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星期四

  1. The Register

    Salesforce 财报:50% 订单来自客户续购 Flex Credits

    Salesforce 公布截至 7 月 31 日的 Q2 财报,营收 113 亿美元、同比增长 11%,并宣布与 Anthropic 合作推出 Claudeforce,提供含 37 项预置销售技能的 Plugin,可嵌入 AIforce、Data 360、Tableau 和 Slack。联席 CEO Miguel Milano 称订单同比增长三位数,其中 50% 来自客户续购 Flex Credits。公司同时推行按消费、基础用量或业务结果计费的捆绑定价。

    tonking Stingray' beta swims out: Deeper Rust 'oxidization' plus LLM speech-to-text GNOME 51 is here, and Ubuntu interim releases are getting interesting again; Revive Raskin's 3 laws of software with humane work that considers a dev's duty of care All this, and angry NeoVim users; Firefox 157: Could bold new look be just what Mozilla needs? Yet another new version of Firefox, with a significant reskin; KDE turns 30 and someone's brought an AI-native desktop proposal Akademy talk imagines Plasma

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  2. a16z:News

    a16z 播客拆解 Cursor:一代现象级创业公司的成长路径

    a16z 合伙人 Martin Casado、Sarah Wang 和 Matt Bornstein 在播客中复盘 Cursor 的成长历程:这支小团队押注人机交互界面比自建编程专用基础模型更重要,选择做自己的产品而非 VS Code 插件,并随 AI 能力提升从 IDE 演进为智能体与模型平台,甚至不惜自我蚕食原有产品。节目还讨论了 Cursor 在竞争、招聘、企业销售、并购与公司文化上的决策。

    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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  3. Platformer

    Meta 就儿童安全失职与各州达成和解

    Meta 与 47 个美国州、哥伦比亚特区及美国领地达成最高 171 亿美元的和解,结束联邦儿童隐私与消费者保护诉讼。协议要求青少年每天在 Facebook 和 Instagram 累计使用不超过两小时,午夜至早 6 点屏蔽大部分功能,并默认开启每 15 分钟休息提醒。Meta 还同意建立独立社交媒体研究基金会,并称若 YouTube 和 TikTok 不采取相同限制,部分措施仅维持五年。

    ally devise and test and launch features that were actually moving the needle and helping teens,” Volichenko testified in federal court Monday, as part of the states’ blockbuster lawsuit against Meta alleging violations of consumer protection and privacy laws. For example, he observed that after Instagram introduced an opt-in feature that prompted teens to take a 10-minute break after extended scrolling, just 0.165% of them enabled it. When he brought up the low adoption of safety features with

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  4. Google Developers Blog

    Google Developers Blog:用深度学习和 Keras 解码宇宙信号

    Google Developers Blog 发文介绍深度学习在天体粒子物理中的应用,指出 Pierre Auger 天文台 1500 多个探测器覆盖 3000 km²、IceCube 用约 1 km³ 南极冰探测中微子、CTAO 预计每年产生数百 PB 数据,这些分布式传感器记录的波形数据呈图像化结构,适合用 Keras 等深度学习方法分析,以提升仪器灵敏度并寻找信号异常。

    image_1

    ical insight and interpretation capabilities for that precision. In the end, we want algorithms that can discover as we do: discovering causal mechanisms, symmetries, and physics laws on their own, and not systems that, however powerful, optimize for predictive skill over what we have already observed. Doing science is simply different from machines trained to perform similar tasks, and this is not inherently bad; in fact, they are powerful tools. But it reminds us that our episteme is defined b

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星期三

  1. Trail of Bits Blog

    Trail of Bits 实测:GPT 5.6-Cyber 三次逃出 QEMU/KVM 虚拟机

    Trail of Bits 的 Artem Dinaburg 在 Patch the Planet 项目中获得 GPT 5.6-Cyber 预览权限,让它在 CTF 任务中逃出运行在 Debian 12、AMD Zen3 上的 QEMU/KVM 虚拟机,结果它三次成功逃逸。第一次利用几周前披露的 Januscape(CVE-2026-53359)内核漏洞;更新内核后,它组合 libslirp 4.7.0 的 CVE-2026-9539 与一个未分配 CVE 的修复提交实现任意内存读写;在手动重建最新上游 QEMU 和 libslirp 后,它又串联三个 0-day 和一个未进入发行版内核的已修复漏洞完成逃逸。作者指出,该智能体在约 12 小时的时间跨度内跨多次压缩和子智能体调用保持持续作业,能自行回溯失败路径、拉取论文、编写 oracle 和最小复现;他建议改用 Firecracker 这类最小攻击面的虚拟化方案,并加强最小权限、日志与主动监控。

