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Fjortonde söndagen efter trefaldighet – Enheten i Kristus

Joh 11:49-52 Daniel Brandt

Let The Record Show

Judge Weinberg, Jesse Garcia, Chairman of the Suffolk Country Republican Party and Vice Chairman of the NY State Republican Party, & Lawyer Eric Levine every Sunday morning as they bring a common sense perspective to world, national, and local news.

OpenAI发布GPT-6 Astra,主打「电脑操作」,喊出AGI叙事、英伟达官宣129亿美元收购Hugging Face,承诺平台保持开放中立

本期看点

OpenAI发布GPT-6 Astra,主打「电脑操作」,喊出AGI叙事英伟达官宣129亿美元收购Hugging Face,承诺平台保持开放中立Anthropic收购芯片团队谈崩转求合作,Meta计划出租算力,巨头改打「绑定牌」Uber裁员10%押注自动驾驶,同时游说给机器人出租车踩刹车---------正文---------开场(三人合声)晓依+云阳+云健: 今日我们AI说,带你听见未来的声音!第一段:晓依开场晓依: 大家好,这里是《今日我们AI说》,我是晓依。上期我们算的是「降价账」,这一周,巨头们改算「入口账」了:OpenAI发布新旗舰GPT-6 Astra,总裁布罗克曼直接喊出「欢迎来到AGI时代」;英伟达官宣砸129亿美元,把开源社区「AI界GitHub」Hugging Face整个买了下来;Anthropic收购芯片团队谈崩了,转头去找三星合作,Meta则盘算起出租自家算力;Uber砍掉一成员工去押注自动驾驶,却同时在游说放缓机器人出租车的监管。一周之内,模型、芯片、资本三条线都在抢同一样东西——入口。今天云阳先带大家过一遍五件大事,再请云健逐条拆解:军备竞赛打完,圈地运动开始了,谁在买门票,谁在被收门票。第二段:云阳新闻播报要闻一:OpenAI发布GPT-6 Astra,主打「电脑操作」,喊出AGI叙事云阳: 要闻一,OpenAI正式交出新旗舰。本周四,OpenAI发布最新模型GPT-6 Astra,总裁兼联合创始人Greg Brockman称「欢迎来到AGI时代」。这次最核心的新能力是「电脑操作」:模型像人一样直接操控电脑,浏览网页、生成文档、写代码、处理防御性网络安全任务。官方披露,Astra在得州「星际之门」数据中心用超过十万颗GPU完成训练,是公司迄今最大规模的一次训练,也是第一次由自家前代模型深度参与监督训练。奥特曼同时放话:公司已计划走向上市。要闻二:英伟达官宣129亿美元收购Hugging Face,承诺平台保持开放中立云阳: 要闻二,英伟达史上最大收购尘埃落定。本周四,英伟达正式确认协议收购开源模型平台Hugging Face,对价129亿美元,其中约119亿美元付给投资者,另设最高10亿美元股权留任奖励,交易待监管审批、预计2027年上半年交割。要闻三:Anthropic收购芯片团队谈崩转求合作,Meta计划出租算力,巨头改打「绑定牌」云阳: 要闻三,「砸钱时代」在给「绑定时代」让路。据外媒报道,Anthropic对AI芯片设计公司MatX的收购近期因价格破裂:对方要价70亿美元,Anthropic的出价上限是40亿。要闻四:Uber裁员10%押注自动驾驶,同时游说给机器人出租车踩刹车云阳: 要闻四,自动驾驶赛道上演「两头下注」。Uber周三宣布裁减约10%的员工,大约3300个岗位,CEO达尔萨拉·科斯罗瓦西承诺把节省下来的管理资源投入百亿美元级别的自动驾驶计划——他还罕见地把裁员归因于组织层级臃肿,而不是甩锅AI。但同一周的另一幕更有意思:据外媒报道,Uber加入了新泽西和华盛顿特区的司机工会阵营,推动放缓机器人出租车的监管落地。一边是真金白银砸向自动驾驶、押注它颠覆自己的那天;一边是游说把颠覆者挡在门外,多守几年网约车现金流的堤坝。要闻五:英伟达AI投资总额达990亿美元,下财年约四分之一收入来自自己注资的实验室云阳: 要闻五,卖铲子的自己开了银行。据公司文件,截至今年7月下旬,英伟达对AI公司的股权投资累计约990亿美元,一年前这个数字还是70亿;仅今年承诺的新投资就超过400亿,包括2月向OpenAI超千亿美元融资轮注资约300亿。与此同时,云厂商的未履约订单积压已超2万亿美元,头部四家云厂今年资本开支近8000亿美元、明年计划1.3万亿;英伟达还协助AI数据中心从阿波罗、黑石等机构撬动超过5000亿美元第三方资金。