COMMENTARY: Oil's new problem isn't supply. It's logistics - reuters.com
COMMENTARY: Oil's new problem isn't supply. It's logistics reuters.com
外媒与科技媒体长文、研究号文章。按时间排,不论是否入选精选。
COMMENTARY: Oil's new problem isn't supply. It's logistics reuters.com
America isn’t ready for the next wave of foreign influence operations.
Demographic decline, political paralysis, and the fate of great powers.
Over the summer I talked to the CEO of Springboards, a startup building an LLM that’s designed to come up with a wider variety of responses than its mainstream rivals do. At the start of the call, he said something that’s been stuck in my head since: “We often say that we’re a self-loathing AI…
一些硅谷创始人选择通过家人、朋友和成员融资,以较小规模的投资和经营收入发展公司,避开传统风险投资融资路径。Our Third Place 采用这一方式,在40个城市拥有1,800名会员;全球风投交易数从2022年第一季度的逾17,000笔降至2026年第二季度约8,500笔。
It's almost election time in America, and voters in swing states are looking at their wallets — and gas prices — at the ballot box.
技术可以筛选简历,但筛选不了一个人的价值!
欧洲 AI 投资和产业规模落后于美国,西门子高管 Peter Koerte 认为,欧洲制造业积累的工业数据可能成为发展工业 AI 的优势。西门子计划未来三年投资超过 10 亿欧元发展工业 AI,其工业基础模型仍在开发中,Koerte 称该模型有望将工程周期缩短最多 40%。他认为 AI 发展需要跨境合作,完全的技术主权并不现实。
《财富》分析认为,“China plus one”推动工厂、出口和就业流向东南亚,但该地区获得的收益不均,设计、核心零部件和工艺知识仍多留在其他环节。越南2025年GDP增长8.0%,对美出口增长28.1%至1532亿美元,同时自中国进口增长近30%至约1830亿美元。文章还讨论了美国关税、供应链回流中国以及中国商品进入东南亚市场对当地制造业的影响。
《Odd Lots》播客邀请芝加哥大学副教授、芝加哥联储常驻学者 Carolin Pflueger,讨论美国国债收益率与全球债券收益率同步飙升的原因,以及债券是否正变得更具根本性风险。节目还探讨投资者若无法再用政府债券对冲股票会怎样,以及市场对美联储“反应函数”的预期如何影响这一问题。
超级长假,轻松拿下?
文章梳理黄酒全国化的两条路径:以年份酒、礼盒和宴席推动高端化,或以低度、气泡和易拉罐拓展消费人群与场景。文中称,规上黄酒企业从2017年的121家降至2025年的76家,2025年销售收入和利润分别同比下降4.8%和4.9%;会稽山2026年上半年省外“其他地区”收入同比增长76.59%,中高端黄酒收入增长14.17%,普通黄酒收入下降24.02%。
Chandrasekaran -- who was recently handed his third five-year term at the helm as Tata Sons Chairman amid an intense boardroom battle-- further said the Indian economy is doing very well
"Insight with Haslinda Amin" is a daily news program featuring in-depth, high-profile interviews and analysis to give viewers the complete picture on the stories that matter. The show features prominent leaders spanning the worlds of business, finance, politics and culture. (Source: Bloomberg)
AI已经开始真正进入「造下一代AI」的流水线
Analysts at Motilal Oswal Financial Services (MOFSL) said Bagchi's appointment removes a key overhang around HDFC Bank's leadership succession.
Ben Affleck said he spent eight months shooting a large collection of footage to train existing AI models for filmmaking tasks.
In today’s newsletter: As Americans get ready to vote on whether the Republican party remains in control of Congress, our Washington editor talks about the disconnect between Trump and his supportersGood morning. Later today, Donald Trump will be in the state of Nebraska to rev up supporters as he k
Yossi Matias, Vice President & Head of Google Research, explores how AI is beginning to reshape biology, infrastructure, manufacturing, and science, and why its greatest impact may come when it intersects with other fields. Step inside the newsroom with our MIT Technology Review editors for sharp an
Abhradeep Chatterjee shares what it has been like living on an H-1B visa, including missing an uncle's funeral and a cousin's wedding.
