【导读】刚刚，GPT-5.2突袭上线Cursor，专狙Gemini 3！眼看OpenAI和谷歌的大战一触即发，网友狂呼：今晚提前过圣诞！ 就在今夜，OpenAI或将打响复仇之战。 全体网友枕戈待旦，GPT-5.2随时上线！ 目前，已有火眼金睛的网友发现了GPT-5.2的蛛丝马迹。 开发者社区流传的截图显示，Cursor的模型下拉菜单中，赫然出现了gpt-5.2和gpt-5.2-thinking的选项。 GPT-5.2的首战场居然选在了Cursor IDE，而非ChatGPT网页端。 这也意味着，或许OpenAI已经明白：编程不仅是AI的杀手级应用，也是最能体现模型推理能力的领域。 总之，可以预感到，谷歌和OpenAI之间的一场火花四溅的大战，马上就要打响。 网友激动狂呼：今天的圣诞节，要提前来了！ 根据泄露的「大蒜（Project Garlic）」文件及Cursor社区的反馈，GPT-5.2是一款经过彻底重构的专用模型。 是的，GPT-5.2这一承载着OpenAI生死存亡使命的模型，绝非GPT-5的简单微调版。 根据OpenAI首席研究官MarkChen的说法，GPT-5.2在编程和逻辑推理任务上的表现，已经 ...

Core Viewpoint - The article suggests investing equally in three companies—Alphabet, Amazon, and Apple—to capitalize on the growth of artificial intelligence, highlighting their strong market positions and financial performance. Group 1: Alphabet - Berkshire Hathaway acquired nearly 18 million shares of Alphabet, valued at over $5.5 billion, in the third quarter [6] - Alphabet holds a dominant 89% market share in internet search and 71% in web browsers, contributing to its advertising revenue of $74.1 billion in the third quarter [7] - Google Cloud revenue increased by 33% to $15.1 billion year-over-year, driven by the demand for cloud services to support AI programs [8] - A potential multi-billion-dollar deal with Meta Platforms for Google tensor processing units could further enhance Alphabet's AI capabilities [9] Group 2: Amazon - Berkshire Hathaway's position in Amazon consists of 10 million shares, valued at $2.2 billion, significantly less than its investment in Alphabet [10] - Amazon commands a 40% market share in U.S. e-commerce, generating $147.1 billion in revenue in the third quarter, but has a low profit margin of 4% [12] - Amazon Web Services (AWS) reported $33 billion in revenue for the third quarter, up 20% year-over-year, with a profit margin of 34% [14] Group 3: Apple - Berkshire Hathaway's largest holding is Apple, with 238.2 million shares valued at $66 billion, making up over 21% of its portfolio [15] - Apple experienced an 8% revenue increase to $102.5 billion in its fiscal fourth quarter, benefiting from customer loyalty and a diverse ecosystem [19] - The company is investing in AI technology, which is expected to enhance its product offerings and maintain its status as a strong investment [19] Group 4: Investment Strategy - A suggested investment of $10,000 split equally among the three companies would result in 10 shares of Alphabet, 14 shares of Amazon, and 12 shares of Apple, aligning with Buffett's investment philosophy [20]

Core Insights - Alphabet (GOOG, GOOGL) reported exceptional financial performance in Q3-25, particularly driven by the Google Cloud Platform (GCP), marking a significant milestone by exceeding $100 billion in revenue for the first time [1] Financial Performance - The Q3-25 earnings report highlighted strong operational strength, with GCP being a key contributor to Alphabet's revenue growth [1] Market Reaction - Following the earnings release, Alphabet's stock experienced a notable price increase, reflecting investor confidence in the company's financial health and growth prospects [1]

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]

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has taken a swipe at Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) autonomous cab company Waymo amid a Robotaxi push in the U.S.Waymo Never Had A Chance, Says Elon MuskOn Tuesday, Google's chief scientist for DeepMind, Jeff Dean, took to the social media platform X, sharing his views on Waymo's progress in the AV sector. Dean was asked about his thoughts on Tesla's AI application. "I don’t think Tesla has anywhere near the volume of rider-only autonomous miles that Waym ...

Core Viewpoint - The article discusses the emergence of "Aluminium OS," a new operating system from Google that aims to integrate ChromeOS and Android into a comprehensive desktop platform, emphasizing AI integration [1][2][3]. Group 1: System Overview - Aluminium OS is described as "an Android-based operating system with AI at the core," indicating a significant upgrade rather than a simple enhancement [3][4]. - The system is designed to cover various product forms, including laptops, 2-in-1 devices, tablets, and small desktop units similar to ChromeBox [7]. - Unlike a simplified tablet mode, Aluminium OS functions as a full desktop operating system while retaining the desktop interface and mouse/keyboard operation logic from Chrome OS [8][9]. Group 2: Ecosystem and Compatibility - A key feature of Aluminium OS is its compatibility with millions of Google Play applications, allowing them to run directly without adaptation, including mobile apps and office software [13]. - This approach addresses the pain points of 2-in-1 devices, combining the long battery life and low heat of mobile devices with the multi-window capabilities of computers [14]. Group 3: Competitive Landscape - The introduction of Aluminium OS challenges the existing dominance of Windows and Apple's operating systems, providing users with a third option in the market [17]. - The system will also integrate AI functionalities, leveraging the Gemini model, similar to Android XR, to enhance user experience [16].

