News and learning on AI (part II)
- 02/09/2026 – (8) ⧫ Alan Chen ⧫(alanchentsla.eth） on X: “黄仁勋揭露：你向ChatGPT问的每个问题，都在暴露公司战略” / X
- 01/28/2026 – (4) AppSail on X: “Moltbot 新手安装教程，VPS 购买-安装-安全配置-实战体验一条龙” / X
- 01/26/206 – Harari and Tegmark on Humanity and AI
- 01/26/2026 – (2) Shruti on X: “I Spent 40 Hours Researching Clawdbot. Here’s Everything They’re Not Telling You.” / X
又一个火出圈的AI应用！个人AI助理雏形：Clawdbot来了|AI_新浪财经_新浪网
(2) 一口新饭 on X: “推荐看一下。感谢@mike_chong_zh 教会我setup clawdbot” / X
Soaring prices for memory and storage components have turned companies like Sandisk Corp., Micron Technology Inc. and Western Digital Corp. into the hottest stocks in the market over the past year. But they’re causing headaches for many of their customers.
Hardware companies from Apple Inc. to HP Inc. are under pressure, as their need for expensive memory components becomes an investing risk — one that isn’t expected to reverse anytime soon.
The surging demand for memory has contributed to what the technology research firm IDC calls “an unprecedented memory chip shortage,” which it sees as a “crisis” for device manufacturers as supply shortages lead to skyrocketing prices for the chips.
Most skills will be irrelevant in 10-20 years.
Well, maybe… That’s what everyone’s saying at least, and it definitely feels that way.
But if you are a high agency individual, that doesn’t matter.
- 01/05/2026 – NVIDIA Live with CEO Jensen Huang CES 2026
- 12/31/2025 – 为什么Manus没有留在中国？_新浪财经_新浪网
临近年末，一则收购消息引起科技圈震动。Meta宣布正式收购通用AI Agent产品Manus的母公司蝴蝶效应，这是Meta成立以来第三大并购交易，仅次于WhatsApp（190亿美元）和Scale AI（150亿美元）。交易完成后，Manus将保持独立运营，创始人肖弘任Meta副总裁。
一家“生于中国，长于中国”，创始团队全部为华人的AI创业团队，为何没有留在本土发展，也没有被国内巨头收购，反而被远在大洋彼岸的Meta收入囊中？
Yann is just plain incorrect here, he’s confusing general intelligence with universal intelligence. Brains are the most exquisite and complex phenomena we know of in the universe (so far), and they are in fact extremely general. Obviously one can’t circumvent the no free lunch theorem so in a practical and finite system there always has to be some degree of specialisation around the target distribution that is being learnt. But the point about generality is that in theory, in the Turing Machine sense, the architecture of such a general system is capable of learning anything computable given enough time and memory (and data), and the human brain (and AI foundation models) are approximate Turing Machines. Finally, with regards to Yann’s comments about chess players, it’s amazing that humans could have invented chess in the first place (and all the other aspects of modern civilization from science to 747s!) let alone get as brilliant at it as someone like Magnus. He may not be strictly optimal (after all he has finite memory and limited time to make a decision) but it’s incredible what he and we can do with our brains given they were evolved for hunter gathering.
(3) Elon Musk on X: “Demis is right” / X
Forbes has released the top 10 global AI predictions for 2026, and it feels like every single one could bring significant disruption. Here’s the condensed version:
1. Anthropic launches IPO, becoming the most watched tech listing in history; OpenAI, due to its $150 billion funding needs and business complexity, chooses to delay going public to avoid financial scrutiny.
2. Details of Ilya’s SSI research leak out, potentially proving that an intelligence leap can be achieved without massive computing power and data, forcing OpenAI and others to reevaluate their current tech roadmaps.
3. Chinese domestic AI chips break through technical and ecosystem bottlenecks, gradually replacing scaled-down Nvidia products, ushering in a dual-circulation pattern for global computing power.
4. The grand narrative around AGI cools off, with companies shifting focus to scenario-based AI applications that can generate real revenue.
5. Chip depreciation becomes a key variable in the stock market, as shortened hardware iteration cycles put asset-heavy companies like CoreWeave under pressure from asset devaluation, sparking debates over financial bubbles in the industry.
6. The era of general-purpose GPUs comes to an end, as mature AI-assisted design tools drive specialized chips to become the new hot trend, helping companies optimize energy efficiency and costs.
7. Sam Altman may step down as OpenAI CEO and transition to chairman, with a professional manager poised to take over.
8. The wave of AI-driven unemployment surges all at once, becoming a core issue in the U.S. midterm elections, with both parties focusing on the balancing act between innovation and jobs.
9. Traditional pharmaceutical giants kick off a wave of mergers and acquisitions, snapping up startups in the AI protein design space and integrating core algorithms into their R&D pipelines.
10. Neuralink faces encirclement by non-invasive technologies, as companies like Precision Neuroscience leverage high safety and simplified surgical processes to push brain-computer interfaces into the mass consumer market.
- Great interview from Demis Hassabis
Timecodes: 01:42 2025 progress 05:14 Jagged intelligence 07:32 Mathematical version of AlphaGo? 09:30 Science vs commercialization 12:42 Scaling 17:43 Genie and simulation 25:47 Evolution in simulation 28:26 AI bubble 31:56 Building ethical AI 34:31 AGI 44:44 Turing machines 49:06 How it feels to lead
DeepMind掌门人万字详解通往AGI之路_创事记_新浪科技_新浪网
在最新一期播客中，DeepMind掌门人哈萨比斯清晰地勾勒了他心目中通往AGI的一条现实路径：
一半靠规模扩展，另一半靠真正的科学突破。
- 12/16/2025 – LEAP 71
- 11/28/2025 – interesting read on their new AI model
- 10/28/2025 – Exclusive | OpenAI’s Promise to Stay in California Helped Clear the Path for Its IPO – WSJ Company assured state officials on its commitment as it continues its global expansion, which could include a public offering as soon as 2027
- 10/27/2025 – Qualcomm Launches AI Chips to Challenge Nvidia’s Dominance – WSJ
