RT a16z (@a16z)"You can't just think your way into an advantage."Balaji Srinivasan on why AGI may be embodied:"Every drone, every self-driving car, every humanoid pulls in all that [sensory] data. They actually can have a world model.""The very Abrahamic western concept of a single AGI that will tell us what to do might have been plausible three years ago—I don't think it's really that plausible now.""AGI is gated by the physical world."@balajis on Network State Podcast ...

在红包大战之外，大厂还在争夺终端入口。上海财经大学特聘教授胡延平认为，未来Agent（智能体）可能会接管手机、电脑等终端，实质是生成式AI技术 重构智能硬件与软件行业。2025年AI的范式、价值与能力已经得到充分确认，2026年将出现技术大投入、竞争大分化、市场大分流。 经济观察报 记者 钱玉娟 编者按：2025 年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停下。 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈 陷入了一种 " 无所不能 " 的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别了一夜暴富的粗放模式，漫剧直接降维打击，头部内 容公司既兴奋又不安。 这不再是写份 PPT 就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下去，并且要硬核地活下去，成了 2025 年 TMT 行业的共 识。 马年将至，腾讯、阿里巴巴和字节跳动等头部科技公司将AI竞争拉回了他们最熟悉的战场——流量战争。 腾讯元宝发放10 ...

Core Viewpoint - The rapid evolution of AI technology is viewed optimistically, with its current development speed surpassing that of the past centuries and millennia. However, there is a concern regarding the implications of creating an AI that could exceed human capabilities, raising questions about the intended purpose of such technology [1]. Group 1 - AI is developing at an unprecedented pace, faster than in previous decades and centuries [1] - There is a dichotomy in the industry regarding the goal of AI: whether to create a superhuman entity or a supportive tool for enhancing human life [1] - The industry has not yet reached a consensus on the direction and purpose of AI development [1]

Market Overview - Asian shares retreated from record highs due to concerns about shrinking margins in the tech sector, particularly affecting companies like Apple, leading investors to seek safe-haven bonds ahead of key US inflation data [1] - The technology-heavy Nasdaq Composite fell 2.0% after Cisco Systems reported a quarterly adjusted gross margin below estimates, resulting in a 12% drop in its shares and a loss of approximately $40 billion in market capitalization [1][2] Technology Sector - The selloff impacted major tech companies, with Apple experiencing a 5.0% decline, marking its largest daily drop since April of the previous year [2] - Concerns about AI disruption also affected transportation companies, indicating a broader market shift towards defensive sectors with more stable earnings [2][3] Asian Markets - MSCI's broadest index of Asia-Pacific shares outside Japan decreased by 0.6%, reducing the week's gain to 4.1%, while Japan's Nikkei index fell 0.9% but remained up 5.3% for the week [3] - Chinese blue chips and Hong Kong's Hang Seng index also saw declines of 0.6% and 1.5%, respectively [3] Bond Market - The broad selloff in stocks led to increased demand for US Treasuries, with the yield on the benchmark 10-year note dropping seven basis points to 4.1154% [5] - A strong auction of 30-year bonds contributed to a decline in longer-term yields, with 30-year yields falling 8.5 basis points to 4.728%, the lowest since December [5] Economic Indicators - Attention is focused on upcoming US inflation data, with forecasts predicting a monthly rise of 0.3% in the core measure, which would lower the annual rate from 2.7% to 2.5% [7] - A stable inflation result could invigorate market sentiment and enhance cyclical trade activity [7] Currency and Commodities - The Australian and New Zealand dollars weakened, with the Aussie steady at $0.7089 after a 0.5% overnight loss, and the kiwi at $0.6033 after a 0.3% decline [8] - Oil prices remained flat following a 3.0% drop due to falling demand, with West Texas Intermediate crude at $62.95 and Brent crude at $67.65 per barrel [9]

