Core Viewpoint - Anthropic has launched the Claude Haiku 4.5 model, which is positioned as a cost-effective alternative to its larger models, offering performance close to Sonnet 4 at one-third the cost and double the speed [2][12]. Performance and Features - Haiku 4.5 is a hybrid reasoning model that can adjust its computational resources based on the request, allowing for both quick responses and more complex outputs when needed [3][4]. - The model can handle multi-modal prompts with up to 200,000 tokens and generate responses of up to 64,000 tokens [3]. - In benchmark tests, Haiku 4.5 scored 73% on SWE-bench Verified and 41% on Terminal-Bench, showing competitive performance with Sonnet 4 and GPT-5 [4][7]. Cost and Accessibility - Haiku 4.5 is priced at $1 per million input tokens and $5 per million output tokens, significantly cheaper than Sonnet 4.5, which costs $3 and $15 respectively [9]. - The model is now available across all platforms, enhancing accessibility for users [9]. Market Impact and Growth - Anthropic's monthly run rate is approaching $7 billion, with a target of $20 billion to $26 billion in annual revenue by 2026, indicating rapid growth [18]. - The company serves over 300,000 enterprise clients, with enterprise products accounting for about 80% of total revenue [18]. Strategic Positioning - Haiku 4.5 is designed to complement Sonnet 4.5, allowing for a division of tasks where Haiku handles simpler tasks and Sonnet focuses on complex planning [13][14]. - The model's lightweight nature facilitates the parallel deployment of multiple Haiku instances, enhancing efficiency in AI workflows [13]. User Feedback and Adoption - Early adopters have reported positive outcomes, with some stating that Haiku 4.5 achieves 90% of Sonnet 4.5's performance while being faster and more cost-effective [15]. - Users have noted that Haiku 4.5 blurs the lines between speed, cost, and quality, indicating a shift in expectations for AI models [15][16]. Industry Trends - The rapid decline in AI costs, with a reported two-thirds reduction in five months, suggests a significant shift in the economic logic of AI [17][19]. - Anthropic's valuation stands at $183 billion, positioning it competitively against major players like OpenAI and Google [20].

Cybersecurity Performance - Claude Sonnet 4.5 is comparable or superior to Opus 4.1 in defensive cybersecurity tasks [1] - Claude Sonnet 4.5 is faster and cheaper in cybersecurity tasks [1]

Core Viewpoint - The article argues against the prevalent skepticism surrounding AI, labeling it as a misunderstanding of the exponential growth trend in technology, similar to the initial underestimation of the COVID-19 pandemic [2][6]. Group 1: AI Performance and Growth - AI models are showing exponential growth in their ability to perform complex tasks, with the latest models capable of handling over two hours of software engineering tasks [5][14]. - The METR study indicates that AI's success rate for completing long software tasks has doubled approximately every seven months, with the Sonnet 3.7 model achieving a 50% success rate for one-hour tasks [9][10]. - The GDPval assessment reveals that top AI models are nearing human performance levels across 44 professions, challenging the notion that AI is limited to software engineering [12][13]. Group 2: Future Predictions - By mid-2026, AI models are expected to autonomously work for an entire workday (8 hours), with at least one model achieving human expert performance in various industries by the end of that year [17][18]. - By the end of 2027, AI models are predicted to frequently surpass human experts in many tasks, indicating a significant shift in capabilities [18][19].

Core Argument - A leading AI researcher argues against the prevalent "AI bubble" theory, stating that skepticism towards AI's exponential growth is a serious misinterpretation of technological trends, similar to the initial underestimation of the COVID-19 pandemic [1][2] Group 1: AI Performance and Trends - AI models are doubling their ability to autonomously complete complex tasks at an exponential rate, with the latest models capable of handling over two-hour software engineering tasks [2][7] - The METR study shows a clear exponential trend in AI's ability to perform software engineering tasks, with models like Sonnet 3.7 achieving a 50% success rate for one-hour tasks seven months ago [5] - New models, including Grok 4, Opus 4.1, and GPT-5, have surpassed previous trends and can now execute tasks exceeding two hours [7] Group 2: AI's Competitiveness Across Industries - The GDPval assessment by OpenAI evaluates AI performance across 44 professions in nine industries, showing that top AI models are "astonishingly close" to human performance and even challenge industry experts [9][10] - The latest GPT-5 model has demonstrated performance that is nearly on par with human experts, indicating significant advancements in AI capabilities [10][13] Group 3: Future Projections - Based on current exponential growth data, it would be "extremely surprising" if improvements in AI suddenly halted, with predictions suggesting that by mid-2026, models will be able to work autonomously for an entire workday (8 hours) [12][15] - By the end of 2026, at least one model is expected to reach human expert performance across various industries, and by the end of 2027, models will frequently surpass experts in many tasks [15]

Claude Sonnet 4 and Opus 4.1 are now available in Microsoft 365 Copilot, bringing Claude’s advanced reasoning capabilities to millions of enterprise users.Read more: https://t.co/3UTzA9A2Yk ...

