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星期六

  1. Latent Space

    TypeSafe/Jev 上线三周 ARR 破 1 亿美元、估值 75 亿美元

    TypeSafe 的 Jev 上线三周即实现超 1 亿美元 ARR、估值达 75 亿美元,Sequoia 称其首周就跨过 1 亿美元 ARR。同日多家厂商推出返回概率、选项或分数的“决策”模型:OpenAI Decisions API 基于 GPT-6 Luna、输入 $0.10/M tokens 且无输出费用,Perplexity pplx-decider-v1.1-27b 在 1,071 个案例上取得 94.5% 的 Decision Bench 准确率。Unsloth 发布免费 notebook,可在 8GB 显存上把 Qwen3.5-4B 训练成决策模型。

    t does not eliminate the effect; Agent research:Agent plasticity (Meta): Measures held-out gain per learning dollar. The best performers are not the most efficient learners (@omarsar0); MIMESIS: A 9B user simulator that beats Opus 5 on behavioral fidelity by 13.4 points (@dair ai); Base-model selection (NVIDIA): Ranks checkpoints by whether the base model can reproduce the “decisive edit,” a signal that tracks post-trained SWE-bench Verified scores (@dair ai) Keep reading with a 7-day free trial

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  2. 清华大学战略与安全研究中心

    清华CISS:特朗普政府对华AI战略的四种逻辑

    清华大学战略与安全研究中心发文分析特朗普政府对华人工智能战略,认为其由竞争优先的主导逻辑与国家安全、技术加速、开放生态三种次级逻辑构成,三者权重随技术突破与安全事件不断调整。文中提到2025年7月《美国人工智能行动计划》将“赢得AI竞赛”列为最高目标,并提及Anthropic的Mythos Preview、中国开源模型Kimi K3等事件对逻辑权重的影响。

    清华大学战略与安全研究中心

    时报》Ezra Klein 访谈时,他表达了自己一贯的观点,即限制美国企业进入中国市场也可能损害美国芯片产业、开放模型生态,并尖锐提问,“我们究竟是在阻止他们(中国)的产业获得芯片,还是在剥夺我们美国自己在市场中参与竞争的机会?”Meta首席执行官扎克伯格同样反对美国政府禁止中国人工智能模型,认为这并不是提升美国竞争力的有效办法。7月24日,微软与Meta、NVIDIA、AMD、Amazon、Google、IBM、Hugging Face、Mistral等大量企业和机构共同签署了题为《开放权重和美国AI领导力》“的公开信,指出“美国的AI领导力不取决于某一个前沿AI模型,而是取决于美国能否构建一个强大、开放且能够扩散至每一个领域的AI生态系统”。 “选择开放型”则在美国AI政策工具层面集中体现。2025年10月,美国商务部正式启动的“美国人工智能出口计划”,组织企业联合提供覆盖算力基础设施、数据、模型、网络安全和行业应用的“全栈式”人工智能出口方案,并通过政府外交推介、出口许可、联邦融资和跨部门协调支持美国人工智能技术进入海外市场。这类“开放”逻辑并非单纯追求技术自由流动,而具有明显的

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  3. Cohere 产品与研究博客

    Cohere 解析 Embed 与 Rerank 的共享推理与专用推理之争

    Cohere 指出,选择共享(按量计费)还是专用(预置)推理,关键不在单价,而在请求形态与流量模式。Embedding 批量索引请求可达约 100 条描述、每条约 200 tokens,而单条搜索查询更看重延迟;Rerank 的工作量随候选文档数线性增长,从 20 个候选增至 100 个,单次搜索 token 量从约 4,400 升至约 22,000。持续稳定的流量适合专用推理,突发流量更适合按量计费。

    AI for utilities requires capability and control

    d. For example, using the representative workloads and assumptions in this analysis: These break-evens are based on representative consumption-based pricing and a single dedicated NVIDIA A10 GPU instance billed hourly, assuming no negotiated discounts and traffic sustained 24×7. Workloads that run only part of the day require a higher request rate during active hours to reach the same economic crossover. A different instance type changes both cost and capacity, potentially shifting the break-eve

