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AI 信息源日报 2026-04-25

AI 信息源日报 2026-04-25

自动抓取厂商发布、行业大事与 KOL 观点，筛选并整理为 10 条 AI 动态。

今日要点

1. 资本、芯片、训练算法，Google一周在三个层级同时落子

纯模型公司的算力采购被投资方锁定；第八代TPU把推理路线锁向agent场景；跨数据中心训练的容错门槛下降

2. Three reasons why DeepSeek’s new model matters

On Friday, Chinese AI firm DeepSeek released a preview of V4, its long-awaited new flagship model. Notably, t…

3. Anthropic罕见公开Claude Code降质postmortem，同周OpenAI把Codex晒到400万周活

Claude Code用户可按postmortem时间窗口排查近期异常；Codex进咨询巨头后，回退波及的从个人订阅升级到企业合同；AI编程工具从个人试用走向企业生产部署

4. 花在AI上的钱比工资多，一批创业公司拿这事做融资卖点

估值叙事从团队规模切到人均产出；SaaS工具链、内容生成类赛道先被改写；高错误成本行业仍跑不起这套

5. Plugins and skills

Learn how to use Codex plugins and skills to connect tools, access data, and follow repeatable workflows to a…

6. Working with Codex

Learn how to set up your Codex workspace, create threads and projects, manage files, and start completing tas…

7. What is Codex?

Learn how Codex helps you go beyond chat by automating tasks, connecting tools, and producing real outputs li…

8. How to get started with Codex

Learn how to get started with Codex by setting up projects, creating threads, and completing your first tasks…

9. GPT-5.5 Bio Bug Bounty

Explore the GPT-5.5 Bio Bug Bounty: a red-teaming challenge to find universal jailbreaks for bio safety risks…

10. Cat Wu 面试了几百个 PM 候选人，几乎没人答对一个问题：AI 产品经理到底应该干什么？

面试几百个 PM 后，Cat Wu 发现大多数人对 AI PM 角色的理解方向不对。

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