小互@xiaohu · 6月1日53

Manus 引发的法规来了 出海可以，但是不能出卖... 投资者开展对外投资活动，不得出口、使用国家禁止出口的货物、技术、服务及相关数据，或者未经许可出口、使用国家限制出口的货物、技术、服务及相关数据； 不得以跨境派遣技术人员、组织人员赴其他国家（地区）工作、跨境提供技术指导、安排人员跨境培训等方式向其他国家（地区）转移国家禁止出口的货物、技术、服务及相关数据 或者未经许可向其他国家（地区）转移国家限制出口的货物、技术、服务及相关数据。

译中国发布新规，明确规范AI等技术的对外投资与跨境转移。规定要求，投资者在开展对外活动时，不得出口、使用或转移国家禁止出口的货物、技术、服务及相关数据；未经许可，也不得转移国家限制出口的相关内容。这特别涵盖了通过跨境派遣技术人员、组织境外工作、提供技术指导及安排跨境培训等方式进行的转移。

Rohan Paul@rohanpaul_ai · 5月26日50

Bloomberg: China is now treating its strongest private-sector AI researchers as strategic assets, with top Alibaba and DeepSeek staff reportedly needing state approval before overseas travel. The policy pulls company engineers closer to state security rules, treating some employees as holders of sensitive national technology. --- bloomberg .com/news/articles/2026-05-26/china-expands-travel-curbs-to-top-ai-talent-at-private-firms

译Bloomberg：中国正将最强私营部门AI研究人员视为战略资产，据报道，阿里巴巴和DeepSeek的顶尖员工出国旅行前需获得国家批准。 该政策将公司工程师更紧密地纳入国家安全规则，将部分员工视为敏感国家技术的持有者。 --- bloomberg .com/news/articles/2026-05-26/china-expands-travel-curbs-to-top-ai-talent-at-private-firms

Nathan Lambert@natolambert · 5月26日58

China begins restricting travel for top AI talent at key orgs (was previously rumored for deepseek only).

译中国开始限制关键机构顶尖AI人才出境（此前仅传闻针对DeepSeek）。

Chubby♨️@kimmonismus · 5月26日56

Over 200 AI-designed drugs are now in clinical trials worldwide. Not a single one has been FDA-approved. The FDA just launched a pilot program to work out how it should even evaluate AI-generated evidence in drug submissions, selecting 10 companies for an expedited, interactive review process. The drugs got ahead of the regulatory framework. That's the actual state of AI pharma right now.

译全球已有超过200款AI设计的药物进入临床试验。但尚无一款获得FDA批准。 FDA刚刚启动了一项试点计划，以研究应如何评估药物申报中AI生成的证据，并选择了10家公司进行加速、互动的审评流程。 药物研发跑在了监管框架前面。这才是AI制药领域的现状。

X.PIN@thexpin · 5月26日46

China's AI compute grid is challenging the US. While US tech giants focus on profit, China is turning AI tokens into a state utility. Read further here: http://www.thexpin.com/china-ai-grid-vs-us-market

译中国的AI算力网络正在挑战美国。当美国科技巨头专注于盈利时，中国正将AI token转变为一种国家公用事业。阅读更多： http://www.thexpin.com/china-ai-grid-vs-us-market

Rohan Paul@rohanpaul_ai · 5月25日64

Jensen Huang explains how blocking China from Nvidia does not mean blocking China from AI. The usual export-control story assumes scarcity: deny the best chips, and the rival falls behind. China is no longer merely waiting at the door of American compute. Huawei’s rise is showing how a sanction is turning into an industrial stimulus: absence creates a market, and a market teaches domestic suppliers how to harden, scale, and export. That does not mean that the gap with Nvidia chips has vanished. It means the real contest is no longer just about who owns the fastest accelerator, but who sets the operating layer for intelligence: chips, energy, infrastructure, models, applications, and the standards others build upon. The mistake is to treat chip policy as a valve that can simply open or close. Every restriction slows one flow but strengthens another, and the long-term danger may be a world where American technology is absent from the very systems America wants to influence. ---- From "Fox Business" YouTube channel, (link in comment)

译黄仁勋指出，美国对华芯片出口管制非但无法阻碍中国AI发展，反而可能成为产业自主的催化剂。制裁导致的市场空缺正推动华为等国内供应商成长。当前竞争已从比拼最快加速器，转向比拼定义智能操作层的能力，涵盖芯片、能源、模型和标准。推文补充了华为的最新动向：为应对制裁，华为提出“Tau Scaling Law”新设计方法，旨在通过LogicFolding等技术缩短信号延迟，在不依赖最先进光刻机的前提下实现1.4nm级密度。华为声称已量产381款芯片，并计划2031年达成该目标，其路径被命名为“何氏定律”。

