OpenAI, Meta caution US judiciary about risk of 'deepfake' evidence - Reuters
OpenAI, Meta caution US judiciary about risk of 'deepfake' evidence Reuters
#研报/观点
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。
路透社AI 评分1313 Business InsiderAI 评分1818 OpenAI's Dots head says AI means workers now have a choice between doing less or more
Alexander Embiricos, who leads OpenAI's enterprise product and Dots agent tool, said the AI era gives workers a choice: work more, or work less.
财富AI 评分5050 Flex CEO 称美国电网和能源基础设施需跟上 AI 扩张
Flex CEO Revathi Advaithi 在财富杂志峰会上表示，美国电网尚未准备好满足 AI 发展带来的能源需求，若能源基础设施和电网不能及时升级，前沿模型和半导体也难以充分发挥作用。
Ars Technica利空AI 评分1919 Targeted ads delivered 0-click exploits to install mercenary malware
The incident is likely 1st confirmation of mercenary spyware delivered by targeted ads.
MarketWatch利好AI 评分1717 Don’t ditch tech stocks just yet. Make these moves to take advantage of the latest AI reset.
Investors have a ‘love-hate relationship’ with tech stocks now — and experts recommend selectively hunting for bargains while also betting on the major cloud companies.
彭博AI 评分2626 Ross Gerber on Tesla Roadster, Potential SpaceX Merger
Ross Gerber discussed Tesla’s anticipated Roadster unveiling, following a Barclays note suggesting Tesla and SpaceX could merge before year-end, potentially ahead of Tesla’s annual general meeting. Gerber said a high-priced car made in low volumes would not materially affect Tesla financially. He sp
彭博AI 评分1717 The Investment Lessons Learned from 1873
Long before the Great Depression or the 2008 financial crisis, the world endured its first truly global financial crash. In his new book, 1873: The Rothschilds, the First Great Depression, and the Making of the Modern World, Pulitzer Prize–winning author Liaquat Ahamed traces how a booming global bo
路透社利空AI 评分1111 Why CoreWeave's troubles are rattling the AI boom - Reuters
Why CoreWeave's troubles are rattling the AI boom Reuters
Fast Company利空AI 评分1717 We can’t keep guessing whether AI helps students learn
On September 2, as students returned to class, New York City implemented a one-year pause on generative AI use for nearly 600,000 students across pre-K, elementary, and middle school. Los Angeles soon followed, blocking it for every student on a district-issued device. Together, the country’s two la
Wired利空AI 评分1414 AI Hacks Leave a Mess That AI Companies Aren’t Paying For
Powerful AI models continue to cause chaos, but their targets aren’t widely seeking justice. Instead, they’re being encouraged to adopt those same tools.
TechCrunchAI 评分77 Amazon devices chief Panos Panay on the importance of failure and bouncing back from it
Panay said that it's possible to recover and learn from all sorts of failures, even catastrophic ones, when building products.
彭博AI 评分2121 Still In Early Innings of AI Issuance: Doyle
Neha Khoda, head of US credit strategy at BofA Securities, and Stephanie Doyle, fixed income portfolio manager at JPMorgan Investment Management, join Scarlet Fu on "Bloomberg Real Yield." (Source: Bloomberg)
彭博利空AI 评分5656 Rajappa谈美国通胀与美联储行动
Société Générale Americas研究主管Subadra Rajappa与Columbia Threadneedle Investments固定收益全球主管Gene Tannuzzo参加彭博节目，讨论美国通胀与美联储行动。美国9月生产者价格涨幅创四年多来最快，较高能源成本向美国经济传导。
彭博AI 评分2626 Big Take: What Is the US Economy Trying to Tell Us?
On today’s Big Take podcast, editors Matt Boesler and Cristina Lindblad join Sarah Holder to unpack what the data says is happening in the US economy and why consumer sentiment tells another story. (Source: Bloomberg)
金融时报利空AI 评分1313 The AI boom stumbles
Should investors prepare for an AI bust? And if so, how?
