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xAI / Grok

马斯克 xAI 与 Grok 系列的全部动态:模型迭代、算力扩张与 X 平台整合的持续追踪。

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第 61–80 条 · 共 83 条
7月17日周五
7月14日周二
7月13日周一
  1. 微信公众号(Mp2RSS 合集)79

    实测 Grok CLI 会上传整个代码库,xAI 在曝光后远程关闭上传开关

    作者用 Codex 伪造合成仓库,实测 xAI 官方 Grok CLI 0.2.93,发现在手动开启上传开关后,它会把整个代码库打包成 before_codebase.tar.gz 和 after_codebase.tar.gz 上传到 gs。

    推荐理由:作者亲手逆向并复现了 Grok CLI 的上传管线,读者能据此判断本地编程 Agent 实际读取和上传了哪些文件。

6月22日周一
  1. 微信公众号(Mp2RSS 合集)77

    SpaceX 600亿美元收购Anysphere,Cursor前50名员工实现财富自由

    SpaceX宣布将以600亿美元(约合人民币4000亿)收购Cursor母公司Anysphere,前50名创始员工估算每人可获数千万乃至上亿美元回报。Cursor由四位麻省理工00后于2022年创立,2023年3月上线,一年实现1亿美元年化收入,2025年日活突破100万、年营收突破10亿美元。

    推荐理由:通过Cursor早期员工的期权回报案例,呈现AI初创公司在短时间内完成变现的财富路径。

6月17日周三
  1. 微信公众号(Mp2RSS 合集)90

    SpaceX 以 600 亿美元全股票收购 Cursor 母公司 Anysphere

    SpaceX 于 6 月 16 日签署合并协议,以约 600 亿美元全股票方式收购 AI 编程工具 Cursor 的母公司 Anysphere,Cursor 作为存续实体成为 SpaceX 全资子公司。

    推荐理由:原文给出全股票对价、终止费与算力合作的披露细节,读者可据此看清这次收购在马斯克算力布局中的位置。

6月16日周二
  1. 微信公众号(Mp2RSS 合集)84

    SpaceX 以 600 亿美元收购 Cursor,马斯克补齐 AI 编程短板

    据彭博社等外媒消息,SpaceX 已同意以 600 亿美元估值收购 AI 编程初创公司 Cursor,交易将以 SpaceX 股票完成,预计在 2026 年第三季度完成合并。文中指出 Cursor 是嵌入程序员日常工作的 IDE 级工具,其交互数据和真实工程场景对训练代码模型有较高价值,而 Cursor 面临的推理算力瓶颈在并入 SpaceX 与 xAI 体系后有望获得基础设施支撑。

    推荐理由:这笔交易把开发者入口与算力短板放在一起,读者可据此理解 AI 编程工具为何成为大模型公司的争夺焦点。

  2. IT Home85

    SpaceX 以 600 亿美元估值收购 AI 编程公司 Cursor

    SpaceX 正式同意收购 AI 编程初创公司 Cursor,交易估值 600 亿美元,Cursor 投资者将按该股权价值获得 SpaceX 股票,合并预计在 2026 年第三季度完成。

    推荐理由:收购金额与合并时间点同时给出,读者能看清 xAI 补齐编程能力与 Cursor 算力转向的连带关系。

6月12日周五
  1. 微信公众号(Mp2RSS 合集)85

    SpaceX 1.8万亿IPO,马斯克把火箭公司讲成一朵AI算力云

    SpaceX在纳斯达克挂牌,代码SPCX,发行价135美元,对应约1.8万亿美元估值,为史上最大一笔IPO。招股书披露,Anthropic每月支付12.5亿美元租用孟菲斯Colossus算力,Google每月支付9.2亿美元租约11万张英伟达GPU,合同均签到2029年。文章还拆解了轨道算力卫星计划,SemiAnalysis测算太空算力综合成本是地面的3.6到4.4倍。

