Claude@claudeai · 5月2日67

Code with Claude, our developer conference, returns next week. Whether you're just getting started with Claude Code or you've been building for a while, there's a session for you. Register for the livestream: http://claude.com/code-with-claude

译Code with Claude，我们的开发者大会，下周回归。 无论你是刚刚开始使用 Claude Code，还是已经构建了一段时间，都有适合你的环节。 注册观看直播：http://claude.com/code-with-claude

Chubby♨️@kimmonismus · 5月2日48

This came as a surprise: "Chinese companies cannot legally fire employees simply to replace them with cost-saving artificial intelligence, courts in the country have ruled, setting a significant precedent for labor rights as automation sweeps the tech sector. A technology company’s effort to reassign and drastically cut the pay of an employee because their job could be automated by AI — which ultimately led to the worker’s dismissal — was deemed an illegal termination by courts in Hangzhou."

译这令人感到意外： "中国法院裁定，企业不能仅仅为了用节省成本的人工智能取代员工而合法解雇他们，这在自动化席卷科技行业之际为劳工权益树立了重要先例。 杭州法院认定，一家科技公司因员工岗位可能被AI自动化而试图调岗并大幅降薪——最终导致该员工被解雇——属于非法解雇行为。"

Google DeepMind@GoogleDeepMind · 5月2日61

Think your vibe coding and creativity could be on the #GoogleIO main stage? Show us. As we countdown to the start of the show, the best ideas built with @GeminiApp or @GoogleAIStudio will be featured – think protein simulators, physics engines, or math-based art. 🔢

译认为你的氛围编程和创意能登上#GoogleIO主舞台吗？展示给我们看。 随着我们进入节目开始的倒计时，使用@GeminiApp或@GoogleAIStudio构建的最佳创意将被重点展示——比如蛋白质模拟器、物理引擎或基于数学的艺术。🔢

Google AI@GoogleAI · 5月2日41

I/O is less than 3 weeks away 🤯 We want YOU to help us create the countdown that will play before the keynote begins. Using @GoogleAIStudio or Canvas in @GeminiApp vibe code your most creative countdown concept and send it to us by May 6th. The only rule is that your build has to feature a large number between 1 and 10. Check the replies in this thread for sample projects to draw inspiration from or remix. You can find more info and directions on how to submit your builds here: http://goo.gle/codethecountdown

译谷歌I/O开发者大会即将在不到三周后举行，官方现面向公众征集创意倒计时视频。参与者需使用Google AI Studio或Gemini应用中的Canvas功能，通过代码创作一个包含1到10之间大数字的倒计时概念，并在5月6日前提交。官方在推文回复中提供了示例项目以供参考或混音创作，更多提交信息可通过指定链接获取。

宝玉@dotey · 5月2日48

Apple 发布 Apple Support App（v5.13）时，把 Claude.md 也一起发出来了😂

译Apple 发布 Apple Support App（v5.13）时，意外把 Claude.md 文件也包含进去了😂

Google AI Developers@googleaidevs · 5月2日50

Bring your code to the I/O stage ⭐️ Help us vibe code the keynote countdown using @GoogleAIStudio. Submit your creation for a chance to be featured on the big stage.

译将你的代码带上 I/O 舞台 ⭐️ 帮助我们使用 @GoogleAIStudio 为 keynote 倒计时营造编程氛围。提交你的创作，即有机会在大型舞台上展示。

Alibaba Cloud@alibaba_cloud · 5月1日67

📢 Official Announcement: Qwen Partners with @FireworksAI_HQ to Accelerate Access to Qwen Family Models We are pleased to announce a strategic partnership between Qwen and Fireworks AI to deliver optimized, production-ready deployment of Qwen's closed weights models via the Fireworks Platform. This collaboration empowers developers and enterprises to: ✅ Deploy Qwen models with lower latency and reduced fine tuning and inference costs ✅ Leverage enterprise-grade reliability, security, and scalability ✅ Integrate seamlessly into modern AI workflows 🔹 Get started with Qwen on Fireworks: https://app.fireworks.ai/models/fireworks/qwen3p6-plus #Qwen #FireworksAI #OpenSourceAI #LLM #AIInfrastructure #ResponsibleAI #DeveloperCommunity