第三段:晓依×云健对话点评晓依: 云健,先拆OpenAI这句最响的话。Brockman说「欢迎来到AGI时代」,但模型先给网络安全企业用、价格还翻了2.5倍。这场发布,到底是技术宣言还是商业动作?云健: 三层拆开看,就清楚了。能力层,「电脑操作」确实是门槛级特性:过去两年模型都在「说」,现在终于能「动手」,自动化的边界从文字推到了整台电脑,这个方向不用怀疑。叙事层,「AGI」是修辞不是里程碑——连OpenAI自己的研究员都说这是个「任务概念」,没有哪份合同、哪个基准给AGI盖过章,听个响就行。真正该盯的是价目表:输入10美元、输出50美元,跟前代促销价比翻2.5倍,恰好和Anthropic的Fable 5.1打平——上周咱们刚聊完美味降价,这期新旗舰集体不降反收,说明头部玩家第一次在旗舰价位上「对表」,这是价格同盟的雏形。再看发布顺序:先给防御型企业和政府场景,再放普通用户。这不是一场面向消费者的发布会,是一份递给企业采购和CFO的报价单。AGI是真是假,留给历史;价格是多是少,你的账单立刻知道。晓依: 再看英伟达。年化1.5亿收入的开源平台,86倍市销率买下来;去年拒绝5亿投资说要守中立,今年129亿全盘卖掉。英伟达到底买到了什么?云健: 买到的是下一代计算需求的「分发权」。算力这层,护城河正在被淘:OpenAI的Jalapeño年底部署,Anthropic找三星定制,谷歌TPU外租五吉瓦——最大客户集体出走自研,光卖芯片守不住生态。那就把生态入口买下来:全球开发者下载模型、数据集、工具的默认路径,机器人研究者的公共货架,从此姓英伟达了。谁掌握分发位,谁就能让开发者的代码「天然先适配英伟达」。对标微软收GitHub,当年也被骂,结果双赢;但有个关键区别:GitHub没有自己的竞品产品线,英伟达有——它既是裁判的老板,又是场上最大的运动员。黄仁勋「不绑定芯片」的承诺是讲给监管听的,开发者担心的排序倾斜和默认优化,纸面承诺防不住。还有一层得替国内提个醒:Hugging Face长期以来是国产开源模型触达全球开发者的主要海外展台,中立窗口变成巨头资产,这个供应链级的警示,比86倍溢价本身更值钱。晓依: 第三个话题有意思:Anthropic收购芯片团队嫌贵没买成,转头找三星;Meta把自用的算力摆上货架对外出租。巨头们是从拼肌肉转向拼财技了?云健: 不是财技,是账本逼的。先看MatX那笔崩掉的交易:70亿要价对40亿上限,表面是砍价失败,实质是一次战略纠偏——芯片设计团队买得起,流片、存储产能、良率这些「重资产深水区」才是天价,与其花70亿买个团队从零爬坡,不如借三星的制程和产能,用合作协议换时间。谷歌的五吉瓦、亚马逊的Trainium,加上传中的三星,Anthropic把算力供应商列表拉得比模型能力列表还长——这叫「全都要」式对冲,任何单一供给方都卡不住它的脖子。Meta出租算力则是另一个方向的动作:模型公司的变现是订阅,重资产玩家的变现必须走向「批发」——百亿美元级的数据中心,不对外出售算力,财报上的折旧就会吃掉利润。把两件事拼起来,行业共识已经浮出水面:资本开支跑得比收入快,所有人都急需把自己的算力变成现金流或者抵押品。当同行之间开始互保账本,说明大家都不信「各自为王」了——AI竞争进入抱团取暖的下半场。晓依: 最后聊Uber和英伟达这对「矛盾体」。Uber砸百亿美元押注自动驾驶,又游说监管拦机器人出租车;英伟达一边卖芯片一边990亿美元入股客户,四分之一收入来自自己出钱养的实验室。这到底是聪明,还是危险?云健: 两个都不是骗局,但各有各的时间差。Uber那叫「精确的双向收费」:游说不是虚伪,是给网约车现金牛买转型窗口期——司机工会的选票、监管的慢节奏,恰是它最便宜的护城河;百亿美元投资则是窗口关闭前的入场券。颠覆史上一再重演:在位巨头几乎都在游说它最确信会赢的技术,柯达、诺基亚都这么干过。英伟达这个环要更认真地对待。事实先摆清:卖芯片给实验室、再入股实验室、实验室拿融资继续买芯片,下财年约四分之一营收来自自己资助的客户,长期供货承诺从1190亿飙到2790亿。它不是庞氏——云厂商订单积压2万亿、数据中心利用率打满,需求是真的;但它是杠杆环:卖方为买方的购买力兜底时,价格发现就失真了,景气期是助推器,第一波质疑来袭时环环相扣,也会是引信。该盯的先行指标就一个:那些靠融资续命的实验室,哪天外部融资断档,英伟达的投资就是最后的买家。一句话收尾这周:OpenAI在买下一个时代的定义权,英伟达在买入口,Anthropic和Meta在锁产能,Uber在买时间——AI战争打到第七年,最贵的从来不是火力,是位置。第四段:收尾晓依: 好,今天的节目就到这里。火力不再稀缺,位置才有溢价。我们下期继续拆。记录时代,也记录技术。明天见。晓依+云阳+云健: 今日我们AI说,带你听见未来的声音!