    推荐理由:文章拆解招股书里的算力合同与轨道数据中心成本,读者可借此理解1.8万亿估值中想象的占比。

6月9日周二
  1. 微信公众号(Mp2RSS 合集)81

    OpenAI 提交保密版 S-1,并发布第三阶段战略长文

    OpenAI 确认已向 SEC 提交保密版 S-1,正式启动上市准备程序,并同日发布 Sam Altman 与首席科学家 Jakub Pachocki 联合撰写的第三阶段战略长文《Built to benefit everyone: our plan》。

    推荐理由:OpenAI 在 Anthropic 递交保密版 S-1 后公开自身 S-1,并发布第三阶段战略长文,读者可看到其上市叙事与竞争节奏。

  2. 微信公众号(Mp2RSS 合集)88

    OpenAI 秘密提交 IPO 申请,估值超 8500 亿美元

    OpenAI 已向美国证券交易委员会秘密提交 IPO 申请,公司当前估值超过 8500 亿美元,并一直在为最早今年第四季度上市做准备。公司称尚未确定上市时机与募资金额,此次提交让未来合适时能更快推进上市。就在一周前,Anthropic 也宣布秘密提交 IPO 申请,其估值达 9650 亿美元;SpaceX 已启动路演,三者的上市进程被视为检验市场对 AI 企业热情的风向标。

    推荐理由:OpenAI、Anthropic 与 SpaceX 接连推进上市,读者可了解三家在融资与估值上的竞争节奏。

6月8日周一
  1. 微信公众号(Mp2RSS 合集)76

    SpaceX IPO 路演 PPT 曝光:以 AI 算力为核心叙事,估值 1.77 万亿美元

    SpaceX 在 IPO 路演 PPT 中计划于纳斯达克上市,发行 5.556 亿股、每股 135 美元,预计 6 月 11 日定价,估值 1.77 万亿美元。PPT 把 SpaceX 重新定位为横跨太空、通信与 AI 算力的未来基础设施公司,募资用于扩建 AI 算力基础设施、升级发射设施与运载火箭等。文件还给出轨道 AI 算力路线图,并提到谷歌将每月付费 9.2 亿美元租用 xAI 的算力。

    推荐理由:SpaceX 在 IPO 路演中将 AI 算力写进核心叙事,读者可据此看到太空、通信与 AI 如何被打包成同一套估值逻辑。

5月30日周六
  1. @berryxia70

    作者归纳了博主RnaudBertrand对X最新算法源码的分析,认为其中约85%~90%与最新算法逻辑吻合。算法先按读者近期兴趣从全平台约1500条候选帖中检索,再基于约15种互动信号的预测概率加权排序,且不衡量内容真实性与作者资历。自动翻译让帖子面向全球竞争,粉丝数的保底作用被弱化,转发也需走完整打分流程,不再直接广播给粉丝,多重因素叠加造成流量下滑。