译Qwen宣布与Fireworks AI建立战略合作伙伴关系，旨在通过Fireworks平台提供其闭源权重模型的优化、生产就绪部署。此次合作使开发者和企业能够以更低的延迟、更少的微调与推理成本来部署Qwen模型，同时获得企业级的可靠性、安全性和可扩展性支持，并能无缝集成到现代AI工作流程中。合作的核心目标是加速Qwen系列模型的访问与应用。

Runway@runwayml · 5月1日25

Not every hero has a city to save. Or, any idea how to do it. Introducing, Project Power. Enter your #RunwayBigPitchContest pilot today. Up to $100K in cash prizes. Submissions close on May 4th. Learn more at the link below.

译并非每位英雄都有城市需要拯救。或者，清楚该如何拯救。现在，介绍Power项目。 立即提交你的#RunwayBigPitchContest试播集。现金奖励高达10万美元。提交截止日期为5月4日。 通过下方链接了解更多信息。

Qwen@Alibaba_Qwen · 5月1日55

📢 Official Announcement: Qwen Partners with Fireworks AI to Accelerate Access to Qwen Family Models We are pleased to announce a strategic partnership between Qwen and Fireworks AI to deliver optimized, production-ready deployment of Qwen's closed weights models via the Fireworks Platform. @FireworksAI_HQ This collaboration empowers developers and enterprises to: ✅ Deploy Qwen models with lower latency and reduced fine tuning and inference costs ✅ Leverage enterprise-grade reliability, security, and scalability ✅ Integrate seamlessly into modern AI workflows 🔹 Get started with Qwen on Fireworks: https://app.fireworks.ai/models/fireworks/qwen3p6-plus #Qwen #FireworksAI #OpenSourceAI #LLM #AIInfrastructure #ResponsibleAI #DeveloperCommunity

译Qwen与Fireworks AI达成战略合作，旨在通过Fireworks平台提供其闭源权重模型的优化、生产就绪部署。此次合作使开发者和企业能够以更低的延迟、更少的微调和推理成本来部署Qwen模型，同时利用企业级的可靠性、安全性和可扩展性，并将其无缝集成到现代AI工作流程中。

Alibaba Cloud@alibaba_cloud · 5月1日63

📢 Official Announcement: Qwen Partners with Fireworks AI to Accelerate Access to Qwen Family Models We are pleased to announce a strategic partnership between Qwen and Fireworks AI to deliver optimized, production-ready deployment of Qwen's closed weights models via the Fireworks Platform. This collaboration empowers developers and enterprises to: ✅ Deploy Qwen models with lower latency and reduced fine tuning and inference costs ✅ Leverage enterprise-grade reliability, security, and scalability ✅ Integrate seamlessly into modern AI workflows 🔹 Get started with Qwen on Fireworks: https://app.fireworks.ai/models/fireworks/qwen3p6-plus #Qwen #FireworksAI #OpenSourceAI #LLM #AIInfrastructure #ResponsibleAI #DeveloperCommunity

译Qwen与Fireworks AI宣布建立战略合作伙伴关系，旨在通过Fireworks平台提供经过优化、可用于生产环境的Qwen闭源权重模型部署。此次合作使开发者和企业能够以更低的延迟、更少的微调和推理成本来部署Qwen模型，同时利用企业级的可靠性、安全性和可扩展性，并将其无缝集成到现代AI工作流程中。合作的核心目标是加速Qwen系列模型的访问与应用。

Chubby♨️@kimmonismus · 5月1日69

No Anthropic

译没有Anthropic [引用 @DoWCTO]：今日，@DeptofWar 与七家全球领先的前沿AI模型及基础设施公司达成协议，将在该部门的机密网络上部署前沿能力： • SpaceX • OpenAI • Google • NVIDIA • Reflection • Microsoft • Amazon Web Services 这只是我们打造AI优先的战争部门的最新举措🇺🇸

DogeDesigner@cb_doge · 5月1日33

“You just press the Grok icon on any 𝕏 post and it will analyze for you and research it as much as you want. So, just by tapping the Grok icon, you can assess whether that post is the truth. Grok is actually very good at piercing through propaganda."

