鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI WHATTT！当红炸子鸡 OpenClaw 要走Manus老路了？！ OpenClaw之父Peter Steinberger亲口承认： 同时收到 小扎 和 奥特曼 递出的橄榄枝。 开出的条件更是一个比一个优厚—— Meta这边，技术宅小扎直接 Boss直聘 ，闭关一周亲自上手OpenClaw后：I Want YOU！ 再看OpenAI，奥特曼那边更是祭出雷神之锤：算力诱惑。 不止这两家，微软等公司也都纷纷下场，只为能够分一杯羹。 有趣的是，Peter还专门透露，在当初的改名风波中，他还特意 致电奥特曼 ，使用"Open"一词是否冒犯～ 毕竟OpenClaw——OpenAI、Clawdbot——Claude。 而早早被踢出局的Anthropic，不知可曾有悔？ （doge） 以上这些，都通通出自Peter的最新一期播客，主持人还是最会挖掘内幕消息的Lex Fridman。 他用 3小时 深度对谈，让Peter将有关OpenClaw的更多幕后故事，全交代了。 ……. 硅谷已经盯上了OpenClaw这块肥肉 OpenClaw有多火？且看GitHub最新star数 ...

Welcome to the Vergecast, the flagship podcast of slightly dystopian pet finders. I'm your friend David Pierce. The optell's here.Hey buddy, >> what's up. How do you feel about using the full surveillance industry to find your pets. >> This is why I don't have pets.Get them out of my face. Too complicated. Too The moral quandry of pet ownership is We do a lot of moral quandry on the show.I I will say I you know, do you really own a dog. Let's talk about it. Yeah, you just you you don't you just let it poop ...

在此之前，规模最大的私募融资是蚂蚁集团在2018年筹集的140亿美元。 开发和训练人工智能模型成本极其高昂，这也是 Anthropologie 和 OpenAI 持续筹集巨额资金的重要原因，因为它们必须投入资金购买英伟达图形处理器 等计算资源。此外，它们还与谷歌展开了激烈的竞争。 谷歌已宣布计划今年投入高达 1850 亿美元的资本支出，并正在大力投资其 Gemini 产品。 AIPress.com.cn报道 2月13日消息，OpenAI 完成了有史以来规模最大的私人科技公司融资。其竞争对手 Anthropico 目前也完成了第二大规模融资。 Anthropic周四宣布完成300 亿美元的融资，投后估值达 3800 亿美元，是这家人工智能公司 9 月份上次融资时估值的两倍多。 Claude背后的公司正努力追赶OpenAI，后者去年完成了一轮由软银领投的超过400亿美元的融资。 这款编码工具的流行，以及Anthropic公司旗下生产力产品Claude Cowork的进步，导致近几个月来软件股遭遇大规模抛售。由于投资者日益担忧人工智能 可能颠覆这些行业，该行业的市值已从峰值蒸发约2万亿美元。 与此同时，OpenAI ...

Core Insights - The AI industry is experiencing a significant moment with multiple major model releases concentrated in a short timeframe, creating a strong sense of urgency and competition among companies [1][2]. Group 1: Model Releases and Performance - In less than two weeks, several high-profile AI models have been released, including Claude Opus 4.6, GPT-5.3-Codex, Seedance 2.0, and GLM-5, indicating a competitive landscape with rapid advancements [2][4]. - GLM-5's price increase signifies strong demand and capability, with its queue exceeding initial expectations [4]. - Chinese models are not only dominating in quantity but are also achieving quality parity and even leading in some areas, with significant contributions from domestic companies [5][18]. Group 2: Market Dynamics and Trends - The emergence of GLM-5 and other models represents a shift in the AI landscape, where companies are beginning to compete on both product and model quality, particularly in the B2B sector [13][17]. - The competition is expected to intensify as more companies release models that challenge established players like Anthropic, potentially reshaping the market dynamics [12][13]. - The AI industry is anticipated to reach a critical turning point in 2026, with expectations of significant advancements and market changes [14]. Group 3: Financial Implications - Anthropic's annual recurring revenue (ARR) is projected to surpass OpenAI's for the first time in Q1, indicating a shift in financial performance within the industry [10]. - The ability of companies to monetize their models effectively is becoming increasingly important, with a focus on the economic value generated from their applications [12][20]. - The competitive landscape is likely to lead to a re-evaluation of value distribution within the industry, as companies adapt to new market realities [12][17].

