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腾讯研究院AI速递 20260209
腾讯研究院· 2026-02-08 16:03
Group 1: Claude Opus 4.6 Release - Anthropic launched Claude Opus 4.6, outperforming GPT-5.2 by approximately 144 Elo in GDPval-AA knowledge work assessment and achieving top scores in Terminal-Bench 2.0, Humanity's Last Exam, and BrowseComp [1] - The Opus model supports a context window of 1 million tokens and an output limit of 128,000 tokens, achieving 76% in long context retrieval tests, which is four times better than Sonnet 4.5 [1] - The product line has been updated with new features, including agent teams in Claude Code, an upgraded Excel, and a research preview for PowerPoint, along with new API functionalities like adaptive thinking and context compaction [1] Group 2: OpenAI GPT-5.3-Codex Release - OpenAI released GPT-5.3-Codex shortly after Claude Opus 4.6, achieving 77.3% in Terminal-Bench 2.0, regaining the highest score and being 25% faster than its predecessor, GPT-5.2-Codex [2] - This model is the first to participate in creating its own model, utilizing early versions for debugging its training process, managing deployment, and analyzing evaluation results [2] - The OSWorld-Verified score improved from 38.2% to 64.7%, nearing the human benchmark of 72%, with a cybersecurity CTF score of 77.6%, marking it as the first high-capability cybersecurity model [2] Group 3: Claude Opus 4.6 Fast Mode - Anthropic introduced a Fast Mode for Claude Opus 4.6, which is 2.5 times faster than the standard version, available to Claude Code and API users, with initial support from platforms like Cursor and GitHub Copilot [3] - Pricing for Fast Mode has significantly increased, with input costs at $30 per million tokens and output costs at $150 per million tokens, while long context pricing has doubled, offering a 50% discount until February 16 [3] - This mode is recommended for rapid code iteration and real-time debugging, with automatic fallback to the standard version after hitting rate limits [3] Group 4: Pony Alpha Model - The OpenRouter platform launched the mysterious anonymous model Pony Alpha, which excels in programming, logical reasoning, and role-playing, available for free [4] - Speculation surrounds the model's identity, with guesses including DeepSeek-V4, GLM new models, Opus 5.3, Codex 4.6, or Grok 4.2, but no consensus has been reached [4] - Pony Alpha supports reasoning with a context of 200,000 tokens, with users successfully creating complete web applications containing 500 lines of code, hinting at a possible Chinese origin due to its name [4] Group 5: ByteDance Seedance 2.0 Launch - ByteDance quietly launched Seedance 2.0, which supports self-storyboarding, synchronized audio-visual generation, multi-shot narratives, and up to 12 multimodal reference files [5] - The usability rate improved from under 20% to over 90%, with actual production costs reduced to near theoretical levels, fundamentally changing the industry's economics [5] Group 6: Tencent WorkBuddy Internal Testing - Tencent opened internal testing for WorkBuddy, a desktop AI agent capable of planning and executing complex multimodal tasks on local computers [7] - Core capabilities include automatic batch file processing, document/spreadsheet/PPT generation, deep data analysis, and industry research, with built-in model switching and high-risk command interception [7] - Since its internal testing began on January 19, it has served over 2,000 Tencent employees, targeting non-technical workplace groups like HR, administration, operations, and sales to lower the AI tool usage barrier [7] Group 7: Waymo and DeepMind Collaboration - Waymo introduced a world model built on DeepMind Genie 3, capable of generating highly realistic and interactive 3D environments, simulating rare driving scenarios like tornadoes and elephants [8] - The model supports three control mechanisms: driving behavior, scene layout, and language, converting ordinary driving record videos into multimodal simulations, showcasing the Waymo Driver's perspective [8] - Waymo Driver has completed nearly 200 million miles of fully autonomous driving, with the world model enabling the system to rehearse billions of miles of complex scenarios in a virtual environment [8] Group 8: Elon Musk's Future Plans - Elon Musk revealed SpaceX plans to launch 20,000 to 30,000 times annually, predicting that within five years, space computing power will exceed the global total [9] - The Tesla AI5 chip is set for mass production in Q2 next year, with the AI6 chip following within a year, and Optimus expected to reach a production capacity of 1 million units in three years and 10 million in four years [9] - Musk