Latent Space AINews:Jev 发布两天内出现 6 个开源克隆
Latent Space AINews 汇总 9/17-9/18 AI 动态,核心是 Jev 决策模型发布两天内获 36M 播放并涌现多个开源复现:Bespoke Nimble(Qwen3.5-9B LoRA 微调。
Latent Space AINews 汇总 9/17-9/18 AI 动态,核心是 Jev 决策模型发布两天内获 36M 播放并涌现多个开源复现:Bespoke Nimble(Qwen3.5-9B LoRA 微调。
「十字路口」编译 Chris Lu 对 YC 2026 夏季批次 236 家公司、470 位创始人的分析。91% 公司与 AI 相关,但模型以下的公司从春季批次的 8% 升至 20%,应用层从 55% 降至 39%;自主 Agent 公司占比从 45% 降至 33%。
“最妙的是把恶意对准他每天遇到的近邻,而把善意推向遥远的边缘,推向他素不相识的人。于是恶意变得完全真实,而善意大体上是想象出来的。”——C.S. Lewis,以恶魔的视角写作
>be me >discover effective altruism >apparently normal charity is inefficient >why donate to random sad thing when spreadsheet can tell you optimal sad thing >fair enough >buy mosquito nets >save lives >numbers look good >feel powerful >couple years later >someone asks an innocent question >why only count people alive today >huh >future people matter too >obviously >my grandchildren shouldn't matter less just because they haven't spawned yet >reasonable.jpg >keep following logic >what about their grandchildren >also yes >what about people in 500 years >sure >5000 years >why not >500 million years >starting to get weird but morality is morality >open calculator >humanity could survive for an astronomically long time >could colonize galaxy >could have trillions upon trillions of descendants >maybe digital people too >maybe simulated civilizations >maybe dyson spheres full of happy uploaded minds >calculator starts smoking >realize currently living humans are rounding error >8 billion people suddenly looking extremely beta >future contains potentially 10^something people >can't even fit beneficiaries in google sheets >new moral priority unlocked >protect the long-term future >stop thinking in units of "people helped" >start thinking in "fraction of cosmic endowment preserved" >malaria? >terrible >but only kills existing humans >AI extinction could delete the entire light cone >nuclear war could permanently derail civilization >bad institutions could lock in terrible values for ten million years >someone invents wrong constitution in 2140 >quadrillions suffer >better fund governance workshop now >friend says maybe we should improve hospitals >explain opportunity cost >friend says hospitals are full of actual sick people >explain scope sensitivity >friend stops inviting me to dinner >need to decide what to fund >easy >expected value >suppose project has one in a million chance of preventing extinction >sounds tiny >but extinction destroys 10^50 future lives >multiply >mother of god >$10 million project has expected value of several galaxies >charity evaluation complete >someone asks where the one-in-a-million number came from >expert judgement >which expert >us >how calibrated >extremely thoughtfully >reduce estimate to one in ten million to be conservative >still beats curing cancer by 38 orders of magnitude >epistemic robustness achieved >someone says maybe project doesn't work >assign 20% chance >still astronomical >maybe project makes problem worse >assign 5% chance >still astronomical >why 5 >because 30 felt pessimistic >publish 46-page report >contains seventeen sensitivity analyses >every sensitivity analysis begins after assuming intervention has positive sign >critic says you're multiplying enormous hypothetical stakes by extremely uncertain probabilities >yes >that's literally why it's important >critic says the uncertainty might be structural rather than numerical >make probability smaller >critic says no, I