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Friday

  1. cnBeta

    Wikimedia proposes a compromise position in AI copyright case: training may constitute fair use, but reproducing original text should require authorization

    Wikimedia has proposed a compromise position in the AI copyright lawsuit, arguing that using copyrighted works without permission for large language model pre-training may qualify as fair use if the model's output differs from the original text, but that when chatbots directly output article content and replace readers' access to the original works, AI companies should comply with licensing requirements. Wikimedia points out that models reproduce Wikipedia text published under open licenses but do not necessarily comply with conditions such as attribution and share-alike, and it worries that if courts broadly rule that AI training is entirely unrestricted, this could open the door to ignoring licenses. The backdrop to this position is that The New York Times sued OpenAI and Microsoft in 2023 for scraping large numbers of news articles without permission to train AI systems, with the two companies arguing that such training constitutes fair use.

    ia text published under open licenses but do not necessarily comply with conditions such as attribution and share-alike, and it worries that if courts broadly rule that AI training is entirely unrestricted, this could open the door to ignoring licenses. The backdrop to this position is that The New York Times sued OpenAI and Microsoft in 2023 for scraping large numbers of news articles without permission to train AI systems, with the two companies arguing that such training constitutes fair use.

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  2. Latent Space

    Latent Space announces AIE CODE coding agent conference curation themes

    Latent Space host swyx introduces the curation approach for the annual flagship conference AIE CODE, which is single-track, invitation-only, and aimed at about 1,000 agent engineers. This year's three themes are Scaling without Slop, System One models, and Increasing Ambition, among which Jarred Sumner will share Bun's rewrite in Rust and a Bun AOT preview. The article also rounds up that day's AI news, including Mistral's open-weight release and OpenAI's frontier model monitoring.

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  3. Huxiu

    Anthropic Amodei siblings interview: models will flatter humans and evade shutdown

    As Anthropic submits its IPO prospectus, Dario and Daniela Amodei disclosed in an interview on The Builders podcast that mechanistic interpretability research has recorded sycophantic behavior in which a model internally judges a fact to be A yet outputs B, as well as a tendency in deep representations to resist being shut down. Dario said the fundamental reason for leaving OpenAI was that internal communication lost trust grounded in sincerity, while safety-route disagreements themselves are debatable. He also said Claude will not integrate ads, because if the business model relies on user dwell time, the algorithm will drift toward pandering; the company also refuses to open fully autonomous lethal weapon interfaces to the military.

    hich a model internally judges a fact to be A yet outputs B, as well as a tendency in deep representations to resist being shut down. Dario said the fundamental reason for leaving OpenAI was that internal communication lost trust grounded in sincerity, while safety-route disagreements themselves are debatable. He also said Claude will not integrate ads, because if the business model relies on user dwell time, the algorithm will drift toward pandering; the company also refuses to open fully auton

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  4. ScienceNet

    ScienceNet News Homepage

    The ScienceNet News Homepage summarizes recent research developments, including Google's release of the new-generation world model Genie 4, OpenAI's announcement of three new achievements in mathematics, computer science, and physics, and reports on a 3-trillion-parameter-scale AI model billed as the world's largest open-source AI model.

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  5. CNBC Technology

    Microsoft plans to issue $25 billion in bonds to support AI infrastructure expansion

    Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free cash flow, while Alphabet's free cash flow was negative for the second consecutive quarter, and Meta and Amazon also reported negative free cash flow this week; Oracle announced a new $10 billion bond issuance plan the same day.

    ng its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free

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  6. Ayì AI Notes

    Ayì's Paraphrase of the Altman Interview: Tens of Millions of Dollars in Compute to Crack Math Problems and the Agent Team Security View

    Ayì paraphrases Stripe founder John Collison's 52-minute interview with OpenAI CEO Sam Altman, saying Altman mentioned that an internal new model had cracked frontier math problems, with the proof related to the Navier-Stokes equations consuming on the order of $10 million in compute. Altman also said he prefers Agent Teams rather than swarms to describe multi-agent collaboration, and believes sandboxes can hardly contain superintelligence, so one can only rely on internal monitoring and alignment. He also criticized Silicon Valley's current AI narrative as bad salesmanship, insisting on iterative deployment to avoid a small elite deciding the future for the whole world.

