AI Agent的N个平行世界

AI Agent的N个平行世界

一个属于Agent的平行经济，正在悄无声息地成形。

216 articles
Karpathy tears open the truth of AI "cognitive folding"! 2 billion people worldwide deceived, 20 million plunged into agent vertigo
The truth of AI capability "cognitive folding" is exposed. Karpathy reveals that 75% of the global population has never touched a large model, while the top 5,000 have witnessed agent swarms autonomously attacking, defending, and carrying out mathematical reasoning. The gap between public perception and frontier capability has emerged, and the embryonic form of AI superintelligence is quietly awakening.
新智元
对话郭宇：当软件像牛奶一样便宜，我们还要交付什么？
当软件越来越便宜，工程师是否还有未来？字节前资深员工郭宇从抖音崛起、Vibe Coding倦怠讲到Agent OS与智能的五个层次，最后落在一个更本质的问题：当工作不再是人生必选项，年轻人该怎么活。一场关于AI、软件与生存方式的对谈实录。
INDIGO数字镜像
中国大模型的斩杀线，被斩杀了
Anthropic Haiku 5.5 将推理成本降至前代十分之一，美股AI巨头价格战重挫中国大模型概念股，智谱、MiniMax港股暴跌。硅谷闪电战掀翻了中国性价比斩杀线，开发者因便宜而来也因更便宜而去，0.1美元定价重塑全球大模型格局。
区块律动BlockBeats
AI is crashing US Treasuries — and even if it succeeds, it will be hit with heavy taxes
AI's frenzied bond issuance is "crowding out" the US Treasury?
华尔街见闻
OpenAI 2026开发者大会：Dots个人Agent登场，GPT-6.1 Sol降价来袭！
OpenAI DevDay 2026 发布 Dots 个人 Agent、GPT-6.1 Sol 模型及 500 美元 Pro 会员，新品全面对标 Grok 与 Claude，生态与定价策略引发热议。
数字生命卡兹克
I really don't want to praise Zuck, but Muse is indeed a smart move
Meta has accumulated the attention of billions of users; Muse wants to go further and take their intent and transactions.
MSX 研究院
The 7 most intriguing details in Anthropic's IPO prospectus
Anthropic secretly filed its IPO prospectus, targeting a valuation of over $2 trillion and an annualized revenue of $65 billion, but its $8 billion operating loss and $518 billion in compute commitments have sparked heated market debate.
独角兽挖掘机
AI 的"压路机效应"和软件"作坊化"是智能体互联网的前奏
近期SpaceX和Meta相继推出AI智能体，OpenAI和Anthropic模型降价，区块链支付成智能体互联网关键要素，AI Agent正重塑软件经济与Web3.0形态。
孟岩的区块链思考
红杉资本闭门分享：从“交付软件”到“交付结果”，AI 商业化与资本定价的新逻辑
红杉资本全球合伙人深度复盘AI底层计算架构革命、AGI元年产业落地及资本定价逻辑分化，揭示技术扩散鸿沟中的百亿级商业机会。
PA荐读
越强的 AI，越少的工资：你的学历正在变成最贵的贬值资产
AI重塑经济格局：2030年四种冲击预测，就业、教育、投资与社会影响深度解析。极端情景下GDP猛增32%但认知岗位失业率高达17.9%，资本收益暴涨81%而劳动收入几乎停滞。一份让你提前下注的未来报告。
Merkle3s Capital
Goodbye Metaverse: Meta Goes All-In on "Personal Superintelligence"
Meta Connect's major announcements: personal superintelligence Muse takes center stage, AI glasses and VR glasses lineups get a full upgrade, and Meta's future strategy pivots to smart terminal devices.
独角兽挖掘机
When Everyone Has a Tireless Agent, How to Rewrite the Rules of the Internet
The collision of high-frequency agents with internet interfaces.
Cobo
AI 进化论：递归自我改进（RSI）的边界与真相
这是一篇把“RSI”讲明白的科普级综述。
PA荐读
Meta的灵感Muse，只比“AI点咖啡”高明一点点
Meta旗下AI智能体Muse发布十天登顶美国App Store免费榜，推动Meta股价单日暴涨11.4%并增加1923亿美元市值，还带动AMD市值首破万亿。文章深入分析Muse的省钱传播策略、云端虚拟机技术架构，以及在生活管理场景中的差异化优势与Amazon封锁等现实挑战。
PA荐读
What Happened to Slowing Down? OpenAI and Anthropic Trade Blows on the Same Day, Kicking Off an AI Price War
GPT-6 Sol and Claude Opus 5.5 launch on the same day, the AI model arms race heats up, and costs plummet while intelligence holds steady.
数字生命卡兹克
a16z: If You Can Master AI at 18, Don't Waste 4 Years on a Traditional University!
The university education bundle is facing the shock of the AI era. A new "academy" model is designed specifically for eighteen-year-olds already fired up to build, targeting the mismatch between old training and future jobs. Why must it be located in San Francisco? How do projects replace lectures and real human connection replace the classroom?
a16z
JEV 爆火成为 AI 新宠：盘点 20+ 个最前沿的加密实战用例与叙事标的
JEV 哑巴 AI 模型爆火，零延迟低费用催生高频交易机器人与链上 Agent 生态，实用工具与概念代币齐飞，一文盘点最受关注的 JEV 加密项目。
深潮TechFlow
孙正义又去借钱了，百亿美元继续押注OpenAI
软银孙正义再借百亿美元押注OpenAI，三期投资总计300亿，发债筹资背后是债务压力与上市等待。
区块律动BlockBeats
当AI Agent加速涌入内网：「网安」的主战场，变了
从 PANW、CRWD 到 SAIL、VRNS，「网安」的分水岭，彻底转向。
MSX 研究院
Jev suddenly goes viral: It doesn't chat, doesn't write code, it only makes judgments
Jev, an AI model that only makes judgments, suddenly went viral, with speed improvements of up to 193x and cost reductions of up to 444x. Its founder reflects on RLHF: What the Agent era needs isn't a smarter brain, but massive, fast, and cheap automated decisions.
华尔街见闻