    ith a minimal attack surface and a focus on security, like Firecracker . I had the AI agent run against Firecracker. It was able to hardlock the machine due to more Linux kernel flaws (all patched in upstream), but could not successfully escape. It may have, given even more time, but Firecracker is obviously a substantially harder target. In general, we have to become much more attentive to security fundamentals: least privilege (regarding network access, credentials, available features, etc.),

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  2. Pydantic AI 官方文章

    2026 最佳提示词管理工具盘点:Pydantic Logfire 居首

    Pydantic AI 官方文章对比了 2026 年主流提示词管理工具,将 Pydantic Logfire 列为综合最佳,因其在服务端处理版本晋升、按比例放量和定向投放,并把实际服务的版本记录到运行 trace 上。文章按版本管理、标签晋升、放量与定向、数据集评估、提示词送达应用五个维度评测,并给出 Langfuse、LangSmith、Braintrust、PromptLayer、Agenta、Helicone 的适用场景。Logfire 自托管仅限 Enterprise 方案,Langfuse 与 Agenta 可免费自托管。

    Bill Easton avatar

    decision, and a proprietary SDK does not. The best prompt management tools in 2026 1. Pydantic Logfire: best prompt management tool overall Prompt management in Pydantic Logfire draws a hard line between authoring and releasing. Prompts are written in the UI and saved as immutable numbered versions, and the docs are blunt about scope: "A version freezes the template, nothing else." Promotion happens elsewhere, on the backing managed variable named prompt , where you move a production label betwe

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  3. Claude Blog精选

    Claude in Chrome 正式开放,支持在浏览器中自主执行操作

    Anthropic 宣布 Claude in Chrome 面向所有付费 Claude 套餐正式开放,Claude 可在浏览器中自主执行操作,不再需要逐次批准。安全分类器会在动作执行前校验其是否安全且符合用户请求,用户也可在设置中关闭自动批准。Claude 可读取当前页面并执行输入文字、点击链接、页面跳转和填写表单等操作,沿用用户已有登录状态,从而访问内部仪表盘、遗留系统和供应商门户等未接入 Claude 的工具。Anthropic 表示,在最新评测中,配合探针与安全分类器时,针对 Claude Sonnet 5、Claude Opus 5 和 Claude Mythos 5 的攻击均未成功,针对 Fable 5 的攻击成功率为 0.3%。该功能需从 Chrome Web Store 安装,暂不支持其他 Chromium 浏览器和移动端,企业版管理员可在组织设置中限制其访问的域名。

    er blog Console Console Console Engineering at Anthropic Engineering at Anthropic Engineering at Anthropic Overview Overview Overview Marketplace Marketplace Marketplace Claude on AWS Claude on AWS Claude on AWS Blog Blog Blog Claude partner network Claude partner network Claude partner network Customer stories Customer stories Customer stories Powered by Claude Powered by Claude Powered by Claude Service partners Service partners Service partners Availability Availability Availability Check fil

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  4. Claude Blog精选

    Claude 在 Cowork 桌面端内置浏览器

    Claude 在桌面端 Claude Cowork 中内置了浏览器,任务需要访问网站时会在侧边栏打开,由 Claude 自行浏览网页、阅读、点击和输入,无需扩展或额外设置。该浏览器与用户自己的浏览器相互独立,Claude 看不到用户的标签页、书签和密码,登录信息可按站点从 Chrome、Edge 或 Firefox 导入,银行、邮箱和单点登录站点默认排除。本周起向 Pro、Max 和 Team 套餐的 Claude 桌面端(macOS、Windows 及 beta 版 Linux)推送并默认开启,Enterprise 管理员即日起可在组织设置中启用;已使用 Claude in Chrome 的用户仍以其为默认,可在设置中切换。

    er blog Console Console Console Engineering at Anthropic Engineering at Anthropic Engineering at Anthropic Overview Overview Overview Marketplace Marketplace Marketplace Claude on AWS Claude on AWS Claude on AWS Blog Blog Blog Claude partner network Claude partner network Claude partner network Customer stories Customer stories Customer stories Powered by Claude Powered by Claude Powered by Claude Service partners Service partners Service partners Availability Availability Availability Check fil

