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前OpenAI首席科学家Ilya:情绪是终极Value Function
首席商业评论· 2025-12-12 11:21
Core Insights - The article discusses the evolution of AI research and the transition from scaling to a renewed focus on innovative research methods, emphasizing the importance of "taste" in research and the potential for breakthroughs in AI learning mechanisms [10][12][16]. Group 1: Transition of AI Research - The AI development is shifting from a scaling era (2020-2025) back to a research-focused era, as the scaling laws of pre-training are becoming ineffective due to limited data [17]. - The future of AI is expected to involve new algorithms rather than just increasing computational power [17]. Group 2: SSI's Strategy - Safe Superintelligence Inc. (SSI) aims to develop superintelligence without intermediate products, focusing solely on research rather than market competition [12]. - Ilya Sutskever, co-founder of SSI, believes that the company’s funding of $3 billion is entirely directed towards research, unlike larger companies that allocate funds to user services and sales teams [13]. Group 3: Research Methodology - Ilya emphasizes the importance of a "Value Function" in AI learning, suggesting that current reinforcement learning (RL) methods are inefficient and may hinder the model's capabilities [16][20]. - He proposes that future breakthroughs in AI will come from enabling models to make intuitive judgments during the learning process [19]. Group 4: Emotional Intelligence in AI - Ilya argues that emotions serve as a crucial decision-making tool for humans, and AI currently lacks this capability, which may be essential for achieving AGI [22]. - He suggests that empathy could be a fundamental aspect of AI development, allowing AI to understand and care for sentient life [24]. Group 5: Market Dynamics - The future AI market is expected to be competitive and specialized, with companies focusing on niche areas rather than a single entity dominating superintelligence [28]. - This specialization will create high barriers to entry for new competitors, similar to ecological balances in nature [28].
骂声一片,新国标电动自行车困住千万骑手
首席商业评论· 2025-12-12 05:07
新国标是安全紧箍咒,还是交通管理新起点? "这个新国标就是想让我们失业。" 近日,备受关注的电动自行车新国标GB 17761-2024已正式实施,作为骑行主力军之一的外卖骑手群体反应最为激烈,他们的担忧直接关系到生计。一位上海地区 的外卖骑手在接受首席采访时直言不讳,道出了从业者的普遍担忧。 社交媒体上,围绕新国标的讨论同样并非一片叫好。 "速度慢了""价格贵了""不方便了"……各种不满情绪集中涌现。甚至有网友言辞激烈地评论道:"一群从不骑电动自行车的人,在制定管理电动自行车的规定。" 甚至,网上还有个别骑手用自行车送货,还有人发出四轮电动轮椅的速度都比电动自行车快。这一切都反映了目前市场对新政的不适应。 图源:网络 骑手们的心情可以理解,然而,这片喧嚣背后,可能并非简单的对错问题。这折射出中国电动自行车行业在从过去粗放式增长,转向以安全和质量为核心的高质 量发展过程中,所必须经历的阵痛。 用一个更高的安全标准去重塑一个庞大的产业,市场当前的反应,可以被视为"标准先行"策略下难以避免的短期阵痛。 但未来也需要给市场需求提供新的解决方案,否则会把需求逼向另外的极端,类似四轮电动轮椅车。 新国标改了什么?无奈的选 ...