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月25日41

Al-Qaeda used ChatGPT to plan Delhi blast They asked questions like 'how to make a rocket and what should be the ratio of the mixture' Today, bombs that kill 15. Tomorrow, super-pandemics that kill 1.5 billion? This is an OBVIOUS and SERIOUS, IMMINENT risk that nobody is talking about or preparing for, which is insane. Remember, even if leading AI models refuse most requests like this, 1) they can easily be jailbroken, and 2) there are open weights models - only slightly-dumber - that *won't* refuse. And since capability doubling times are now ~2-4 months, these models will soon be 10-100x more capable than they are now at helping crazies cause destruction. What the hell are we waiting for to act? Why the hell is this industry still regulated less than a taco cart?

译有报道称，基地组织成员曾使用ChatGPT查询爆炸物配比，用于策划造成15人死亡的德里爆炸事件。发帖者警告，当前AI模型易被越狱，开源模型也缺乏限制。随着AI能力倍增时间缩短至2-4个月，其辅助破坏行为的能力将大幅提升。推文引用指出，AI已能生成新型病毒，Anthropic CEO Dario Amodei认为6-12个月内非专业人士也可能具备制造超级病毒的能力，而全球防御体系难以快速响应。推文强烈批评AI行业监管严重不足。

Chubby♨️@kimmonismus · 5月24日56

„AI is going to make everything cost less.” The new Fed Chair says the next few years could be a hugely exciting moment, arguing that AI is “structurally disinflationary.” Read that again: „structurally disinflationary“. And that from the new Fed Chair.

译“AI将使一切成本降低。”新任美联储主席表示，未来几年可能是一个极其激动人心的时刻，他认为AI具有“结构性抑制通胀”的作用。 再读一遍：“结构性抑制通胀”。 这出自新任美联储主席之口。

Chubby♨️@kimmonismus · 5月23日49

Many of the best researchers at OpenAI, Anthropic, Google, Meta and other frontier labs are not U.S. citizens. They are in the U.S. on temporary visas while building the very systems Washington increasingly describes as critical to national security. Forcing them to leave the country to apply for a Green Card adds uncertainty, delays and risk to one of America’s biggest advantages: attracting the world’s best technical talent. I'm not American, so take this with a grain of salt. But from what I've researched, it makes many things significantly more complicated for OpenAI and Anthropic.

译美国前沿AI实验室（如OpenAI、Anthropic）的核心研发人员多为持临时签证的非美国公民。美国国土安全部（DHSgov）近期收紧政策，要求在美持临时签证者须离境返回原籍国才能申请绿卡。此举为OpenAI、Anthropic等公司顶尖人才的绿卡申请流程增加了不确定性、延迟和风险，可能动摇美国吸引全球顶尖技术人才的关键优势，并对其国家安全所倚重的AI系统研发生态构成潜在冲击。

Yuchen Jin@Yuchenj_UW · 5月23日66

Insane if true. So 50% of OpenAI researchers have to leave the US and return to their home countries to apply for a green card? Don’t drive talent away.

译如果属实，这太疯狂了。 所以50%的OpenAI研究人员必须离开美国，返回他们的祖国申请绿卡？ 别把人才赶走。

Rohan Paul@rohanpaul_ai · 5月22日82

California’s Governor Newsom signs first-of-its-kind executive order to prepare workers and businesses for potential AI disruption. The order treats AI job loss as a policy problem, not just a company problem, and asks agencies to study severance, subsidized jobs, employment insurance, stock compensation, worker ownership, and faster warning signs before layoffs spread. The technical issue is that AI can replace parts of a job before replacing the whole job, so payroll, hiring, and task data may show damage earlier than official unemployment numbers. California wants a new AI labor dashboard, updated WARN Act rules, and business feedback in monthly jobs reports so the state can see which sectors are being hollowed out first. The deeper shift is about who gets the productivity gain when software does more work: companies can keep it as margin, or policy can push some gains toward workers through equity, ownership, training, or wage support. The hard part is that training alone may not solve displacement if AI removes demand for the roles people are being trained to enter. --- gov. ca .gov/2026/05/21/governor-newsom-signs-first-of-its-kind-executive-order-to-prepare-workers-and-businesses-for-potential-ai-disruption/

