节目简介
来源：小宇宙
📋 今日要闻 · 2026-11-03
【AI 基础设施】
• Momenta 造芯｜为何先被地平线"算了笔账"？
知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/D5KIf58D03bLY-GfhlIdew
• 字节自研 AI 芯片被曝，对标 H200（传闻）
知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/DZrcTJHVTp6p1j68i5NlRQ
【大模型】
• The New York Times sues Brave web browser for AI scraping and bypassing paywalls
theverge · 2026-11-02 · https://www.theverge.com/tech/1024588/brave-lawsuit-ai-scraping-new-york-times
• Anthropic updates Claude to stop it from recreating existing video games
engadget · 2026-11-01 · https://www.engadget.com/2303469/anthropic-updates-claude-to-stop-it-from-recreating-existing-video-games/
【具身智能模型】
• 英伟达/谷歌/英特尔接连出手，物理AI打响基础设施之争
36氪 · 2026-11-02 · https://www.36kr.com/p/4052396709106560
• LeCun证明了：规模从未起作用，下一token路线效率低
36氪 · 2026-11-02 · https://www.36kr.com/p/4052468000904327
【智能驾驶】
• STRONG SIGNAL 🚨 Robotaxi rides in Fort Worth have officially begun 🔥 And they ar
x-ming-tesla · 2026-11-02 · https://www.x.com/tslaming/status/2117257439355781297
• Ming+马斯克 Tesla 动态 2026-11-02
知识库精读 · 2026-11-02 · https://x.com/tslaming/status/2117057872630849892
• BOOM 🚖 Tesla's new Cybercab tour runs right through the biggest FSD decision Eur
x-ming-tesla · 2026-11-02 · https://www.x.com/tslaming/status/2117273431032913989
• BMW is taking on Tesla’s FSD with urban driver assist starting in 2027
theverge · 2026-11-02 · https://www.theverge.com/transportation/1024616/bmw-level-2-city-driver-assist-2027
• 上汽大众 ID.ERA 5X 将于 11 月 12 日上市，家族首款纯电 SUV
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/261.htm
【机器人硬件】
• Apple’s ‘Ultra’ smart home robot might have to wait until 2028
theverge · 2026-11-02 · https://www.theverge.com/tech/1024496/apple-homeview-ultra-robot-rumor-delay
• Coming in 2027: Apple’s $1,000 home robot for FaceTime and switching on lights
arstechnica · 2026-11-02 · https://arstechnica.com/apple/2026/11/apples-roaming-home-robot-may-do-facetime-switch-lights-on-and-yell-at-your-cat/
• 消息称 HomeView Ultra 硬件已定型两年，但苹果内部仍存在“分歧”
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/280.htm
• 道通发布AAGI空地智能解决方案，以AIP平台打通无人集群协同作业｜最前线
36氪 · 2026-11-02 · https://www.36kr.com/p/4052501649789825
【AI 消费硬件与脑机】
• AI眼镜，找寻下一个隘口
36氪 · 2026-11-02 · https://www.36kr.com/p/4052374382761096
【AI Agent】
• DeepSeek Boosts AI Agent Offering With New Creator Mode
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/deepseek-boosts-ai-agent-offering-with-new-creator-mode
• RT by @deepseek_ai: Your Harness. You Define It. Meet Creator Mode in DeepSeek
x-deepseek · 2026-11-02 · https://www.x.com/DeepSeekHarness/status/2117256196227019194
• 腾讯混元发布 Hyra 2.0：为模型研发打造可复用工具
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/266.htm
• 8B逆袭32B，开源首个长程交互SQL Agent框架，面向真实数据库
36氪 · 2026-11-02 · https://www.36kr.com/p/4052424433619843
• Tibo 28连更后，OpenAI合并额度池，计费聊天开始了
36氪 · 2026-11-01 · https://www.36kr.com/p/4050682558714755
【💰 财经动态】
• Marvell to Acquire Lumentum in Historic $115 Billion Deal
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/marvell-reaches-115-billion-deal-for-lumentum-holdings
• 隔夜美股：英特尔暴雷引爆半导体抛售潮，AI 资本开支信仰动摇
知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/WNe-jxPKbY0IhgjHNDGvbw
• Oracle Kicks Off $20 Billion Capital Raise
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/videos/2026-11-02/bloomberg-tech-11-02-2026-video
• Meta Eyes at Least $20 Billion From Potential Bond Offerings
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/meta-readies-cross-border-investment-bond-offering
• 谷歌母公司 Alphabet 年内第二次发行欧元债券，检验市场对其 AI 投入信心
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/230.htm
• Lumentum 2027 财年第一财季归母净利润 3.6 亿美元，同比增长 8478.57%
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/260.htm
• Character.AI破产，AI陪伴是假风口？
36氪 · 2026-11-02 · https://www.36kr.com/p/4052556500652935
