#大佬观点

Uber CEO Dara Khosrowshahi said earlier that currently, 90% of Uber’s engineers use AI, but the top 30% (power users) are seeing unprecedented productivity gains. These power-users of AI are pushing the maximum number of "diffs" to the codebase. He predicts in 5 Years the ROI of a human engineer is surpassed by the ROI of adding more AI agents and GPU power. So at that time he will just hire more AI agents and pay for NVIDIA GPUs instead of human software engineers. --- From 'The Diary Of A CEO' YT Channel (link in comment)

Goldman Sachs CEO, David M. Solomon on nytimes "A.I. won’t eliminate 25% of jobs. What’s more likely is that people will find more productive ways to spend their time. When I was a first-year banking analyst, something as simple as making a graph of a stock’s performance took six hours of looking up prices in back issues of The Wall Street Journal on microfiche. Today, a first-year analyst can do it in seconds, and we have employed more people than ever in recent years. With more sophisticated tools, the complexity of our work naturally expands. Do any of us feel like we have less to do these days despite the convenience of Excel, email or Zoom?" --- nytimes .com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html?smid=nytcore-ios-share

wionews: OpenAI CEO Sam Altman now says the feared AI white-collar job collapse has not arrived as fast as he expected. Altman previously warned that routine office work, especially entry-level tasks, could be hit hard because of AI. His new view is that work is bending before it breaks, because companies still need humans for judgment, trust, taste, emotional reading, and messy communication where the right answer depends on context. --- wionews .com/trending/delighted-to-be-wrong-sam-altman-says-ai-may-not-trigger-feared-white-collar-job-apocalypse-1779801560534

Codex Mobile is making me a better developer in a way I didn’t expect: I step away from my laptop and stop micromanaging. I give it much more ambitious prompts (the way models work best). And I get space to think instead of sitting there with burning eyes spamming prompts.

Anthropic 联合创始人 Chris Olah 受邀在今日教皇利奥十四世通谕《Magnifica humanitas》的发布会上发言。 阅读他讲话的全文：https://www.anthropic.com/news/chris-olah-pope-leo-encyclical

Anthropic 联合创始人 Chris Olah 受邀在今日教皇利奥十四世通谕《Magnifica humanitas》的发布会上发言。 阅读他讲话的全文：https://www.anthropic.com/news/chris-olah-pope-leo-encyclical

Cognitive offloading and the speedup illusion in human-AI interaction Sunny Yu, Myra Cheng, Ahmad Jabbar, Ilia Sucholutsky, Katherine M. Collins, Dan Jurafsky, Robert D. Hawkins https://arxiv.org/abs/2605.23177 [𝚌𝚜.𝙲𝚈 𝚌𝚜.𝙷𝙲]

Jensen Huang explains how blocking China from Nvidia does not mean blocking China from AI. The usual export-control story assumes scarcity: deny the best chips, and the rival falls behind. China is no longer merely waiting at the door of American compute. Huawei’s rise is showing how a sanction is turning into an industrial stimulus: absence creates a market, and a market teaches domestic suppliers how to harden, scale, and export. That does not mean that the gap with Nvidia chips has vanished. It means the real contest is no longer just about who owns the fastest accelerator, but who sets the operating layer for intelligence: chips, energy, infrastructure, models, applications, and the standards others build upon. The mistake is to treat chip policy as a valve that can simply open or close. Every restriction slows one flow but strengthens another, and the long-term danger may be a world where American technology is absent from the very systems America wants to influence. ---- From "Fox Business" YouTube channel, (link in comment)

🇨🇳 Huawei reveals a new chip design breakthrough under US sanctions pressure. A design approach meant to close the gap with TSMC and Intel without relying only on smaller transistors, by making chip signals travel less distance. They want 1.4nm-class density without owning the world’s best lithography tools i.e. they are trying to replace Moore’s Law with Tau Scaling Law. To note, Huawei has been blocked from normal access to TSMC since the US tightened foreign direct product rules around Huawei in 2020, and TSMC later said it had not supplied Huawei since mid-September 2020. Proposed τ Scaling as a new way to make chips faster when shrinking transistors is no longer delivering the same gains. Said its next Kirin phone chip will be the first full test of Tau Scaling Law, Old chip progress mostly came from making every transistor smaller, but Huawei’s idea shifts the target from smaller geometry to shorter signal delay, meaning less time wasted while electrical signals crawl through wires, gates, memory paths, and system links. LogicFolding attacks the circuit layout itself by folding logic blocks closer together, shortening critical wires, reducing resistance and parasitic capacitance, and letting signals switch faster with denser placement. So LogicFolding is the circuit-level piece: it tries to place related logic closer together, shorten key wires, cut electrical drag from resistance and parasitic capacitance, and raise performance without needing a full manufacturing-node leap. Huawei is also pushing the same timing idea across the full stack: transistors, circuits, chip architecture, software scheduling, and system interconnects all get tuned to reduce τ, the delay constant that limits speed and efficiency. The bold claim is that Huawei has already mass-produced 381 chips using this thinking, and future high-end chips could reach density comparable to 14Å, or 1.4nm, without relying only on classic process shrinkage. Says this path could reach 1.4nm-class, or 14Å-class, density by 2031, while TSMC and Intel target similar physical nodes around 2029. Huawei calls it Her’s Law, after He Tingbo, the chip leader who helped turn HiSilicon into Huawei’s survival engine after US export controls. --- huawei. com/en/news/2026/5/ieee-iscas-tau-scaling