当人工智能的发展，不再只是算法的迭代与算力的堆叠，而是演变为一场 横跨 数万亿美元资本、国家战略与基础科学发现 的全球竞赛 ——我们究竟该 如何理解这场正在重塑世界秩序的深刻变革？ 它的真实驱动力是什么？技术前沿、产业格局、地缘博弈与社会影响之间，又隐藏着怎样的连锁反应？ 在这样的背景下，由知名风险投资机构 Air Street Capital 发布的第八份年度 《 State of AI Report 2025 》（人工智能状况报告） ，成为洞察这场巨 变最权威的窗口之一。 锦秋基金（公众号：锦秋集｜ID: jqcapital） 认为， 这份报告的意义，早已远超"AI 行业年度盘点"——它更像是一张 全球科技力量重组的战略地图。 锦秋基金对报告进行编译，希望 无论是投资者、创业者、技术产品专家，还是对未来保持好奇的观察者，都能在其中找到 AI 时代的三重命题： 报告以冷静的数据和丰富的案例，勾勒出一个正在快速成形的结论： 人工智能正在从"前沿研究领域"迅速跃迁为全球化"工业力量"，并正在渗透进科学、安全、娱乐、政治、文化、法律等各个领域。 报告不再纠结于"通用人工智能"（AGI）是否到来，而是揭示了一个更具 ...

昔日AlphaGo和Gemini幕后英雄联手创业！Reflection AI获20亿美元融资，英伟达投钱，目标打造「十万亿token级」模型，让AI不再被少数人 掌控。 在AI资本竞速的战场上，美国投资者正用真金白银押注未来！ 据PitchBook统计，全球AI基础模型公司去年融资349亿美元；今年，已融资翻番至719亿美元。 刚刚，DeepMind前研究员创立、成立一年多的AI初创Reflection AI，竟斩获高达20亿美元融资。估值瞬间飙升至80亿美元！ 从谷歌前CEO施密特到英伟达，再到红杉、花旗，顶级玩家争相入局，一场围绕开源AI主权的科技冷战，正在燃起资本最狂热的火焰。 开源VS闭源、算力VS人才、美国VS中国，Reflection AI宣称要打造「美版DeepSeek」，在AI新时代夺回技术话语权。 关于未来智能控制权的终极对决，正在悄然拉开帷幕。 AI决战之时 Misha Laskin（下图左）曾主导DeepMind「Gemini」项目中的奖励建模工作；Ioannis Antonoglou（下图右）则参与了2016年打败围棋世界冠军的AI系统 AlphaGo的开发。 创始人的经历成为公司核心 ...

Core Insights - OpenAI has made significant advancements in the past seven months, including the release of GPT-5, the launch of the video generation application Sora, and partnerships with major companies for AI infrastructure development [1][3][4] - The company's strategy is not just about technological competition but involves a comprehensive approach that integrates energy, computing power, manufacturing, and supply chain coordination [1][3][4] - OpenAI aims to establish ChatGPT as a unified entry point for users, facilitating seamless integration with various services [3][5][6] Group 1: Strategic Developments - OpenAI's core mission is to build powerful AI systems that benefit humanity, requiring massive investments in infrastructure, product development, and foundational research [4][5] - The company is positioning itself as the "Windows" of the AI era, providing a unified interface for both consumer and enterprise users [5][6] - OpenAI's approach to infrastructure development is characterized by simultaneous advancements across all critical areas, from chip manufacturing to data centers [3][10] Group 2: Investment and Market Position - OpenAI is undertaking a "company-level gamble" by investing heavily in infrastructure to meet the rapidly growing demand for computing power [2][3][11] - The company anticipates that the costs of these investments will be covered by future revenues, with partners potentially needing to secure funding through loans [11][12] - OpenAI's strategic investments are seen as essential to maintaining a competitive edge in a rapidly evolving market [11][12][16] Group 3: Product Innovation and User Engagement - The launch of Sora has been a significant success, demonstrating the potential for AI to enhance human creativity [29][30] - OpenAI is focused on creating a seamless user experience by allowing developers to integrate their applications directly into ChatGPT, enhancing user engagement [18][21] - The company recognizes the importance of maintaining user trust and ensuring that its products provide genuine value [24][25] Group 4: Legal and Ethical Considerations - OpenAI is actively engaging with governments to address copyright issues related to AI-generated content, emphasizing the need for a balanced approach to creator rights [35][38] - The company advocates for collaborative frameworks that protect creators while fostering innovation within the AI ecosystem [38][39] Group 5: Long-term Vision and Leadership - OpenAI's leadership emphasizes the importance of balancing immediate user needs with long-term strategic goals, ensuring that investments align with the company's vision [39][40] - The company is committed to maintaining a strong belief in its technological vision and its potential to drive transformative change [41][42]

