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2026-10-23 18 builders · 38 tweets · 1 podcasts · 0 blogs

🔥 热点话题

Ineffable:从纯经验打造超级学习者,通往超级智能的唯一路径Ineffable: Building a Superlearner from Pure Experience as the Path to Superintelligence

The Takeaway:真正的超级智能不会来自人类数据预训练的LLM,而来自能从零开始、在复杂环境中自主发现知识的超级学习者。

David Silver(AlphaGo与AlphaZero核心人物、前DeepMind)与Lasse Espeholt共同创立Ineffable Intelligence,明确放弃LLM路径。他们坚信:人类从灰色脑浆开始集体发现语言、科学、数学的过程,才是超级智能的本质。超级学习者需要深度(从一无所知到超越人类知识)与广度(可投入任何模拟、数字或物理经验流)。他们正在构建“坩埚”(crucibles)——充满涌现复杂性的环境,让智能体在简单奖励下自然涌现技术、语言与科学,而非被人类先验牵着鼻子走。

Silver回忆AlphaZero:放弃人类棋谱后,仅用几小时就超越了两年人工迭代的AlphaGo。他直言当前LLM公司都在“半自主+人类闭环”里打转,必须主动抛弃万亿级人类数据,才能发现真正能持续学习的算法。对齐方面,他们主张先在模拟中建立超级智能科学,搞清楚多智能体和平互动的条件,再决定是否进入真实世界,并承诺以模拟证据作为门控。

团队仅20人,却拥有GCP上最大规模集群之一,计算力人均极高。Silver预测:一年内出现强证据,三年内实现真正超级智能。

“那就是通往超级智能的本质——一个能永远持续学习与发现知识的系统。”
The Takeaway: True superintelligence will not come from LLMs pretrained on human data, but from a superlearner that discovers knowledge autonomously from pure experience in complex environments.

David Silver (AlphaGo/AlphaZero pioneer, former DeepMind) and Lasse Espeholt co-founded Ineffable Intelligence to pursue pure reinforcement learning from experience, deliberately rejecting the LLM path. They argue that the human journey—from gray mush to collective discovery of language, science, and mathematics—is the essence of what AI still lacks. A superlearner must deliver both depth (from zero knowledge to beyond human) and breadth (droppable into any stream of simulated, digital, or physical experience). They are building “crucibles”—environments rich in emergent complexity—so agents can invent technology, language, and science under simple rewards rather than being led by human priors.

Silver recalls AlphaZero: after discarding human game data, the system surpassed two years of human-in-the-loop AlphaGo work in mere hours. He sees today’s LLM labs as stuck in semi-autonomous, human-in-the-loop loops; only by actively abandoning trillion-token human datasets can we discover algorithms that keep learning forever. On alignment, they prioritize developing a science of superintelligence inside simulation—understanding the conditions for peaceful multi-agent interaction—before any real-world deployment, with simulation evidence as an explicit gate.

With a deliberately small team of ~20 and one of the largest GCP clusters, compute-per-person is extremely high. Silver’s forecast: strong evidence within a year, true superintelligence within three.

“That is the essence of what it will take to get to superintelligence, like a system that can just keep learning and discovering knowledge forever.”
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Claude平台大更新:GCP全面可用 + 默认自动模式Claude Platform Updates: Full GCP Availability + Default Auto Mode

Anthropic正式宣布Claude Models on Google Cloud(由Anthropic管理)全面可用,用户可使用完整Claude Platform功能,并支持Google Cloud IAM凭证、计费与承诺抵扣。同时,从下周起,Pro、Max与Team计划的网页、桌面与移动端会话将默认开启自动模式:系统自动拦截风险操作,无需逐步批准,用户可随时切回手动。

官方账号同步上线Fast mode for Opus 5.5、代码执行与Skills API等当日新功能。
Anthropic announced that Claude Models on Google Cloud (Anthropic-managed) is now generally available, delivering the full Claude Platform feature set with Google Cloud IAM credentials, billing, and commitment retirement. Starting next week, sessions across Claude web, desktop, and mobile apps will default to auto mode on Pro, Max, and Team plans: an automated check blocks risky actions instead of requiring step-by-step approval, with a one-click return to manual mode.

