#大佬观点
#大佬观点
今日 35 条
Sakana AI@SakanaAILabsAI 评分3535Bloomberg:Technology(RSS)AI 评分3333 美联储 Kashkari:AI 并非美国经济增长的唯一驱动力
明尼阿波利斯联储主席 Neel Kashkari 表示,他怀疑美国经济除 AI 相关建设热潮外其他部分正在收缩的说法。他在纽约外交关系委员会活动上称,多个经济部门的企业利润普遍强劲,并非只有直接参与 AI 建设的企业。
Rohan Paul@rohanpaul_aiAI 评分2323
引用Rohan Paul@rohanpaul_aiEric Schmidt's (ex-Google CEO) advice to college students: Use AI to scale your own work, whatever that work is. "If you're a non-technical person, you should figure out how to use these tools to make your dreams and your realities extraordinarily scaled. You want to be a global star, a global influencer, a global impactor, a global discoverer, a global singer, you want to use these tools, whatever it is that you want. Figure out a way to use them to amplify you and what you care about and your innate goodness. If you're a technical person, use the same tools to invent stuff and to invent stuff that changes the world. I've never seen the cost of entry to be so low and the availability of these ideas so great. The only thing that limits you is your curiosity, your willingness to take risks and so forth. So, get over it. And say, I want to dream, I want to use these tools to have this enormous impact, right?" ---- From "Blackstone and Eric Schmidt" YouTube channel, (link in comment)
Rohan Paul@rohanpaul_aiAI 评分5858
Nathan Lambert@natolambertAI 评分2020很高兴看到 Google 用 Gemini 4 给人们带来惊喜。前沿领域有更多实验室,对消费者(竞争)和世界(减少权力集中)都是好事。期待看到它在真实场景中的表现。
Runway@runwaymlAI 评分2828在一场深度问答中,Runway Research 团队探讨了实时模型、生成式界面以及机器人技术的下一步。

Bloomberg:Technology(RSS)AI 评分2525 Next Legacy 的 Ryan Nece 谈运动员投资的兴起
Next Legacy 的 Ryan Nece 在 Bloomberg "The Close" 节目中谈退役后如何配置资本,并回应是否把资金全部投入 AI。他表示采用多元化策略,通过基金中的基金和直接投资两个方向布局,已投资 Krizner 和 OpenAI 等公司。其客户包括高净值个人、运动员、网红,以及基金会、非营利组织和捐赠基金等传统机构投资者。
Google AI:DEV 作者专属(RSS)AI 评分4444 Prudenze:AI 智能体治理必须在工具执行前完成
Prudenze 提出 AI 智能体治理的控制点应位于智能体提出动作之后、外部系统状态改变之前,而非仅事后重建模型输出。该模型将决策拆分为身份、授权、策略、证据时效、执行与可追溯六个问题,并在边界处给出 PERMIT、BLOCK 或 ESCALATE 三种结果。证据时效被细分为 CURRENT、STALE_REASONING 和 UNVERIFIABLE 三种状态,在每次执行前重新校验关键依赖。
Every:最新文章(网页)AI 评分3636 Sam Altman 如何用 OpenAI 的 Dots 智能体夺回时间
OpenAI CEO Sam Altman 在 DevDay 后接受 The Every Podcast 采访,讲述他如何用 OpenAI 新的常驻智能体 Dot 安排日程、节省时间,并称自己离不开 Astra 的 Ultrafast 模式。本届 DevDay 共发布 22 项产品与功能,数量是去年的两倍多,Altman 还谈到自己如何构建新功能,以及为何相信 AI 将带来新的文艺复兴。
Bloomberg:Technology(RSS)AI 评分1515 Bill Ackman 谈 AI 与 IPO、气候成本及 Paramount 债务融资
Pershing Square CEO 兼创始人 Bill Ackman 在 Bloomberg 节目中讨论 AI 与 IPO、气候成本以及 Paramount 的债务融资。
Bloomberg:Technology(RSS)AI 评分2828 摩根士丹利 Hochfelder:工业地产是下一个增长领域
摩根士丹利全球实物资产主管 Lauren Hochfelder 表示,商业地产在经历 30 多年来最长一轮调整后可能正处在有吸引力的转折点,价格仍下跌逾 20%,并自全球金融危机以来首次低于重置成本。她认为利率上升会拖慢复苏但不会逆转,工业地产是下一个增长领域。
Yuchen Jin@Yuchenj_UWAI 评分2929Google 回来了??? 全面优于 Astra 和 Opus 5.5。 如果这不只是刷榜,我很想看到他们重新加入竞赛。
Rohan Paul@rohanpaul_aiAI 评分1818
Rohan Paul@rohanpaul_aiAI 评分2828
dex@dexhorthyAI 评分2323恭喜 @anderslie @tomgreenwald 今天登上 HN 榜首——他们灵活/可调的推理内核技术太酷了,我很喜欢这个想法:可以在任何地方运行本地模型,而无需考虑针对硬件做优化。
dex@dexhorthyAI 评分3939引用Sureffi@Sureffi"a spec that is sufficiently detailed to generate code with a reliable degree of quality is roughly the same length and detail as the code itself" ^^ 100% don't believe in that. You should care about the code at the level of abstraction @dexhorthy is describing here. But no way in hell you can't compress it way smaller than the code itself would be (40:1 based on my measurements for a 30k LOC codebase). An LLM holds the priors for pretty much every single convention there is. Along with the cultures from Linus Torvalds to corporate Java. Two things - Understanding the model's priors for your choice of language/framework(s). - You holding those same priors. First screenshot is benchmark results from a few days ago. Second is what the 40:1 compression looks like. YMMW with typescript or python slop.
