LWiAI播客第249期 - Fable 5禁令、SpaceX Cursor与IPO、丰富的开源项目
本期回顾Anthropic遭政府命令切断Fable 5访问、SpaceX IPO后收购Cursor、OpenAI亏损、ChatGPT份额跌破50%等AI周报新闻。
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，工作有点忙不过来，所以耽误了。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，抱歉刷屏了！）
我还暂停了付费订阅，直到我能恢复稳定更新。为不稳定致歉，感谢订阅！
第249期节目，总结并讨论上周的AI大新闻！
录制于2026年6月17日
注：工作让我没能及时发布节目，抱歉！我会尽快回到正轨。
主持：Andrey Kurenkov和Jeremie Harris
欢迎通过andreyvkurenkov@gmail.com和/或hello@gladstone.ai给我们发送问题和反馈。
本期内容包括：
- Anthropic在接到美国政府的命令后切断了Fable 5和Mythos 5的访问，该命令与涉嫌越狱有关，引发了对政策不一致、出口管制以及阻止越狱可行性的辩论。
- SpaceX以约1.75万亿美元估值完成IPO，随后以600亿美元收购AI编程初创公司Cursor，使xAI凭借Cursor的人才、数据和产品在编程领域更具竞争力。
- 基础设施和业务动态包括：Anthropic寻求在谷歌支持下直接租赁美国数据中心，泄露文件显示OpenAI收入增长但亏损巨大，以及聊天机器人市场份额变化——ChatGPT跌破50%，Gemini和Claude份额上升。
- 项目和政策亮点包括：OpenRouter的Fusion多模型合成、Moonshot、Qwen和NVIDIA的新开源发布、DOJ支持xAI在孟菲斯未经许可的燃气轮机，以及慕尼黑法院裁定谷歌对AI Overview的虚假陈述负责。
时间戳（注意：这些不考虑动态插入的广告，因此可能相差几分钟）：
- (00:00:10) 开场/闲聊
- (00:03:38) 广告+新闻预览
- 工具与应用
- (00:04:52) Anthropic在政府命令后切断Fable 5和Mythos 5的访问 | The Verge + 关于Anthropic与白宫新AI斗争的所有新闻
- (00:25:53) Facebook新AI模式搜索从公开帖子获取信息 | The Verge
- 应用与商业
- (00:27:00) SpaceX将以600亿美元收购AI编程初创公司Cursor
- (00:35:42) Anthropic寻求数据中心租约，寻求谷歌财务支持，The Information报道 | Reuters
- (00:40:10) 泄露财务文件显示OpenAI每年亏损数十亿美元 - Ars Technica
- (00:46:00) ChatGPT市场份额首次跌破50% | TechCrunch
- (00:50:34) '告诉他他是个混蛋'：Meta的新AI部门一团糟 | WIRED
- (00:56:23) Sakana AI将AB-MCTS商业化于Sakana Marlin，一款可生成多达100页研究报告及幻灯片的智能体 | MarkTechPost
- 项目与开源
原始正文摘录
LWiAI Podcast #249 - Fable 5 ban, SpaceX Cursor + IPO, OSS Aplenty
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 249th episode with a summary and discussion of last week’s big AI news!
Recorded on 06/17/2026
Note: work has kept me from publishing episodes promptly, apologies! I’ll get back on schedule soon.
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 cut off access to Fable 5 and Mythos 5 after a US government order tied to alleged jailbreaks, prompting debate over inconsistent policy, export controls, and the practicality of preventing jailbreaks.
- SpaceX completed an IPO at a roughly $1.75T valuation and then moved to acquire AI coding startup Cursor for $60B, positioning xAI with Cursor’s talent, data, and product to compete more effectively in coding.
- Infrastructure and business updates include Anthropic pursuing direct US data center leases backed by Google, leaked documents showing OpenAI’s revenue growth alongside large losses, and chatbot market share shifting with ChatGPT below 50% as Gemini and Claude gain.
- Projects and policy highlights include OpenRouter’s Fusion multi-model synthesis, new open releases from Moonshot, Qwen, and NVIDIA, DOJ support for xAI’s unpermitted gas turbines in Memphis, and a Munich court ruling Google liable for false AI Overview statements.
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
- (00:03:38) Ad break + news preview
- Tools & Apps
- (00:04:52) Anthropic cuts off Fable 5 and Mythos 5 access following government order | The Verge + All the news about Anthropic’s new AI fight with the White House
- (00:25:53) Facebook’s new AI Mode search gets its info from public posts | The Verge
- Applications & Business
- (00:27:00) SpaceX to acquire the AI coding startup Cursor for $60 billion
- (00:35:42) Anthropic pursues data center leases, seeks financial backing from Google, The Information reports | Reuters
- (00:40:10) Leaked financial docs show OpenAI is losing billions of dollars a year - Ars Technica
- (00:46:00) ChatGPT’s market share slips below 50% for first time | TechCrunch
- (00:50:34) ‘Tell Him He’s a Piece of Shit’: Meta’s New AI Unit Is a Total Mess | WIRED
- (00:56:23) Sakana AI Commercializes AB-MCTS in Sakana Marlin, an Enterprise Agent Generating Up to 100-Page Research Reports With Slides - MarkTechPost
- Projects & Open Source
- (00:59:36) Surpassing Frontier Performance with Fusion — OpenRouter Blog
- (01:03:00) Moonshot AI Releases Kimi K2.7-Code: a Coding Model Reporting +21.8% on Kimi Code Bench v2 Over K2.6 - MarkTechPost
- (01:08:34) Meet Qwen-RobotSuite: Three Embodied AI Models for VLA Manipulation, Video World Modeling, and Navigation - MarkTechPost
- (01:11:29) Nemotron 3 Ultra: Open, Efficient Mixture-of-Experts Hybrid Mamba-Transformer Model for Agentic Reasoning
- (01:17:31) ProCUA-SFT Technical Report
- Policy & Safety
- (01:20:33) DOJ Lawyers Argue xAI Is ‘Vital’ for National Security in NAACP Lawsuit | WIRED + People Living Near xAI’s Dirty Data Centers Are Pissed About the SpaceX IPO
- (01:25:29) A Court Has Ruled That Google Is Liable for False Statements Generated by AI Overviews | WIRED
- (01:28:47) Why Do Naive SFT Filters For Safety Properties Fail?
- Research & Advancements
- (01:34:14) From AGI to ASI
- (01:39:44) Artificial Analysis Intelligence Index v4.1: a shift toward agentic workloads
- (01:42:12) SIA: Self Improving AI with Harness & Weight Updates