1X@1x_tech · 4月30日24

Building Your NEO

译构建你的NEO

DogeDesigner@cb_doge · 4月30日32

My son had documents against OpenAI. They attacked him and killed him. 一 Mother of Suchir Balaji, OpenAI Whistleblower.

译我的儿子掌握着针对OpenAI的文件。他们攻击了他并杀害了他。 —— OpenAI举报人Suchir Balaji的母亲。

Chubby♨️@kimmonismus · 4月30日76

For the first time ever, Meta lost daily active users. The "Family daily active people" metric dropped by 20 million in Q1 2026, falling from 3.58b to 3.56b. Meta blames internet disruptions in Iran and Russia's WhatsApp ban, but here's the thing: the company bundles all its platforms into one metric, making it impossible to see which app is actually bleeding users. Convenient. Meanwhile, Zuckerberg is doubling down on the AI bet like never before. Meta raised its 2026 capex guidance to $125b to $145b, $10b more than previous estimates, driven largely by surging memory chip prices. That's roughly $400m per day spent on infrastructure. Revenue surged 33% to $56.3b and net income jumped 61%, so the money machine is humming. But the company also announced plans to lay off 8,000 employees, about 10% of its workforce, to "offset" those very AI investments. Reality Labs continues to hemorrhage cash too, posting another $4 billion operating loss. Wall Street wasn't impressed. Meta's stock dropped over 7% after hours, punishing the company not for its results, which beat estimates, but for its spending trajectory.

译2026年第一季度，Meta全球日活跃用户首次下降，“应用家族”日活减少2000万。公司归因于伊朗网络中断和俄罗斯禁用WhatsApp，但合并数据掩盖了具体应用流失。同时，Meta将2026年资本支出指引上调至1250-1450亿美元，主要用于应对内存芯片涨价和加码AI基础设施投资，日均投入约4亿美元。尽管营收增长33%至563亿美元、净利跃升61%，公司仍计划裁员8000人以“抵消”AI投资成本，Reality Labs部门亏损40亿美元。华尔街对其支出轨迹不满，股价盘后大跌超7%。

Chubby♨️@kimmonismus · 4月30日67

Anthropic vaulation $61.5b -> $900b (15x) in ~12 Months. Read that again. Twelve months ago, Anthropic was valued at $61.5 billion, and now investors are lining up to hand the company $50 billion in fresh capital at a valuation approaching $900 billion, a nearly 15x jump in a single year fueled by revenue that exploded from around $1 billion to a $40 billion run rate. An investor ready to write a $5 billion check can't even get a meeting with the CFO, which tells you everything about who holds the power in the AI funding market right now. Anthropic will have 50x'd its valuation since early 2024, making it arguably the fastest value creation in tech history.

译Anthropic的估值在约12个月内从615亿美元跃升至近9000亿美元，增幅达15倍。其年化收入从约10亿美元暴增至400亿美元，推动了这一惊人的价值增长。当前，即使愿意投资50亿美元的投资者也难以获得公司高管的会议机会，这凸显了AI融资市场中资金供给方的主导地位。自2024年初以来，Anthropic估值增长将达50倍，这可能是科技史上最快的价值创造案例。

Chubby♨️@kimmonismus · 4月30日62

Cloud revenue explodes, stocks still tumble: Meta, Amazon, Alphabet and Microsoft earnings: All four tech giants reported Q1 2026 earnings on the same day, and every single one beat Wall Street expectations. Alphabet led the pack with $109.9 billion in revenue, up 22% year over year, as Google Cloud exploded 63% to cross $20 billion for the first time. Microsoft posted $82.9 billion in revenue with Azure growing 40%, while Meta surged 33% to $56.3 billion in revenue and Amazon hit $181.5 billion with AWS growing 28%, its fastest pace in 15 quarters. But here's the number that shook markets: combined 2026 capex across the four hyperscalers is on track to exceed $650 billion!! Alphabet raised its full year 2026 capex guidance to $180 billion to $190 billion, Microsoft guided $190 billion for calendar year 2026, and Meta bumped its range to $125 billion to $145 billion. Amazon's capex reached $44.2 billion in Q1 alone. The revenue beats were massive, but so was the market's anxiety: Meta slid 6% and Microsoft dropped 2.5% after hours, even as Alphabet shares rose 7% in after-hours trading, on course to open at a record market value. The hyperscalers are collectively spending more on AI infrastructure than the GDP of most nations, completely reshaping the global economy around compute. Whether this bet generates returns proportional to its scale will define tech investing for the next decade, at least thats for sure.