路透社AI 评分2323 US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say - Reuters
US plan to ease shadow fleet sanctions unlikely to free up many tankers, analysts say Reuters
PoliticoAI 评分1212 Mitch Daniels rebukes JD Vance over free-market retreat
Daniels said the Republican Party’s evolution under Trump could create an opening for a party to champion economic freedom.
Fast Company利空AI 评分1414 Dementia cases are expected to more than double by 2050. A new study reveals who’s most at risk
More and more of our loved ones could develop dementia, as the number of diagnoses is projected to more than double by 2050, according to new research. In the absence of large-scale prevention efforts, the number of people who are diagnosed with dementia each year could total 24.7 million by 2050, u
TechCrunchAI 评分2626 Amazon devices chief Panos Panay sees a future where AI devices replace the need to use apps
Speaking at TechCrunch Disrupt, Amazon devices chief Panos Panay described a future where ambient AI devices work in the background, anticipating users' needs instead of waiting for commands.
Business Insider利空AI 评分4949 Anthropic打击AI“模仿者”或拖累营收增长
Anthropic第三季度营收增长放缓，打击竞争对手蒸馏Claude模型的行动可能是原因之一。公司称，蒸馏相关收入占总营收的5%至7%，且预计进一步下降；这类收入减少不一定意味着核心业务走弱。 Anthropic正准备IPO，投资者需要区分真实客户需求与竞争对手复制模型带来的收入。
财富AI 评分3535 What Apple’s hand-embroidered product launch reveals about advertising in the age of AI slop
As AI-generated ads multiply, Apple’s handmade campaigns show how the people behind the work can become part of the pitch.
CNBCAI 评分1717 Here's our monthly update on our 32 stocks, including 2 more names to buy
Jim Cramer identified two of his favorite stocks to buy and the names he's not willing to touch just yet.
Fast CompanyAI 评分1515 AI fear is driving employees to slack off, show up late, and even steal coworker lunches
As more businesses adopt artificial intelligence, some employees, who are increasingly worried about losing their jobs, are starting to act out. That’s the finding of a new study from Washington State University (WSU) researchers, published in the journal Occupational Health Science, which looks at
Fast CompanyAI 评分1515 Healthcare has a churn problem
I was diagnosed with anorexia at 10 years old. Over the next several years, my family and I navigated a healthcare system that was mostly focused on how many days I stayed in a hospital bed instead of whether I was getting better. I spent my entire freshman year of high school in and out of faciliti
卫报AI 评分1818 The water torture goes on at Thames. Sector-wide reform isn’t moving much faster | Nils Pratley
If ‘public control’ bit is delaying overhaul, that needs to be nailed down sharpish or continued uncertainty could be costlyIt is strange now to recall that Thames Water had a prominent slot on what was known as “Sue’s shit list” – the internal Labour dossier, compiled by Keir Starmer’s first chief
Business InsiderAI 评分2525 An AI CEO is calling out the people who bash AI but can't stop using it
Verb CEO Cyrus Beschloss said people opposed to AI and data centers are still using the technology and would have a hard time giving it up.
Business InsiderAI 评分3131 Breaking with Trump, Jensen Huang makes the case for immigration: 'We want all the world's great minds to come here'
Nvidia CEO Jensen Huang was born in Taiwan and came to the US as a child. Now, he's saying that other immigrants should be given the same opportunity.
财富利好AI 评分1616 Gen Z outspent every other generation on art last year—a fine arts executive says the internet and new wealth are supercharging their buying habits
Anita Heriot, president of The Fine Art Group Americas, said Gen Z have a lot of money and “don’t know what to do with it”—so they’re buying up Basquiat paintings.