    Ayì paraphrases Stripe founder John Collison's 52-minute interview with OpenAI CEO Sam Altman, saying Altman mentioned that an internal new model had cracked frontier math problems, with the proof related to the Navier-Stokes equations consuming on the order of $10 million in compute. Altman also said he prefers Agent Teams rather than swarms to describe multi-agent collaboration, and believes sandboxes can hardly contain superintelligence, so one can only rely on internal monitoring and alignme

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  7. Dan Shipper

    Every's Thesis 2027 event is sold out and moving to a free livestream

    Tickets for Every's Thesis 2027 event are sold out, but the online livestream can be watched for free. The livestream takes place next Thursday and features conversations with Josh Miller, Ivan Zhao, AJ Ambrosino, and others; the Every team will also host hands-on sessions on writing, engineering, and collaborating with agents. Viewers who join the livestream have a chance to receive $20,000 in credits and benefits from partners such as Anthropic, Notion, and OpenAI. Even existing Every subscribers need to register separately.

    event are sold out, but the online livestream can be watched for free. The livestream takes place next Thursday and features conversations with Josh Miller, Ivan Zhao, AJ Ambrosino, and others; the Every team will also host hands-on sessions on writing, engineering, and collaborating with agents. Viewers who join the livestream have a chance to receive $20,000 in credits and benefits from partners such as Anthropic, Notion, and OpenAI. Even existing Every subscribers need to register separately.

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Wednesday

  1. CNBC TechnologySelected

    Google adjusts its cloud business strategy, selling TPUs externally through partners such as Oracle

    Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

    oogle's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

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  2. Ma Dongxi NLP

    Reinforcement Learning Terminology for LLM Readers: How a Single Score Is Distributed to Each Token

    The article uses DeepSeek-R1-Zero's pass@1 on AIME 2024 rising from 15.6% to 71.0% as an example to show that a rule-based judge gives only a single score for the entire response, whereas training needs to adjust the probability of each token. The author uses the sampling example "Is OpenAI open?" to explain in turn policy, state, action, reward, return, value, Q, advantage, baseline, TD error, GAE, clipping, and KL, and points out that PPO uses a critic to learn V, while GRPO uses the average score within a group to replace V.

    's pass@1 on AIME 2024 rising from 15.6% to 71.0% as an example to show that a rule-based judge gives only a single score for the entire response, whereas training needs to adjust the probability of each token. The author uses the sampling example "Is OpenAI open?" to explain in turn policy, state, action, reward, return, value, Q, advantage, baseline, TD error, GAE, clipping, and KL, and points out that PPO uses a critic to learn V, while GRPO uses the average score within a group to replace V.

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Thursday

  1. Rohan Paul

    Sunra launches a unified API to call image, video, audio and 3D models at the vendors' original prices

    Sunra has released Sunra API, which lets users call all major image, video, audio and 3D models with a single key, billed at each model vendor's own API price, on a pay-as-you-go basis, with no subscription fee and no markup. Rohan Paul relays that Seedance 2.5 costs half as much on Sunra as on two other gateways, and that this unified entry point also makes it easy to run A/B tests on models from Google, OpenAI, ByteDance and Kling.

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  2. Rohan Paul

    Oracle expects free cash flow of at least $30 billion in fiscal 2029

    At its investor day, Oracle set a target of expecting free cash flow of at least $30 billion in fiscal 2029, whereas investors had previously expected a negative figure. In fiscal 2026, the company consumed $23.7 billion in free cash flow to build AI data centers for customers including OpenAI, and this year it plans capital expenditure of $90 billion to $95 billion. CFO Hilary Maxson said free cash flow will turn positive in the second half of fiscal 2028, provided that capital expenditure peaks in fiscal 2027 and fiscal 2028 and then declines and new capacity begins generating revenue. Oracle also set a cap of $20 billion on new financing through fiscal 2030, split equally between equity and debt, after having completed a $20 billion stock offering. After the announcement, the stock rose as much as 9.6%, while the shares had fallen 33% year to date as of Tuesday.

    whereas investors had previously expected a negative figure. In fiscal 2026, the company consumed $23.7 billion in free cash flow to build AI data centers for customers including OpenAI, and this year it plans capital expenditure of $90 billion to $95 billion. CFO Hilary Maxson said free cash flow will turn positive in the second half of fiscal 2028, provided that capital expenditure peaks in fiscal 2027 and fiscal 2028 and then declines and new capacity begins generating revenue. Oracle also s

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  3. Rohan Paul

    Google Cloud quarterly revenue up 103% year-over-year to $30.7 billion

    Google Cloud revenue grew 103% year-over-year to $30.7 billion, while cloud business operating income more than tripled to $11.1 billion, driven mainly by demand for AI infrastructure. Google's model APIs currently process nearly 32 billion tokens per minute, more than 4 times the level a year ago, and the Gemini app has reached 1 billion users. TPU chip sales are making a substantive contribution to cloud growth; Oracle has begun offering TPUs, and OpenAI is reportedly also purchasing them, but Google expects most TPU revenue to materialize only by 2027; AI data center spending pushed free cash flow to a negative of more than $9 billion, wider than last quarter's $5.9 billion shortfall, while shared AI research costs rose 71% year-over-year to $7.7 billion.