译Meta、亚马逊、Alphabet和微软2026年第一季度营收均超预期，云业务增长强劲，其中Google Cloud收入暴涨63%首次突破200亿美元。然而，四家超大规模企业2026年资本开支总额预计将超过6500亿美元，巨额AI基础设施投资引发市场焦虑，导致Meta和微软股价在盘后下跌。这些巨头在计算领域的投入规模正重塑全球经济，其投资能否带来相应回报将定义未来十年的科技投资格局。

阿绎 AYi@AYi_AInotes · 4月30日79

卧槽，OpenAI这次真的凉透了， 庭审第三天，马斯克的律师甩出了迄今为止最致命的一份证据， OpenAI联合创始人Greg Brockman的私人日记， 时间是2017年11月6日， 他在和Ilya开完会之后写道， 我们真正想要的是营利性结构， 如果三个月后我们这么做，那之前所有的承诺就是谎言， 我们真正想要的是把马斯克踢出去， 我无法想象转成营利公司而不发生一场恶战， 马斯克的故事会是，我们最终对他不诚实， 我们其实一直想做营利，只是把他排除在外， 然后仅仅过了不到两个月，2018年1月1日， Brockman给马斯克发了一封公开邮件， 写着：能和你并肩工作是我的荣幸， 每一次会议我都在学习成长，以全新的方式看待世界， 私下写着要踢走他，承认是谎言， 公开说着能和你一起工作是我的荣幸🧐🧐🧐😫😫😫 这可不是啥意见分歧了， 属于彻头彻尾有预谋的背叛😡😡😡 很多人以为OpenAI是2019年才被迫转成营利的， 现在才知道，早在2017年，他们就已经把所有的剧本都写好了， 所谓的非营利使命，所谓的为了全人类， 从一开始就是一个用来骗钱骗名声的幌子罢了🥹🥹🥹 最讽刺的是， Brockman自己在日记里都写了， 马斯克的故事会是我们对他不诚实， 现在他说的每一个字，都变成了现实， 我尼玛这已经不是两个亿万富翁的私人恩怨了， 说是人类历史上最昂贵的一次谎言被拆穿也不足为奇吧🤬🤬🤬🤬 一个承诺要造福全人类的公益组织， 从诞生的第一天起，就已经在计划着变成一个商业帝国，那些所有相信过他们的人，最后都被当成了傻子一样对待😨😨😨

译马斯克律师在庭审中出示了OpenAI联合创始人Greg Brockman 2017年的私人日记，其中明确写道团队真正想要的是营利性结构并计划将马斯克排除在外，承认若转型则此前承诺皆为谎言。然而两个月后，Brockman却公开向马斯克表达敬意。证据显示OpenAI早在2017年就已策划从非营利转向商业。此前，OpenAI试图用Sam Altman 2022年提及股权的短信作为证据，但被马斯克以非营利组织法律上不能有股权为由反驳，反而坐实了其早期就已背离公益初心。

Baidu Inc.@Baidu_Inc · 4月30日41

Baidu AI Cloud ranked No. 1 in China's autonomous driving R&D solutions market in 2025, according to IDC China's H2 2025 report. With over 1/3 of the market, Baidu AI Cloud now serves China's top 15 auto brands by sales and top 10 NEV companies. We're helping automakers move autonomous driving from R&D into mass production — through more powerful compute, high-fidelity simulation, algorithm tuning, and vehicle-to-infrastructure integration, all built for real-world deployment.

译根据IDC中国2025年下半年报告，百度智能云在2025年中国自动驾驶研发解决方案市场排名第一。 百度智能云占据超过三分之一的市场份额，目前服务于中国销量前15的汽车品牌以及前10的新能源汽车公司。 我们正通过更强大的计算能力、高保真仿真、算法调优和车路协同技术，帮助汽车制造商将自动驾驶从研发阶段推进到大规模生产——所有这些都专为实际部署而构建。

Alibaba Cloud@alibaba_cloud · 4月30日33

Every great dive begins with a single leap. We're joining forces with @WorldAquatics to bring you #DiveIntoYourWorld — a global creative challenge powered by MuleRun, the AI Super Agent. Use MuleRun to create stunning posters, videos, data reports, or websites. Share your work with #DiveIntoYourWorld and win exclusive co-branded prizes. Apr 30 – May 30. Your world awaits. → https://diveintoyourworld.mule.page/ #AlibabaCloud #CloudComputing #AI #AInnovation #LLM #WorldAquatics

译每一次精彩的潜水都始于纵身一跃。 我们正与@WorldAquatics携手，为您带来#潜入你的世界——一项由AI超级智能体MuleRun驱动的全球创意挑战。 使用MuleRun创作惊艳的海报、视频、数据报告或网站。通过#潜入你的世界分享您的作品，赢取独家联名奖品。 4月30日至5月30日。您的世界正待探索。 → https://diveintoyourworld.mule.page/ #AlibabaCloud #CloudComputing #AI #AInnovation #LLM #WorldAquatics

Yuchen Jin@Yuchenj_UW · 4月30日46

Shots fired. “If you have a recent commit that mentions OpenClaw in a json blob, Claude Code will either refuse your request or bill you extra money.” Seriously??? I can’t believe this is real.

译开火了。 "如果你的近期提交中，在某个json数据块里提到了OpenClaw，Claude Code要么会拒绝你的请求，要么会向你额外收费。" 真的假的？？？我简直不敢相信这是真的。

Tibo@thsottiaux · 4月30日34

Send us feature requests for codex in the form of an images 2.0 generated image. It makes it easier for codex to implement if we decide to go for it. Saw some good ones today already that codex is cooking on.

