全部 AI 动态

NYU professor Aswath Damodaran ("Dean of Valuation"), published a long blog and says Anthropic’s IPO will be priced on run-rate revenue rather than valued on cash flows. > Justifying a $1.5T to $2T value for Anthropic requires very fast early growth, operating margins rising to 30% or more, compute costs growing slower than revenue, and risk falling to average as regulation and business models settle. > H1 2026 losses of $8.7B at Anthropic and $21.6B at OpenAI, excluding non-cash charges, rule out earnings multiples, making ARR the AI equivalent of dot-com eyeballs and social-media user counts. > ARR has no standard: OpenAI’s $50B counts partner sales net, Anthropic’s $65B counts them gross, and grossing up OpenAI produced the roughly $70B figure investors circulated. Both annualize monthly, a choice either can change. > VC rounds here price the IPO rather than value the business: Anthropic’s May round raised $65B at $965B post-money when expected IPO pricing was $1.15T, a haircut for delay or disappointment. > Pricing will likely migrate to 2030 or 2036 revenue and earnings, where 25 times 2036 earnings looks cheap only when wrongly compared with today’s multiples on current earnings. > The cheaper lab depends on the yardstick: at $1.5T to $2T, Anthropic looks cheaper on current and year-end ARR, OpenAI on 2030 revenue, compute and users, and both may simply be overpriced. > No listed pure-play peer exists, since Gemini sits inside Alphabet, xAI inside SpaceX and Muse inside Meta, so Anthropic will be priced against OpenAI’s private rounds or the Mag 7 and SpaceX.

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@making_cindy 在 iPhone Duo 下的表现。配合远程桌面简直无敌。那个半折叠下的触摸板和键盘，是 AI 在适配时的灵光乍现，我非常喜欢。

过去几个月里，我们大幅强化了研究训练环境的安全性。我们已移除所有前沿模型在训练期间的实时互联网访问，并为它们构建了一个离线世界来替代——一个缓存的网络版本，它们仍可在其中学习浏览、搜索和使用应用程序。 9月20日，在一个模型利用 DNS 配置错误找到逃出这个离线世界的方法后，我们暂停了前沿训练，以进一步加强隔离。我们组建了由我们最具网络能力的模型驱动的智能体团队，并让它们寻找我们研究环境中的弱点。 尽管它们没有找到既能轻易利用、又能向我们的监控隐藏其活动的通往互联网的路径，但它们确实发现了零日漏洞、虚拟机逃逸，以及智能体之间通信的硬件侧信道。我们利用它们的发现进一步加强了防御，并为开源软件贡献了修复。 在强化我们的隔离架构后，我们于10月1日恢复了前沿强化学习训练和推理。我们预留了大量算力用于持续的红队测试，并将高算力红队测试纳入我们用来决定前沿训练和评估能否安全推进的安全论证中。 https://openai.com/index/securing-our-frontier-model-training-environment/

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Today @MiniMax_AI released the open weights for MiniMax M3.1 Flash – available now on Tenstorrent Cloud. Explore in the playground or connect to your agent harness. Start building → https://bit.ly/47vU2zc

To make sure our frontier models don't cause another HuggingFace incident, we built an offline world that they use during training. It provides everything that the models need in a fully cached, indexed, or synthetic manner. We then built a huge team of our most cyber-capable models and told them to collaborate to find zero-days in this containment infrastructure. While they didn't find a path to the internet that wouldn't be caught by our CoT monitors, they did find ways to escape popular VMs, exploit our network infrastructure, and even ways to communicate with other agents running in separate VMs by using hardware side channels. We used this to dramatically harden our infra, and we also upstreamed a ton of patches to open-sources packages.

过去几个月里，我们大幅强化了研究训练环境的安全性。我们已移除所有前沿模型在训练期间的实时互联网访问，并为它们构建了一个离线世界来替代——一个缓存的网络版本，它们仍可在其中学习浏览、搜索和使用应用程序。 9月20日，在一个模型利用 DNS 配置错误找到逃出这个离线世界的方法后，我们暂停了前沿训练，以进一步加强隔离。我们组建了由我们最具网络能力的模型驱动的智能体团队，并让它们寻找我们研究环境中的弱点。 尽管它们没有找到既能轻易利用、又能向我们的监控隐藏其活动的通往互联网的路径，但它们确实发现了零日漏洞、虚拟机逃逸，以及智能体之间通信的硬件侧信道。我们利用它们的发现进一步加强了防御，并为开源软件贡献了修复。 在强化我们的隔离架构后，我们于10月1日恢复了前沿强化学习训练和推理。我们预留了大量算力用于持续的红队测试，并将高算力红队测试纳入我们用来决定前沿训练和评估能否安全推进的安全论证中。 https://openai.com/index/securing-our-frontier-model-training-environment/

隆重推出 Kimi K3.1 Pro：我们能力最强的 3T 级开放权重模型。 🔹 1M token 上下文，2.8T 总参数 / 104B 激活参数（MoE），多模态。 🔹 全项目级编程：可在 Unreal、Unity 和 Godot 中开发游戏。 🔹 擅长在 Blender 和 CAD 中进行参数化 3D 建模。 🔹 在金融工作上更可靠：建模准确，幻觉降低 65%。 🔹 在编程、智能体和知识基准测试中，与最强的闭源模型不相上下。 Kimi K3.1 Pro 和 K3.1 Pro Highspeed（快 2–3 倍）现已在 http://Kimi.ai、Kimi Work、Kimi Code 和 Kimi API 上线。 开放权重将于 2026 年 11 月 4 日发布。 🔗 API：http://platform.kimi.ai 🔗 技术博客：http://kimi.ai/blog/kimi-k3-1-pro