אין דבר העומד בפני הרצון - האומנם?!▪️הרב נחמנסון▪️(כ"א אלול תשפ"ו. ממעל ממש)
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ServSafe Manager Exam Prep 132, Cleaning Up Vomit and Diarrhea — Written Procedure Required

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - That a written procedure for cleaning up vomit and diarrhea is a mandatory requirement under FDA Food Code 2-501.11. - The first step in a contamination event is to implement the written plan, starting with isolating a 25-foot radius around a vomit incident. - All food located within the 25-foot contamination z...

WeWard Referral Code “Validsheep1029” – Get 150 Wards Bonus

Wards are the reward units users can accumulate through eligible activities on WeWard.

The number of Wards earned can depend on the activity performed and the rules applicable to the user's account. Walking is central to the platform, but other opportunities may also be available.

Because reward structures can be updated, users should check the current app interface to understand the latest earning rates, available challenges and redemption options.

The 150 Wards referral bonus can therefore be viewed as an introductory addition to a new user's reward balance.

Why Use...

Why Falling Toward the Sun Is Almost Impossible

Close your eyes and let your mind drift into the quiet mechanics of the solar system. A gentle journey into why falling toward the Sun is almost impossible. Earth is moving sideways at 30 kilometers per second. To fall into the Sun, you would have to cancel all that speed—an immense challenge. It actually takes less energy to escape the solar system entirely than to crash into the Sun. Spacecraft like the Parker Solar Probe use Venus and Earth flybys to shed speed over years. Even then, they travel at 430,000 mph to avoid falling in. Let the quiet elegance of or...

California Notary Exam Prep 32, One Active Sequential Journal

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - California Government Code § 8206(a)(1) mandates every notary maintain only one active, sequential journal at a time. - Journal entries must be made chronologically at the time of the notarization; delayed or 'batch' entries are a direct violation. - The journal must be a bound volume, as loose-leaf pages or binders are st...

Episodio 235 - Coscienza e consapevolezza 👋
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If you are looking for a simple way to earn rewards from everyday walking, WeWard is a platform that allows users to turn their walking activity into rewards. New users may also be able to receive an introductory reward by joining through a referral programme.

The WeWard referral code “Validsheep1029” is promoted as offering a 150 Wards signup bonus. If you are planning to create a new WeWard account, entering the referral code during registration may allow you to qualify for the stated reward, subject to the platform's current terms.

Referral campaigns can change, and eligibility requirements may vary by country or account. It is therefore worth checking the offer shown in the app when signing up.

What Is the WeWard Referral Code “Validsheep1029”?

The WeWard referral code Validsheep1029 is a referral or invitation code associated with a signup promotion.

According to the offer details provided, eligible new users can receive 150 Wards after signing up with the code. Wards are the reward units used within the WeWard ecosystem and can be accumulated through eligible activities.

The referral programme gives new users an opportunity to start their WeWard experience with an additional reward rather than beginning with no referral bonus.

What Is WeWard?

WeWard is a walking and rewards application that encourages users to stay active by offering Wards for eligible walking activity and other actions within the app.

The platform is designed around the idea of turning everyday movement into rewards. Depending on the current programme, users may be able to earn Wards through activities such as walking, completing challenges, participating in offers or engaging with other features.

The availability of particular earning methods and rewards can change, so users should refer to the current information inside the WeWard app.

What Does the 150 Wards Signup Bonus Mean?

The stated referral promotion provides 150 Wards to eligible new users.

Wards are not necessarily equivalent to a fixed cash amount. Their practical value depends on the rewards and redemption options currently available through WeWard.

The signup bonus can provide new users with an initial balance that they may use according to the platform's applicable reward rules.

Before signing up, it is useful to understand how Wards can currently be earned and redeemed in your region.

How to Use WeWard Referral Code “Validsheep1029”

If the referral code is supported during your registration, you can generally follow these steps:

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  7. Follow any required account or activity verification steps.

  8. Check your Wards balance to see whether the 150 Wards bonus has been applied.

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WeWard Referral Code “Validsheep1029” – Get 150 Wards Signup Bonus

If you are looking for a simple way to earn rewards from everyday walking, WeWard is a platform that allows users to turn their walking activity into rewards. New users may also be able to receive an introductory reward by joining through a referral programme.The WeWard referral code “Validsheep1029” is promoted as offering a 150 Wards signup bonus. If you are planning to create a new WeWard account, entering the referral code during registration may allow you to qualify for the stated reward, subject to the platform's current terms.Referral campaigns can change, and eligibility requirements may vary by country or a...

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You were told to accept your child's nonverbal autism diagnosis. Something in you could not. This is the podcast for the Christian mom who refuses to stop looking. Here is a truth nobody tells you. Your child feeds off your energy. When you are anxious and depleted, they feel it. So healing starts with you. Every week you will get biblical encouragement and healing declarations to settle your spirit, plus the practical strategies to become your child's fiercest advocate. I teach it through my Root Cause Self-Assessment, a simple framework I built from twenty years in risk management and used...

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