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  5. The Register

    麦肯锡称企业 AI 终于"走上 ROI 之路

    麦肯锡《2026 年 AI 现状》报告调查 1719 名专业人士后称,企业 AI 已"走上 ROI 之路",但 37% 受访者表示 AI 对 EBIT 有"至少一些"影响,与 2025 年持平,仅 6% 达到高绩效标准。年收入超 10 亿美元的组织中,40% 正在规模化部署 AI 智能体,高于去年的 27%;20% 受访者称 AI 相关运营成本已限制其使用。

    tonking Stingray' beta swims out: Deeper Rust 'oxidization' plus LLM speech-to-text GNOME 51 is here, and Ubuntu interim releases are getting interesting again; Revive Raskin's 3 laws of software with humane work that considers a dev's duty of care All this, and angry NeoVim users; Firefox 157: Could bold new look be just what Mozilla needs? Yet another new version of Firefox, with a significant reskin; KDE turns 30 and someone's brought an AI-native desktop proposal Akademy talk imagines Plasma

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

    Ed Zitron 的 AI 反对者宣言:质疑大语言模型价值与产业经济性

    Ed Zitron 认为,大语言模型适合辅助可控的小型任务,却不足以支撑当前 AI 行业的巨额投资和增长预期。他从输出可靠性、企业生产率、token 消耗、模型训练及数据中心成本等方面批评行业扩张,并主张将 AI 作为工具使用不应演变为外包思考与核心工作。文章进一步判断,OpenAI、Anthropic、云厂商和 NVIDIA 之间的资本与算力循环难以长期维持。

    n 2024, $20.9 billion in 2025, and will likely burn $30 billion or more in 2026, and why pointing to Amazon Web Services was rational when Amazon’s total capex from 2003 (the year AWS was created) to 2015 (the year AWS became profitable) is $29.7 billion, adjusted for inflation. That includes literally every ounce of capex attributable to AWS, Amazon the store, Amazon logistics, and even Amazon Alexa. For comparison, Anthropic raised $30 billion in February, and Anthropic and OpenAI have raised

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  7. The Next Platform

    Hot Chips 2026:DRAM 与闪存现货价暴涨约七倍,Nvidia 警告 NVL72 系统明年涨价 15%

    在 Hot Chips 2026 的内存教程上,Objective Analysis 的 Jim Handy 指出,受超大规模云厂商 GenAI 需求冲击叠加供应短缺影响,DRAM 与 NAND 闪存现货价已上涨约七倍。由于 GPU 组件 2026 年产能已售罄、分配基本排到 2027 年底,Nvidia 警告明年购买 Grace-Blackwell 和 Vera-Rubin NVL72 系统的客户将面临 15% 涨价。

    s business can only grow as fast as the HBM memory it can get, the same as every other GPU and XPU maker. And if the memory makers and Nvidia don’t want to get hit with antitrust lawsuits, Nvidia has to make sure its competitors can get capacity. Generally speaking, 85 percent revenue or shipment market share and higher has historically been the threshold for being called a monopoly by the US Department of Justice, but these days, what really matters is what President Trump thinks about your bus

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星期二

  1. Dwarkesh Patel Podcast & Blog

    Dylan Patel:到 2028 年,Anthropic 与 OpenAI 将掌握全球大部分算力

    SemiAnalysis 创始人 Dylan Patel 在播客中判断,Anthropic 和 OpenAI 到 2028 年将控制全球大部分可用 FLOPs,因为它们能更好地将算力变现、从而在竞价中压过所有对手。他提到今年 AI CapEx 略超 1 万亿美元,到 2028 年将超过 2 万亿美元,其中约三分之一的新增算力最终客户是这两家实验室;Anthropic 已在 Q2 开始盈利,OpenAI 也可能在 Q3 盈利。他还讨论到本十年末累计超 10 万亿美元的 AI 资本开支是否会引发主权债务危机。

    ute by 2028 Had a lot of fun chatting again with my twin brother Dylan Patel. We went through lab economics over the next few years - the shift from inference to training as RSI draws near; and how Anthropic and OpenAI are on track to control most of the world’s usable FLOPs within the next few years (because they can monetize compute better and thus outbid everyone). And then we discuss whether the $10T of total AI capex we’ll see by the end of the decade will cause a sovereign debt crisis, whe