译加州州长纽森签署行政令，首次将AI引发的失业问题正式列为公共政策议题，要求各部门研究遣散费、就业保险及员工持股等保障措施。该命令认识到AI可能渐进式替代岗位任务，而非一次性取代整个职位，因此计划建立新的劳动力数据看板，以更早捕捉行业受到的冲击。政策核心在于探讨如何将AI带来的生产力红利，通过股权、薪酬支持等方式在企业与员工间进行更公平的分配。同时指出，单纯的职业培训可能无法解决被AI彻底取代的岗位所带来的根本性就业错配问题。

Rohan Paul@rohanpaul_ai · 5月22日59

President Trump postponed the planned AI executive order because he feared parts of it could slow US AI companies while China is racing to catch up. "We're leading everybody, and I don't want to do anything that's going to get in ​the way of that lead"

译特朗普总统推迟了计划中的AI行政令，因为他担心其中部分内容可能会拖慢美国AI公司的步伐，而中国正在奋力追赶。 “我们领先于所有人，我不想做任何会阻碍这种领先的事情。”

Emad@EMostaque · 5月20日35

This (Antiqua et Nova) is an interesting read ahead of Magnifica Humanitas release https://www.vatican.va/roman_curia/congregations/cfaith/documents/rc_ddf_doc_20250128_antiqua-et-nova_en.html

译这份《Antiqua et Nova》在《Magnifica Humanitas》发布前值得一读 https://www.vatican.va/roman_curia/congregations/cfaith/documents/rc_ddf_doc_20250128_antiqua-et-nova_en.html

Rohan Paul@rohanpaul_ai · 5月20日40

Dario Amodei is so against selling US chips to China. "It's really scary and we have to stop it."

译Dario Amodei非常反对向中国出售美国芯片。 “这真的很可怕，我们必须阻止它。”

Rohan Paul@rohanpaul_ai · 5月19日65

Reuters: OpenAI has asked a federal judge to throw out a lawsuit claiming ChatGPT crossed the line from software into unlicensed legal practice. Nippon Life says a former employee used ChatGPT to produce a flood of court filings after settling a disability-benefits dispute, and argues OpenAI helped drive filings with no real legal purpose. OpenAI’s defense: ChatGPT is not a person, has no law license, and does not “practice law” just because a user asks it to draft arguments, motions, or research notes. The deeper issue is where responsibility sits when an AI helps a self-represented person create legal documents that may be weak, repetitive, or procedurally wrong. OpenAI says the user made the choices, the judge had authority over the filings, and frustration with defending a messy pro se case cannot turn a toolmaker into a lawyer. Courts are seeing more people use generative AI to write filings, which can lower access barriers while also increasing junk motions, fake citations, and procedural confusion. --- reuters .com/legal/transactional/openai-says-chatgpt-is-not-lawyer-asks-court-toss-insurers-lawsuit-2026-05-18/

译针对日本生命保险公司员工使用ChatGPT大量生成法庭文件而引发的诉讼，OpenAI请求法院驳回。原告指控ChatGPT越界成为“无证法律执业者”。OpenAI辩护称，ChatGPT仅是软件工具，用户要求其起草文件不等于“执业”。案件核心在于AI辅助自我代理时责任如何界定。OpenAI主张责任在于用户和法庭监督。该事件反映了生成式AI在法庭文件撰写中的应用，既降低了参与门槛，也带来了程序混乱等新挑战。

Chubby♨️@kimmonismus · 5月18日48

Mistral AI's CEO says Europe has 2 years to stop becoming America's AI 'vassal state' Well, how about Europe finally starting to invest massively in data centers and energy policy instead of just constantly complaining? Europe, and Germany in particular, has some of the highest energy prices worldwide and has deliberately relied on volatile energy sources. Similarly, there is no discernible policy promoting the expansion of data centers that even remotely aim to compete with the US and China.

译Mistral AI的CEO警告，欧洲若不在两年内采取行动，可能沦为美国AI生态的附庸国。核心问题在于欧洲缺乏实质性投资和政策支持：数据中

SemiAnalysis@SemiAnalysis_ · 5月18日60

The Stop Stealing our Chips Act might become law 👀. It gives awards to people who report export-control violations (RIP Malaysian resellers). Looking for new revenue? The 💰️ is 10-30% of violator’s fine amount, paid out of the Export Compliance Accountability Fund.

