全部 AI 动态

I just bought my kids 2 Garmin watches with one text. "Grok Bot, order me two vivosmart 5s for my two kids shipped to my home" It already knows my address and my card. It found the right size and color, did the checkout and placed the order. Just a minute later, I had the confirmation... I never opened a website. This is the new way to shop.

Sundar Pichai 谈 Gemini 4 与 AI 算力紧缺 即便是 Google 也拿不到足够的算力。在 Gemini 4 Argon 更广泛发布后不久，我与 Google 和 Alphabet CEO @sundarpichai 坐下来聊了聊它的早期反响、他仍希望模型改进的地方，以及要让 Google 保持在 AI 前沿需要付出什么。 Pichai 解释了 Google DeepMind 近期的领导层变动，以及为什么构建前沿模型已成为一份“全身心投入”的工作。我们还谈到了 Google 对个人智能体竞赛的回应、他如何预测 Gemini 将替你完成更多工作，以及智能体最终是否会把 Search、Gmail 和 Gemini 整合到一起。 我问他 Google 自由现金流转为负值、AI 基础设施建设中的风险，以及他如何在还不知道模型将具备何种能力的数年前就规划需求。他解释了让他有信心继续投入的信号，以及他如何使用 AI 智能体来跟踪 Google 内部的模型开发和算力使用情况。 时间戳： 00:00 Gemini Argon 发布反响 01:49 模型访问与安全 06:20 AI 模型竞赛 08:35 智能体突破与 2027 年 11:34 递归自我改进 15:41 DeepMind 领导层变动 19:52 Google 的 AI 算力投资 25:20 AI 支出可持续吗？ 33:18 Sundar 如何使用 AI 智能体 35:35 Gemini 的个人智能体计划 38:37 AI 智能体如何改变网络 43:52 Google 的太空数据中心 47:38 Waymo 的扩张战略 50:26 Wing 的无人机配送计划 51:36 AI 安全与监管 55:58 Google 的量子计算押注 YouTube：https://youtu.be/fJBSNEFdm8c Spotify：https://open.spotify.com/episode/0cJBqmVz3CWJSPdmBOeJGu?si=NBxJIMhZRgikafPtwY0sZA Substack：https://sources.news/p/sundar-pichai-gemini-4-google-other-bets Apple Podcasts：https://podcasts.apple.com/us/podcast/sundar-pichai-on-gemini-4-and-the-ai-compute-crunch/id1840154537?i=1000797461022 本期节目的呈现赞助商是 @hyperagentapp。感谢节目的首席赞助商：@Atlassian、@meetgranola 和 @mercury。

From childhood prodigy to AI pioneer to Nobel Prize winner, Demis Hassabis has always had a simple plan. Step one, solve intelligence. Step two, solve everything else. 🔗 https://on.wsj.com/4i0Axoo

Wow Grok Bot is super fucking good and so beautifully designed. 10/10 Product.

Here's everything that happened in Personal AI Agents this week from Anthropic, OpenAI, SpaceXSI, Meta, OpenClaw, Nous Research, ZeroClaw, Perplexity, Underdog, Hark, Pally, Wabi, Town, and more. Four Horsemen edition (save for later + share with your team) 🧵

Grok Bot genuinely changed my life. My Bots are now part of pretty much everything I do, both at work and in my personal life. It’s actually crazy how much I rely on them now.

Computer wrote and produced a five-minute film on how a chip gets made, drawing on 13 technical references from ASML, Intel, TSMC, Cadence, SkyWater, and IEEE Spectrum. Skip to 3:59 for why "3 nanometers" doesn't mean what it sounds like.

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios. The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios. Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said. Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior. Read my latest for Axios here: https://www.axios.com/2026/10/22/ai-agents-banks-unauthorized-accounts-access

I asked @bcherny how many Claude agents he's running right now as he sat next to me. "A few thousand." Boris (creator of Claude Code) came back to my Stanford course 𝗧𝗵𝗲 𝗠𝗼𝗱𝗲𝗿𝗻 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗗𝗲𝘃𝗲𝗹𝗼𝗽𝗲𝗿 last Thursday. His main takeaways: - 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝘆𝗼𝘂𝗿 𝗯𝗼𝘁𝘁𝗹𝗲𝗻𝗲𝗰𝗸: Claude has written 100% of his team's code since November and output is up ~10x per engineer. So much code shipped that people stopped reading it carefully and started skimming, so they automated code review. Approvals are next. The team identified the main things impeding their development velocity and built systems to unblock themselves. - 𝗕𝘂𝗶𝗹𝗱 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗺𝗼𝗱𝗲𝗹 𝟲 𝗺𝗼𝗻𝘁𝗵𝘀 𝗼𝘂𝘁: early Claude Code revenue was flat for months because the model wasn't smart enough yet. Then Opus 4 came out and growth became astronomic. His method is to read your agent transcripts and see where the model fails. That's where it will improve in the next model release. - 𝗦𝗺𝗮𝗹𝗹 𝘁𝗲𝗮𝗺𝘀 𝗴𝗼 𝗳𝗮𝘀𝘁𝗲𝗿: for months Claude Code was basically just him. With AI, one or two people can outship a team 100 times their size. Constraints breed creativity. - 𝗧𝗵𝗶𝗻𝗸 𝗶𝗻 𝗹𝗼𝗼𝗽𝘀: his grandpa programmed punch cards in the Soviet Union. Boris writes loops that run for days or weeks and spawn many agents. He expects that typing code by hand is heading where punch cards went. - 𝗗𝗼𝗺𝗮𝗶𝗻-𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝗯𝘂𝗶𝗹𝗱𝗲𝗿𝘀 𝗮𝗿𝗲 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲: he expects the best accounting software of 2027 to be built by an accountant. When code is cheap, knowing the problem deeply is the only alpha In the 50 years after the printing press, Europe produced more literature than in the previous 1,000. He thinks coding is about to undergo a similar explosion of creation.