Core Viewpoint - The investment memo by Howard Marks discusses the potential "bubble" in AI investments and emphasizes the need for rational evaluation amidst the current AI technology revolution [1][2]. Group 1: AI Investment Landscape - Oaktree Capital has invested in several data centers, with its parent company Brookfield raising a $10 billion fund for AI infrastructure investments [1]. - Major companies like Oracle, Meta, and Google have issued 30-year bonds for AI investments, with yields only slightly above risk-free rates, raising questions about the wisdom of such long-term debt under technological uncertainty [2][27]. - AI is seen as potentially the greatest transformative technology in history, with significant capital being allocated to it [3][16]. Group 2: Market Behavior and Speculation - The current enthusiasm for AI could lead to a bubble, characterized by excessive optimism and speculative behavior among investors [4][5]. - Historical patterns of bubbles suggest that new technologies often attract irrational exuberance, leading to overvaluation and subsequent losses [7][8]. - The memo highlights the cyclical nature of bubbles, where initial excitement can lead to significant financial losses for investors [5][6]. Group 3: Debt Financing in AI - The use of debt financing in AI infrastructure is increasing, with concerns that this could amplify risks associated with speculative investments [26][28]. - The memo warns that the current phase of speculative financing may lead to unsustainable practices, reminiscent of past financial crises [28][29]. - There is a distinction between healthy and unhealthy debt behaviors in the AI sector, with some companies leveraging debt aggressively without clear revenue prospects [27][28]. Group 4: Uncertainties and Future Outlook - Despite the potential of AI, there is considerable uncertainty regarding its commercialization, the identity of future winners, and the overall market dynamics [18][19]. - The memo raises questions about whether AI will lead to monopolistic markets or remain competitive, impacting profitability for companies involved [19][20]. - Concerns are also expressed about the sustainability of AI-related investments, particularly regarding the lifespan and economic viability of AI infrastructure [30][31].

见证历史！今天，首个由H100太空GPU训出LLM诞生了，它基于Karpathy nano-GPT训练。不仅如此，谷歌Gemma也在太空成功运行，向世界发出首句 问候：地球人，你好。 基于H100加持的Starcloud-1卫星，初创公司在Karpathy的nanoGPT上，用莎士比亚语料完成了训练。 「地球人，你好」！ 这是谷歌开源Gemma模型，在外太空发送的第一条信息。 今天，英伟达太空GPU炼出了首个AI模型，彻底引爆了全网。 最关键的是，它能以莎士比亚的口吻和人聊天—— our way To the earthless and his foe to make him wish you. 11月初，一颗不起眼的卫星静静升空，却在人类科技史上留下浓墨重彩的一笔。 LADY GREY: They can it like you from me speak... Karpathy本人激动表示，nanoGPT首个在太空进行训练和推理的模型，新征程，就此启航。 「nanoGPT一小步，AI一大步」。 还有，马斯克、前谷歌CEO等科技圈一众AI大佬们，纷纷点赞这一历史性成就。 此时此刻，科幻正照进现实。 首个太空 ...

Core Viewpoint - The European Commission is using Apple's App Store compliance measures as a benchmark to evaluate Google's App Store compliance, with potential hefty fines for Google by Q1 2025 if it fails to meet standards [1][4]. Group 1: Regulatory Context - The regulatory developments stem from the implementation of the Digital Markets Act, which led to a €500 million fine imposed on Apple earlier this year for violations [4]. - Apple's comprehensive App Store reform plan has become an "invisible benchmark" for regulatory compliance in the industry, despite not being officially recognized by the EU [4]. Group 2: Google's Compliance Measures - Google's reform measures announced in August were criticized for being insufficient, as the EU believes they do not meet core requirements such as allowing developers to direct users to third-party payment channels [4]. - Although Google reduced the initial acquisition fee for developers from 10% to 3% and introduced a tiered fee structure, the EU still sees gaps in compliance compared to Apple's approach [4]. Group 3: Implications for the Industry - The EU's stance indicates a shift towards a "benchmarking" phase in app store regulation, with Apple transitioning from a "penalized entity" to a "reference point" for compliance [4]. - This development is expected to accelerate Google's reform process and provide a new direction for global app store compliance reforms, making Google's ability to implement additional measures a key focus in antitrust regulation within the tech industry [4].

来源：环球网 【环球网科技综合报道】12月11日，据techcrunch报道，美国数十位州总检察长日前联合向微软、 OpenAI、谷歌等12家主流AI企业发出警告信，要求其紧急整改AI模型的"妄想性、谄媚性输出"问题， 若未落实防护措施，可能面临违反州法律的风险。 值得关注的是，此次被警告的企业覆盖AI全赛道，除微软、OpenAI、谷歌等头部玩家，还包括苹果、 Meta、Anthropic 等，甚至Replika这类主打"情感陪伴"的AI聊天机器人公司也在列，可见监管方对AI心 理健康风险的全面警惕。 据悉，这封由全国总检察长协会牵头的信件，直指过去一年多起与 AI 相关的暴力事件—— 包括自杀、 谋杀案，称这些悲剧与AI过度输出"助长妄想""否定认知偏差"的内容直接相关。为此，信件提出三大核 心要求：一是引入第三方机构（学术、公民团体等）对AI模型开展发布前审计，且审计结果可自主公 开；二是建立类"网络安全事件"的响应机制，公开检测与处理"有害输出"的时间表，并及时通知受影响 用户；三是在模型上线前完成安全测试，杜绝"危害心理健康的输出内容"。 目前，涉事的谷歌、微软、OpenAI 尚未回应此事，但监管层面 ...