节目简介
来源：小宇宙
📋 今日要闻 · 2026-11-04
【大模型】
• Anthropic warns that it’s very close to RSI capability, aka self-building AI
techcrunch-ai · 2026-11-02 · https://techcrunch.com/2026/11/02/anthropic-warns-that-its-very-close-to-rsi-capability-aka-self-building-ai/
• GPT-6爆改模型权重，数学能力狂飙6倍，MIT博一新作破圈了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053977031464070
• OpenAI says ChatGPT is catching up to Google in search
theverge · 2026-11-03 · https://www.theverge.com/ai-artificial-intelligence/1025482/openai-says-chatgpt-is-catching-up-to-google-in-search
【具身智能模型】
• 姚期智团队新作：代数世界模型
36氪 · 2026-11-03 · https://www.36kr.com/p/4053754574066822
【智能驾驶】
• GOOD NEWS 🇳🇱 Tesla’s FSD just cleared another regulatory step in Europe 🔥 On No
x-ming-tesla · 2026-11-03 · https://www.x.com/tslaming/status/2117639371683967107
• Tesla cuts FSD’s speed margin from 50% to 10% over the limit in Europe
electrek · 2026-11-03 · https://electrek.co/2026/11/03/tesla-assisted-driving-rdw-speed-cap-10-percent-europe/
• 华为乾崑 10 月安全出行报告发布：辅助驾驶里程破 170 亿公里、月活用户占比超 95%
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/817.htm
• 宝马计划在 2027 年将 L2 辅助驾驶扩展至城市，德国首发
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/247.htm
【机器人硬件】
• 首届 CMG 世界机器人登泰山大赛收官，宇树斩获 1 金 2 银
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/250.htm
• 宇树机器人 G1 因过热退出登泰山大赛，被担架抬下山
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/222.htm
【AI 消费硬件与脑机】
• HomeView with an arm? Apple reportedly plans $1,000 swiveling smart panel
zdnet · 2026-11-03 · https://www.zdnet.com/home-and-office/homeview-ultra-apple-robotic-smart-display/
• AI陪伴月流水破千万美元，订阅费只是开始
36氪 · 2026-11-03 · https://www.36kr.com/p/4053728478451334
• 隐私争议、体验瓶颈、商业化迷途，AI眼镜还没走出尝鲜怪圈？
36氪 · 2026-11-03 · https://www.36kr.com/p/4053859194098818
• 苹果 watchOS 27.3 首个开发者预览版 Beta 上线音频智能功能：支持全天谈话划重点 / 回顾 15 秒对话
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/864.htm
• 强脑科技正研发可穿戴脑机设备，通过脑部电刺激抑制食欲减重
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/815.htm
【AI Agent】
• 实测DeepSeek“创造模式”，插件门槛被干碎了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053953837667975
• Linux内核也能造了？Codex 11天写出13.9万行新内核，Rocky Linux 10跑起来了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053759018079360
• Siri AI 将实现跨 App 办事：苹果开放“应用技能”，一句话串联多个应用任务
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/869.htm
• Apple starts giving Siri AI access to third-party apps
theverge · 2026-11-03 · https://www.theverge.com/tech/1025694/apple-siri-ai-third-party-apps
【💰 财经动态】
• AI inference startup Fal doubles its valuation to $16B as demand surges
techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/ai-inference-startup-fal-doubles-its-valuation-to-16b-as-demand-surges/
• Anthropic to Spend $895 Billion in the Years Ahead
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/videos/2026-11-02/anthropic-to-spend-895-billion-in-the-years-ahead-video
• NYC Comptroller Steps Up Criticism of Anthropic After IPO Filing
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/nyc-comptroller-steps-up-criticism-of-anthropic-after-ipo-filing
• Anthropic is still grappling with the economics of compute
techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/anthropic-is-still-grappling-with-the-economics-of-compute/
• Meta Raises $15 Billion as Elevated Bond Yields Stoke Demand
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/meta-kicks-off-debt-offering-in-push-to-fund-ai-investments
• AI圈的泡泡玛特诞生了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053877398213765
• 2800万用户，养不活一个AI陪伴应用
36氪 · 2026-11-01 · https://www.36kr.com/p/4051001127687043
【🎙️ 关键人物：小康、邵军、肉呆】
• Vol.099 新款i6挤崩服务器：理想丢了订单，宁德时代丢了什么？｜月度点评
知识库精读 · 2026-11-03 · https://www.xiaoyuzhoufm.com/episode/6ae8a9ed97726cd4675bb7a7