译你只需在任何𝕏帖子中按下Grok图标，它就会为你分析并根据需要深入研究。所以，只需轻触Grok图标，你就能评估该帖子的真实性。Grok实际上非常擅长穿透宣传。

Alibaba Cloud@alibaba_cloud · 5月1日40

Over 70 engineers and developers packed Qwen Meetup Seoul #2 on Labor Day eve to build real AI products. The evening featured practical, hands-on presentations: channeltalk’s 박진영 shared how his team built a 500M-record observability pipeline in just 2 weeks. Omelet's 최원준 walked through production-scale AI architectures. TeamSparta's 권도현 demonstrated building an AI assistant on Alibaba Cloud Model Studio. Takeaway: Qwen3.6 is a productivity multiplier for teams shipping AI at scale. Thank you to all speakers, the TFM community, and the Alibaba Cloud Korea team. See you at #3!

译超过70名工程师和开发者在首尔Qwen Meetup上交流AI产品实战经验。channeltalk团队分享了如何在两周内构建处理5亿条记录的可观测性管道；Omelet介绍了生产级AI架构；TeamSparta演示了在阿里云Model Studio上构建AI助手。核心结论是Qwen3.6能显著提升团队规模化交付AI产品的效率。活动由阿里云韩国团队和TFM社区支持。

Alibaba Cloud@alibaba_cloud · 5月1日58

📢 Official Announcement: Qwen Partners with Fireworks AI to Accelerate Access to Qwen Family Models We are pleased to announce a strategic partnership between Qwen and Fireworks AI to deliver optimized, production-ready deployment of Qwen's closed weights models via the Fireworks Platform. This collaboration empowers developers and enterprises to: ✅ Deploy Qwen models with lower latency and reduced fine tuning and inference costs ✅ Leverage enterprise-grade reliability, security, and scalability ✅ Integrate seamlessly into modern AI workflows 🔹 Get started with Qwen on Fireworks: https://app.fireworks.ai/models/fireworks/qwen3p6-plus #Qwen #FireworksAI #OpenSourceAI #LLM #AIInfrastructure #ResponsibleAI #DeveloperCommunity

译Qwen宣布与Fireworks AI建立战略合作伙伴关系，旨在通过Fireworks平台提供其闭源权重模型的优化、生产就绪型部署。此次合作使开发者和企业能够以更低的延迟、更少的微调和推理成本来部署Qwen模型，同时利用企业级的可靠性、安全性和可扩展性，并将其无缝集成到现代AI工作流程中。

Peter Steinberger 🦞@steipete · 5月1日52

codex doesn't create random markdowns 😉

译codex 不会创建随机的 markdown 文件 😉 [引用 @aaronp613]：Apple 在今天的 Apple Support 应用更新（v5.13）中意外留下了 Claude.md 文件

Mistral AI@MistralAI · 5月1日58

Mistral AI made the TIME100 Most Influential Companies list for 2026 — and the top 10 for AI. Why we're proud: customers run frontier models in production on their own terms, on their own infrastructure. Thank you to our customers for their trust and for joining us on the journey. Grateful to our incredible team members around the world and congrats to all the businesses recognized this year. Learn more at: https://time.com/collection/time100-most-influential-companies/2026/mistral/ #TIME100Companies #TIME100CompaniesIndustryLeader

译Mistral AI 被列入 TIME100 2026 年最具影响力公司名单，并在人工智能类别中排名前十。公司强调其客户能够根据自己的条件在自有基础设施上运行前沿模型，这体现了自主性和数据控制优势。Mistral AI 感谢客户的信任和全球团队成员的贡献，同时祝贺所有今年被认可的企业。

SemiAnalysis@SemiAnalysis_ · 5月1日48

PYONGYANG, April 29, 2026: There's a corner of AI infrastructure that almost nobody covers well, but everyone wants to know. They are landing multi-billion dollar deals with hyperscalers/AI Labs, and rapidly taking share in the compute world.  (1/4) 🧵

译平壤，2026年4月29日：人工智能基础设施有一个角落几乎无人深入报道，但每个人都想了解。他们正与超大规模云服务商/AI实验室达成数十亿美元的交易，并在计算领域迅速抢占市场份额。 (1/4) 🧵

OpenClaw🦞@openclaw · 5月1日39

Turns out the safest lobster is the one everyone can inspect. We wrote about the advisory flood, the real fixes, ClawHub, Agents of Chaos, and the companies helping harden OpenClaw in public. 🦞 https://openclaw.ai/blog/openclaw-security-in-public/

译事实证明，最安全的龙虾是每个人都能检查的那一只。 我们撰文探讨了咨询洪流、真正的修复方案、ClawHub、混沌代理，以及那些公开帮助强化OpenClaw的公司。🦞 https://openclaw.ai/blog/openclaw-security-in-public/

Rohan Paul@rohanpaul_ai · 5月1日48

Today’s edition of my newsletter just went out. 🔗 https://www.rohan-paul.com/p/frontier-ai-can-now-autonomously 🗞️ Frontier AI can now autonomously chain complex, expert-level cyber attacks end-to-end, 🗞️ Google DeepMind’s real-time video AI doctor is here. 🗞️ Anthropic launches ‘Claude Security’ public beta to detect and patch software vulnerabilities 🗞️ The White House has blocked Anthropic’s push to expand access to Mythos

译我的通讯今日刊已刚刚发出。 🔗 https://www.rohan-paul.com/p/frontier-ai-can-now-autonomously 🗞️ Frontier AI 现已能端到端自主串联复杂的专家级网络攻击， 🗞️ Google DeepMind 的实时视频AI医生已问世。 🗞️ Anthropic 推出“Claude Security”公开测试版，用于检测和修补软件漏洞 🗞️ 白宫已阻止 Anthropic 扩大对 Mythos 访问权限的推进

Chubby♨️@kimmonismus · 5月1日18

Really exciting: Motif Neurotech just got FDA clearance to trial its DOT implant for treatment-resistant depression, and the key detail is where it sits: on top of the skull, not inside the brain. That alone could change the calculus for patients who need neurostimulation but dread the surgery. For the millions stuck cycling through medications without relief, the ambition here goes beyond stimulation. Think continuous glucose monitor, but for depression: real-time, adjustable, and precise.

译非常令人兴奋：Motif Neurotech 刚刚获得 FDA 批准，试验其用于治疗难治性抑郁症的 DOT 植入物，关键细节在于其放置位置：在头骨顶部，而非大脑内部。 仅这一点就可能改变那些需要神经刺激但害怕手术的患者的考量。 对于数百万困于药物循环却无法缓解的患者而言，这里的雄心超越了刺激本身。想象一下连续血糖监测仪，但是用于抑郁症：实时、可调节且精准。

Rohan Paul@rohanpaul_ai · 5月1日74

Alphabet shares surged roughly 9%, adding approximately $420 billion in market cap—the largest single-day gain on record. Alphabet is now within ~6% of Nvidia’s market cap. Google Cloud’s 63% growth outpaced recent quarters for AWS and Azure. Key driver: enterprise adoption of AI solutions built on Gemini models and custom TPUs

译Alphabet股价大涨约9%，市值单日增加约4200亿美元，创下历史最大单日涨幅纪录。其市值目前仅比全球市值最高的上市公司Nvidia低约6%。这一强劲表现的核心驱动力来自Google Cloud，其营收实现了63%的增长，增速超过了近期AWS和Azure的表现。增长主要得益于企业客户广泛采用基于Gemini模型和定制TPU构建的AI解决方案。

Rohan Paul@rohanpaul_ai · 5月1日64

Nvidia B300 servers are now selling for $1M on the Chinese grey market as a crackdown on smuggling meets surging demand for AI compute. These servers typically cost $ 550K in the United States, but a tight supply of restricted chips has doubled the price for Chinese buyers. A B300 server holds 8 GPUs that use FP4 precision to perform 14 quadrillion operations every second. Each of these servers is packed with 288GB of high-bandwidth memory to ensure data flows to the processors without any bottlenecks. The demand comes from a massive spike in token usage, which represents the basic units of data an AI processes to generate text or code. Chinese firms grew their global share of these AI tokens from 5% to 32% in March-26. Supplies became even tighter after recent legal actions against individuals involved in the unauthorized distribution of high-end hardware. Many tech companies are now paying 190K yuan per month just to rent this hardware because the $ 1M purchase price is out of reach. --- reuters .com/world/china/prices-nvidias-b300-server-1-million-china-us-curbs-sources-say-2026-04-30/

