{ "generated": "2026-11-05", "sha": "707df050bf85", "node": { "id": "ep:107", "type": "Episode", "name": "EP.107", "slug": "107", "ep": 107, "date": "2026-10-16", "page": "/buzzwords/107/", "n_models": 25, "window_from": "2026-10-09", "window_to": "2026-10-16", "window": "2026-10-09 → 2026-10-16", "meta": "窗口内发布或开放的主要新模型，按类型分组；每个模型列开发者、发布日、规模、可得性和许可、要点与一手链接。带“边界日”或“背景”标记的，是本期的故事线、专题和快讯里讲到、但发布日在窗口之前的模型。", "intro": "本期是 2026-10-23 的补录。发布日以官方公告或模型卡为准，不是 HF 仓库的创建日——Step 5 Preview 的仓库 09-20 就建了，权重 10-15 才公开。要点后括号里标了来源类型：厂商自述的基准本刊没有重跑，模型卡指规格和许可类事实来自官方卡或官方文档本身，独立指第三方榜单或媒体实测。本期页面没讲、但已在台账里的窗口内模型，原样并入。可得性、价格按 10-23 前后读到的官方页写，权重后来放出的（如 Beam）已按放出后的状态记。各类按窗口内的在前、边界日和背景的在后排。", "excluded": "没有列入的，以及原因。【台账已有、发布日在本期窗口内，但本期页面没讲，原样并入、不重核】Muse Spark Open（10-15）、Nemotron 3.5 Bolt（10-15）、Nemotron Labs Dory 1.0 4B（10-16）、FLUX.3 Image Klein（10-15）、Kling 4.0（10-16）、MOSS-Image（10-16）、Flora（10-15）、Timestral（10-15）、Muse-Spark-Open-DFlash2（10-16）。【窗口前发布，被页面当背景或对比用，不列】Gemini 3.8 Live with Live Avatar（Google 博客页面标 09-24）、Aikido Altar-1（据二手稿 09-21）、Inception Mercury Decide（OpenRouter 标 09-30）、Claude Haiku 5.5（10-07，页面没讲它的发布，已列入 EP.106）、Opus 5.5、GPT-6 Astra、Fable 5.1、Mythos 5.1、Kimi K3、GLM-5.3、Qwen3.8、Gemma 4、Jev 1.13（TypeSafe，决策模型品类的起点，本期只写了它的融资，不是新发布）、Kev-4B、Boltz / Chai 的 BoltzMol-1、BoltzProt-1、Chai-2、Chai-3、IsoDDE 等生物模型（专题 03 引用的都是 6 月到 8 月的旧发布，Chai × GSK 10-09 是合作公告、没写新模型版本）。【页面只把它们当基座或对比、没有可核的发布日，不列】Torchcast Decision、Quyet-1.0-Large 等 JevBench 榜上的第三方决策模型；H2O-Lightning-4B 例外，已按 10-07 博文列为背景。【窗口内但只见标题，没核到一手发布稿，暂不列】蚂蚁 560B 开源大模型（只见 36氪 10-16 的标题）、“iPhone 离线跑 35B 多模态”的国产开源模型（量子位 10-13 标题）、美国 Sora 新版本（钛媒体 10-16 标题）、智谱 GLM-5.3 高速版（36氪 10-11 标题，看起来是已有模型的部署变体）、地平线 HoloBrain v0.5（HF 仓库建于 10-09，机器人模型，未核）；Qwen4 双模型同时放权重只是 X 上的传闻。【社区或厂商量化衍生】mlc-ai 的 Gemma 4 E2B MLC 打包、NVIDIA 的 GLM-5.3-Flash-FP4-Local、Qwen3.8-Flash-Next-FP4-Local、Qwen-Image-NVFP4 等，只是旧模型的量化版。【不是新模型】OpenAI Decisions API（beta，仍只支持 gpt-6-luna）、REA、Eleven、Hypit、Handwired、Agent-Native、Anatomy、LASRecomp、plx-native 等软件；TheoPhysEval、SqueezeBench、ProgramGym、FineEnvs 是基准或环境；ReplaySSM、Harness²、RSI-Anything、Hybrid Reasoning Agents 是论文方法；Maia 300、Intel GPU D 系列、d-Matrix 是芯片；OpenCode 的隐身模型 Cat Jam 只有名字、没有模型信息；陶哲轩讲义里说的“很快放出的开源数学模型”还没发。【日期口径说明】Gemini 4 Argon 的 10-13 是全面开放日（09-30 是先给受信任防御者），台账按 10-13 记；Beam 的 10-16 是放权重日（10-05 是官宣日）；阶跃 Step 5 Preview 的 09-20 是 API 发布和建仓日，权重 10-15 才公开。 本期是补录（2026-10-23）：只收本期页面里提到的模型发布，窗口内页面没提到的不在此列。", "n_in_window": 16, "cat_notes": [ { "category": "open-llm", "text": "本期的“决策模型”（Clef 系列、Strands Decider、pplx-decider、H2O-Lightning）不生成文字，一次前向给出带概率的选项答案，暂放在这一类；EP.107 故事线 C 讲的就是它们的基座都是阿里的 Qwen。许可证写在每行里：Apache-2.0 是常见的宽许可，StepFun Model License、Muse Model License、OpenMDW 各有条件，别当成同一类。" }, { "category": "closed-llm", "text": "只能通过 API 或订阅用的模型。