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“Anthropic 正在吃 Palantir 的午餐”：Michael Burry
Michael Burry 正在利用 Ramp 的数据来支持他对 Palantir Technologies, Inc. 的看跌立场，同时强调 Anthropic 是企业人工智能支出的主要竞争对手。Burry 声称 Anthropic 的增长和易用性超过了 Palantir，并指出 Anthropic 在几个月内 ARR 从 9B 美元上升到 30B 美元，而 Palantir 花了 20 年才达到 50 亿美元。他还指出，Ramp 的 3 月份人工智能指数显示，Anthropic 占据了新企业支出的 73%，这与 OpenAI 之前在市场上的主导地位相比发生了重大转变。Burry 对 Palantir 的空头头寸以及对该公司依赖外部模型的批评进一步强调了他的观点，即 Palantir 正在输给 Anthropic 等竞争对手。迈克尔·伯里
“你如何使用人工智能？”专家认为，你的治疗师应该问你这个问题
青少年和成年人越来越多地使用 ChatGPT、Claude 和 Character.AI 等人工智能聊天机器人来进行陪伴和情感支持，促使精神卫生保健提供者询问患者使用此类技术的情况。《美国医学会杂志精神病学》上的一篇新论文建议治疗师询问患者与人工智能聊天机器人的互动情况，以深入了解他们的心理健康状况和行为。这种方法与美国心理学会 2022 年 11 月的建议一致。讨论可以揭示个人如何使用这些工具，无论是应对策略还是避免困难的对话，为治疗师提供“信息宝库”。然而，提供者应该解决潜在的风险，例如数据隐私和对聊天机器人而不是治疗的依赖。
Alphabet 正在悄然打造下一个主要业务——规模可能比你想象的还要大杂七杂八的傻瓜
每个人工智能系统背后都存在需要大量计算能力的关键基础设施，其中大部分现在是通过云服务提供的。在人工智能驱动的应用程序需求不断增长的推动下，Alphabet Inc. 旗下的谷歌云在这一领域的市场份额正在快速增长。凭借包括定制芯片、领先的人工智能模型和全球数据中心在内的全面套件，谷歌旨在提供满足企业人工智能全方位需求的集成解决方案。随着人工智能的采用持续呈指数级增长，这种战略定位可能会使云计算成为 Alphabet 最赚钱的业务之一。投资者应监控谷歌云的增长轨迹、市场份额增长和利润率，以评估其对 Alphabet 未来收益的潜在影响。
Cloudflare made a WordPress for AI agents Cloudflare has launched EmDash, an open-source system aimed at addressing "core problems" of WordPress by integrating AI agents. The announcement has stirred controversy within the WordPress community, with founder Matt Mullenweg refuting claims that EmDash is a spiritual successor to WordPress and questioning its motives. Critics argue that Cloudflare夸大了WordPress的安全问题，而支持者认为EmDash推动了WordPress生态审视其架构和AI集成。同时，WordPress团队宣布推迟发布7.0版本以完善关键的架构细节，并将包括实时协作编辑、AI客户端等功能。一些人乐观地认为EmDash可能成为推动WordPress改进的动力而非竞争对手。 Cloudflare, the cloud provider that connects millions of sites to the internet, wants to âfixâ another digital giant: WordPress. It announced a new open-source system, called EmDash, thatâs supposed to address the âcore problems that WordPress cannot solveâ â and they want to do it by allowing AI agents to take control of your website. Though itâs still in early access, EmDash is already causing a stir in the WordPress community, and not just because its interface looks like WordPress with a facelift. Cloudflare is calling EmDash the âspiritual successorâ of WordPress â something WordPress founder Matt Mullenweg has already refuted in a blog post about the new platform . âPlease donât claim to be our spiritual successor without understanding our spirit,â Mullenweg writes. âI think EmDash was created to sell more Cloudflare services.â Other members of the WordPress community have jumped online to pick apart EmDash as well, while also calling attention to ways that the WordPress project should be improved â especially when it comes to issues surrounding architecture, security, and AI adoption. In its announcement , Cloudflare claims to have rebuilt the open-source WordPress project âfrom the ground up,â offering a built-in model context protocol (MCP) server, which allows large language models (LLMs) to connect and interact with the platformâs documentation. It runs on Astro, Cloudflareâs LLM-friendly web building framework, and uses TypeScript, a programming language that AI agents can better understand. EmDash even supports x402 , a tool that web publishers can use to make AI crawlers pay to access their content. Brian Coords, a developer advocate at WordPress.com owner Automattic, notes that one of EmDashâs strengths is in the speed at which you can set up a website, saying, âGetting from zero to a basic design is fast. I mean, really fast.