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  4. ServeTheHome

    GMKtec EVO-X3 迷你主机评测:128GB 内存的 AMD 本地 AI 盒子

    GMKtec 推出新款 Ryzen AI Max+ 迷你主机 EVO-X3,搭载 Ryzen AI Max+ 395 SoC,可调用 128GB LPDDR5X 内存作为 iGPU 显存,并罕见地配备 OCuLink 外接 PCIe 接口。该机采用全金属立式机身,厚 41mm,预装 AI 开发软件,定位 AI 工作站。

    utton we saw earlier, the solid green top gives the system a distinct two-tone color scheme. And perhaps a smidge of irony for the Ryzen-powered system, since it is much closer to NVIDIA’s shade of green than AMD’s. In any case, the top features another airflow vent as well. So, like virtually every other side of the system, it needs to be kept clear for cooling purposes. This also serves as the one significant non-metallic portion of the system for cleanly routing the wireless radio antennas. L

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  5. Baseten 工程博客

    Baseten 与 Goodfire AI 推出 Project Beacon,将安全信号引入开放模型推理

    Baseten 宣布与 Goodfire AI 合作推出 Project Beacon,通过在生成过程中读取模型内部激活值,在推理层实现主动、内联的安全控制,可在输出到达用户或工具前检测并处置不安全事件。该计划针对提示词注入、越权操作、敏感数据泄露和网络滥用等风险,未来数月将先覆盖部分模型和受监控行为,再扩展至企业管控与开发者体验,并以少量早期合作伙伴推向市场。

    eten Platform, including launching Base Labs to conduct open safety research, partnering with Hugging Face and Goodfire AI to launch our safety infrastructure, and partnering with NVIDIA on the Open Agent Safety Platform. Today, we’re announcing Project Beacon in partnership with Goodfire AI to bring proactive, inline safety controls to model inference. The risks we’re building for Project Beacon will enable us to build toward a world where safety isn't a static feature, or something that happen

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  6. Baseten 工程博客

    Baseten 与 Goodfire AI 合作推出 Project Beacon,为开源模型推理引入安全信号

    Baseten 宣布与 Goodfire AI 合作推出 Project Beacon,通过在生成过程中读取模型内部激活值,为开源模型推理带来主动、内联的安全控制,可在输出到达用户或工具前检测并处置不安全事件。该计划针对提示词注入、越权操作、敏感数据泄露和网络滥用等推理层风险,将 Goodfire 的行为监控信号接入 Baseten 推理路径。未来数月将先覆盖部分模型和受监控行为,再扩展至企业管控与开发者体验,并以少量早期合作伙伴推向市场。

    Baseten and Goodfire AI partner to bring safety controls to open models.

    eten Platform, including launching Base Labs to conduct open safety research, partnering with Hugging Face and Goodfire AI to launch our safety infrastructure, and partnering with NVIDIA on the Open Agent Safety Platform. Today, we’re announcing Project Beacon in partnership with Goodfire AI to bring proactive, inline safety controls to model inference. The risks we’re building for Project Beacon will enable us to build toward a world where safety isn't a static feature, or something that happen

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  7. 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

    this year shatters 2021 records but slows in latest quarter. Singapore startup Manus raises after its forced split from Meta. Google’s AI push in the classroom proves a nightmare. Nvidia CEO Jensen Huang’s son-in-law takes on a bigger role inside the company. USV among the VC firms raising new funds. A new lawsuit over Groq’s deal with Nvidia could throw a wrench in the reverse acquihire strategy. Tech moguls get the Hollywood treatment. The Main Item OpenAI Wanted Its Revenue Run-Rate to Match

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星期五

  1. Baseten 工程博客

    如何实现高质量的 NVFP4 量化?

    Baseten 工程博客解析高质量 NVFP4 量化的关键:决定哪些层能用 4 比特、哪些层需要更高精度。文章对比三种逐层格式分配方法——按架构决策的启发式算法、逐层测量且分数不可相加的孤立层敏感度评分,以及把饱和纳入每个分数、可在混合精度配方中相加的 SaturationQuant。NVFP4 每 16 个连续值共享一个 block scale,权重与激活使用独立 scale。

    rithmetic is matrix multiplication, which runs on the GPU's tensor cores. The benefit of quantization for compute-bound workloads is higher arithmetic throughput: on hardware like NVIDIA Blackwell GPUs with native FP4 support, FP4 tensor core operations can deliver up to 4× the peak FLOPS of FP16. What gets quantized and in what form? Weights are parameters learned during training. They stay fixed at inference. Each connection between two neurons has a weight, and each layer has its own tensor o