AI Model Performance - Sonic MAX in Cursor is free and faster than Gemini [1] - Sonic MAX writes better code than Opus 41 [1] - Sonic MAX is comparable to Grok 4 in performance [1]

Market Overview - US stock markets declined, with the Dow Jones down 0.14%, Nasdaq down 0.65%, and S&P 500 down 0.49% [1] - Notable stock movements include Nvidia down 0.97%, Meta down 1.66%, Google A up 3.12%, Microsoft down 0.19%, Tesla down 0.17%, Apple down 0.21%, and Amazon up 0.99% [1] Economic Policies - Trump suggested leveraging Federal Reserve chair vacancies and announced potential tariffs on drugs and chips, which could reach up to 250% [2] - The Indian tariffs were significantly increased within 24 hours [2] AI Developments - OpenAI released two open-source AI models, GPT-oss-120b and GPT-oss-20b [3] - Anthropic launched Opus 4.1, enhancing programming, research, and data analysis capabilities [4] - Google DeepMind introduced Genie 3, a world model that breaks boundaries in video modeling and allows real-time interaction [5] Pharmaceutical Sector - Pfizer reported a 10% year-over-year revenue growth in Q2, exceeding expectations, and raised its full-year profit guidance [6] Technology Innovations - Meta developed a new wristband that enables "thought control" through a non-invasive neural interface, with results published in Nature [7] - The iPhone 17 series is expected to see significant price increases [8] Domestic Policy Initiatives - The People's Bank of China and six other departments issued guidelines to support financing for key manufacturing sectors, including integrated circuits and industrial mother machines [9] - The State Council announced the elimination of preschool education fees for public kindergartens, aiming to promote free early education [10] Market Strategies - Everbright Securities noted that the Shanghai Composite Index recovered above 3600 points, boosting market confidence, but cautioned that continued upward movement may face challenges due to reduced trading volume [11] Industry Insights - SK Hynix is supplying HBM4 to Nvidia at a price approximately 70% higher than HBM3E, reflecting significant technological advancements [12] - Huawei announced the full open-source of its Ascend hardware enabling CANN, aiming to enhance developer innovation [12][13] - NIO's new model, the L90, achieved impressive sales, surpassing competitors and receiving positive evaluations from top investment firms [13][14] Education Sector - The State Council's new policy on free preschool education is expected to alleviate financial burdens on families and potentially boost birth rates [15] Company Announcements - Tianfu Culture and Tourism signed cooperation agreements with various cultural and tourism entities [17] - Several companies, including Ancar Detection and Zhongchuan Special Gas, made significant announcements regarding acquisitions and certifications [19]

Market Overview - The US ISM Services PMI shows signs of weakness, with the price index remaining high, raising concerns about stagflation risks affecting the Federal Reserve's policy path [2][3] - Large tech stocks led the decline in US markets, while small-cap stocks saw a 0.6% increase [2] - AMD's Q2 profits fell short of expectations, leading to a 5.7% drop in stock price post-earnings [2][5][16] - US Treasury yields rose broadly, with the 2-year yield increasing by nearly 5 basis points [2] - Gold experienced a V-shaped recovery, rising 1.2% from its daily low, while oil prices fell by 1.6% amid reports of potential ceasefire discussions between Russia and Ukraine [2][15] Key News - The People's Bank of China and seven departments are enhancing financial support for new industrialization and digital infrastructure [3][12] - The US ISM Services PMI for July was reported at 50.1, with the employment index contracting and the price index reaching a new high since October 2022 [3][13] - Trump is expected to announce new tariffs on drugs and chips, while also considering candidates for the Federal Reserve Board [3][13] - The US Treasury plans to issue a record $100 billion in four-week Treasury bills this week [3][14] Company Updates - AMD reported record Q2 revenue but faced a decline in profit margins and a 30% year-over-year drop in EPS, with uncertainty surrounding the export of MI308 products to China [5][16] - OpenAI released two free-to-use open-weight language models, marking its first release of this kind in six years [6][18] - Anthropic launched Opus 4.1, enhancing capabilities in programming, research, and data analysis [19] - Nvidia's stock surged, while Apple and Tesla faced declines, indicating a divergence among tech giants [29] Industry Insights - The Chinese Robotaxi industry is on the verge of large-scale deployment, with leading companies expected to achieve profitability by 2026 [24] - The high demand for high-end chips has led to a significant revenue increase for Haiguang Information, with Q2 revenue up 41.1% year-over-year [25] - The solar glass industry is facing challenges due to weak demand and high production costs, leading to a forecasted decline in profitability [24]

市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 抢在ChatGPT-5之前，Anthropic发布功能更加强大的AI模型Opus 4.1，编程、研究、数据分析能力都更 加强大。 ...

Opus 4.1 is now available to paid Claude users and in Claude Code.It's also on our API, Amazon Bedrock, and Google Cloud's Vertex AI.Read more: https://t.co/ansKMHes5I ...