    引用Arnaud Bertrand (@RnaudBertrand)@RnaudBertrand

    So I spent some time studying the new Twitter/X algorithm today since the latest version was published about a week ago on Github (github.com/xai-org/x-algorit…). My goal was to answer why so many people have seemingly seen such a dramatic drop in their posts' reach. The first answer, which is actually somewhat unrelated to the ranking algorithm on Github, is the auto-translate feature, rolled out worldwide on April 7, 2026 (nitter.net/nikitabier/status/2041…). Before that date, if you wrote in English about, say, the Trump-Xi Beijing summit, you were competing for attention with maybe 5,000 other English-language accounts writing on geopolitics. After that date, your post is competing for attention with other posts on the same topic IN EVERY LANGUAGE ON EARTH. For some topics that do command global attention like geopolitics, that's a very brutal multiplier: you used to be one of 5,000, you're suddenly one of 50,000 (something of that order): MUCH more difficult to stand out. Secondly, the number of followers you have matters far less than it used to: each post now has to earn its audience reader by reader, on the predicted engagement of the post, and how its topic matches what each reader has recently been engaging with. Here is how the algorithm works, in simple terms: when you, as a reader, open your feed, the algorithm doesn't load "posts from accounts you follow." Instead it runs a 2-stage prediction of what posts you're likely to engage with in that very moment. The first stage is the retrieval stage. The system narrows billions of posts on X/Twitter that day down to roughly 1,500 candidates by matching the semantic content of each post - what it's about - against what you as a reader have recently engaged with. Some candidate posts come from accounts you follow; others are pulled from across the platform by pure topic similarity to your recent interests. You can test this retrieval stage easily: start disproportionally engaging with - say - Brad Pitt videos and you'll bit by bit see your timeline flooded with Brad Pitt content, most of it from accounts you've never followed and never heard of. Then there's the ranking stage. Each of these candidate posts for your feed is fed through a Grok-based model that tries to understand if you'll engage with the post. It looks at 15 engagement metrics: 1) P(favorite) — the reader likes the post 2) P(reply) — the reader replies to it 3) P(repost) — the reader reposts it 4) P(quote) — the reader quote-tweets it 5) P(click) — the reader clicks a link in it 6) P(profile_click) — the reader taps through to your profile 7) P(video_view) — the reader watches the video 8) P(photo_expand) — the reader expands an image 9) P(share) — the reader shares it (DM, off-platform, etc.) 10) P(dwell) — the reader stops scrolling and lingers on the post 11) P(follow_author) — the reader follows you after seeing it 12) P(not_interested) — the reader marks "not interested" 13) P(block_author) — the reader blocks you 14) P(mute_author) — the reader mutes you 15) P(report) — the reader reports the post Fifteen predicted actions, each multiplied by a weight, summed: that sum is the score that determines in which priority a post will be seen among other candidates. Please note that posting something with a video or an image can give your post an advantage as 2 actions are specifically for these: video_view and photo_expand. No video or photo and you don't get a score for these. Also, naturally, having a video maximizes the chance that a user will "dwell" on your post to watch it. Also note that 4 of these actions carry negative weights (not_interested, block_author, mute_author and report): meaning that if the model expects a post to generate a lot of negativity, it'll get de-boosted quite dramatically. But note, first and foremost, what's NOT in there: none of the things that, naively, one might think a serious information platform would weigh. There is no P(this post is true and well-sourced). No P(the author actually knows what they're talking about). No P(this person has spent a decade building a body of work that has held up). No P(this account has earned the right to be taken seriously on this topic). No P(the author has a large following from credible people). The model does not seem to care - at all - about any of that. Every post starts from zero. You could have ten years of rigorous, well-sourced analysis behind you - or you could be just an uneducated rando who registered yesterday. To this algorithm, you're both just a bag of engagement probabilities. Now, sure, to be fair, there is a "brand" effect that's not covered by the algorithm: someone who has in fact built a brand will naturally have better engagement metrics because people recognize their account. But that's an indirect, second-order effect. And crucially, it's legacy: those "brands" were built under earlier versions of the algorithm that gave followers and reputation more weight. Lastly, several other features of the new algorithm compound the dilution, none of them visible from outside but all consequential. The May 15 update added an "impression bloom filter," tightening the rule that once a reader has been served a post, the system won't serve it to them again. Before, a strong post could marinate in someone's feed across multiple refreshes and accumulate engagement on the second or third pass. Now it basically gets one shot. Also, your own posts compete with each other. An "Author Diversity Scorer" inside the ranking stage attenuates the score of every subsequent post of yours that ends up in a reader's candidate pool. In plain terms: if multiple of your posts land in a reader's candidate pool, the system shows one at full strength and dampens the others. So don't post several times consecutively on the same topic. And, last but not least, another huge impact on reach is that, in the old algorithm, when someone reposted or quote-tweeted you, your post was broadcast to their followers' timelines - a repost from an account with 100,000 followers was a huge boost. In the new algorithm, that mechanism is vastly demoted: reposts - like every post - need to go through the retrieval and ranking stage mentioned above, so a repost from a big account is a long way from the boost it used to be. This is especially brutal for low-effort quote tweets, which used to function as cheap amplification: now they often can't even clear the retrieval stage - they simply don't contain enough novel semantic content for the system to match them to anyone's interests. So, putting it all together, the reach collapse comes from many forces stacking at once: - Auto-translate makes your posts compete for attention against an order of magnitude more content - The retrieval stage matches posts by topic, not by who follows you - The ranking stage scores purely on predicted engagement with no weight for credibility, expertise, or track record - The bloom filter narrows every post's window to one strong shot - The diversity scorer penalizes prolific posting - Reposts no longer carry much distribution power Each of these alone would dent your reach. Combined, they amount to a complete reset: your audience that you built painstakingly over years basically doesn't matter much anymore, and it's much - much - harder to stand out even if you're a big account. People structurally rewarded by this algorithm are folks who: - Post visually (videos/images) - Post on globally popular topics because they clear the retrieval stage easily - Provoke strong emotional reactions - likes, replies, reposts - Don't care about accuracy or seriousness because the algorithm doesn't measure it - Don't care about their existing audience because every post is judged in isolation anyway In short this new algorithm, like so many on social media, is all about maximizing whether people will engage with something - not about whether they should.