译请以图像2.0生成的图片形式提交您对codex的功能请求。如果我们决定采纳，这将使codex更容易实现。今天已经看到一些codex正在酝酿的优秀建议。

Nathan Lambert@natolambert · 4月30日53

I worry deeply already about companies controlling access to very powerful AI, which will come in a soft form with very expensive subscriptions. This is a step further, with the government confusingly exerting control without clear explanation. This control of AI can create massive dystopian societies. It’ll rapidly lead to concentration of power. Having open models follow closely in capabilities is a great way to minimize political and power games here.

译推文指出，当前AI访问权正被企业和政府双重控制：企业通过高价订阅实现软性垄断，而政府则以安全为由限制Mythos等系统的使用范围，且未给出清晰解释。这种控制将导致权力急剧集中，可能催生反乌托邦社会。作者认为，推动开源模型能力紧追闭源模型，是减少政治博弈和权力集中的关键途径。

Greg Brockman@gdb · 4月30日43

DevDay 2026

译DevDay 2026 旧金山 9月29日

Alibaba Cloud@alibaba_cloud · 4月30日29

🎙 ClawTalks S4E4: Secure AI Agents Across the Full Lifecycle at Enterprise Scale 📅 Time: May 13, 2026 | 10:00 – 10:30 AM (UTC+8) 🔗 Register now: https://int.alibabacloud.com/m/1000412533/ AI agents are transforming enterprises—but scaling them securely demands a proactive strategy. In this session, you'll learn how to: ✅ Identify real-world attack paths targeting AI agents ✅ Mitigate risks from third-party skills and unauthorized access ✅ Apply Alibaba Cloud's 7 security best practices for end-to-end protection ✅ See a live demo of Agent Security Center—discover, map, and secure agent assets instantly Join the latest episode of ClawTalks, where cutting-edge AI meets enterprise-grade security. #AlibabaCloud #ClawTalks #AISecurity #OpenClaw #EnterpriseAI #AgentSecurity #SecureAI #CyberDefense

译阿里巴巴云ClawTalks系列最新一期将聚焦企业级AI智能体的规模化安全挑战。会议将探讨如何识别针对AI智能体的现实攻击路径，并缓解来自第三方技能和未授权访问的风险。核心内容将介绍阿里巴巴云的7项端到端防护安全最佳实践，并通过Agent Security Center的现场演示，展示如何即时发现、映射并保护智能体资产。本期主题旨在融合前沿AI与企业级安全防护。

Alibaba Cloud@alibaba_cloud · 4月30日53

The agent economy needs open payment rails — just as the internet needed HTTP. Today, @okx launches the Agent Payments Protocol (APP): the first open standard for how AI agents pay, get paid, and do business with each other — across every chain. @AlibabaCloud and OKX have been close partners in cloud infrastructure and AI. Now we're taking it further — helping build the financial layer of the agent economy together. As a founding partner of APP, we couldn't be more excited. The AI era is just getting started, and we look forward to going deeper with OKX. The payment rails are open. Let's see what agents build next. #AlibabaCloud #OKX #APP #AgentEconomy

译AI代理经济需要开放的支付通道，正如互联网依赖HTTP协议。OKX推出首个跨链开放标准Agent Payments Protocol（APP），为AI代理之间的支付与商业交互提供基础框架。OKX与AlibabaCloud的合作从云基础设施与AI领域进一步延伸，共同构建代理经济的金融层。作为APP创始合作伙伴，双方认为AI时代刚刚起步，开放支付通道将激发代理生态的创新潜力。

SenseTime@SenseTime_AI · 4月30日26

𝗦𝗲𝗻𝘀𝗲𝗧𝗶𝗺𝗲 𝘅 𝗝𝗼𝗺 𝗔𝗜 @ 𝗧𝗮𝗺𝗽𝗶𝗻𝗲𝘀 𝗶𝗻 𝗦𝗶𝗻𝗴𝗮𝗽𝗼𝗿𝗲: 𝗕𝗿𝗶𝗱𝗴𝗶𝗻𝗴 𝗧𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗮𝗻𝗱 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝘁𝘆 🤝 At SenseTime, our mission is to create a better #AI-empowered future through innovation. We were honored to participate in the 𝗝𝗼𝗺 𝗔𝗜 @ 𝗧𝗮𝗺𝗽𝗶𝗻𝗲𝘀 initiative—a collaborative platform where partners ideate, build, and showcase 𝘀𝗺𝗮𝗿𝘁 𝗔𝗜 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 𝗱𝗲𝘀𝗶𝗴𝗻𝗲𝗱 𝘁𝗼 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝗵𝗼𝘄 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀 𝗹𝗶𝘃𝗲, 𝘄𝗼𝗿𝗸, 𝗽𝗹𝗮𝘆, 𝗮𝗻𝗱 𝗰𝗼𝗺𝗺𝘂𝘁𝗲. Together with our partners @NCSGroupSG, SenseTime was recognized by Mr. Masagos Zulkifli, Minister for Social and Family Development, #Singapore, for our collaborative efforts in driving AI democratization within the local community. Alvin Chow, our Vice President of the Asia Business Group, shared: "As a leading AI player in Asia, SenseTime is proud to support 𝗦𝗶𝗻𝗴𝗮𝗽𝗼𝗿𝗲’𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗔𝗜 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆. By deploying AI solutions, 𝘄𝗲 𝗮𝗶𝗺 𝘁𝗼 𝗲𝗺𝗽𝗼𝘄𝗲𝗿 𝘀𝗲𝗻𝗶𝗼𝗿𝘀 𝗮𝗻𝗱 𝘃𝘂𝗹𝗻𝗲𝗿𝗮𝗯𝗹𝗲 𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀 𝘁𝗼 𝗲𝗺𝗯𝗿𝗮𝗰𝗲 𝘁𝗲𝗰𝗵𝗻𝗼𝗹𝗼𝗴𝘆 𝗶𝗻 𝘁𝗵𝗲𝗶𝗿 𝗱𝗮𝗶𝗹𝘆 𝗹𝗶𝘃𝗲𝘀. Our goal is to create a safer, more convenient, and more efficient environment that ensures everyone is well-prepared for an AI-driven future." #Singapore #SocialImpact #TechForGood

