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#量化/投研

今日 0 条
10月15日周四
  1. Cloudflare的Clef决策模型家族现可在Merge API上使用,平均响应时间39毫秒,在4项工作流程评估中3项领先于Jev。可用于快速处理工单、标记风险上传或选择代理下一步操作。试用链接:http://gateway.merge.dev

    引用Merge@merge_api

    Clef, the new decision model family from Cloudflare (@Cloudflare), is now available on Merge Gateway. Clef-flash answers in a median 39ms, and in Cloudflare's tests Clef came out ahead of Jev on 3 of 4 workflow evals. Use it to route a ticket, flag a risky upload or pick an agent's next step, all faster than you can blink. Try it out: http://gateway.merge.dev

    Cloudflare Developers产品产品更新模型发布评分 35
10月13日周二
  1. DeepSeek 刘胜宇认为LLM产业化中,机器成本超过人力成本,工程经验比原始智能更重要。财务自由不能带来创造自由,进入新领域需深入学习、取得成果或具备整合资源的能力。

    引用Andrej Karpathy@karpathy

    Dusting off this tweet from April because this gap in shared understanding of LLM capability is *widening*. It's now less "two groups of people speaking past each other" and more a sharp funnel. - Napkin math somewhere around 6B people (~75% of the population) have barely come in contact with LLMs at all. - Around 1-2B (~20%) are casual and infrequent users of free-tier ChatGPT-like products. This group sees derpy chatbots and treats them a bit like a better Google search, a writing aid, or etc. