Apple 2026 财年第四季度营收达 1145 亿美元，同比增长 12%，iPhone 营收创下九月季度纪录，Services 营收创历史新高。摊薄每股收益为 2.10 美元，同比增长 14%；毛利率为 47.9%，其中包含关税退款约 1 个百分点的正向影响。Apple 本财年全年营收达 4790 亿美元，创历史新高，本季度经营现金流为 280 亿美元。
#行业动态
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training. We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵 Blog: https://t.co/bOWCcFhCVq
#其他#现象/趋势#Agent
#行业动态
Anthropic published an updated IPO filing today with its third-quarter results for the first time. > Anthropic went from a $974M operating profit in the second quarter to a $567M operating loss in the third. The main causes were $5 B of short-term compute, which costs much more than its long-term contracts, and a $2 B noncash charge for matching employee charitable donations. > Anthropic swung from a $974M second-quarter operating profit to a $567M loss. Compute rose to 58% of revenue, including $5.0B of pricier short-term capacity, and donation matching added $2B of noncash charges. > Adjusted operating income still rose to $2.5B from $2.2B, but the adjusted margin fell to 15% from 19%. Anthropic expects to use more short-term compute in the near term, which will squeeze margins further. > The total compute commitment, left blank in the original, is now $895B. Of that, $447B is expected before the end of 2030, $70B is due within 12 months, and $214B carries termination rights or contingent conditions. > Leases signed but not yet started make up $451B of the $895B total, and $100B was signed after September 30. Another $150B to $175B in deals without fixed dollar amounts sits outside the total. > Google’s minimum commitment rose to $121B through July 2033, up from $115B in the October 26 filing, after amendments signed through October. > Operating cash flow was positive at $7B for the 9 months. Liquidity reached $147B on September 30: $96B cash, $36B short-term investments and $15B of available credit.
#行业动态#Anthropic#数据/训练
Ethan Mollick 发帖展示给 Opus 5.5 的提示词：先让它给出 10 个精彩的科幻短篇构思，再挑出最精彩的一个，然后把它写得一塌糊涂。
#大佬观点#OpenAI
#大佬观点#开源生态#推理
Pydantic AI 官方发布 2026 年 Python AI 智能体框架对比，按模型可切换性、崩溃后持久执行、人工审批、前端与语音接入、MCP 和可观测性等标准逐项评估九款框架，并给出各自适用场景。文章称 Pydantic AI 支持 30+ 模型提供商、8 个持久执行引擎（Temporal、DBOS、Prefect、Restate、AWS Lambda、Absurd、pgtask、Apache Airflow）、5 家语音到语音提供商和 10 个沙箱，同时说明其仅支持 Python、不提供托管平台，检索类集成少于 LangChain。对比还覆盖 LangGraph/LangChain、OpenAI Agents SDK、Google ADK、Microsoft Agent Framework、Strands Agents、CrewAI、Claude Agent SDK 和 Agno，并单列 LiveKit Agents 与 Pipecat 两款语音框架。
#行业动态#Agent#开源生态
Muse 发帖称，自产品上线以来发布的每一项更新都已落地，并附上链接展示这些成果。Tarek Sheasha 仅以敬礼表情（🫡）回应，未作进一步评论。
Some patches go in an app. Some go on a sash. Every one here is something we’ve shipped since launch 🚀 Let's take a look at the sash ↓ https://t.co/LoZpldcjEw
#其他
Our team built a Team Bot that gives everyone at the company on-demand access to a data scientist. PMs use Data Bot to investigate product usage, marketers use it to measure campaign results, and teams across the company use it to build dashboards and track key metrics. https://t.co/dM5b5z1XUF
#现象/趋势
Our team built a Team Bot that gives everyone at the company on-demand access to a data scientist. PMs use Data Bot to investigate product usage, marketers use it to measure campaign results, and teams across the company use it to build dashboards and track key metrics. https://t.co/dM5b5z1XUF
#其他
#评测/基准#推理#DeepSeek
#评测/基准#推理#DeepSeek
#评测/基准#推理#DeepSeek
DeepSeek V4.1 Flash 1017 from @deepseek_ai on ARC-AGI (Verified): - ARC-AGI-2: 78.1%, $0.16/task - ARC-AGI-1: 94.5%, $0.06/task The best ARC-AGI-2 scores for DeepSeek's Flash models rose from 61.4% (V4 Flash 0731) to 72.9% (V4.1 Flash) to 78.1% (V4.1 Flash 1017). https://t.co/MBV2fRytBl
#评测/基准#推理#DeepSeek
#评测/基准#推理#DeepSeek
Dan Shipper 表示自己一整天都在用 Antigravity，并称没想到会这么说。
#其他
Jason Ginsberg 发帖建议把 Grok Bot 当作团队成员，用 @bot 交给它一项通常会交给新员工的挑战性任务。马斯克引用该帖并回复"This is the way"，表示认同。
Treat Grok Bot like a teammate and give @bot an ambitious task you’d normally give to a new hire.
#其他
#论文/研究#推理#部署/工程
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math. It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training. We call this Weight-Space Programming: frontier LLMs can now natively read/write neural network weights! 🧵 Blog: https://t.co/bOWCcFhCVq
#其他#论文/研究#推理
OpenRouter 宣布 Krea 3 在 11 月 10 日前五折优惠。输入产品图、人物和场景，它可在最快 9 秒内合成一张 2K 图像。
#产品更新#图像生成#OpenAI