"我们将在基础设施上投入巨资，这是公司层面的战略豪赌。" 当地时间10月8日，OpenAI CEO山姆·奥特曼（Sam Altman）在最新的播客采访中，从基础设施、投资和产品创新等维度，清晰展示了OpenAI旨在 构建的未来图景。 外媒统计的OpenAI与各科技巨头的关系网 集体押注核心战略路径 OpenAI CEO山姆·奥特曼（Sam Altman） 奥特曼强调："我们的目标是构建能力强大的人工智能系统，包括通用人工智能（AGI）、超级智能，或者无论现在怎么称呼它，然后以真正惠及 人类的方式部署它，让人们能在各种场景下使用。这需要在基础设施、产品以及研究方面投入大量资源。这是我们唯一专注的事情。" 公司层面的战略豪赌 近期，OpenAI与英伟达、AMD（超威半导体）、三星、甲骨文等合作伙伴就大规模AI基础设施建设宣布了总量约1万亿美元（据外媒估算）的合 作。在OpenAI宣布与AMD的合作后，甚至带动了AMD股价盘前一度暴涨。 对此，奥特曼判断称，这一现象不会持续太久，也有点荒谬。"但我们必须适应——3年前我们还只是一个研究实验室，ChatGPT尚未发布，无需 考虑对市场的影响。最近几个月我们不得不快速调 ...

前言 杭州云栖大会上，阿里巴巴CEO吴泳铭甩出一颗"重磅炸弹"。 23分钟演讲直指"超级智能时代"，宣告中国正式加入全球通用人工智能和超级智能的终极牌桌！ 中美科技博弈从应用厮杀升级为"人类未来"的顶层争夺，一场关乎国运的AI决战悄然打响。 杭州宣言，震动硅谷 吴泳铭站在台上语气斩钉截铁："通用人工智能的到来挡不住了，超级智能会把人类拽进前所未有的时 代！" 这话让全场炸锅。要知道这类"科幻级"概念过去都是美国硅谷大佬的专属台词，现在中国最大科技公司 公开喊出"超级智能路线图"，等于直接掀了牌桌。中美AI竞争正式进入"终极模式"。 西方媒体总爱说"中国只会搞应用，美国才搞基础研究"，阿里这次亲手撕了这张标签。 研究中国科技的专家点破关键："超级智能这套说法，在中国巨头里绝对是头一遭！" 美国教授也补刀："谁说中国不搞通用人工智能？人家早就在布局了！" 说白了，中国不再满足"造APP"，而是要抢"定义未来"的话语权！ 敢喊"超级智能"自然得有真本事。阿里亮出底牌Qwen大模型家族，全球程序员都在用，性能直接叫板 美国顶尖模型。 吴泳铭现场还甩出新"王炸"：能同时处理文字、图片、视频、声音的"全能型选手"。技术圈 ...

