Google ran an algorithm on its “Willow” chip that can be repeated on similar platforms and outperform classical supercomputers, a breakthrough it said clears a path for useful applications of quantum technology https://t.co/5ZvIlnKiWz ...

梦晨 发自 凹非寺 量子位 | 公众号 QbitAI 刚获得诺贝尔物理奖的谷歌量子团队，再登Nature封面： 提出 "Quantum Echoes"（量子回声） 新算法，算出来的结果还能重复验证，解决了之前量子计算结果难确认的问题。 经典超级计算机Frontier需要 3.2年 才能完成的计算，量子计算机仅用 2.1小时 就搞定，速度快了 13000倍 。 论文刚刚登上Nature，新晋诺奖得主、现任谷歌量子AI实验室硬件首席科学家 Michel Devoret 参与，还包括来自普林斯顿大学、加州大学 伯克利分校、MIT等顶尖院校的研究人员，总计超过200位作者参与了这项研究。 在另一项研究中（稍后将上传到arXiv），新算法在探测原子和粒子的相互作用以及分子的结构中得到验证。 量子计算机得出的结果与传统核磁共振（NMR）的结果相符，并且揭示了通常无法从核磁共振中获得的信息。 正如望远镜和显微镜打开了新的世界的大门一样，这项实验朝着 "量子镜" 迈出关键一步，能够测量以前无法观测到的自然现象 量子计算增强的核磁共振技术有望成为药物研发领域的强大工具，助力确定潜在药物如何与其靶点结合；在材料科学领域，它也能用 ...

The U.K.’s competition regulator has designated Apple and Google with “strategic market status” in their mobile platforms, giving the regulator new powers to enforce competition in areas like app stores, browsers, and operating systems. https://t.co/bJodzJRPFk ...

Core Viewpoint - The U.K.'s Competition and Markets Authority (CMA) has designated Apple and Google with strategic market status in their mobile platforms, allowing for targeted regulatory actions to enhance competition in the sector [1][4]. Group 1: Regulatory Findings - The CMA's investigations into Apple and Google began in January, with proposed interventions made in July, leading to the conclusion that both companies possess "substantial, entrenched market power" in their mobile platforms [2]. - The CMA consulted over 150 stakeholders and found that U.K. mobile device owners are unlikely to switch between Apple and Google's ecosystems once adopted, indicating a lack of competition [2][3]. - The CMA noted that new technologies, such as AI, are "unlikely to eliminate" the market power of Apple and Google over the five-year designation period [3]. Group 2: Implications of Designation - The designation of strategic market status does not imply wrongdoing by Apple or Google but allows the CMA to consider interventions to ensure effective competition and fair treatment for consumers and businesses [4]. - The CMA expressed concerns that the rules of Apple and Google's platforms may limit innovation and competition, affecting thousands of businesses that rely on these platforms to market and sell products [3]. Group 3: Company Responses - Apple has warned that the CMA's decision could lead to delays in users receiving new features, citing past experiences with Apple Intelligence [5]. - Google has expressed disagreement with the rationale behind the CMA's decision, indicating a pushback against the regulatory findings [5].

Core Insights - The S&P 500 index fund investments are significantly influenced by a small group of tech giants heavily investing in artificial intelligence, with Nvidia, Microsoft, Apple, Alphabet, and Amazon representing nearly 30% of the index [1][2] - The traditional "set-it-and-forget-it" investment strategy is becoming less applicable due to the concentration of AI-related companies within the S&P 500, which may lead to reduced diversification for investors [3][4] - The market-cap weighted structure of the S&P 500 means that as AI-linked companies' stock prices rise, their influence on the index increases, leading to a more concentrated investment landscape [5] Investment Strategy Implications - Investors may not fully realize how dependent their retirement and taxable account portfolio performances are on the success of the top five tech companies [2] - While the S&P 500 still contains 500 companies, the concentration in AI stocks has changed the dynamics of diversification, prompting a reevaluation of investment strategies [4][5] - Some market strategists view the concentration in tech as a risk, while others see it as an opportunity, indicating a divide in investment perspectives [5][6] Market Outlook - The ongoing advancements in technology, particularly in AI, are seen as a driving force for market growth, marking a new industrial revolution that could benefit tech investors [6]

Core Viewpoint - The UK's Competition and Markets Authority (CMA) has targeted Google and Apple for their significant roles in mobile ecosystems, potentially leading to regulatory changes aimed at enhancing competition in the market [3][4]. Group 1: Regulatory Actions - The CMA has classified Google and Apple with "strategic market status," allowing it to implement measures to promote competition and protect consumers from unfair practices [4][7]. - This classification follows investigations into Google's Android and Apple's iOS, utilizing new digital market regulations [4][6]. - The CMA's decision was anticipated, as it proposed these classifications earlier in July and sought public feedback before finalizing [5]. Group 2: Market Dynamics - The CMA has identified an "effective duopoly" in the UK mobile market, with 90-100% of devices operating on either Android or iOS [8]. - Concerns raised by the CMA include unpredictable app reviews, inconsistent app store search rankings, and high commissions on in-app purchases, which can reach up to 30% [8]. Group 3: Proposed Measures - The CMA has outlined potential measures for both companies to enhance competition, such as implementing "fair and transparent" app reviews and rankings to provide certainty for British app developers [9]. - Recommendations also include allowing app developers to direct users to alternative purchasing channels outside of app stores, similar to initiatives in the European Union [9]. Group 4: Company Responses - Google expressed disappointment with the CMA's decision, arguing that Android has benefited app developers by reducing the need for multiple operating models [5][6]. - Apple has raised concerns that the CMA's actions could increase risks for users and threaten the UK's developer economy [10].

