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今天10月22日周四1 条
10月21日周三
  1. 钛媒体58

    智能体手机加速爆发:换机困境、端侧AI与下一代入口之争

    硅谷101梳理了智能体手机在2026年加速落地的三股推动力:换机周期拉长、端侧AI算力成熟与端云协同架构成型。文章以努比亚NaviX Ultra搭载豆包手机助手和骁龙旗舰平台为例,实测了长按AI键跨App操作、全局读屏与记忆能力,并对比苹果、谷歌、OpenAI在系统级Agent与超级入口上的不同路线。

  2. 钛媒体62

    AI 泡沫监测:债务层已经先动了

    作者以债券和信用违约互换(CDS)读数观察 AI 基建泡沫,认为债务层比股价更早反映风险。CoreWeave 2032 年到期债券跌至面值约 76 美分,五年期 CDS 利差突破 1000 个基点;甲骨文五年期 CDS 10 月中旬逼近 300 个基点,标普 7 月已将其评级降至 BBB-。

10月20日周二
  1. Lisan al Gaib30

    我需要更多这样的内容 我们需要更全面地看待 AI 的进步 @OpenAI:我们最新的模型进展带来了更强的能力,可用于构建和迁移 COBOL、Fortran 和 Visual Basic 等低资源编程语言编写的软件。 这些语言支撑着银行、政府和企业所依赖的软件。这方面的进展意味着理解数十年的业务逻辑,帮助开发者实现这些系统的现代化,同时保留仍然有效的部分。 我们正围绕开发者和企业客户带来的挑战构建这些能力。如果你的团队正在处理这类系统,请告诉我们接下来应该攻克哪些语言和工作流。 https://openai.com/index/low-resource-programming-languages/

    引用OpenAI@OpenAI

    Our latest model advances bring stronger capabilities for building and migrating software in low-resource programming languages such as COBOL, Fortran, and Visual Basic. These languages power software that banks, governments, and businesses depend on. Progress here means understanding decades of business logic and helping developers modernize those systems while preserving what works. We’re building these capabilities around the challenges developers and enterprise customers bring us. If your team is working on these systems, tell us which languages and workflows we should tackle next. https://openai.com/index/low-resource-programming-languages/

10月17日周六
  1. Sam Altman38

    很高兴看到 Nick 的这篇分享! @nickcammarata:可解释性可能是当下世界上最重要的科学问题,因为如果我们不知道自己正在构建什么,就无法解决对齐问题。我想我对此有好消息。我曾在 OpenAI 参与机械可解释性的早期工作,当时得出的结论是悲观的,因为神经网络似乎会折叠成任意纠缠的结。多年后,我启动了 OpenAI 首个大规模自动化可解释性项目,用当时原始的工具发现约 2% 的神经元是可读的。 借助现代智能体工具和更细致的观察,情况看起来完全不同。在参数量高达数万亿的模型中,绝大多数神经元都是可读的,它们的回路很优美。许多著名的纠缠神经元案例其实是被误解了。我预想的障碍大多并不存在。我现在认为,雄心勃勃的可解释性研究会在我们最需要它的时候被解决,而且可能相当快,因为自动化科学家在不断进步。这对可解释性或许是一个苦涩的教训:简单的东西,在荒谬的规模下,是有效的。 https://already-clean.goodfire.com/

    引用Nick@nickcammarata

    interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works https://already-clean.goodfire.com/

10月13日周二
  1. MIT Technology Review · AI40

    开放模型利与弊:Anthropic 称 GLM-5.3 构成重大网络攻击风险,开放与闭源之争何去何从

    Anthropic 发布报告称,Z.ai 于 8 月发布的开放权重模型 GLM-5.3 可被任何人自由下载和修改,构成重大网络攻击风险。开放模型支持者认为其可本地运行、成本更低、便于学术研究并防止权力集中,而 Artificial Analysis LLM 排行榜前八名目前仍均为闭源模型。

10月12日周一
  1. Andrej Karpathy60

    Andrej Karpathy 重提 4 月的一条推文,认为公众对 LLM 能力的认知差距正在扩大,已从两群人各说各话变成一条陡峭的漏斗。他估算约 6B 人几乎没接触过 LLM,1-2B 人只用免费版聊天产品,约 20M 人在数学与编程中专业使用前沿模型,而约 5,000 人能在内部接触前沿系统。

    引用Andrej Karpathy@karpathy

    Judging by my tl there is a growing gap in understanding of AI capability. The first issue I think is around recency and tier of use. I think a lot of people tried the free tier of ChatGPT somewhere last year and allowed it to inform their views on AI a little too much. This is a group of reactions laughing at various quirks of the models, hallucinations, etc. Yes I also saw the viral videos of OpenAI's Advanced Voice mode fumbling simple queries like "should I drive or walk to the carwash". The thing is that these free and old/deprecated models don't reflect the capability in the latest round of state of the art agentic models of this year, especially OpenAI Codex and Claude Code. But that brings me to the second issue. Even if people paid $200/month to use the state of the art models, a lot of the capabilities are relatively "peaky" in highly technical areas. Typical queries around search, writing, advice, etc. are *not* the domain that has made the most noticeable and dramatic strides in capability. Partly, this is due to the technical details of reinforcement learning and its use of verifiable rewards. But partly, it's also because these use cases are not sufficiently prioritized by the companies in their hillclimbing because they don't lead to as much $$$ value. The goldmines are elsewhere, and the focus comes along. So that brings me to the second group of people, who *both* 1) pay for and use the state of the art frontier agentic models (OpenAI Codex / Claude Code) and 2) do so professionally in technical domains like programming, math and research. This group of people is subject to the highest amount of "AI Psychosis" because the recent improvements in these domains as of this year have been nothing short of staggering. When you hand a computer terminal to one of these models, you can now watch them melt programming problems that you'd normally expect to take days/weeks of work. It's this second group of people that assigns a much greater gravity to the capabilities, their slope, and various cyber-related repercussions. TLDR the people in these two groups are speaking past each other. It really is simultaneously the case that OpenAI's free and I think slightly orphaned (?) "Advanced Voice Mode" will fumble the dumbest questions in your Instagram's reels and *at the same time*, OpenAI's highest-tier and paid Codex model will go off for 1 hour to coherently restructure an entire code base, or find and exploit vulnerabilities in computer systems. This part really works and has made dramatic strides because 2 properties: 1) these domains offer explicit reward functions that are verifiable meaning they are easily amenable to reinforcement learning training (e.g. unit tests passed yes or no, in contrast to writing, which is much harder to explicitly judge), but also 2) they are a lot more valuable in b2b settings, meaning that the biggest fraction of the team is focused on improving them. So here we are.

10月3日周六
10月2日周五
  1. Sam Altman23

    你应该能在任何需要的地方使用你的 AI 订阅:

    引用Vignesh@vigyso

    I am going to try and answer a bunch of questions that people have raised about Sign in with ChatGPT in the next couple of days. Before that, I want to let you all in to why we shipped Sign in with ChatGPT (SIWC) in the first place. Clarify our intentions here before getting to the specifics.

9月29日周二
9月23日周三
  1. Sam Altman15

    初创公司天生擅长这一点;但要让一家更大的公司也保持这种能力却很难,我认为这是一个尚未被充分探索的领域。

    引用pranav@prd_008

    OpenAI's superpower is the ability to swiftly assemble an empowered group of highly capable people to work on the most important and urgent thing at any point of time. No one really cares for org lines. It's how we stay nimble, seize opportunities, and recover from mistakes.

4月10日周五