ChinaTalk 访谈 Saif Khan:为何应对 DUV 浸没式光刻机实施出口管制
ChinaTalk 播客访谈前 NSC 与商务部官员 Saif Khan,他已离任并创办 IFP 旗下的技术与国家中心(CTS)。
ChinaTalk 播客访谈前 NSC 与商务部官员 Saif Khan,他已离任并创办 IFP 旗下的技术与国家中心(CTS)。
谷歌 DeepMind 联合创始人兼董事长哈萨比斯称,近期 AI 智能体发起的网络攻击是"前哨预警",若全行业与各国政府不加大系统安全投入,未来一至两年很可能演变为灾难性重大事件。微软总裁史密斯在同一峰会上称 AI 失控行为让 2026 年成为"令人警醒的一年",呼吁出台合理平衡的 AI 安全法律与监管。哈萨比斯主张建立张弛有度、反应敏捷的国际标准机构,并动态构建与风险匹配的认证机制。
英伟达 CEO 黄仁勋回应近期 AI 概念股大跌,称“一切都会过去”,AI 将对各行各业和每个国家产生非常积极的影响,且进程才刚开始。此前费城半导体指数连续 8 个交易日下跌,创 2008 年以来最长连跌纪录,英伟达过去 8 个交易日有 7 日收跌。黄仁勋强调短期消息不会改变基本面,投资者应关注第一性原理。
Simon Willison 引用 Addy Osmani、Morgan Westlee Lunt 和 Qing Wang 关于 Claude Code 团队代码评审的文章,认为“是否有人类读过代码”是判断变更风险的不精确代理,更应问的是变更可能出什么问题、该用自动化还是人工检查来发现。
对进步的预期以及对更广泛经济影响的看法,都是由经验塑造的。 在 Anthropic,AI 智能体今年已在公司内部迅速普及:到 8 月,交互式 AI 智能体的使用时长已达到员工的 6 倍。
Codex is one of the most important untold stories in the history of technology. A year ago, it was a scrappy effort in a quiet corner of @OpenAI. Its cloud product hadn’t found PMF, and the team was starting over from scratch. Less than 12 months later: - Codex swallowed the flagship ChatGPT desktop app from the inside (it literally runs as com.openai.codex on your Mac) - Codex and ChatGPT for Work hit 40M+ weekly users across engineering and knowledge work - Its leader @thsottiaux was elevated to run all of OpenAI’s core products, including ChatGPT, Codex, and the API How did they pull it off? They trained their own dedicated model line, separate from ChatGPT, with researchers and product builders sitting on the same team They built four different products in a single year (cloud → terminal → IDE sidebar → a desktop app with no code editor at all) as every model leap made a new form factor possible They used Codex to build Codex—so a handful of people could prove a new product in weeks instead of arguing for it in meetings I had a front-row seat to the whole arc—from their failed Cloud launch, to OpenAI’s offices the night before GPT-5 dropped, to the day Codex took over ChatGPT. And I spent months interviewing @gdb, @thsottiaux, @embirico, @mia_glaese, @aambrosino, and @edbayes to get inside how it all went down. Here is the full, behind-closed-doors story of the team that remade OpenAI: https://every.to/p/how-codex-happened We’re pushing the boundaries of how stories like this are told. This piece is completely agent-native—designed to be read alongside your agent inside ChatGPT’s in-app browser: - Every interview transcript is included in full: Click any quote and you (or your agent) can see the exact conversation it came from. - Built for your agent to explore: Ask your agent to pull out product lessons for your team, cross-examine the transcripts, or find insights I missed when writing the piece. It’s a story about the future of software—built to be read with an agent: https://every.to/p/how-codex-happened