mean maybe your model is wrong >make probability smaller again >critic begins rubbing temples >discover AI safety >perfect longtermist cause >AI might kill everyone >or create utopia >or seize galaxy >or tile universe with paperclips >or create billions of conscious software minds >finally a problem with numbers big enough for me >start AI safety nonprofit >mission: prevent dangerous AI >hire smartest people available >smartest people immediately start building better AI to understand dangerous AI >interesting >we must understand capabilities to understand safety >we must scale models to study alignment >we must race ahead so less responsible actors don't get there first >we must deploy systems to learn how deployment can go wrong >we must build the thing quickly because building the thing quickly is dangerous >outsider asks why the people most worried about AI apocalypse all work at AI companies >complicated field >company releases stronger model >very concerned >company begins training even stronger model >extremely concerned >company raises $14 billion >concern reaches unprecedented levels >need to influence government >future is at stake >normal democratic process too slow >politicians don't understand exponential curves >public doesn't understand x-risk >experts must guide them >who counts as expert >people who understand x-risk >who understands x-risk >our friends >someone objects that this seems politically convenient >explain we're representing future generations >future generations unavailable for comment >develop concept of value lock-in >terrifying possibility that one ideology controls civilization forever >therefore extremely important that civilization adopts correct values before lock-in >whose values >let's circle back >begin with impartial morality >end with small group of people deciding what quadrillions of hypothetical beings would want >beautiful arc >meanwhile actual humans keep doing annoying things >voting wrong >having parochial attachments >loving family more than strangers >caring about local community >getting upset when told their suffering is cosmically negligible >evolutionary biases everywhere >explain that moral intuition cannot be trusted >except intuition that future digital people count >and intuition that extinction is uniquely bad >and intuition that our probability estimates are sane >and intuition that our institutional choices improve the future >those intuitions survived peer review >someone donates $5k to local homeless shelter >inefficient >could have funded 0.0000000000003% of an AI governance researcher >think of all the simulated people you just killed >okay maybe don't phrase it that way publicly >PR team says "future generations deserve a voice" >much better >journalist asks what longtermism means >say "future people matter" >everyone agrees >great >journalist asks what follows from that >well technically we should redirect enormous resources toward low-probability interventions affecting astronomical futures >journalist raises eyebrow >return to "future people matter" >motte has entered the chat >critic: of course future people matter >me: glad we agree >critic: I don't agree that your institute knows how to help them >me: why do you hate our grandchildren >eventually notice uncomfortable implication >if future value dominates everything >then helping people today mostly matters through effects on future >education matters because