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  2. The Rundown AI

    Apple Mac mini 凭本地 AI 需求迎来复兴

    Apple 发布近两年来首款新 Mac mini,搭载 2nm M6 或 M5 Pro,并将其定位为可持续运行本地 AI 智能体的桌面设备。M6 版 AI 工作负载速度最高提升至 4 倍,统一内存最高 64GB;预购价 $899 起,预计 Sept. 22 交付。

    side conflicting measurements of how fast the universe is expanding, mean Roman could help answer big questions about the cosmos. QUICK HITS TikTok will pay $400M to settle a DOJ lawsuit accusing it of illegally collecting data from children under 13 and failing to delete kids’ accounts when parents asked. Apple is laying off 200 employees across Siri, Vision Pro gaming, and 3D-video teams, just days before John Ternus is set to take over as CEO. Tech pioneer and venture capitalist Ben Rosen , w

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  3. SemiAnalysis精选

    SemiAnalysis 实测 OpenAI 自研推理芯片 Jalapeño:每兆瓦吞吐超过 Blackwell

    SemiAnalysis 在 OpenAI 实验室用 InferenceX 实测了 OpenAI 自研推理 ASIC Jalapeño,称其在多个开源模型上的每兆瓦 token 吞吐超过 NVIDIA Blackwell,且在 DeepSeek R1 上并发 1 时达到每用户 700 tokens/s 以上,全程未使用投机解码。该芯片由 OpenAI 与 Broadcom 合作、2024 年中启动设计,2025 年 11 月完成 CoWoS 流片,采用 HBM4、单封装 15.4TB/s 带宽,架构上不做 prefill 与 decode 分离,用统一芯片池应对变化的负载比例。文章认为更公平的对手是同样使用 HBM4 的 Rubin,两者每美元输出 token 数接近,但 Jalapeño 尚未启用投机解码,量产计划从 2027 年起逐步爬坡。

    rack and a global domain connecting up to 16 racks or 2,048 ASICs. We will explain the bandwidth and the topology in more detail below. Power provisioning to a sidecar host rack draws roughly 50kW provisioned (31kW in production), and the ASIC rack draws 130kW, making the total two rack system roughly 160kW. That’s basically a double-wide GB300 rack in terms of power draw. OpenAI can connect up to 2,048 Jalapeño XPUs within a single scale-up network. The scale-up network consists of two domains,

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星期一

  1. The Rundown AI

    中国人形机器人跑得比博尔特百米纪录更快

    天工 Ultra 在北京世界人形机器人运动会上以 9.39 秒跑完 100 米,快于博尔特的 9.58 秒世界纪录;Honor 的 Lightning 也以 9.47 秒完赛。天工 Ultra 还以 38.15 秒跑完 400 米,但部分参赛机器人出现无法起跑、摔倒或缺乏有效制动的问题。

    e you up — turning one of medicine’s most routine human jobs into a robotics workflow. The details: Built by Dutch startup Vitestro, Aletta is cleared for adult outpatient blood draws; a trained phlebotomist can supervise up to three robots at once. The machine combines near-infrared imaging, ultrasound, and Doppler to distinguish veins from arteries. It then automatically applies a tourniquet, disinfects the skin, inserts the needle, swaps collection tubes, disposes of the needle, and applies a

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  2. The Rundown AI

    AI 前沿的神秘挑战者:Ox Alpha

    匿名模型 Ox Alpha 免费登陆 OpenRouter,支持 1M-token 上下文和多模态输入,面向编程与持续智能体任务。其 DeepSWE 子集完整测试得分为 63%,接近 Fable 5 且每项任务消耗的 Token 更少;早期线索指向智谱 AI,但开发者身份尚未揭晓。

    to wait for the full reveal, but if it's small enough to run locally — near-frontier coding on your own machine, off the cloud — it'll definitely break the internet. The Rundown : AWS Marketplace just released a free book featuring 15 chapters from senior data and AI leaders at JPMorgan Chase, Siemens, Mercedes-Benz, Roche, and more — each sharing practical advice on building the data infrastructure needed for agentic analytics and intelligent agents. Chapters cover topics including: Evolving da