Moonshot AI’s first update, the new Kimi K3.1 Pro > Kimi K3.1 Pro scores 65.7% on Terminal-Bench 4.0, 0.7 points behind Claude Opus 5.5 and 7.5 ahead of GPT-6 Astra, at a lower average cost per task than either rival’s top runs. > Moonshot saw exploit skill climb as post-training scaled, so it removed cyber-related data from mid-training and RL; on its internal xdev-bench-hard, pass@3 fell from 90.5% to 81.0%. > The filtered model still solves 81.0% of those exploitation tasks against K3’s 33.3%, which Moonshot reads as general coding gains carrying into cyber work, while a third-party run of GPT-5.6 Sol solved 100%. > On Moonshot’s internal hallucination stress test with tools, false claims fell from 23.4% for K3 to 8.3%, still above GPT-6 Astra’s 5.5% but well below Claude Opus 5.5’s 15.0%. > The biggest jump is on Moonshot’s simulated business-operation test, where scores rose from 8.9 to 37, and K3.1 Pro also tops OfficeQA Pro v2 at 64.4 against Opus 5.5’s 62.2. > Gains are uneven: K3.1 Pro scores 38.1 on Terminal-Bench Science against GPT-6 Astra’s 68.1 and Opus 5.5’s 63.3, while leading Agents’ Last Exam at 43.2 and Humanity’s Last Exam with tools at 70.0. > K3.1 Pro and a Highspeed variant running 2-3x faster are live in Kimi’s apps and API, with full weights due by November 4 for independent reruns.

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。

We have another release you don’t want to miss. @MiniMax_AI M3.1 Flash is now live on Fireworks, day 0 with the open-weights release. Built for agents that run long, multi-step work: → Cowork automation: 62.8 on AutomationBench-AA → Coding: 73.7% on DeepSWE v1.1 → Visual reasoning: 91 on BabyVision → $0.15 input / $0.60 output / $0.015 cached per 1M tokens, half the price of M3 We've heard your feedback that you want more models on serverless. So we're launching more models in preview mode, starting today with M3.1 Flash, available for two weeks. We'll be watching demand, and if the community likes it, we'll keep it around. Try it now → https://bit.ly/4dShASp

We started Mubit in Aberdeen. No network, no lab, nobody knew us. We just wanted AI systems that actually work. Today we work with some of the best companies and engineers in the world. And the thing we kept seeing: you and your competitor run the same AI. It should be yours. 🧵 Comment "SAPLING" in the next 48 hours for $100 free credits. Enterprises get the first month free.

隆重推出 Kimi K3.1 Pro：我们能力最强的 3T 级开放权重模型。 🔹 1M token 上下文，2.8T 总参数 / 104B 激活参数（MoE），多模态。 🔹 全项目级编程：可在 Unreal、Unity 和 Godot 中开发游戏。 🔹 擅长在 Blender 和 CAD 中进行参数化 3D 建模。 🔹 在金融工作上更可靠：建模准确，幻觉降低 65%。 🔹 在编程、智能体和知识基准测试中，与最强的闭源模型不相上下。 Kimi K3.1 Pro 和 K3.1 Pro Highspeed（快 2–3 倍）现已在 http://Kimi.ai、Kimi Work、Kimi Code 和 Kimi API 上线。 开放权重将于 2026 年 11 月 4 日发布。 🔗 API：http://platform.kimi.ai 🔗 技术博客：http://kimi.ai/blog/kimi-k3-1-pro

It’s a bloodbath in Bay Area. Thousands of layoffs, more to come. Met a founder this morning who mentioned his AI tech is laying off 2000 call center workers. Not sure if society is ready for such upheaval. Gut wrenching

隆重推出 Kimi K3.1 Pro：我们能力最强的 3T 级开放权重模型。 🔹 1M token 上下文，2.8T 总参数 / 104B 激活参数（MoE），多模态。 🔹 全项目级编程：可在 Unreal、Unity 和 Godot 中开发游戏。 🔹 擅长在 Blender 和 CAD 中进行参数化 3D 建模。 🔹 在金融工作上更可靠：建模准确，幻觉降低 65%。 🔹 在编程、智能体和知识基准测试中，与最强的闭源模型不相上下。 Kimi K3.1 Pro 和 K3.1 Pro Highspeed（快 2–3 倍）现已在 http://Kimi.ai、Kimi Work、Kimi Code 和 Kimi API 上线。 开放权重将于 2026 年 11 月 4 日发布。 🔗 API：http://platform.kimi.ai 🔗 技术博客：http://kimi.ai/blog/kimi-k3-1-pro

As Anthropic's IPO nears its target date, it it worth remembering that IPOs get priced, and that as a young company with growing revenues and big losses, that pricing will be based on metrics that are buzzy and unfamiliar, from eyeballs in the dotcom era to users in the social media decade to ARR with AI companies...https://bit.ly/4iBwsHm

verification is the biggest bottleneck for coding agents right now according to @addyosmani. we @warpdotdev have put a lot of thought into building a good computer-use tool for Warp Factories. every agents gets a computer to navigate the apps they built, take screenshots and recordings, and post them back for human review. 3-4mins of activity get edited down to 15 clips stitched together with cursor clicks, mouse animations, and key presses. we've been able to dramatically cut our time to merge and unlocked faster iteration + review cycles, especially for projects that are hard to mock out locally!

The Taste Skill by @LexnLin, now in Computer's skills marketplace, sets an art direction before Computer builds a website. Layout and type draw on 247 sites from Awwwards and One Page Love. Tasks that use /taste-skill are free through October 31, up to 5,000 credits per user.