译受美国出口管制影响，英伟达B300服务器在中国黑市的价格飙升至100万美元，达到美国市场价（约55万美元）的近两倍。该服务器搭载8颗GPU，具备每秒14千万亿次FP4精度运算能力及288GB高带宽内存。需求激增源于中国企业全球AI Token使用份额从5%大幅提升至32%，对算力极为迫切。近期针对高端硬件走私的法律行动进一步收紧供应，使得许多公司无力购买，转而以每月19万元人民币的高价租赁该硬件。

Rohan Paul@rohanpaul_ai · 5月1日67

FT: SoftBank is creating a robotics company (called Roze) that builds data centers, and already eyeing a $ 100B IPO The bet is that the AI boom is no longer just about better models, because somebody also has to build the physical sites with power, cooling, land, and servers. Roze appears designed around that bottleneck by using robots and automation to make data center building faster, cheaper, and easier to scale across the US. ---- ft .com/content/55c7d99c-7e68-453c-b784-33d6b9838e16?syn-25a6b1a6=1

译软银正成立名为Roze的机器人公司，专注于建设数据中心，并已瞄准未来1000亿美元的IPO。其核心判断是，当前AI浪潮的关键瓶颈已不仅是模型本身，更在于承载AI所需的物理基础设施，包括电力、冷却、土地和服务器。Roze旨在通过机器人与自动化技术，解决这一瓶颈，使数据中心在美国的建设速度更快、成本更低，并更易于大规模扩展。

Google Gemini@GeminiApp · 5月1日31

See how @anyma_eva partnered with Gemini and @googledeepmind to dissolve the distance between imagining and creating. 🧵

译看看 @anyma_eva 如何与 Gemini 和 @googledeepmind 合作，消弭想象与创造之间的距离。🧵

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月1日71

The UK government issued an urgent warning to UK business leaders: "AI cyber capabilities are accelerating even faster than previously envisaged. Model capabilities are doubling every four months, compared to every eight months previously."

译英国政府向商界领袖发出紧急警告，指出AI网络能力正以前所未有的速度加速发展。英国人工智能安全研究所（AISI）的评估显示，前沿模型的能力翻倍周期已从原先的八个月缩短至四个月。这一结论基于对Anthropic的Mythos等先进模型的测试，表明AI网络威胁的演变速度远超先前预估。政府强调，拥有先进国家AI评估能力的官方机构确认此趋势，证明相关风险并非夸大，各界需高度重视这一急速变化的威胁态势。

阿绎 AYi@AYi_AInotes · 5月1日61

很多人还有些看不太懂，我再打个比方尽量跟大家说清楚， 就好比像你去一家标榜最开放的咖啡馆喝咖啡， 结果服务员偷偷扫描你手机里有没有竞品APP的通知， 只要扫到就多收你一杯的生态保护费， 表面上是欢迎所有人， 背地里却在设卡收租， 所以用户现在集体炸锅也正常

译Anthropic被曝通过其官方Claude Code工具检测用户Git提交历史，若发现包含“openclaw”字符串，便将该用户识别为第三方工具使用者，并触发“out of extra usage”错误，导致服务被拒或强制额外收费。开发者实验证实此为人为设置的字符串匹配规则。此举被视为Anthropic为将用户锁定在自家生态、打压更灵活的第三方竞品而采取的粗暴手段，与其此前塑造的开放、不监控形象相悖，引发了开发者社区的强烈不满和抗议。

Rohan Paul@rohanpaul_ai · 5月1日62

Bloomberg: 1X just opened a 58,000sqft California factory and says it will build 10,000 home humanoid robots in its first year. Plans to reach 100,000 robots by end-2027 and begin shipments by end-2026, --- bloomberg. com/news/articles/2026-04-30/humanoid-maker-1x-opens-us-factory-plans-to-make-10-000-home-robots-this-year

