本期播客涵盖了AI领域的最新工具、应用、商业动态、开源项目、研究进展以及政策安全等多个方面。重点介绍了Anthropic的AI更新、Genmo推出的Mochi 1、Canva的文本生成图像工具、Ideogram的Canvas Beta、StabilityAI的Stable Diffusion 3.5等工具的发布。同时，还讨论了Crusoe的34亿美元AI数据中心合资项目、Anthropic高达400亿美元的估值、英伟达Blackwell GB200 AI服务器、富士康在墨西哥建立英伟达超级芯片工厂等商业动态。此外，还涉及了INTELLECT-1、Meta FAIR发布的八个AI研究成果、Google DeepMind的AI文本水印开源等开源项目，以及OpenAI的新模型、AI计算资源的分布、LLM推理的自动过程验证器、长上下文检索增强生成等研究进展。最后，还探讨了AI的负责任扩展政策、Anthropic对AI破坏能力的测试、OpenAI对能源消耗巨大的数据中心的审批申请、美国对台积电与华为交易的调查以及TikTok母公司字节跳动与台积电合作开发AI GPU等政策安全议题。

🚀Anthropic的AI更新能够独立使用计算机，Genmo推出开源模型Mochi 1，Canva推出文本生成图像工具，Ideogram发布Canvas Beta，StabilityAI推出Stable Diffusion 3.5，这些工具和应用的发布推动了AI技术在各个领域的应用和发展。

💰商业方面，Crusoe与合作伙伴共同投资34亿美元建设AI数据中心，Anthropic估值高达400亿美元，英伟达Blackwell GB200 AI服务器即将大规模部署，富士康将在墨西哥建立英伟达超级芯片工厂，这些商业动态反映了AI产业的蓬勃发展和巨大潜力。

💻开源项目方面，INTELLECT-1成为首个去中心化的百亿参数AI模型训练项目，Meta FAIR发布了八个新的AI研究成果，包括模型、数据集和工具，Google DeepMind将其AI文本水印开源，这些开源项目为AI社区的发展提供了重要的资源和支持。

🔬研究进展方面，OpenAI开发的新模型可以将媒体生成速度提高50倍，研究人员对AI计算资源的分布和所有权进行了分析，还提出了用于LLM推理的自动过程验证器和长上下文检索增强生成方法，这些研究进展为AI技术的进一步发展奠定了基础。

🛡️政策安全方面，Anthropic发布了负责任扩展政策，并测试了AI的破坏能力，OpenAI申请批准能耗巨大的数据中心，美国调查台积电与华为的交易，字节跳动与台积电合作开发AI GPU以减少对英伟达的依赖，这些政策安全议题突出了AI发展过程中需要关注的风险和挑战。

Our 187th episode with a summary and discussion of last week's big AI news, now with Jeremie co-hosting once again!

With hosts Andrey Kurenkov (https://twitter.com/andrey_kurenkov) and Jeremie Harris (https://twitter.com/jeremiecharris)

Email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai

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Timestamps + Links:

(00:00:00) Intro / Banter

(00:03:07) Response to listener comments / corrections

(00:05:13) Sponsor Read)

Tools & Apps

(00:06:22) Anthropic’s latest AI update can use a computer on its own

(00:18:09) AI video startup Genmo launches Mochi 1, an open source rival to Runway, Kling, and others

(00:20:37) Canva has a shiny new text-to-image generator

(00:23:35) Canvas Beta brings Remix, Extend, and Magic Fill to Ideogram users

(00:26:16) StabilityAI releases Stable Diffusion 3.5 

(00:28:27) Bringing Agentic Workflows into Inflection for Enterprise

Applications & Business

(00:32:35) Crusoe’s $3.4B joint venture to build AI data center campus with up to 100,000 GPUs

(00:39:08) Anthropic reportedly in early talks to raise new funding on up to $40B valuation

(00:45:47) Longtime policy researcher Miles Brundage leaves OpenAI

(00:49:53) NVIDIA’s Blackwell GB200 AI Servers Ready For Mass Deployment In December

(00:52:41) Foxconn building Nvidia superchip facility in Mexico, executives say

(00:55:27) xAI, Elon Musk’s AI startup, launches an API

Projects & Open Source

(00:58:32) INTELLECT-1: The First Decentralized 10-Billion-Parameter AI Model Training

(01:06:34) Meta FAIR Releases Eight New AI Research Artifacts—Models, Datasets, and Tools to Inspire the AI Community

(01:10:02) Google DeepMind is making its AI text watermark open source

Research & Advancements

(01:13:21) OpenAI researchers develop new model that speeds up media generation by 50X

(01:17:54) How much AI compute is out there, and who owns it?

(01:25:28) Rewarding Progress: Scaling Automated Process Verifiers for LLM Reasoning

(01:33:30) Inference Scaling for Long-Context Retrieval Augmented Generation

Policy & Safety

(01:41:50) Announcing our updated Responsible Scaling Policy

(01:48:52) Anthropic is testing AI’s capacity for sabotage

(01:56:30) OpenAI asked US to approve energy-guzzling 5GW data centers, report says

(02:00:05) US Probes TSMC’s Dealings with Huawei

(02:03:03) TikTok owner ByteDance taps TSMC to make its own AI GPUs to stop relying on Nvidia — the company has reportedly spent over $2 billion on Nvidia AI GPUs

(02:06:37) Outro