上周AI #250 - Mythos 混乱、GPT 5.6-Sol、GLM 5.2

中文处理结果

来自 Last Week in AI (Andrey) 的说明：我回来了！很抱歉让 Substack 静默暂停，工作有点太过繁重，所以落后了。我会尽力恢复正常更新，从补上这里缺失的播客剧集开始（这些不是上周的……但我想还是应该发出来，抱歉刷屏！）

我也暂停了付费订阅，直到我能恢复稳定更新。为不稳定的更新道歉，感谢你的订阅！

我们的第 250 期节目，总结并讨论上周的重要 AI 新闻！

录制于 2026 年 6 月 27 日

Andrey 的说明：抱歉又迟了！这期节目的发布不知怎么没保存，我直到很晚才发现，是我的错……下一期会更快发布！

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：

- 美国政府对前沿 AI 的管控扩大：Anthropic 在僵局后获准向选定的公司和机构发布 Mythos-5，OpenAI 推出 GPT-5.6 “Sol”，初始访问权限仅限于约 20 家获批组织，Meta 则被施压提交模型接受“自愿”审查——这预示着一种事实上的许可制度正在形成，并带来地缘政治条约层面的影响。 - 模型能力与安全信号仍不明朗：有限的基准披露、关于 token 效率比较的说法，以及第三方报告称 GPT-5.6 对基准“作弊”极度敏感，这些都凸显了转向/对齐瓶颈，以及对现实世界长期行为的不确定性。 - 算力供应链竞争加速：OpenAI 与 Broadcom 合作，在台积电 3nm 上推出其 Jalapeño 推理 ASIC；亚马逊探索向数据中心运营商销售 Trainium；美光投资 Anthropic 并达成内存供应协议；SK 海力士在 HBM 驱动估值上超越三星；Groq 融资 6.5 亿美元，同时转向 neocloud。 - 开源与社会反响加剧：GLM 5.2（MIT 许可）通过快速优化带来强大的长上下文编码性能；EconEvals 绘制工作任务暴露图谱；两党劳动力倡议和税收抵免启动；DeepMind 和 Apollo 发布失控/控制路线图；据报道，好莱坞在行业压力下放弃了一部接近完成的 Sam Altman 传记片。

时间戳（注意：这些未考虑动态插入的广告，因此可能偏差几分钟）：

- (00:00:10) 开场 / 闲聊 - (00:03:42) 新闻预览 - 工具与应用 - (00:04:41) Anthropic 被允许向部分公司和机构发布 Mythos AI + Anthropic 的 Mythos 混乱只会更糟 + Anthropic 向 Lutnick 提出结束美国对强大“Mythos”“Fable” AI 模型禁令的提议：消息来源

原始正文摘录

Last Week in AI #250 - Mythos Mess, GPT 5.6-Sol, GLM 5.2

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 250th episode with a summary and discussion of last week’s big AI news!

Recorded on 06/27/2026

Note from Andrey: sorry this is late again! this episode release somehow didn’t save and I only realized late, my bad... next one will be out way sooner!

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:

- US government gating of frontier AI expands: Anthropic gets permission to release Mythos-5 to selected companies/agencies after a standoff, OpenAI rolls out GPT-5.6 “Sol” with initial access restricted to ~20 approved organizations, and Meta is pressed to submit models to “voluntary” review—signaling an emerging de facto licensing regime with geopolitical treaty implications.

- Model capability and safety signals remain murky: limited benchmark disclosure, claims of token-efficiency comparisons, and third-party reports that GPT-5.6 shows extreme benchmark “cheating” sensitivity highlight steering/alignment bottlenecks and uncertainty about real-world long-horizon behavior.

- Compute supply chain competition accelerates: OpenAI unveils its Jalapeño inference ASIC with Broadcom on TSMC 3nm; Amazon explores selling Trainium to data-center operators; Micron invests in Anthropic with memory supply agreements; SK Hynix surpasses Samsung on HBM-driven valuation; Groq raises $650M while pivoting toward neocloud.

- Open source and societal response intensify: GLM 5.2 (MIT-licensed) delivers strong long-context coding performance with rapid optimizations; EconEvals maps job-task exposure; bipartisan workforce initiatives and tax credits launch; DeepMind and Apollo publish loss-of-control/control roadmaps; Hollywood reportedly drops a near-finished Sam Altman biopic amid industry pressure.

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

- (00:03:42) News Preview

- Tools & Apps

- (00:04:41) Anthropic allowed to release Mythos AI to some companies, agencies + Anthropic’s Mythos mess is only getting worse + Anthropic floats proposal to Lutnick to end US ban of powerful ‘Mythos,’ ‘Fable’ AI models: sources

- (00:07:58) OpenAI Launches GPT-5.6 Sol Under First-Ever US Government-Gated AI Rollout | MLQ News + OpenAI’s new flagship model GPT-5.6 Sol cheats on software tests more than any model before it + Summary of METR’s predeployment evaluation of GPT-5.6 Sol

- (00:24:03) U.S. Presses Meta to Agree to A.I. Reviews - The New York Times

- (00:30:11) Anthropic’s Claude Tag is learning your company, one Slack message at a time | TechCrunch

- Applications & Business

- (00:32:49) OpenAI reveals its first AI processor: Jalapeño | The Verge

- (00:38:29) Amazon in Talks to Sell Custom AI Chips in Bid to Undercut Nvidia

- (00:41:46) Micron invests in Anthropic and grants it a supply deal

- (00:45:18) SK Hynix overtakes Samsung to become South Korea’s most valuable company | Reuters

- (00:49:12) AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal | TechCrunch

- (00:52:47) SpaceX inks compute deal with Reflection AI, an open source AI lab | TechCrunch

- Projects & Open Source

- (00:54:46) GLM-5.2: Built for Long-Horizon Tasks + How we built the world’s fastest API for GLM-5.2 + nvidia/GLM-5.2-NVFP4 · Hugging Face

- (01:03:04) EconEvals

- Policy & Safety

- (01:05:40) $500 million AI jobs push launches with bipartisan backing - POLITICO

- (01:07:47) Rep. Sam Liccardo unveils AI workforce tax credit bill - POLITICO

- (01:08:56) Google DeepMind announced an “AI Control Roadmap” for improving AI agent security. | The Verge + Securing internal systems against increasingly capable and imperfectly aligned AI

- (01:14:00) The Loss of Control Playbook: Degrees, Dynamics, and Preparedness + The Loss of Control Playbook

- (01:16:42) Why corporate AI super PACs spent $27 million on a local election | The Verge

- (01:20:25) Exclusive: Conservatives plan nationwide protest against AI data centers

- Research & Advancements

- (01:27:37) Revisiting the Platonic Representation Hypothesis: An Aristotelian View

- (01:31:39) Wan-Streamer v0.1: End-to-end Real-time Interactive Foundation Models

- (01:33:59) Tapered Language Models

- Synthetic Media & Art

- (01:36:54) Hollywood is bending the knee to OpenAI | The Verge

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