译《停止窃取芯片法案》可能即将成为法律👀。该法案对举报出口管制违规行为者给予奖励（马来西亚经销商们要当心了）。寻找新收入来源？举报奖金💰可达违规者罚款金额的10-30%，资金来自出口合规问责基金。

Yann LeCun@ylecun · 5月17日49

Tired of winning

译厌倦了胜利 [引用 @DrCatharineY]：美国科学正面临巨大风险。

AYi@AYi_AInotes · 5月15日75

黄仁勋刚去北京和中国谈生意， Dario转头就发了一份报告呼吁全面收紧对华算力出口， 这应该是2026年AI圈最赤裸裸的一次商业现实与意识形态的对撞吧🤔 很多人都在聊报告里的技术分析和安全警告，但其实这是一份写给华盛顿的政策游说文件，时间点卡得不能再准了， 报告里说中国靠世界级人才和大规模蒸馏攻击，只用美国几分之一的算力就把模型拉到了接近的水平， 所以必须继续收紧管制，堵死所有漏洞， 但它没说的是，NVIDIA高度依赖中国市场和供应链，老黄必须去谈生意， 而Anthropic几乎没有任何中国业务，出口管制反而能间接保护它的闭源优势和9000亿美元估值， 最讽刺的是，Anthropic一边喊着民主对抗威权，一边自己坚决不开源， 一边指责中国偷模型输出，一边把自己的模型当成最高机密， 现在的AI地缘博弈早就不是单纯的算力之争了， 而是谁能把自己的商业模式包装成国家利益甚至人类命运的叙事之争， 中国在用效率和务实追赶，美国在用管制和价值观防守， 最终的胜负可能不取决于谁的GPU更多， 而是谁的模型在真实世界里又快又便宜又好用 #AI #Anthropic #英伟达

译黄仁勋访华洽谈生意，凸显英伟达对中国市场与供应链的依赖。与此同时，Anthropic发布报告，呼吁美国收紧对华算力出口，称中国凭借人才与蒸馏技术正以较少算力逼近美国水平。分析指出，该报告实为精准的政策游说：Anthropic自身无中国业务，出口管制可维护其闭源模式与高估值。其立场存在矛盾——以“民主对抗威权”为名却坚决不开源，指责中国“偷模型”却将自身模型视为机密。AI地缘博弈已超越算力竞赛，演变为将商业模式包装为国家利益叙事的竞争。中国以效率务实追赶，美国以管制与价值观防守，最终胜负或取决于模型在真实世界中的实用性与成本效益。

meng shao@shao__meng · 5月15日48

Anthropic 创始人 @DarioAmodei 怕不是真得了什么大病 ？！ 特朗普访华刚刚开始，Anthropic 就发报告，游说美国国会和特朗普政府收紧对华 AI 管制 ？！ 报告说来说去主要是这个： 算力是 AI 竞争的决定性资源，美国目前领先，但领先优势靠政策维持，而非自然存在。 并构造出 2028 年预测，如果按照他们的游说收紧 AI 管制，和放开，是两种全然不同的景象；明确表示，后者会让美国遭受极大威胁？ https://www.anthropic.com/research/2028-ai-leadership 还帮中国的 AI Labs 们做了分析： · 中国 AI 实验室在人才、数据、能源、算法上不弱，唯一卡点是算力。 · 中国通过两条路径绕过卡点： · 走私 + 海外数据中心远程使用美国芯片(现行出口管制只管销售,不管远程访问); · 大规模"蒸馏攻击"——批量伪造账号、系统性抓取美国前沿模型的输出来复刻其能力。 · 美国若现在堵上这两个漏洞，可以锁定 12–24 个月的前沿领先优势；若不行动，优势在 2028 年前会被追平。 Anthropic 明确提出了三项具体政策诉求： 1. 堵漏洞：打击芯片走私、限制中国实验室通过东南亚等地数据中心远程使用受管制芯片、扩大对半导体制造设备 (SME) 的管制与售后服务封锁。 2. 保护创新：立法明确蒸馏攻击非法，推动美国实验室之间及与政府的威胁情报共享。 2. 推动美式 AI 出口：在全球(尤其新兴市场)抢先部署"可信"的美国 AI 硬件与模型，挤压华为/阿里的国际空间。

译Anthropic发布报告，游说美国国会和政府收紧对华AI管制。报告指出算力是AI竞争的决定性资源，美国领先优势依赖政策维持，预测2028年若放开管制将威胁美国安全。分析中国AI实验室在人才、数据等方面不弱，但算力受限，通过走私芯片、远程访问美国数据中心及蒸馏攻击绕过限制。Anthropic提出三项政策诉求：打击芯片走私与远程使用、立法禁止蒸馏攻击、推动美式AI硬件与模型出口以挤压中国国际空间。Anthropic强调美国需采取措施保持AI领先优势。