The same day also brought Fast mode for Opus 5.5, code execution, and the Skills API.
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OpenAI Codex持续发力:Decisions API正式GA,OpenResponses加入Linux基金会OpenAI Codex Momentum: Decisions API GA, OpenResponses Joins Linux Foundation

OpenAI Codex与ChatGPT负责人Thibault Sottiaux连续预告并确认多项进展:Decisions API正式GA,OpenResponses加入Linux基金会,性能优化同步上线,Uber全面押注Codex与相关工作流。他多次强调“明天上午10点PST前落地”,并配以“小船”表情,引发社区高度关注。
OpenAI Codex & ChatGPT lead Thibault Sottiaux confirmed a rapid series of releases: Decisions API is now generally available, OpenResponses has joined the Linux Foundation, performance improvements shipped, and Uber is going all-in on Codex and related workflows. He repeatedly teased “landing tomorrow before 10am PST” alongside a small ship emoji, driving significant community anticipation.
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Agent Skills正式捐赠给Agentic AI Foundation,与MCP并列Agent Skills Donated to Agentic AI Foundation Alongside MCP

Anthropic Claude负责人Boris Cherny宣布,原本在Claude Code中实验的Agent Skills已被行业广泛采用,因此Anthropic决定将其捐赠给Agentic AI Foundation,与MCP并列,推动更开放的智能体生态。
Anthropic’s Boris Cherny announced that Agent Skills, which began as an experiment inside Claude Code and has since been widely adopted across the industry, is being donated to the Agentic AI Foundation alongside MCP to foster a more open agent ecosystem.
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💰 创业成功案例

Mistral强势回归:Le Chonk成为西方最大开源模型Mistral Is Back: Le Chonk as the West’s Biggest Open Model

VC Matt Turck与Mistral研究负责人Pierre Stock深度对话,详解西方开源权重的强势回归。Le Chonk在自有数据中心3800块GPU上训练,采用混合专家架构,支持多种推理模式与原生多模态。Pierre分享了从FAIR到“Mistral黑手党”的历程,以及向DeepSeek学习效率、用强化学习做“考试”的具体实践。Mistral Large 5已在规划中。
VC Matt Turck sat down with Mistral research lead Pierre Stock for a deep dive into the Western open-weight comeback. Le Chonk was trained on 3,800 GPUs in Mistral’s own datacenters, uses a mixture-of-experts architecture, supports multiple reasoning modes, and is natively multimodal. Pierre recounted the journey from FAIR and the “Mistral mafia,” efficiency lessons borrowed from DeepSeek, and treating reinforcement learning like an exam. Mistral Large 5 is already on the roadmap.
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机器人正在复刻LLM的演进路径Robotics Is Following the Same Shift LLMs Did

Physical Intelligence联合创始人Sergey Levine在SPC分享:机器人正经历与LLM相同的范式迁移——从微调到提示再到直接用自然语言告诉模型你想要什么。π0.7已能通过普通语言指导学习新技能。Aditya Agarwal指出,顶尖大学博士学位并不自动等于优秀机器人研究者。
Physical Intelligence co-founder Sergey Levine told SPC that robotics is undergoing the same paradigm shift LLMs experienced: from fine-tuning, to prompting, to simply telling the model what you want in plain language. π0.7 already learns new skills from ordinary language coaching. Aditya Agarwal added that a PhD from a top university does not automatically make someone a great robotics researcher.
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🛠️ 开发者工具与技巧

Swyx:Opus 5.5是目前最好的工作量估算模型Swyx: Opus 5.5 Is the Best Work-Estimator Model Yet

AI工程师Swyx表示,Opus 5.5是他用过最准的工作量估算模型。随着我们把越来越多任务委托给AI,校准变得至关重要:别告诉我需要2-3个工作日(人类节奏),热情、不知疲倦且可高度并行的AGI其实能在2-3小时内完成。他还强调对AI找bug的正确态度——别怪AI,立刻锁死把所有bug清完。
AI engineer Swyx called Opus 5.5 the best work-estimator model he has ever used. As we delegate more work to AI, calibration matters: don’t tell me it will take 2-3 working days (human pace) when an enthusiastic, indefatigable, embarrassingly parallelizable AGI can finish in 2-3 hours. He also praised the right attitude toward AI-found bugs—don’t blame the AI, just lock in and clear every bug immediately.
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Guillermo Rauch:该彻底淘汰静态凭证了Guillermo Rauch: Time to Kill Static Credentials

Vercel CEO Guillermo Rauch指出,互联网加密密钥的守护者居然用“4”当密码,而普通人的密码还是厨房便利贴上的“P4ssword!”。他呼吁行业像当年普及TLS绿锁一样,共同推进OIDC与自毁密钥,让被盗凭证自动失效。同时他展示了AI Gateway作为工具市场的Generative UI真实案例——一行代码即可接入Google的搜索、天气、体育、股票等能力。
Vercel CEO Guillermo Rauch highlighted the absurdity that the stewards of the internet’s encryption used the password “4” while ordinary users still rely on “P4ssword!” on kitchen Post-its. He called for the industry to kill static credentials the same way it once delivered TLS green locks for every site—pushing OIDC and self-destructing keys so stolen credentials auto-expire. He also showcased a real-world Generative UI example via AI Gateway, where one line of code adds Google as a tool for search, weather, sports, stocks and more.
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Aaron Levie:安全靠模糊的时代彻底结束Aaron Levie: Security Through Obscurity Is Fully Over

