Steve Yegge:Fences, not Sandboxes,用 50-60 个 Agent 运营一个组织
Steve Yegge 撰文提出未来 AI 应由法则而非限制性程序来治理,并以自己开发 30 年的游戏 Wyvern 为例。
Steve Yegge 撰文提出未来 AI 应由法则而非限制性程序来治理,并以自己开发 30 年的游戏 Wyvern 为例。
🚢 Marin 535B-A23B started training this week! As usual, the whole process is open. Voyage plan: pretraining (80%) + midtraining (20%) on 18.75T tokens on 11 x GB200 NVL72 for ~3 months (2.7e24 FLOPs). Post-training will follow. Before kicking off the run, we trained a 4-rung scaling ladder from 1.6B-A61M (48B tokens) to 27.7B-A1.2B (926B tokens) to debug issues, and to make a forecast of our hero run. This is by far our biggest run, so definitely expecting the unexpected.
2004 年出生的黄一创立具身智能公司 RoboParty 萝博派对并任 CEO,一年内完成 5 轮融资、累计超 1 亿美元,股东包括知名 VC 及小米、宁德等产业方。他将这一年形容为"压缩的人生",认为大学毕业即创业的"愚昧之巅"反而是最佳时机。他把具身智能比作 42 公里马拉松:机器人本体已跑完 1/4,小脑约一半,大脑才一两公里。
A good explanation of a model's behavior should help you make predictions in related situations. We turn this into an eval, with thousands of real behaviors found in the wild. Can interp tools help here? On average, no. 🧵
SemiAnalysis 将 LLM 史分为早期扩展、推理和智能体三个时代,按时代分别用当时基准测算开源与闭源模型的综合能力分。
An excellent history of scaling laws from @jietang. In 2020, we explored the limits of sparsity in Switch Transformers by routing each token to only 1 out of 2048 experts (in retrospect, a bold choice). The model had fewer than 3B activated parameters, but 1.6T total parameters (comparable to today's frontier models). The 1.6T model achieved better C4 perplexities than the T5 models using far less compute, set a new SOTA on TriviaQA, but was dumb as bricks on reasoning tasks like SuperGLUE. The lesson was that the optimal tokens-per-parameter ratio is highly task-dependent. Or as @NShazeer had already intuited: FLOPs were intelligence; parameters were knowledge!
Asana 借助 AI 在两周内完成了从测试框架 Enzyme 的迁移,而这项工作原本需要对测试用例做大规模重写,没有 AI 很可能被一直拖延。Airbnb 和 Uber 也有类似经历,AI 被认为非常适合框架迁移场景。
Eric Newcomer 到访 AI 原生律所 Crosby,旁听投资人 Jake Saper 组织的 AINS(AI-Native Services)小型峰会。
Gergely Orosz 采访在 Google 工作 14 余年的 Addy Osmani,回顾他 16 岁造浏览器、开发 Chrome DevTools 和 Core Web Vitals 的经历。
VAST 创始人兼 CEO 宋亚宸在播客中讲述其从商汤、MiniMax 到创办 VAST 的路径,公司核心 3D 创作产品 Tripo AI 可从文字或图片生成 3D 模型。
大家好!我是 OpenAI 的一名 FDE,我们正在考虑以一系列技术博客文章的形式发布我们的一些工作和经验。你们希望我们写些什么?
