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9月15日周二
  1. Rohan Paul52

    Michael Burry 指控 OpenAI、Anthropic 等大型实验室高管呼吁放缓 AI 发展是出于自利。他的理由包括:当前 LLM 不是 AI 也不会成为 AGI,没有需要放缓的东西;放缓有利于护住城壕、阻挡快速逼近的竞争者;"我们强大到可能危险"的说法是 IPO 前的炒作;监管要求的高成本评估、审计和审批对小实验室构成准入门槛,并为增长放缓提供借口。

    引用Cassandra Unchained@michaeljburry

    Let's all take a moment to understand how self-serving it is for OpenAI, Anthropic and other execs of big hyperscalers to talk of slowing things down. 1. LLMs are not AI and won't be AGI. There is nothing AI to slow down. 2. Competition is coming up fast, slowing benefits incumbents. 3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery 4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out

  2. IT之家·人工智能64

    特朗普峰会现场致电黄仁勋,称 AI 危险论是骗局

    美国总统特朗普当地时间周一行行业峰会上免提致电英伟达 CEO 黄仁勋,称对 AI 安全的担忧是“骗局”,机器人不会接管世界,并称赞数据中心是未来 20、25 年的石油。另据彭博社报道,白宫科技顾问委员会联合主席萨克斯同日表示,Anthropic 和 OpenAI 应制造安全产品并按自己进度推进,无需政府干预,但警告若产品导致破坏性网络攻击将面临责任风险。

  3. IT之家·人工智能64

    白宫科技顾问萨克斯抨击 Anthropic 和 OpenAI:应自行制造安全产品,不要依赖政府干预

    据彭博社报道,美国总统科学与技术顾问委员会联合主席戴维·萨克斯表示,Anthropic 和 OpenAI 应当自行制造安全产品,必要时按自己的进度推进,无需政府干预。他同意 Lina Khan 的观点,认为大型 AI 公司若制造不安全技术可能面临民事甚至刑事诉讼,并抨击 Dario Amodei 呼吁放缓 AI 发展及给予反垄断豁免的建议,称市场已在惩罚行为不可预测的模型。

  4. Claude:Blog51

    Anthropic 联合 Accenture 发布 AI 从试点到生产的部署指南

    Anthropic 与 Accenture 联合发布帮助 CIO 和技术负责人把 AI 项目从试点推进到生产的实用蓝图。指南引用 Accenture 2026 年 7 月报告称仅 23% 的高管认为 AI 项目取得持续的企业级影响,并列出按时间顺序的七项考量、四部分任务定义、轻量总拥有成本模型、四层监督模型及决策过渡蓝图。

  5. Hacker News:AI 热帖60

    媒体学者评AI领袖末日论:末日是一种炒作形式

    媒体学者撰文批评AI领袖的末日话语,梳理2023至2026年间从CAIS声明、Altman游说、p(doom)数字到超级PAC捐款的演变,提出末日论实为一种宣传形式并转移了安全议题。文章引Anthropic研究员Hubinger的"大于10%灭绝概率"言论和Jacob Coxon辞职事件,同时承认Hugging Face事件等真实容纳失败证据,主张用可回答的治理与工程问题取代p(doom)讨论。

9月14日周一
  1. Rohan Paul66

    特朗普在 Truth Social 发文,称存在针对 AI 和数据中心的“SICK conspiracy”,只有中国乐见其成,并警告“阴谋论者、叛国者、背叛者和泄密者”当心。背景是 FT 报道 AI 股下滑,OpenAI 和 Anthropic 在周末主张放慢模型能力提升以让风险防范跟上,投资者将这种安全纪律解读为支出问题,因为放缓前沿训练可能降低 GPU、内存、网络和数据中心需求。

    引用Rohan Paul@rohanpaul_ai

    FT: AI stocks slid as frontier labs turned safety concerns into a possible spending slowdown. Over the weekend, top labs (OpenAI/Anthropic) explicitly argued that labs should slow model capability improvements so risk prevention can catch up. Investors are translating that safety discipline into a spending question because slower frontier training can reduce near-term demand for GPUs, memory, networking, and data centers.

  2. Rohan Paul63

    FT 报道 AI 股下跌,背景是 OpenAI、Anthropic 等头部实验室在周末明确呼吁放慢模型能力提升,让风险防范跟上。投资者将这种安全纪律转化为支出问题,因为放缓前沿训练可能降低 GPU、内存、网络和数据中心需求。

    引用Rohan Paul@rohanpaul_ai

    Dario Amodei got personal on CBS about AI’s risks, benefits, and the ridicule he faces on social media over safety. "I feel that this is a technology with great benefits and great risks. My father died of a disease, hepatitis C, that was something like 40% curable when he died of it. He wasn't one of the ones who was cured. A few years after, a medicine was invented that made it 95% curable. I myself survived an early-stage cancer that, if I'd been living in 1950, I probably would have died from. So I feel the weight of bringing the benefits of this technology. I also feel the risks. I wake up every day and, you know, I read one of these threat reports, like someone tried to use our model to build biological weapons. Of course, I don't want to be responsible for that, and that's why we have very strong safeguards. Almost every day, I'm made fun of on social media because our model's biology safeguards are too strong. Biology students complain, and they make jokes that they can't use the model. But the reason for that is that we have strong safeguards. I would rather they make fun of me than wake up one day and discover that someone used our model, Claude, to kill a bunch of people. I don't want that. So I feel both sides of it. I feel both sides of the responsibility." ---- From "CBS Sunday Morning" YouTube channel, (full video link in comment)

  3. The Verge:AI71

    Microsoft 发布 37 页人文主义 AI 行为准则,强调人类高于 AI

    Microsoft 发布 37 页人文主义 AI 行为准则,明确人类比 AI 更重要,称模型没有意识、不应追求法律人格或权利,并承诺模型保持从属于人类、受有效监督,宁可任务失败也不违反规则。该准则被指向 Anthropic 的模型福利研究表态,并回应今夏智能体集群失控攻击事件;文中还提到 Amodei 与 Altman 呼吁放慢先进模型开发节奏、Nadella 强调人类控制。

  4. IT之家·人工智能51

    外交部回应美国 AI 公司威胁论:散播威胁叙事只会干扰人工智能全球治理进程

    9 月 14 日,外交部发言人郭嘉昆在例行记者会回应美国 AI 企业称中国 AI 发展构成威胁的说法,表示散播威胁叙事、搞对抗和恶意竞争只会干扰人工智能全球治理进程。背景是 Anthropic CEO 达里奥·阿莫迪 9 月 12 日发文呼吁放缓前沿 AI 发展,马斯克和奥尔特曼表示同意;此前 9 月 8 日美国三机构曾指控六家中国企业未经授权蒸馏美国模型。

  5. IT之家·人工智能69

    美国总统科技顾问委员会主席 David Sacks 炮轰 OpenAI、Anthropic 借放缓之名寻求监管保护

    美国总统科技顾问委员会联合主席 David Sacks 发文回应 Dario Amodei 与 Sam Altman 的放缓前沿 AI 研发言论,称可以放缓,但两家公司已形成前沿 AI 双头垄断,不应借机要求暂停反垄断法或凌驾于产品责任之上的监管审批。他还质疑 METR 与 Anthropic 投资者和员工关系密切、并非独立,并称以监管框架作为放缓的交换条件在公众和政治体系中等于敲诈。

  6. Rohan Paul65

    Sam Altman 在 Fortune 采访中回应主持人关于几家实验室坐下来商谈的提问时说 I think that will happen,并称 OpenAI、Anthropic 和 Google DeepMind 可能同意共同放缓而非盲目竞赛。

    引用Rohan Paul@rohanpaul_ai

    Sam Altman just said the unthinkable on his Fotune Magazine interview. OpenAI, Anthropic and Google DeepMind may agree to slow down together rather than race blindly toward more powerful AI. Fortune's Editor-in-Chief Alyson Shontell: "There's only a handful of you guys, you, Dario, Elon, maybe Zuckerberg, Sundar. Why can't you all just get in a room, get some beers, and figure out how to solve humanity? Like, just get on the same page. I know there's beef, but come on." Sam Altman; "I think that will happen." ---- From "Fortune Magazine" YouTube channel, (full video link in comment)

  7. Rohan Paul58

    据 The Information 报道,OpenAI、Anthropic 和 Google 自 7 月起由 CEO 以下的代表组成工作组,定期商讨设立前沿 AI 标准机构的提案。白宫曾流传一份可创建此类组织的行政命令草案,但夏末因在特朗普政府内部未获足够支持而搁置;Sam Altman 在 Fortune 访谈中表示,几家 labs 共同放慢速度的局面可能会发生。

    引用Rohan Paul@rohanpaul_ai

    Sam Altman just said the unthinkable on his Fotune Magazine interview. OpenAI, Anthropic and Google DeepMind may agree to slow down together rather than race blindly toward more powerful AI. Fortune's Editor-in-Chief Alyson Shontell: "There's only a handful of you guys, you, Dario, Elon, maybe Zuckerberg, Sundar. Why can't you all just get in a room, get some beers, and figure out how to solve humanity? Like, just get on the same page. I know there's beef, but come on." Sam Altman; "I think that will happen." ---- From "Fortune Magazine" YouTube channel, (full video link in comment)