译Bloomberg：1X 刚刚在加利福尼亚开设了一家 58,000 平方英尺的工厂，并表示将在第一年制造 10,000 台家用仿人机器人。 计划到 2027 年底达到 100,000 台机器人，并于 2026 年底开始发货， --- bloomberg.com/news/articles/2026-04-30/humanoid-maker-1x-opens-us-factory-plans-to-make-10-000-home-robots-this-year

AI Notkilleveryoneism Memes ⏸️@AISafetyMemes · 5月1日15

At the trial, Elon kept warning about AI killing us all, so the judge banned the topic of extinction Totally normal situation we're in

译庭审中，Elon不断警告AI会毁灭全人类，于是法官禁止讨论灭绝这个话题 我们现在的处境完全正常

MiniMax (official)@MiniMax_AI · 5月1日34

Day 1 at @stripe Sessions was 🔥 Our booth was packed with amazing conversations all day. Thank you for the energy! Day 2 is on. Find us at Booth 604 👋

译在@stripe Sessions的第一天真是🔥 我们的展位全天都挤满了精彩的对话。感谢大家的热情参与！ 第二天已经开始。来604号展位找我们吧👋

MiniMax (official)@MiniMax_AI · 5月1日27

Such a great night🥂 So glad to have you @kenyeung128 and the @Wati_io team for joining! Big thanks to @boltdotnew for making it happen, and to @UnicornerNews for co-hosting alongside us.

译在旧金山举行的AI Champions Dinner上，与会者围绕AI的发展方向展开关键讨论。核心议题是如何将AI从单纯的产品协作工具，转变为能驱动真实人际连接的平台。@Wati_io团队阐述了其构建理念：由AI处理复杂事务，从而让人能够实现大规模的人际沟通与连接。活动由@boltdotnew组织，@UnicornerNews联合主办，@MiniMax_AI等机构共同促成此次聚会。

Chubby♨️@kimmonismus · 5月1日10

Nice! OpenAI is going to 🚢

译太好了！OpenAI 即将 🚢 [引用 @thsottiaux]：今天感觉很有编程灵感

Chubby♨️@kimmonismus · 4月30日49

The White House blocked Anthropic from expanding Mythos access beyond ~50 organizations to ~120. Not because the model is too dangerous. Because the government wants priority. Officials literally worried more customers would hamper their own ability to use it. Frontier AI just became a rationed strategic asset.

译白宫阻止Anthropic将Mythos的访问权限从约50个组织扩大到约120个。 并非因为模型过于危险。 而是因为政府要求优先使用权。官员们确实担心更多客户会妨碍他们自身的使用能力。 前沿AI刚刚成为配给制的战略资产。

SenseTime@SenseTime_AI · 4月30日37

We also believe that native unified multimodal intelligence represents a foundational step towards Artificial General Intelligence (#AGI) 🙌

译我们也相信，原生统一多模态智能是迈向通用人工智能（#AGI）的基础性一步 🙌

DogeDesigner@cb_doge · 4月30日32

My son had documents against OpenAI. They attacked him and killed him. 一 Mother of Suchir Balaji, OpenAI Whistleblower.

译我的儿子掌握着针对OpenAI的文件。他们攻击了他并杀害了他。 —— OpenAI举报人Suchir Balaji的母亲。

Chubby♨️@kimmonismus · 4月30日76

For the first time ever, Meta lost daily active users. The "Family daily active people" metric dropped by 20 million in Q1 2026, falling from 3.58b to 3.56b. Meta blames internet disruptions in Iran and Russia's WhatsApp ban, but here's the thing: the company bundles all its platforms into one metric, making it impossible to see which app is actually bleeding users. Convenient. Meanwhile, Zuckerberg is doubling down on the AI bet like never before. Meta raised its 2026 capex guidance to $125b to $145b, $10b more than previous estimates, driven largely by surging memory chip prices. That's roughly $400m per day spent on infrastructure. Revenue surged 33% to $56.3b and net income jumped 61%, so the money machine is humming. But the company also announced plans to lay off 8,000 employees, about 10% of its workforce, to "offset" those very AI investments. Reality Labs continues to hemorrhage cash too, posting another $4 billion operating loss. Wall Street wasn't impressed. Meta's stock dropped over 7% after hours, punishing the company not for its results, which beat estimates, but for its spending trajectory.