"这是一个以ChatGPT为核心、由人工智能驱动的浏览器。" 10月22日，OpenAI首席执行官山姆·奥尔特曼（Sam Altman）通过在线直播，正式发布了该公司首款AI浏览器ChatGPT Atlas。这款产品 旨在为用户提供更个性化、更具颠覆性的上网体验，并能代替用户执行预订、填表等一系列复杂任务。 此举被市场解读为OpenAI首次从应用层"杀入"互联网终端，正式"硬刚"谷歌Chrome在浏览器领域长达十余年的霸主地位。消息传出， 谷歌母公司股价在周二盘中一度跌近5%。 不过，ChatGPT Atlas也面临着质疑之声。有评论指出，Atlas可能是OpenAI为"截胡"谷歌潜在新品而推出的"半成品"。其智能体模式在 执行复杂任务时，速度和准确性也有待提升。 近期，OpenAI动作频频。就在10月初，OpenAI在48小时内接连祭出两大重磅产品——在ChatGPT中上线的"即时结账"功能，以及独立社 交应用Sora App，同时挑战电商巨头亚马逊和社交媒体巨头Meta。10月中旬，奥尔特曼又宣布ChatGPT将"解禁"成人内容。 01 OpenAI发布AI浏览器 谷歌股价一度跌近5% 被定义为"以Cha ...

Core Insights - Anthropic PBC is negotiating with Google for a deal that could provide the AI company with additional computing power valued in the high tens of billions of dollars [1] - The proposed agreement involves Google supplying cloud computing services and access to its tensor processing units (TPUs) to Anthropic [2] - Anthropic has recently raised significant funding, including a $13 billion round that tripled its valuation to $183 billion [5] Company Overview - Anthropic, founded in 2021 by former OpenAI employees, is known for its Claude family of large language models, which compete with OpenAI's GPT models [4] - The company has been actively raising funds to advance its AI capabilities, driven by the need for more resources for research and consumer demand [4] Investment and Financials - Google has previously invested approximately $3 billion in Anthropic, with commitments of $2 billion in 2023 and an additional $1 billion early this year [6] - Amazon has also committed around $8 billion to Anthropic, which is a significant customer of Amazon Web Services [6]

Core Insights - The Federal Reserve has shifted its perspective on cryptocurrencies, now viewing them as a key component of the future payment system rather than a marginal threat [1] - The recent Fintech conference highlighted discussions on the integration of traditional finance with digital assets, stablecoin business models, AI applications in payments, and tokenization [1][3] - The concept of a "streamlined master account" was introduced, allowing non-bank payment companies to access Federal Reserve payment services, which could reduce costs and improve efficiency [1][7] Group 1: Federal Reserve's New Stance - The Federal Reserve no longer views the DeFi sector with skepticism, indicating a significant cultural shift towards embracing innovation in payments [1][7] - Christopher Waller emphasized the need for the Federal Reserve to actively participate in the ongoing payment revolution driven by technology [7][23] - The streamlined master account aims to provide basic payment services to qualified institutions without the need for a full master account, reflecting the evolving payment landscape [1][26] Group 2: Market Reactions and AI Integration - Following Waller's remarks, Bitcoin saw a 2% increase, indicating positive market sentiment towards potential regulatory easing in the U.S. digital finance sector [3] - Cathie Wood from ARK Invest predicted that AI-driven payment systems could lead to a new era of productivity, potentially increasing U.S. GDP growth to 7% over the next five years [3][8] - The integration of AI and blockchain is expected to unlock significant productivity gains, particularly in knowledge work [8] Group 3: Industry Collaboration and Infrastructure - Executives from major firms like Chainlink, Circle, and Google engaged in discussions with the Federal Reserve about interoperability, compliance, and risk management, highlighting the financial system's shift towards digitalization [5] - There is a consensus among participants that the proliferation of AI agents necessitates a new, native financial infrastructure, with stablecoins seen as a natural solution [5][8] - Coinbase's CFO noted that AI could significantly enhance operational efficiency, with AI-generated code expected to comprise half of their codebase by year-end [5] Group 4: Future Directions and Challenges - The conference underscored the importance of collaboration within the ecosystem, moving away from a competitive mindset to one focused on cooperation [8] - Waller's remarks indicated that the Federal Reserve is exploring new ideas to support innovations in payments, including the potential for tokenization and smart contracts [24][26] - The discussions highlighted the need for traditional financial institutions to adapt to the evolving landscape, particularly in integrating DeFi technologies and ensuring compliance with regulatory standards [44]

谷歌-A(GOOGL.US)涨超1.6%，报254.55美元。消息人士称，谷歌正在与Anthropic洽商提供云端运算服 务，合约总值或达数百亿美元，但交易细节尚未最终确定。(格隆汇) ...