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星期三

  1. ChinaTalk

    习近平访问华盛顿:ChinaTalk 播客对话 Julian Gewirtz

    ChinaTalk 播客在习近平自 2015 年以来首次访问白宫前几天,邀请前拜登国安会中国事务主任 Julian Gewirtz 讨论此次国事访问。双方认为此行缺乏实质性议程,特朗普主要想要场面和曝光,而中方对访问筹备不足感到焦虑,17% 美国人对习近平持正面印象。

    Trump has either made the calculation that China isn’t that salient to voters and it just doesn’t matter, or he just doesn’t care. He wants to do this, and he views the political laws of gravity as applying to other people. Either way, some Republicans in battleground states will have to do some tap dancing. But the core question — and we’ll run the natural experiment in real time — is whether Americans do care, whether Trump’s high-risk gamble on the political timing is in fact right. That is i

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  2. The Rundown AI

    Anthropic 与 OpenAI 相隔 90 分钟发布 Claude Opus 5.5 和 GPT-6 Sol、Luna

    Anthropic 发布 Claude Opus 5.5,在 AA 的 Intelligence Index 上以 58 分登顶,超过此前领先的 Fable 5.1 和 GPT-6 Astra 的 53 分,价格比前代低 40%;OpenAI 随后推出 GPT-6 Sol 和 Luna,得分较 5.6 对应版本略有提升,价格减半,Luna 为每百万 token 0.10/0.50 美元,Sol 为 2/10 美元。Anthropic 称 5.5 在其内部对齐基准上取得迄今最好成绩,并改进了被批评的 Claudish 写作风格;这是 Anthropic 提出 pacing 后的首个发布,Sam Altman 表示 pacing 并不意味着停止。

    do this Tell Codex to test the app in the simulator. When it opens, prompt: “Scan for App Store readiness, list what’s missing, then fix it and package it for Xcode” The Rundown: AWS re:Invent returns to Las Vegas, Nov. 30 to Dec. 4, with 2,200+ sessions and 70% hands-on, giving builders the option to design a week that matches how you work. Stack workshops, code talks, and builders’ sessions back to back, or leave room to go deep on one track. While onsite, you can: Map a personalized agenda a

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  3. Latent Space

    Anthropic 发布 Claude Opus 5.5,OpenAI 同日推出 GPT-6 Sol 与 Luna

    Anthropic 发布 Claude Opus 5.5,称其为新 Claude 5.5 家族首个模型,多数任务达到 Claude Fable 5.1 水平,运行成本比 Opus 5 低 40%,并已成为 Claude Code 和 Claude 应用的默认模型。OpenAI 约一小时后发布 GPT-6 Sol 和 Luna,定价分别为每百万 token 输入/输出 2 美元/10 美元和 0.10 美元/0.50 美元,均比 GPT-5.6 前代便宜约 50%。Opus 5.5 的系统卡还报告了最多 100 个并行智能体的多智能体扩展结果,Sonnet 5.5 和 Haiku 5.5 将在未来几周跟进。

    d reports scaling up to 100 parallel agents in Section 8.12. @scaling01 called it the first lab report of its kind. @maksym andr highlighted it as evidence on multi-agent scaling laws. ProgramBench caveats. ProgramBench author @OfirPress flagged that Anthropic’s near‑100% solve rate comes from a 166/200 subset. That subset likely excludes the hardest programs, such as FFmpeg and the PHP compiler. He also flagged a metric mismatch ( @OfirPress , @OfirPress ): Anthropic reports average test pass r

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  4. Anthropic:Claude.dev 开发者博客

    Anthropic 如何用 Claude 两周让 claude.ai 提速 3 倍

    Anthropic 在两周冲刺中把 claude.ai 和 Claude 桌面应用的核心体验提速约 3 倍,75 分位下全新加载的可输入页面从 3.1 秒降到 0.55 秒,新建 Claude Code 会话从 0.8 秒降到 0.3 秒,加载 Claude Cowork 云会话从 2.6 秒降到 0.73 秒。团队用 Claude Tag(beta)在单个 Slack 频道内驱动流程,合并了三千多个改动且没有出现面向客户的事故或回滚。做法上,Claude 通过 Datadog MCP server 分析使用数据,锁定占 95% 用户活动的四条路径,并建立指令计数、React commit、样式重算等可在实验室复现的基准,再以 CI 棘轮和功能开关控制风险。

    Side-by-side recording of the claude.ai sidebar loading. Before, the rows arrive late and rearrange: ten rows jump, nine appear and four vanish. After, the rows fill in where they will stay, and nothing moves.

    cording — it’s Chrome resizing the page, not the handoff from the static composer to the real one (that measured 0 px on all 49 of your loads today). On the new-tab page, Chrome draws its own 56 px footer below the page (“Managed by anthropic.com · Customize Chrome”). When the tab navigates to claude.ai the footer goes away and the page gets 56 px taller, but only 100 ms after our first paint; /new puts the greeting and composer 18% of the page height from the top, so they drop 0.18 × 56 ≈ 10 px

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  5. Baseten Base Labs:模型研究

    蒸馏何时对强化学习有帮助?Base Labs 研究

    Baseten Base Labs 用 Qwen3 0.6B、1.7B、4B、8B 四个规模对比 GRPO 直接强化学习与先蒸馏(SFT)再强化学习,蒸馏在 RL 前均提升准确率,但 RL 后收益随学生模型增大而递减:0.6B 提升 11.3%、1.7B 提升 13.1%、4B 仅 2.1%,8B 时纯 RL 反而高出 6.4%。

    dicts rank inversion via entropy collapse under RLVR. arXiv:2606.18487; Busbridge, D., Shidani, A., Weers, F., Ramapuram, J., Littwin, E., & Webb, R. (2025). Distillation scaling laws. ICML 2025, PMLR 267. proceedings.mlr.press/v267/busbridge25a; Kim, M., Shrestha, A., Shrestha, S., Nepal, A., & Ross, K. (2025). Reinforcement learning vs. distillation: Understanding accuracy and capability in LLM reasoning. arXiv:2505.14216; Li, J., Lin, H., Lu, H., Wen, K., Yang, Z., et al. (2025). QuestA: Expa

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  6. AWS Machine Learning

    用 Strands Evals 和 Amazon Bedrock AgentCore 评估配备技能的智能体

    Strands Evals SDK 与 Amazon Bedrock AgentCore Evaluations 新增面向技能的三类评估器:Skill Selection Accuracy 对每个被调用技能返回二元结果,Skill Instruction Following 对每个规定步骤给出五级评分,Strands Evals 还提供确定性的 Skill Invoked 检查。这些评估器可基于 Strands Evals 记录的轨迹或 OpenTelemetry trace 运行,用于定位技能选错与指令未完整执行两类失败,均通过 AgentCore CLI 操作。

    由于基于评判器的评估器会返回每个被调用技能的结果,多技能运行仍然可诊断:你可以识别出是哪个选择结果或指令遵循结果拉低了聚合分数。如果没有调用任何技能,基于评判器的评估器不会产生分数。当回归测试具有已知的路由要求时,将它们与 SkillInvoked 搭配使用。 先决条件 Python 3.10 或更高版本;一个具有 Amazon Bedrock 访问权限的 AWS 账户,以及具有评判器模型 InvokeModel 权限的凭证 要跟随 Strands Evals 部分,请安装这些 SDK: 你还需要一次已记录的智能体运行。技能评估器接受 Strands Evals Session 或原始消息列表作为轨迹。在发布时,技能提取可识别来自 Strands AgentSkills 插件、Claude Code、Claude Agent SDK、OpenAI Agents SDK、Codex、Gemini CLI、OpenHands、Google ADK 以及通用 SKILL.md 文件读取的信号。 要跟随 AgentCore Evaluations 部分,你需要: 一个托管在 Amazon Be