SpaceX预计2026年上市,估值1.5万亿美元|首席资讯日报
首席商业评论· 2025-12-12 05:07
Group 1: Space and Technology - SpaceX is preparing for an IPO in 2026, targeting to raise over $30 billion with a valuation of approximately $1.5 trillion, which has positively impacted peers like EchoStar and Rocket Lab [2] - Tencent has invested in RNA innovative drug development company Hongxin Biotechnology, expanding its portfolio in the biotech sector [8] Group 2: Financial and Economic Developments - Amazon has reached an agreement with the Italian tax authorities to pay a total of €723 million, which includes a settlement of €511 million and an additional payment of €212 million [3] - The U.S. government reported a budget deficit of $173 billion for November, with total expenditures of $509 billion, lower than the previous year's $669 billion [4] - The World Bank has raised its 2025 economic growth forecast for China by 0.4 percentage points, citing supportive fiscal and monetary policies [9] - A total of 3,762 A-share listed companies in China have distributed dividends amounting to ¥2.46 trillion this year, with projections indicating that the total could exceed ¥2.6 trillion for the first time [11] Group 3: Market Trends and Performance - Omdia's research indicates that the Indian PC market (excluding tablets) reached a record high in Q3 2025, with shipments of 4.9 million units, a 13% year-on-year increase [5] - The real estate company Evergrande has reported new enforcement information totaling over ¥3.57 billion, with ongoing legal challenges and a total of over ¥71.5 billion in outstanding enforcement amounts [6] - Adobe has projected first-quarter revenues of $6.25 billion to $6.3 billion for the upcoming year, with total revenue expectations for fiscal year 2026 between $25.9 billion and $26.1 billion [13] Group 4: Financial Services and Investment - Several wealth management companies are expanding their distribution networks to include small and medium-sized banks in county areas, indicating a trend towards market penetration in lower-tier cities [12] - Guoyi Quantum Technology's IPO application has been accepted by the Shanghai Stock Exchange, aiming to raise ¥1.169 billion for projects related to high-end scientific instruments and quantum technology [10] Group 5: Robotics and Innovation - Instech has reported progress in its robotics-related business, with some products achieving small-scale deliveries and ongoing collaborations with motor manufacturers for future market expansion [7]
硅谷顶级投资人纳瓦尔的66条生命哲学——财富、判断力与幸福方法
首席商业评论· 2025-12-12 05:07
我们似乎总在撕裂中生活: 被"上岸"、"搞钱"的浪潮推着向前,在疲惫的夹缝中时刻提醒自己仍要热爱生活; 我们熟练使用各种效率软件,内心却渴望能关掉所有的通知。 在这种普通又重复的挣扎中, 《纳瓦尔宝典》已经被超过一百万人翻阅。 这本书收录了白手起家、后来实现财富与精神双重自由的纳瓦尔的智慧箴言。 绝非轻松的套话与简单的成功学,纳瓦尔提供了一套直面这种"撕裂"的思考框架: 如何用头脑赚钱,而不是仅用时间换钱;如何在追求成功的同时,守护内心的宁静。 他说:"从现在开始,你只需要在乎三件事:你自己,你的钱,你内心的平静。" 纳瓦尔是谁? AngelList创始人兼CEO,硅谷传奇投资人 图片来源:Creator Villa 以下内容来自纳瓦尔本人亲述 我在单亲家庭长大,是一个贫穷的印度移民家庭。母亲既要工作读书,还要抚养我和哥哥。我们从小就学着照顾自己,甚至没有受过良好的教育。 条件虽然艰苦,但是母亲给了我们无条件的爱。 在一无所有的人生中,如果至少还有一个人无条件地爱着你, 你的自尊心就会得到极大的保护。 纽约的图书馆基本上就是我的课外活动中心,放学后,我大部分时间都在读书。 我唯一真正的朋友就是书,过去几千年最 ...
画作数十亿的中国最贵画家范曾,把身家交给了她
首席商业评论· 2025-12-12 05:07
以下文章来源于凤凰网财经 ,作者公司研究院 凤凰网财经 . 你好,我们是凤凰网财经,全球华人都在看的财经公众号,传播最有价值的财经报道,你值得关注!欢 迎访问:http://finance.ifeng.com/ 在公众视野中消失了小半年的画家范曾,终于在北京的一场活动上露面了。 12月11日,他带着字画捐赠高调现身,直接终结了8月"失联风波"后的低调状态。 活动落幕之后,认证账号 @范曾同步发布近况。他透露自己添了幼子、搬了新家,日子过得安稳幸福。他 同时坦言,随着年岁渐长,往后家中大小事务,将全权交由妻子徐萌打理。 这场切割不仅限于亲情层面,更延伸到了商业合作的维度。 范曾明确提及,不再与二人及家属相关的公司实体开展任何合作。同时解除并撤销此前授予他们的所有委 托、授权与合同。他还严正声明,相关方今后不得以他的名义开展任何活动,其组织的各类事宜均与本人 无关。对于涉及其名义的艺术作品,他不作评价,但会保留追究相关法律责任的权利。 完成这场彻底的"断舍离"后,范曾也为自己的艺术 IP 与个人事务安排好了清晰的 "后路"。 未来,他的公益慈善相关事宜,将全部交由北京十翼文化艺术基金会统筹;商业运营类工作,则由十 ...