Box CEO Aaron Levie直言,任何形式的“安全靠模糊”在自主系统面前都已失效。代理会检查每一个角落、尝试每一种攻击排列。因此企业必须升级多年遗留基础设施、现代化安全实践、清理数据管道并加强访问控制。代理既能加速防御工作,也能模拟风险向量,但这条路还很长,这也是AI扩散时间线比部分人预期更长的原因之一。
Box CEO Aaron Levie declared that any form of security through obscurity is fully over. Autonomous systems will examine every crevice and try every permutation of attack. Years of legacy enterprise infrastructure must be upgraded, security practices modernized, data pipelines cleaned, and access controls tightened. Agents will help on defense by both accelerating the work and simulating risk vectors, but the road is long—and this is one reason diffusion timelines will stretch longer than some expect.
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Garry Tan:Aside Browser让智能体真正会用网页Garry Tan: Aside Browser Makes Agents Actually Good at the Web

Y Combinator总裁Garry Tan推荐Aside Browser,称其为让智能体真正擅长使用网页的切实解决方案。他同时观察到AI正在真实改造强大的SaaS业务,并分享了相关案例。
Y Combinator President Garry Tan highlighted Aside Browser as a real solution that finally makes agents great at using the web. He also noted how AI is genuinely transforming powerful SaaS businesses and shared concrete examples of the impact.
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Alex Albert:用Claude运营本地小生意会很有趣Alex Albert: Running Local Small Businesses with Claude Could Be Huge

Anthropic研究员Alex Albert认为,用AI帮助运营一批本地小生意会是极有意思的侧项目。他预计像Claude Duet这样的产品,对小企业的影响力最终可能超过Square或Google Maps。
Anthropic researcher Alex Albert suggested that running a bunch of local small businesses with AI assistance would be a fascinating side quest right now. He believes products like Claude Duet could ultimately become more important for these businesses than Square or Google Maps ever were.
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🌍 其他动态

Madhu Guru:职业卡住时,用行动创造清晰Madhu Guru: When Stuck in Your Career, Create Clarity Through Action

Meta AI高级总监Madhu Guru对大量感到AI浪潮中职业迷茫的产品经理说:别再等清晰,用行动去创造它。做点东西、自动化一个工作流、联系激励你的人。每一次行动都会带来经验、反馈和新想法。清晰往往是行动的结果。
Meta AI Senior Director Madhu Guru told product managers feeling stuck as AI reshapes their roles: stop waiting for clarity and create it through action. Build something, automate a workflow, connect with people who inspire you. Each action yields experience, feedback and new ideas. Clarity is often the consequence of action.
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Nikunj Kothari:种子轮到A轮的挤压处于历史高位Nikunj Kothari: Seed-to-Series A Squeeze at an All-Time High

FPV Ventures合伙人Nikunj Kothari观察到,自己见过的种子公司中,大约10%会在几个月内被收购。种子轮到A轮的挤压从未如此严重,也看不到缓解迹象。做梦从未如此容易,规模化却从未如此艰难。他将于下周发布相关长文。
FPV Ventures partner Nikunj Kothari noted he is batting nearly 10% for seed companies he meets that get acquired within a few months. The seed-to-Series A squeeze is at an all-time high and shows no sign of abating. It has never been easier to dream, never harder to scale. A new essay on the topic drops next week.
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Amjad Masad:Replit如何保护用户应用免受近期漏洞影响Amjad Masad: How Replit Protects Apps from Recent Vulnerabilities

Replit CEO Amjad Masad分享了平台针对近期安全漏洞的防护措施,强调持续加固以保护用户应用。
Replit CEO Amjad Masad shared how the platform is protecting user apps from the recent wave of vulnerabilities, underscoring ongoing hardening efforts.
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Matt Turck:AI领域人人都在与人人竞争Matt Turck: Everyone Is Competing with Everyone in AI

VC Matt Turck观察到AI产业链正在全面交叉竞争:芯片厂商与推理服务商竞争,推理服务商与neo-cloud及后训练竞争,模型与应用和芯片竞争,应用又与模型竞争。NVIDIA则把芯片卖给所有人。
VC Matt Turck observed that everyone is increasingly competing with everyone else in AI: chip makers vs inference providers, inference providers vs neo-clouds and post-training, models vs apps and chips, apps vs models. NVIDIA, of course, sells to everyone.
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