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  7. The Next Platform

    向量搜索已成数据库内建数据类型,但成本账并未消失

    近似最近邻搜索已普遍成为 Postgres、Elasticsearch、OpenSearch、ClickHouse、MongoDB、Redis 等现有数据库中的一种列类型,专用向量数据库的独立价值随之减弱。但成本并未消失:内存占用由向量数量与维度决定,100 万个 1536 维 float32 向量约需 6.1 GB,HNSW 索引可达原始向量的 2-5 倍,量化与磁盘 ANN 成为主要降本手段。

    fying. The design move at billion scale vector search is tiering - hot vectors in RAM-backed HNSW, cold vectors quantized on disk or in object storage, whereas some solutions like AWS S3 Vectors and Turbopuffer still allow to enjoy both worlds – large scale vector search at decent performance and low cost. Because the engines have converged on the same algorithm and the same compression toolkit, the self-managed versus managed decision is no longer about capability. Both can do HNSW, both can qu

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星期二

  1. Ed Zitron 长文 / Where’s Your Ed At

    Ed Zitron 长文质疑 AI 数据中心产能:大量 GPU 仍堆在仓库

    Ed Zitron 在长文中质疑 AI 数据中心的真实产能,认为微软等超大规模厂商用 gigawatt 这类模糊说法夸大了 AI 算力上线规模。他引用微软约 2.2 million 颗 GPU、约 1.993GW 容量与约 50 billion 美元 GPU 的数据,对比其自 2022 年以来约 265 billion 美元的资本开支,估算有 50 billion 至 100 billion 美元的 GPU 仍在仓库或未通电的数据中心里。他进一步汇总各厂商 construction in progress 数据,推算约 200 billion 至 300 billion 美元的 NVIDIA GPU 是提前数年售出,并认为折旧压力和项目融资债务会放大风险。

    nd $125 billion for short-lived equipment/chips.” Yet arguably the most revealing thing I could find was a quote from CEO Andy Jassy on Amazon’s Q1 2026 earnings call from April: …AWS has to lay out cash for land, power, buildings, chips, servers and networking gear in advance of when we can monetize it, typically 6 to 24 months before we start billing customers depending on the component. So, if we assume the number is roughly $374 billion, plus (at minimum) $50 billion from Microsoft, plus ano

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  2. Ben's Bites

    用 Jev 能构建什么:Ben's Bites 盘点

    Jev 现已向所有人开放,它不同于常规 LLM,面向构建者、设计为在工具内部使用,可回答“这是广告吗”“该归入哪个文件夹”“相关度多少”这类问题。人们已用它做 YouTube 赞助片段跳过、实时过滤负面评论、按意图搜索 Gmail、语音控制 Mac 等。作者也提醒,把 Jev 接入编码智能体做即时压缩并不划算,会损失 prompt caching 的成本节省。

    used this for my devices tweet in the intro. Exa Snapshot - Let agents search the past versions of the web. People don’t want to build . Epoch audited 15 AI benchmarks and found flaws in nine. Natural General Intelligence - a call to work on AI models for the planet to avoid natural disasters and more. Accenture’s evaluators will work inside Anthropic to check AI safety, with access similar to its employees. Speeding a 4B model to 730 tokens/sec on an M5 Max . Underdog is really interesting; I j

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  3. a16z:News

    a16z 为何要为 AI 时代创办一所新学校:对话 Ben Horowitz

    a16z 联合创始人 Ben Horowitz 与 Gagan Biyani 在播客中介绍新创办的 Horowitz and Andreessen Academy,主张学习应更侧重动手实践而非研究如何动手。学生将在旧金山做真实项目、培养人际能力,并与公司和开发者一起工作;其目标不是取代所有人的大学,而是为已确定想动手创造的年轻人提供另一条路径。

    pecific pooled investment vehicles — which should be read in their entirety, and only to those who, among other requirements, meet certain qualifications under federal securities laws. Such investors, defined as accredited investors and qualified purchasers, are generally deemed capable of evaluating the merits and risks of prospective investments and financial matters. There can be no assurances that a16z’s investment objectives will be achieved or investment strategies will be successful. Any