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  2. Chroma Research精选

    Chroma 发布 Context-1:20B 参数自编辑搜索智能体

    Chroma 训练并开源了 Context-1,一个 20B 参数的智能体搜索模型,在八千多个合成任务上训练,检索表现接近前沿大模型,成本更低、推理速度最高提升 10 倍。它作为检索子智能体工作,把高层查询拆成子查询并多轮搜索,在上下文窗口填满时主动丢弃无关结果,并以 Apache 2.0 许可开放权重和完整数据生成流程。训练采用先召回后精确的分阶段课程,配合基于抽取验证的合成任务生成流程,与人工判断的一致率超过 80%。

    Chroma Context-1: Training a Self-Editing Search Agent

    perform quantized aware distillation on traces from the higher precision model in order to quantize to MXFP4. At inference time, Context-1 is served via vLLM. The model runs on an Nvidia B200 with MXFP4 quantization for the MoE layers, enabling fast inference despite the 20B total parameter count. The serving layer exposes a streaming API that executes the full observe-reason-act loop, and returns tool calls, observations, and the final retrieved document, allowing downstream applications to ren

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  3. Moonshot AI · Kimi Blog精选

    月之暗面发布 Kimi K3:2.8T 参数开源模型,100 万 token 上下文

    月之暗面发布 Kimi K3,这是一个 2.8T 参数模型,采用 Kimi Delta Attention 与 Attention Residuals,具备原生视觉能力和 100 万 token 上下文窗口,已在 Kimi.com、Kimi Work、Kimi Code 和 Kimi API 上线,默认使用 max thinking effort。官方称其整体性能仍落后于 Claude Fable 5 和 GPT 5.6 Sol,但在自建评测中持续优于其他被测模型,完整权重将于 2026 年 7 月 27 日发布。模型采用 Stable LatentMoE,896 个专家中激活 16 个,官方称相比 Kimi K2 整体扩展效率提升约 2.5 倍,并已向 vLLM 社区贡献 KDA 前缀缓存实现。

    Kimi K3 hero visual

    el works independently in an identical sandbox, with up to 24 hours to profile, rewrite, and benchmark four tasks spanning AttnRes, KDA, and a 512-head-dimension MLA kernel across NVIDIA Hopper GPUs and GPGPU from an alternative vendor. Kimi K3 performed competitively with Fable 5 (with fallback) and substantially outperformed Opus 4.8, GPT 5.6 Sol, and GPT 5.5. Claude Fable 5 was evaluated by a third party, and its results may include fallback behavior. Across most models, some trajectories inc

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  4. MarkTechPost

    Conway Research 发布 Underdog Saluki 27B:2-bit 量化的 Qwen3.8-27B 在工具调用上超过原模型

    Conway Research 的端侧助手 Underdog 以 Apache 2.0 发布 Saluki 27B,这是 Qwen3.8-27B 的 2-bit 混合精度 GGUF,体积 7.89 GB,而 BF16 原模型需 54 GB,可在原生 llama.cpp 上运行并支持完整 GPU 卸载。在相同测试环境下,Saluki 在 Underdog Bench 的 120 项 BFCL v4 任务上得 88 分,原模型 84 分;并行工具调用 42 对 35;SWE-bench Verified 修复 30 个问题,原模型 33 个。代价是数学与多步推理下降 12 到 18 分,AIME 2025 为 79.2 对 96.7。

    ing, Michal excels at transforming complex datasets into actionable insights. Michal SutterArchitect Launches Liquid Inference, a Real-Time Auction for LLM Inference; Michal SutterNVIDIA PivotOPD Teaches Multi-Turn AI Agents to Recover From Pivotal Mistakes; Michal SutterAnthropic Releases Claude Haiku 5.5: A Small Model With 1M Context Priced at $0.10 per Million Input Tokens; Michal SutterReka Releases Rho-1: A 19B Omni-Reasoning Model That Understands, Generates Video and Outputs Robot Action

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  5. 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。

    87.9, followed by Claude Opus 5.5 at 83.2 and Grok 4.7 at 82.7; Long conversations: Arena’s CEO says misalignment exceeds 50% beyond 20 turns (interview); Tools degrade refusals: NVIDIA’s NeurIPS 2026 paper finds that tool access raises multimodal refusal failures by 17.7% on average and up to 68.7% relative, across Claude Opus 4.6/4.7, Gemini and Qwen3.5 (paper).Cause and fix: Tool outputs bury the original intent in context. Re-inserting the request before the final answer partially restores