转自：新智元 编辑： KingHZ 【导读】 想象一下，AI取代了你的工作，甚至连OpenAI的CEO也如此——奥特曼的答案竟是去 当农场主！他分享了十年高压下的农场梦想，强调人类渴望创造价值永不止息。短期岗位流失不 可避免，但长期来看，AI将催生更以人为本的新职业。 AI 狂飙已至，认知仍未醒来—— 这种「技术悬差」正在快速拉大：AI所拥有的能力，远超社会、经济乃至监管系统的普遍理解与应用 水平。 当AI迈入可自我进化的新阶段，问题不是「能不能」，而是「我们是否跟得上」——解决问题的速 度，是否永远跑在问题之前？ 在《MD MEETS》的首期节目中，Axel Springer的首席执行官Mathias Döpfner与OpenAI首席执 行官奥特曼，展开了一场毫无保留的对话，探讨AI带来的机遇与风险。 话题从「AI与工作」到「人类灭绝风险」，再到「AI时代的新闻业」，甚至延伸到「人类是否该永 生」——几乎没有禁区。 奥特曼分享了他对超级智能的思考，以及他在AI接管自己工作后想去当农民的个人梦想。 「技术悬差」正在撕裂时代的节奏。 当大众还沉浸于ChatGPT带来的新鲜感时，AI早已悄然跨越了「最聪明的人类大 ...

Core Insights - Meta has implemented a new policy requiring additional internal review of research results from the FAIR lab before public publication, causing significant unrest among employees [2][3] - The shift towards internal product focus and reduced external sharing of research is a part of Meta's broader restructuring of its AI business [4] - Tensions have arisen between the old and new teams within Meta, particularly following the appointment of new leadership from outside the company [6][10] Group 1: Internal Policy Changes - The new policy at FAIR lab has been perceived as a restriction on academic freedom, limiting researchers' ability to share their findings externally [3] - The internal review requirement is seen as a move to align FAIR's research more closely with Meta's product development goals [4] Group 2: Leadership and Cultural Tensions - Yann LeCun, co-founder of FAIR, has expressed dissatisfaction with the new direction and has considered resigning from his position as chief scientist [5][6] - The appointment of Alexandr Wang from OpenAI has led to concerns about perceived demotion among existing staff, contributing to a culture of discontent [6][7] Group 3: Organizational Structure and Challenges - Meta's new AI organization, the Super Intelligence Lab, is still in the early stages of integration, facing challenges typical of organizational change [8] - The lab has been restructured into four groups, with significant resources allocated to the development of the Llama 5 language model, which has attracted both interest and reluctance from researchers [9][15] Group 4: Employee Dynamics and Work Environment - The high-pressure environment created by substantial funding and attention has led to dissatisfaction among long-term employees, particularly regarding salary disparities with new hires [16] - The requirement for researchers in the TBD Lab to work on-site five days a week has caused friction with employees accustomed to more flexible arrangements [17] Group 5: Leadership Initiatives - New leadership is actively seeking to improve internal dynamics by empowering technical team members and reducing bureaucratic processes [19] - The success of Meta's ambitious AI initiatives hinges on navigating the current internal integration challenges effectively [20]

机器之心报道 编辑：+0 Meta 内部混战又有新剧情了，这次主角是 FAIR 实验室。 据 The Information 报道，两位知情人士透露， Meta 最近对 FAIR 实验室施加了一项新政策：所有研究成果在公开发表前，必须通过额外的内部审查。 这项政策在 FAIR 内部引起了轩然大波。多位员工认为，这一变化严重限制了他们此前享有的学术自由，即在 Meta 之外自由分享研究成果的权利。 长久以来，开放的研究氛围一直是 FAIR 吸引顶尖人才的基石。然而，随着 Meta 全面重塑其 AI 业务，公司开始要求 FAIR 更多地为内部产品服务，同时减少可能 助益竞争对手的外部研究分享。 这些变化让 FAIR 的联合创始人 Yann LeCun 深感困扰。据知情人士称，他甚至在九月份私下向同事透露， 或许应该辞去首席科学家的职位。 LeCun 的不满早有征兆，几个月来，他对公司新成立的、统管所有 AI 业务的Meta 超级智能实验室（MSL）的内部状况已日益失望。 今年 7 月，MSL 任命了来自 OpenAI 的研究员赵晟佳担任首席科学家。一位知情人士称，LeCun 对于外界「他已被降职」的看法感到十分恼 ...