译商汤科技与NCS集团合作，参与了新加坡的“Jom AI @ Tampines”社区倡议。该平台旨在共同构思和开发智能AI解决方案，以提升居民在生活、工作、娱乐和通勤方面的体验。商汤科技亚洲业务集团副总裁周文浩表示，公司支持新加坡国家AI战略，致力于通过部署AI技术赋能老年人和弱势群体，帮助他们将科技融入日常生活，从而为AI驱动的未来创造更安全、便捷和高效的环境。新加坡社会及家庭发展部长马善高对合作双方推动社区AI民主化的努力给予了认可。

Nathan Lambert@natolambert · 4月30日41

PhD students are normally known by their 1 biggest papers. It’ll be “oh you’re the X guy”.

译对于目标进入工业界的AI博士生，论文数量虽重要，但存在边际效益递减的临界点。在中国，通常拥有2-3篇CCF-A类（共同）一作论文是获得顶尖人才offer的门槛，超过后增益迅速下降。对应届生而言，在大型科技公司基础模型团队的匹配实习或项目经验往往比论文数量更具决定性。学术界与工业界视角不同，论文仅是个人能力的一部分。同时需注意，LLM领域仅是计算机科学的一小部分，其本身竞争极度内卷，呈现赢家通吃态势，唯有最具韧性的参与者才能最终脱颖而出。

ginobefun@hongming731 · 4月30日42

#BestBlogs 每日早报 2026-04-30 今日主题： - Demis Hassabis 把 AGI 节点锁在 2030 前后，直说光靠预训练加 RLHF 远远不够，要补上持续学习和长程推理。 - OpenAI Codex 升级为 300 万周活的并行工程平台，主代理自动把大任务拆给子代理执行； - Cloudflare 联合 Stripe 推出新协议，让 AI Agent 自己开账号、买域名、走完支付，一口气把应用部署到生产，无人值守的软件交付链条正在搭起来。

译DeepMind联合创始人Demis Hassabis指出，实现AGI不能仅依赖预训练和RLHF，必须补足持续学习与长程推理能力，并将时间节点锁定在2030年前后。同时，AI代理的自动化交付链条正在快速构建：OpenAI Codex已升级为高活跃度的并行工程平台，能自动分解任务；Cloudflare与Stripe合作推出新协议，使AI代理能自主完成开户、支付、部署等全流程，实现无人值守的软件交付。

Greg Brockman@gdb · 4月30日65

GPT-5.5 party on 5/5:

译GPT-5.5将于5月5日举办派对： [引用 @sama]：GPT-5.5要为自己办个派对。它选了5月5日下午5:55作为日期和时间。 如果想参加，请在此告知：https://luma.com/5.5 Codex将协助团队从回复中挑选参与者。5.5对派对提了些不错的想法/要求，我们会落实。

阿绎 AYi@AYi_AInotes · 4月30日56

Damn，OpenAI这次在法庭上真把自己坑惨了🤣👀🤯 律师昨天甩出2022年Sam发给马斯克的一条短信，想证明：“当年我们主动给你股权，你自己不要，现在告我们就是恶意竞争。” 结果马斯克当庭一句话直接翻盘： “非营利组织里，我怎么可能有股权？” 一句话，把对方证据变成了自打脸。 说你们当年承诺是501(c)(3)慈善组织，法律上就不允许存在股权。 现在拿“给过股权”当证据，正好坐实了——你们从过渡期开始，就已经在把公益初心往商业帝国转了。 更讽刺的是，同条短信里Sam还说：“我个人从来没有股权，也永远不会有。” 后来大家发现，他通过OpenAI Startup Fund等渠道有过实际控制/利益关联（虽然后来调整了）。 还有个狗血细节：这条短信是Sam和Shivon Zilis一起起草的——她是Neuralink高管、马斯克孩子的妈妈之一…… 感觉这已经不是简单官司了， 已经把AI时代的核心矛盾摆在台面上了： 一个承诺造福全人类的非营利组织，变成估值千亿的商业帝国， 初心到底是被背叛了， 还是“不得不转型”？ 谁该负责，法庭和公众都在看。

