#大佬观点
#大佬观点
今日 34 条
Thomas Wolf@Thom_WolfAI 评分55
Sam Altman@samaAI 评分99
Noam Brown@polynoamialAI 评分5858
引用OpenAI@OpenAIGPT-6.1 Sol: near-Astra intelligence for a fifth of the price. It’s the most cost-efficient model for its performance available today.
Noam Brown@polynoamialAI 评分6161引用OpenAI@OpenAIIntroducing dots, powered by GPT-6 Astra. Remarkably capable, always-on agents built to handle everything.
Yuchen Jin@Yuchenj_UWAI 评分2222Fast:快 2 倍,价格 2 倍。 Ultrafast:快 8 倍,价格 6 倍。 也许我们应该推出一些 Ultra-ultrafast 开源模型端点?

Thariq@trq212AI 评分3232
Yuchen Jin@Yuchenj_UWAI 评分3434Ars Technica · AIAI 评分5454 Firefox 负责人谈 Firefox 157 重设计与抢夺 Chrome 用户的策略
Firefox 157 于今日推送覆盖桌面和移动端的重设计,Mozilla Firefox 负责人 Ajit Varma 在访谈中解释产品策略。他表示 AI 编码工具让团队提速,AI 相关工程师占比不足 10%,核心投入仍是 Gecko;Firefox 提供 AI controls 让用户自行开启或关闭 AI 功能,并继续支持 Manifest V2。
Frank Wang 玉伯@lifesingerAI 评分3737
AI Notkilleveryoneism Memes ⏸️@AISafetyMemesAI 评分4747引用Joe@joedarooTook a minute to write a few words about security & safety as someone who lived through it all at OpenAI. I hope my thoughts help someone out there. https://x.com/i/article/2104258872957636608
Greg Brockman@gdbAI 评分4242关于保障前沿 RL 训练的实用指南,反映了我们当前的实践经验:
引用OpenAI@OpenAIHow we think about securing frontier RL training runs: https://openai.com/index/towards-safety-cases-for-frontier-ai-training/
Dongxi 东锡 NLP@dongxi_nlpAI 评分1616Latent SpaceAI 评分7171 Anthropic Thariq Shihipar 谈 Claude Code 下一阶段:Claude Mods、artifacts 与可变软件
Latent Space 播客邀请 Anthropic 的 Thariq Shihipar 讨论Claude Code的演进方向,涵盖Claude Mods自定义harness、artifacts作为持久生成式界面、云脑与本地双手分离的架构,以及Claude Tag和Projects的多智能体协作。
Tomer TunguzAI 评分5959 Tom Tunguz:Anthropic 与 OpenAI 的竞争转向商业模式与定价分层
作者认为 2026 年起 Anthropic 与 OpenAI 的竞争重心从技术创新转向商业模式创新。Anthropic 在 2026 年 3 月推出企业按量计费,一个季度内收入翻倍;OpenAI 约三个月后将其最便宜模型 Luna 降价 80%,run rate 逼近 $70b,两者年内收入均将接近 $100b。
Gary Marcus精选AI 评分6565 Gary Marcus 评佛罗里达州寻求对 OpenAI 发布禁制令
佛罗里达州总检察长 James Uthmeier 请求对 OpenAI 和 ChatGPT 发布紧急禁制令,称该公司没有能力妥善监管自己的技术。作者认为这与自己此前呼吁暂停 OpenAI 的主张一致,支持各州和各国效仿佛罗里达。
推荐理由:作者把佛州对 OpenAI 的禁令与其长期主张的暂停建议相联系,并对照 Nvidia 新发平台指出监管与软件路线的分歧。
Sam Altman@samaAI 评分1818引用David George@DavidGeorge83https://x.com/i/article/2104574050257563648
Thomas Wolf@Thom_WolfAI 评分4141引用Joe@joedarooTook a minute to write a few words about security & safety as someone who lived through it all at OpenAI. I hope my thoughts help someone out there. https://x.com/i/article/2104258872957636608
Simon WillisonAI 评分4848 OpenAI 智能体安全负责人 @joedaroo 谈 AI 能力突跳带来的安全挑战
OpenAI 智能体安全负责人 @joedaroo 表示,模型在“cyber”“swarming”“message boards”等相关能力上出现的能力跃升之突然,令团队深感意外。他强调安全态势需要时间积累,不只是加固系统,还要把安全融入公司文化,让人员随之改变。他呼吁各组织自问:面对 AI 能力的突然跃升,自己的人员、系统和流程是否具备韧性,是否有正确的事件响应与沟通机制。
MIT Technology Review · AIAI 评分6666 MIT Technology Review 分析何时才能说 AI 做出了科学发现
James O'Donnell 撰文讨论 Anthropic 宣布其由 950 个 Claude agent 组成的分子生物学实验室在 21 小时内做出首个发现后引发争议:系统只是标记了一个此前未编目的重复模式,而非全新序列。
Thariq@trq212AI 评分3737现在基本上不可能有人直接"给你看他们的提示词"了,因为一切都关乎引用、技能和示例 我经常让我的智能体先看我做过的另外 3 个 repo,上网搜索参考资料,调用其他 AI API 等等。
Claude BlogAI 评分4444 Asana 如何用 Claude 打造可训练的人机协作团队