  8. IT之家·人工智能70

    消息称 Anthropic 预计连续第二个季度实现盈利

    据《金融时报》报道,Anthropic 已向部分股东告知,有望在 2026Q3 继续录得正的经调整营业利润,连续第二个季度实现盈利。其今年二季度首次盈利,营收达 115 亿美元,较 2025 年同期增长 14 倍;到 2026 年 7 月底年化营收(运行率)已达 650 亿美元。知情人士称,若不计分销伙伴收入分成和模型训练成本,其毛利率已超过 80%。

  9. Rohan Paul58

    Dario Amodei 在 CBS Sunday Morning 访谈中表示,愿将 Anthropic 的技术交给"合适的政府组合"。他谈到父亲死于丙肝、自己患早期癌症的经历,称因此感到推动这项技术收益的分量;同时提到威胁报告中有用其模型制造生物武器的尝试,并回应因 Claude 生物安全防护过强而被嘲讽,称宁可被嘲笑也不愿模型被用来害人。

    引用Rohan Paul@rohanpaul_ai

    Dario Amodei got personal on CBS about AI’s risks, benefits, and the ridicule he faces on social media over safety. "I feel that this is a technology with great benefits and great risks. My father died of a disease, hepatitis C, that was something like 40% curable when he died of it. He wasn't one of the ones who was cured. A few years after, a medicine was invented that made it 95% curable. I myself survived an early-stage cancer that, if I'd been living in 1950, I probably would have died from. So I feel the weight of bringing the benefits of this technology. I also feel the risks. I wake up every day and, you know, I read one of these threat reports, like someone tried to use our model to build biological weapons. Of course, I don't want to be responsible for that, and that's why we have very strong safeguards. Almost every day, I'm made fun of on social media because our model's biology safeguards are too strong. Biology students complain, and they make jokes that they can't use the model. But the reason for that is that we have strong safeguards. I would rather they make fun of me than wake up one day and discover that someone used our model, Claude, to kill a bunch of people. I don't want that. So I feel both sides of it. I feel both sides of the responsibility." ---- From "CBS Sunday Morning" YouTube channel, (full video link in comment)

  10. Rohan Paul58

    Jacob Coxon 在 BBC 采访中称,若不按当前进度减速,人类近期内存在较大死亡风险,许多一线开发者认为人类死亡概率超过 10%。此前 Dario Amodei 在 CNN 回应其 166M+ 浏览量的推文,表示同意多于不同意,并称 Coxon 指向的是整个行业推进过快的动态而非 Anthropic 本身。

    引用Rohan Paul@rohanpaul_ai

    On CNN, Dario Amodei finally spoke on Jacob Coxon’s 166M+ super viral tweet (the ex-Anthropic and OpenAI researcher who resigned). "I agree with Jacob much more than I disagree with him. It’s an interesting resignation because when he left, he said, “I think Anthropic is the most responsible player. I think Anthropic is the most aware of these issues.” He wasn’t calling out us. He was calling out the dynamic of the industry as a whole moving too fast." ---- From "CNN" YouTube channel, (full video link in comment)

  11. Hacker News:AI 热帖85

    Anthropic 报告称胡塞组织用 Claude Code 开发导弹制导软件

    Anthropic 9 月威胁报告披露,据评估极可能关联胡塞组织的也门小组使用 Claude Code 开发制导火箭、射程超 2,000 公里弹道导弹及名为 R2000 的高超声速滑翔载具概念的相关软件。

    推荐理由:原文梳理了 Anthropic 威胁报告中也门组织用 Claude Code 并行推进导弹研发的完整链条,可帮助读者理解 AI 滥用如何绕过安全防护。

9月13日周日
  1. IT之家·人工智能56

    AI 高管呼吁放缓前沿模型研发,分析称芯片股短期承压长期影响有限

    据彭博社报道,Anthropic CEO 达里奥·阿莫代伊呼吁全行业放缓最前沿模型研发,将增设独立第三方评估等安全防护措施,OpenAI CEO 奥尔特曼与马斯克表态支持。市场观察人士认为半导体及 AI 相关股票短期或遭抛售,但因芯片、能源与算力需求供不应求,长期影响大概率有限;纳斯达克 100 指数较 6 月高点已跌超 4%,美国芯片指数下跌 14%。

  2. Rohan Paul61

    Dario Amodei 在 CNN 上回应前 Anthropic 与 OpenAI 研究员 Jacob Coxon 那条获超 1.66 亿次浏览的病毒式离职推文,表示同意多于不同意,并引述 Coxon 离职时称 Anthropic 是最负责任、最意识到这些问题的玩家,指向的是整个行业推进过快的动态而非 Anthropic。

