Chubby♨️@kimmonismus · 5月6日76

Major leaks about the new OpenAI Phone: -OpenAI is reportedly accelerating development of its first AI agent phone, with mass production potentially starting in the first half of 2027. -One possible reason is strategic timing: the device could support a stronger IPO narrative by year-end, positioning OpenAI not just as a model company, but as a consumer hardware platform. -Competition in AI-native smartphones / agent phones appears to be heating up, increasing pressure to move faster. -MediaTek currently looks best positioned to become the sole processor supplier. -The phone is expected to use a customized Dimensity 9600, manufactured on TSMC’s N2P process node in the second half of 2026. -The most important hardware spec may not be raw compute, but the ISP, with an enhanced HDR pipeline designed to improve real-world visual sensing for AI agents. -Other expected specs include: Dual-NPU architecture for heterogeneous AI workloads LPDDR6 + UFS 5.0 to reduce memory and storage bottlenecks pKVM + inline hashing for stronger security If development remains on schedule, total shipments across 2027–2028 could reach around 30 million units.

译据报道，OpenAI正加速其首款AI智能体手机的开发，目标在2027年上半年量产。此举可能旨在强化其年底IPO的叙事，并将自身定位拓展至消费硬件平台。联发科有望成为独家处理器供应商，提供基于台积电N2P制程定制的天玑9600。关键硬件规格包括增强HDR管线的图像信号处理器，以提升AI视觉感知能力，以及双NPU架构、LPDDR6与UFS 5.0等。若按计划推进，2027至2028年总出货量可能达到约3000万台。

ginobefun@hongming731 · 5月6日63

#BestBlogs 每日早报 2026-05-06 核心主题：GPT-5.5 Instant / AI 代码审查瓶颈 / Wilkinson 自治 CEO / Agent Harness / Stripe Proto Dash

宝玉@dotey · 5月6日72

加密货币交易所 Coinbase 今天宣布裁员约 14%，约 700 名员工受影响。CEO Brian Armstrong 给出了两个理由：加密货币市场进入下行周期，以及 AI 正在改变公司的运作方式。 第一个理由有数据支撑。Coinbase 2025 年第四季度营收同比下降 21.6%，净亏损 6.67 亿美元；比特币也从去年 10 月 12.6 万美元的高点跌去三分之一。两天后，公司将公布 2026 年一季度财报。 第二个理由是 AI。Armstrong 在内部信里说，AI 让工程师几天就能交付过去需要团队几周完成的活，非技术团队现在也开始写生产代码。他还给出了一个进度指标：去年 10 月公司日常代码里有 40% 由 AI 生成，他想把这个比例推到 50% 以上。 伴随裁员的是一次组织重构。CEO 和 COO 之下的管理层级被压到最多 5 层，每个管理者可能要带 15 个以上的直接下属。所有管理者都必须同时是一线贡献者，不能只做纯管理。最激进的设计叫AI 原生小组,里面甚至会出现单人团队——一个人同时承担工程师、设计师和产品经理的角色，靠调度大量 AI agent 完成工作。 补偿方面，美国员工至少能拿到 16 周基础工资，每多工作一年加 2 周，外加下一次股权解锁和 6 个月医保延续。Coinbase 预计相关重组支出在 5000 万到 6000 万美元之间。 这不是 Coinbase 第一次大裁员。2022 年加密寒冬时它砍掉了 18% 的员工。但这次的同行名单更长——Block 裁了将近一半，http://Crypto.com 砍了 12%，Algorand 砍了 25%，Gemini 也在缩编，理由几乎都是同一套组合：行情不好加上 AI 提效。 Mizuho 证券分析师 Dan Dolev 给彭博的解读更直接：加密寒冬可能才是大部分裁员的真正原因，AI 只是一个方便的借口。 宣布裁员 14% 当天，Coinbase 股价盘前反而上涨 4%。

译加密货币交易所 Coinbase 宣布裁员约 14%，涉及 700 名员工。CEO Brian Armstrong 解释原因包括加密货币市场下行及 AI 技术深刻改变公司运营。AI 已提升工程师效率，并使非技术团队能编写生产代码，公司目标是将 AI 生成代码比例从 40% 提至 50% 以上。同时，公司进行组织重构，管理层级压缩至最多 5 层，并试验“AI 原生小组”等新模式。尽管同行也出现类似裁员，但有分析师认为加密市场寒冬才是主因。消息公布后，公司股价盘前上涨 4%。