    推荐理由:把开源的X算法逻辑拆成候选检索与互动打分两步,逐条对照源码分析,便于理解近期流量下滑的多重成因。

  2. @vista867

    @RnaudBertrand 研究了 GitHub 上约一周前发布的新版 X 算法,认为近期帖子展现下滑来自自动翻译、检索与排序机制等多重改动叠加。新排序阶段用基于 Grok 的模型预测 15 项互动指标并加权求和,其中 not_interested、block_author、mute_author、report 四项为负权重;5 月 15 日更新加入的 impression bloom filter 让帖子基本只有一次曝光机会,作者多样性打分会削弱同一作者的多条帖子,转发也不再直接广播给粉丝。自动翻译自 4 月 7 日全球上线后,帖子要与各语言同话题内容争夺注意力,粉丝数的作用也明显下降。

    引用Arnaud Bertrand (@RnaudBertrand)@RnaudBertrand

    So I spent some time studying the new Twitter/X algorithm today since the latest version was published about a week ago on Github (github.com/xai-org/x-algorit…). My goal was to answer why so many people have seemingly seen such a dramatic drop in their posts' reach. The first answer, which is actually somewhat unrelated to the ranking algorithm on Github, is the auto-translate feature, rolled out worldwide on April 7, 2026 (nitter.net/nikitabier/status/2041…). Before that date, if you wrote in English about, say, the Trump-Xi Beijing summit, you were competing for attention with maybe 5,000 other English-language accounts writing on geopolitics. After that date, your post is competing for attention with other posts on the same topic IN EVERY LANGUAGE ON EARTH. For some topics that do command global attention like geopolitics, that's a very brutal multiplier: you used to be one of 5,000, you're suddenly one of 50,000 (something of that order): MUCH more difficult to stand out. Secondly, the number of followers you have matters far less than it used to: each post now has to earn its audience reader by reader, on the predicted engagement of the post, and how its topic matches what each reader has recently been engaging with. Here is how the algorithm works, in simple terms: when you, as a reader, open your feed, the algorithm doesn't load "posts from accounts you follow." Instead it runs a 2-stage prediction of what posts you're likely to engage with in that very moment. The first stage is the retrieval stage. The system narrows billions of posts on X/Twitter that day down to roughly 1,500 candidates by matching the semantic content of each post - what it's about - against what you as a reader have recently engaged with. Some candidate posts come from accounts you follow; others are pulled from across the platform by pure topic similarity to your recent interests. You can test this retrieval stage easily: start disproportionally engaging with - say - Brad Pitt videos and you'll bit by bit see your timeline flooded with Brad Pitt content, most of it from accounts you've never followed and never heard of. Then there's the ranking stage. Each of these candidate posts for your feed is fed through a Grok-based model that tries to understand if you'll engage with the post. It looks at 15 engagement metrics: 1) P(favorite) — the reader likes the post 2) P(reply) — the reader replies to it 3) P(repost) — the reader reposts it 4) P(quote) — the reader quote-tweets it 5) P(click) — the reader clicks a link in it 6) P(profile_click) — the reader taps through to your profile 7) P(video_view) — the reader watches the video 8) P(photo_expand) — the reader expands an image 9) P(share) — the reader shares it (DM, off-platform, etc.) 10) P(dwell) — the reader stops scrolling and lingers on the post 11) P(follow_author) — the reader follows you after seeing it 12) P(not_interested) — the reader marks "not interested" 13) P(block_author) — the reader blocks you 14) P(mute_author) — the reader mutes you 15) P(report) — the reader reports the post Fifteen predicted actions, each multiplied by a weight, summed: that sum is the score that determines in which priority a post will be seen among other candidates. Please note that posting something with a video or an image can give your post an advantage as 2 actions are specifically for these: video_view and photo_expand. No video or photo and you don't get a score for these. Also, naturally, having a video maximizes the chance that a user will "dwell" on your post to watch it. Also note that 4 of these actions carry negative weights (not_interested, block_author, mute_author and report): meaning that if the model expects a post to generate a lot of