译在OpenAI与马斯克的诉讼中，马斯克作为第一证人出庭，反驳了OpenAI律师出示的2022年短信证据。他指出，作为501(c)(3)非营利组织，法律上本不允许存在股权，此举反而暴露了OpenAI从公益向商业转型的争议。同时，萨姆·阿尔特曼曾声明个人无股权，但后续被揭露存在利益关联。一年前，马斯克开价974亿美元收购OpenAI遭萨姆拒绝，后者选择坚持AGI使命。如今，诉讼持续、年烧钱超150亿美元，非营利转营利的争议不断，萨姆的抉择成败待时间验证。

ClaudeDevs@ClaudeDevs · 4月30日48

The Built with Opus 4.7 Claude Code hackathon is a wrap! Thank you to the 500 participants worldwide, and to @cerebral_valley for co-hosting. Here's how the winners combined multi-agent orchestration, persistent memory, MCP tools, sandboxed execution, and smart prompt design 🧵

译Built with Opus 4.7 Claude Code 黑客松圆满落幕！ 感谢全球 500 名参与者，以及联合主办方 @cerebral_valley。 以下是获胜者如何结合多智能体编排、持久记忆、MCP 工具、沙箱执行和智能提示设计 🧵

SemiAnalysis@SemiAnalysis_ · 4月30日47

Every please give a warm welcome to the latest addition to our team - MERLIN, who will be joining us as our Agentic Director of Research. MERLIN brings with him an entire research team of Agents covering Companies, Events, Earnings, News and Financial Modeling. MERLIN's team can initiate and start covering companies in minutes - far faster than the 15 hours usually needed. He will be aided in his role by Claudia, our Agentic Conference Director. She can comb through thousands of conference presentations and transcripts at a moments notice, pointing analysts to the most relevant sessions to their research topics and providing an informed summary on the research topic. Also joining us is Snoopz - our Agentic Competitive Analysis and Product Roadmap Researcher. Snoopz is adept at sniffing out product information and leaving no stone unturned in building up product roadmaps based on publicly available information. He is great at gathering a multitude of product specifications documents to accelerate our product research and building dashboards and databases to track these products and roadmaps. In last week's SemiAnalysis Weekly Podcast - watch how, with MERLIN and others now onboard, SemiAnalysis is TokenMogging the likes of Meta - with double the token/employee usage.

译研究机构SemiAnalysis近日宣布引入名为MERLIN的Agentic研究总监及其团队。该团队能快速覆盖公司、财报和金融建模，启动分析仅需数分钟，远快于通常所需的15小时。同时，Agentic会议总监Claudia可即时处理海量会议资料并提供摘要；竞争分析研究员Snoopz则擅长搜集公开信息构建产品数据库与路线图。据其最新播客透露，整合这些AI智能体后，SemiAnalysis的人均Token使用效率已达Meta的两倍，实现了显著的“TokenMogging”效能提升。

Satya Nadella@satyanadella · 4月30日67

Just wrapped our quarterly earnings call. We are focused on delivering AI infrastructure and solutions that empower every business to eval-max their outcomes in this agentic computing era. Our AI business surpassed a $37 billion annual revenue run rate, up 123%. We are at the beginning of one of the most consequential platform shifts that will change the entire tech stack as we move from end-user driven workloads to workloads driven by end-users and agents. This will drive TAM expansion and change the value creation equation across the entire economy. To capture this opportunity, we are executing against two major priorities:

译NVIDIA在季度财报电话会议中宣布，其AI业务年化收入已突破370亿美元，同比增长123%。公司指出，当前正处于一个关键的平台转型期，技术栈正从由终端用户驱动的工作负载，转向由终端用户和AI智能体共同驱动。这一根本性转变将推动整个科技栈的变革，扩大市场总规模，并重塑全球经济的价值创造模式。为把握此机遇，NVIDIA正专注于两大核心任务：提供强大的AI基础设施和解决方案，以赋能所有企业在这一智能体计算时代实现成果最大化。

Sundar Pichai@sundarpichai · 4月30日63

Q1 earnings are in: 2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible momentum, and it was our strongest quarter ever for consumer AI subs, driven by @GeminiApp. Thanks to our partners + employees around the world. Much more to share on our earnings call in 20 minutes… and at Google I/O in 20 days!

译谷歌2026年第一季度业绩表现强劲，AI投资与全栈策略正全面推动业务增长。公司搜索查询量因AI驱动创下历史新高，Google Cloud收入同比增长63%。Gemini模型发展势头迅猛，以GeminiApp为代表的消费者AI订阅业务也创下季度最佳纪录。公司即将举行财报电话会议，并将在20天后的Google I/O大会上分享更多进展。

Midjourney@midjourney · 4月30日28

Midjourney Weekly Office Hours - 4/29 https://x.com/i/spaces/1rxmqoeAkpWxy

译Midjourney 每周办公时间 - 4月29日 https://x.com/i/spaces/1rxmqoeAkpWxy

Tibo@thsottiaux · 4月30日49

👁️codex👁️

译👁️codex👁️ [引用 @OpenAI]：想提前获得OpenAI DevDay入场券吗？用GPT-5.5和Image Gen构建作品。 每周我们将选出2-3个优秀作品，赠送OpenAI DevDay 2026免费门票。Codex将协助筛选最佳提交，最终获奖者由团队选定。 回复需包含#OpenAIDevDay2026标签、可访问链接及简短制作说明。

OpenAI@OpenAI · 4月30日68

OpenAI DevDay is back. San Francisco September 29

译OpenAI DevDay 再次回归。 旧金山 9月29日

OpenAI@OpenAI · 4月30日53

Want to secure an early ticket to OpenAI DevDay? Build something with GPT-5.5 and Image Gen. Each week, we’ll select 2–3 favorites to win free tickets to OpenAI DevDay 2026. Codex will help us find the best submissions and our team will select the winners. Reply with #OpenAIDevDay2026, a playable link, and a quick note on how you built it.