译2026年第一季度，Meta全球日活跃用户首次下降，“应用家族”日活减少2000万。公司归因于伊朗网络中断和俄罗斯禁用WhatsApp，但合并数据掩盖了具体应用流失。同时，Meta将2026年资本支出指引上调至1250-1450亿美元，主要用于应对内存芯片涨价和加码AI基础设施投资，日均投入约4亿美元。尽管营收增长33%至563亿美元、净利跃升61%，公司仍计划裁员8000人以“抵消”AI投资成本，Reality Labs部门亏损40亿美元。华尔街对其支出轨迹不满，股价盘后大跌超7%。

Chubby♨️@kimmonismus · 4月30日67

Anthropic vaulation $61.5b -> $900b (15x) in ~12 Months. Read that again. Twelve months ago, Anthropic was valued at $61.5 billion, and now investors are lining up to hand the company $50 billion in fresh capital at a valuation approaching $900 billion, a nearly 15x jump in a single year fueled by revenue that exploded from around $1 billion to a $40 billion run rate. An investor ready to write a $5 billion check can't even get a meeting with the CFO, which tells you everything about who holds the power in the AI funding market right now. Anthropic will have 50x'd its valuation since early 2024, making it arguably the fastest value creation in tech history.

译Anthropic的估值在约12个月内从615亿美元跃升至近9000亿美元，增幅达15倍。其年化收入从约10亿美元暴增至400亿美元，推动了这一惊人的价值增长。当前，即使愿意投资50亿美元的投资者也难以获得公司高管的会议机会，这凸显了AI融资市场中资金供给方的主导地位。自2024年初以来，Anthropic估值增长将达50倍，这可能是科技史上最快的价值创造案例。

PixVerse@PixVerse_ · 4月30日19

STOP. HappyHorse goes member-free + 0 credits Until May 7 00:00 PDT — after PixVerse makes it actually happy. RT+Follow+Reply=300Creds(72H ONLY)

译停。HappyHorse 转为免费会员制 + 0 积分 截止至太平洋夏令时间5月7日00:00——在PixVerse让它真正快乐之后。 转发+关注+回复=300积分（仅限72小时）

Chubby♨️@kimmonismus · 4月30日62

Cloud revenue explodes, stocks still tumble: Meta, Amazon, Alphabet and Microsoft earnings: All four tech giants reported Q1 2026 earnings on the same day, and every single one beat Wall Street expectations. Alphabet led the pack with $109.9 billion in revenue, up 22% year over year, as Google Cloud exploded 63% to cross $20 billion for the first time. Microsoft posted $82.9 billion in revenue with Azure growing 40%, while Meta surged 33% to $56.3 billion in revenue and Amazon hit $181.5 billion with AWS growing 28%, its fastest pace in 15 quarters. But here's the number that shook markets: combined 2026 capex across the four hyperscalers is on track to exceed $650 billion!! Alphabet raised its full year 2026 capex guidance to $180 billion to $190 billion, Microsoft guided $190 billion for calendar year 2026, and Meta bumped its range to $125 billion to $145 billion. Amazon's capex reached $44.2 billion in Q1 alone. The revenue beats were massive, but so was the market's anxiety: Meta slid 6% and Microsoft dropped 2.5% after hours, even as Alphabet shares rose 7% in after-hours trading, on course to open at a record market value. The hyperscalers are collectively spending more on AI infrastructure than the GDP of most nations, completely reshaping the global economy around compute. Whether this bet generates returns proportional to its scale will define tech investing for the next decade, at least thats for sure.