特朗普金卡正式开售!让移民“氪金”能让美国再次伟大起来么?
首席商业评论· 2025-12-11 07:59
当地时间周三,特朗普政府正式开放"特朗普金卡"签证申请。特朗普认为,这一项目是美国吸引和留住顶尖人才的一种方式,并能为美国政府快速创收。 "氪金插队"买身份 特朗普金卡项目号称特朗普政府移民改革的标志性举措,其核心是通过资本筛选移民,取代运行35年的EB-5投资移民签证,主打"高效获居留权"的核心优势。该项 目于2025年2月首次提出,9月通过行政命令确立,12月10日全面开放申请,从概念到落地快速推进,凸显出政策上的极高优先级。项目自诩定位明确,优先吸纳成 功企业家、投资者等高净值群体,无需像EB-5那样强制创造就业岗位,仅凭支付一笔现金即可获取居留资格。 图源:网络 这个项目分为个人与企业两大类别,涵盖金卡、铂金卡两个等级,不过目前仅开放金卡申请,铂金卡暂只接受名额预留。个人层面,金卡定价100万美元,申请人 可直接获得永久居留权,享受与绿卡同等权益;标识为"即将推出"的铂金卡则定价500万美元,持有人每年可在美国停留270天,核心优势是海外收入无需缴纳美国 税款,针对性吸引全球流动资本持有者。企业层面仅开放金卡通道,每赞助一名员工需支付200万美元,资格可灵活转移至其他员工,无需额外缴费,适配企业海 外 ...
正是部落的诞生,让我们真正成为人
首席商业评论· 2025-12-11 06:12
当我们提起"部落"这个含义,你的脑海是否会浮现出一群生活在原始森林中的原始人?"部落"一词的含义,远比我们想象得更为复杂,例 如莎士比亚时代,"部落"一词已被用来指代犹太人、日耳曼部族和新大陆的不同社会。到殖民扩张时代,"部落"逐渐被赋予原始主义的贬 义色彩。 文化心理学家,哥伦比亚大学商学院与心理学系教授迈克尔·莫里斯希望重拾"部落"一词的本义,将其还原为一种以共同文化为纽带的社 区。他在新书《部落:文化本能如何塑造我们的世界》一书中剖析了人类独特的群体融合能力,并将其归纳为三层"部落本能":同伴本 能、英雄本能、仿祖本能。这些本能虽然起源于石器时代,但是我们如今仍然能在我们的思想和情感中识别出这些进化而来的本能系统。 10 万年前,我们的祖先在形成这三种部落本能后,开始以真正意义上的"人类方式"生活。仿佛一夜之间,他们便创造出了更先进的工具与 武器,发展出了艺术与仪式。正是这种部落层面的学习(而非单纯的个体脑力提升)让人类得以适应截然不同的气候和地形。这种独特的 适应力,让人类在竞争中脱颖而出,成为地球上的主导物种。 自部落诞生以来,人类首次超越血缘和亲属关系的狭隘界限,以氏族为单位取得更大成就,这就是我 ...
豆包AI手机被抢购一空,但还颠覆不了超级app
首席商业评论· 2025-12-11 06:12
豆包手机被炒上"天价" 在手机市场同质化严重的今天,豆包AI原生手机的出现,不仅极具创新性,更充满前瞻性。市场也很给力,发售当天中兴通讯A股直接 干到涨停当天成交额超137亿元。豆包手机机型仅提供16GB+512GB一个版本,在中兴商城定价3499元,第二天官网直接售罄缺货,着 实给了各大手机厂商一个"下马威"。 据新榜旗下跨平台社媒传播监测平台声量通,仅3天内相关讨论帖就已超过7000条,互动量近80万。在闲鱼上,这款手机被炒上"天 价", 甚至有卖家定价1.29万出售全新未拆封手机,俨然科技圈新型"理财产品"。这溢价程度已经超过了刚发售的iPhone,足可见市场 抢手程度。 但真的会就此一炮打响,持续火热下去吗?豆包手机先自己泼了冷水。 在官方说明中指出,仅面向需要体验,豆包手机助手的行业人 士,不承诺成熟产品的功能完善度,普通消费者请务必谨慎选择。 说白了这是一台更偏向于"工程样机"试验机型,部分技术来自于字节收购的锤子团队,中兴通讯旗下努比亚主导硬件工程与技术研发。 少量发售的合作款手机本质上是一次"数据采集器"式的尝试。通过将设备分发给科技发烧友与开发者,观察其在真实场景中如何使用 AI助手,进而提 ...