官方说要开放、但权重还没放出的也放在这里（如 Mistral Large 4）；Ultramarine 的权重“即将放出”也先放在这里。" } ], "title": "这次，警方先发了新闻稿、腾讯借了 57 亿美元、五家美国公司的模型都建在 Qwen 上", "oneliner": "Anthropic 自曝 Agent 触达政府网站，费城警方抢在报告前发了新闻稿，白宫说上报“不可选”但没有成文规则；腾讯 10 年期美元债按国债加 90bp 定价、合计募得约 57 亿美元，Volta 的贷款约 11%，Firmus 撤回 IPO，OpenAI 年化收入约 500 亿而不是流传的 700 亿；微软、Cloudflare、Perplexity、AWS、H2O 五家美国公司的决策模型，基座全是 Qwen；专题：Lean 的内核被 AI 找出过漏洞，软件岗位帖涨幅的 71% 来自资深岗，AI 做药里估值最高的和人体证据最硬的不是同一批，Anthropic 把 monorepo 搬出 git、换成自己的 Scion，软件会怎么变，内容生成技术可能先在安全领域用起来", "template": "new", "status": "published", "n_must_index": 17, "n_hl_index": 23, "kind": "full", "kind_zh": "完整页", "entry": "agent", "by": "episode-import", "at": "2026-11-04T16:15:12", "n_stories": 9, "n_topics": 6, "n_items": 112, "n_sections": 6, "n_recap": 5, "n_must": 16, "n_highlight": 1, "n_dispatch": 80, "n_howto": 3, "n_outlook": 7, "degree": 0, "n_entities": 140, "scale": "9 个故事线 / 专题 · 112 个条目 · 讲到 140 个实体" }, "page": "https://xiaopingfeng.com/graph/e/ep/107/", "out": [], "in": [ { "type": "part_of", "sentence": "这次，费城警方比 Anthropic 先开了口属于EP.107", "direction": "in", "id": "story:107-story-a", "name": "这次，费城警方比 Anthropic 先开了口", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "腾讯借到 57 亿美元，Volta 的贷款要 11%，Firmus 把 IPO 撤了属于EP.107", "direction": "in", "id": "story:107-story-b", "name": "腾讯借到 57 亿美元，Volta 的贷款要 11%，Firmus 把 IPO 撤了", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "美国公司做的决策模型，用的都是阿里的 Qwen属于EP.107", "direction": "in", "id": "story:107-story-c", "name": "美国公司做的决策模型，用的都是阿里的 Qwen", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "证明越来越容易检验，检验器自己有人看吗属于EP.107", "direction": "in", "id": "story:107-dg-verify", "name": "证明越来越容易检验，检验器自己有人看吗", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "软件岗位帖回升了近 15%，涨幅的 71% 来自资深岗属于EP.107", "direction": "in", "id": "story:107-dg-steps", "name": "软件岗位帖回升了近 15%，涨幅的 71% 来自资深岗", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "AI 做药的流水线有六七格，各家都在抢“设计”这一格属于EP.107", "direction": "in", "id": "story:107-dg-bioai", "name": "AI 做药的流水线有六七格，各家都在抢“设计”这一格", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "每天合并的改动从 2,500 涨到 3 万多个，Anthropic 的 monorepo 不用 git 了属于EP.107", "direction": "in", "id": "story:107-dg-scion", "name": "每天合并的改动从 2,500 涨到 3 万多个，Anthropic 的 monorepo 不用 git 了", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "软件的三个阶段：人加 AI 写代码，需求长出软件，整个就是网络属于EP.107", "direction": "in", "id": "story:107-dg-software", "name": "软件的三个阶段：人加 AI 写代码，需求长出软件，整个就是网络", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "一头造诱饵、溯源，一头拿批量生成的报警去消耗对手属于EP.107", "direction": "in", "id": "story:107-dg-gensec", "name": "一头造诱饵、溯源，一头拿批量生成的报警去消耗对手", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Anthropic 的第二家驻场评估方，OpenAI、Google 和协议六家签署方的具名评估方或审计者：10 月 16 号前都不会出现属于EP.107", "direction": "in", "id": "item:107-recap-1", "name": "Anthropic 的第二家驻场评估方，OpenAI、Google 和协议六家签署方的具名评估方或审计者：10 月 16 号前都不会出现", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Dots、Muse、Manus Cue 三家：10 月 16 号前都不会公开收窄已发布产品的默认权限属于EP.107", "direction": "in", "id": "item:107-recap-2", "name": "Dots、Muse、Manus Cue 三家：10 月 16 号前都不会公开收窄已发布产品的默认权限", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Volta 的 50 亿美元贷款和 Broadcom 的 600 亿美元银团：10 月 16 号前不会有一笔被撤回、缩水或明显上调收益率属于EP.107", "direction": "in", "id": "item:107-recap-3", "name": "Volta 的 50 亿美元贷款和 Broadcom 的 600 亿美元银团：10 月 16 号前不会有一笔被撤回、缩水或明显上调收益率", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "openai/math 在 10-07 的撤回之后，10 月 16 号前会再出现新的撤回或修订，或有指向具体手稿的外部实质性错误指认属于EP.107", "direction": "in", "id": "item:107-recap-4", "name": "openai/math 在 10-07 的撤回之后，10 月 16 号前会再出现新的撤回或修订，或有指向具体手稿的外部实质性错误指认", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "OpenAI 