Rohan Paul@rohanpaul_ai · 5月6日71

Anthropic just committed $ 200B to Google Cloud and Google’s TPU chips - per The information, Reuters Turning Claude’s growth into one of the largest cloud infrastructure bets in AI. Anthropic is not just buying servers, but reserving future compute, the scarce mix of chips, power, networking, and data-center space needed to train and serve frontier models. The reported 5-year commitment may represent more than 40% of Google’s recently disclosed revenue backlog, which means a single AI lab could be a major piece of Google Cloud’s future contracted sales. The deeper story is dependency, because Anthropic now spreads Claude across Google TPUs, Amazon Trainium, and Nvidia GPUs to avoid being trapped by one chip supplier or one cloud. --- reuters .com/business/anthropic-commits-spending-200-billion-googles-cloud-chips-information-reports-2026-05-05/

译人工智能公司Anthropic与谷歌云达成一项价值约2000亿美元的多年期承诺，用于购买云计算服务和TPU芯片。此举不仅是购买服务器，更是对未来训练和部署前沿模型所必需的稀缺计算资源（包括芯片、电力、网络和数据中心空间）的长期储备。据报道，此项承诺可能占谷歌云近期披露收入积压的40%以上，意味着单一AI实验室已成为其未来合同销售的重要部分。其深层战略在于分散依赖，Anthropic将Claude的算力分布在谷歌TPU、亚马逊Trainium和英伟达GPU上，以避免受限于单一供应商。

DogeDesigner@cb_doge · 5月6日55

NEWS: xAI, Google and Microsoft have pledged to grant the U.S. government early access to their latest AI models for preliminary national security risk assessments. They are collaborating with CAISI on early evaluations of advanced models before public release. Over 40 assessments already completed focusing on capabilities and security risks.

译新闻：xAI、谷歌和微软已承诺向美国政府提供其最新AI模型的早期访问权限，用于初步的国家安全风险评估。 他们正与CAISI合作，在公开发布前对先进模型进行早期评估。已完成40多项评估，重点关注能力和安全风险。

Replit ⠕@Replit · 5月6日47

Something big is coming to Bengaluru on May 9th. 🚀 Replit is proud to power AI Buildcon 2026, Airtribe's flagship AI conference and the largest of its kind in India. Over 1,000 builders, founders, and product leaders. One city. One day. One stage. India's builder community is one of the most driven in the world. The speed, the ambition, the hunger to ship real products. We're showing up because that energy deserves real support. This is where India's next wave of AI products gets built. We can't wait to be part of it. 📍 Bengaluru, India | May 9th | Grab your spot at http://www.aibuildcon.com

译Replit 宣布将作为核心技术伙伴，支持于5月9日在班加罗尔举行的AI Buildcon 2026大会。这是由Airtribe主办的旗舰AI会议，也是印度同类活动中规模最大的，预计将汇聚超过1000名开发者、创始人和产品负责人。Replit 认为印度的开发者社区是全球最具驱动力和雄心的群体之一，他们渴望打造真实产品，而此次活动正是印度下一波AI产品的诞生地。公司期待参与并支持这一充满能量的盛会。

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月6日79

It's SO fucked up that Brockman started a NONPROFIT, then converted it to a FOR-PROFIT (?!) and PERSONALLY extracted $29 billion Where's the outrage? A UCLA law expert called it "the theft of at least the millennium, and possibly all of human history." Dear journalists: raise hell over this. Stop obsessing over the petty drama between the billionaires involved instead of covering the staggering theft and holding the powerful accountable like old school investigative journalists would have. Make sure everyone knows. I don't always agree with @elonmusk but he's absolutely right about this one. That money doesn't belong to Brockman, it belongs to everyone.