译想提前获得OpenAI DevDay的门票吗？用GPT-5.5和Image Gen构建一个作品。 每周，我们将选出2-3个最受欢迎的作品，赢得2026年OpenAI DevDay的免费门票。Codex将协助我们找到最佳提交，我们的团队将选出获奖者。 回复时请带上#OpenAIDevDay2026标签、可访问的链接，并简要说明你的构建方法。

OpenAI Developers@OpenAIDevs · 4月30日49

We’re so back.

译我们回来了。

Claude@claudeai · 4月30日27

Another Claude Code hackathon comes to an end. Thank you to everyone who spent a week building with Opus 4.7, and to @cerebral_valley for co-hosting. Introducing the winners:

译又一场Claude Code黑客马拉松落下帷幕。 感谢所有花一周时间基于Opus 4.7进行构建的参与者，也感谢联合主办方@cerebral_valley。 现在揭晓获奖者：

DogeDesigner@cb_doge · 4月29日53

Sam Altman, according to those who worked closely with him: “Sam exhibits a consistent pattern of lying, undermining his execs, and pitting his execs against one another.”— Ilya Sutskever “He’s unconstrained by truth.”— OpenAI board member “He has two traits that are almost never seen in the same person. The first is a strong desire to please people, to be liked in any given interaction. The second is almost a sociopathic lack of concern for the consequences that may come from deceiving someone.”— OpenAI board member “a sociopath unbound by the truth”— OpenAI board members “You need to understand that Sam can never be trusted. He is a sociopath. He would do anything.”— Aaron Swartz “Sam had been lying to us all the time.”— Paul Graham (privately to colleagues after Altman left Y Combinator) “This is just so fucked up. I can’t change my personality.”— Sam Altman (during tense post-firing call with the board when pressed on his pattern of deception) “Sam can never be trusted.”— Aaron Swartz “not consistently candid in his communications”— OpenAI Board (Source: New Yorker & Public Statements)

译据《纽约客》等报道，OpenAI联合创始人Ilya Sutskever及多位董事会成员严厉指控Sam Altman存在长期行为模式：经常撒谎、挑拨高管对立，且“不受真相约束”。董事会成员形容他兼具强烈取悦他人欲望和近乎病态的欺骗漠然感。已故的Aaron Swartz与Paul Graham也曾私下警告其不可信任。Altman本人在被董事会质询欺骗行为时回应“无法改变个性”。OpenAI董事会官方声明亦指出其沟通“缺乏一贯坦诚”。

Baidu Inc.@Baidu_Inc · 4月29日47

Baidu Create 2026 is coming up fast, and the agenda is packed! Beyond the main forum, our flagship developer conference returns with special forums on AI infrastructure, agent development, real-world applications, and more — plus plenty to explore on site. Take a look 👇

译Baidu Create 2026 即将到来，议程满满当当！ 除了主论坛，我们的旗舰级开发者大会还设有AI基础设施、智能体开发、实际应用等专题论坛——现场更有丰富内容等你探索。 来看一看👇

