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星期五1456 条

  1. Peter Yang
    AI 评分18

    Peter Yang 认同 Musk:体感比基准更重要

    Elon Musk 表示 Grok 4.8 的发布比预期更久,但不会让人失望,并称团队并不为基准测试做优化、他本人也不在意 Grok 在这些测试上的表现,只强调它“会非常有用”。Peter Yang 转发并评论:“True, vibes > benchmarks”。

    @techdevnotes I know it’s taken longer than expected, but Grok 4.8 will not be a disappointment. We’re not optimizing for benchmarks and I really don’t care how Grok does on those, but it will be incredibly useful.

    #大佬观点

  2. Elon Musk
    AI 评分36

    马斯克以"True"回应Levie谈AI差距

    Aaron Levie 发帖称,当前在前沿使用 AI 的人与其他人之间的差距几乎难以理解,而且这条差距曲线并未收敛,反而在不断扩大;AI 进步曲线近乎垂直,3-6 个月前固化的流程可能已经落后。Elon Musk 引用该帖并只回复了一个词:"True"。

    It’s almost incomprehensible how wide the distance is between someone who’s working at the frontier with AI and basically everyone else right now. The crazy thing is these lines are not converging, but only growing farther apart. If the curve of AI progress had leveled off, it would certainly have given most people and companies time to catch up or implement their workflows in a standardized way. The technology would have neutralized competitive advantage because everyone would be using it the same way. But what’s happened is the opposite. The curve of AI progress is basically going vertical right now, which means if you had codified your processes 3-6 months ago you’re likely already behind again. Now imagine most companies that kicked into gear a year ago and thought that they were done. Even further behind now. I’ve never seen a technology in my life and career that improves at this rate, which consequently means you need to upgrade your expectations at a similar rate. Our brains weren’t wired for this, and our organizational change management processes certainly weren’t either. With any form of recursive self improvement, things just get wilder. It’s a time when you will need to be constantly reevaluating the things that didn’t work just a couple months ago to see if they now can be solved. AI native companies certainly have a strong advantage due to this right now, so now it comes down to can the bigger companies keep up. Wild times.

    #其他

  3. Elon Musk
    AI 评分20

    马斯克称 Terafab 项目进展顺利

    马斯克发帖表示 Terafab 项目进展顺利。他所引用的帖子称,据韩国 The Elec 报道,有韩国供应商高管表示,Terafab 的工程师拥有现场决策权,美国凌晨发出的问题也能在 30 分钟到 1 小时内得到回复;另有海外设备厂商高管称,从未见过半导体行业有如此执行速度。

    STRONG SIGNAL 🚨 Terafab is moving forward at lightning speed because the engineers themselves have the authority to make decisions 🔥 According to Korea’s The Elec, a Korean supplier executive said that even questions sent during the early morning hours in the US get answered within 30 minutes to an hour. In his view, working with Terafab is completely different from dealing with conventional semiconductor customers. An executive at an overseas equipment maker went even further: “I’ve never seen this level of execution speed in the semiconductor industry.” Building a fab involves countless questions like these, across every tool and material that goes into it. When each one gets a fast answer, the time saved keeps compounding, and that could add up to a serious head start before a single wafer is even processed. The chip industry spent decades perfecting how a fab should run. Terafab is being built by engineers who answer a supplier’s question before the US is even awake and are trusted to decide on the spot, and that may turn out to be the most disruptive process change of all.