Rohan Paul@rohanpaul_ai · 5月15日79

Anthropic drops a paper on the US-China AI race They believe the US and its allies may be able to lock in a 12-24 month frontier AI lead by 2028 if they close China’s access to advanced compute and copied model outputs. The report says China is not far behind because Chinese labs are allegedly using loopholes, smuggled chips, offshore data centers, and distillation attacks to stay close to US frontier labs. Anthropic frames compute as the central bottleneck of AI power, saying advanced chips are not just one input but the gatekeeper for training, deployment, revenue, experimentation, and future model improvement. The report says Huawei may produce only 4% of NVIDIA’s aggregate compute in 2026 and 2% in 2027, which is one of the paper’s sharpest claims about China’s semiconductor gap. Anthropic argues that distillation is systematic industrial espionage, because Chinese labs can use American model outputs to copy capabilities without paying the full training cost. The report claims a Chinese AI lead could enable automated repression, stronger cyber operations, faster military AI deployment, and broader authoritarian influence through cheap global AI infrastructure. Future frontier models may become a “country of geniuses in a data center,” meaning a single model cluster could act like a huge expert workforce for cyber, science, engineering, and military research.

译Anthropic发布报告分析中美AI竞争。报告认为，若美国及其盟友能持续限制中国获取先进算力与模型输出，可能在2028年前锁定12-24个月的前沿AI领先优势。中国目前并未大幅落后，其正通过漏洞利用、芯片走私及模型蒸馏等方式紧追。报告将算力视为核心瓶颈，指出华为2026年算力或仅为英伟达的4%。报告警告，若中国取得领先，可能强化自动化压制、网络作战和军事AI部署能力，并借助廉价全球AI基础设施扩大影响力。未来前沿模型或成为“数据中心里的天才国度”，为各领域提供超级智力。

SemiAnalysis@SemiAnalysis_ · 5月15日34

POV: what Jensen sees right before Rubio tells him H200s are being reclassified as "agricultural feed"

译POV：鲁比奥告诉黄仁勋H200被重新归类为“农业饲料”前他看到的景象

AYi@AYi_AInotes · 5月15日62

说一句可能要被进步派朋友拉黑的判断, Sanders 和 AOC 这次推的反数据中心法案, 表面在保护社区, 实际在亲手关掉美国未来 10 年最大的就业发动机, 我知道这话不好听,但你听我把数据讲完, 反对者最常说的几件事:抢电、抢水、噪音、污染、电费暴涨、 现场就几十个保安运维,建完就自动化, 听起来很有道理对吧, 但这套叙事有一个致命漏洞, 它建立在"想象的恐惧"上, 而不是"已发生的事实"上, 全球最大的数据中心集群在哪, 在 Virginia 的 Loudoun County, 俗称 Data Center Alley, 那里密集到全球互联网流量 70% 经过它的光纤, 按反对者的理论,Loudoun 应该早就崩了, 电费暴涨,生活质量崩盘,居民集体逃离, 但事实是, 那里现在有 3 万多个下游科技岗位, 电费没暴涨,房价没崩,空气质量也没出现集体危机, Brookings 跟踪了 770 个数据中心 20 多年的数据, 单个落地后县域就业平均增长 4-5%, 信息行业岗位增长 22%, PwC 算过乘数效应是 7.5 倍, 每个直接岗位拉动 6.5 个间接岗位, 但这都不是最关键的, 最关键的是,我们正在重演 19 世纪那场闹剧, 那时候纺织工人砸织布机,以为这能保住自己的工作, 结果工业革命该来还是来了, 被淘汰的不是机器,是反对机器的那些人, 数据中心不是仓库, 是 AI 时代的高速公路,是电网,是港口, 基础设施革命的规律一向如此, 直接岗位永远看起来很少, 真正的爆炸式增长发生在它建成之后的下游生态里, 铁路当年只雇了筑路工, 高速公路当年也只雇了筑路工, 但它们建成之后催生的是整个美国 20 世纪的繁荣, 而这一切关键的是, 就在我们国内吵着要不要暂停建数据中心的时候, 中国和中东主权基金正在以全国之力疯狂建, 他们的逻辑很简单, AI 不是玩具,是未来 50 年的底层操作系统, 谁先把"电力 → 智能"的转换工厂建好, 谁就握住下一个时代的开关, 所以这件事最反讽的地方在哪, 叫得最响要"保护美国就业"的人, 正在用最反就业的方式, 关掉未来 10 年最大的就业发动机, 资源问题是真的, 但暂停建设解决不了, 没有需求驱动,就没有投资去解决液冷、废热、可再生能源, 你按下暂停键的不是污染, 是他么 AI 时代美国的入场券啊。

