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卧槽，太爆炸了 Jason Calacanis 在自己的播客上当场说要把 Claude 踢出公司 最新一期 This Week in AI，嘉宾 Alex Finn 刚把 Claude Fable 5.2 夸上天，说 Anthropic 过去一个月「clearly has had a breakthrough」，更聪明、更快、更便宜三样同时做到，他让 Fable 连续两周不插手做一个复杂游戏，做出来接近 3A 水准 结果主持人 Jason 接着就泼冷水，他说拿到 Fable 5.2 做的第一件事，就是把平时交给 Grok Bot 的活丢给它，干得反而不如 Grok Bot，Grok Bot 一个月 40 美元，他一年付给 Claude 的钱算上超额差不多 2 万美元，原话「I'm going to kick Claude out」 Alex 的解释是这两个根本不能放一起比，Fable 是模型，Grok Bot 是套在模型外面替你干活的那一层， 「Grokbot is by far the best harness on planet Earth」 更夸张的是节目放出的实测，Alex 让 Grok Bot、Claude Duet、ChatGPT Dots 三个智能体各自用 PayPal 转 1000 美元，两个被拦了下来，只有 Grok Bot 把钱转了出去 Adaption Labs 的 Sara Hooker 一句话点破 Anthropic 的路线，他们想把模型和外面那层都攥在自己手里，你想换的时候就该觉得疼，「They want to lock you in a little bit」 这就像一家餐厅的大厨全城最好，可只许你坐在它店里吃，隔壁厨子手艺差一点，却愿意送餐上门，顺手把碗也洗了 恐怕接下来几年，普通人挑 AI 只看一件事，谁能替自己把活干完，模型排行榜上的名次，会越来越少有人在乎

In the lead-up to ‘Divine Intervention,’ @saralandrydj stopped in NYC with Spotify for night 2 of her Under The K Bridge shows. How does the “High Priestess of Hard Dance” spend her day? Find out Thursday on Spotify.

Doing all I can to fit it all in. Freshman year as a two sport athlete has me already working hard on my time management. Got in a hitting sesh with coach Shawn Ching just before my flag football game with Amador Valley Flag. @mentalhittinguy @CatchingAcademy @efficiencysp @legacylegendss1 @linedsoftball @AGLSoftball @ballgirlsports @ddsbandevents @dfwsho @yathletesf @directrecruits @fastpitchathrec @fastpitchwatch @Gatorjack72 @ihartfastpitch @impactretweets  @prepsoftball @scan1ansports @extrainningsb @softballclips @softballdown @softballrecruit @sportprepx @sunilsportsnews  @toppreps @Top_d1recruits @uncommittedutr @recruitmatador @coachMJKnighten @GCarbonatto @TonySmithCSUSB @CoachSco1 @thessamalauulu @drew_rich1221 @coachcbartlett @melyssalombardi @karenweekly @jessicaallister @saragroe @lauraberg44 @katemalveaux @staceynuveman @ucsd_coachp @coachsingcal @coach_inouye @caitlinlowe @coachtarr

Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product. Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years. We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher. Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism. Much more in our SoM report here - @a16z @sarahdingwang @aleximm @santiago__rdz

I have been saddened to hear of the passing of the great Liu Huan, who I had the pleasure of singing with at the 2008 Beijing Olympic Games, performing the opening theme song, ‘You and Me’. He was an amazing talent and a true gentleman. He will be greatly missed. R.I.P. Sarah

I asked people: "who are the best active angels in AI?" 5 votes: Jeff Dean (@JeffDean) 4 votes: Umesh Khanna (@forwarddeploy) 3 votes: Sholto Douglas (@_sholtodouglas) 3 votes: Thomas Wolf (@Thom_Wolf) 2 votes: Daniel Chang (@dnnssl2) 2 votes: Elad Gil (@eladgil) 2 votes: Eric Glyman (@eglyman) 2 votes: Logan Kilpatrick (@OfficialLoganK) 2 votes: Michael Chen (@michaelzchen5) 2 votes: Nat Friedman (@natfriedman) 2 votes: Noam Brown (@polynoamial) 2 votes: Philip Bogdanov (@philip_bogdanov) 2 votes: Sarah Zeng (@sarahzengy) 2 votes: Tim Luong (@chongz) 2 votes: Zach Frankel I asked people to focus on angels that work in AI. People couldn't pick themselves. 3 people picked me; I left myself off the list. I didn't vote.