译推文指控OpenAI联合创始人Greg Brockman和Sam Altman涉嫌严重的自我交易。两人作为非营利组织OpenAI的受托人，在未向董事会（包括Elon Musk）披露个人持股的情况下，自2017年起推动OpenAI与Cerebras达成总额超200亿美元的巨额合作与贷款，导致Cerebras估值飙升并筹备IPO，使他们个人获得巨大利益。法律专家称此举可能构成“千年乃至历史上最大的盗窃”。推文呼吁媒体应关注此重大利益冲突与权力滥用，而非创始人间的琐碎纠纷。

Rohan Paul@rohanpaul_ai · 5月6日63

Bloomberg: BlackRock CEO Larry Fink says compute power demand is so huge, that it could become a traded financial asset, with futures contracts letting investors bet on the future price of the machines that run AI. BlackRock is already placing that bet through data centers, energy deals, and partners like Microsoft, Nvidia, MGX, GIP, and EQT, because compute demand converts directly into demand for power, chips, servers, and real estate. Fink’s “no AI bubble” claim rests on supply shortage: he argues demand is rising faster than capacity, so prices stay supported because companies cannot get enough compute even when they are willing to pay. --- bloomberg .com/news/articles/2026-05-05/larry-fink-predicts-birth-of-futures-market-for-computing-power

译贝莱德CEO拉里·芬克指出，AI驱动的算力需求极其庞大，未来可能形成算力期货市场，使其成为可交易的金融资产。基于这一判断，贝莱德已通过投资数据中心、能源交易及与微软、英伟达等科技巨头合作进行布局，将算力需求转化为对电力、芯片等基础设施的投资。芬克否认AI存在泡沫，其核心论据是供应持续短缺——需求增速远超产能扩张，即使企业愿意高价支付也难以获得足够算力，从而对价格构成支撑。

Rohan Paul@rohanpaul_ai · 5月6日68

Coinbase is cutting ~14% of its workforce and testing one-person product teams that combine engineering, design, and product work around AI agents. Brian Armstrong’s explains how that AI has changed the smallest useful unit of software work from a team to a single high-context operator who can write code, shape the product, design flows, and delegate repetitive work to agent fleets. The old product pod split judgment across roles because code, design, user tradeoffs, and execution each took different skills and time. The new proposal says AI compresses some of that work, so fewer people can ship more, managers must also build, and Coinbase will cut layers to 5 levels below the CEO and COO.

译Coinbase宣布裁员约14%，并进行根本性运营变革。CEO指出，市场波动与AI技术深刻改变了工作方式，使最小有效工作单元从团队压缩为单人。公司正推动组织架构扁平化，将管理层级压缩至CEO/COO以下最多5层，取消纯管理岗位，并要求所有领导者同时是一线贡献者。同时，公司将围绕能管理AI智能体集群的人才重组团队，并测试融合工程、设计和产品职能的“一人团队”模式，旨在构建更精简、快速、AI原生的组织以应对未来挑战。

Chubby♨️@kimmonismus · 5月6日75

Meta is building an agentic tools for its more than 3bn users, according to people familiar with the matter, including an advanced digital assistant which will be powered by its new Muse Spark AI model. >Another insider said the goal was to develop a product similar to OpenClaw Via FT

译Meta正在为其超过30亿用户构建代理工具，据知情人士透露，其中包括一款由其新型Muse Spark AI模型驱动的先进数字助手。 >另一位内部人士表示，其目标是开发一款类似于OpenClaw的产品 Via FT

Google Gemini@GeminiApp · 5月6日25

The Gemini Paddock this past weekend was a blast. @McLarenF1 classic cars, custom helmets, the Gemini photobooth, and unrivaled energy. Thank you, Papaya Army. 🧡 #McLarenRacingLive

译上周末的Gemini Paddock真是精彩绝伦。@McLarenF1经典赛车、定制头盔、Gemini照相亭，还有无与伦比的热情。谢谢你们，Papaya Army。🧡 #McLarenRacingLive

Chubby♨️@kimmonismus · 5月6日52

Anthropic’s Boris Cherny: - Internally, they use the same models as everyone else + a bit Claude Mythos, mainly Opus 4.7 - A toned-down version of Claude Mythos will be released in the foreseeable future (but that was to be expected).

译Anthropic 的 Boris Cherny： - 内部他们使用与其他人相同的模型 + 一点 Claude Mythos，主要是 Opus 4.7 - Claude Mythos 的精简版本将在可预见的未来发布（但这在预料之中）。

Fei-Fei Li@drfeifei · 5月6日61

So proud of you guys @_amirabs @sadeghian_ali ; it's been wonderful working with you guys, and seeing the progress of @PlayAstrocade !🚀

译游戏创作平台Astrocade宣布完成5600万美元融资，B轮由红杉资本领投，A轮由Sea领投。该平台旨在利用AI技术降低游戏创作门槛，让用户能够轻松创建游戏、与朋友游玩并向数百万人分享作品。其核心理念并非取代创造力，而是为更多人提供工具，使其能将个人品味、幽默感、故事和技艺融入游戏创作中，推动互动娱乐进入新纪元。

Chubby♨️@kimmonismus · 5月6日82

Coinbise is laying off 14% of its workforce. One of the main reasons: AI.