Critical minerals and data centers remain top investment opportunities in Africa, according to Bloomberg Businessweek’s latest Investors Guide to Africa. Bloomberg’s Chief Africa Correspondent Jennifer Zabasajja reports (Source: Bloomberg)
Head of Alan Turing Institute calls for wider debate over technology’s rollout as fears over risks grow
Chair of the Treasury select committee says chancellor cannot ignore global shift to lower capital requirements
文章提出,供应安全定价正在改变关键矿产的价格形成机制,传统供需平衡表和成本曲线已不足以解释部分价格与区域溢价。作者将安全溢价归纳为资源国行政约束、战略买家非价格弹性需求和中游加工瓶颈三条传导路径,并以稀土、铜、锂和镍说明不同矿种的差异。文章还讨论了区域价差、库存管理及矿业资产估值中司法管辖区风险、合规成本和加工配套能力等变量。
Lombard Odier高级宏观策略师Homin Lee表示,股市估值能够承受全球收益率持续上升。他认为,收益率走高反映的是稳健的经济基本面,而非激进的货币紧缩。
软银集团创始人孙正义警告,人工智能能力快速增长带来的安全风险日益突出,各国应建立互信、联手应对强大 AI 模型的威胁。他预计,AI 服务能力将继续指数级增长,相关程序明年起或可赋能机器人等智能硬件与物理世界交互。孙正义还预测,到 2040 年,人工智能及具备自主学习能力的机器将占全球 GDP 至少 20%,相当于 46 万亿美元。
至于 Samantha,说不定哪天下班打开屏幕,她已经在那头等你了。
文章梳理AI智能体安全风险及AI安全产业进展,指出安全议题正从内容过滤和数据合规扩展到智能体行为、权限与系统防护。文中援引Gartner预测,全球AI安全市场支出将从2025年的259.2亿美元增至2026年的513.47亿美元;中国人工智能安全收入预计从2025年的44.1亿元增至2030年的340.3亿元。
钛媒体文章梳理了英伟达与Michael Burry对AI算力资产寿命的不同判断:英伟达称客户按四到六年折旧、A100仍在高负荷运转,Burry则估算前沿GPU的实际经济寿命只有两三年。文章列举A100服役、二手价格与租赁数据,以及超大规模运营商调整服务器折旧年限的情况,并介绍英伟达以产出、寿命和需求评估AI工厂回报的框架。
彭博行业研究称,DeepSeek 于 9 月发布 V4.1 Flash 后,中国顶尖模型在基准测试得分上仅落后美国竞争对手 3%,低于 5 月的约 9% 和今年早些时候的 15%。
IT之家 10 月 5 日消息,OpenAI 首席执行官萨姆 · 奥尔特曼(Sam Altman)近日在接受《Decoded》栏目专访时表示,他的公司与竞争对手 Anthropic 在人工智能监管问题上,仍然存在根本性的世界观分歧。奥尔特曼指出,AI 技术所带来的巨大效益完全值得社会承担部分风险,且这项技术应当继续面向公众广泛开放。“我认为双方之间存在极大的鸿沟,”奥尔特曼接受采访时表示。当被明确问及他与 Anthropic 及其首席执行官达里奥 · 阿莫代伊(Dario Amodei)的分歧究竟在何处时,奥尔特曼指出:“我们坚信,为了获取这项技术的红利并赋予人们自主权,世界理应承受伴随而来的
Japan should continue to rely on the Middle East for the bulk of its crude as that’s cost-effective, processor Taiyo Oil Co. said, pushing back against a government drive to diversify triggered by the US-Iran war.
OpenAI's Altman says AI benefits warrant accepting some risks Reuters
Digital media has become inescapable, and there’s still a lot we don’t know about its effects on young people’s physical and mental health. But we do have enough evidence of its harms to warrant government action, say the authors of a series on “digital determinants of health” published today in The
Vanguard首席经济学家Qian Wang预计,通胀将在年底达到约3%,到2027年底回落至约2.5%。她认为,能源价格高企和近期AI资本投资是通胀压力维持高位的主要驱动因素。
Mitsubishi Corp chief says companies must deploy cash more efficiently amid fears bond yields may hit equities
On Equity, we discussed the Trump administration's attempts to rebrand AI.
OpenAI CEO Sam Altman在接受Decoded by POLITICO采访时称,社会应为AI技术的收益和公众使用权接受部分负面后果,但他不接受灾难性风险,包括AI导致严重失控。Altman表示,OpenAI支持更严格的AI监管,但主张采取较轻的监管方式;他认为人们借助AI创造的积极成果将远多于负面结果。
In his Sunday column, Jim Cramer explains why investors need to hold their nose and do some buying.
Former FTC chair Lina Khan cautioned against AI companies regulating themselves during an interview on ABC's "This Week."