â But it âfeels a bit vibe-coded,â Coords writes. Mullenweg echoes this, writing on his blo g that the interface âis in the uncanny valley of being sorta-WordPress sorta-not,â adding that he knows âit wasnât a weekend vibecode project, but it has some of that smell.â Mullenweg admits that EmDashâs AI-powered skills feature is a nice touch , but he doesnât get into the deeper issues holding WordPress back â something that other members of the community have been vocal about in light of EmDashâs launch. Joost de Valk, the creator of the popular Yoast WordPress plugin, calls EmDash âthe most interesting thing to happen to content management in years,â as itâs built to work with support for AI agents and comes with structured content that âmachines can parse and manipulate easily.â In his post about EmDash , de Valk brings up the structural issues with WordPress that the project continues to treat âas cosmetic.â De Valk references a post from WordPress developer Hendrik Luehrsen , who writes that EmDash âexposes an old weaknessâ in WordPressâs current editor, Gutenberg, which stores data in an HTML format. Luehrsen argues that this structure becomes a problem when developers have to rework content, process it through different interfaces, or move it into other systems. âThe real lesson is that content on the web now has to be thought about differently,â Luehrsen says. âAs long as content is understood mainly as output, HTML as a storage format can still seem good enough. But once content moves into new contexts through APIs, multiple frontends, personalization, and AI systems, that logic no longer holds.â But not everyone agrees with Cloudflareâs claim that EmDash solves a âsecurity crisisâ surrounding WordPress plugins. Cloudflare cites data from Patchstack , which says âmore high-severity vulnerabilities were discovered in the WordPress ecosystem in 2025 than in the previous two years combined.â As outlined by Cloudflare, WordPress plugins run PHP script that âhooks directly into WordPress to add or modify functionality,â meaning it theoretically has access to everything on your site. Instead, EmDash plugins use something called Dynamic Workers â a tool that allows AI agents to execute code in their own isolated environment, shielding the rest of your site in case things go wrong. Longtime WordPress developer Rhys Wynne explains in a blog post that these issues may be exaggerated in order to sell EmDash. He writes, âI should point out that although vulnerabilities get discovered, with systems like Patchstack they are usually patched before they become a problem, and if you actually read the patched notes, the âsecurity crisisâ often is something that requires a login, or means that a subscriber to a blog can tick a checkbox they shouldnât,â Wynne writes. âSure they are needing a fix, but it is using scary words to scare users.â Meanwhile, Mullenweg says the fact that plugins âcan change every aspect of your WordPress experience is a feature, not a bug.â De Valk pushes back on Mullenwegâs take , saying that itâs like âarguing that because some mobile apps need camera access, every app should get root access to the phone.â On his own blog, he says thereâs an argument for a âgranular permission systemâ within WordPress, not for âcontinuing to give every plugin the keys to the entire database.