Core Insights - The AI industry is experiencing rapid changes and intense competition, with leading companies facing the risk of losing their advantages within months [6][30] - Demis Hassabis, CEO of Google DeepMind, emphasizes the importance of continuous innovation and the need for companies to adapt quickly to maintain their positions in the market [4][10] Group 1: Competition and Industry Dynamics - The competition in the AI sector is accelerating, with model updates shifting from annual to quarterly releases, indicating a race for technological advancement [7][9] - Companies are facing a significant bottleneck in computing power, which is essential for developing stronger models and deploying products effectively [10][11] - The demand for computing resources has transformed budget priorities from purchasing servers to securing computational resources [11][12] Group 2: Talent Acquisition and Retention - The AI industry is witnessing unprecedented salary offers, with reports of researchers receiving offers as high as $100 million [14] - However, Hassabis believes that attracting top talent relies more on the mission and impact of the work rather than just financial incentives [15] - The evolving job landscape will require individuals to enhance their core competencies as traditional roles may disappear [16] Group 3: Technological Advancements and Opportunities - Hassabis identifies three key technological paths that are transitioning from concept to reality: multimodal assistants, AI drug design, and breakthroughs in new materials [17][18] - Multimodal assistants aim to enhance AI's ability to understand and interact with the real world, moving beyond simple query responses [19][20] - AI's role in drug design can significantly reduce the time required for drug development from years to months, enabling breakthroughs in treating diseases [23] - The establishment of automated laboratories for material research will facilitate rapid iterations and innovations in various industries [25] Group 4: Market Trends and Future Outlook - The industry is currently experiencing a phase of "shuffling," where companies will be tested, and only those demonstrating real commercial value will survive [29][30] - There is a notable divergence in strategies, with Chinese teams focusing on application deployment while Western teams prioritize frontier breakthroughs [33] - The future of the industry will depend on the ability to balance immediate cash flow from applications with long-term technological advancements [39][40]

One thing I know for sure that no one. Absolutely no one. Not me, not you, are ready for AGI brains in humanoid robots. It is coming in the next 10 years and it no political system or society is ready.If you want a frame of reference watch this serieshttps://t.co/olFLvEV673 ...

RT ARC Prize (@arcprize)Gemini 3 Deep Think (2/26) Semi Private Eval- ARC-AGI-1: 96.0%, $7.17/task- ARC-AGI-2: 84.6% $13.62/taskNew ARC-AGI SOTA model from @GoogleDeepMind https://t.co/mN8PFAWk4A ...

两位华人联创接连「弃船」，一大批xAI员工也纷纷官宣离职，让全网惊掉了下巴。 xAI药丸了？xAI到底发生了什么？ 一时间，社交媒体上的各种负面争议甚嚣尘上。 新智元报道 编辑：桃子 KingHZ 【新智元导读】马斯克终于绷不住了！一半联创出走，在全网吵得沸沸扬扬。今天，他紧急召开全员大会，官宣合并后全新阵容。更梦幻的是，他勾勒了 一个终极蓝图：未来在月球建AI工厂。 在这场45分钟直播中，马斯克带队上台，首次官宣了xAI内部最新「组织架构」。 其中，有四大核心板块：Grok主模型&语音模型、编码、Imagine，以及Macrohard。 更令人兴奋的是，他正式确认SpaceX与xAI深度联合的方向——探索宇宙，必须有AI。 并且，马斯克还要为超算建设一个月球基地，项目名字叫「MoonBase Alpha」。 马斯克一看大事不妙，立即召开发布会，目的只有一个：告诉外界「我们很好」，还有更大计划酝酿中。 他反复多次强调的「理解宇宙」，正从口号变成工程路线图，SpaceX把人类送上太空，xAI让人类在地外活得更好。 这两条主线合在一起，才是真正的Master Plan。 一半联创「弃船」 马斯克重组战队 众人皆知 ...

Core Viewpoint - Lenovo Group's CEO Yang Yuanqing expressed skepticism about the current AI investment landscape, suggesting that there may be excessive investment in certain areas and cautioning against a universal approach to AI foundational model training [1][1]. Group 1: AI Investment and Market Sentiment - Yang indicated that while there may be over-investment in some AI sectors, the path to achieving Artificial General Intelligence (AGI) remains uncertain [1][1]. - The essence of AI is rooted in the accumulation of historical human data, which is crucial for developing intelligent technologies [1][1]. Group 2: Future of AI Applications - For AI to achieve widespread application, it is essential to leverage private data from enterprises and individuals to create personal intelligence and institutional frameworks [1][1]. - The democratization of AI is expected to drive increased usage of smart terminals and AI technology infrastructure [1][1].

You talk about super intelligence. Most of your rivals talk about AGI, artificial general intelligence. Explain the difference between AGI and super intelligence.>> I prefer the definition that focuses first on what would it take to build a system that could achieve most of the tasks that a regular professional in a workplace goes about on a daily basis. Think of it as a professionalgrade AGI. >> How close are we.I think that we're going to have a human level performance on most if not all professional task ...