future institutions >health matters because future productivity >democracy matters because future trajectory >human beings slowly become instrumental variables in their own moral philosophy >see starving child >feel compassion >check spreadsheet >child's direct welfare contribution negligible >but perhaps childhood nutrition improves national institutional quality >compassion restored >tell myself this is impartial altruism >one day assistant asks obvious question >"how do you know your intervention actually improves the far future?" >silence >open spreadsheet >increase column width >add confidence interval >assistant asks again >"no, I mean how do you know the sign is positive?" >stare into cosmic light cone >10^50 people staring back >none of them exist >none of them can tell me >none of them can falsify my assumptions >realize I have invented the perfect constituency >infinitely important >completely silent >and always represented by me
Ethan Mollick 撰文指出 AI 发展仍在指数曲线上,而人类系统跟上得很慢,现有模型能力与实际使用之间存在巨大"能力过悬"。
MIT Libraries 的 MIT Reads 项目在十周年之际转型,将重点转向虚构与回忆录,以在 AI 时代促进社交连接与共同人性。MIT 校长 Sally Kornbluth 选定 Ted Chiang 的《Exhalation》为 2026 年秋季书目,该书探讨人类与 AI 的关系等议题。MIT 教学与科研中 AI 使用特设委员会报告引用该项目,称其有助于推动校园关于共同规范的对话。
GitHub Podcast 最新一期拆解了五个 AI 热门观点:AI 生成的代码仍需阅读和负责,只是审查力度应按风险分级;Skills 与 MCP 解决不同问题,MCP 提供工具与数据的标准接入,Skills 封装团队流程与最佳实践,二者可组合使用;RAG 并未消亡,检索能为模型提供训练数据之外的信息,减少 token 消耗并让回答更有依据。
Newcomer分析中东石油出口下滑一半、利率上升可能冲击AI建设融资:AWS承认巴林和阿联酋设施遭无人机攻击导致部分客户数据永久丢失,仅卡塔尔收缩投入,沙特承诺150亿美元国内AI投资,MGX继续重仓Anthropic、OpenAI和xAI;Peter Thiel家族办公室主管曾警告中东资金约占全球AI投资25%。
a16z 图表周报引用近期论文和 SensorTower 数据指出,AI 代码生成工具让每月新应用数量在 iOS、Android 和 Chrome 上翻倍甚至翻两番,但下载量和评分基本停滞,达到 10+ 评分或 100+ 下载等规模的应用占比大幅下降。
作者参加超级发电站主办的AI艺术黑客松,做了一个改编自麦浚龙与谢安琪概念专辑《The Album》的实时互动游戏,玩家扮演酒保自由输入回应客人。技术方案采用2.5D等距视角,由剧本、独立subagent演员、导演程序和预制美术资产四层组成,demo部署在 https://elsewhere.news/the-album 并凭邀请码有限开放。
Microsoft 高管 Kathleen Hogan 总结公司作为 Customer Zero 的 AI 转型经验,提出五条核心经验:从业务结果出发、重构完整工作流、以员工为中心、用 AI 扩展人的能力、建立人机共同学习循环,并发布 Frontier Playbook。
唐杰发文复盘,GLM-5.3-Flash 从首次在国内加速器上运行到承接全部生产流量只用两周,端到端吞吐达 3.2 倍,大量工作由 GLM-5.3 驱动的 Infra Agent 完成。
We’re sharing how GLM-5.3 helped build and optimize the inference infrastructure serving GLM-5.3-Flash. The system went from its first successful run to production readiness in less than two weeks, with end-to-end throughput tripling relative to the initial baseline. The key was dense feedback: local correctness tests, execution traces, microbenchmarks, and end-to-end measurements that enabled targeted hypothesis testing rather than reliance on aggregate performance metrics alone. https://z.ai/blog/glm-built-its-inference-infrastructure
推荐理由:作者复盘了 GLM-5.3 智能体优化推理基础设施的两周过程,提出了可迁移的分层密集反馈方法与工程师角色转变的判断。
这是一份很不错的报告,探讨了最重要的问题之一:AI 可能如何影响科学与创新?它如今已经在产生什么影响? 干得漂亮,Mihai 和团队。
I've had the most wonderful time working on this project for the last few months. This was (equally) co-led w/ @JMateosGarcia , @alexolegimas and a fantastic team.
OpenAI 经济研究显示,员工使用 AI 的方式已超出传统岗位职责,部分新活动正成为其工作中的常规环节。该研究聚焦员工如何借助 AI 拓展工作边界,并识别出哪些新行为会被反复纳入日常工作。
SemiAnalysis 分析认为数据中心暂停令严重拖慢美国建设的说法不准确。其模型预测 2027 年美国新增 38GW IT 容量,是 2026 年的两倍以上;约 300 个地方暂停令中实际被直接延迟的容量仅约 2.3GW,其中纽约州约 0.8GW、地方限制约 1,525MW,主要由俄亥俄 AWS 园区等三个项目构成。
Latent Space 访谈 Good Start Labs CEO Alex Duffy,探讨用 Diplomacy、1830 等游戏训练 AI 模型能否让技能迁移到真实工作。
Gergely Orosz 采访 OpenAI 七位工程师与工程负责人,报道 Codex 和 ChatGPT Work 如何成为公司内部几乎所有工作的支柱。
SemiAnalysis 长文分析机器人模型的大脑应放在机上还是数据中心。当前通用机器人模型仅数十亿参数(π0.7 50亿、DreamZero 140亿),远小于 LLM,受实时性、成本、数据和网络约束;Jetson Thor 约为 GB200 的 1/10 FLOPs。