马斯克:若重新来过,不会再领导美国“政府效率部”|首席资讯日报
首席商业评论· 2025-12-11 06:12
Group 1 - Musk stated that if he could start over, he would not choose to lead the U.S. "Department of Government Efficiency" (DOGE), as it fell short of the expected $2 trillion in taxpayer savings, and Tesla's stock was negatively impacted by DOGE [2] - JD.com is involved in a strategic real estate investment in Hong Kong, acquiring a 50% stake in a 27-story office building for approximately HKD 3.473 billion through its controlled investment institution [3] - Coupang's CEO resigned due to a data breach incident, with the company's COO stepping in as the interim leader [4] Group 2 - Meituan has hired Pan Xin, former head of ByteDance's visual model AI platform, to enhance its AI capabilities, indicating increased competition in the AI sector [5][6] - The National Bureau of Statistics reported a 2.2% year-on-year decline in industrial producer prices in November 2025, with a 2.7% average decrease for the year-to-date [6] - Wanma Technology is collaborating with several leading robotics companies based on its intelligent robot system, although this segment currently represents a small portion of its overall revenue [7] Group 3 - OpenAI, Anthropic, and Block have established the AI Agents Foundation to support the development of open and interoperable AI systems, backed by major tech companies [8] - Google launched the Google AI Plus service in India, priced at INR 399 per month, with a promotional rate for new users [9] - TSMC reported a revenue of NT$343.614 billion for November, a 6.5% decrease from the previous month but a 24.5% increase year-on-year [10] Group 4 - Moutai's price for its 53-degree 500ml bottle is stabilizing around RMB 1,520, while the price for the 1L bottle remains at RMB 2,900 [11] - Xiaomi is expanding into the AI education sector, actively recruiting for various related positions, indicating a strategic move to enhance its ecosystem [12] - There is a competitive bidding situation for sponsorship of the 2026 Spring Festival Gala, with companies like Zhiyuan and Yushu reportedly vying for the title, although claims of high bids have been denied [13]
蓝战非被绑事件有反转?
首席商业评论· 2025-12-11 06:12
大家好,我是卫明,说实话很多粉丝之前劝我少写一些网红的瓜,我也同意,不过这次蓝战非的事件确实有点炸裂离奇,我想了一下还是根据最新情况梳理一下 事件过程。 蓝战非自称被绑,被逼网贷,甚至被取精 最后还说是我粉丝持刀让我跟他聊天(后来才知道是为了争取拖延国内把钱转干 净) i 蓝战非,一个有两千万级粉丝的旅行/直播网红。他在成名之前是做游戏直播的博主,后续做旅行博主出圈,就在之前刚被禁言过一段时间,原因是他说,如果他 全力商业化,年收入过亿不难,这句涉嫌炫富的评论让他在清朗行动中被禁言了。 图源:网络 本以为这事逐步就过去了,没想到蓝战非最近直接在微博上爆料,自己在南非开普敦一家五星级酒店被人闯入房间劫持数小时,同行者或同伙中有华人和两名黑 人,绑匪据称掌握其行程(疑似买通机场与酒店人员),强行索要转账、逼其申请网贷,甚至采集指纹、毛发和其他生物样本如精液,意在以"造证"威胁受害 者"强奸罪",从而逼迫蓝战非不能及时报警。事后他向国内报警,并有消息说他损失超过千万人民币;下面就是当时的帖子,不过根据最新蓝战非的微博页面,这 个帖子已经被删除。 3 分钟前 来自 iPhone 17 Pro Max ◎ 蓝战非超话 ...