AI 英文奏折

2026/01/07 | 共收录 20 篇原创长文

📊 情报汇总：本篇奏折已自动过滤转推、广告及雷同新闻。

👤 (9) X 上的 Anthony Pompliano 🌪：“The US is about to crank up the oil supply globally. That should drive gas prices back towards $2 per gallon. But what would the impact be on the stock market? What stocks should you pay attention to in that scenario? How would this affect my portfolio? I asked @cfosilvia. https://t.co/iU7hZEtchh” 02:48

美国增产石油或致油价跌至2美元，AI分析工具可评估对股市及个人投资组合的影响。

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👤 (9) X 上的 Machina：“the fastest way to understand how AI training and RAG work is to build a Claude project… here’s what happens when you do this: > you upload your own files and you can watch the model search through them, pull specific sections, and reference exact information in real-time >” 01:01

构建Claude项目是理解AI训练与RAG最高效的实践方式：实时观察文档检索、提示词调控、知识优先级测试及上下文边界实验，从实操中掌握核心机制。

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👤 (9) X 上的 Rohan Paul：“Boston Dynamics unveiled a product version of its fully electric Atlas humanoid at CES 2026 and said manufacturing starts immediately. All 2026 deployments are already committed, with fleets scheduled to ship to Hyundai’s Robotics Metaplant Application Center (RMAC) and Google https://t.co/y51S7vPd9M” 13:01

波士顿动力在CES 2026发布全电动Atlas人形机器人并投产，首批将于2026年交付现代和谷歌，具备自主运行与远程操控能力，集成AI学习与安全系统。

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👤 (9) X 上的 Rohan Paul：“”Inside the NVIDIA Rubin Platform: Six New Chips, One AI Supercomputer” Key takeaways from Nvidia’s official blog – To train a 10T MoE in 1 month, Rubin would use 75% fewer GPUs than Blackwell. For inference, at the same power draw, Rubin can serve about 10x more tokens per https://t.co/KCceZN3rJt” 04:25

英伟达Rubin平台集成六款新芯片，AI训练效率提升75%，推理性能提高10倍，成本降低90%。

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👤 (9) X 上的 Rohan Paul：“ChatGPT’s daily web visits slid from roughly 200M down to roughly 158M, which is about a 22% drop over the holiday stretch. At the same time, Gemini stayed much steadier, sitting around the 60M-ish range, with only a small holiday dip. A simple of read this could be that https://t.co/WTOoqoIKkN” 12:09

ChatGPT假日期间网页访问量下降约22%，或与工作学习场景关联度高有关；Gemini访问量相对稳定，用户使用场景更偏日常消费。

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👤 (9) X 上的 Rohan Paul：“Super cool claim in this paper. Says that many separately trained neural networks end up using the same small set of weight directions. Across about 1100 models, they find about 16 directions per layer that capture most weight variation. A weight is just a number inside the https://t.co/05MlkF5uEu” 18:13

多模型权重共享低维子空间，可压缩存储与计算。

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👤 (9) X 上的 Rohan Paul：“xAI completed its upsized Series E funding round at $20B. The round beat the $15B target. The oversubscribed round drew participation from Valor Equity Partners, Stepstone Group, Fidelity, Qatar Investment Authority, MGX, and Baron Capital Group. Strategic investors NVIDIA and https://t.co/DFdXNP4p7P” 05:16

xAI完成200亿美元E轮融资，超募并获多家机构参投，资金将用于基础设施建设和加速Grok 5开发部署。

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👤 (9) X 上的 Charly Wargnier：“Wow. @NVIDIA just kicked off the year by pushing open source voice agents way forward. They just dropped Nemotron Speech ASR, a speech to text model designed from the ground up for low latency use cases like real time voice agents 🔥 The demo agent here reaches around 24ms https://t.co/jk9Mumq0M2” 05:09

英伟达开源低延迟语音代理，集成ASR、Nano 30B与Magpie TTS模型，支持500ms内端到端响应，可快速部署。

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👤 (9) X 上的 Rohan Paul：“Boston Dynamics’ Atlas is moving from demos to actual factory trials at Hyundai’s new Georgia plant. A 5ft9in, 200lb all-electric Atlas practiced autonomously sorting roof racks for the assembly line in October. Hyundai says the first wide deployment begins in 2028 on parts https://t.co/ZlflzqUkX7” 03:13

波士顿动力Atlas机器人将于2028年在现代工厂部署，其智能三指手可自适应抓取，通过传感器精准控制力度。

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👤 (9) X 上的 Rohan Paul：“Boston Dynamics robot’s movements are completely at another level. joints rotate a full 360 degrees, allowing it to stand, twist, and recover from falls in ways humans cannot. Many robots fail because wires break over time across those rotating parts. Atlas has no wires https://t.co/gXmaKz7eMr” 02:45