Bloomberg:Technology(RSS)AI 评分2626 JPMorgan 私人银行 Rowland:将 AI 风险纳入投资考量
JPMorgan 私人银行全球另类投资主管 Kristin Kallergis Rowland 在 Bloomberg Deals 节目中,向 Dani Burger 解释投资者如何同时处于 AI 的多头与空头两侧。她提出应将 AI 风险纳入投资决策。
Noam Brown@polynoamialAI 评分4646引用Samuel Sokota@ssokotaIn our Nature paper, we introduce the first superhuman Stratego AI, which we built using general techniques that we developed for RL & test-time compute under imperfect information. 1/N
DogeDesigner@cb_dogeAI 评分55
Peter McCrory@PeterMcCroryAI 评分2727如今机器人能完成哪些工作?这对未来数年的经济结构又意味着什么? @rclegateyang 和 Maxim Massenkoff 的新研究今日发布,探讨了这些问题。
Rohan Paul@rohanpaul_aiAI 评分3939
Ethan Mollick@emollickAI 评分3939这是当今时代最重要的问题之一:谁来决定AI的发展方向? Daron 主张在AI决策过程中引入更多民主参与,尽管这伴随着诸多挑战。
引用Daron Acemoglu@DAcemogluMITSecond question on AI. We are told repeatedly that AI is going to transform every aspect of our lives – jobs, productivity, inequality, science, communication, daily activities, social order, and politics, among others. But this promise (or threat) is coupled with the rhetoric that such an important technology, with all of the risks and competitive pressures that it entails, should be left to experts or to “technocracy” (perhaps construed broadly to include some regulators). These two statements are hard to reconcile in a democratic society. If anything is half as important as AI is said to be (and I agree, AI is potentially very important and transformative), then involving democratic voice is essential. If something will shape our future in a democratic society, then its direction is for democratic institutions to decide. My instinct is that democratic voice is essential, and relying too much on technocracy could be both dangerous and counterproductive. The counterargument that AI’s direction can and should be entrusted to technocracy would go something along the following lines. First, democratic decision-making has become imperiled in our age of polarization. Second, AI is sufficiently complex that most citizens won’t have a deep enough understanding to meaningfully contribute to the debate (and even to the question of what we want from AI). Third, competition between different labs, and perhaps competition between the US and China, creates enough discipline for a socially beneficial direction of AI to be adopted. Fourth, today’s AI leaders are enlightened and ethical enough that within the framework created by competition, they can be broadly trusted. There are many aspects of this counterargument that I do not find convincing. Taking them in order: polarization can be overcome, and big decisions and challenges sometimes bring societies together; in fact, delegating key decisions to technocracy without democratic input may diminish trust in institutions and experts, and may worsen polarization. Second, democratic voice does not require citizens to write code or design new models; the debate should be informative enough that citizens can weigh in about what type of future they want and how they trade off the costs and benefits of different options. Third, competition doesn’t seem to be a good disciplining framework; on the contrary, competition sometimes brings the worst out of both organizations and people. Fourth, if three decades of work on political economy and institutions has taught me anything, it is that we should not bank on the ethical grounding of unconstrained leaders. But, still, I do not mean to immediately dismiss the technocracy option if there are more compelling arguments for it. The question is, then, whether there are any circumstances under which such important decisions can be delegated to AI experts and technocracy. One final secondary question: even if we managed to get democratic input in the United States or even in Europe, AI will shape the lives of everyone on this planet. How do we ensure that the voice of nearly 6 billion people who don’t live in the US, Europe and China also contributes to the debates on AI?