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  4. The Next Platform

    HPE 与 Nvidia 如何帮助企业满足主权 AI 合规要求

    HPE 与 Nvidia 合作推出 HPE Sovereign AI Factory,面向高度受监管行业,让客户将敏感数据、模型和运营置于严格本地控制之下。该方案基于定制化、经认证的基础设施,并整合 HPE 从部署到运维支持的服务,覆盖基础设施、数据和 AI 模型的安全、合规与控制。HPE 的 Thierry Pienaar 与 Nvidia 的 Kaushik Shirhatti 在访谈中讨论了主权 AI 与常规规模化 AI 负载的差异,以及气隙隔离、身份联邦和智能体 AI 带来的新安全要求。

    ts. For some, that means keeping sensitive data in-country. For others, it means controlling who can access systems, where workloads run, how models are governed, and which local laws apply. The HPE Sovereign AI Factory lets customers in highly-regulated industries keep sensitive data, models, and operations under strict local control, using customized, validated infrastructure integrated with HPE services from deployment to operational support that helps customers with security, compliance, and

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  5. ChinaTalk

    AI 能否打破五角大楼的官僚体制?

    前美国国务院副首席数据官、现 Accenture Federal Services 首席 AI 官 Garrett Berntsen 在 ChinaTalk 播客中表示,AI 落地的最大障碍不是模型本身,而是围绕它重构机构、工作流程、激励与决策体系,仅提供 API 访问远远不够。他以 1962 年 U-2 侦察机发现古巴导弹基地为例,指出当年真正起作用的还包括采购改革、政企协作以及新建的 NPIC 图像判读体系。他认为政府需要自造"强制函数",通过预算削减等方式推动官僚体系加速,并把工具交给军人自行试验。

    e to me. Jordan Schneider: And as we discussed earlier, when you’re the second mover, you’re already that much further down the Moore’s Law curve. Plus, we have ten other Moore’s Laws running at the same time to make this intelligence cheaper. Token spend should not be a limitation the government gets blocked on anytime soon. Garrett Berntsen: No. I work for a large services company, and most of our business is actually commercial — 92% commercial, only 8% federal. That’s a big upside for us in

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  6. AWS Machine Learning

    GPT-6 Sol 与 GPT-6 Luna 在 Amazon Bedrock 正式可用

    OpenAI 的 GPT-6 Sol 和 GPT-6 Luna 现已在 Amazon Bedrock 正式可用,两者 API 定价均明显低于前代 GPT-5.6。GPT-6 Sol 面向开发与运维中反复出现的复杂任务,可写功能、调试、重构与审查代码、分析数据并完成跨工具的多步流程;OpenAI 内部事实性评测显示其事实性错误约为 GPT-5.6 Sol 的一半。GPT-6 Luna 面向高频重复任务,如从大规模文档中抽取信息、摘要、分类和定向问答,并支持按请求调整推理投入。两者均支持显式提示词缓存,推理数据不用于模型训练。

    provides that foundation for GPT-6 Sol and GPT-6 Luna through a high-performance inference engine built for security and reliability at scale. You can govern model access through AWS Identity and Access Management (IAM) policies and audit every invocation through AWS CloudTrail. Virtual private cloud (VPC) endpoints powered by AWS PrivateLink help keep traffic within your network boundaries. Inference runs on hardware-isolated infrastructure with zero-operator access, so even AWS operators cann

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  7. The Rundown AI精选

    亚马逊封禁 Meta 的 Muse 购物智能体

    亚马逊在 Meta 的 Muse 智能体上线仅 12 天后切断其购物访问,称其未表明身份浏览商店并疑似存储客户登录信息,Meta 否认这些指控。亚马逊表示 Meta 从未告知 Muse 会进入商店,Muse 用户尝试购物时会看到提示,称未经授权的 AI 智能体继续访问违反亚马逊使用条件。此事背后是智能体可能绕开亚马逊赞助商品广告的入口之争,该广告业务规模估计为 560 亿美元。

    ow down AI’s pace of progress over safety concerns, a call Altman and Musk backed. Why it matters: The move clarifies the U.S. approach on AI: back the industry, lean on existing laws, and prioritize beating China. Trump pitched AI as a quarter of the U.S. economy — and floated renaming it “Superior Intelligence” — framing the race as too valuable to slow, even as AI labs and a good chunk of the public urge caution. The Rundown: In this guide, you’ll build a simple ChatGPT writing setup that tur