described Optimus as a "money-making perpetual motion machine," asserting that without breakthrough innovations, the U.S. will fall behind China in AI, electric vehicles, and humanoid robot manufacturing [9] Group 9: AI Growth Projections - ARK Invest forecasts that global GDP growth will exceed 7% by 2030, driven by the integration of five technologies, with a bullish Bitcoin price target of $1.5 million by 2030 [12] - The differentiated development of AI between China and the U.S. sees China breaking through with an open-source approach, while the U.S. leads in application-level global competitiveness, with proprietary data being a decisive advantage in the AI era [12] - Tesla is positioned to lead the Robotaxis market through vertical integration, with future travel costs potentially dropping to $0.20 per mile, and a market capitalization of a trillion dollars by 2030 is anticipated [12]
Waymo联手DeepMind打造世界模型:基于Genie 3,让自动驾驶「脑补」罕见场景
机器之心· 2026-02-07 07:00
Core Insights - Waymo has launched the Waymo World Model, a new standard in large-scale, hyper-realistic autonomous driving simulation, built on DeepMind's Genie 3 [1][4] - The model can generate highly realistic and interactive 3D environments tailored for the strict requirements of autonomous driving [4][8] - Waymo Driver has completed nearly 200 million miles of fully autonomous driving, enhancing road safety through extensive virtual world training [4][28] Group 1: Model Capabilities - Waymo World Model leverages Genie 3's extensive world knowledge to simulate rare events that are difficult to replicate in real life, such as tornadoes and encounters with elephants [4][9] - The model supports high-fidelity, multi-sensor data generation, including camera images and LiDAR point clouds, providing a comprehensive training and testing environment for autonomous systems [4][8] - The simulation allows for real-time adjustments through simple language prompts, driving inputs, or scene layouts, enhancing the model's adaptability [4][11][16] Group 2: Simulation Control Mechanisms - The model features three main control mechanisms: driving behavior control, scene layout control, and language control, enabling the simulation of various driving scenarios [11][13][16] - Driving behavior control allows for the simulation of counterfactual events, assessing how the Waymo Driver would respond under specific conditions [11] - Scene layout control enables customization of road layouts and traffic signals, while language control provides flexibility in adjusting time of day and weather conditions [13][16] Group 3: Realism and Accuracy - Waymo World Model can convert real-world videos into multi-modal simulations, achieving high levels of realism and factual accuracy [22] - The model's efficient variants allow for long-duration simulations while maintaining high fidelity, supporting large-scale testing [24] - By simulating rare scenarios, Waymo Driver prepares for complex driving situations, setting a higher safety benchmark for autonomous systems [28]
1111亿!自动驾驶史上最大融资诞生
创业邦· 2026-02-04 10:15
以下文章来源于车东西 ,作者迩言 车东西 . 未来汽车看车东西!智能汽车产业专业新媒体车东西专注智能汽车产业创新,重点关注自动驾驶、智能 座舱、整车创新等;用专业视角,大众认知传播智能汽车新技术新体验。 来源丨车东西(ID: chedongxi) 作者 | 郭月 编辑 | 志豪 Waymo拿下全球自动驾驶领域史上最大一笔融资! 2月3日,Waymo官宣完成了160亿美元(约合人民币1111亿元)的融资,公司投后估值达到1260 亿美元(约合人民币8753亿元)。 Waymo正在接送乘客 2025年,Waymo年订单量增长了超两倍,达到1500万次,迄今为止累计订单量已超过2000万次, 为2026年将在包括东京和伦敦在内的20多个城市开展网约车业务奠定了基础。 Waymo方面还表示,这笔资金注入将帮助其加快向前发展,当前重点是全球扩张,今年会将Waymo Driver带到全球更多城市。 Waymo官宣完成千亿融资 本次融资的投资方阵容庞大,除了母公司Alphabet(谷歌母公司)外,本轮融资由Dragoneer Investment Group、DST Global和Sequoia Capital领投,And ...
Alphabet’s Waymo secures $16bn funding at $126bn valuation
Yahoo Finance· 2026-02-03 16:52
Waymo has completed a $16bn financing round that values the autonomous driving company at $126bn on a post-money basis. The investment was led by Dragoneer Investment Group, DST Global and Sequoia Capital. Its parent Alphabet remains the largest shareholder, while Andreessen Horowitz and Mubadala Capital also participated. Other backers included Bessemer Venture Partners, Silver Lake, Tiger Global, T Rowe Price, BDT & MSD Partners, CapitalG, Fidelity Management & Research Company, GV, Kleiner Perkins, ...
Waymo raises $16B in major funding round
Yahoo Finance· 2026-02-03 12:53
This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Dive Brief: Robotaxi operator Waymo has closed on a $16 billion funding round, bringing its post-money valuation to $126 billion, the company announced in a blog post Monday. The funding round was led by Dragoneer Investment Group, DST Global and Sequoia Capital, but also included significant funding from existing investors Andreessen Horowitz, Mubadala Capital, Besseme ...