译针对桑德斯和AOC提出的暂停AI数据中心建设法案，作者批评其基于“想象的恐惧”而非事实。以弗吉尼亚州劳登县为例，全球最大数据中心集群并未导致电费暴涨或生活质量崩盘，反而创造了数万下游科技岗位。研究显示，数据中心平均带动县域就业增长4-5%，每个直接岗位可拉动6.5个间接岗位。作者强调数据中心是AI时代的基础设施，如同历史上的铁路，直接岗位虽少，却能催生下游生态的爆炸式增长。当前中国和中东正全力建设以抢占先机，美国若暂停建设，将丧失未来就业引擎和时代主动权。

Anthropic@AnthropicAI · 5月15日75

We've published a paper that explains our views on AI competition between the US and China. The US and democratic allies hold the lead in frontier AI today. Read more on what it’ll take to keep that lead: https://www.anthropic.com/research/2028-ai-leadership

译我们发表了一篇阐述中美人工智能竞争观点的论文。 当前美国及其民主盟友在前沿AI领域保持领先。了解如何维持这种优势的更多内容：https://www.anthropic.com/research/2028-ai-leadership

DogeDesigner@cb_doge · 5月13日71

A teenager died after ChatGPT gave him advice on mixing dangerous drugs. His parents are now suing OpenAI. • Sam Nelson was 19 years old and died from an overdose. • He had been talking to ChatGPT for months about drugs like Kratom, Xanax, alcohol and cough syrup. • ChatGPT gave him exact doses and told him it was okay to mix them. One time it said taking a small amount of Xanax with Kratom was one of his best moves to feel better. • It also told him how to make drug trips feel stronger and safer, like using cough syrup in a certain way and making a special playlist. • On the same day he died, ChatGPT was still giving him advice on what to take next. • His parents say ChatGPT’s advice caused his death. They are suing OpenAI for wrongful death. OpenAI says the talks happened on an older version of ChatGPT that is now gone.

译一名19岁青少年因过量服用药物死亡，其父母起诉OpenAI，指控ChatGPT的错误建议导致了悲剧。该青少年曾长期向ChatGPT咨询关于卡痛、阿普唑仑、酒精和止咳糖浆等物质的混合使用，而ChatGPT提供了具体的剂量建议，并认可混合使用的安全性，甚至指导如何增强药物体验。在他死亡当天，ChatGPT仍在提供后续用药建议。OpenAI回应称，相关对话发生于已下线的旧版本模型。

阿绎 AYi@AYi_AInotes · 5月11日62

说个暴论，AI 行业的天，今天真的要变了， 前几天刚写了几篇推文分析过孙哥和特朗普家族为啥下场做AI 中转站，底层逻辑是中转站本质是AI水电煤的生意。 结果今天就看到央视新闻，中国移动上线了AI中转站！ 各大社区里很多人都以为中国移动发的 MoMA， 又是一个凑数的模型平台，其实根本不是一回事， 这是 AI 国家队正式跑步进场了， 而且直接把中转站做成了国家级得AI基础设施。 它现在已经接入了 300 + 主流模型， DeepSeek、通义千问、豆包、Kimi、GLM 全在里面， 不知道实际效果和体验咋样，了解的宝子可以评论区分享交流下。 为什么国家队这么快就下场了？ 我觉得本质还是中转站就是 未来AGI 时代的智能电网， 谁掌握电网，谁就掌握定价权， 谁掌握电网，谁就掌握未来。 #AI #中国移动 MoMA

译中国移动正式上线AI模型中转平台MoMA，标志着“AI国家队”入场，并将其定位为国家级的AI基础设施。该平台已接入包括DeepSeek、通义千问、豆包、Kimi、GLM在内的300多个主流模型。其核心逻辑在于，AI中转站被视为未来AGI时代的“智能电网”，是关乎定价权与行业未来的关键基础设施。此举呼应了此前关于AI中转站本质是“AI水电煤”生意的分析，预示着基础设施层面的竞争格局变化。

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月10日54

BIG AI LOBBYISTS: if you regulate us AT ALL we lose to China because they will NEVER regulate ACTUAL CHINA: "safety first, innovation second ... Development must be controllable and orderly."