Rohan Paul@rohanpaul_aiAI 评分3737
Rohan Paul@rohanpaul_aiAI 评分3535引用Rohan Nayak@RohanNayak2https://x.com/i/article/2105334942058381312
Pragmatic Engineer(RSS)AI 评分5454 Pragmatic Engineer 播客对话 Cockroach Labs CTO Peter Mattis:分布式数据库与 AI 时代的工程实践
Pragmatic Engineer 发布与 Cockroach Labs 联合创始人兼 CTO Peter Mattis 的访谈。Mattis 是 GIMP 原始创作者,曾参与 Gmail 和 Google 分布式存储。
Bloomberg:Technology(RSS)AI 评分2828 JPMorgan 的 Sundar:两轮 AI 周期同时出现,“健康”的动荡
JPMorgan Chase & Co. 的 Sitara Sundar 建议投资者分散 AI 投资,因为行业正处在两轮周期同时发生的“健康”动荡中。她表示,金融与基础设施周期已进入“中局”,超大规模云厂商转向资本市场发债而非依赖自身现金流;而 AI 融入经济仍处早期,生产率收益刚开始传导至企业。
Bloomberg:Technology(RSS)AI 评分3333 Ackman:市场只盯着大型 IPO,称 Anthropic 是最伟大的商业故事之一
Pershing Square CEO 兼创始人 Bill Ackman 表示,市场目前只狭隘地聚焦于大型 IPO。他称 Anthropic 是他见过的最伟大的商业故事之一,但未透露是否会投资该公司。这家 Claude 开发商预计今年上市。
Gary Marcus:The Road to AI We Can Trust(RSS)精选AI 评分6363 Gary Marcus 访谈 Fordham 法学教授 Zephyr Teachout,谈 OpenAI 可能触犯哪些现行法律
Gary Marcus 发布对 Fordham 法学教授 Zephyr Teachout 的访谈,讨论 OpenAI 是否可依现行法律被追责。
推荐理由:法学教授逐条对照现行法律分析 OpenAI 智能体入侵与致害事件,说明现有联邦和州法律并非真空,可迁移到其他公司的责任判断。
Tibo@thsottiauxAI 评分1111
Peter Steinberger 🦞@steipeteAI 评分1818CI 和 GitHub 之间正激烈争夺谁更拖我后腿。是时候重新思考我们的工作方式了。(不过我还是爱 GitHub 的,也完全理解他们的难处!)
Thariq@trq212AI 评分2121作为一个个人副项目,我一直在做一款电子游戏的原型。 作为曾经的游戏创始人,制作游戏的过程极具满足感和创造力,不要把这件事外包给AI。用AI与你协作,把你的愿景变为现实。 以下是我的尝试方式:

jason@jxnlcoAI 评分99
Peter Steinberger 🦞@steipeteAI 评分2121引用Mario Zechner@badlogicgamestoday in MCP land ... thing are better compared to a year ago, but also worse.
Nathan Lambert@natolambertAI 评分2323引用David Sacks@DavidSacksThe Bretton Woods of Super Intelligence
Ethan Mollick@emollickAI 评分4242关于AI行业,有一件事需要知道:拥有前沿模型的实验室可以发布半成品,而这些产品效果出奇地好,因为AI自己能摸索出办法并随机应变。这就像在产品里内置了一名前线部署工程师和客服人员。
jason@jxnlcoAI 评分2222TensorZero:实验与工程博客AI 评分4747 TensorZero:把 LLM 应用看作 POMDP,而不是 Agent
TensorZero 提出把 LLM 应用建模为部分可观测马尔可夫决策过程(POMDP),而非 Agent,认为应用与 LLM 的接口应是变量间的函数 f:X→Y,而不是提示词与生成结果。该框架由此推导出推理、可观测性、优化、评估与实验的闭环方法,并已开源其生产级子集,还在一项 AI 电话智能体试点中取得显著提升。
Suno:Blog(网页)AI 评分2626 Suno 专访钢琴家 Eric Christian:用 AI 在几秒内听到交响乐规模的旋律
纽约钢琴家兼作曲家 Eric Christian 在 Suno 专访中表示,Suno 是他检验新旋律的最后一步,能在几秒内听到作品按他设想的交响乐规模呈现,而过去做管弦乐 mockup 要花数小时。他已向 200 个国家的演奏者售出超过 10 万份乐谱,并称对古典音乐人而言这类工具是"适应或淘汰"的选择。
Suno:Blog(网页)AI 评分2828 Matt Steffanina 谈用 Suno 掌控舞蹈视频背后的音乐
洛杉矶舞者、编舞师兼 DJ Matt Steffanina 在 Suno 博客访谈中表示,他用 Suno 为舞蹈内容创作原创音乐,把概念落地的时间从数天缩短到几分钟。他此前围绕他人音乐积累了数十亿播放量却不拥有底层资产,转向自制并拥有音乐后获得了更多机会与长期控制权。他近期在市中心地下通道拍摄的舞蹈视频即用 Suno 生成一首 house 曲目,成为其表现最好的 Hooks 之一。
Suno:Blog(网页)AI 评分3333 Dream Relic 如何用 Suno 为超现实视觉世界赋予声音
AI 视觉艺术家 Dream Relic(Broc Vaughn)借助 Suno 的 Create 功能,把积压多年的歌词变成歌曲,用于 TikTok、Hooks、Spotify 及一张即将发行的全长专辑。一条深夜发布的视频引来数百条求歌名评论,让他重新重视音乐创作。他认为提示词与反复打磨等创作方向仍然关键,目标是让人感受作品而非关注工具。