â EmDash is already trying to draw users from WordPress by making it easy to import sites from the platform. But, as noted by Wynne, if things go south, it doesnât look like thereâs a way to export your site from EmDash and untangle a site from Cloudflareâs proprietary infrastructure. âThereâs no intention that Cloudflare right now would abandon EmDash, but it could at a later date. What would happen then if itâs abandoned?â Wynne tells The Verge . While some WordPress members, including de Valk, say theyâre going to build on EmDash, concerns remain about whether EmDash actually has the community to support new users. WordPress is backed by thousands of volunteers, along with developers at Automattic, to create new features for the platform. âWhen something breaks, there are forums, documentation, tutorials, and developers everywhere who know how to fix it,â Miriam Schwab, the head of WordPress at Elementor, writes . âThanks to all these decades of content, contribution and usage, LLMs have all the knowledge needed to design, build and troubleshoot WordPress sites.â âIf WordPress starts making the right architectural decisions now, it can still catch up.â Still, Schwab acknowledges that EmDash âpushes the WordPress ecosystem to look honestly at how it does thingsâ â and thatâs exactly what itâs doing now. Just one day before the launch of EmDash, Automatticâs Matias Ventura announced that the project is pushing back the launch of WordPress 7.0 for a âfew weeks to finalize key architectural details.â Along with support for real-time collaborative editing, this update will include an AI client and an API that will allow WordPress to communicate with AI models. Even WordPressâs more skeptical members are hopeful about the prospect of change. âIf WordPress starts making the right architectural decisions now, it can still catch up,â de Valk writes. That could make EmDash more like a catalyst for WordPress, rather than a true competitor. Follow topics and authors from this story to see more like this in your personalized homepage feed and to receive email updates. Emma Roth
台积电人工智能推动的销售激增消除了关税担忧
台积电公布 3 月份营收强劲，同比增长 45% 至新台币 4,151.9 亿元，超出第一季度市场普遍预期。韦德布什强调了台积电在人工智能供应链和先进芯片生产中的关键作用，并指出尽管宏观经济不利，但需求仍然强劲。该公司还指出，在关税担忧的背景下，英伟达的业绩和 iPhone 销量的增长弹性呈现出积极的信号。此外，新台币贬值有利于利润率，汇率每波动 1%，毛利率可能会受到 0.4 个百分点的影响。Wedbush 维持跑赢大盘评级和新台币 2,200 元的目标价，预计到 2026 年收入将增长 31%，主要由人工智能需求而非周期性复苏推动。
时隔多年，Snap 距离发布新款 AI 眼镜又近了一步TechCrunch
Snap 与高通合作开发了名为 Specs 的 AR 眼镜，预计将于今年晚些时候发布。此次合作利用高通公司的 Snapdragon XR 平台，并专注于在多年的时间内创造先进的人工智能功能、图形和多用户体验。Snap 首席执行官 Evan Spiegel 强调了此次合作在增强 Specs 技术和性能方面的潜力。Snap 于 2026 年初将 Specs 分拆为自己的公司，标志着自十多年前开始开发以来取得的进展。
现在最火的苹果产品并不是你想象的那样 |美国有线电视新闻网商业频道
人工智能投资者马特·舒默 (Matt Shumer) 使用 Mac mini 运行自主人工智能代理 OpenClaw。这款紧凑且价格实惠的苹果设备因其适合运行人工智能代理而受到科技爱好者的欢迎，一些分析师指出计算机使用趋势的潜在转变。虽然 Mac mini 对于 OpenClaw 来说不是必需的，但它提供了隐私、安全和经济实惠的优势。它的日益普及是人们对将人工智能融入日常生活的更广泛兴趣的一部分，从而引发了专门针对 OpenClaw 的活动以及将代理与设备图像相结合的创意商品。
现在课业是可选的吗？
斯坦福大学二年级学生威廉·刘 (William Liu) 于 2024 年高中毕业，他将自己的教育经历与弟弟妹妹的教育经历进行了对比。ChatGPT 和 Einstein 等人工智能工具的兴起极大地改变了学生完成作业和考试的方式。科技企业家阿德瓦特·帕利瓦尔 (Advait Paliwal) 创建了爱因斯坦机器人，以强调人工智能在处理学术任务方面的先进程度，可能会导致作业、测验甚至在线考试作弊。尽管硅谷正在推动将更强大的人工智能工具整合到教育中，但许多人担心这会对批判性思维技能和师生关系产生影响。
我们知道整个人工智能事件的结局。无论如何，我们正在这样做。- 波士顿环球报
到 2026 年，人们对人工智能对人类社会影响的担忧将越来越真实，从存在的恐惧转向实际的威胁。这篇文章反思了技术，特别是智能手机和现在的人工智能如何改变了人类的互动和创造力，提出了在人工智能可以模仿人类“声音”和风格的时代创意工作的真实性的问题。随着人工智能的不断发展，人们越来越意识到，人类可能很快就会失去对其智力创造的控制，并面临重大的道德困境，这与早期对文学和电影中技术接管的担忧相似。作者表达了对更美好未来的希望，但也承认目前的发展轨迹令人不安。
Visa 每月销毁近 2 万亿个 AI 代币，并奖励员工加快构建速度
Visa 的人工智能代币使用量翻了一番，达到每月近 2 万亿个代币，这标志着人工智能在硅谷以外的大型企业中得到了广泛采用。该公司奖励有效使用人工智能的团队，并强调结果而不是单纯的产出。Visa 的内部人工智能计划包括表彰使用人工智能加速工作的团队；例如，一个团队使用 Anthropic 的 Claude Sonnet 模型在六天内推出了一个新的 API。Visa 89% 的员工积极使用人工智能，44% 的员工被视为高级用户，这体现了将人工智能融入各个业务领域的不断增长的趋势。