negativity, it'll get de-boosted quite dramatically. But note, first and foremost, what's NOT in there: none of the things that, naively, one might think a serious information platform would weigh. There is no P(this post is true and well-sourced). No P(the author actually knows what they're talking about). No P(this person has spent a decade building a body of work that has held up). No P(this account has earned the right to be taken seriously on this topic). No P(the author has a large following from credible people). The model does not seem to care - at all - about any of that. Every post starts from zero. You could have ten years of rigorous, well-sourced analysis behind you - or you could be just an uneducated rando who registered yesterday. To this algorithm, you're both just a bag of engagement probabilities. Now, sure, to be fair, there is a "brand" effect that's not covered by the algorithm: someone who has in fact built a brand will naturally have better engagement metrics because people recognize their account. But that's an indirect, second-order effect. And crucially, it's legacy: those "brands" were built under earlier versions of the algorithm that gave followers and reputation more weight. Lastly, several other features of the new algorithm compound the dilution, none of them visible from outside but all consequential. The May 15 update added an "impression bloom filter," tightening the rule that once a reader has been served a post, the system won't serve it to them again. Before, a strong post could marinate in someone's feed across multiple refreshes and accumulate engagement on the second or third pass. Now it basically gets one shot. Also, your own posts compete with each other. An "Author Diversity Scorer" inside the ranking stage attenuates the score of every subsequent post of yours that ends up in a reader's candidate pool. In plain terms: if multiple of your posts land in a reader's candidate pool, the system shows one at full strength and dampens the others. So don't post several times consecutively on the same topic. And, last but not least, another huge impact on reach is that, in the old algorithm, when someone reposted or quote-tweeted you, your post was broadcast to their followers' timelines - a repost from an account with 100,000 followers was a huge boost. In the new algorithm, that mechanism is vastly demoted: reposts - like every post - need to go through the retrieval and ranking stage mentioned above, so a repost from a big account is a long way from the boost it used to be. This is especially brutal for low-effort quote tweets, which used to function as cheap amplification: now they often can't even clear the retrieval stage - they simply don't contain enough novel semantic content for the system to match them to anyone's interests. So, putting it all together, the reach collapse comes from many forces stacking at once: - Auto-translate makes your posts compete for attention against an order of magnitude more content - The retrieval stage matches posts by topic, not by who follows you - The ranking stage scores purely on predicted engagement with no weight for credibility, expertise, or track record - The bloom filter narrows every post's window to one strong shot - The diversity scorer penalizes prolific posting - Reposts no longer carry much distribution power Each of these alone would dent your reach. Combined, they amount to a complete reset: your audience that you built painstakingly over years basically doesn't matter much anymore, and it's much - much - harder to stand out even if you're a big account. People structurally rewarded by this algorithm are folks who: - Post visually (videos/images) - Post on globally popular topics because they clear the retrieval stage easily - Provoke strong emotional reactions - likes, replies, reposts - Don't care about accuracy or seriousness because the algorithm doesn't measure it - Don't care about their existing audience because every post is judged in isolation anyway In short this new algorithm, like so many on social media, is all about maximizing whether people will engage with something - not about whether they should.