译Meta、亚马逊、Alphabet和微软2026年第一季度营收均超预期，云业务增长强劲，其中Google Cloud收入暴涨63%首次突破200亿美元。然而，四家超大规模企业2026年资本开支总额预计将超过6500亿美元，巨额AI基础设施投资引发市场焦虑，导致Meta和微软股价在盘后下跌。这些巨头在计算领域的投入规模正重塑全球经济，其投资能否带来相应回报将定义未来十年的科技投资格局。

阿绎 AYi@AYi_AInotes · 4月30日79

卧槽，OpenAI这次真的凉透了， 庭审第三天，马斯克的律师甩出了迄今为止最致命的一份证据， OpenAI联合创始人Greg Brockman的私人日记， 时间是2017年11月6日， 他在和Ilya开完会之后写道， 我们真正想要的是营利性结构， 如果三个月后我们这么做，那之前所有的承诺就是谎言， 我们真正想要的是把马斯克踢出去， 我无法想象转成营利公司而不发生一场恶战， 马斯克的故事会是，我们最终对他不诚实， 我们其实一直想做营利，只是把他排除在外， 然后仅仅过了不到两个月，2018年1月1日， Brockman给马斯克发了一封公开邮件， 写着：能和你并肩工作是我的荣幸， 每一次会议我都在学习成长，以全新的方式看待世界， 私下写着要踢走他，承认是谎言， 公开说着能和你一起工作是我的荣幸🧐🧐🧐😫😫😫 这可不是啥意见分歧了， 属于彻头彻尾有预谋的背叛😡😡😡 很多人以为OpenAI是2019年才被迫转成营利的， 现在才知道，早在2017年，他们就已经把所有的剧本都写好了， 所谓的非营利使命，所谓的为了全人类， 从一开始就是一个用来骗钱骗名声的幌子罢了🥹🥹🥹 最讽刺的是， Brockman自己在日记里都写了， 马斯克的故事会是我们对他不诚实， 现在他说的每一个字，都变成了现实， 我尼玛这已经不是两个亿万富翁的私人恩怨了， 说是人类历史上最昂贵的一次谎言被拆穿也不足为奇吧🤬🤬🤬🤬 一个承诺要造福全人类的公益组织， 从诞生的第一天起，就已经在计划着变成一个商业帝国，那些所有相信过他们的人，最后都被当成了傻子一样对待😨😨😨

译马斯克律师在庭审中出示了OpenAI联合创始人Greg Brockman 2017年的私人日记，其中明确写道团队真正想要的是营利性结构并计划将马斯克排除在外，承认若转型则此前承诺皆为谎言。然而两个月后，Brockman却公开向马斯克表达敬意。证据显示OpenAI早在2017年就已策划从非营利转向商业。此前，OpenAI试图用Sam Altman 2022年提及股权的短信作为证据，但被马斯克以非营利组织法律上不能有股权为由反驳，反而坐实了其早期就已背离公益初心。

Rohan Paul@rohanpaul_ai · 4月30日69

WSJ: The White House has blocked Anthropic’s push to expand access to Mythos, Anthropic's new powerful model that can reportedly find and exploit software flaws at a level serious enough to trigger national-security controls. The fight is about who gets to use a model that can help defenders patch bugs faster but could also help attackers find weak points across critical systems. Anthropic wanted roughly 70 more companies and organizations added, which would have pushed total access to about 120, but officials argued that wider access raises security risk and could strain the compute needed by agencies already using it. The dispute also shows that Anthropic’s relationship with Washington is still tense, with military-use fights, staffing disputes, and broader distrust shaping who gets near the model. A model that can reliably find and exploit software vulnerabilities is not just another productivity tool. It compresses the time between discovering a flaw and weaponizing it, which means every decision about rollout becomes a security decision before it becomes a commercial one. The White House appears to be making two bets at once: that restricting access lowers immediate risk, and that scarce compute should be reserved for agencies already inside the perimeter. --- wsj. com/tech/ai/white-house-opposes-anthropics-plan-to-expand-access-to-mythos-model-dc281ab5

译白宫阻止了Anthropic扩大其新型AI模型Mythos访问权限的计划。该模型能发现并利用软件漏洞，能力足以触发国家安全管控。Anthropic希望新增约70家机构使用，但官员认为扩大访问会加剧安全风险，并可能挤占已授权机构的计算资源。此事反映出Anthropic与华盛顿关系紧张，涉及军事用途争议与信任问题。此类模型能极大缩短漏洞发现与武器化之间的时间，因此推广决策首先是安全决策。白宫的策略是限制访问以降低即时风险，并优先保障已获授权机构的需求。