《上周AI》第251期 - Mythos回归、Sonnet 5、Etched、LongCat

中文处理结果

来自《上周AI》（Andrey）的说明：我回来了！很抱歉让substack静默暂停，工作有点太忙，所以落下了。我会尽力恢复正常更新，从补上这里缺失的播客节目开始（那些不是上周的……但我想我还是应该发布它们，抱歉刷屏！）

我也暂停了付费订阅，直到我能恢复稳定发帖。为我的不靠谱道歉，并感谢你成为订阅者！

我们第251期节目，总结和讨论上周的AI大新闻！

录制于2026年7月1日

主持：Andrey Kurenkov 和 Jeremie Harris

欢迎将问题和反馈发送至 andreyvkurenkov@gmail.com 和/或 hello@gladstone.ai

本期内容：

- Anthropic在与美国政府会谈后重新部署Claude Fable 5，增加了新的网络安全分类器，与主要合作伙伴起草了越狱严重性框架，并扩大了模型测试协调；但关于越狱不可避免以及相对于OpenAI不均衡的发布限制，更广泛的担忧仍然存在。

- Anthropic推出Claude Sonnet 5，提供限时折扣定价，改进了代理编码和基准性能，减少了误导行为，并默认启用网络安全防护，尽管网络安全能力弱于顶级模型。

- 新工具和应用包括Google NotebookLM生成上传研究资料的TikTok风格竖版视频摘要，以及Google发布Nano Banana 2 Lite——一个更快、更便宜、可通过API使用的图像生成器。

- 商业和研究更新涵盖Etched向全栈推理硬件推进并获得重大资金和合同、百度AI芯片部门IPO的雄心、Agility Robotics的SPAC计划、DeepSeek扩大招聘，以及中国开源LongCat 2.0 MoE模型，该模型具有显著的大规模训练和效率技术，同时还有新的长程智能体基准。

时间戳（注意——这些不考虑动态插入的广告，因此可能偏差几分钟）：

- (00:00:10) 介绍/闲聊

- (00:02:07) 新闻预览

- 工具与应用

- (00:02:32) 特朗普解除对Anthropic的Mythos和Fable模型的限制 | TechCrunch

- (00:16:08) Anthropic推出Claude Sonnet 5，作为运行智能体的更便宜方式 | TechCrunch

- (00:20:35) Google的NotebookLM可将你的研究总结成TikTok风格短片 | The Verge

- (00:22:08) Google推出Nano Banana 2 Lite，更快更便宜的图像生成器 | TechCrunch

- 应用与商业

- (00:22:50) Etched从NVIDIA、TSMC等公司挖走400多名工程师，为一个需求已价值10亿美元的AI新前沿推理集群

- (00:31:17) 百度因AI芯片IPO报道而上涨

- (00:33:54) Agility Robotics计划通过SPAC上市，交易额25亿美元 | TechCrunch

- (00:37:06) 中国DeepSeek计划至少将各部门员工人数翻倍 | Reuters

- 项目与开源

- (00:40:44) 介绍LongCat-2.0

原始正文摘录

Last Week in AI #251 - Mythos Back, Sonnet 5, Etched, LongCat

Note from Last Week in AI (Andrey): I’m back! And i’m sorry for putting the substack on a silent pause, work got a bit too overwhelming so I fell behind on this. I’ll do my best to resume normal posting, starting with catching up on podcast episodes missing from here (which are not last week… but I guess I should post them still, sorry for the spam!)

I’ve also paused paid subscriptions until I can get back to consistent posting. Apologies for the flakiness, and thanks for being a subscriber!

Our 251st episode with a summary and discussion of last week’s big AI news!

Recorded on 07/01/2026

Hosted by Andrey Kurenkov and Jeremie Harris

Feel free to email us your questions and feedback at andreyvkurenkov@gmail.com and/or hello@gladstone.ai

In this episode:

- Anthropic redeploys Claude Fable 5 after talks with the US government, adding new cybersecurity classifiers, drafting a jailbreak-severity framework with major partners, and expanding model-testing coordination; broader concerns remain about the inevitability of jailbreaks and uneven release constraints versus OpenAI.

- Anthropic launches Claude Sonnet 5 with time-limited discounted pricing, improved agentic coding and benchmark performance, reduced misaligned behavior, and default cyber safeguards despite relatively weaker cybersecurity capability than top-tier models.

- New tools and apps include Google NotebookLM generating TikTok-style vertical video summaries of uploaded research and Google releasing Nano Banana 2 Lite, a faster, cheaper image generator available via API.

- Business and research updates span Etched’s push toward full-stack inference hardware with major funding and contracts, Baidu’s AI chip unit IPO ambitions, Agility Robotics’ SPAC plan, DeepSeek’s hiring expansion, and China’s open-source Longcat 2.0 MoE model with notable large-scale training and efficiency techniques alongside new long-horizon agent benchmarks.

Timestamps (note - these don’t take into account dynamically inserted ads and therefore may be off by a couple of minutes):

- (00:00:10) Intro / Banter

- (00:02:07) News Preview

- Tools & Apps

- (00:02:32) Trump drops restrictions on Anthropic’s Mythos and Fable models | TechCrunch

- (00:16:08) Anthropic launches Claude Sonnet 5 as a cheaper way to run agents | TechCrunch

- (00:20:35) Google’s NotebookLM can sum up your research in a TikTok-style clip | The Verge

- (00:22:08) Google introduces a faster, cheaper image generator with Nano Banana 2 Lite | TechCrunch

- Applications & Business

- (00:22:50) Etched Pulls 400+ Engineers From NVIDIA, TSMC & More to Build a New Frontier Inference Cluster For AI Which Is Already Worth $1B in Demand

- (00:31:17) Baidu Rallies on AI Chip IPO Report

- (00:33:54) Agility Robotics plans to go public via SPAC in a $2.5B deal | TechCrunch

- (00:37:06) China’s DeepSeek plans to at least double staff in all departments | Reuters

- Projects & Open Source

- (00:40:44) Introducing LongCat-2.0

- (00:57:42) OSWorld2.0: Benchmarking Computer Use Agents on Long-Horizon Real-World Tasks

- (01:01:33) TUA-Bench: A Benchmark for General-Purpose Terminal-Use Agents

- (01:04:29) SWE-Together: Evaluating Coding Agents in Interactive User Sessions

- Policy & Safety

- (01:07:38) Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning | Tom’s Hardware

- Research & Advancements

- (01:11:53) Autodata: An agentic data scientist to create high quality synthetic data

- (01:17:13) Reinforcement Learning without Ground-Truth Solutions can Improve LLMs

- Synthetic Media & Art

- (01:22:54) Neon Buys ‘Artificial,’ a Film About OpenAI, After Amazon Dropped It - The New York Times

- (01:26:32) Tidal won’t pay royalties on AI-generated music, but isn’t banning it outright | The Verge

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