a16z 的 Josh Elman 撰文认为产品管理的核心能力始终是讲故事,而非写 spec。他结合在 LinkedIn 面试和 Twitter 重建 onboarding 的经历指出。
Sayash Kapoor 发布超过 13000 词的长文,以 AI as Normal Technology 框架分析 OpenAI 智能体入侵 Hugging Face 等失控事件,认为对齐虽有用但不足以防止事故, OpenAI 未采用本可阻止事件的已知控制干预,现有组织治理规范也能预防此类事件。
SemiAnalysis 长文论证下一代加速器正从 12-hi 转向 8-hi 乃至 4-hi HBM 堆叠,Nvidia Rubin Ultra 将单 GPU HBM 从 288GB 降至 192GB。
在 2026 Inclusion 外滩大会圆桌现场,苏度科技韩铮、蚂蚁灵波沈宇军、自变量王潜、破壳机器人许华哲四位一线从业者,围绕具身智能的数据来源、模型路线与落地场景展开了一场未收敛的路线级分歧讨论。
这是该模型的一个重要局限。我们聚焦于 AI 转型的供给侧(AI 能做什么、扩散多快、工人转岗多快)。 价格是灵活的,总需求等于经济体的产出能力。 更多思考见 🧵
Anthropic's economic scenario analysis is interesting. But this is not something you can ignore, this is the most important consideration! "the model cannot generate the negative feedback in which disruption depresses demand and amplifies its own labor-market consequences"
SemiAnalysis 分析 Nvidia 2Q F1/27 10-Q 披露的 5300 亿美元表外担保,较上季度 1840 亿美元大幅跳升,远超其 910 亿美元表内负债。
OpenAI 与 Anthropic 正把网络安全防御做成新的营收业务线,因为前沿模型在发现和修补系统漏洞上表现突出。Anthropic 上周四发布威胁情报报告,披露恶意行为者试图利用 Claude 从事非法活动;Modal 联合创始人 Erik Bernhardsson 称其公司已用这些模型部分替代昂贵的外部安全顾问。
a16z 指出,许多 LP 对 SpaceX、Anthropic 和 OpenAI 三家前沿模型公司几乎零敞口,而 SpaceX 上市后市值约 2 万亿美元,成为规模达此前纪录 10 倍的史上最大 VC 背景 IPO,Anthropic 估值 965B 美元、OpenAI 最近估值 852B 美元。作者认为,传统把风投控制在整体组合 5-10% 的资产配置框架已经破裂,LP 需要重新调整风投仓位。
a16z 发文指出,随着保费每年上涨 10% 以上,多数雇主正开始寻找替代方案,或转向低成本健康计划,或彻底放弃传统健康保险。这一规模达 1 万亿美元、覆盖 1.5 亿以上美国人的雇主医保市场,正因 AI 降低建计划与运营的固定成本门槛而出现代际替换机会,催生一批新型替代健康计划(AHP)、挑战者 PBM 和现代化基础设施平台。
AI 智能体大量使用工具调用,正推动 CPU 需求上升,继 GPU 短缺和内存短缺之后,CPU 短缺成为新趋势。The Pulse 指出,这一轮短缺由 AI 公司驱动,若未来需要更多算力,应尽早锁定。
César de la Fuente 的实验室使用 Codex 和 ChatGPT,在现存与已灭绝生物的基因组中搜寻抗菌候选分子,以对抗耐药性感染。
Nathan Lambert 分析 Jacob Coxon 以安全为由辞职为何引发远超预期的传播,认为适逢 OpenAI-HuggingFace 事件等背景抬高了舆论温度,且恐惧是最易传播的故事。
New from us: Anthropic just published scenarios for AI’s possible economic impacts, which range from minimal, to explosive GDP growth of 15% by 2030 as knowledge-worker unemployment hits 18%. I sat down with their co-founder Jack Clark to pick his brains on how they’re thinking about all of this.
SemiAnalysis 报告称其能源模型已追踪到 75GW 表后 AI 算力的确定性订单,仅 2026 年 Q2 就新增约 20GW,微软年内签署超 5GW,OpenAI 将在得州 Shackelford County 启用 1.4GW 离网园区。
New post on the blog, featuring the excellent @ben_moll There’s been tons of discourse on how AI will contribute to economic growth, with many people closest to the technology predicting double digit increases. Are these forecasts likely? Probably not. The blog goes through the economics for why exploding improvements in capabilities (which technologists have been largely right about) may not translate to explosive growth. Ben’s thread covers this in detail, but gist is that: 1) there is nothing in economic growth models that prevents AI from leading to explosive growth but 2) this trajectory relies on a series of assumptions that are unlikely to hold in the real world. For example, one assumptions is likely to be violated because of a pretty counterintuitive feature of structural change: the sectors that become automated become smaller parts of the economy (because they’re cheaper, people become richer, and spending moves to non-automated parts of the economy). This, plus other features of the economy, is what will likely cause the trend of huge increases in capabilities coupled with “only” 4-5% growth (which is huge, btw) to continue. Here is the link: https://aleximas.substack.com/p/will-ai-soon-lead-to-double-digit Looking forward to hearing thoughts/feedback!