    #行业动态

  4. Elon Musk
    AI 评分23

    马斯克转发 a16z 合伙人 Grok Bot 体验

    马斯克发帖「Try Grok @Bot」,转发 a16z 的 Baker 对 Grok Bot 的评价。Baker 称自己用 Claude Code 花数小时做的播客摘要、Substack 摘要、X 摘要和情绪追踪工具,在 Grok Bot 里只需 7 到 12 秒就能完成且效果更好,并称 Grok Bot「感觉像另一个 ChatGPT 时刻」。

    Baker on a16z admitted something nobody his age says out loud. 23-year-olds are more fluent in AI than he will ever be. He has been trying hard. He is still behind. Then he explained how Grok Bot leveled it. "We got Claude Code. I built some stuff, did some cool stuff. Then in 3 minutes of creating Grok Bots, I had much better versions of everything I created." Podcast summarizer. 10 seconds in Grok Bot. Substack summarizer, X summarizer, X sentiment tracker. Hours in Claude Code. 7 to 12 seconds in Grok Bot. Better. His frame: "To me, Grok Bot does feel like another ChatGPT moment." Baker runs billions. He is calling Grok Bot a category reset.

    同一事件 · 2 条报道

    #产品更新#MCP/工具调用#xAI

  5. Elon Musk
    AI 评分13

    马斯克回应特斯拉自动驾驶为花栗鼠停车

    有帖子称,一位 98 岁老人首次购买特斯拉 Model Y 后对自动驾驶赞不绝口,提到车辆曾为过马路的花栗鼠停车。马斯克转发该帖并评论:“在特斯拉,我们甚至关心花栗鼠。”

    98-Year-Old Man Buys His First Self-Driving Tesla Model Y And Is Blown Away “I've been driving it probably 2-3 months, and it's not made an error in its driving. In fact, the other day it stopped - a chipmunk was crossing the road, and there was no other traffic, and it did not run over the chipmunk … For somebody that's 98-years-old, this is a real treat.”

    #非AI/通用工具

  6. Boris Cherny
    AI 评分36

    犹他州10个机构试点Claude Code成效

    Boris Cherny 引用 Anthropic 与美国总务管理局(GSA)达成 OneGov 协议、向政府机构提供 Claude 折扣的消息,并提到犹他州在 10 个州机构向 34 名开发者提供 Claude Code:80% 的人在 30 分钟内搭好可用环境,为期四周的试点结束时,71% 的人报告节省了 20 小时以上。

    We're expanding our partnership with @USGSA. Under a new OneGov agreement, we are bringing Claude to federal, state, local, tribal, and territorial governments at 40% off. https://t.co/p0lA6cP2y1

    #行业动态#编码#Agent

  7. Guillermo Rauch
    AI 评分35

    Vercel 的 fx v0.0.15 更快更小更省内存

    Vercel 开发者账号发布 fx v0.0.15:长会话内存占用减少 70%,二进制体积缩小 7.66%(6.66MiB → 6.15MiB),图片密集轮次处理最高快 3.3 倍,会话恢复快约 18%,并新增模型目录自动刷新和 /fork 分叉对话。Guillermo Rauch 转发称 fx 现在更快、更小、更高效。

    fx v0.0.15 Less memory. Faster resumes. Smaller binary. - 70% less memory in long sessions - 7.66% smaller binary (6.15mib ← 6.66mib) - Image-heavy turn processing up to 3.3× faster - Session resumes about 18% faster - Automatic model catalog refresh - Fork conversations with /fork - Better image handling & crash recovery in libfx - Multiple bug fixes & security improvements https://t.co/z3uxvmORfo

    #产品更新

  8. Elon Musk
    AI 评分20

    马斯克回应 FSD 每年可省 1.5 万亿美元说法

    CoFounders Nik 发帖称,特斯拉 FSD 数据显示开启 FSD 的车辆比普通驾驶员安全约 9 倍,若全面普及每年可节省超 1.5 万亿美元,并呼吁立法者加快 FSD 普及。马斯克仅回复“True”表示认同。

    FSD could literally free up OVER $1.5 trillion/yr... WHY isn't anyone talking about this?? If Lawmakers were serious about serving the people, they would start focusing on how to speed up FSD adoption. The Data: Fatal & serious crashes cost the U.S. almost $2 trillion per year in total societal harm; including ~$400 billion in direct economic costs in the form of: - medical bills - property damage - lost wages - enormous quality-of-life cost of lost years - permanent disability Tesla’s latest FSD data shows vehicles with FSD engaged are ~9× SAFER than the average driver. That means, if fully adopted, FSD could produce savings the size of any one of these: - ~6% of GDP - The entire Social Security program - Medicare AND Medicaid - Roughly 2× the defense budget At this scale, FSD (and technologies like it) could be one of the first real steps toward an age of AI "abundance" people talk about. 50 years from now, our children and grandchildren will look back in horror at the fact that we ever drove at all.

