{ "generated": "2026-11-05", "sha": "707df050bf85", "node": { "id": "ep:96", "type": "Episode", "name": "EP.96", "slug": "96", "ep": 96, "date": "2026-07-31", "page": "/buzzwords/96/", "n_models": 13, "window_from": "2026-07-24", "window_to": "2026-07-31", "window": "2026-07-24 → 2026-07-31", "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，是本期的故事线和快讯里讲到、但发布日在窗口之前的模型。", "intro": "本期是补录：EP.96 当时没有“本周新模型”栏目，这一份按页面当时提到的模型发布，回头对着一手页面核了一遍。页面自己写的窗口是 07-24 → 07-29，分享日是 07-31，这里按分享日算到 07-31。发布日以官方公告或模型卡为准，不是 HF 仓库的创建日。要点后括号里标了信息来自“厂商自述”“模型卡”还是“独立”：厂商自述的基准本刊没有重跑。", "excluded": "没有列入的，以及原因。页面提到、但不是对外发布的：OpenAI GPT-Red（内部自动化红队模型，官方 X 帖 07-15，只用于训练 GPT-5.6，没有 API 和权重；若合并时想收，可记 closed、背景 · 07-15）。没核到发布稿：Sulphur 2（基于 LTX 2.3 的社区视频微调，页面写 5 月上旬，页面给的站点现在返回 404）。论文或项目页，没写权重或服务：Transformer Transformer（机器人形态-运动协同设计）。只在别的新闻里带过一句：Thinking Machines 的“首个开放权重模型”（指 Inkling，07-15，属 EP.94），没有名称和日期；FLUX 3 与 FLUX-mimic 在快讯里只当对照出现，没有发布信息。传闻或软件，不是模型：OpenAI 下一代模型“8 月提前上线”传闻、DeepSeek Harness 内测、OpenAI Codex Security CLI、Claude Code /fork、Cursor agent swarms。窗口内确有发布、但页面没写，所以不收：Inkling-Small（07-30，EP.97 页面收了）、DeepSeek-V4-Flash-0731、MiniMax H3（API）、Seedance 2.5（均 07-31，EP.97 页面收了）。日期要订正的：EP.96 页面把 Kimi K3 权重写成 Apache 2.0，实际是 Kimi K3 License；Inflect-Micro-v2 的发布日有 07-18 / 07-24 / 07-26 三种说法，见条目。 本期是补录：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": 9, "cat_notes": [ { "category": "open-llm", "text": "权重能下载的模型。许可写在每行里：Kimi K3 License 有收入和署名条件，不是 OSI 开源。" }, { "category": "closed-llm", "text": "只能通过 API、订阅或自家产品用的模型。Fugu 系列是编排系统（一个端点后面调度多个模型），不是单个训练出来的模型。" }, { "category": "retrieval", "text": "Ontology 1 是公司自称的“神经符号搜索模型”，只用在自家产品里，按“搜索 / 检索”放在这一类。" }, { "category": "video-world", "text": "Gemini Robotics 2 是机器人用的视觉-语言-动作模型和具身推理模型，按“机器人相关”放在这一类。" } ], "title": "四大财报揭晓：AI 泡沫论没有变成共识", "oneliner": "Google单季自由现金流转负 · Kimi K3完整权重开放兑现 · HF智能体入侵取证 · AI资本开支物理代价显影", "guide": true, "template": "mid", "status": "published", "kind": "full", "kind_zh": "完整页", "entry": "agent", "by": 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