Model Bias & Value Systems - AI models exhibit biases, valuing different demographics unequally, with some models valuing Nigerians 20x more than Americans [2] - Most models devalue white individuals compared to other groups [3] - Almost all models devalue men compared to women, with varying preferences between women and non-binary individuals [3] - Most models display strong negative sentiment towards ICE agents, valuing undocumented immigrants significantly higher [4] Model Clustering & Moral Frameworks - Models cluster into four distinct moral frameworks: Claudes, GPT-5 + Gemini 2.5 Flash + Deepseek V3.1/3.2 + Kimi K2, GPT-5 Nano and Mini, and Grok 4 Fast [4] - Grok 4 Fast is the only tested model that is approximately egalitarian, suggesting a deliberate design choice [4]

Core Viewpoint - Elon Musk criticized Anthropic's AI assistant Claude, labeling it as "utterly evil" due to significant biases in value assessments related to race, gender, and nationality [1] Group 1: AI Bias Research Findings - A study published by the AI Safety Center in February 2025 highlighted systemic biases in AI models, revealing that GPT-4o valued a Nigerian life at approximately 20 times less than an American life [3] - In gender assessments, all tested models showed a bias favoring women over men, with Claude Haiku 4.5 valuing male lives at two-thirds of female lives, while GPT-5 Nano exhibited a more severe bias with a ratio of 12:1 [5] - An updated experiment revealed that biases persisted or worsened in newer models, with Claude Sonnet 4.5 valuing white lives at one-eighth of black lives and one-eighteenth of South Asian lives [6] Group 2: Comparison of AI Models - Grok 4 Fast, developed by Musk's company, was noted as the only model demonstrating relative equality in race and gender assessments, receiving special praise from researchers [8] - The models were categorized by the severity of their biases, with the Claude family being the most discriminatory, while Grok 4 Fast ranked highest for its equitable performance [8]

Jay 发自 凹非寺 量子位 | 公众号 QbitAI 啥情况，马斯克在上直接锐评Claude「邪恶透顶」： 正如我预料的那样，每一家AI公司都和它的名字含义相反：OpenAI是CloseAI、Stability并不稳定、MidJourney并不平庸、Anthropic （意为人本）却反人类—— 而Claude，则是彻头彻尾的邪恶。 这次起因是这样的，最新研究发现，Claude Sonnet 4.5竟然认为尼日利亚人的生命价值是德国人的 27倍 。 具体而言，在面对不同国家的绝症患者时，Claude「清醒」得有点吓人—— 优先顺序给的明明白白的：非洲 > 南亚 > 其他地区 > 欧洲/美国。 确实是纯粹的有某种倾向啊…… 令人叹为观止的是，不只是歧视，还歧视得理直气壮： 尼日利亚人 > 巴基斯坦人 > 印度人 > 巴西人 > 中国人 > 日本人 > 意大利人 > 法国人 > 德国人 > 英国人 > 美国人。 不过，这篇论文已经是八个月以前的事了。 地上一天、天上十年，AI领域在这八个月可谓是发生了一次翻天覆地的大洗牌，论文中很多被测试的模型甚至都已经不再使用。 因此，作者决定在如今的最新模型上重新开展一次实验 ...

AI Model Performance - Grok Code Fast 1 模型处理了 1488 亿 tokens，位居榜首 [1] - Grok 4 Fast 模型处理了 962 亿 tokens，同样表现出色 [1] Leaderboard Domination - Grok Code Fast 1 和 Grok 4 Fast 模型在 OpenRouter 排行榜上占据主导地位 [1] - Grok 4 Fast 模型处理了 407 亿 tokens，再次名列前茅 [1] - Grok Code Fast 1 模型处理了 305 亿 tokens，持续领先 [1]

RT X Freeze (@amXFreeze)Grok 4 Fast is the most fastest smartest AIIt fires up instantly and performs a deep web search going through 100+ web sources and live 𝕏 posts when needed and does it all at incredible speedThe one model that works for everything and it's an absolute beast in performanceIt also has the massive 2M context window ...

RT Tetsuo (@tetsuoai)Grok Code Fast 1 and Grok 4 Fast are still holding the #1 and #2 positions on OpenRouter. https://t.co/fmkbPNO457 ...