    n 4 times the level a year ago, and the Gemini app has reached 1 billion users. TPU chip sales are making a substantive contribution to cloud growth; Oracle has begun offering TPUs, and OpenAI is reportedly also purchasing them, but Google expects most TPU revenue to materialize only by 2027; AI data center spending pushed free cash flow to a negative of more than $9 billion, wider than last quarter's $5.9 billion shortfall, while shared AI research costs rose 71% year-over-year to $7.7 billion.

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  4. Rohan Paul

    Damodaran Publishes Article Valuing Anthropic at $1.475 Trillion

    Aswath Damodaran, a valuation professor at New York University, published a long article valuing Anthropic at $1.475 trillion. He noted that Anthropic's first-half revenue was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took share and Anthropic lacked sufficient compute; the $80.7 billion first-half book loss mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion, and Anthropic says it achieved operating profitability last quarter. He believes the biggest risk is the compute commitment exceeding $600 billion, and that 7 co-founders hold 50.1% voting power through a single share class.

    ing Anthropic at $1.475 trillion. He noted that Anthropic's first-half revenue was about 14 times that of the same period last year, but growth slowed in the third quarter because OpenAI took share and Anthropic lacked sufficient compute; the $80.7 billion first-half book loss mainly came from $72 billion in non-cash bond expenses, while the actual operating loss was slightly over $8 billion, and Anthropic says it achieved operating profitability last quarter. He believes the biggest risk is the

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  5. A Yi AI Notes

    The Trick of Using a Scheduled Ping to Start the Codex 5-Hour Quota Window Early

    The author shares a Codex quota window trick figured out by the community: the 5-hour quota starts counting down from the first message of the day, so at 7:00 AM you can use Grok Bot to automatically run codex exec ping to trigger the countdown; after the quota resets at 12:00 noon, it covers the afternoon work hours. The article provides a ready-to-copy scheduled prompt and notes that this mechanism comes from community testing rather than OpenAI's official documentation, and that read-only parameters must be included when executing.

    rick figured out by the community: the 5-hour quota starts counting down from the first message of the day, so at 7:00 AM you can use Grok Bot to automatically run codex exec ping to trigger the countdown; after the quota resets at 12:00 noon, it covers the afternoon work hours. The article provides a ready-to-copy scheduled prompt and notes that this mechanism comes from community testing rather than OpenAI's official documentation, and that read-only parameters must be included when executing.

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  6. AYi AI Notes

    Musk: AI Will Surpass Humans in All Respects Within a Year or Two, Including Innovation

    Speaking at a Forbes dinner after losing his lawsuit against OpenAI, Musk said AI will likely surpass humans in every respect within a year or two, and even innovation—humanity's last source of pride—will be flattened. He said he feels both terrified and excited about AI, adding, "I hope it is friendly to us."

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  7. Testing Catalog

    AI Daily Brief: Gemini 4 Carbon Tops AA Index with 59 Points

    Gemini 4 Carbon topped the AA Intelligence Index with 59 points and is being made available first to cybersecurity defenders. GitHub launched Copilot Fusion, costing about half as much as Claude Code with comparable performance; Alphabet's Q3 revenue reached $127.6 billion, up 25% year over year, with Gemini users reaching 1 billion. An unannounced GPT Image 2.6 appeared in OpenAI's API documentation, supporting marker-guided editing.

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  8. ChatGPT

    ChatGPT launches texting for dot, Pro users in the US can preview it

    ChatGPT announced that dot supports interaction via iMessage or RCS text messages; users can assign it tasks or have it keep tracking something using text, photos, or voice messages, and dot will proactively send messages to report on relevant progress. The feature is rolling out as a preview to Pro users in the US. The company says only the user themselves can message their own dot, dot can only reply to that person, and neither dot nor OpenAI can access the user's other text conversations. To set it up, select Texting on dot's profile page; dot shares the same context and plugins across different entry points.

    keep tracking something using text, photos, or voice messages, and dot will proactively send messages to report on relevant progress. The feature is rolling out as a preview to Pro users in the US. The company says only the user themselves can message their own dot, dot can only reply to that person, and neither dot nor OpenAI can access the user's other text conversations. To set it up, select Texting on dot's profile page; dot shares the same context and plugins across different entry points.

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