Core Viewpoint - The new policy announced on September 5, 2025, restricts access to Claude services for Chinese companies and entities with significant Chinese capital, impacting their ability to develop competitive AI models [1][9]. Group 1: Policy Implications - The policy applies to mainland Chinese companies and overseas subsidiaries with over 50% Chinese ownership, as well as entities using Claude indirectly through cloud services or third-party platforms [1]. - The restrictions are not limited to direct users of Claude but also include companies that access the service indirectly, regardless of their registration location [9]. Group 2: Competitive Concerns - There are concerns that Chinese companies could use subsidiaries to access Claude for military or intelligence applications, potentially accelerating their own AI model development to compete with U.S. and allied tech firms [5]. - Anthropic has chosen to prioritize security over profit, advocating for stricter export controls and enhanced domestic infrastructure for AI development [6]. Group 3: Industry Impact - The sudden shutdown of Claude's API could halt ongoing projects for multinational businesses, prompting a shift towards developing domestic AI models and ensuring compliance and security [10]. - As external access becomes increasingly restricted, the focus shifts to developing indigenous solutions to maintain competitiveness in the AI landscape [11].

整理 | 褚杏娟、核子可乐 今日凌晨，GLM 系列模型背后研究实验室的四位成员在 Reddit 上进行了一次 AMA，四人都参与了 GLM-4.5 的研发工作。这次，他们详 细回答了全球社区者们对于 GLM 系列模型的技术细节问题、GLM 系列未来的研发规划，还与网友们讨论了当前大模型发展的观点。 GLM-4.5 作者名单 参与这次 AMA 的四位成员分别是： 杜政晓（Zhengxiao Du）是《GLM: General Language Model Pretraining with Autoregressive Blank Infilling》（ACL 2022）等系列论 文的作者之一，该论文奠定了 GLM 系列模型的发展基础。他参与了许多重要的 AI 项目，包括 GLM-130B、ChatGLM-MNN 等。 张宇轩（Yuxuan Zhang），毕业于利物浦大学，关注多模态模型研究、Agent 框架集成等，参与了多个 GLM 系列项目，包括 GLM- 4.5、GLM-V、CogVideoX 等。 曾奥涵（Aohan Zeng）参与了多个项目，如 GLM-4-Voice、 GLM-130B 、emerge ...