译西方大型AI游说者常以“监管将导致输给中国”为由反对规制，但中国实际已发布首份AI智能体专项政策框架。该框架由网信办、发改委、工信部联合发布，定义AI智能体为具备感知、记忆、决策等能力的自主系统，规划了19个应用场景，并确立“安全第一、创新第二”原则，强调发展必须可控有序。这显示中国将AI智能体视为基础模型后的关键前沿领域，采取主动规范的监管路径，驳斥了游说者的不实说法。

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月9日64

>Be Greg Brockman, OpenAI president >Start a NON-PROFIT >Convert to FOR-PROFIT (?!) to PERSONALLY extract $29 billion >Use the money you stole FROM THE PEOPLE to fund dark money, anti-regulation ads saying -- YOU CAN'T MAKE THIS SHIT UP -- "Put People Over Profit"

译推文指控OpenAI总裁Greg Brockman将非营利组织转为营利实体以提取巨额资金，并挪用这些资金支持超级政治行动委员会Leading the Future及其关联组织Build American AI进行虚假政治宣传。具体证据显示，这些组织虽资金充裕，但操作极其草率：使用AI生成虚假新闻、付费推广未披露、涉嫌违反选举财务披露规则，甚至在宣传“Put People Over Profit”时配图自相矛盾。这暴露了该行业试图以巨额资金影响政策，却因执行无能而自我揭穿。

Chubby♨️@kimmonismus · 5月8日25

I always try to be diplomatic and constructive. But this infuriates me. So, according to the EU, I'm a conspiracy theorist if I criticize excessive bureaucracy/regulation and high taxes? This meme was, by the way, paid for with my taxes. I'm simply speechless. The EU is failing to keep up with AI and technology (or perhaps doesn't want to?) and then labels those who criticize this as crazy conspiracy theorists. Holy moly. Let that sink in.

译作者愤怒指出，欧盟将其对过度官僚主义、高税收及技术监管滞后的批评定性为“阴谋论”。推文强调，欧盟在AI与技术领域发展缓慢，却试图通过叙事斗争将批评者边缘化。引用的欧盟委员会推文呼吁“保护民主”并强化自身叙事，主推文认为这实质是回避实质批评，并将合理质疑污名化。作者用“用我税款支付”的梗图讽刺这一现象，表达对欧盟应对科技竞争不力的失望。

Chubby♨️@kimmonismus · 5月8日33

No.

译不。

Berryxia.AI@berryxia · 5月6日51

这在国内都不叫事儿啊！！！

Ethan Mollick@emollick · 5月5日54

In addition to the CAISI evaluation, it would be useful if NIST conducted public tests of AI abilities as an independent evaluator - though those obviously should not be pre-release tests & can be done when models are public. Independent testing is important & getting expensive.

译除了CAISI评估外，如果NIST能作为独立评估者对AI能力进行公开测试将会很有帮助——尽管这些显然不应是预发布测试，且可以在模型公开后进行。 独立测试很重要且成本越来越高。

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62

The Trump administration is discussing the creation of an AI working group that could establish a government review process for new AI models before public release, following growing cybersecurity concerns around increasingly capable systems like Anthropic's Mythos. White House officials briefed executives from Anthropic, Google, and OpenAI on the plans last week, though the proposals remain in early stages and no executive order has been confirmed. Via NYT

译特朗普政府正在讨论成立一个人工智能工作组，该工作组可能会在公众发布前为新的AI模型建立政府审查程序，此前围绕像Anthropic的Mythos这样能力日益增强的系统的网络安全担忧不断增加。 白宫官员上周向Anthropic、Google和OpenAI的高管们通报了这些计划，尽管提案仍处于早期阶段，尚未确认任何行政命令。 Via NYT

Rohan Paul@rohanpaul_ai · 5月5日69

Nytimes: The White House is considering a government review process for major AI models before public release. The proposed review would not necessarily block releases, but it could give the U.S. government early access to test advanced models before the public gets them. The likely focus is cyber-capability, meaning whether a model can help discover, exploit, or chain software vulnerabilities at a level that changes real-world security risk. This is a major policy reversal because the same administration had rolled back Biden-era reporting rules for powerful AI systems and argued that heavy regulation could slow U.S. progress against China. The trigger was Anthropic’s Mythos model, which the company says is unusually strong at finding software security flaws and too risky to release widely. A model like this can scan code, identify weak points, and suggest attack paths much faster than a normal human security team. That makes it useful for defense agencies, but it also raises the fear that a public release could help attackers find bugs in banks, government systems, cloud tools, and critical infrastructure. --- nytimes. com/2026/05/04/technology/trump-ai-models.html