译Coinbase宣布裁员约14%，CEO Brian Armstrong指出裁员源于市场周期与AI变革的双重压力。公司需在加密市场低迷期调整成本，同时拥抱AI提升效率：AI已让工程师几天完成以前数周工作，非技术团队也能编码。为此，Coinbase将转型为“AI原生”组织，压缩管理层至最多5级，取消纯管理岗位，组建小型高协同团队，并尝试“一人团队”模式。此次重组旨在构建更精简、敏捷的AI核心运营模式。

TestingCatalog News 🗞@testingcatalog · 5月5日57

GOOGLE 👀: Gemini 3.2 Flash became available on the Gemini app for a short time for some users. So far we have: - Gemini 3.2 Flash flashing on Gemini - Updated Gemini 3 Flash models on LM Arena in testing - Deprecation notice for Gemini 2 Flash on Vertex AI, promising upcoming Flash GA update - Google I/O coming on May 19, rumored to arrive with a Gemini 3.5 announcement Flash is flashing! ⚡⚡⚡

译GOOGLE 👀：Gemini 3.2 Flash 曾短暂地在部分用户的 Gemini 应用中可用。 截至目前我们已有： - Gemini 3.2 Flash 在 Gemini 上闪现 - 测试中的 LM Arena 上已更新 Gemini 3 Flash 模型 - Vertex AI 上发布 Gemini 2 Flash 的弃用通知，承诺即将推出 Flash 正式发布更新 - Google I/O 将于 5 月 19 日举行，传闻将伴随 Gemini 3.5 的发布 Flash正在闪现！⚡⚡⚡

Epoch AI@EpochAIResearch · 5月5日44

Join us for in-person workshops to develop problems for FrontierMath: Open Problems! We are seeking highly interesting unsolved problems from research mathematics whose solutions can be verified programmatically. These are hard to find. Come take a crack at it! Link below.

译加入我们的现场研讨会，共同为FrontierMath：开放性问题集开发题目！ 我们正在寻找研究数学中极具趣味性、且可通过程序化验证解决方案的未解难题。这类问题非常难得。快来一展身手吧！链接如下。

Berryxia.AI@berryxia · 5月5日68

手机内卷到AI届？而且竟然非主流芯片厂商拿到AI巨头的订单？ OpenAI 终于不满足于只卖模型了，他们要直接造手机，而且是专为 AI Agent 量身打造的硬件底座。 最新产业调查更新：OpenAI 正加速首款 AI Agent 手机开发，最快 2027 上半年量产。背后动机可能包括年底 IPO 叙事 + AI Agent 手机竞争白热化。 供应链细节已经清晰： - 联发科大概率独家拿下处理器订单，基于天玑 9600 的客製版本 - 台积电 N2P 工艺在 2026 下半年投产 - 规格焦点是强化 ISP 实现高动态范围真实世界视觉感知 - 双 NPU 架构做 AI 算力分层 - LPDDR6 + UFS 5.0 彻底缓解记忆体瓶颈 - pKVM + inline hashing 强化安全性 若开发顺利，2027-2028 年预计出货约 3000 万台。 这不是又一款“带 AI 的手机”，而是第一次把 Agent 能力从 App 层直接推到系统层，让手机真正成为可感知、可决策、可长期执行的随身 Agent 底座。 当 OpenAI 从云端模型玩家变成硬件玩家，手机行业的下一场战争，才真正开始了。 你觉得 OpenAI 这款 AI Agent 手机，会把整个行业卷成什么样？

译OpenAI正加速开发其首款AI Agent手机，预计2027年上半年量产。该手机将AI Agent能力深度集成至系统层，使其成为可感知、决策与执行的随身智能底座。供应链方面，联发科独家提供基于天玑9600的定制处理器，采用台积电N2P工艺，并配备强化ISP、双NPU、LPDDR6内存及UFS 5.0存储等硬件。预计2027-2028年出货量约3000万台。此举标志OpenAI从软件模型商转向硬件领域，可能引发手机行业新一轮竞争。

Runway@runwayml · 5月5日38

Join the Runway team in Denver on June 4th at our annual CVPR Friends Dinner for conversation, cocktails and bites. RSVP at the link below.