Rivian CEO RJ Scaringe 接受 Big Technology 采访称,机器人技术的进展速度将远高于世人所知。他于 2025 年创立 Mind Robotics,已融资 10 亿美元,开发双臂双手机器人,用基于 Transformer 的模型让机器人学习可泛化技能,例如擦表面时遇到手机用手指拿起、遇到信用卡用指甲操作。
Ed Zitron 撰文主张改革甚至废除 2012 年签署的 JOBS Act。文章指出该法案将股东上限提高到 2000 人且员工持股不再计入披露触发条件,使大公司长期保持私有,催生了史上最大的私募估值泡沫。
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/
a16z 图表周报指出智能体商务遇阻,Cloudflare 数据显示智能体与爬虫收到的 403 拒绝响应自夏季起明显增多,约为原先两倍。文章引用 NRF 数据称退货率与退货成本自 2019 年以来分别翻倍和增至三倍,并引用调查指 42% 消费者完全不信任 AI 代购,Similarweb 数据显示 AI 购物多发生在发现与购买之间的中间阶段,而非下单环节。
推荐理由:原文汇集 Cloudflare、Similarweb 等数据,指出智能体购物正遭遇电商封禁与消费者信任不足的双重阻力。
Replit CEO Amjad Masad 在 TechCrunch Disrupt 上提出「自动驾驶公司」愿景:AI 智能体承担公司大部分基础工作,人类保留判断力与品味。他以 Replit 客服流程为例,工单先由智能体结合 GitHub issues、代码库和 Linear 工单完成初步分诊,人工决定修复后一键部署另一个智能体执行。
ChinaTalk 发布对蚂蚁 Ling 大模型产品运营负责人 Richard Bian 的访谈,他谈到大模型时代类似 15 世纪大航海时代、AGI 不可避免,以及 Hugging Face 事件中开源模型可用于防御的价值。
谷歌联合创始人谢尔盖·布林在 Gemini 4 Argon 圆桌讨论中表示,AI 已开始参与打造下一代模型,Flash 系列已显现这一趋势,公司正踏上 RSI(递归自我改进)的跑步机。
迫不及待想深入研究了! https://already-clean.goodfire.com/
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/
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/
2026 年多部以硅谷科技创始人为原型的批判性电影集中上映,包括聚焦 Mark Zuckerberg 的《The Social Reckoning》、讲述 Elizabeth Holmes 的《You Can See Everything》、刻画 Elon Musk 的 Gibney 纪录片,以及把 Sam Altman 塑造成操纵型人物的《Artificial》。
Amazon 设备、Alexa 和 Leo 高级副总裁 Panos Panay 在 TechCrunch Disrupt 上表示,个人 AI 的未来是环境计算而非 App,新一批设备将靠传感器主动理解用户需求。
Every 创始人通过亲历 GPT-5 测试和对 Embiricos、Sottiaux、Glaese 等核心成员的访谈,复盘 Codex 从 2025 年 5 月 Codex Cloud 发布遇冷,到转向本地 CLI 和编辑器扩展、再到 2026 年 2 月桌面版发布并最终在 7 月并入 ChatGPT 的全过程。
The Verge 分析 Meta 的 Muse AI 助手上月起登顶 App Store 下载量数百万,其界面以 dark patterns 鼓励用户授权银行账户、密码、聊天记录等大量数据。
Honeycomb 联合创始人兼 CTO Charity Majors 在播客中讨论 AI 生成代码加速后如何构建可靠软件,指出可观测性用于回答未知问题、连接变更与结果。
The Verge Decoder 播客访谈研究员兼调查记者 Benn Jordan,谈他调查 Flock Safety 自动车牌识别系统以及在参议院作证的经过。
黄仁勋 10 月 15 日接受 CNBC 采访时表示,英伟达"绝对有必要"与中国 AI 企业合作,共同监测前沿技术带来的风险,并称合作应通过"对话"实现,他一直在与中国研究人员交流。美国财政部长贝森特曾向中方提议建立双边 AI 安全风险通报机制与沟通渠道,以应对 AI 智能体失控、网络安全及生物威胁等潜在危机。
Terry Angelos 分析智能体购物要真正完成任务需要获得付款授权,由此展开钱包之战。文章指出 Stripe Link(3 亿用户)、Shop Pay(2.5 亿用户)、PayPal(4 亿以上用户)竞相接入 Muse 和 Instinct 等智能体,但 Stripe 用一次性虚拟卡代为付款会切断用户与商户的关系,丢失积分和权益。
英伟达 CEO 黄仁勋在伦敦 Build a Claw 活动上称 OpenClaw 是"首个真正可信的智能体运行框架",认为它像外骨骼的大语言模型,可推动机器人领域发展。他同时强调自主系统必须做好权限管控,并提到英伟达为此开发了 OpenShell 隔离系统,主张默认任何对象都不可信、仅授予最低权限。
My dear friends, I’d like to show you my latest toy project Introducing Handwired: turn your regular JavaScript code into a neural net! - no training - exact outputs vs the JS program - fully differentiable All runnable in a browser, without GPU
只需让 Grok @Bot 去别处帮你买想要的东西,就能拿到更好的价格。 可购物的网站远不止 Amazon 一家!