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  8. AWS Machine Learning

    Reactiv 如何用 Amazon Bedrock AgentCore 将移动电商自动化提速 80%

    Reactiv 基于 Amazon Bedrock AgentCore 与 Strands Agents SDK 构建三智能体 AI Scheduler,让 Shopify 商家用自然语言设定排期自动更新原生 App,商家配置时间减少 80%、上线速度提升 33%。系统利用 AgentCore runtime、memory 和 Identity,实现跨会话记忆、原生 MCP 托管与按商家隔离的多租户执行。

    of Amazon Bedrock AgentCore, handles service-to-service authentication. Managed agent runtime . AgentCore runs agents in Firecracker microVMs, the same isolation technology behind AWS Lambda. Reactiv packages their Strands agent graph as a Docker image, pushes it to Amazon Elastic Container Registry (Amazon ECR), and deploys it to AgentCore. Agents spin up when a schedule triggers and shut down when done. No Amazon ECS clusters, scaling policies, or idle compute. “We don’t manage containers, orc

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  9. AWS Machine Learning

    如何在 Amazon SageMaker AI 上用并发扫描为生成式 AI 端点做容量规划

    Amazon SageMaker AI 的 Inference Recommendations 内置并发扫描功能,可自动向端点发送递增的并发流量并测量吞吐与延迟,找出端点饱和点,无需自建压测基础设施。文章以 NVIDIA Nemotron-3 Nano 30B(MoE、3B 激活参数)部署在 ml.g7e.2xlarge 为例,按 64、256、1024 三档并发各发 1024 个请求,结果显示 256 并发时吞吐趋平、p99 延迟陡升,即为饱和拐点。

    ference workloads. We use the vLLM Deep Learning Container for SageMaker AI, configured through SM VLLM environment variables: VLLM IMAGE = ( f"763104351884.dkr.ecr.{region}.amazonaws.com/" f"vllm:0.19.1-gpu-py312-cu129-ubuntu22.04-sagemaker" ) environment = { "SM VLLM MODEL": "nvidia/NVIDIA-Nemotron-3-Nano-30B-A3B-BF16", "SM VLLM ENFORCE EAGER": "true", required for Mamba-Transformer hybrid "SM VLLM TENSOR PARALLEL SIZE": "1", single GPU "SM VLLM GPU MEMORY UTILIZATION": "0.85", "SM VLLM MAX MO

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  10. AWS Machine Learning

    Trane 如何借助 Amazon Bedrock AgentCore 将建筑洞察速度提升 60 倍

    Trane Technologies 工程团队用 3–4 周在 Amazon Bedrock AgentCore 上构建了智能体方案,把原本需要 20 分钟、跨多个仪表盘的诊断流程缩短为 20 秒的自然语言交互,基于其与技术人员数周的内部基准测试,时间到洞察提升 60 倍。该方案采用多智能体架构,每个助手由独立系统提示词约束,并通过 AgentCore Gateway 和 MCP 等开放标准接入工单管理与 CRM 等外部系统。

    ards and manually connect information across systems. To solve this, the team built a conversational agent on Amazon Bedrock AgentCore and the Strands framework , deployed through AWS Cloud Development Kit (AWS CDK) infrastructure as code. The team chose Strands for the agent framework layer because it provides the developer SDK and orchestration logic for building agent behavior, while AgentCore handles the managed runtime, memory, tool gateway, and production infrastructure underneath. To avoi