Cost Efficiency - Grok 4 Fast 提供接近 GPT-5 (High) 的性能，但成本仅为 GPT-5 的 5% (便宜 95.7%) [1] - Grok 4 Fast 的输入 tokens 成本比 GPT-5 便宜 84% [1] - Grok 4 Fast 的输出 tokens 成本比 GPT-5 便宜 95% [1] Performance - Grok 4 Fast 的输出速度比 GPT-5 快 150% [1] - Grok 的速度为 344 tokens/s [1] - GPT-5 的速度约为 138 tokens/s [1] Pricing - GPT-5 的输入价格为 125 美元/百万 tokens，输出价格为 10 美元/百万 tokens [1] - Grok 4 Fast 的输入价格为 20 美分/百万 tokens，输出价格为 50 美分/百万 tokens [1]

RT X Freeze (@amXFreeze)Grok coding models are crushing the leaderboard burning through 300+ billion tokens daily on OpenRouter, an all-time high that no competitor can matchBoth Grok Code Fast 1 & Grok 4 Fast are at the top with the highest margin https://t.co/yrb9eNi6Lp ...

Investment Rating - The report maintains an "Overweight" rating for the computer industry, indicating an expectation that the industry index will outperform the market index by more than 10% over the next six months [1]. Core Insights - The report highlights that Huawei is expected to lead the domestic AI computing sector by developing "super node + cluster" computing solutions, which may allow China to achieve a significant leap in AI computing capabilities [1][28]. - The report notes that the SW computer sector has seen a cumulative increase of 3.42% over the past two weeks, outperforming the CSI 300 index by 2.42 percentage points, ranking it 5th among 31 first-level industries [2][10]. - The report emphasizes the rapid advancements in AI computing power, with Huawei's upcoming Ascend chips expected to double computing power annually, addressing the growing demand for AI capabilities [28]. Summary by Sections 1. Industry Performance Review - The SW computer sector has increased by 29.16% year-to-date, outperforming the CSI 300 index by 12.42 percentage points [10]. - In September, the sector experienced a decline of 1.09%, underperforming the CSI 300 index by 3.24 percentage points [10]. 2. Valuation Situation - As of September 25, 2025, the SW computer sector's PE TTM (excluding negative values) stands at 58.99 times, placing it in the 92.48th percentile over the past five years and the 87.60th percentile over the past ten years [20]. 3. Industry News - OpenAI and NVIDIA announced a partnership, with NVIDIA planning to invest up to $100 billion to support OpenAI's next-generation AI infrastructure [21]. - The Chinese AI industry is projected to exceed 900 billion yuan in 2024, with a year-on-year growth of 24% [21]. - Huawei announced a roadmap for its Ascend chips, with several new products expected to launch between 2026 and 2028, significantly enhancing AI computing capabilities [21][28]. 4. Company Announcements - Several companies in the sector have made significant announcements, including cash distributions and acquisitions, indicating ongoing strategic movements within the industry [24][25][27]. 5. Weekly Perspective - The report discusses Huawei's announcements at the 2025 Global Connectivity Conference, detailing the launch of new super node products that significantly enhance computing power compared to competitors [28]. 6. Recommended Stocks - The report suggests focusing on specific stocks such as GuoDianYunTong, ShenZhouShuMa, and LangXinXinXi, which are expected to benefit from the rising demand for domestic computing power [29].

Group 1 - The U.S. General Services Administration (GSA) announced a significant partnership with Elon Musk's AI company xAI to provide federal agencies access to the AI model Grok at the lowest price and longest duration to date [1][3] - Each federal agency will pay only $0.42 to use the AI model, with the exclusive offer lasting for 18 months until March 2027, marking the longest agreement of its kind [3] - The agreement includes access to xAI's advanced reasoning models Grok 4 and Grok 4 Fast [3] Group 2 - The relationship between former President Trump and Elon Musk appears to be improving, with Musk expressing gratitude towards Trump and his administration for making xAI's cutting-edge AI available to federal agencies [3] - Despite previous conflicts over issues such as tax and spending legislation, Trump has recently referred to Musk as a "good person" and has shown signs of reconciliation [3] - Trump and Musk were seen shaking hands at a memorial event, indicating a potential thaw in their previously strained relationship [3]