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  6. AI Business

    Anthropic 扩大网络安全验证计划并发布更便宜的 Claude Haiku 5.5

    Anthropic 于 10 月 6 日扩大其网络安全验证计划(CVP),为合格安全人员提供 Claude Mythos 5.1、Opus 5.5 和 Sonnet 5.5 三个访问层级,并减少拦截分类器数量。该计划免费,但获准用户需按标准 token 消耗付费。Anthropic 同时发布 Claude Haiku 5.5,主打浏览器使用和客户支持等速度敏感任务,输入 token 在 10 万以内为 0.10 美元、超出部分 0.50 美元,输出 token 在 10 万以内为 0.50 美元、超出部分 2.50 美元。

    open model. At the same time, the Chinese vendors are pressuring providers of proprietary AI models, such as Anthropic, to make their models more accessible to enterprises Related:Nvidia agent safety push raises questions about who governs AI autonomy Cybersecurity verification program This tension is evident in Anthropic’s decision to expand its cyber verification program on October 6. Anthropic originally introduced the CVP in April alongside Project Glasswing and Claude Mythos. The expanded C

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  7. Databricks Blog

    Databricks:医学影像 AI 的真正瓶颈是数据,不是模型

    Databricks 发文指出,医学影像 AI 在医院、学术界、医疗器械与制药四大领域落地不佳,瓶颈在于数据而非模型:影像分散在 PACS、CRO 和中心实验室,难以去标识化,也少与其他模态关联。文中援引数据称,截至 2024 年中 FDA 授权的约 950 款 AI/ML 设备中约 723 款(约 76%)为放射学工具;EXAM 研究中 20 家机构联邦训练使模型 AUC 平均提升 16%、泛化性提升 38%。

    image4.png

    . Segmentation and classification models register in the same catalog as MLflow models, with their lineage back to the exact cohort they were trained on. For imaging specifically, NVIDIA MONAI and VISTA-3D (a foundation segmentation model covering 127 anatomical classes) plug in for auto-segmentation and fine-tuning, with an OHIF viewer embedded in a Databricks App so a radiologist or pathologist can review, correct, and relabel under the platform's security model. MONAI Label's active-learning

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  8. MarkTechPost

    JetBrains 发布 Mellum2.1:面向编码智能体的 12B MoE 开源模型

    JetBrains 发布 Mellum2.1,一个面向编码智能体与快速子智能体的 12B MoE 思考模型,每 token 激活 2.5B 参数,以 Apache 2.0 许可在 Hugging Face 上发布。架构与 Mellum2 相同,升级几乎全部来自真实软件环境中的强化学习,模型可自行探索仓库、编辑文件并检查改动。基准上 SWE-bench Verified 从 2.0 升至 47.0,LiveCodeBench v6 得 82.0,但 SWE-bench Pro、GPQA Diamond 和 AIME 仍落后于 Qwen3.5-9B;GGUF 量化版本从 7.0 GB 起,可在 llama.cpp、Ollama 和 LM Studio 本地运行。

    s files, and checks its own changes. TL;DR Size: 12B total, 2.5B active (64 experts, 8 active), 131,072-token context; Runs on: your own GPUs via vLLM or SGLang (speed tested on 1 NVIDIA H200). GGUF builds start at 7.0 GB for llama.cpp, Ollama and LM Studio; Performance: beats Mellum2 on 15 of 17 listed benchmarks; wins 5 of 17 against Qwen3.5-9B; Best: 82.0 on LiveCodeBench v6, ahead of Qwen3.5-9B (75.4) and Gemma 4 E4B (69.4); Worst: 17.4 on Terminal-Bench 2.1, below Qwen3.5-9B (21.7); Bottom

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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。

    unts on the 2026 Nothing Headphone (a) and giant lineup of Windows laptops and PCs start at just $179 in Best Buy’s updated Techtober Sale – just be sure to also scope out the new NVIDIA RTX Spark-powered Copilot+ PCs no up for pr-eorder too. Sony BRAVIA TVs up to $1,000 off at Amazon – OLED, mini-LED, Google TVs with Gemini, more Amazon just revealed its all-new Alexa Tablets. The new tablets feature ”world-class hardware, personalized intelligence from Alexa+, full Google Play Store access,” a