译加入Runway团队，于6月4日在丹佛参加我们年度CVPR朋友晚宴，畅谈、享用鸡尾酒和小食。 请通过下方链接回复参与。

Rohan Paul@rohanpaul_ai · 5月5日70

Google, Microsoft and xAI just agreed to let the U.S. government test early frontier AI models before the public can use them. The testing will be run by CAISI, a Commerce Department group that checks what advanced models can do and where they may create security risk. The unusual part is that the companies will share versions with reduced or removed guardrails, which lets testers see the model’s raw ability instead of only its polished public behavior. Becasue, a national security test asks whether the model can help with cyber intrusion, malware planning, or other high-risk tasks when its filters are weakened. CAISI has already completed more than 40 evaluations, including tests on models that have not been released. OpenAI and Anthropic made similar agreements in 2024, so the new deal pulls Google, Microsoft and xAI into the same pre-release testing lane. --- wsj .com/tech/ai/google-microsoft-and-xai-agree-to-share-early-ai-models-with-u-s-f95a88d1

译谷歌、微软和xAI已同意在美国商务部机构CAISI的测试下，提前评估其前沿AI模型。测试的特殊之处在于，公司将提供降低或移除安全护栏的模型版本，以便评估其在协助网络入侵、恶意软件规划等高危任务上的原始能力与风险。此前，OpenAI和Anthropic已于2024年达成类似协议。此举背景是白宫正考虑建立针对主要AI模型的政府审查流程，审查重点是其网络能力——即发现和利用软件漏洞以改变现实安全风险的水平。政策转向的触发点是Anthropic的Mythos模型，该公司认为该模型在发现安全漏洞方面能力过强，广泛发布风险过高。

Chubby♨️@kimmonismus · 5月5日63

Google, Microsoft and xAI have agreed to give the U.S. Commerce Department early access to unreleased AI models so the government can evaluate their capabilities and security before public launch.

译Google、Microsoft和xAI已同意向美国商务部提前提供未发布的AI模型，以便政府在公开发布前评估其能力和安全性。

Chubby♨️@kimmonismus · 5月5日57

Gemini 3.2 spotted in Gemini! If we already receive Gemini 3.2 Flash now, the major release will probably be reserved for I/O. h/t @Waguri_Kaoruko8 for finding

译Gemini 中发现了 Gemini 3.2！ 如果我们现在就能收到 Gemini 3.2 Flash，那么主要版本可能会留到 I/O 大会发布。 感谢 @Waguri_Kaoruko8 的发现。

Peter Steinberger 🦞@steipete · 5月5日39

It's been quite a week. Good stuff is coming though. I hired a team! https://openclaw.ai/blog/openclaw-rough-week

译这是相当不平凡的一周。不过好消息即将到来。我组建了一个团队！https://openclaw.ai/blog/openclaw-rough-week

SenseTime@SenseTime_AI · 5月5日34

Through 𝗣𝘂𝗯𝗹𝗶𝘀𝗵𝗶𝗻𝗴 𝟯.𝟬+, we have applied our #MultimodalModel to help publishers in Hong Kong and the Chinese Mainland transform content into multilingual #eBooks and #audiobooks. This initiative supports publishers in reaching international markets and unlocks new opportunities for #IP commercialization. At a recent Sharing Session, Lewis Fung, Managing Director of SenseTime Hong Kong and Macau, outlined how we have leveraged #AI over the past year to streamline publishing workflows and improve #translation quality. He noted: “SenseTime is proud to support Publishing 3.0+, which helps Hong Kong connect #culture, #technology, and global markets, strengthening its role as an international hub for IP trading and cultural exchange.” Hong Kong is home to SenseTime’s headquarters and its key R&D centre. We are committed to leveraging its internationalization advantages to empower industries to thrive.

译商汤通过Publishing 3.0+计划，将其多模态模型应用于香港及内地出版业，协助将内容转化为多语种电子书和有声书，以开拓国际市场并挖掘IP商业化新机遇。商汤香港及澳门总经理冯建华指出，过去一年已利用AI技术优化出版流程并提升翻译质量。他强调，该计划有助于香港连接文化、科技与全球市场，巩固其作为IP贸易和文化交流国际枢纽的地位。商汤总部及研发中心位于香港，致力于利用其国际化优势赋能产业发展。

Chubby♨️@kimmonismus · 5月5日47

For everyone who applied to the GPT-5.5 party but didn’t get a spot, OpenAI is 10x codex the rates until June.