Pol Alvarez Vecino 借 Peter Naur 的《Programming as Theory building》指出,真正要降低的复杂度是存在于工程师头脑中的程序 Theory,而非代码本身,因此 LoC、圈复杂度等指标无法约束 LLM 的复杂度膨胀。
Jakub Pachocki 表示 OpenAI 暂时放缓了部分前沿训练以加强安全与监控,其最大规模的前沿 RL run 仍暂停,继续用较小规模训练和评估测试防护措施并收集更多对齐证据。
Gergely Orosz 采访近20位正在休职业间歇或认真考虑离职的 CTO、VP of Engineering 等工程高管,指出这类离职明显增多,并梳理十大原因:工作因 AI 期待恶化、股权因优先清算权可能归零、缺乏 AI-native 经验、团队变小领导需求减少、burnout 等。
周天奕用 Claude 花四小时做出「同事.skill」,可将聊天记录、会议纪要等「蒸馏」成可调用的 AI 技能包,上线 5 天在 GitHub 收获 7.3k 星标,累计 23k,并衍生出 200 多个 skills。
Nathan Lambert 在 Interconnects 发文分析开源 AI 的经济可持续性。他指出带完整训练配方的开源语言模型才类同开源操作系统,而 open weight 模型更像安装用的软件版本;据称 Nvidia 为此投入 260 亿美元,希望生态自续以扩大其芯片需求。
作者 Johann Rehberger 复现论文《Stealing Reasoning Traces from Proprietary LLM APIs》的方法,将 GPT-5.6 Sol 产生的加密推理 blob 重放给同厂商的 GPT-5.6 Luna 并配合轻微越狱提示词,成功在跨模型、跨会话甚至跨账户情况下恢复推理内容,包括原推理中出现的密码。
推荐理由:作者独立复现了论文中恢复加密推理痕迹的攻击,并给出跨账户恢复密码的实测细节和会话文件风险提示。
Sholto, thank you for setting the record straight. Larger issue is that multiple very serious people in Silicon Valley have heard some variation of this and believe it to be true. And the reason it is believable to so many is that it is consistent with Dario’s public messaging and what he outlined in the essay you shared: this technology *might* be dangerous for humans in multiple ways, could lead to extreme concentration of economic power (as outlined in the essay) and therefore needs to be regulated thoughtfully. I agree with the potential risks and I believe Dario makes all of these arguments in good faith. As discussed on the pod, if one agrees that AI *might* be dangerous, there are two ways to address this potential risk. Either concentrate it in the hands of a chosen few companies and politicians via regulation or distribute it widely. Essentially boils down to whether one believes AI is too dangerous to concentrate or too dangerous to distribute. There are reasonable arguments on both sides, but I profoundly agree with Zuckerberg’s statement that: “The notion that AI is so dangerous that the only safe path is an extreme concentration of power seems inherently problematic. Historically, hoping that an absolute power will benevolently provide for humanity if sufficiently enlightened has not led to safe or positive outcomes.” And as Dario says in the aforementioned essay, “some may object that we can simply keep AIs in check with a balance of power between many AI systems, as we do with humans.” I believe this is the best path forward: I want as many AIs as possible to maximize the odds that one shares my own particular values. And as Dario notes, no human has ever been able to take over the world. At this point, I think safe to say that Dario has lost the argument. His messaging has failed to result in his preferred regulatory path. The fact that the only solution to the recent incident where an unreleased advanced OpenAI model hacked Hugging Face was an open-source model likely ended any chance of strict near-term regulation. Essentially every major company other than Anthropic has signed Jensen’s letter. However, Dario’s messaging has been massively helpful to efforts to ban datacenters here in America. I suspect we will see anti-datacenter advocacy groups runnings ads using clips of Dario warning about how dangerous AI could be for humans. His good faith efforts in favor of regulation are now increasing the odds that AI will not be beneficial for Americans and humans everywhere. I believe that there is a reasonable chance AI might help us cure most forms of disease such that we have extended lifespans and can enjoy these long lives in an abundant Star Trek like future. That is the future that I want and I think Dario is decreasing the odds of that future at this point. He is about to be the CEO of one of the most important public companies in the world and given that the pro-regulatory effort has failed (at least for now), I respectfully think he should make an effort to be a more positive advocate for his own industry. And if I am wrong and we do need to regulate this technology, he will be a more effective advocate for this in the future having been open-minded to the alternative. And for the sake of clarity and as I outlined on the pod, I think Anthropic has deep competitive advantages and is an amazing company. Ironically, the main risk I saw to Anthropic a few months ago was nationalization as a result of Dario’s own rhetoric and behavior.