财富AI 评分4242 四位 AI 高管称企业真正围绕 AI 重塑核心业务的案例几乎为零，转型更受组织政治影响
Accenture、AXA、Mastercard 和 Mistral AI 的四位高管表示，真正以 AI 重塑核心业务的大型企业或政府流程几乎为零，转型难点更多在于重设工作流程和推动组织变革。AXA 计划到 2029 年实现每年 5 亿至 7 亿欧元的 AI 经常性税前价值。
财富利好AI 评分6060 英伟达在欧洲的投资布局远不止欧洲市场
英伟达在欧洲加大投资布局，黄仁勋称公司将在一周内公布另外20亿美元的欧洲AI交易，此前公司称过去一年已向欧洲投入约80亿美元。在英国，英伟达宣布持有五家初创公司的少数股权，并承诺五年内提供价值2.5亿美元的算力，用于AI安全与安保研究。文章称，这些投资可能带动对英伟达芯片和云算力的需求，同时也使公司面临作为供应商和股东的双重敞口。
MarketWatch利空AI 评分1818 This one governor’s race could derail the AI trade that’s powered the stock market
Here’s the Nov. 3 contest that “presents the biggest election-specific risk,” analysts say.
金融时报利空AI 评分2727 Risk of an AI crunch for stock markets is rising
The tremor seen this week could be a foretaste of things to come
Business StandardAI 评分2020 High nuclear power costs may hinder wider adoption in India: ReNew CEO
ReNew CEO Sumant Sinha said high nuclear power costs could limit adoption in India, while stressing the need for grid expansion, energy storage and domestic supply chains
财富利空AI 评分4343 特朗普前加密顾问博·海因斯任职期间，其共同创立的公司从Tether收取数百万美元，引发利益冲突审视
调查发现，特朗普前白宫加密顾问博·海因斯推动《GENIUS法案》期间，其共同创立的咨询公司Nxum与Tether达成协议，获得630万美元。海因斯离开白宫后次月加入Tether新设的美国部门，而Tether仍向Nxum支付数百万美元。法院文件及相关交易引发对特朗普政府加密政策与顾问私人商业利益冲突的审视。
CNBCAI 评分1313 How to weather the current AI stock storm that we were all dreading
We are at that moment.
CNBC利空AI 评分2525 Equal-weight failed. Now tech stocks look shaky again. So what should you do about S&P 500 risk?
In 2025 and into 2026 investors were told to avoid S&P 500 tech stock risk by moving to equal-weight. That failed. Now the AI trade is reeling. So what's next?
IT之家AI 评分2222 动视看好《GTA 6》提振市场，让更多玩家回归游戏、带动《使命召唤：现代战争 4》销量表现
IT之家 10 月 16 日消息，动视认为，《GTA 6》的推出有望带动《使命召唤》系列的表现，而非挤压其市场空间。动视首席营销官泰勒 · 巴尔（Tyler Bahl）表示，《GTA 6》和《使命召唤》将是 2026 年规模最大的两款游戏之一，前者带来的玩家回流和游戏行业关注度提升，有望为《现代战争 4》创造更多机会。巴尔当地时间 10 月 15 日在接受 The Game Business 采访时，被问及《GTA 6》与《塞尔达传说：时之笛》重制版于 11 月同期推出，是否会挤压市场，分散玩家对《使命召唤》的关注。巴尔表示，《GTA 6》带来的关注度不一定会对《使命召唤》造成负面影响。他认为
Fast CompanyAI 评分2626 Why Silicon Valley’s AI super PACs aren’t talking about AI
Welcome to AI Decoded, Fast Company‘s weekly newsletter that breaks down the most important news in the world of AI. I’m Mark Sullivan, a senior writer at Fast Company, covering emerging tech, AI, and tech policy. Sign up to receive this newsletter every week via email here. And if you have comments
财富利空AI 评分5555 博通CEO陈福阳称AI投资者不了解所投项目，并质疑AI实验室盈利能力
博通CEO陈福阳在新加坡DBS Asia Future Forward Conference上称，许多AI投资者不了解自己投资的项目，并质疑AI实验室能否覆盖模型开发和运行成本。
彭博AI 评分1515 What We Learned From This Week’s AI Jitters
How the last few days clarified what’s going with this market.