LWiAI 播客第247期：Opus 4.8、MAI、Anthropic IPO、Minimax-M3
LWiAI 播客第247期：Anthropic发布Opus 4.8和IPO申请，Microsoft推出Scout助手和MAI模型，外加Cognition融资等AI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 悄然暂停，工作有点过于繁重，所以我落后了。我会尽力恢复正常更新，先补上这里缺失的播客剧集（虽然不是上周的……但我想还是发出来，抱歉刷屏！）
在恢复稳定更新之前，我也暂停了付费订阅。对不稳定的状态表示抱歉，感谢订阅！
我们的第247期节目，总结和讨论上周的重大 AI 新闻！
录制于 2026年6月3日
主持人：Andrey Kurenkov 和 Jeremie Harris
欢迎发送问题和反馈至 andreyvkurenkov@gmail.com 和/或 hello@gladstone.ai
本期内容：
- Anthropic 发布了 Claude Opus 4.8，基准分数有所提升，讨论了其系统卡中的评估感知发现以及福利/可纠正性主题，并引入了用于长期多智能体任务的 Dynamic Workflows。 - Microsoft 推出了基于 OpenClaw 构建的常驻助手 Microsoft Scout，以及新的自研 MAI 模型（包括 MAI Thinking 1）和“前沿微调”，强调企业安全架构和从零构建模型的能力。 - 重大商业动态包括 Anthropic 以 9650 亿美元估值完成 650 亿美元的 H 轮融资，并提交 IPO 申请；摩根大通分析认为 OpenAI 需要大幅增加收入才能证明基础设施支出的合理性；Cognition 以 250 亿美元估值融资 10 亿美元。 - 政策与安全亮点包括特朗普提出的强大 AI 自愿发布前政府测试框架、Meta AI 支持被利用来劫持 Instagram 账户、美国收紧对 Nvidia 的出口管制以及中国批准 AI 专家出境，还有扩展的 Glasswing/Mythos 式网络与生物防御举措。
时间戳：
- (00:00:10) 开场 / 闲聊 - (00:04:10) 赞助商 - (00:07:10) 新闻预览 - 工具与应用 - (00:07:54) Anthropic 发布 Opus 4.8，带有新的“动态工作流”工具 | TechCrunch - (00:22:37) Microsoft Scout 是一款基于 OpenClaw 构建的新 AI 个人助理 | The Verge - (00:26:55) Microsoft 在 Microsoft Build 上发布新的 MAI 系列 AI 模型 | Mashable - (00:37:43) Robinhood 现在允许你的 AI 智能体交易股票 | TechCrunch - (00:40:49) OpenAI 为白领工作推出新的 Codex 工具 | TechCrunch - (00:43:40) ElevenLabs 的新音乐生成模型可以在曲中切换流派 | TechCrunch - 应用与商业 - (00:44:35) Anthropic 估值达 9650 亿美元，超越 OpenAI - WSJ - (00:45:32) Anthropic 提交上市申请，为巨额 IPO 铺路 - 纽约时报 - (00:51:15) 中国字节跳动正在开发类似 Nvidia 合作伙伴 Groq 的新 AI 芯片 - (00:55:00) Anthropic 将 Mythos 扩展到另外 150 个组织 - (00:55:35) OpenAI 需要收入增长 26 倍才能证明其扩张的合理性 - (00:58:46) AI 编程初创公司 Cognition 以 250 亿美元投前估值融资 10 亿美元 | TechCrunch - 项目与开源
原始正文摘录
LWiAI Podcast #247 - Opus 4.8, MAI, Anthropic IPO, Minimax-M3
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 247th episode with a summary and discussion of last week’s big AI news!
Recorded on 06/03/2026
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 released Claude Opus 4.8 with improved benchmark scores, discussed eval-awareness findings and welfare/corrigibility themes from its system card, and introduced Dynamic Workflows for long-running multi-agent tasks.
- Microsoft unveiled the always-on Microsoft Scout assistant built on OpenClaw plus new in-house MAI models (including MAI Thinking 1) and “frontier tuning,” emphasizing enterprise security architecture and model-from-scratch capability.
- Major business moves included Anthropic’s $65B Series H at a $965B valuation alongside an IPO filing, a JPMorgan analysis arguing OpenAI needs major revenue growth to justify infrastructure spend, and Cognition raising $1B at a $25B valuation.
- Policy and security highlights covered Trump’s voluntary pre-release government testing framework for powerful AI, Meta AI support being exploited to hijack Instagram accounts, tightened US Nvidia export controls and China’s travel approvals for AI experts, plus expanded Glasswing/Mythos-style cyber and biodefense initiatives.
Timestamps:
- (00:00:10) Intro / Banter
- (00:04:10) Sponsors
- (00:07:10) News Preview
- Tools & Apps
- (00:07:54) Anthropic releases Opus 4.8 with new ‘dynamic workflow’ tool | TechCrunch
- (00:22:37) Microsoft Scout is a new AI personal assistant built on OpenClaw | The Verge
- (00:26:55) Microsoft launches new MAI family of AI models at Microsoft Build | Mashable
- (00:37:43) Robinhood now lets your AI agents trade stocks | TechCrunch
- (00:40:49) OpenAI launches new Codex tools for white-collar work | TechCrunch
- (00:43:40) ElevenLabs’ new music-generation model can switch genres mid-track | TechCrunch
- Applications & Business
- (00:44:35) Anthropic Hits $965 Billion Valuation, Surpassing OpenAI - WSJ
- (00:45:32) Anthropic Files to Go Public, Setting Stage for Huge I.P.O. - The New York Times
- (00:51:15) China’s ByteDance Developing New AI Chips Like Those from Nvidia Partner Groq
- (00:55:00) Anthropic expands Mythos to 150 additional organizations
- (00:55:35) OpenAI needs a 26x revenue increase to justify its buildout
- (00:58:46) AI coding startup Cognition raises $1B at $25B pre-money valuation | TechCrunch
- Projects & Open Source
- (01:00:50) MiniMax-M3 debuts, eclipsing GPT-5.5 and Gemini 3.1 Pro on key benchmark performance for just 5-10% of the cost | VentureBeat
- Policy & Safety
- (01:06:08) Trump Signs Executive Order Seeking Oversight of A.I. Models - The New York Times
- (01:11:45) Hackers Simply Asked Meta AI to Give Them Access to High-Profile Instagram Accounts. It Worked
- (01:13:058) Chinese AI experts in private firms now required to secure approval before international travel — Beijing enforces policy to secure top-tier talent, expands measures beyond government
- (01:17:53) U.S. Tightens Controls on Nvidia AI Chip Exports | Let’s Data Science
- (01:21:47) OpenAI launches Rosalind Biodefense, offers federal agencies early access to its life-sciences model
- (01:24:00) Using LLMs to secure source code
- (01:26:19) Project Glasswing: An initial update
- (01:29:30) White House Approves $9 Billion for Spy Agencies to Catch Up on A.I.
- (01:32:11) US Law Enforcement Warns of ‘Anti-Tech Extremism’ as AI Hatred Grows
- Synthetic Media & Art
- (01:35:38) YouTube will now automatically label AI videos | TechCrunch
- Research & Advancements
- (01:36:22) Why Larger Models Learn More: Effects of Capacity, Interference, and Rare-Task Retention
- (01:41:26) From Simulation to Enaction: Post-trained language models recognize and react to their own generations