过 HyperPod Task Governance 公平分配资源、按命名空间分摊成本。

    Layered multi-tenant HyperPod EKS architecture from user identity through authorization to isolated team namespaces

    Team B) interact with the system through two paths. Both paths authenticate through the AWS IAM Identity Center Portal, which federates with an external identity provider (such as Microsoft Entra ID) shown at the bottom-left. The first path is through CLI access. Users authenticate with aws sso login, which redirects them to the Identity Center portal, and then obtain temporary credentials from their team’s permission set to submit tasks directly to the EKS cluster with kubectl. In the diagram,

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  15. Unsloth精选

    Unsloth 与 Windows 合作引入 mxc 沙箱,开销低于 100 ms

    Unsloth 宣布与 Windows 合作,将 mxc 的 OS 级沙箱能力接入 Unsloth,用于沙箱化代码执行,额外开销不到 100 ms。微软同时开源了用于沙箱化代码执行的仓库 mxc,推文中给出了 GitHub 仓库和指南链接。

    Windows now has sandboxing! Microsoft released an open-source repo, mxc, for sandboxed code execution. We collaborated with Windows to add mxc OS level sandboxing to Unsloth which adds just <100 ms of overhead.

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星期四

  1. 9to5Google

    Best Buy 开箱特惠:Galaxy Z Fold 8、Pixel 11 Pro 大幅降价

    Best Buy 的 Techtober 促销中,Galaxy Z Fold 8 开箱机最高优惠 628 美元,256GB 版 1322 美元起,512GB 版 1472 美元起;Pixel 11 Pro 开箱机最高优惠近 400 美元,256GB Canyon 版 701 美元。2026 款 Nothing Headphone (a) 在亚马逊降至 129 美元。

    es that perfectly. What headphones should I get for Prime Day? Apple, Bose, or Sony (Up to $120 off) All of the new NVIDIA RTX Spark-powered Copilot+ PCs now up for pre-order from Microsoft, Dell, HP, and more Windows laptops & PCs start at just $179 in Best Buy’s updated Techtober Sale: Copilot+ PCs, OLED models, more up to $770 off Amazon’s fall Prime Day sale may be over, but Best Buy’s Techtober Sale is still going strong with plenty of deals across PCs, Apple gear, appliances, and more. In

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  2. Publickey

    さくらインターネット推出「さくらのAI Engine プライベートエディション」,GPU 专享按月定额计费

    さくらインターネット宣布推出「さくらのAI Engine プライベートエディション」,企业可专享 GPU,以月额定额方式使用自研、微调或开源权重等多种大语言模型,无需担心 token 消耗量。该服务在日本国内数据中心运行,数据与模型资产不出外部,并支持闭域连接,10 月 8 日起提供,价格需向さくらインターネット咨询。

    域接続にも対応します。 提供開始は今月(2026年10月)8日から。料金はさくらインターネットへの問い合わせとなります。 IT系の雑誌編集者、オンラインメディア発行人を経て独立。2009年にPublickeyを開始しました。 (詳しいプロフィール) Publickeyの新着情報をチェックしませんか? Windows上でAIエージェントの実行を安全に隔離する「Microsoft Execution Containers」(MXC)正式リリース。ファイルやネットワークなどの境界を柔軟にカスタマイズ; Webアプリフレームワークの「SvelteKit 3」正式リリース。設定をViteに集約、型安全やエラー処理の改善など; 「情シスって楽しい」がテーマ。チームみらい安野党首、ひろゆき氏、OpenID Foundation崎村氏らが登壇。BTCONJP 2026[PR]; Deno開発元がCloudflareに合流。Denoの開発は終了へ、今後はCloudflare WorkersとDurable Objectsのオープンソース実装に注力; さくらインターネット、GPU専有によりトークン消費量を

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  3. The Verge AI

    《Artificial》:一部既尖刻讽刺又忠于事实的 Sam Altman 传记片

    Luca Guadagnino 执导的讽刺电影《Artificial》在纽约电影节首映,聚焦 OpenAI CEO Sam Altman 的崛起与被短暂罢免,Andrew Garfield 饰演 Altman。影片按真实里程碑分章叙事,从 2000 年代初 Ilya Sutskever 在多伦多大学结识 Geoffrey Hinton,到 2012 年技术以逾 4000 万美元被 Google 收购、2013 年两人加入 Google、2015 年 Menlo Park 晚宴,以及 2017 年 OpenAI 系统在 Dota 2 中击败人类冠军。

    the board has the power to fire anyone, including him — which he brings up whenever people are worried about an undue concentration of power at the company — he immediately dials Microsoft CEO Satya Nadella and begs for his support, then convenes a cabal of OpenAI executives and employees at his home over a few days to either get his role back or take everyone with him to Microsoft, effectively leaving OpenAI behind as a shell company. When the board invites him back to the OpenAI offices to di

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  4. ElevenLabs Blog

    ElevenLabs 会议转录 API:如何搭建 STT 会议 API

    ElevenLabs 提供 Scribe v2 与 Scribe v2 Realtime 两款语音模型,用于构建会议转录 API,支持 90+ 种语言。Scribe v2 Realtime 实现音频输入到文本输出 150 ms 低延迟,支持最多 50 个关键术语提示;Scribe v2 则用于会后批量转录,准确率更高、成本更低。企业用户还可启用 Zero Retention Mode 满足隐私要求。

    Why teams build custom meeting transcription API: privacy, vocabulary, workflow, and searchable AI context.

    bots. Zoom lets you transcribe conversations in real time or after the meeting ends using the Zoom API. Meanwhile, you use the Graph API to retrieve post-meeting transcriptions in Microsoft Teams. What's the difference between real-time and batch transcription? Real-time transcription converts audio streams into captions instantly, while batch transcription processes recordings after the conversation ends. Because batch transcription has a larger context window, it is more precise than real-time

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