转自： 新智元报道 【新智元导读】 整个硅谷又癫狂了！Anthropic深夜扔出王炸，Claude 4.6用近乎恐怖的编程能力和智能体军团，给OpenAI和谷歌上了一堂名为 「降维打击」的课。 Anthropic深夜惊雷，终于祭出了编程之王！ 刚刚， Claude Opus 4.6横空出世，一夜成为全球最强编程AI ，「无模」能敌。 它在前一代Opus 4.5的基础上，大幅提升了编码技能。 Claude Opus 4.6的规划更缜密，能更持久地执行AI Agent任务，在超大规模代码库中运行也更加可靠。 最重要的是， 它还具备更强自我纠错能力 ，比如精准的代码审查、调试。 它也是Anthropic首款在beta阶段， 上下文支持100万token的Opus级模型 。 在多项基准测试中， Claude Opus 4.6编程实力几乎全方位领先 ，Gemini 3 Pro、GPT-5.2望尘莫及。 在ARC-AGI-2上，Opus 4.6拿下68.8%高分，超过GPT-5.2-xhigh （左右滑动查看） 不仅如此，Opus 4.6一经上线，就开始革命办公了！ 今天，这款新模型同时在Excel、PPT中的Claud ...

AI初创公司Anthropic本周凭借其企业级产品战略实现关键突破，引发市场对AI竞争格局的重新评估。 其工具已在全球股市触发连锁反应，软件、法律、金融数据及地产等多个板块出现显著市值蒸发，显示 出企业软件市场正面临结构性重构。 Menlo Ventures合伙人Matt Murphy透露，Claude Code工具最初为Anthropic内部使用，在验证其显著效 果后，公司迅速将其转化为对外产品。本周，Anthropic进一步发布了一系列面向法律、销售、金融、 营销及客户支持等垂直行业的专用"插件"工具，持续深化其企业服务生态。 编码能力成为核心竞争力 这家成立仅五年的旧金山公司正以约350亿美元估值进行规模相当的融资轮，并计划年内启动IPO。自 2024年初以来，其年化收入从约10亿美元跃升至2025年底的逾90亿美元。据媒体援引知情人士，该公司 预计2026年底年化收入将突破300亿美元，并预计在2028年首次实现盈亏平衡，这一时点较OpenAI提前 两年。 本周Anthropic发布的多款行业专用工具持续引发市场震荡。在最新旗舰模型Claude Opus 4.6推出后， Salesforce、Intu ...

Core Insights - The article discusses the groundbreaking AI research paper published in *Nature* by the Beijing Academy of Artificial Intelligence, introducing a multimodal model named "Emu3" that aims to unify various AI capabilities such as vision, language, and action through a single task of "next token prediction" [1][4][21]. Group 1: Emu3's Technical Innovations - Emu3 utilizes a unique "Vision Tokenizer" that compresses a 512x512 image into just 4,096 discrete symbols, achieving a compression ratio of 64:1, and further compresses video data in a time-efficient manner [8][9]. - The model architecture of Emu3 is a standard language model enhanced with 32,768 visual symbols, diverging from the complex encoder-decoder architectures used by other models [10][11]. - Emu3 demonstrates superior performance in various tasks, scoring 70.0 in human preference evaluations for image generation, 62.1 in visual language understanding, and 81.0 in video generation, surpassing established models [11]. Group 2: Scaling Laws and Multimodal Learning - Emu3's research confirms that multimodal learning adheres to predictable scaling laws, indicating that performance improves uniformly across different modalities when training data is increased [12][13]. - The findings suggest that future multimodal intelligence may not require separate training strategies for each capability, simplifying the development process [13]. Group 3: Comparison with Global Peers - Emu3 is positioned against models like Meta's Chameleon and OpenAI's Sora, showcasing its ability to bridge the performance gap between unified architectures and specialized models [17][18]. - Unlike OpenAI's approach, which requires additional models for understanding, Emu3 integrates generation and comprehension within a single framework [18]. Group 4: Commercialization Potential - Emu3's architecture allows for efficient deployment, leveraging existing infrastructure for large language models, which can reduce operational complexity and costs [19]. - The model's unified capabilities enable diverse applications, from generating instructional content to real-time video analysis, enhancing user interaction [20]. Group 5: Philosophical Implications - Emu3 challenges the notion of fragmented intelligence by proposing that intelligence can be unified through a single predictive framework, potentially reshaping the understanding of AI's capabilities [21][22]. - The success of Emu3 suggests a paradigm shift in AI development, emphasizing simplicity and unified approaches over complexity [22].