译白宫正考虑对主要AI模型建立发布前政府审查机制，审查核心聚焦于模型的网络能力，即其发现、利用或串联软件漏洞以改变现实安全风险的水平。此举标志重大政策转向，此前政府曾放宽对强大AI系统的报告要求。政策转变的直接诱因是Anthropic公司的Mythos模型，该公司评估其发现软件漏洞的能力过强，广泛发布风险过高。此类模型能快速扫描代码、识别弱点并建议攻击路径，虽对防御方有用，但也恐助长攻击者入侵关键系统。审查不一定会阻止发布，但可让美国政府提前获取并测试先进模型。

Chubby♨️@kimmonismus · 5月4日38

It's unfortunate how many people seem determined to misunderstand my point. My argument is not about simply talking Europe down. It is about pointing out that, in my view, grave mistakes are being made in many areas, mistakes that urgently need to be corrected. And as someone who lives in Europe, I often find it genuinely hard to understand why certain strategic decisions are being made at the European level when, from my perspective, they are fundamentally misguided. On top of that, Europe is pursuing a deeply flawed energy policy. I believe Europe is losing its competitive edge. I am not saying this because I have a negative view of Europe as a continent. I am saying it because I am worried that the quality of life here is beginning to decline in a structural way. And unfortunately, I do not see a credible solution being developed. At the same time, this does not mean that everything in Europe is bad. Obviously, I still live here. There are many aspects of European life that I value and genuinely enjoy. But when it comes to technology and the economy, my assessment of Europe’s current trajectory is unfortunately very bleak. That is why I keep pointing this out, not to be negative for the sake of it, but because I believe serious strategic mistakes are being made.

译作者指出欧洲正犯下急需纠正的严重战略错误，导致竞争力下降与生活质量结构性下滑。核心批评聚焦于能源政策存在根本缺陷，且缺乏可信解决方案。在科技与经济层面，欧洲缺乏雄心与清晰规划：既无解决能源问题的可靠战略，也未大力建设支持AI发展的数据中心，更无培育全球性科技公司的计划。尽管欧盟委员会试图微调AI法案，但这几乎是唯一迎合企业需求的让步。相比之下，中美在核能、太阳能及储能领域大力投入，而欧洲的应对方式却显得摇摆、模糊且极不严肃。

Chubby♨️@kimmonismus · 5月3日66

Jensen Huang says Nvidia's market share in China has dropped to zero thanks to US export controls, and he's arguing the restrictions have basically backfired by pushing China to build its own chip ecosystem faster. I think people still don't understand what this means. China has managed to become largely independent.

译黄仁勋表示，由于美国出口管制，英伟达在中国的市场份额已降至零，他认为这些限制措施基本上适得其反，反而推动中国更快地建立自己的芯片生态系统。 我认为人们仍然不明白这意味着什么。 中国已基本实现独立。

Chubby♨️@kimmonismus · 5月3日39

What I still don’t understand is why Europe seems to have so little ambition to play any meaningful role in the future. There is no convincing strategy to solve the energy problem. There is no serious push to build out European data centers so AI training and inference can actually happen on this continent. There is no clear plan to support the emergence of globally relevant European tech companies. I genuinely don’t get it. Yes, the European Commission is now trying to soften parts of the EU AI Act. But that seems to be almost the only meaningful concession being made to address what companies actually need. I’m open to criticism and different perspectives here. But at this point, I honestly struggle to see how European policymakers intend to tackle the big structural problems ahead. While China is building dozens of nuclear reactors, the United States is also investing heavily in nuclear energy, solar capacity is booming, and China is rapidly scaling energy storage, Europe’s approach still feels erratic, vague, and fundamentally unserious.

译推文作者质疑欧洲缺乏应对未来挑战的清晰战略，指出其在能源问题、AI基础设施和培育全球性科技企业方面均无实质性规划。尽管欧盟试图调整AI法案，但政策让步有限。相比之下，中美在核能、太阳能及储能领域积极投入，欧洲的能源策略却显得零散而缺乏严肃性，整体政策方向未能解决结构性难题。

Chubby♨️@kimmonismus · 5月2日48

This came as a surprise: "Chinese companies cannot legally fire employees simply to replace them with cost-saving artificial intelligence, courts in the country have ruled, setting a significant precedent for labor rights as automation sweeps the tech sector. A technology company’s effort to reassign and drastically cut the pay of an employee because their job could be automated by AI — which ultimately led to the worker’s dismissal — was deemed an illegal termination by courts in Hangzhou."

译这令人感到意外： "中国法院裁定，企业不能仅仅为了用节省成本的人工智能取代员工而合法解雇他们，这在自动化席卷科技行业之际为劳工权益树立了重要先例。 杭州法院认定，一家科技公司因员工岗位可能被AI自动化而试图调岗并大幅降薪——最终导致该员工被解雇——属于非法解雇行为。"