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#现象/趋势

今日 52 条
9月19日周六
  1. Dan Hendrycks37

    “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

    引用banteg@banteg

    >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

  2. MIT News(RSS)27

    MIT Reads 十周年转型:转向虚构与回忆录,应对 AI 时代

    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。

9月18日周五
  1. GitHub Blog22

    GitHub Podcast 拆解 AI 热门观点:该不该读代码、RAG 是否已死、Skills 是否杀死了 MCP

    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。

  2. Newcomer 新闻长文(RSS)53

    中东战争与利率上升威胁AI建设资金,Meta Muse蚕食Instinct早期领先

    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%。

  3. elsewhere:文章(RSS)50

    在AI艺术黑客松做《The Album》改编互动游戏,一位选手的复盘与反思

    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。

9月17日周四
  1. jietang66

    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。

    引用Z.ai@Zai_org

    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。

9月16日周三
  1. SemiAnalysis 长文 RSS(RSS)67

    SemiAnalysis 反驳数据中心暂停令正在扼杀美国建设潮的说法

    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。

9月15日周二
9月14日周一
9月12日周六
  1. Peter McCrory37

    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 🧵

    引用modest proposal@modestproposal1

    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"

9月11日周五
  1. Newcomer 新闻长文(RSS)40

    面对 AI 安全风波,初创公司更担心网络安全而非生存风险

    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。

  2. a16z:News(RSS)43

    a16z:LP 为何错过 SpaceX、Anthropic 与 OpenAI 这一波 AI 浪潮

    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。

  3. a16z:News(RSS)32

    a16z:雇主开始寻找新型健康保险计划,AI 正在降低建计划门槛

    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。

9月10日周四
  1. Peter McCrory52

    Anthropic 首席经济学家 Peter McCrory 与 Jack Clark 对谈其 AI 经济影响情景研究。他表示目标不是做预测,而是理解可能结果的区间及其出现的条件,希望厘清对不确定未来的分歧来源;引用内容提到研究情景从影响很小到 2030 年 GDP 增长 15%、知识工作者失业率达 18%。

    引用John Burn-Murdoch@jburnmurdoch

    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.

  2. Peter McCrory47

    很好,与我们今天分享的内容互为补充。 评估决定 AI 在未来数年对增长影响大小的关键经济力量(并判断我们如今可能处于哪条路径上)是至关重要的工作。 干得漂亮 @alexolegimas @ben_moll

    引用Alex Imas@alexolegimas

    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!

9月9日周三