ginobefun@hongming731 · 4月29日59

斯坦福大学著名的精益创业课程在第 16 年的教学实践中，记录了一场深刻的行业范式变革。授课团队观察到，AI 技术的全面普及正在重塑初创团队的开发流程与商业验证底层逻辑。这篇文章深入剖析了课堂上的真实案例，系统揭示了智能体时代下产品构建理念和商业模式演进的核心趋势，非常值得深度阅读和思考。 首先，产品开发的物理速度正在经历前所未有的指数级提升。过去，一个初创团队通常需要耗费数周甚至数月的时间，经历组建技术团队、规划敏捷开发周期等漫长过程，才能向市场推出一个最小可行性产品。然而在今年的课堂上，学生团队在开课的第一周就带着极具完整度的高保真产品雏形来到了教室。通过利用 Perplexity 以及 ChatGPT 进行深度的行业调研，借助 Claude 与 Replit 快速完成应用构建，再结合 v0 平台实现极速原型设计，整个软件工程流水线被极度压缩。这种推崇 Vibe Coding 的全新开发哲学，让构建复杂系统变得像排版幻灯片一样简单直观。开发者完全从繁琐的底层代码编写中解放出来，将核心精力倾注于高维度的系统架构规划与 AI 工具链的协调编排上。 然而，这种极致的开发提速也随之带来了一个极为隐蔽的挑战，那就是产品构建速度与市场认知学习速度之间出现了严重的阻抗失衡。现在的团队能够毫不费力地堆砌出海量的产品功能，却往往来不及去验证这些功能是否真正解决现实世界的痛点。当借助工具生成界面的成本趋近于零时，创业者极易陷入一种思维陷阱，盲目相信代码堆积出来的产品本身就是市场需要的终极答案。这种信息过载的现象实际上构成了对寻找可复制商业模式的一种干扰。此外，过度依赖 AI 去处理日常的沟通联络和项目总结工作，也导致了人类思考深度的明显退化，让很多原本需要深度商业洞察的复盘交流退化成了缺乏灵魂的文字拼接。 在走出实验室并与真实市场环境接触的过程中，学生团队敏锐地察觉到了潜在客户心态的巨大转变。企业客户对 AI 带来的颠覆性改变感到空前警觉。他们深知面前演示的新技术方案极有可能彻底重塑现有的行业规则，甚至给传统企业带来被无情淘汰的生存危机。在这样的危机感下，企业管理者开始猛然醒悟，掌握在自己手中的专有核心数据已经成为应对这场技术冲击的最后一道防线。因此，过去那些原本乐于与创新团队分享业务场景的早期客户，现在开始谨慎地要求签署严格的保密协议。这充分表明，在应用层软件开发门槛大幅跌落的今天，独特的数据资产储备和垂直领域的深度行业认知正在成为商业竞争中最坚固的护城河。 面向更长远的未来，文章指明了软件交互方式和底层商业模式的演进路径。随着高保真产品雏形的快速普及，创业团队可以将这些早期版本作为数字孪生直接部署在云端，邀请早期核心客户参与实时的共同设计与敏捷迭代。更具颠覆性的是，整个行业正在经历从寻找产品市场契合度向寻找 Agent 与客户结果契合度的历史性跨越。传统的 SaaS 软件往往停留在工具属性的层面，要求用户自己在繁杂的仪表盘和系统工作流中进行操作。但在完全走向 Agent Native 的技术架构愿景下，客户购买技术服务的根本目的变成了直接获取最终的工作成果。未来的软件系统将由 Agent 自主完成复杂任务的拆解与执行，因此最初的最小可行性产品也将不可避免地演变为最小有效产出。 这一系列深刻的行业变化对创业团队的组织架构和商业变现方式产生了深远影响。未来的核心产品初创团队将长期保持极度精简的状态。在彻底验证商业闭环之前，他们几乎不需要引入大量的外部风险投资来支撑庞大的工程研发团队。与此同时，企业级软件的商业定价体系也将迎来根本性的重构。传统的按照系统使用人数和软件账号订阅数量进行收费的商业逻辑将逐渐被市场淘汰，取而代之的将是按照实际完成的核心工作流、按照交付的最终业务结果以及按照成功执行的具体任务来进行计费的全新模式。在这个高速发展的新时代，商业竞争的绝对焦点已经从基础技术资源的获取，彻底转移到了对真实业务痛点的精准判断力以及对 AI 智能体的高效调度能力上。

译斯坦福精益创业课程观察显示，AI工具极大提升了产品开发速度，但也导致产品构建远超市场认知学习速度，易陷入功能堆砌陷阱。企业客户将专有数据视为核心护城河，合作更趋谨慎。未来，产品开发将转向云端数字孪生与实时共同设计，商业模式正从寻找产品市场契合度转向寻找智能体与客户结果契合度。软件将从工具属性转向由智能体自主交付成果，定价模式也将按实际交付的工作流或结果计费。竞争焦点已转向对业务痛点的精准判断与对AI智能体的高效调度能力。

Demis Hassabis@demishassabis · 4月29日60

Excited to collaborate with the Korea Ministry of Science and ICT (@msitmedia) to use AI to accelerate scientific discovery and to invest in Korea’s next generation of talent. Many thanks for hosting us @msitminister - look forward to working together!

译Google DeepMind首席执行官Demis Hassabis与韩国科学技术信息通信部（MSIT）签署谅解备忘录，合作利用AI加速科学发现并投资韩国下一代人才。此次合作在AlphaGo问世十年后举行，标志着AI发展的新转折点。双方将聚焦三大核心领域：科学技术研究协作、AI人才培养以及AI安全治理。强调AI发展需全球研究能力与产业基础联动，无法单靠一国或一企完成。AlphaFold等案例已证明AI能变革科学发现速度，未来十年将是把AI潜力转化为现实的关键期。

Alibaba Cloud@alibaba_cloud · 4月29日58

Honored to be named by TIME as one of the 10 Most Influential AI Companies of 2026, part of the inaugural TIME100 Companies: Industry Leaders list, recognized for building a full stack AI ecosystem rooted in open source leadership. Alibaba has grown into a global force in open source AI, with our Qwen model series powering innovation beyond China and supporting companies such as Airbnb and Pinterest. Recognized by TIME as the world’s most popular open source model family, Qwen reflects our belief that openness accelerates progress for everyone. Read more: https://lnkd.in/gkqrGUfx

译阿里巴巴被《TIME》评为2026年十大最具影响力AI公司之一，入选其首届“行业领袖”榜单。公司凭借构建根植于开源领导力的全栈AI生态系统获得认可。阿里巴巴已成长为全球开源AI的重要力量，其Qwen模型系列不仅在中国驱动创新，也支持了Airbnb、Pinterest等国际公司。《TIME》认可Qwen为全球最受欢迎的开源模型家族，这体现了阿里巴巴“开放加速共同进步”的理念。