    #其他

  9. Rohan Paul
    AI 评分27

    Unify 推出 AI 拨号器:电话销售未被 AI 取代

    Unify 推出 Dialer,用 AI 根据融资、招聘、职位变动或网站访问等购买信号筛选联系人,从 65M+ 家公司中找号码,再交由人工通过 Power Dialer 外呼。官方称卖家已用它拨打 112K+ 通电话,60% 的销售代表在开始拨号后一小时内约到会议;其基准测试显示可触达号码比 Apollo 多 34%、比 ZoomInfo 多 66%。

    Cold calling isn’t dead. And that’s why today, we’re launching Unify Dialer. Sellers have already placed 112K+ calls with it. → Prospect, sequence, and dial in one place. → Move faster through your call list with Power Dialer, with the research done before you dial. → Reach more buyers with 34% more reachable numbers than Apollo and 66% more than ZoomInfo in our benchmark. 60% of reps book a meeting within their first hour of dialing on Unify. Who better to pick up the phone than the wolf of insurance himself, Juliano Massarelli? 👇🏻 Try it here: https://t.co/aHbNT25Y8C

    #产品更新#Agent#MCP/工具调用

  10. Rohan Paul观点
    AI 评分60

    Anthropic 2026 上半年收入接近 2023 年全年的 400 倍

    Rohan Paul 引用彭博图表称,Anthropic 2026 年上半年收入接近其 2023 年全年收入的 400 倍,图中没有其他公司接近这一倍数。增速第二的英伟达在上市前三年内始终低于 50 倍,Alphabet、Meta、Microsoft 和 SpaceX 则基本停留在 1 倍基线附近。Anthropic 2025 年全年收入约为 2023 年的 100 倍,因此 2026 年仅 6 个月的收入就约为 2025 年全年的 4 倍。

    #行业动态#Anthropic#现象/趋势

  11. Rohan Paul
    AI 评分64

    TechCrunch 称 Anthropic IPO 后公众股东对董事会几乎无话语权

    TechCrunch 报道称,Anthropic 的 IPO 将让公众股东对董事会人选几乎没有话语权。其长期利益信托持有 Class T 股票,可选举和罢免多数董事,成员包括 Ben Bernanke;7 位联合创始人共同持有另一类股票,其中多数人掌握 50.1% 的股东投票权和 3 个董事席位。董事会提名委员会可阻止信托对 1 名指定董事的选择或无因罢免,并将该决定交由员工投票;创始人控制可在上市 10 年后主动结束,或在创始人少于 3 人时自动终止。

    #行业动态#Anthropic#OpenAI

  12. Rohan Paul
    AI 评分23

    Dalet Labs 获 700 万美元 pre-seed 融资,打造 AI 购物场景

    Dalet Labs 完成由 Lightspeed 领投的 700 万美元 pre-seed 融资,用于构建 AI 生成的购物场景。其核心思路是让 AI 在用户明确需求前先展示选项,区别于需要清晰请求才能提供帮助的聊天机器人和购物智能体。语言模型仅依据用户喜欢的图片中的属性构建扩散提示词,以限制场景中的幻觉细节;用户集体互动决定下一批重混图片,新输出可成为新参考,使图片池无需拍摄即可扩充。

    We raised a $7M pre-seed to make shopping fun again. @daletlabs generates media just for you: like walking into a mall built around your taste. And you can buy everything in-app. Built by researchers from Google, Runway and MIT. Backed by @lightspeedvp and amazing angels. https://t.co/IiAikIEmur

    #行业动态#图像生成