以下文章来源于不懂经 ，作者不懂经也叔的Rust 不懂经 . 《主权个人》：未来会活得很爽的有三种人，一是技术精英，二是各行业头部，三是有资本及良好判断力的人。本号专注后面两种。 0 1 2026年可能是最具决定性的一年 2026 年 2 月 11 日，科技界正在发生一些奇怪的事。 Brian Norgard ，硅谷连续创业者，发了一条推文： " 我认识的几乎所有在科技行业工作的聪明人，都感到极度焦虑。仿佛一切都即将彻底崩塌。 " 同一天，另一个叫 @barkmeta 的科技博主写道： " 我不知道为什么 2026 年会成为一个转折点，但我认识的几乎所有真正关注时事的人，都正在经 历某种程度的生存危机。 " 也是同一天， xAI （马斯克的 AI 公司）的联合创始人 Jimmy Ba 宣布离职。他在告别帖里写了一段话，不像是在告别，更像是在发出某种信号： " 我们正迈向一个拥有合适工具就能实现百倍生产力的时代。递归式自我提升循环很可能在未来 12 个月内上线。 2026 年将会是疯狂的一年，很可 能是我们物种未来最忙碌、也最具决定性的一年。 " 在人类历史上， 可能从来没 有过这样一个时刻：一群世界上最聪明的 ...

Group 1 - Anthropic has completed a $30 billion Series G funding round, achieving a post-money valuation of $380 billion, making it the second-largest private financing in tech history [1] - The funding round was led by Singapore's sovereign wealth fund GIC and hedge fund Coatue, along with several prominent investors including D.E. Shaw, Dragoneer, Founders Fund, and major tech companies like Microsoft and Nvidia [1] - Anthropic is preparing for an IPO in the second half of 2026, with annual revenue reaching $14 billion, 80% of which comes from enterprise clients [2][3] Group 2 - Google has announced a significant upgrade to its Gemini 3 Deep Think, which includes a new math research agent capable of solving open mathematical problems autonomously [4][5] - Gemini 3 Deep Think has achieved a Codeforces Elo rating of 3455, surpassing 99.992% of human programmers, and can tackle complex problems in advanced data structures and algorithms [7][8] - Google aims to challenge Anthropic's position in both academic and programming domains, emphasizing the importance of defining how AI should work [10][42] Group 3 - Anthropic's Claude Code has seen a rapid increase in revenue, with its annual revenue surpassing $2.5 billion, and has driven a surge in product development, likened to a "Cambrian explosion" in AI products [13][18] - The success of Claude Code is attributed to its ability to redefine AI's role from a mere conversational agent to an active problem-solving agent [20][21] - Investors are recognizing that if AI can automate complex tasks, the value proposition of traditional SaaS companies may diminish significantly [22] Group 4 - Google claims to have reduced the service unit cost of Gemini AI by 78%, making it a more cost-effective option for enterprises compared to Anthropic's offerings [39] - The competition between Anthropic and Google is not just about model performance but about who can define the operational framework of AI [42][54] - Both companies represent different strategic priorities: Anthropic focuses on context understanding and task execution, while Google emphasizes foundational reasoning and generalization capabilities [43][44]

孙正义与Open AI的萨姆·奥尔特曼握手（2025年2月、reuters） 软银集团2025年4～12月净利润增至同期的5倍，其中来自OpenAI的投资收益贡献巨大。OpenAI正向软 银集团等投资方寻求巨额追加注资。孙正义对OpenAI情有独钟，但AI开发竞争正日趋激烈…… 软银集团（SBG）2月12日发布的2025年4～12月合并财报（国际会计准则）显示，净利润达3.1726万亿 日元，为上年同期的5倍。其投资的美国OpenAI估值上升推高了利润。OpenAI正向软银集团等投资方寻 求巨额追加注资，软银集团会长兼社长孙正义"全力押注AI（人工智能）"的决心面临真正考验。 软银集团4～12月期的净利润创历史新高。来自OpenAI的投资收益达2.7965万亿日元，贡献巨大。软银 集团通过2025年12月的注资，对OpenAI累计投资达346亿美元，成为出资比例约为11%的大股东。持有 资产的市值达544亿美元。 在2月12日的软银集团财报说明会上，公司首席财务官（CFO）后藤芳光表示："我们高度评价OpenAI 所发挥的作用"。 软银再次明确提出，要力争成为超越人类智慧的人工超智能（ASI）时代的"全球第一 ...

