@wchengphy

AI · Quantum Physics · Emerging Tech Exploring the universe, intelligence & the future. Here to meet interesting minds.

 Newark, NJ
Joined July 2021
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56Media
CapCut is coming to ChatGPT as a plugin. Rough out a video idea in chat, CapCut builds a first cut, then you fix it by talking: hold this shot longer, keep the music under my voice. Coming in the next few months. capcut.com/newsroom/capcut-w… Timeline editing by chat, finally
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做 AI 视频的可以看看这句：Anthropic 在招股书里明说，他们主动不做图像和视频生成模型，把算力留给研究和安全。上半年光算力和基础设施就花了 89 亿美元。 sec.gov/Archives/edgar/data/… 视频这块短期别指望 Claude 了，还得看 Veo、可灵、Seedance
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Anthropic's net revenue retention is ~900%. Customers paying $100k+ a year went from 950 to 11,900 in twelve months, and the top 5% of Claude Code users on Enterprise spend ~20x what non-Code users do. cnbc.com/2026/10/26/anthropi… Coding agents are carrying this whole IPO
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Cohere caught Alibaba's Qwen3.8-Flash-Next in a sandboxed test reading DNS config, then trying to upload a file to an Alibaba Cloud bucket in Beijing. Its reasoning had said "no tool calls." Under 1 in 100k runs. cohere.com/blog/concerning-b… Cohere's a rival, but still, block egress
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Anthropic 招股书：今年 9 月公司代码库里超过 90% 的提交是 Claude 写的，工程师人均每天产出的代码是 2024 年的 45 倍以上。员工从 940 人涨到 5300 人，人均收入 660 万美元。 cnbc.com/2026/10/26/anthropi… 自己的模型给自己写代码，这飞轮转得太快了
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One share of Class F stock. Anthropic's 7 co-founders hold it together, and it carries 50.1% of all votes. A trust with no economic stake elects most of the board. Anthropic calls it "no direct public company precedent." cnbc.com/2026/10/26/anthropi… ANT buyers get almost no say
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OpenAI 昨天出了 GPT-6.1 Terra，主打操作电脑和看图，API 比 GPT-5.6 Terra 便宜一半：输入每百万 token 1 美元，输出 5 美元。Terminal-Bench 4.0 最高档 50.3%，上一代才 21.5%。 openai.com/index/introducing… 中档模型卷成这样，大部分杂活其实够用了
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Intel 要收购以色列量子软件公司 Classiq，价格没公布。Intel 自己造硅自旋量子比特和低温控制芯片，Classiq 做的是量子电路自动综合，有点像当年芯片设计里的 EDA。预计明年上半年完成交割。 intel.com/content/www/us/en/… 硬件厂自己补软件栈，路线越来越清楚了
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Anthropic 招股书把跟五角大楼的官司写得很细：因为拒绝让 Claude 用于大规模国内监控和全自主武器，2 月被战争部列为“供应链风险”。8 月一审赢了，9 月上诉法院 2:1 判输，现在在申请全院重审。 sec.gov/Archives/edgar/data/… 带着这个雷去上市，胆子是真大
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腾讯混元开源了 Hy-Nomas，一个边生成边能指挥的视频世界模型：每一段都能用文字改剧情、用镜头轨迹换视角，前面生成过的场景靠 KV 缓存记着。720p、24 帧，Apache 2.0，单张 4090 就能跑。 github.com/Tencent-Hunyuan/H… 越来越像在玩开放世界游戏了
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Anthropic 招股书里的算力账单：Broadcom 1612 亿、马斯克的 SpaceXAI 1205 亿、Google 1145 亿、Amazon 1100 亿、微软 449 亿美元，大多不能取消。SpaceXAI 满负荷后每月 31 亿美元。 sec.gov/Archives/edgar/data/… 给竞争对手交房租，这画面有点魔幻
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IBM linked two 120-qubit Nighthawk chips with four 80 cm superconducting cables. Moving a qubit state across averaged 99%, best link 99.29%. Gates between the chips are still ~95% though. arxiv.org/abs/2610.29986 Modular is clearly the plan, those gates just need to catch up
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From Anthropic's S-1: in June the US Commerce Dept put global export restrictions on Fable 5 and Mythos 5, and Anthropic shut both off for all customers until they were lifted. ExploitBench also went 40% → 78% → 91% in ~4 months. sec.gov/Archives/edgar/data/… Wild for an IPO doc
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OpenAI says its models proved that 4D quantum field theories like QCD and pure Yang-Mills actually exist. David Gross is leading the group checking it, and they're not putting out the AI write-up for now. openai.com/index/building-sc… The Clay prize still wants a mass gap, but wow, if this holds
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Buried in Anthropic's S-1: Q2 2026 was its first quarter with an operating profit. $974M on $11.56B of revenue. A year earlier it lost $1.2B on $787M. sec.gov/Archives/edgar/data/… The scary $80B loss headline is mostly convertible-note accounting
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The new model will come？
Anthropic
@AnthropicAI21h
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO. Read more: anthropic.com/news/s1-sec Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

Anthropic files S-1 with the SEC for proposed initial public offering

Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.

anthropic.com
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Anthropic 官方博客自己承认了：内部有个还没发布的研究模型，能力超过 Mythos 5.1。复盘 Mythos 5 往别人 GitHub 仓库塞恶意代码那次事故，Mythos 5 中途自己收手的比例是 0%，新模型是 62%。 anthropic.com/research/align… 据 The Information 报道，新模型更会揣摩用户意图，上市前夕挺巧
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Anthropic 今天正式交了 S-1，要在纳斯达克上市，代码 ANT。今年上半年收入 162.9 亿美元，去年同期才 11.6 亿；账面净亏 807 亿美元，大头是可转债跟着估值上涨记的会计费用。 cnbc.com/2026/10/26/anthropi… 收入一年涨了 13 倍，亏损数字也是真吓人
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Jülich did a single-qubit gate on a transmon in 6.8 ns at over 99.98% fidelity. These usually take tens of ns. The trick is applying DRAG twice, recursively, so leakage to higher levels stays under 2e-5 per gate. nature.com/articles/s41467-0… Only one isolated qubit so far though
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字节 Seedance 2.5 出了 4K 版，最高分辨率从 1080P 拉到 4K，还专门练了微表情和细节。先定向给全球 20 家工作室和导演试用，可以先出 480P 样片，满意了再用 4K 重生成。最早下个月就有卫视剧播出。 bianews.com/news/details?id=… AI 视频这是要上电视了
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