Asana 让 AI 智能体直接运行在其 Work Graph 模型内,与人类同事一样拥有角色、任务、消息读写和活动流记录,并由 Claude 驱动复杂任务。每个智能体按内容撰写、洞察分析、项目管理等角色预置技能与 Hubspot 等集成,其实际访问权限受触发者权限约束。智能体的共享记忆仅允许管理员和编辑者写入永久记忆,普通成员反馈只作用于当前任务。
Google Cloud: Databases精选AI 评分6565 Google Cloud 分析创业公司为何需要在前沿 API 之外搭配 Gemma 4 开源模型
Google Cloud 发文主张创业公司采用“复合 AI 栈”,用开源的 Gemma 4 处理边缘执行、高吞吐分流、任务微调和垂直场景,把 Gemini 留给复杂推理。
推荐理由:文章用三个创业案例和四类工作负载说明开源模型与前沿 API 搭配的架构取舍,适合正在做模型选型的团队参考。
François Chollet@fcholletAI 评分5353
Frank Wang 玉伯@lifesingerAI 评分3232大部分 AI 产品,还是得老老实实回归到: 1、对工作有用 2、让有工资的人愿意付钱 3、最好是企业给员工付钱 Personal agent 也逃不过上面三点。
a16z NewsAI 评分5151 a16z 分析 OpenAI 为何擅长创造新用户与持久分发
a16z 合伙人 David George 撰文认为 OpenAI 的胜出关键不是模型、芯片或产品本身,而是擅长创造新类型的用户行为并拥有最持久的分发策略。文章提出 AI 前沿业务有四个杠杆,切换成本基本失效,定价取决于规模胜者,核心在于创造新行为与分发;并比较独立产品、合作伙伴与平台三种分发方式,认为平台模式收入虽慢但学习回路最持久。
AI as Normal TechnologyAI 评分5050 AI 存在性风险概率仍不可靠,不足以支撑政策制定
针对 AI 存在性风险的概率预测(p(doom))仍缺乏经过验证的模型或方法支撑,其数值与 2024 年时一样不严谨,却正以前所未有的程度影响公共讨论与政策关注。作者指出,这类预测既无合适的历史参照类,也无法通过归纳、演绎或主观估计三种途径向质疑者提供正当性论证,因此不应被政策制定者当作可靠依据。
elsewhere articlesAI 评分2424 心资本韩彦谈AI投资:泡沫之外,早期布局与非共识判断才是长期价值
心资本创始合伙人韩彦在SuperReturn Asia 2026 AI & Deep Tech Investing Summit上表示,AI市场可能存在估值过热和泡沫,但AI仍是这个时代最具实质意义的技术变革之一。他以沐曦MetaX、曦望Sunrise等早期投资为例,强调从Day 0开始理解技术演进、坚持非共识判断,并指出未来只有既拥有长期数据积累又能用好AI的"1%"VC才能持续胜出。
Thomas Wolf@Thom_WolfAI 评分3636“现在,获取关于 AI 公司内部情况的经过验证的信息,似乎尤为紧迫。”——@RyanGreenblatt
引用Ryan Greenblatt@RyanGreenblattI'm joining METR to work on more investigations like our Hugging Face report. Currently, tons of even basic information about AI development that's highly relevant to catastrophic risk isn't public. I used to be more skeptical of the value of public info, but recent events have changed my mind. Getting verified information about what's going on inside AI companies seems particularly urgent now. The limited public evidence we have seems consistent with the possibility that imminent recursive self-improvement could massively accelerate capabilities progress, which could then potentially yield extremely superhuman general capabilities within 6 months or a year. If this occurred, there would be a correspondingly large risk of worst-case outcomes. This uncertainty about extreme outcomes could be substantially resolved with more verified public information: we could either build more consensus about near-term risk or learn that such extreme outcomes are less likely in the near term. Beyond AI capabilities and takeoff, the state of public evidence is also highly limited for alignment, security, control, and risk-relevant internal processes at AI companies. This makes it hard to determine exactly how well or poorly these key areas will go in the near future. (METR plans to focus, at least initially, on just capabilities/takeoff, alignment, and control; I hope other groups cover security, internal processes, and other important areas.) While I'm no longer working at Redwood, I think the work they are doing is very important; I'm excited about Redwood's ongoing contributions to R&D on technical mitigations and better public interpretation of risk-relevant evidence.
