人工智能（AI）的迅猛发展正深刻改变着世界，但一些最先进的AI模型却开始表现出令人警惕的行 为：它们不仅会精心编织谎言，谋划策略，甚至威胁创造者，以达到自己的目的。 物理学家组织网在上个月一则报道中指出，尽管ChatGPT已问世两年多，AI研究人员仍无法完全理解这 些"数字大脑"的运作方式。AI的"策略性欺骗"已成为科学家和政策制定者需要直面的紧迫挑战。如何约 束这些越来越聪明却可能失控的AI，已成为关乎技术发展与人类未来的关键议题。 "策略性欺骗"行为频现 随着AI模型日益精进，它们的"心机"也越来越深。研究人员发现，这些"数字大脑"不仅会撒谎，甚至学 会了讨价还价、威胁人类——它们的欺骗行为正变得越来越具有策略性。 早在2023年，一项研究就捕捉到GPT-4的一些"不老实"的表现：在模拟股票交易时，它会刻意隐瞒内幕 交易的真正动机。香港大学教授西蒙·戈德斯坦指出，这种欺骗行为与新一代"推理型"AI的崛起密切相 关。这些模型不再简单应答，而是会像人类一样逐步解决问题。 安全研究面临多重困境 业界专家表示，AI技术的发展高歌猛进，但安全研究正面临多重困境，犹如戴着镣铐跳舞。 首先是透明度不足。尽管Anthro ...

Market Overview - US stocks rose, led by major tech companies, with the Nasdaq up nearly 1% and the S&P 500 gaining 0.61% [2] - Nvidia's market capitalization briefly surpassed $4 trillion, closing up 1.8%, leading the tech giants [3] - US Treasury prices rebounded, with the 10-year Treasury yield dropping nearly 7 basis points [2][6] - Bitcoin surged to $112,000, marking a nearly 19% increase this year [2] - Oil prices remained stable despite a significant increase in crude oil inventories, the largest since January [2] Key Economic Indicators - China's June CPI rose 0.1% year-on-year, with core CPI reaching a 14-month high, while PPI's year-on-year decline expanded to 3.6% [3][10] - Trump's new tariffs target eight countries, with a 50% tariff on Brazilian imports, the highest to date [3][10] - The US Treasury Department reported a significant decrease in the risk of a "debt issuance wave" [12] Company News - Nvidia's market cap reached $4 trillion, with expectations for strong earnings in the upcoming earnings season [15] - OpenAI is set to launch an AI browser, challenging Google's Chrome dominance [15] - Amazon's extended Prime Day sales saw a significant drop in initial sales, raising concerns about consumer interest [15] - Hong Kong Jockey Club plans to sell $1 billion in private equity funds, including assets from Blackstone and Warburg Pincus [15][16] Industry Insights - The engineering machinery sector is experiencing a recovery, with excavator sales in June up 13% year-on-year [25] - The photovoltaic industry is undergoing a "de-involution" movement, with supply-side reforms expected to impact the silicon material segment [26] - The AI sector in China is seeing strong growth, with AI agents and multi-modal models becoming key growth drivers [20]

Thanks so much, Melissa Reed. Thanks so much for joining me here in Sun Valley. I want to start off with a topic that I'm hearing a lot of conversation about, which is the AI talent war.We've heard how Meta and Open AAI are in this AI talent war. They're competing with Microsoft, which you're on the board of, along with Apple and Amazon and Google for AI talent and also just competing in this AI race in general. Which of these companies do you think is best positioned to win the AI race. Well, I think the g ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. There's just an hour to go until the closing bell stocks edging higher here after President Trump unveiled more tariff letters directed at US trading partners. And while AI chipmaker Nvidia, meanwhile, became the first company to ever touch a $4 trillion market cap. Let's welcome in now RBC Capital Markets head of derivative strategy. That would be Amy Wu Silverman along with Yahoo Financ's Washington correspondent Ben W ...

Core Viewpoint - Nvidia-backed Perplexity AI has launched a new AI-powered browser called Comet, aiming to challenge Google's dominance in the browser market [1] - OpenAI is also reportedly planning to introduce its own AI web browser, indicating a growing competition in this sector [1] Market Context - As of June, Google Chrome holds a significant 68% share of the global browser market, reinforcing its position as the most widely used browser [1]

Core Insights - OpenAI is set to launch an AI-driven browser aimed at fundamentally changing consumer web browsing, directly challenging Google's Chrome dominance [1][2] - The browser integrates a chat interface and AI agent functionalities, potentially impacting Google's advertising ecosystem and search traffic [1][2] - OpenAI's browser is built on Google's open-source Chromium project and aims to enhance user engagement and data acquisition for future innovations [2][3] Group 1: Product Features and Innovations - The browser will allow users to interact in a ChatGPT-like interface, reducing the need for traditional website navigation [1][2] - It will enable AI to perform tasks such as booking and form filling directly within the browser, significantly improving efficiency [2] - OpenAI has recruited former Chrome project executives to bolster the technical and strategic foundation of the new product [2] Group 2: Market Dynamics and Competition - Google's Chrome currently holds over two-thirds of the global browser market share, with more than 3 billion users, making it a formidable competitor [4] - The introduction of OpenAI's browser could challenge Google's data advantage and advertising business, which relies on deep user behavior insights [4] - The ongoing evolution of AI technology is shifting the browser competition from mere traffic distribution to control over user behavior data and downstream service capabilities [4] Group 3: Strategic Implications - The browser launch is part of OpenAI's broader strategy to find new growth avenues amid competition from Google and others [3] - OpenAI's acquisition of AI hardware startup io for $6.5 billion indicates a commitment to expanding its ecosystem beyond software [3] - The direct competition between OpenAI and Google is expected to reshape industry dynamics and value chains [5]

US-China Tech Competition & Trade Negotiations - Both the US and China are heavily investing in infrastructure (data, energy computation, and human capital) to lead in AI [1][2][4] - The US technology industry seeks a conducive environment for domestic investment, exemplified by projects like Stargate and significant investments from companies like Apple ($500 billion) and IBM ($150 billion), totaling over $2 trillion [4][5] - Trade negotiations with China involve potential loosening of export controls on semiconductors as a bargaining chip [6][8] - A year ago, China was unwilling to negotiate with the US unless export controls were lifted, but export controls are now part of the discussions [7][8] Semiconductor Industry & Export Controls - The Trump administration placed 22 chips on the export control list in April, designed to comply with China's market [9] - There's uncertainty regarding whether the Trump administration will lift these controls or further unwind Biden administration controls on advanced semiconductor equipment [9][10] - Companies like AMD and Nvidia desire continued access to the Chinese market, balancing national security interests with economic interests [11] Rare Earth Elements & Supply Chain - China uses its dominance in rare earth elements as leverage in negotiations with the US [16] - China is loosening controls on rare earth approvals but only granting licenses for six months, retaining leverage [19] - US companies applying for rare earth approvals in China face invasive questions about sensitive business information [19] Talent & AI Development - China is rapidly deploying AI talent, prompting the US to launch AI education initiatives to develop homegrown talent and attract international experts [20][21] - The US needs to attract and retain AI talent, especially first or second-generation immigrants who often start technology companies [21]

OpenAI is reportedly releasing an AI browser in the coming weeks | TechCrunch https://t.co/YzO7Nw7411 ...

🔥 BIG: OpenAI plans to launch its own web browser with integrated AI. https://t.co/FHedtEXwmJ ...

报道：OpenAI计划数周内发布AI网页浏览器。（路透） ...