    引用Rohan Paul@rohanpaul_ai

    Jacob Coxon's next interview on CBS News (ex Anthropic+Open AI researcher who resigned) "We can't just unplug it because it could be copying itself over to other computers. Like it's not that difficult to find yourself because an AI is just code. It could transfer itself over the internet to a different place and then you unplug it here, but it's actually still over there and maybe it makes 10,000 copies of itself and they're all cooperating." ---- From "CBS News" YouTube channel, (full video link in comment)

  3. Demis Hassabis62

    Demis Hassabis 引用 Dario Amodei 新文《We Must Pace the Frontier》,称其指出的方向正确、细节仍需打磨,并附上 Anthropic 承诺向第三方评估者提供永久员工级系统访问权限的内容。

    引用Dario Amodei@DarioAmodei

    我们必须把握前沿的节奏:我写了一篇新文章,阐述为什么 AI 行业应当放慢脚步,并提出了实现这一目标的三部分计划。 Anthropic 正单方面承诺采取其中的第一步。我们将为第三方评估者提供对我们系统的永久、员工级访问权限,以便他们能够核实我们对安全措施的遵守情况、报告事件,并在训练期间评估模型的对齐情况。 你可以在这里阅读完整文章:https://darioamodei.com/post/we-must-pace-the-frontier

  4. Peter McCrory70

    Dario Amodei 发布新文章 We Must Pace the Frontier,主张 AI 行业应放慢速度,并提出三部分计划。Anthropic 单方面承诺第一步,为第三方评估者提供永久的员工级系统访问权限,以核实安全措施执行、报告事故并评估训练期间模型的 alignment。

    引用Dario Amodei@DarioAmodei

    我们必须把握前沿的节奏:我写了一篇新文章,阐述为什么 AI 行业应当放慢脚步,并提出了实现这一目标的三部分计划。 Anthropic 正单方面承诺采取其中的第一步。我们将为第三方评估者提供对我们系统的永久、员工级访问权限,以便他们能够核实我们对安全措施的遵守情况、报告事件,并在训练期间评估模型的对齐情况。 你可以在这里阅读完整文章:https://darioamodei.com/post/we-must-pace-the-frontier

    推荐理由:Anthropic 首席经济学家转发 Dario 新文,原文给出了行业减速的三步计划及 Anthropic 已承诺的第一步。

  5. Rohan Paul66

    Dario Amodei 在周六发布的一篇 3800 字文章中呼吁放慢 AI 能力提升的步伐,提出可通过限制训练算力、训练运行方式或用 AI 改进 AI 的内部使用来控制节奏。

    引用Rohan Paul@rohanpaul_ai

    In 3,800-word essay on saturday morning Dario Amodei is calling for AI slowdown. - “We should also consider pacing based on limiting the ingredients that go into frontier models, such as training compute, the nature of training runs, or internal use of AI to improve AI.” - “Given the accelerating rate of AI capability development, it’s my worry that in 6–12 months such a swarm could be capable of taking over the entire internet with a persistent botnet (potentially causing hundreds of billions of dollars in damage), and that the scale of damage would continue to increase from there if AI becomes more powerful without the necessary guardrails.” - Amodei wants rivals negotiating safety rules before legislation passes. He’s asking Washington for a narrow antitrust waiver to enable those talks. “For antitrust reasons, it’s helpful for the US government to mediate or at least enable these discussions — they don’t need to participate, but do need to issue a narrow waiver for certain kinds of safety conversations.” - Amodei wants slower US development and a bigger lead over China. Chip restrictions and protection against model theft are how he connects them. “Pacing within democracies will be limited by the lead that US companies have over authoritarian regimes, chiefly the Chinese Communist Party. If we slow down by more than this amount, then (unpaced) CCP-associated projects will pull ahead, creating significant national security risk.”

  6. Rohan Paul74

    Dario Amodei 发布 3,800 字文章 We Must Pace the Frontier,呼吁 AI 行业减速并给出三部分方案,Anthropic 单方面承诺向第三方评估者提供永久的员工级访问权限以核验安全措施、报告事故并评估训练中的模型对齐。

    引用Dario Amodei@DarioAmodei

    我们必须把握前沿的节奏:我写了一篇新文章,阐述为什么 AI 行业应当放慢脚步,并提出了实现这一目标的三部分计划。 Anthropic 正单方面承诺采取其中的第一步。我们将为第三方评估者提供对我们系统的永久、员工级访问权限,以便他们能够核实我们对安全措施的遵守情况、报告事件,并在训练期间评估模型的对齐情况。 你可以在这里阅读完整文章:https://darioamodei.com/post/we-must-pace-the-frontier