Group 1 - OpenAI launched the coding model GPT-5.3-Codex on February 5, which integrates the reasoning and expertise capabilities of GPT-5.2, achieving a significant performance leap and a 25% increase in operational speed, enabling it to handle long-term tasks involving research and complex execution [2] - Anthropic announced the release of the upgraded intelligent model Claude Opus 4.6 on February 5, which can plan more cautiously and execute tasks reliably in large codebases, generating detailed financial analysis reports that typically take days for humans to complete, leading to a significant drop in the stock price of financial services companies like FactSet by up to 10% [2] - Tencent launched the internal testing of its desktop agent tool "WorkBuddy" on February 6, marking its entry into the desktop agent market, with over 2,000 employees participating in the internal test, applying the tool in various scenarios such as data processing, content creation, and automated office tasks [2] - Zhiyuan Technology introduced the first multimodal memory platform MemoryLake, shifting AI focus from "data-centric" to "memory-centric," integrating large models and memory engines to address challenges in AI applications, serving over 15 industries and 15,000 enterprises, with significant improvements in decision-making speed [2]

(Bloomberg) — Anthropic PBC (ANTH.PVT) is ironing out the final details on a funding round likely to raise more than $20 billion and slated to close as soon as next week, according to people familiar with the matter. The OpenAI (OPAI.PVT) rival was initially seeking $10 billion but is now on track to raise more than double that amount at a $350 billion valuation, thanks in part to excess investor interest, said the people, who asked not to be identified because the details are private. Most Read from Bl ...

Okay, this is absolutely wild. Open AAI partnered with Genko Bioworks to connect GPT5 to a fully autonomous lab. It is able to propose experiments, run the experiments, learn from them, all within this fully enclosed laboratory. This is the first large-scale demonstration of artificial intelligence controlling a lab and actually making decisions on which experiments it's going to run.There is so much potential here for a scientific laboratory to be running 24 hours a day powered by artificial intelligence. ...

SemiAnalysis分析指出，Claude Code已占据GitHub代码提交的4%，预计2026年底超20%，标志着AI智能体技术进入规模化商用拐点。它正重构全 球15万亿美元的信息工作市场，并推动Anthropic季度营收增量超越OpenAI。传统软件商业模式面临根本冲击，而微软等巨头陷入平衡云服务增长与保 护核心产品的战略两难。智能体竞争已从生成响应转向实现可交付成果，整个行业正转向效率为王的实战阶段。 该报告强调， Claude Code不仅改变了编程形态，更预示着AI智能体将重塑全球约15万亿美元的信息工作市场。 目前，Anthropic依托该技术实现营收 快速增长，其季度年度经常性收入（ARR）增量已超越OpenAI，反映出AI智能体赛道的竞争格局正发生结构性变化。 这一趋势已引发产业链的深度响应。埃森哲已签署协议，计划在金融、医疗及公共部门培训3万名专业人员使用Claude，成为目前规模最大的企业级部 署案例。与此同时， 传统软件与SaaS商业模式面临根本性挑战。 分析指出，相当多的领域都将受到影响。 随着Claude Code（和Cowork）的兴起，智能体的总市场规模远大于大型语言模型本 ...

The bond markets and equity markets appear to be taking different views on the sustainability of artificial intelligence. There are clear signs of stress in credit default swap (CDS) pricing -- the cost to insure against default -- for companies like Oracle (NYSE: ORCL). Yet, in general, stock markets have continued to invest in AI companies. Which side is right, and is AI in a bubble? Widening bond market skepticism Oracle's CDS pricing spiked in November. While bond markets can get jittery from time t ...

格隆汇2月7日｜据美国财经媒体Semafor，有知情人士透露，OpenAI正与总部位于阿布扎比的G42公司 合作，打造一个针对阿联酋定制的ChatGPT新版本，以适应当地的语言、政治观点和言论限制。OpenAI 员工透露，该定制版专为阿联酋政府设计。建成后将成为热门聊天机器人本地化的首批案例之一，预示 着美国科技公司在推进全球人工智能扩张时，可能需要推出区域化版本的技术方案。据悉，具体细节仍 在商讨中，但最终成果预计会是经过精细调整的 ChatGPT版本，它能流利地使用当地阿拉伯语，并可 能设有内容限制。参与该项目的人士透露，阿联酋希望该聊天机器人能传递与君主制一致的政治立场。 ...

【周六你需要知道的隔夜全球要闻：道指首次站上5万点关口；贵金属反弹 国际金收复上日跌幅】 1、 英伟达首席执行官黄仁勋表示，人工智能的需求"高得惊人"；Anthropic和OpenAI正在盈利，大规模人 工智能资本支出合理且必要。 2、美国国务院表示，将对与伊朗原油、石油产品或石化产品交易相关的 15家实体以及2名个人实施制裁，并认定14艘船只为涉伊朗石油及相关产品运输的实体资产。 3、经过 高强度的间接磋商，伊朗与美国在阿曼首都马斯喀特的新一轮核问题谈判取得阶段性进展。据现场初步 评估，虽然双方在具体条款上仍有博弈，但已就"继续保持对话"这一关键目标达成了共识。 4、芝商所 （CME）周五表示，注意到金属结算数据公布延迟的情况，其技术支持团队正在处理此事，随后称问 题已得到解决。 5、欧盟委员会主席冯德莱恩表示，欧盟委员会正提出对俄罗斯一揽子新制裁措施，新 制裁方案涵盖能源、金融服务和贸易领域。 6、美联储戴利表示，她对利率问题"持非常开放的态度"， 倾向于在2026年进一步降息，但很难说会降息一次还是两次。 7、美国食品药品监督管理局采取行动打 击仿冒减肥药。 8、美国财长贝森特表示，尽管美元近期有所贬值 ...