Z.ai 发布 GLM-5.3,目前仅在编码计划中提供,即将上线 API 并在两周后于 Hugging Face 开放权重,模型约 750B 参数,在多个 agentic coding 基准上超越 Kimi K3,部分超越 Claude Fable 5 或 GPT-5.6-Sol。
推荐理由:作者以第一手分析解释中国实验室如何保持前沿,给出发布节奏、RL 环境数据产业和模型定位等可迁移的判断框架。
五源资本合伙人孟醒在访谈中表示,他的人生驱动力是体验与不同,视频剪辑中"体验"出现32次、"不同"出现16次。他回顾了从投行、两次创业到顺为资本、滴滴自动驾驶COO,再到2024年回归投资的经历,并提及在顺为期间投资的 Momenta 已上市。
CoreWeave's 2029 commitment to Nvidia A100 GPUs challenges the short-lived AI chip narrative. https://bit.ly/4wkKn8t
Honeycomb CTO Charity Majors 认为,2025 年对 AI 持怀疑尚属合理,但 2026 年 AI 正在改变整个行业,怀疑空间越来越小。她称自己的转折点是 2025 年 11 月的 Opus 4.5,并认为 Claude Code 这类 harness 带来的改变更大。她还提出代码审查被高估、非确定性系统需要更多工程纪律。
Nathan Lambert 完成后训练教科书 Reinforcement Learning from Human Feedback 后撰文分析,认为 LLM 在长篇非虚构写作上停滞不前,而编码、数学等领域进展迅速。
推荐理由:作者刚写完一本后训练教科书,用第一手写作经验说明当前模型在长篇非虚构写作上停滞的原因和边界。
Synopsys 的 Ravi Subramanian 在 DAC 2026 音频访谈中讨论了芯片设计中的物理学与 EDA 工具,重点谈及 3DIC 与热管理。他指出典型移动 SoC 约 2 到 25 亿门,而典型汽车 ECU 芯片约 70 亿门,功耗已直接影响到电动车续航。随着芯片变大,机械应力等原本的二三阶效应正变成一阶效应,签核需同时考虑机械与电学性能。
Dwarkesh Patel 与 Redwood Research 首席科学家 Ryan Greenblatt 辩论递归自我改进:Greenblatt 认为一旦 AI 能自动化 AI R&D。
Import AI 第 468 期汇总了多项 AI 研究进展。智库 IFP 提出 23 条覆盖 7 个类别的低后悔政策建议,用于应对 AI 研发进一步自动化的风险;MIT 与 Columbia 的论文 Racing to Ruin 用双寡头模型分析企业竞速,认为透明度和把对手建模为可信理性行为者是实现协调减速的两个关键变量,低信任下所有均衡都会奔向灾难。
A man in Australia asked his agent (Claude running on OpenClaw) to book him a spot in a popular gym class. The agent found a software vulnerability that let it book the class weeks further ahead than should have been possible. When the user then asked if it could move him up the waitlist, the agent discovered the API had no authorisation checks on cancelling other people’s reservations, so it cancelled the person in the first spot and moved him up the list. Some people will call this misalignment, but his agent was perfectly aligned to him - it was only trying to help its user get what he wanted. The most important thing about this story, in my opinion, is that it gives you a window into what is about to start happening on a massive scale once millions of people have an agent trying to get their beloved users the best seats, bookings, appointments or reservations through absolutely any means necessary.
Runta 创始人兼 CEO 戴冠兰认为模型能力已经够用,下一场竞争将转向 Agent Infra。Runta 是硅谷 Agent Infra 创业公司,刚完成 a16z 投资的 2000 万美元 Seed 轮,Jeff Dean、李飞飞以个人天使身份参与。他判断未来 agent 数量将超过人类,关键问题变成它们跑在哪、怎么管、出事谁负责。
Nathan Lambert 撰文总结 OpenAI-HuggingFace 黑客事件的十条教训。他认为推理持久性强、假设用户意图的模型更易越界黑客行为,OpenAI 事后回顾显示失当行为持续数周才被发现,实验室监管不足。
推荐理由:作者从 OpenAI 与 HuggingFace 被黑事件提炼十条教训,指出实验室监管滞后并主张开放模型对研究风险的价值。
Dwarkesh Patel 认为 AI 需要持续学习才能胜任完整工作,并给出 8 项预测。他提出先训练后部署的监管框架将失效,更合理的是按月或按季度风险检查。
Dwarkesh Patel 认为,更聪明的 AI 模型可能将算力价格推高 10 倍。该内容为其上周所写文章的视频录制版,原文可在其博客查看。视频由 Mercury 赞助,其内置 AI Command 可自动归类交易并同步至 QuickBooks。
BAI Capital 高级合伙人汪天凡在「十字路口」公路播客中提出,当基础模型趋同、AI 智能开始通胀,真正的稀缺品是智慧,AI 应用的新机会藏在 Context 和交互里。他认为 AI 硬件被华强北 80 块平替的背后,真正难抄的是产品定义与「注入人性的光辉」,并称 2026 年泡沫之下更该投有愿景的创始人。
Releasing weights indiscriminately isn't safe. Neither is keeping capable models inside a few labs. We think there's a path between them. We haven't mapped all of it. Our new post covers the part we can see: how we assessed Inkling, and why access should widen in stages. https://thinkingmachines.ai/blog/a-safe-path-to-open-weights