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  2. The Next Platform

    内存成为 IT 行业核心,AI 时代更是如此

    Gartner 数据显示,半导体市场营收在 2025 至 2026 年间近乎翻倍,但 2026 至 2027 年增速将放缓。自 2022 年 11 月 ChatGPT 引爆 GenAI 热潮以来,DDR4 服务器内存价格上涨 2 至 3 倍,DDR5 上涨 9 至 13 倍,30 TB TLC 企业级 SSD 上涨 6 至 7 倍,30 TB 近线硬盘上涨约 2.5 倍。HBM 成本涨幅相对温和,HBM2 约 8 美元/GB,HBM4 传闻约 16 美元/GB。

    e three makers of HBM stacked DRAM memory – Samsung, SK Hynix, and Micron Technology – and there are no spot prices because the market is not open but dedicated to two GPU makers (Nvidia and AMD) and XPU makers and/or their chip shepherds. So pricing information is a little sketchy. Back when HBM2 debuted in 2017, the rumor was that it cost around $20 per GB, but this settled down to around $8 per GB two years later. With HBM2E, which provided a bandwidth bump, it was around $10 per GB, rising t

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  3. The Rundown AI

    AI 的下一个前沿:人类细胞

    扎克伯格与 Priscilla Chan 的科学非营利组织 Biohub 将 5 亿美元的 Virtual Biology Initiative 扩展为 18 亿美元项目,联合美国 NIH、能源部、Google DeepMind、Meta 和 Isomorphic Labs,目标训练能模拟细胞的 AI,最终打造预测细胞对药物反应的“通用虚拟细胞”。Biohub 科学负责人 Alex Rives 称准确模型需要数万亿细胞数据,而目前最大数据集仅有数亿。

    chance to be featured. Google rolled out its SynthID Detector worldwide, letting anyone scan images, video, and audio for watermarks left by its AI and partners including OpenAI, Nvidia, and Kakao. Anthropic launched Claude Haiku 5.5, a budget model starting at the same $0.10 per million input tokens as OpenAI's GPT-6 Luna while passing it on multiple benchmarks. OpenAI debuted “intelligent UI,” a new GPT-6-powered feature within ChatGPT that lets the assistant answer using interactive charts,

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  4. Wired AI

    Tristan Harris 的科技非营利组织裁员过半,转向“创始人主导”模式

    由 Tristan Harris 联合创办的 Center for Humane Technology 将裁掉 16 名非创始人员工中的约一半,包括执行董事 Julie Guirado 和战略高级总监 Camille Carlton,并终止政策研究与诉讼工作,转向“创始人主导”的公众教育、定向简报和私下协调。该组织年预算约 600 万美元,储备金规模相近,董事会称此举是为应对加速的 AI 风险而聚焦单一战略。

    his was messed up.” Harris cofounded the center with Aza Raskin, the self-proclaimed inventor of the infinite scroll, and Randy Fernando, who once worked in developer education at Nvidia. The goal was to push tech companies to take more responsibility for the social consequences of their products, which in the early days meant examining issues like whether they were fomenting political radicalization or harming the mental health of teenagers. The language Harris used to describe these problems w

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  5. MarkTechPost

    Architect 推出 Liquid Inference,为 LLM 推理做实时竞价拍卖

    Architect Financial Technologies 推出 Liquid Inference,这是一个对每次 LLM 推理请求进行实时拍卖的路由器,提供方为指定模型报价,买方按最低且符合自身规则的报价成交。买方可在生成前锁定最高价格,并设置单任务成本上限、首 token 时延、最低吞吐、区域、零数据保留和提供方或模型白名单等规则,计费仅按实际用量。该服务兼容 OpenAI 与 Anthropic 客户端,官方称支持 Claude Code、Codex、OpenCode、Cursor、Pi 和 Cline,前 500 名用户可获 20 美元免费推理额度,推荐可获被推荐方费用的 20%。

    ova. With a solid foundation in statistical analysis, machine learning, and data engineering, Michal excels at transforming complex datasets into actionable insights. Michal SutterNVIDIA PivotOPD Teaches Multi-Turn AI Agents to Recover From Pivotal Mistakes; Michal SutterAnthropic Releases Claude Haiku 5.5: A Small Model With 1M Context Priced at $0.10 per Million Input Tokens; Michal SutterReka Releases Rho-1: A 19B Omni-Reasoning Model That Understands, Generates Video and Outputs Robot Action

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