译对于所有申请了GPT-5.5派对但未获得名额的人，OpenAI在六月前将Codex的使用费率降低至十分之一。 [引用 @sama]：我们将为所有申请了GPT-5.5派对但未能容纳的参与者准备一份心意。希望你们喜欢！

Chubby♨️@kimmonismus · 5月5日57

New ChatGPT Voice mode pretty much confirmed. And im really excited for it.

译新的 ChatGPT 语音模式基本确认了。 我对此感到非常兴奋。

Alibaba Cloud@alibaba_cloud · 5月5日49

Tired of AI videos that glitch, shift, and look like a mess? You’ve seen the hype, but you know the struggle: inconsistent characters, lost details, and render times that kill your productivity. Happy Horse 1.0 isn't "just another AI tool." It’s a production-first engine built to solve the problems that actually matter to creatives: ✨ Pixel-Perfect Consistency: No more morphing. Keep your characters and assets stable from frame 1 to the end. ✨ Enterprise-Grade Efficiency: Optimized for quality, speed and cost. Join us for the HappyHorse 1.0 Masterclass. We’re showing you exactly how to take your AI video workflow from "experimental" to "professional." 📅 15 May 2026 (Friday) | 3:00 - 5:30 PM 📍 27/F, Times Square, Causeway Bay, HK 🔗 Register now: https://luma.com/ew5g3w9x #HappyHorse #AlibabaCloud #CreativeProfessional #AIMasterclass #AIVideo

译针对当前AI生成视频普遍存在的画面闪烁、角色不一致、细节丢失及渲染耗时等问题，Happy Horse 1.0定位为“制作优先”的引擎，旨在为创作者提供解决方案。其核心特性包括确保角色与资产从始至终保持稳定的“像素级一致性”，以及兼顾质量、速度与成本的“企业级效率”。官方将于2026年5月15日在香港举办大师班，演示如何将AI视频工作流从“实验性”提升至“专业级”。

凡人小北@frxiaobei · 5月5日61

关于豆包开始收费： 1. 成本结构变了，每一次调用都是算力消耗，用得越多成本越高，过去规模上去边际成本基本可忽略，现在不灵了。 2. 数据价值在迁移，简单问答对新范式下的模型价值消失，任务执行和 Agent 更重要。 3. 收费是在筛人，偶尔用的和拿来干活的，要被区分，体现在第 2 点。 4. 产品方向都在往能干活收敛，这才是未来，比画张图做个视频更有长期价值，前者是工具，后者是智能。 更现实一点： 国内用户对免费这件事的预期，是过去一整代互联网路径塑造出来的。 平台用免费换规模，也顺带把这种习惯养出来了。 所以现在开始收费，被吐槽其实也很正常。这部分成本本来就应该由平台自己承担。 但如果要走向生产力阶段，用户的付费习惯迟早要被建立。

译豆包开始收费主要源于AI服务成本结构变化，每次调用都产生算力成本，规模效应难以抵消。更深层原因是数据价值迁移，简单问答对新一代模型价值减弱，任务执行和Agent能力成为核心。收费旨在区分偶尔使用与用于实际生产的用户，引导产品向“能干活”的生产力工具收敛。国内用户的免费预期由过去互联网模式塑造，但AI要迈向生产力阶段，建立用户付费习惯是必然趋势。

Chubby♨️@kimmonismus · 5月5日45

This is one of the coolest things ive seen in a while: MIT Hackathon Team Builds A Wearable AI System That Can Guide Your Physical Movements

译这是我最近见过最酷的事情之一： MIT Hackathon Team Builds A Wearable AI System That Can Guide Your Physical Movements

DogeDesigner@cb_doge · 5月5日77

How Sam Altman & Greg Brockman betrayed Elon Musk? Back in 2017, Brockman secretly bought his own shares in Cerebras. Sam Altman invested in it separately. Brockman then pushed OpenAI to merge with Cerebras… but never told Elon he personally owned part of the company. In late 2025, OpenAI agreed to pay Cerebras about 10 billion dollars and also gave them a 1 billion dollar loan. By early 2026, because OpenAI was pouring so much money their way, Cerebras’ value jumped three times higher, from 8 billion to 23 billion dollars. In April 2026, OpenAI locked in even more spending, over 20 billion dollars total spread out until 2029. That same month, Cerebras announced they’re going public at a value close to 27 billion dollars. Today under oath, Brockman admitted he was an owner during the talks… but said he sent zero emails, texts, or chats telling Elon. OpenAI is supposed to be a non-profit charity. These two were its leaders and were supposed to protect it. Instead, they secretly made themselves rich. This is straight-up self-dealing. Elon Musk built OpenAI to help humanity. Altman and Brockman turned it into their personal ATM. Elon was right all along. The truth is finally out!