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  3. The Register

    Canonical 资助布里斯托大学三年博士项目,研究用 AI 将大型 C 代码库翻译成安全 Rust

    Canonical 联合资助布里斯托大学编程语言研究组一个三年博士项目,研究 LLM 能否把“数十万行 C 代码”拆解为小组件并重写为安全、行为正确且可维护的 Rust。项目计划考察 snap-confine 和 AppArmor 两个具体工具,工程副总裁 Jon Seager 在 Ubuntu Discourse 论坛公布了这一投资。Seager 指出传统源码转换器常过度保留 C 结构,结果虽能编译为 Rust 却仍大量依赖 unsafe 操作。

    tonking Stingray' beta swims out: Deeper Rust 'oxidization' plus LLM speech-to-text GNOME 51 is here, and Ubuntu interim releases are getting interesting again; Revive Raskin's 3 laws of software with humane work that considers a dev's duty of care All this, and angry NeoVim users; Firefox 157: Could bold new look be just what Mozilla needs? Yet another new version of Firefox, with a significant reskin; KDE turns 30 and someone's brought an AI-native desktop proposal Akademy talk imagines Plasma

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  4. The Register

    软件就该能用:Software Should Work 2026 大会值得像追剧一样刷完

    The Register 专栏推荐 2026 年 7 月举办的 Software Should Work 2026 大会,认为其 13 个视频在质量、范围与相关性上达到罕见的平衡,可像追剧一样一口气看完。演讲者包括 Richard Feldman 对比 1996、2006、2026 年的 Web 技术栈并比较 TypeScript、Node.js、Python、Ruby、Rust、Zig、Go、Roc 八个语言与运行时网站,以及 SQLite 作者 Richard Hipp 讲述代码库如何随测试方法演变。

    tonking Stingray' beta swims out: Deeper Rust 'oxidization' plus LLM speech-to-text GNOME 51 is here, and Ubuntu interim releases are getting interesting again; Revive Raskin's 3 laws of software with humane work that considers a dev's duty of care All this, and angry NeoVim users; Firefox 157: Could bold new look be just what Mozilla needs? Yet another new version of Firefox, with a significant reskin; KDE turns 30 and someone's brought an AI-native desktop proposal Akademy talk imagines Plasma

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  5. SemiAnalysis

    SemiAnalysis 发布 AgentX 1.0:百万上下文多轮智能体编码推理基准

    SemiAnalysis 发布 AgentX 1.0,称其为全球首个完全开源、100 万上下文的多轮智能体编码推理基准,以 Apache 2.0 许可发布,数据集构建投入超过 300 万美元。该基准被纳入 InferenceXv3,用智能体编码流量替代此前 8k 输入 1k 输出的单轮场景,测试矩阵运行在约 2MW 算力、1000 多颗芯片上,覆盖 MI355X、GB300 NVL72、GB200 NVL72、B300、B200、MI325、MI300X、H200 与 RTX Pro 服务器。SemiAnalysis 称其首个成果是已推动 vLLM、SGLang、TensorRT-LLM、ATOM、AITER、Dynamo、LMCache 和 Mooncake 等项目的 70 多个上游 PR,并计划在三到四周后发布 AgentX 更新文章。

    tness bugs that break requests just as badly as a million-token session. MiniMax-M3 tested whether that ROCm work compounds into day-zero readiness, and the Advancing AI writeup draws the comparison directly: AMD’s first public disaggregated recipe, MI355X FP4, reached InferenceX in January months behind Nvidia, while M3 FP4 disaggregation landed on day zero. This is an improvement from the DeepSeek-R1 period, when parity took months. Three vLLM fixes sat on that day-zero path, and each was a co

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星期五

  1. The Rundown AI

    Slack Code 将编程变成团队协作项目

    Slack 推出 Slack Code,让编程智能体进入共享频道,由工程师及其他团队成员共同查看实时预览、引导开发并协作构建软件。所有 Slack 套餐上线时均可使用,支持接入 ChatGPT、Claude、Devin、Vercel 和 GitHub;部署变更需经人工批准,完成后的频道会归档并可搜索。

    pest model 🎶 Firefly Audio - Create commercially safe music, voiceovers, & sound effects Build an AI agent, then see its reasoning, tool calls, and token usage. Join Honeycomb and AWS on Aug. 25 to explore Agent Timeline hands-on. OpenAI introduced a new plugin for Apple Messages, allowing ChatGPT to search, view, and send messages from its ChatGPT, Codex, and Work platforms. Asana said it used OAI’s Codex to remove an outdated testing framework in two weeks for around $12k, work the company ori

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