{ "generated": "2026-11-05", "sha": "707df050bf85", "node": { "id": "ep:99", "type": "Episode", "name": "EP.99", "slug": "99", "ep": 99, "date": "2026-08-21", "page": "/buzzwords/99/", "n_models": 5, "window_from": "2026-08-14", "window_to": "2026-08-21", "window": "2026-08-14 → 2026-08-21", "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（2026-10-28 核对）：模型清单按本期页面当时写到的内容定，规格、价格、许可和可得性是 10-28 读取的一手页，可能与当期不同。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，模型卡指规格和许可类事实来自 HF 卡或官方文档本身，独立指第三方榜单或媒体实测。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。核过、不是窗口内的新模型发布，或页面只在对比、引用里提到：Gemini 3.7 Flash（页面只在“超窗拦截”说明里提到 Ars 08-13 的稿，没有讲发布内容，且在窗口前）；Claude Opus 5（07-24 发布，官方页已核，页面只在价格战和使用数据里提到；若要补背景条目可直接用 https://www.anthropic.com/news/claude-opus-5）；GPT-5.6 Luna 降价 80%（价格调整，不是新模型）；GPT-5.6 Sol、Fable 5（对照列）；Kimi K3、DeepSeek-V4 Pro、Qwen3.8-Max、Grok 4.6（参数量对比或后训练增益的引用，没有发布信息）；Anthropic 风险报告里的内部模型 Model 2（官方明确没有对外发布计划）；Hugging Face 事件里被越狱的未发布 OpenAI 模型（未发布）。旧模型的衍生：Nemotron 3.5 Lightning NVFP4（NVIDIA 08-17 技术博客，是已有模型的量化检查点）。不是模型：DeepSeek Harness（MIT 开源的 agent 运行时）、OpenAI Codex 骨架三件套（Apache-2.0，软件）、Mojo 开源（语言）、Cerebras CS-4（硬件）、Miles v0.1 与 AgentENV（训练框架）、LEGO-RL 等论文方法。GLM-5.3 在台账里已有同 id 条目（EP.101，日期取权重公开日 08-28）；本期页面讲的是 08-14 的限量发布，所以这里只加期标记，内容沿用台账。 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": 2, "cat_notes": [ { "category": "video-world", "text": "含机器人基础模型" } ], "title": "读数落地、闸门合拢、裁判缺席", "oneliner": "百度AI云收入环比转负；OpenAI三天连发三份治理文本；LEGO-RL把harness写进RL训练目标", "guide": true, "template": "new", "status": "published", "kind": "full", "kind_zh": "完整页", "entry": "agent", "by": "episode-import", "at": "2026-11-04T16:15:12", "n_stories": 3, "n_topics": 0, "n_items": 95, "n_sections": 2, "n_recap": 7, "n_dispatch": 88, "degree": 0, "n_entities": 80, "scale": "3 个故事线 / 专题 · 95 个条目 · 讲到 80 个实体" }, "page": "https://xiaopingfeng.com/graph/e/ep/99/", "out": [], "in": [ { "type": "part_of", "sentence": "账单到期：读数落地——中国大厂的报表第一次承认了 AI 的账，而挤压出现在收入下滑的同一季度属于EP.99", "direction": "in", "id": "story:99-story-a", "name": "账单到期：读数落地——中国大厂的报表第一次承认了 AI 的账，而挤压出现在收入下滑的同一季度", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "分级授权成为默认治理形态：闭源和开源从两个方向走到了同一个闸门前，而攻击面已经转移到「拒绝」本身属于EP.99", "direction": "in", "id": "story:99-story-b", "name": "分级授权成为默认治理形态：闭源和开源从两个方向走到了同一个闸门前，而攻击面已经转移到「拒绝」本身", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "计量权真空：当能力增量搬到骨架层、而基准可以被 LLM 批量刷穿，「AI 有多强、人们怎么用」第一次失去了独立裁判属于EP.99", "direction": "in", "id": "story:99-story-c", "name": "计量权真空：当能力增量搬到骨架层、而基准可以被 LLM 批量刷穿，「AI 有多强、人们怎么用」第一次失去了独立裁判", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "【观察点命中 1】EP.99-v1-A 「Stripe / OpenRouter 交易的正式公告」属于EP.99", "direction": "in", "id": "item:99-recap-1", "name": "【观察点命中 1】EP.99-v1-A 「Stripe / OpenRouter 交易的正式公告」", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "【观察点命中 2】EP.99-v1-B 「是否出现第一份被拒者的公开抱怨」属于EP.99", "direction": "in", "id": "item:99-recap-2", "name": "【观察点命中 2】EP.99-v1-B 「是否出现第一份被拒者的公开抱怨」", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "EP.99-v1-A 价格波动本身已成一门可被 70 亿美元收购的生意属于EP.99", "direction": "in", "id": "item:99-recap-3", "name": "EP.99-v1-A 价格波动本身已成一门可被 70 亿美元收购的生意", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "EP.99-v1-B 能力分级授权将取代内容披露，成为未来 12 个月的主流治理形态属于EP.99", "direction": "in", "id": "item:99-recap-4", "name": "EP.99-v1-B 能力分级授权将取代内容披露，成为未来 12 个月的主流治理形态", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "EP.99-v1-C 骨架层是管制视野外的真正战场；「模型性能」已被 harness 污染、跨厂商不可比属于EP.99", "direction": "in", "id": "item:99-recap-5", "name": "EP.99-v1-C 骨架层是管制视野外的真正战场；「模型性能」已被 harness 污染、跨厂商不可比", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "EP.98-C 钱流向有物理约束背书的对价属于EP.99", "direction": "in", "id": "item:99-recap-6", "name": "EP.98-C 钱流向有物理约束背书的对价", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "EP.98-A 监管抓手从「模型审查」转向「事故披露」属于EP.99", "direction": "in", "id": "item:99-recap-7", "name": "EP.98-A 监管抓手从「模型审查」转向「事故披露」", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "AI 本该到现在已经赢得人心了——它没有属于EP.99", "direction": "in", "id": "item:99-ni-eab8bc", "name": "AI 本该到现在已经赢得人心了——它没有", "status": "derived", "evidence": [] }, { "type": "part_of", "sentence": "AI;DR (AI; 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