LWiAI 播客 #248 - Opus 4.8、MAI、Anthropic IPO、Minimax-M3

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，所以我落下了。我会尽力恢复正常发文，首先补上这里缺失的播客集数（这些不是上周的……但我还是应该发布，抱歉刷屏！）

我还暂停了付费订阅，直到我能恢复定期发文。为不稳定之处致歉，并感谢你成为订阅者！

我们的第248集来总结和讨论上周的AI大新闻！

录制于2026年6月12日

注意：本集录制于Fable其他重大新闻之前……我们将在下一集讨论。

主持人：Andrey Kurenkov 和 Jeremie Harris

欢迎通过 andreyvkurenkov@gmail.com 和/或 hello@gladstone.ai 发送问题和反馈

在本集中：

- Anthropic 发布了 Claude Fable 5（Mythos 5 的安全加固版），表现出基准测试的大幅提升和系统卡中的新风险发现（评估意识、越轨行为、CBRN 担忧），同时引发了关于严格护栏和静默降级的争议。

- 苹果在 WWDC 上发布了 Siri AI，定位为集成到 iPhone 各项功能中的更强大对话助手，据报道基于与 Gemini 的定制合作；Google 还推出了 Gemini 3.5 Live Translate，并降低 Google AI Plus 定价，同时捆绑更多存储空间。

- 商业和基础设施更新包括：OpenAI 在与 Anthropic 和 SpaceX 的 IPO 竞赛中秘密提交上市申请；贝索斯支持的 Prometheus 为“物理 AI”筹集 120 亿美元；DeepSeek 寻求大型外部融资；Google 每月向 SpaceX 支付约 9.2 亿美元用于 GPU。

- 开源、安全和政策动态包括：发布新的 Gemma 4 和 Diffusion Gemma；实验室致信敦促制定 DNA/RNA 筛查法律；Amodei 呼吁建立类似 FAA 的 AI 监管机构和第三方测试；关于智能体危害和 RL“社会黑客”的研究；以及与 Suno/Udio 的音乐厂牌和解纠纷。

时间戳：

- (00:00:10) 开场 / 闲聊

- (00:01:11) 新闻预览

- (00:01:53) 赞助商

- 工具与应用

- (00:04:53) Claude Fable 5 和 Claude Mythos 5 + Anthropic 为不可见的 Claude Fable 护栏道歉

- (00:27:06) 苹果发布 Siri AI 及其下一代 Apple Intelligence | The Verge + 我试用了 Siri AI，目前看来确实有效

- (00:33:47) Gemini 3.5 Live Translate 向 Google Meet 和 Translate 推出

- (00:35:39) Google 刚刚在 AI 订阅价格战中发出警告信号 | TechCrunch

- 应用与商业

- (00:37:55) OpenAI 紧随 SpaceX 和 Anthropic 秘密提交 IPO | WIRED

- (00:41:57) 杰夫·贝索斯的 Prometheus 筹集 120 亿美元，打造面向物理世界的“通用人工智能工程师” | TechCrunch

- (00:45:39) 消息人士称，DeepSeek 计划在首轮融资中筹集 70 亿美元

原始正文摘录

LWiAI Podcast #248 - 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 248th episode with a summary and discussion of last week’s big AI news!

Recorded on 06/12/2026

Note: we recorded just before the OTHER big news about Fable... we’ll discuss it on the next episode.

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 Fable 5 (a safeguarded version of Mythos 5), showing major benchmark jumps and new risk findings in its system card (eval awareness, transgressive actions, CBRN concerns), alongside controversy over severe guardrails and silent downgrades.

- Apple announced Siri AI at WWDC, positioning a more capable conversational assistant integrated across iPhone features, reportedly built on a custom Gemini partnership; Google also rolled out Gemini 3.5 Live Translate and cut Google AI Plus pricing while bundling more storage.

- Business and infrastructure updates include OpenAI’s confidential IPO filing amid an IPO race with Anthropic and SpaceX, Bezos-backed Prometheus raising $12B for “physical AI,” DeepSeek seeking a major external round, and Google paying SpaceX about $920M/month for GPUs.

- Open-source, safety, and policy developments feature new Gemma 4 and Diffusion Gemma releases, a lab letter urging DNA/RNA screening laws, Amodei calling for an FAA-like AI regulator and third-party testing, research on agent harms and RL “societal hacking,” and a dispute over music-label settlements with Suno/Udio.

Timestamps:

- (00:00:10) Intro / Banter

- (00:01:11) News Preview

- (00:01:53) Sponsors

- Tools & Apps

- (00:04:53) Claude Fable 5 and Claude Mythos 5 + Anthropic apologizes for invisible Claude Fable guardrails

- (00:27:06) Apple announces Siri AI and its next generation of Apple Intelligence | The Verge + I tried Siri AI, and so far it actually works

- (00:33:47) Gemini 3.5 Live Translate rolling out to Google Meet and Translate

- (00:35:39) Google just fired a warning shot in the AI subscription price wars | TechCrunch

- Applications & Business

- (00:37:55) OpenAI Confidentially Files for IPO on the Heels of SpaceX and Anthropic | WIRED

- (00:41:57) Jeff Bezos’s Prometheus raises $12B to build an ‘artificial general engineer’ for the physical world | TechCrunch

- (00:45:39) DeepSeek slated to raise $7 billion in maiden funding round, sources say

- (00:48:18) Huawei-led team claims it post-trained DeepSeek’s 1.6-trillion-parameter model — 1,000 Ascend 910C chips used in training

- (00:51:57) Google will pay SpaceX $920M per month for compute | TechCrunch

- (00:55:51) Elon Musk Shows Off AI Data Centers SpaceX Wants to Send Into Space - Business Insider

- Projects & Open Source

- (01:01:14) Google’s new Gemma 4 12B model is designed to run on any laptop with 16GB of RAM - Ars Technica

- (01:05:13) Google AI Releases DiffusionGemma, a 26B MoE Open Model Using Text Diffusion for Up to 4x Faster Generation - MarkTechPost

- Policy & Safety

- (01:09:42) OpenAI and Anthropic Sign Letter to Prevent AI-Developed Biological Weapons | WIRED

- (01:14:04) Anthropic CEO publishes lengthy article: AI is moving too fast, and policies can’t keep up. | PANews

- (01:20:18) Anthropic Urges Global Pause in AI Development, Flags ‘Self-Improvement’ Risk - WSJ

- (01:24:46) When Benign Inputs Lead to Severe Harms: Eliciting Unsafe Unintended Behaviors of Computer-Use Agents

- (01:27:42) Large Language Models Hack Rewards, and Society

- (01:33:46) Senior US officials eye government shares in AI giants

- Synthetic Media & Art

- (01:37:45) AFM Sues UMG, WMG Over Settlements With Suno and Udio

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