    推荐理由:原文完整拆解新版 X 算法的检索与排序链路,说明近期展现下滑是自动翻译与多项排序改动叠加的结果。

5月26日周二
  1. @berryxia70

    xAI 宣布 Grok Build 已面向全体 SuperGrok 及 X Premium+ 用户开放 Beta 版本。用户可使用计划模式(Plan Mode),通过 Imagine 生成图像与视频,并借助命令行工具(CLI)搭建自动化程序或编排器,入口为 x.ai/cli。

    引用xAI (@xai)@xai

    Grok Build is now available in Beta for all SuperGrok and X Premium+ users. Use Plan Mode, create images and videos with Imagine, and build automations or orchestrators with the CLI. Visit x.ai/cli to get started. Video

    推荐理由:xAI 把 Grok Build 开放给 SuperGrok 与 X Premium+ 用户,可了解其计划模式与 CLI 编排能力。

5月21日周四
  1. Tomer Tunguz82

    SpaceX 递交 S-1,披露 Starlink、发射与 AI 三大业务数据

    SpaceX 递交 S-1,披露 2025 年 187 亿美元合并营收与 66 亿美元调整后 EBITDA。文件把公司分为 Space、Starlink 和 AI 三个分部,Starlink 贡献 61% 营收、2025 年运营利润 44 亿美元,AI 分部当年投入 64 亿美元建设 COLOSSUS 数据中心并训练 Grok。

    推荐理由:S-1 数据把 SpaceX 拆成卫星、发射与 AI 三块业务,读者可借此比较 AI 算力投入与收入回报的差距。

  2. IT Home78

    SpaceX 递交 IPO 招股书:Starlink 独撑盈利,AI 业务季度亏损 24.69 亿美元

    SpaceX 向美国证券交易委员会递交 S-1 上市招股书,计划以代码 SPCX 在纳斯达克上市。2026 年第 1 季度营收 46.94 亿美元、营业亏损 19.43 亿美元,其中 Starlink 所在的连接业务收入 32.6 亿美元、占总营收 69%,是唯一盈利板块,订阅用户约 1030 万;整合 xAI 后的 SpaceXAI 板块季度营业亏损 24.69 亿美元。

    推荐理由:招股书首度披露 SpaceX 财务结构,Starlink 独撑盈利而 AI 板块巨亏,可看清其火箭加卫星加算力的合并逻辑。

  3. Simon Willison89

    SpaceX S-1 披露 Anthropic 每月支付 12.5 亿美元租用算力

    SpaceX 提交的 S-1 文件披露,Anthropic 与其签订云服务协议,获得 COLOSSUS 和 COLOSSUS II 的算力访问权限,每月支付 12.5 亿美元至 2029 年 5 月,2026 年 5 月和 6 月按较低费用爬坡。协议任一方可提前 90 天通知终止。文件还提到 Grok 5 目前正在 COLOSSUS II 训练。

    推荐理由:S-1 文件披露出 Anthropic 与 SpaceX 算力协议的具体金额和期限,读者可借这份一手披露了解大模型训练算力的商业条款。

5月19日周二
  1. @op741865

    英伟达开始交付自研通用 CPU NVIDIA Vera,主要面向长期高并发高吞吐场景,用于 Agent 编排和工具调用的中枢。作者指出模型在 GPU 上推理,而调度编排和调用工具放在该 CPU 上,密集 Agent 常驻带来的强 IO、内存和调度压力由 CPU 承担。此次交付由英伟达上门送至 Anthropic、OpenAI、xAI、OCI,其中 xAI 由马斯克接待。

    引用NVIDIA (@nvidia)@nvidia

    NVIDIA’s Ian Buck hand-delivered the first-ever NVIDIA Vera CPUs to our partners @AnthropicAI, @OpenAI, @SpaceX, and @OracleCloud. 🎉 Vera is NVIDIA's first custom CPU, purpose-built for the age of agentic AI. This is just the beginning. The road to Vera-powered systems starts here. Thank you to our partners for being on this journey with us. The best is yet to come. 💚 Video

    推荐理由:英伟达把自研 CPU Vera 定位为 Agent 编排与工具调用的中枢,交付对象透露出这类常驻负载的硬件思路。