【大模型】
• Anthropic warns that it’s very close to RSI capability, aka self-building AI
techcrunch-ai · 2026-11-02 · https://techcrunch.com/2026/11/02/anthropic-warns-that-its-very-close-to-rsi-capability-aka-self-building-ai/
• GPT-6爆改模型权重，数学能力狂飙6倍，MIT博一新作破圈了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053977031464070
• OpenAI says ChatGPT is catching up to Google in search
theverge · 2026-11-03 · https://www.theverge.com/ai-artificial-intelligence/1025482/openai-says-chatgpt-is-catching-up-to-google-in-search
【具身智能模型】
• 姚期智团队新作：代数世界模型
36氪 · 2026-11-03 · https://www.36kr.com/p/4053754574066822
【智能驾驶】
• GOOD NEWS 🇳🇱 Tesla’s FSD just cleared another regulatory step in Europe 🔥 On No
x-ming-tesla · 2026-11-03 · https://www.x.com/tslaming/status/2117639371683967107
• Tesla cuts FSD’s speed margin from 50% to 10% over the limit in Europe
electrek · 2026-11-03 · https://electrek.co/2026/11/03/tesla-assisted-driving-rdw-speed-cap-10-percent-europe/
• 华为乾崑 10 月安全出行报告发布：辅助驾驶里程破 170 亿公里、月活用户占比超 95%
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/817.htm
• 宝马计划在 2027 年将 L2 辅助驾驶扩展至城市，德国首发
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/247.htm
【机器人硬件】
• 首届 CMG 世界机器人登泰山大赛收官，宇树斩获 1 金 2 银
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/250.htm
• 宇树机器人 G1 因过热退出登泰山大赛，被担架抬下山
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/222.htm
【AI 消费硬件与脑机】
• HomeView with an arm? Apple reportedly plans $1,000 swiveling smart panel
zdnet · 2026-11-03 · https://www.zdnet.com/home-and-office/homeview-ultra-apple-robotic-smart-display/
• AI陪伴月流水破千万美元，订阅费只是开始
36氪 · 2026-11-03 · https://www.36kr.com/p/4053728478451334
• 隐私争议、体验瓶颈、商业化迷途，AI眼镜还没走出尝鲜怪圈？
36氪 · 2026-11-03 · https://www.36kr.com/p/4053859194098818
• 苹果 watchOS 27.3 首个开发者预览版 Beta 上线音频智能功能：支持全天谈话划重点 / 回顾 15 秒对话
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/864.htm
• 强脑科技正研发可穿戴脑机设备，通过脑部电刺激抑制食欲减重
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/815.htm
【AI Agent】
• 实测DeepSeek“创造模式”，插件门槛被干碎了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053953837667975
• Linux内核也能造了？Codex 11天写出13.9万行新内核，Rocky Linux 10跑起来了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053759018079360
• Siri AI 将实现跨 App 办事：苹果开放“应用技能”，一句话串联多个应用任务
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/869.htm
• Apple starts giving Siri AI access to third-party apps
theverge · 2026-11-03 · https://www.theverge.com/tech/1025694/apple-siri-ai-third-party-apps
【💰 财经动态】
• AI inference startup Fal doubles its valuation to $16B as demand surges
techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/ai-inference-startup-fal-doubles-its-valuation-to-16b-as-demand-surges/
• Anthropic to Spend $895 Billion in the Years Ahead
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/videos/2026-11-02/anthropic-to-spend-895-billion-in-the-years-ahead-video
• NYC Comptroller Steps Up Criticism of Anthropic After IPO Filing
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/nyc-comptroller-steps-up-criticism-of-anthropic-after-ipo-filing
• Anthropic is still grappling with the economics of compute
techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/anthropic-is-still-grappling-with-the-economics-of-compute/
• Meta Raises $15 Billion as Elevated Bond Yields Stoke Demand
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/meta-kicks-off-debt-offering-in-push-to-fund-ai-investments
• AI圈的泡泡玛特诞生了
36氪 · 2026-11-03 · https://www.36kr.com/p/4053877398213765
• 2800万用户，养不活一个AI陪伴应用
36氪 · 2026-11-01 · https://www.36kr.com/p/4051001127687043
【🎙️ 关键人物：小康、邵军、肉呆】
• Vol.099 新款i6挤崩服务器：理想丢了订单，宁德时代丢了什么？｜月度点评
知识库精读 · 2026-11-03 · https://www.xiaoyuzhoufm.com/episode/6ae8a9ed97726cd4675bb7a7