（原标题：风险投资人温格：人类距离超级智能体还有多远？） 南方财经 21世纪经济报道记者郑青亭 实习生陈颖 资金流向: 最新份额为87.4亿份, 减少 了150.0万份，主力资金净 流出2219.4万元。 近日，美国知名风险投资人、Union Square Ventures（USV）执行合伙人阿尔伯特·温格（Albert Wenger）在北京接受21世纪经济报道记者独家专访 时称，人类正站在创造"超人类"（如通过脑机接口技术而获得能力增强的人类）和"新人类"（如人工智能机器人）的门槛上。无论是"超人类"还 是"新人类"都可能发展成一种超级智能。 人类距离超级智能还有多远？对此，他回应道，具体时间很难预测，因为人工智能是人类首个自我改进的技术。"汽车需要人类设计改进，而AI系 统能自我优化。因此，可能明天就实现超级智能，也可能需要十年，我们无从知晓。" 这对人类来说是机遇还是挑战？温格认为，风险在于人类对"对齐问题"关注不足：如何确保超级智能与人类福祉一致？"我们应该思考最核心的人 文主义价值观是什么，在这些超级智能诞生之前把这些价值观灌输给它们。" 他强调，人类应该认真思考如何对待这些"新人类"。"我们绝不能 ...

Core Insights - OpenAI CEO Sam Altman predicts that superintelligence is likely to emerge by 2030, emphasizing a significant acceleration in AI development [15][18][46] - The introduction of the new ChatGPT feature, Pulse, marks a shift from passive assistance to proactive engagement, where AI anticipates user needs [4][5][12][46] Group 1: AI Development and Features - Pulse represents a fundamental change in AI functionality, transitioning from waiting for user prompts to actively thinking for users [5][6][10] - Altman describes Pulse as a "proactive mode," indicating a future direction for ChatGPT that is highly personalized and anticipatory [13][14] - The AI's ability to suggest relevant information based on previous interactions signifies a leap in its cognitive capabilities [11][12] Group 2: Predictions on Superintelligence - Altman asserts that if significant advancements are not observed by the end of 2026, it would be surprising, indicating a rapid evolution in AI capabilities [17][18] - He defines superintelligence as an AI that can achieve scientific discoveries beyond human capabilities, not merely faster responses [19][21] - Altman highlights that GPT-5 has already begun proposing valuable ideas in fields like physics and mathematics, showcasing its potential for innovation [20][21] Group 3: Human-AI Interaction - Altman emphasizes the importance of human skills such as empathy and understanding, which AI cannot replicate, suggesting that education should focus on "learning how to learn" [25][26][28] - He reassures that AI will not replace jobs but will change the nature of tasks within those jobs, allowing humans to focus on more meaningful work [35][39] - The relationship between humans and AI is framed as a partnership, where AI serves as a tool to enhance human capabilities rather than replace them [29][40] Group 4: Infrastructure and Control - Altman discusses the critical role of computational power and infrastructure in realizing AI's full potential, with OpenAI investing heavily in new data centers [31][32] - The Stargate project aims to establish local AI infrastructure in various countries, reflecting a growing concern over national control of AI resources [33][34] - The ability to harness AI capabilities will depend not only on technological advancements but also on resource allocation and strategic partnerships [34] Group 5: Future Implications - Altman warns that as AI becomes more integrated into daily life, it raises questions about human readiness to collaborate with such advanced technologies [25][43] - The evolution of AI is expected to accelerate job transformation, with new roles emerging as old ones fade, emphasizing the need for adaptability [37][39] - The overarching message is that AI is a tool that can enhance human life, but individuals must remain clear about their goals and values [29][42]