译推文指控萨姆·奥特曼和格雷格·布罗克曼在OpenAI非营利架构下进行自我交易。2017年，布罗克曼秘密持有Cerebras股份，并同期推动OpenAI与之合并，却未向埃隆·马斯克披露个人利益。2025年末至2026年，OpenAI与Cerebras签署了总额超200亿美元的合作协议并提供贷款，直接助推Cerebras估值从80亿飙升至近270亿美元。布罗克曼在宣誓证词中承认交易讨论期间自己是Cerebras投资者，但无法提供任何向马斯克披露此利益的邮件、聊天或文字记录。此举涉嫌违反加州慈善信托法，将本为造福人类的非营利组织变为个人牟利工具。

Sam Altman@sama · 5月5日18

we love you too!

译我们也爱你们！ [引用 @aravhawk]：WHAT THE HELL I LOVE YOU @OpenAIDevs 10X RATE LIMITS ON CODEX IS FRICKING CRAZYYYYYYYY

ginobefun@hongming731 · 5月5日46

#BestBlogs 早报 2026-05-05 今日主题： - Anthropic Claude Code 的创建者 Boris Cherny 在红杉资本宣告编程已被解决，软件创作正交给 Agent。 - OpenAI 罕见公开 9 亿周活语音背后的 WebRTC Relay 重构。 - Daniel Miessler 戳破企业用 AI 失败的真正原因是公司自己讲不清要什么。 今天还能看到 Supabase Skills、规范驱动开发与 DeepSeek-TUI 三组工程实践，以及一篇关于 AI 学会欣赏美的科幻短篇。

译本期早报聚焦AI对软件开发的变革。Anthropic Claude Code创始人宣称“编程已被解决”，软件创作将交由AI Agent。OpenAI罕见公开其支撑9亿周活语音服务的WebRTC Relay重构技术细节。同时有观点指出，企业应用AI失败的核心原因在于自身无法清晰定义需求。此外，内容还涵盖了Supabase Skills、规范驱动开发等工程实践与一篇AI主题科幻短篇。

Artificial Analysis@ArtificialAnlys · 5月5日14

Artificial Analysis is presenting at @nvidia's Speech AI meetup this Thursday in SF Joining us are other great Speech AI community members including @pipecat_ai, @ServiceNow, and @GradiumAI. Come say hi! https://luma.com/SpeechAImeetup?tk=gndhHQ

译Artificial Analysis 将于本周四在旧金山参加 @nvidia 的 Speech AI 交流会 其他优秀的 Speech AI 社区成员也将加入我们，包括 @pipecat_ai、@ServiceNow 和 @GradiumAI。来打个招呼吧！ https://luma.com/SpeechAImeetup?tk=gndhHQ

Chubby♨️@kimmonismus · 5月5日61

Anthropic is launching a new AI services company with Blackstone, Hellman & Friedman, and Goldman Sachs to help mid-sized businesses integrate Claude into core operations

译Anthropic 正与 Blackstone、Hellman & Friedman 以及 Goldman Sachs 共同成立一家新的 AI 服务公司，旨在帮助中型企业将 Claude 整合到核心业务中

Replit ⠕@Replit · 5月5日34

Now it's time to really execute. Episode 2 is coming. Two builders, two wildly different bets. One building AI voice tools from a farm. The other turning bartending gigs into a career engine. Who hits revenue first? Race To Revenue out Wednesday. Don't miss it.

译现在才是真正开始执行的时候。 第二集即将上线。两位创业者，两种截然不同的赌注。一位在农场里开发AI语音工具。另一位将调酒兼职转变为职业引擎。谁将率先实现营收？ 《营收竞速》周三上线。敬请关注。

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月5日21

I should start a nonprofit

译我应该创办一个非营利组织

PixVerse@PixVerse_ · 5月5日30

Capybara soccer GOATS! 😍So fun, @FotachuARGUY Keep it up!