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  11. Latent Space

    TypeSafe CEO Diogo Almeida 谈 Jev:为生产而非上帝打造 System One 模型

    InstructGPT 论文作者、TypeSafe CEO Diogo Almeida 在 Latent Space 播客中详解其新模型 Jev,称其为面向代码消费的 System One 大程序化模型,核心创新是未发表的 RLCD(面向校准决策的强化学习),优化目标为“智能每美元”而非人类偏好反馈。他批评 RLHF 导致模式坍缩、谄媚与幻觉,认为安全对齐适合 ChatGPT 这类产品但在 API 层会割裂智能,并称 TypeSafe 更愿被视作数据实验室,拒绝公开基准测试。他透露 Jev 上线后日 token 消耗已突破一万亿,并预告将推出 ReasoningJev 等后续模型。

    重要的指标,我们会到处推出这个。就像,我们在乎。就像,如果他们是基于我们构建的开发者,我非常在乎你。而且我们正在招聘人员来继续构建更多——就像,不只是。就像,目标不只是成为一家像Jev这样的公司。目标是,像,在那之上交付更多形态的智能。所以我们也在招聘人员来构建这些东西。就像,我们不想只是,像,是的,像,简单模型这种一招鲜。但就像,我认为会有一个,像,智能的AWS?而且 Swyx [02:20:07]:顺便说一句,那会是你,对吧?是的。 Diogo Almeida [02:20:09]:就像,那是我想要走的方向。 Swyx [02:20:11]:是的。好的。 Diogo Almeida [02:20:11]:说那会是我,那就太傲慢了。 Swyx [02:20:13]:是的。 Diogo Almeida [02:20:13]:就像,我们。就像,我会尽我所能确保那发生。 Swyx [02:20:18]:是的。 Diogo Almeida [02:20:18]:就像,我认为那会非常酷。就像,我们现在在玩的是,像,System 1智能。想象一下那些层?就像,这就像是它的TCP。 Swyx [0

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  12. Amazon Science

    Amazon 与斯坦福大学联合启动 AI 与科学研究计划

    Amazon 与斯坦福大学联合启动 Stanford and Amazon Research Initiative,在 AI、能源和医疗健康领域开展研究合作,将现有涉及 10 余个 Amazon 资助研究团队和博士奖学金的伙伴关系正式化。该计划将支持联合研究项目、聚焦关键技术挑战的博士奖学金以及跨学科学术研讨会,覆盖人形机器人、后量子密码学、因果测量科学和 AI 驱动放射学等方向。

    ons that make people's lives meaningfully better. “Advances in AI, chips, and energy are creating an unprecedented opportunity to reshape how we live and work," said Nafea Bshara, AWS Vice President & Distinguished Engineer. "By collaborating with Stanford, a recognized pioneer in these fields, we are building a collaboration where breakthrough research can be rapidly transformed into solutions that benefit society at large. This reflects Amazon's deep commitment to advancing the frontiers of sc

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  13. NVIDIA Blog

    NVIDIA Halos:为什么物理 AI 需要在每一层都保证安全

    NVIDIA 推出 Halos,称其为物理 AI 领域首个也是唯一一个全栈安全系统,覆盖设计、验证与部署各层。面向自动驾驶,Halos 包含 DRIVE AGX Thor、Hyperion、基于 ASIL-D 认证 DriveOS 的 Halos OS、Alpamayo 推理视觉语言动作模型及安全评估框架;面向机器人则包含 IGX Thor、Holoscan Sensor Bridge、Isaac Lab 与 Omniverse。ABI Research 预计 2035 年 L3-5 自动驾驶汽车保有量达 4900 万辆,Omdia 估计 2026 至 2035 年间约 6000 万台工业机器人将部署。

    DIA Built for Physical AI? Physical AI safety requires specialized engineering, data, processes and validation that few companies can reproduce alone. NVIDIA’s safety foundation draws on more than a decade of development in AV safety, building expertise in functional safety, sensor fusion, AI behavior assurance, vision AI, simulation and real-world validation. NVIDIA Halos is the first and only full-stack safety system for physical AI, helping developers engineer safety across every layer of des

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