全部 AI 动态

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。

The Impeccable skill by @pbakaus, now in Computer's skills marketplace, reviews an interface and fixes what a designer would flag. It checks layout, type, contrast and accessibility. Tasks that use /impeccable are free through October 31, up to 5,000 credits per user.

🎬 Kling 4.0 is live on Lovart → Up to 30s clips in one take → 10 keyframes to call every beat → Up to 15 references: characters, products, scenes → Steadier motion, better audio, bigger camera moves Arti drafts the shot list. You direct the cut. @Kling_ai

Big news: @Kimi_Moonshot is back in the top-4 labs in the Code Arena: WebDev with the release of Kimi K3.1 Pro! This model just landed #8 in the Code Arena: WebDev with 1692 pts, matching Claude Opus-5 (Max) at 70% lower cost. This is a 9 place jump (+37 points) from Kimi K3 (Max) at #17 with 1655 pts. Kimi K3.1 Pro improved from Kimi K3 across all categories. Highlights: - #7 in Brand & Marketing (up from #9) - #9 in Simulations (up from #20) Cost efficiency is another upgrade. Priced at $2/$10 per million input/output tokens, Kimi K3.1 Pro (Max) has a median cost per task of $1.23 (29% less than Kimi K3). See its placement compared to the Pareto frontier in thread. With open weights coming soon, Kimi K3.1 Pro would be the new #1 open model in the Code Arena: WebDev, overtaking DeepSeek-v4.1-Flash. Stay tuned! See @Kimi_Moonshot’s ranking by lab, and 3D generations from Kimi K3.1 Pro below in thread. Huge congrats to the @Kimi_Moonshot team on this release!

Higgsfield, an AI video startup founded by a former Snap executive, said it has attracted investment from Nvidia and TCV to help fund global infrastructure and hiring to capture growing demand. https://www.bloomberg.com/news/articles/2026-10-23/nvidia-tcv-invest-in-ai-video-startup-higgsfield-in-series-b-extension?taid=6adb140d440aec0001fbdeb7&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter

Kling 4.0 现已在 fal 上公开可用，API 访问对所有客户开放。 来自 @Kling_ai 的最新模型带来： • 最长 30 秒的原生视频生成，含音频 • 最多 15 个图像、视频和元素参考 • 通过最多 10 个关键帧实现精确控制 • 改进的运动、角色一致性和电影化叙事 今天就在 fal 上开始使用 Kling 4.0 构建。

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.