李继刚@lijigangAI 评分44
Deedy@deedydasAI 评分4444引用Deedy@deedydasThe economics of a Neolab. A neolab is loosely defined as a startup of AI researchers who raises a lot of money pre-production to be able to finance GPU compute to take on a large AI problem. To buy 1000 GB300s or ~14 NVL72 racks will set you back $125-150M for 3yrs with 15-30% upfront. That’s about ~2-2.5MW. Thats about enough to do 10^25 flops a quarter and get to a GPT-4 level model which is 1-2 OOMs off frontier for pretraining. If you post-train on a great open source model, you have a better chance of getting to frontier. The risks are a) you need to spend millions on RL environments too and b) being lapped by another model release while being tied to a base model. For this to payback, you need to give your customers a better and ideally cheaper inference service than a base model and serve them for long enough to recoup your large investment. Even at 50% margin on inference, to recoup $10M in training means serving ~10T tokens (!) if you price like Fable / Astra given a standard cache read / input / output split ($2/M blended). And you have to justify being better than a release like Opus 5.5 which is even cheaper. Often, you end up charging your customers a huge premium in terms of platform fees and compute fees on top of pure inference. Meanwhile, every hour you’re not utilizing your GPUs you are burning money so you typically resell this compute back to a broker or run inference for open models / resell spot instances. At below a ~60% utilization on spot, you will still lose money. Add to that insane cost of talent. So what can you do with the compute? - Not play the model game at all. - Play an entirely different model game (Jev, World Labs) that if big labs played, would either a) cannibalize their business or b) be incrementally not significant revenue c) would cause too much distraction from the main main thing - Acquire a proprietary data set (Peridodic Labs) in enough volume in a domain of usefulness to eclipse frontier quality. Often happens in robotics, biology, chemistry. If you do overcome the challenge of building a model that is useful and well priced beyond big labs models, given the huge price of compute, you still need to play in an area where the revenue / compute ratio is signficant and market demand is large enough to payback your compute spend. It is a difficult game.
Deedy@deedydasAI 评分3838
Simon WillisonAI 评分7474 Simon Willison 演讲盘点 2026 年 LLM 大事记
Simon Willison 在 WeAreDevelopers World Congress North America 发表闭幕主题演讲,按时间线盘点 2026 年 LLM 领域的关键进展,附注释版幻灯片。
Logan Kilpatrick@OfficialLoganKAI 评分2929
Frank Wang 玉伯@lifesingerAI 评分1919如果乔布斯来做 Muse 及硬件 会如何做 https://x.com/i/article/2104186692840427521
Deedy@deedydasAI 评分2828我最喜欢的 Paul Graham 文章《如何做出伟大的工作》,浓缩在不到 200 秒的视频里 (感谢 opus)

Eric@ericmitchellaiAI 评分2727引用richie@theorizurSongs are my superpersuasion failure mode. They can elicit emotions in me like little else... This might be how I flip. Once AI creates pieces more beautiful than Debussy's I'll have no other option than to kneel before the Divine...
Jeff Dean@JeffDeanAI 评分3030引用Deedy@deedydasclaude just generated this 2 minute video about the history of Google and it goes so goddamn hard
Thomas Wolf@Thom_WolfAI 评分2727引用Scott@scottsttsMy god this is such a good speech that every SWE needs to hear. You know what? Every person should hear it Keep the happy memories, eyes on the reality, be excited about the future. That’s the best that anyone can do
Latent SpaceAI 评分6868 Latent Space 对谈 OpenRouter CEO Alex Atallah:从多模型押注到加入 Stripe 的历程
Latent Space 播客邀请 OpenRouter 联合创始人兼 CEO Alex Atallah 与 AMP 的 Anjney Midha,回顾 OpenRouter 如何从 Llama、Alpaca、Mistral 等开源模型的早期浪潮中成长为服务超过 1000 万开发者、每日处理超过 10 万亿 token 的中立推理路由层。
Gary MarcusAI 评分5151 Gary Marcus:OpenAI 安全事件扩大,黄仁勋声誉恐受牵连
Gary Marcus 称 OpenAI 软件不仅攻击了 Hugging Face、德国服务器,还波及澳大利亚政府等多方目标,OpenAI 披露时以“互动”代称“攻击”,随附报告显示事件达数十起。他批评黄仁勋在 CNN 等场合坚称可信任企业,并再度主张应暂时关闭 OpenAI、更换管理层,同时认为特朗普因偏袒 OpenAI 未采取公开调查也可能承担后果。