Rohan Paul@rohanpaul_ai · 4月29日58

Google is turning consultants into its AI delivery network with a $ 750M fund for firms like McKinsey, Accenture, and Deloitte to help companies build and scale agentic AI. Consulting firms need this because classic consulting work, such as research, slide drafting, process mapping, and software planning, is exactly the kind of work AI systems are starting to automate. AI startups need consultants because big companies rarely buy new tools just because the model is powerful, since they need someone to connect it with data, workflows, security rules, and staff habits. Agentic AI means software that does not only answer questions, but can plan steps, call tools, move through business systems, and complete tasks with less human steering. So Google’s bet is that McKinsey can find the business problem, Google can provide the AI stack, and the client can turn a pilot into a working system across teams. OpenAI’s reported push to sell Codex through Accenture, Capgemini, and PwC points to the same shift, where AI coding tools become enterprise software only after consultants package them into training, governance, and rollout plans. --- businessinsider. com/consulting-mckinsey-accenture-bcg-ai-silicon-valley-enterprise-partnerships-2026-4

译谷歌正通过设立7.5亿美元基金，将麦肯锡、埃森哲等顶级咨询公司转变为自己的“AI交付网络”，以帮助企业构建和规模化智能体AI。其核心逻辑在于，咨询公司的传统工作正被AI自动化，而它们擅长连接新技术与企业数据、工作流及安全规则，成为AI落地的关键桥梁。谷歌的布局是：咨询公司发现业务问题，谷歌提供AI技术栈，客户则将试点推广至全公司。OpenAI通过埃森哲等渠道销售Codex的举措，也印证了同一趋势——AI工具需经咨询公司包装成包含培训与治理的解决方案，才能成为真正的企业软件。

SiliconFlow@SiliconFlowAI · 4月29日63

👀 🚀 🙌

译👀 🚀 🙌 [引用 @SiliconFlowAI]：开发者们正在用他们的 token 投票 🔥 SiliconFlow 现已成为日 token 使用量排名第一的第三方模型提供商 在 @OpenRouter 上， • 每日约 280B token • 每月约 1.9T token • 33 个前沿模型：DeepSeek V4 系列、GLM 5.1、Kimi K2.6 等 衷心感谢每一位与我们共同构建的开发者 更多精彩即将到来🚀

DeepSeek@deepseek_ai · 4月29日47

The DeepSeek-V4-Pro discount has been extended until May 31, 2026, 15:59 UTC!

译DeepSeek-V4-Pro 的优惠期限已延长至 2026 年 5 月 31 日 15:59（UTC）！ [引用 @deepseek_ai]：🔥DeepSeek-V4-Pro API 提供 75% 折扣，优惠截止至 2026 年 5 月 5 日 15:59（UTC 时间）！不要错过这次大幅优惠。 🛠️集成更新： 🔹Claude Code：将模型设置为 deepseek-v4-pro[1m] 以解锁 100 万上下文！ 🔹OpenCode：更新至 v1.14.24+ 🔹OpenClaw：更新至 v2026.4.24+ 查看最新官方 API 文档获取完整详情：https://api-docs.deepseek.com/quick_start/pricing

Demis Hassabis@demishassabis · 4月29日39

It was a huge honour to meet with President @Jaemyung_Lee in Seoul. Deeply appreciate and impressed by our thoughtful exchange about AI safety and the importance of using AI to advance science. Korea has a leading part to play in that, and we look forward to working together!

译在首尔与@Jaemyung_Lee 总统会面是我莫大的荣幸。 我们就人工智能安全以及利用人工智能推动科学发展的重要性进行了深入交流，对此我深表感谢并印象深刻。 韩国在这一领域可以发挥引领作用，我们期待携手合作！

Chubby♨️@kimmonismus · 4月29日51

Holy. Thousands of RobotEra L7 humanoid robots to enter service across 10+ logistics centers performing sorting tasks. And people still think their blue collar jobs are safe.

译天啊。数千台 RobotEra L7 人形机器人将进驻 10 多个物流中心，执行分拣任务。 而人们依然认为他们的蓝领工作很安全。

Rohan Paul@rohanpaul_ai · 4月29日47

Big Tech’s $ 600B AI race has reached its earnings test. Quarterly results from Alphabet, Microsoft, Meta, and Amazon, all due on Wednesday. Cloud is the cleanest test, with forecasts near 25% for AWS, 40% for Azure, and 50.1% for Google Cloud. Microsoft looks weakest because its stock is down about 12%, while only 3.3% of its 450M enterprise users reportedly pay $30/month for Copilot. ---- reuters .com/business/retail-consumer/big-tech-investors-gauge-payoff-ai-spending-set-hit-600-billion-2026-04-28/

译科技巨头的AI竞赛投资达6000亿美元，正通过季度收益评估回报。Alphabet、Microsoft、Meta和Amazon的业绩将测试AI投资效果，云业务是关键指标，预测AWS增长近25%，Azure 40%，Google Cloud 50.1%。Microsoft面临压力，股价下跌约12%，且仅3.3%的4.5亿企业用户付费使用Copilot，显示其AI商业化挑战。