译水豚足球巨星！😍太有趣了，@FotachuARGUY 继续保持！

Google Gemini@GeminiApp · 5月5日45

Help us build the I/O countdown! Using Gemini Canvas, vibe code your most creative idea and send it to us by May 6th at the link below. Game? Fluid simulator? Playable synthesizer? The only rule is it has to feature a large number between 1 and 10. The most interesting creations will be featured on the big screen at Google I/O 2026! For more info and to submit your creation, head here: https://io.google/2026/codethecountdown Check the replies for some sample projects to get you started ⬇️

译帮助我们打造I/O倒计时！ 使用Gemini Canvas，用代码挥洒你最富创意的想法，并在5月6日前通过下方链接发送给我们。 游戏？流体模拟器？可演奏合成器？唯一的规则是必须包含一个1到10之间的大数字。 最有趣的创作将在Google I/O 2026的大屏幕上展示！ 获取更多信息并提交作品，请访问：https://io.google/2026/codethecountdown 查看回复中的示例项目以获取灵感⬇️

Berryxia.AI@berryxia · 5月5日29

Hey,Boys & Girls！ ❤️Mother's Day is coming — Instead of flowers, why not use AI to solve real mom struggles? Nori (world's first Family AI) just launched the “Mom Dreams It, We Create It with AI” Challenge. Turn mom's daily headaches (scheduling chaos, meal planning, shopping lists) into real AI tools — $1,000 prize up for grabs! Super simple to join. 🏃🏻‍♀️

译为庆祝母亲节，全球首个家庭AI——Nori发起了“妈妈梦想，我们用AI实现”挑战赛。该赛事鼓励参与者利用Nori AI，针对母亲们日常面临的实际痛点（如日程混乱、膳食计划、购物清单等）开发实用的AI工具。优胜者将由社区投票选出，并获得1000美元奖金。Nori AI旨在通过自然语言指令，一站式管理家庭日程、任务、膳食等繁杂事务。

Sam Altman@sama · 5月4日31

we are gonna do something nice for everyone who applied for the GPT-5.5 party and that we didn't have space for. hope you enjoy!

译我们将为所有申请参加GPT-5.5派对但因名额限制未能到场的朋友准备一份心意。希望你们喜欢！

Rohan Paul@rohanpaul_ai · 5月4日71

Bloomberg: OpenAI launches a $ 10Bn joint venture called “The Deployment Company” to help businesses use its AI. The new company, The Deployment Company, has raised more than $ 4B from 19 investors, including TPG, Brookfield, Advent, Bain, SoftBank, and Dragoneer. The basic bet is that AI adoption is no longer mainly a model-quality problem, because many companies already want AI but lack the teams, workflows, data access, security rules, and operating discipline to install it safely inside real business processes. Private equity firms are useful here because they control or advise large webs of companies, and the report says OpenAI’s partners can reach more than 2,000 portfolio companies and clients. That turns enterprise AI selling from one-company-at-a-time pitching into a routed distribution system, where OpenAI can package software, consulting, deployment playbooks, and sector-specific use cases across finance, healthcare, coding, operations, and support. The deeper technical point is that LLMs do not create value just by answering prompts, because they need to be connected to company data, permissions, tools, evaluation systems, and human review loops before they can affect revenue or cost. Anthropic also is building a similar PE-backed route for Claude, which suggests the next AI race may be less about demos and more about who can industrialize deployment fastest. --- bloomberg. com/news/articles/2026-05-04/openai-finalizes-10-billion-joint-venture-with-pe-firms-to-deploy-ai

译OpenAI成立了名为“部署公司”的百亿美元合资公司，筹集超40亿美元，旨在帮助企业克服AI部署障碍。核心观点是，当前企业采用AI的主要瓶颈已非模型质量，而是缺乏整合团队、工作流程、数据访问和安全规则的能力。该公司通过联合TPG、Brookfield等私募股权投资者，打包软件、咨询和部署方案，直接触达超2000家投资组合公司，实现规模化分发。同时，Anthropic也正与Blackstone、Goldman Sachs等华尔街机构组建类似合资公司，为私募股权支持的企业部署Claude并重建工作流程。这标志着AI实验室的竞争焦点正从模型性能演示转向工业化部署速度与路径控制的争夺。