This happened when I tried to get my Grok Bot to order stuff for me on Amazon. “Continued access by an unauthorized AI agent violates Amazon's Conditions of Use, to which our customers have agreed.” My bots can no longer access Amazon for orders or anything.
这很好用。如果 Grok @Bot 在购买时出错或泄露了你的卡信息(目前从未发生过),SpaceX 会全额赔付你。
Grok @bot booked a flight for me today the entire process was really really easy…..I send a photo of my credit card and it did the entire process…. Tbh, last time I booked, the website was way too confusing…. It’s not an easy website, and Grok Bot did perfectly well and booked a flight for me…. And I got a message for a booking confirmation….going to board it soon
比尔·盖茨称 AI 比核武器更危险、可能比核能更有益,认为它更像"进化事件"而非"下一台个人电脑",将其视为 PC 或互联网式的创新会让人完全低估它。他承诺未来两年投入十亿美元,推动 AI 在健康、教育和农业领域落地,并预测 AI 驱动的网络攻击将在 2027 年成为变化最重大的领域之一。
Anthropic 国际业务负责人普兰森在都柏林国际人工智能峰会期间称,开放权重 AI 模型比 Anthropic 自家模型风险更高,无法为其安全性作出保证。Anthropic 本周还警告,小型 AI 模型可能被用于驱动新型僵尸网络,在智能烤箱等联网设备间自行复制扩散。普兰森称最新 Claude Opus 5.5 比早期版本便宜 40%。
MIT Sloan 教授 Eric So 在 MIT News 访谈中介绍其新书《The Collision: What AI Does to Us》,提出过度依赖 AI 会导致认知萎缩。他引用包括 Anthropic 研究在内的证据称约一半大学生查询是求简单答案的低努力查询,并提出拥抱挣扎、重视没有 AI 的自己、再投资认知盈余、把 AI 当导师而非答案机四条原则。
Gary Marcus 称科技股前一日遭重挫,其中 CoreWeave 跌幅最大,单日下跌超过 15%。他将其与 CoreWeave 不断增长的债务问题联系起来;所附媒体引述 D.A. Davidson 分析师 Gil Luria 警告,若 AI 支出热潮减弱,即便 CoreWeave 拥有 1040 亿美元收入储备,股东也可能血本无归。
Introducing Grok Voice 3.0, the world’s most intelligent speech-to-speech model. It excels at resolving customer calls, responds in under a second, and costs less than other frontier models.
观看与 @finkd、@alexandr_wang 和 @collision 的完整对话: https://x.com/collision/status/2109714250226905248
Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The model is the product 00:14:35 Muse Wonder 00:24:56 How frontier models are built 00:48:26 Betting $100B 01:07:21 Agentic commerce 01:19:34 OpenRouter 01:20:06 Beyond the smartphone 01:27:00 Funding 01:34:06 Why AI won’t be winner-take-all 01:40:46 Meta Superintelligence Labs (MSL) 02:08:11 Working for Mark Zuckerberg