Core Points - The AI Impact Summit in India has faced multiple controversies, including a public incident where two prominent CEOs refused to shake hands, highlighting tensions in the tech industry [2][3] - Bill Gates' absence from the summit, attributed to his involvement in the Epstein case, has raised questions about the event's credibility and organization [2] - Attendees have expressed dissatisfaction with the summit's logistics, including transportation issues that forced participants to walk long distances to the venue [3] Group 1 - The AI Impact Summit, claimed to be the largest ever, has been marred by issues such as the refusal of OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei to shake hands, creating a "break" in the chain of participants [2] - Gates' withdrawal from the summit was announced shortly before his scheduled speech, with a representative taking his place, indicating potential reputational risks for the event [2] - The summit's organization has been criticized, with reports of traffic chaos and inadequate arrangements for attendees, leading to frustration among participants [3] Group 2 - The refusal to shake hands between Altman and Amodei has sparked discussions on social media, reflecting underlying rivalries in the AI sector [2] - The sudden closure of the exhibition area to the public has caused dissatisfaction among participating companies, indicating potential mismanagement of the event [2] - Complaints about the logistical challenges faced by attendees, including long walks due to roadblocks, have been voiced, suggesting a need for better planning in future events [3]

图片来源： Unsplash Z Highlights Bryan Kim 是 Andreessen Horowitz 的合伙人，长期负责消费互联网、广告技术与新兴平台投资，近年重点研究生成式 AI 的商业模式，被认为是硅谷少数系 统性思考 AI 原生广告的投资人之一。 广告是 AI 走向十亿用户的必经之路 互联网本身就是一个奇迹 —— 它让人们可以普遍地获得机会、进行探索与建立连接。而 广告为这个奇迹买单 。正如 Marc 长期以来所强调的那样： " 如果 你在原则上反对广告，其实你也在反对广告的可及性。 " 正是因为广告，我们才能拥有这些美好的东西。 因此，上个月 OpenAI 宣布计划为免费用户推出广告，或许是 2026 年迄今为止 最大的一条 " 其实并不算新闻的新闻 " 。因为只要你一直在关注，就会发现 所有迹象早已清晰可见。 Fidji Simo 于 2025 年加入 OpenAI ，担任 Applications CEO ，很多人将这一任命解读为： " 要像她在 Facebook 和 Instacart 所做 的那样，引入广告。 "Sam Altman 也早已在各类商业播客中不断暗示广告的推出。 ...

Bond Market - Yields on Japan's longest-dated government bonds retreated, with the 40-year JGB yield falling 3.5 basis points to 3.540% and the 30-year yield declining 3 basis points to 3.300%, indicating resilient demand for super-long debt after recent multi-decade highs [2][3][9] - The broader Japanese bond market has been volatile, with the 40-year yield briefly surpassing 4.0% in January, as market participants balance the Bank of Japan's hawkish interest rate trajectory against the government's pledge to suspend food taxes, estimated to cost 5 trillion yen ($32.78 billion) in annual revenue [3][9] AI Industry - A notable incident at the India AI Impact Summit involved OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei refusing to hold hands during a group photo with Prime Minister Narendra Modi, highlighting the growing friction between the two AI companies [4][5][9] - The rivalry between OpenAI and Anthropic has intensified, with Anthropic recently securing a $30 billion funding round at a $380 billion post-money valuation, positioning it as a significant challenger to OpenAI's market dominance [5][9] - The tension between the two CEOs reflects a broader proxy war between their respective backers, with OpenAI closely tied to Microsoft and Anthropic receiving substantial investments from Amazon and Alphabet, complicating efforts to establish cohesive industry frameworks for AI safety and ethics [6][9]

Responding to Sigil’s Web4.0, Vitalik Buterin criticized widening the human-AI feedback gap, saying it produces low-quality output and could create irreversible risks. He emphasized Ethereum aims to empower humans, not build independent AI that leaves human conditions unchanged or worse. Current models by OpenAI and Anthropic are not truly autonomous and reinforce centralized trust, against Ethereum’s ethos. With exponential AI growth inevitable, the focus should be on guiding direction, not accelerating it ...

Tom Petty, one of my faves, left us way too soon in 2017, the year that transformer architecture revolutionalized modern AI. He released "Runnin' Down A Dream" in 1989, before the internet cataputled us into the digital age. I think he had a sense of the new world. I miss him.Cathie Wood (@CathieDWood):I love @bgurley’s book. Fifty years ago at USC, Art Laffer unleashed my curiosity the analog way. Now at @ARKInvest, I have not “worked” since my days at McDonald's decades ago. Today, @OpenAI, @xai, @Anthrop ...

I love @bgurley’s book. Fifty years ago at USC, Art Laffer unleashed my curiosity the analog way. Now at @ARKInvest, I have not “worked” since my days at McDonald's decades ago. Today, @OpenAI, @xai, @AnthropicAI, and @Geminiapp are igniting curiosity the AI way. https://t.co/nw2JM1MsnO ...

Group 1 - Perplexity, an AI search company, has announced the cessation of its advertising business, contrasting with the trend of other AI companies exploring ad monetization [1][2] - The decision to stop advertising is aimed at maintaining user trust in the search service, which is considered essential for enhancing user engagement and willingness to pay for services [2] - Perplexity's executives emphasized that advertising conflicts with the core user need for accurate and truthful answers, indicating a potential permanent halt to ad operations in the future [2] Group 2 - OpenAI has recently tested advertising features for some users, sparking discussions in the industry about monetization strategies for free consumer AI services [2] - Perplexity's advertising operations had been running for over a year, but concerns about the objectivity of search results led to the decision to phase out ads starting from the end of 2025 [2]

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Group 1 - The core viewpoint of the article is that OpenAI's founder, Sam Altman, believes that we may be only a few years away from the early versions of true superintelligence [1] - By the end of 2028, a greater amount of intellectual resources may be stored within data centers rather than outside of them [1] - Altman predicts that superintelligence could potentially outperform human executives, including CEOs of large companies, and even surpass the capabilities of the best human scientists in conducting research [1]

以下文章来源于航通社 ，作者航通社 航通社 . 你应该知道的历史、现在和未来 | lishuhang.me | @lishuhang 本文来自微信公众号： 航通社 ，作者：航通社，原文标题：《印度AI峰会：阵仗这么大，但中国去 哪了？》 2月16日-20日，为期五天的"2026印度人工智能影响力峰会"在新德里婆罗多展览中心举行。这是"全 球AI安全峰会"的系列活动之一。自2023年英国首届、韩国第二届、法国第三届以后，该系列峰会首 次在"全球南方"国家举办。 此前西方主导的AI安全峰会，聚焦于"末日生存"与AI安全，印度更改了活动主题，仍然强调AI对后 发国家的发展助力，体现出乐观的情绪。这场打出"人民、地球与进步"口号的盛会，吸引了超过40 位全球科技公司CEO及20国首脑代表，预计带来高达1000亿美元的投资承诺。 全球AI竞争的前两强已经公认为美国和中国。那么谁想当第三呢？莫迪政府对此次峰会寄予厚望， 旨在确立印度在未来十年全球AI领域的主导地位。而这个"潜在老三"在目前两强争霸的格局中，似 乎高调绑定了美方阵营。 尽管中国的AI发展选择了开源、低成本、普惠的更适合发展中国家的道路，但印度同为最大的发展 ...