波士顿动力Atlas机器人采用无跨关节线缆设计，实现360度连续旋转与灵活抓握，结合AI学习与触觉反馈提升操作适应性。

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👤 (9) X 上的 Rohan Paul：“This is coming a lot quicker than people think. In a landmark move for humanoid robotics, Boston Dynamics’ Atlas robot has graduated from viral demos to real-world industrial work at a Hyundai factory in Savannah, Georgia. The 5’9”, 56 degrees of freedom, and 200-pound https://t.co/b5LvK41ytH” 02:34

波士顿动力Atlas人形机器人已投入现代汽车工厂产线，具备实时环境感知与协同作业能力，标志其进入规模化工业应用新阶段。

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👤 (9) Rohan Paul on X: “The paper says the best way to manage AI context is to treat everything like a file system. Today, a model’s knowledge sits in separate prompts, databases, tools, and logs, so context engineering pulls this into a coherent system. The paper proposes an agentic file system where https://t.co/ZZyV4zRb38” 15:50

论文提出将AI上下文统一抽象为文件系统进行管理，通过持久化分层存储与动态上下文调度，构建可追溯、可复用的智能体记忆架构。

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👤 (9) X 上的 LlamaIndex 🦙：“Transform messy Excel files into AI-ready data with LlamaSheets—our solution for parsing complex spreadsheets while preserving semantic context and hierarchical structure. Join our live workshop: https://t.co/VW3DR7arae January 29th, 11 AM PT 📊 Handle merged cells, multi-level https://t.co/MWudFdj7d5” 01:13

LlamaSheets可将复杂Excel表格转换为AI就绪数据，保留语义与层级结构，支持财务分析等自动化处理。

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👤 (9) X 上的 LeRobot：“Excited to share our @NVIDIARobotics × @huggingface collaboration on robotics that was presented at CES in Las Vegas. This is a big step for developers. Anything you build in Isaac Sim 19:05

NVIDIA与Hugging Face合作推出LeRobot EnvHub，实现IsaacLab仿真环境一键接入机器人全栈开发流程，大幅缩短从仿真到实际部署的周期。

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👤 (9) X 上的 Yann LeCun：“@matrix_opt @giffmana Dude, your stupid and utterly ignorant attacks don’t deserve that anyone spend any time responding to them. How much do enjoy doing character assassination while cowardly hiding your identity behind a random handle? Own your opinions. You have absolutely no idea of what you are” 00:50

作者驳斥匿名攻击，强调TDNN由Hinton和Lang首创，Waibel未经许可发表成果。早期TDNN仅单层，Bottou首次实现多层并用于词语识别，Bengio后续跟进。

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👤 (9) X 上的 Andrew Ng：“Happy 2026! Will this be the year we finally achieve AGI? I’d like to propose a new version of the Turing Test, which I’ll call the Turing-AGI Test, to see if we’ve achieved this. I’ll explain in a moment why having a new test is important. The public thinks achieving AGI means” 00:37

提出“图灵-AGI测试”，以多日远程工作任务模拟评估计算机是否达到人类专业水平，以明确AGI定义。

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👤 (9) X 上的 Rohan Paul：“A solid paper from Stanford, Princeton, Harvard, University of Washington, and many other top univ. Says that almost all advanced AI agent systems can be understood as using just 4 basic ways to adapt, either by updating the agent itself or by updating its tools. It also https://t.co/jNJrtqqdoC” 12:00

斯坦福等顶尖高校研究提出首个智能体AI适应分类法，将其归纳为更新智能体或工具的四种基本模式，并分析了训练成本、灵活性等权衡。

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👤 (9) X 上的 Rohan Paul：“The paper shows Large Language Models solve ARC-AGI puzzles better by thinking in images first, then in text. Up to 4.33% higher accuracy than text only baselines, without any extra training. ARC-AGI, short for Abstraction and Reasoning Corpus for Artificial General https://t.co/z9n8L21hK8” 14:46

研究提出视觉-文本两阶段法，显著提升大模型在ARC-AGI谜题上的推理准确率，无需额外训练。

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👤 (9) X 上的 Rohan Paul：“Today’s edition of my newsletter just went out. 🔗 https://t.co/eEHxMuE9DW 👨‍🔧 Instagram head Adam Mosseri published a long post on how AI is going to impact Instagram creators and social media. Really great reading. 🇨🇳 China has drafted very strict rules for “human-like https://t.co/r62m8IDwqx” 06:38

AI监管趋严，AI应用加速。Instagram探讨AI影响，Claude代码效率惊人，Yann LeCun离开Meta。

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👤 (9) X 上的 Anthony Pompliano 🌪：“The United States and China are locked in a soft war. They are playing a global game of chess, including economic policies, propaganda, and control of strategic assets. When you see the world through this lens, many of the decisions from both countries makes a lot more sense.” 21:38

中美展开软实力博弈，涵盖经济、意识形态与战略资产竞争，将决定21世纪全球格局走向。

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