1111亿,自动驾驶史上最大融资诞生
3 6 Ke· 2026-02-03 04:11
Waymo拿下全球自动驾驶领域史上最大一笔融资! 车东西2月3日消息,就在今天,Waymo官宣完成了160亿美元(约合人民币1111亿元)的融资,公司投后估值达到1260亿美元(约合人民币8753亿元)。 | TEKEDRA MAWAKANA AND DMITRI | FEBRUARY | | --- | --- | | DOLGOV, WAYMO CO-CEOS | 2. 2026 | Waymo官宣完成千亿融资 | More cities. | | --- | | More riders. | | World-class investors. | | W | 本次融资的投资方阵容庞大,除了母公司Alphabet(谷歌母公司)外,本轮融资由Dragoneer Investment Group、DST Global和Sequoia Capital领投, Andreessen Horowitz、Mubadala Capital、Bessemer Venture Partners、Silver Lake、Tiger Global和T. Rowe Price等机构也进行了重要投资。 其他投资者还包括BDT&MSD ...
日经BP精选:Waymo新款自动驾驶出租车采用极氪的车辆
日经中文网· 2026-02-03 02:53
Waymo首次展出的新一代车型"Waymo Ojai" (图片来源:日经XTECH) 日经中文网"开设了"日经BP精选"栏目。日经BP是日本经济新闻社媒体集团的一员,成立于1969年。作 为日本领先的B2B媒体公司,聚焦经营管理、专业技术及生活时尚三大主要领域。敬请读者关注。 以下文章来源于日经BP ,作者日经BP 日经BP . 日经BP成立于1969年4月, 隶属于日本经济新闻社集团。作为日本领先的B2B媒体公司,我们聚焦"经营 管理"、"专业技术"及"生活时尚"三大主要领域,满足客户多元化的需求。 编者荐语: 美国Alphabet旗下的Waymo将为自动驾驶出租车追加新一代车型。新车型"Waymo Ojai"属于纯电动 MPV,在把摄像头数量控制在原来一半以下的同时实现了高度自动驾驶。投放新车型将推动自动驾驶 出租车业务扩大。 Waymo在2026年1月6日在美国内华达州拉斯维加斯开幕的世界最大级技术展会"CES 2026"上首次展出 了Ojai。其基础是中国浙江吉利控股集团旗下的高端纯电动汽车(EV)品牌极氪(Zeekr)的车辆。双 方于2021年展开合作,2025年5月宣布以极氪的新车型为基础,在美国 ...
Waymo宣布完成160亿美元融资
Huan Qiu Wang Zi Xun· 2026-02-03 02:39
Waymo联合首席执行官Tekedra Mawakana和Dmitri Dolgov强调,此次融资"以安全性为基石"。据Waymo 披露,其自动驾驶系统Waymo Driver在统计数据上的安全性已优于人类驾驶。两位CEO表示:"我们已 从概念验证阶段迈向商业化规模化,新资金将助力公司以'前所未有的速度'发展,同时保持行业领先的 安全标准。" 作为Alphabet旗下独立子公司,Waymo的融资历程始终与母公司战略深度绑定。此次160亿美元融资 中,Alphabet的出资比例未公开,但业内普遍认为其仍是最大投资方。分析指出,Alphabet通过持续注 资,既为Waymo提供了稳定的资金保障,也避免了外部资本干预技术路线,确保其专注于长期目标。 据报道,本轮融资是Waymo自独立运营以来规模最大的一笔资金注入,也是Alphabet持续加码自动驾驶 赛道的最新动作。2024年10月,Waymo在C轮融资中筹集56亿美元,估值达450亿美元,同时获得 Alphabet承诺的50亿美元多年期投资。此次160亿美元融资后,Waymo估值较上一轮增长180%,较2023 年初的约300亿美元翻三倍以上。 来源:环球网 【 ...
Waymo announces $16 billion fundraising round
CNBC· 2026-02-02 22:32
Alphabet's self-driving car unit Waymo on Monday said it raised a $16 billion funding round that values the company at $126 billion "post-money."The new valuation is more than double from Waymo's last funding. That was a series C round of $5.6 billion at a $45 billion valuation, which closed in October 2024. Alphabet committed $5 billion in a multiyear investment to Waymo at the time."​​This milestone is built on a foundation of safety that is now statistically superior to human driving," Waymo co-CEOs Teke ...
Waymo Opens Up Airport Service in San Francisco. Everything to Know About the Robotaxi
CNET· 2026-01-29 21:10
Self-driving cars are slowly becoming less sci-fi and more real-world as companies like Waymo, the autonomous arm of Google's parent, Alphabet, expand into more areas. On Thursday, the company opened up fully autonomous rides to San Francisco International Airport (SFO), starting with a select group of riders before expanding to the general public over the coming months. To start, pick-ups and drop-offs will take place at the SFO Rental Car Center, which riders can access from the airport via the AirTrain. ...