【AI 基础设施】
• Momenta 造芯｜为何先被地平线"算了笔账"？
知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/D5KIf58D03bLY-GfhlIdew
• 字节自研 AI 芯片被曝，对标 H200（传闻）
知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/DZrcTJHVTp6p1j68i5NlRQ
【大模型】
• The New York Times sues Brave web browser for AI scraping and bypassing paywalls
theverge · 2026-11-02 · https://www.theverge.com/tech/1024588/brave-lawsuit-ai-scraping-new-york-times
• Anthropic updates Claude to stop it from recreating existing video games
engadget · 2026-11-01 · https://www.engadget.com/2303469/anthropic-updates-claude-to-stop-it-from-recreating-existing-video-games/
【具身智能模型】
• 英伟达/谷歌/英特尔接连出手，物理AI打响基础设施之争
36氪 · 2026-11-02 · https://www.36kr.com/p/4052396709106560
• LeCun证明了：规模从未起作用，下一token路线效率低
36氪 · 2026-11-02 · https://www.36kr.com/p/4052468000904327
【智能驾驶】
• STRONG SIGNAL 🚨 Robotaxi rides in Fort Worth have officially begun 🔥 And they ar
x-ming-tesla · 2026-11-02 · https://www.x.com/tslaming/status/2117257439355781297
• Ming+马斯克 Tesla 动态 2026-11-02
知识库精读 · 2026-11-02 · https://x.com/tslaming/status/2117057872630849892
• BOOM 🚖 Tesla's new Cybercab tour runs right through the biggest FSD decision Eur
x-ming-tesla · 2026-11-02 · https://www.x.com/tslaming/status/2117273431032913989
• BMW is taking on Tesla’s FSD with urban driver assist starting in 2027
theverge · 2026-11-02 · https://www.theverge.com/transportation/1024616/bmw-level-2-city-driver-assist-2027
• 上汽大众 ID.ERA 5X 将于 11 月 12 日上市，家族首款纯电 SUV
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/261.htm
【机器人硬件】
• Apple’s ‘Ultra’ smart home robot might have to wait until 2028
theverge · 2026-11-02 · https://www.theverge.com/tech/1024496/apple-homeview-ultra-robot-rumor-delay
• Coming in 2027: Apple’s $1,000 home robot for FaceTime and switching on lights
arstechnica · 2026-11-02 · https://arstechnica.com/apple/2026/11/apples-roaming-home-robot-may-do-facetime-switch-lights-on-and-yell-at-your-cat/
• 消息称 HomeView Ultra 硬件已定型两年，但苹果内部仍存在“分歧”
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/280.htm
• 道通发布AAGI空地智能解决方案，以AIP平台打通无人集群协同作业｜最前线
36氪 · 2026-11-02 · https://www.36kr.com/p/4052501649789825
【AI 消费硬件与脑机】
• AI眼镜，找寻下一个隘口
36氪 · 2026-11-02 · https://www.36kr.com/p/4052374382761096
【AI Agent】
• DeepSeek Boosts AI Agent Offering With New Creator Mode
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/deepseek-boosts-ai-agent-offering-with-new-creator-mode
• RT by @deepseek_ai: Your Harness. You Define It. Meet Creator Mode in DeepSeek
x-deepseek · 2026-11-02 · https://www.x.com/DeepSeekHarness/status/2117256196227019194
• 腾讯混元发布 Hyra 2.0：为模型研发打造可复用工具
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/266.htm
• 8B逆袭32B，开源首个长程交互SQL Agent框架，面向真实数据库
36氪 · 2026-11-02 · https://www.36kr.com/p/4052424433619843
• Tibo 28连更后，OpenAI合并额度池，计费聊天开始了
36氪 · 2026-11-01 · https://www.36kr.com/p/4050682558714755
【💰 财经动态】
• Marvell to Acquire Lumentum in Historic $115 Billion Deal
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/marvell-reaches-115-billion-deal-for-lumentum-holdings
• 隔夜美股：英特尔暴雷引爆半导体抛售潮，AI 资本开支信仰动摇
知识库精读 · 2026-11-02 · https://mp.weixin.qq.com/s/WNe-jxPKbY0IhgjHNDGvbw
• Oracle Kicks Off $20 Billion Capital Raise
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/videos/2026-11-02/bloomberg-tech-11-02-2026-video
• Meta Eyes at Least $20 Billion From Potential Bond Offerings
bloomberg-tech · 2026-11-02 · https://www.bloomberg.com/news/articles/2026-11-02/meta-readies-cross-border-investment-bond-offering
• 谷歌母公司 Alphabet 年内第二次发行欧元债券，检验市场对其 AI 投入信心
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/230.htm
• Lumentum 2027 财年第一财季归母净利润 3.6 亿美元，同比增长 8478.57%
IT之家 · 2026-11-02 · https://www.ithome.com/1/021/260.htm
• Character.AI破产，AI陪伴是假风口？
36氪 · 2026-11-02 · https://www.36kr.com/p/4052556500652935