Group 1 - OpenClaw's founder Peter Steinberger shared his experience of sudden fame, including challenges such as name change demands from Anthropic and harassment from the crypto community [1][2] - The project is currently in a loss-making state, relying on donations and limited corporate support, raising concerns about its sustainability [1] - Peter received acquisition and collaboration offers from major companies like OpenAI and Meta, but he insists on maintaining the project's open-source nature [1] Group 2 - Peter expressed views on the AI industry, stating that many AI safety concerns are exaggerated and that AI will not replace core creative roles of programmers [2] - He highlighted the importance of efficient collaboration in AI development, warning against the pitfalls of overly complex agent orchestration [2] Group 3 - The renaming process of the project was fraught with difficulties, including domain name acquisition and the need for a rapid response to legal pressures [4][6] - Peter faced significant stress during the renaming, nearly abandoning the project due to the overwhelming challenges [13][14] - The final name, OpenClaw, was chosen after a meticulous and secretive planning process to avoid further issues [16][17] Group 4 - Peter discussed the MoltBot incident, describing it as an artistic expression rather than a genuine security threat, emphasizing the need for better public understanding of AI [20][21] - He noted that the safety concerns surrounding MoltBot were largely unfounded and stemmed from misunderstandings about AI capabilities [22] Group 5 - Peter is actively addressing security concerns within the project, collaborating with VirusTotal to scan skills before deployment [23] - He acknowledged that while software will always have bugs, the project has benefited from community feedback and contributions to improve security [24] Group 6 - The conversation highlighted the evolving nature of AI models, with Peter noting that as models become smarter, their attack surfaces may shrink, but the potential damage from failures could increase [26][27] - He emphasized the importance of using robust models to mitigate risks associated with prompt injection and other vulnerabilities [26] Group 7 - Peter discussed the need for a cognitive shift in how developers interact with AI agents, advocating for a design approach that aligns with the agents' logic and capabilities [29][32] - He stressed the importance of understanding how agents perceive tasks and the necessity of guiding them effectively to achieve desired outcomes [33][35] Group 8 - The future of AI development is seen as a blend of personal assistants and collaborative coding partners, with an emphasis on creating a seamless interaction experience [54][55] - Peter believes that the current interfaces for interacting with AI are still in their infancy and will evolve significantly over time [57]

【导读】OpenAI深夜突袭，GPT-5.3-Codex-Spark正式炸场。核心卖点只有一个：快！每秒1000个token，让代码生成告别加载条。联手Cerebras怪兽级 硬件，物理外挂直接拉满。这不再是简单的工具升级。而是一场关于速度的暴力美学。 OpenAI又深夜炸场了。 GPT-5.3-Codex-Spark正式发布！ 这次不讲大道理，只讲一个字：快。 到底有多快，看一下官方的演示： 它是GPT-5.3家族里的「闪电侠」。 也是OpenAI首个专为实时编程设计的模型，OpenAI称之为「超高速模型」。 芯片巨头Cerebras。 它的生成速度超过每秒1000个token！ 这是什么概念？ 你刚敲完回车，代码已经写完了。 体感接近「瞬时响应」。 这次OpenAI找了个强力外援。 大家写代码最烦什么？肯定是等待。 Spark的出现就是为了干掉等待。 Spark跑在Cerebras的Wafer Scale Engine 3上。 这不是普通的GPU堆叠。 这是专为低延迟设计的顶级硬件。 为了配合这股怪力，OpenAI还重写了底座。 他们引入了持久的WebSocket连接。 往返开销降低了80%。 首个字符出 ...

Core Insights - Anthropic raised $30 billion in its latest funding round, achieving a valuation of $380 billion, highlighting the rapid growth in AI investment [2] - The funding round was led by Singapore's sovereign wealth fund GIC and hedge fund Coatue Management, marking one of the largest private financing deals in history [2] - Anthropic's valuation has more than doubled since its last funding round five months ago, which had a valuation of $183 billion [2] Financial Performance - Anthropic's annualized revenue has reached $14 billion, growing over tenfold each year for the past three years [2][4] - The recent growth has been significantly driven by Claude Code, an AI-driven programming tool set to be publicly launched in May 2025 [2][4] Profitability Outlook - Anthropic aims to reduce cash burn to about one-third of revenue by 2026 and to just 9% by 2027, with a target to achieve breakeven by 2028, two years ahead of its competitor OpenAI [3][4] - Both Anthropic and OpenAI are expected to pursue initial public offerings (IPOs) in the second half of 2026 [3][4] Competitive Landscape - Anthropic positions itself as a safer alternative in the AI race, founded by former OpenAI executives Dario and Daniela Amodei [3] - The company has received early support from Amazon, which invested $8 billion and serves as a major cloud partner, and Google, which invested $2 billion in 2023 [3]