的 Decisions API：10 月 16 号前不会正式 GA属于EP.107", "direction": "in", "id": "item:107-recap-5", "name": "OpenAI 的 Decisions API：10 月 16 号前不会正式 GA", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Meta 10-12 发 Muse Wonder 和 Wonder Full：最强的一档按订阅价放行，模型卡写“不排除”化生领域触及高风险阈值属于EP.107", "direction": "in", "id": "item:107-hl-muse-wonder", "name": "Meta 10-12 发 Muse Wonder 和 Wonder Full：最强的一档按订阅价放行，模型卡写“不排除”化生领域触及高风险阈值", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Muse Wonder 发布后的实测争议：开发者晒的 3D 游戏演示比 Opus 5.5 差得多，Alexandr Wang 回应“没有专门在 3D 演示游戏上训练”属于EP.107", "direction": "in", "id": "item:107-hl-muse-benchmark", "name": "Muse Wonder 发布后的实测争议：开发者晒的 3D 游戏演示比 Opus 5.5 差得多，Alexandr Wang 回应“没有专门在 3D 演示游戏上训练”", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Google 10-13 全球发布 Gemini 4 Argon：API 入门价每百万 token 输入 2 美元、输出 10 美元，自称 Vals Index 第一；发布稿里有一串“AI 优化 AI 和软件”的自报数字属于EP.107", "direction": "in", "id": "item:107-hl-gemini4-argon", "name": "Google 10-13 全球发布 Gemini 4 Argon：API 入门价每百万 token 输入 2 美元、输出 10 美元，自称 Vals Index 第一；发布稿里有一串“AI 优化 AI 和软件”的自报数字", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "阶跃 Step 5 Preview 10-15 如期放出权重：许可证是自定义的 StepFun Model License 1.0，OpenRouter 周榜升到第二，Artificial Analysis 仍标 Proprietary属于EP.107", "direction": "in", "id": "item:107-hl-step5", "name": "阶跃 Step 5 Preview 10-15 如期放出权重：许可证是自定义的 StepFun Model License 1.0，OpenRouter 周榜升到第二，Artificial Analysis 仍标 Proprietary", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "DeepSeek 10-15 的 API 故障：北京时间 8:11 到 13:04，按账号 7 日消耗全额以赠金返还属于EP.107", "direction": "in", "id": "item:107-hl-deepseek-outage", "name": "DeepSeek 10-15 的 API 故障：北京时间 8:11 到 13:04，按账号 7 日消耗全额以赠金返还", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "OpenCode 10-15 让 DeepSeek V4.1 Flash 免费；有人问它怎么赚钱，OpenCode 的 dax 回应“不卖数据，模型按各家实验室提供的方式服务”属于EP.107", "direction": "in", "id": "item:107-hl-opencode-free", "name": "OpenCode 10-15 让 DeepSeek V4.1 Flash 免费；有人问它怎么赚钱，OpenCode 的 dax 回应“不卖数据，模型按各家实验室提供的方式服务”", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "FT：英伟达在谈加码投资或收购 Reflection AI属于EP.107", "direction": "in", "id": "item:107-hl-nv-reflection", "name": "FT：英伟达在谈加码投资或收购 Reflection AI", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "Apple 10-13“Welcome Home”：四篇新闻稿全在讲 Siri AI，没有一个字提外部模型属于EP.107", "direction": "in", "id": "item:107-hl-apple", "name": "Apple 10-13“Welcome Home”：四篇新闻稿全在讲 Siri AI，没有一个字提外部模型", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "微软 10-12 发布 Maia 300：2027 年起作为微软产品推理的主力，自称每兆瓦吞吐比领先 GPU 系统多 40%属于EP.107", "direction": "in", "id": "item:107-hl-maia", "name": "微软 10-12 发布 Maia 300：2027 年起作为微软产品推理的主力，自称每兆瓦吞吐比领先 GPU 系统多 40%", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "SpaceXSI 10-14 发 Grok Voice 3.0：自称 Artificial Analysis 语音到语音指数第一，API 每分钟 0.08 美元；Starlink 客服每天约 2 万通电话，约 70% 没有人介入属于EP.107", "direction": "in", "id": "item:107-hl-grok-voice", "name": "SpaceXSI 10-14 发 Grok Voice 3.0：自称 Artificial Analysis 语音到语音指数第一（86.9），API 每分钟 0.08 美元；Starlink 客服每天约 2 万通电话，约 70% 没有人介入", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "SpaceXSI 把 X Premium、Grok 和 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