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China's AI Globalization: The Product Has Left Home. Now What Story Does It Carry? A little over a decade ago, many Chinese teams went abroad with products whose names barely mattered. What mattered was whether an app c...
When Model Weights Cross Borders: Two AI Routes Are Taking Shape At Shanghai's WAIC, the queue started early. Inside, the striking thing was not simply another parameter count or robot demo. It was a proposition: AI sho...
当模型越过边界：中美 AI 竞争正在分成两条路 上海 WAIC 开幕那天，展馆外的队伍从早上就排起来了。展馆里最醒目的并不只是参数、芯片和机器人，而是一种更大的叙事：AI 不该只属于能买得起最高价 API 的少数公司。 几乎同时，华盛顿内部又传出对中国开放模型收紧管控的讨论。Kimi K3 被推到争论中央：当一个开放权重模型已经足够接近前沿，问题就不再只是“它能不能用”，而是谁会因此丢掉订单、利润和定价权。 这两件事放在一起看，AI...
The scarce resource in an AI lab is not only compute. It is judgment: the ability to decide which experiment deserves another run, which attractive chart is a loophole, and which failure should change the next version o...
凌晨的实验室里，最贵的未必是那一排 GPU，而是人——能判断一个新思路值不值得试、能看出漂亮曲线背后的漏洞、能把失败经验写进下一版系统的人。 Weco 在 7 月 14 日发布的 AIDE²，把这群人中最重复、也最难规模化的那一段工作交给了外层智能体：它不去直接做机器学习任务，而是改写另一个研究智能体的代码，再把候选版本放进评测里。100 次连续迭代、8 天无人插手，系统从中留下了 7 个更强版本。Weco 报告称，AIDE85 在三...
On a commute, a user says into their earbuds: “Move it to the afternoon—wait, not today. Friday.” That is exactly the sentence old voice assistants hate. They either execute the first half too early or mistake a tiny pa...
早高峰里，你对耳机说：“帮我改成下午的——等一下，不是今天，是周五。” 旧式语音助手最怕这种句子。它要么把前半句当成完整指令，要么在你刚停顿时抢着回答。真正让人不舒服的并不是语音不够像人，而是它不懂什么时候该闭嘴，也没法在说话的同时继续接收你改口的信息。 7 月 15 日，阿里发布 Qwen-Audio-3.0-Realtime。这不是一次单纯的语音合成升级。它把实时对话、工具调用、情绪/副语言理解和打断处理放进了同一条产品路径：对话...
When the API Bill Gets Bigger Than Payroll, Model Choice Becomes a Cost Discipline Some AI stories do not start with a launch event. They start with a finance spreadsheet. A company building AI agents will naturally beg...
API账单比工资还高以后，模型选择开始回到性价比 有些AI故事不是从发布会开始的，是从财务表开始的。 一家做AI Agent的公司，最早当然愿意把最好的模型塞进每一次调用里。邮件要读，日程要排，客户消息要回，后台还有一堆看不见的推理链路。刚开始大家看的是“能不能跑起来”。跑起来以后，第二张表就来了：这个月API账单多少？比上个月多多少？比一个工程师的工资还高吗？ Lindy CEO Flo Crivello 最近讲的那句话，把很多公司...
AI Is Leaving the Model Leaderboard Behind AI is moving from model capability into an operating layer for the world. It is easy to talk about AI through a narrow lens: which model is stronger, whose context window is lo...
AI 正在离开模型榜单 AI 正在从模型能力变成世界的操作层。 这两年谈 AI，最容易被带进一个很窄的视角：谁的模型更强，谁的上下文更长，谁的 demo 更吓人，谁的价格又降了一档。这个视角当然重要，但它已经不够用了。 真正发生的事，是 AI 正在从“模型能力”变成一整套社会、产业和个人生活的重组力量。它不再只是在网页里回答问题，而是在进入数据中心、核能、药物发现、临床试验、企业权限、组织结构、创作者经济、加密支付、边缘设备、健康管理...
Game Footage May Be the Cheapest Mine for Physical AI With action labels attached, gameplay is no longer just entertainment. It becomes a training mine for agents that need to act. Some funding news disappears the momen...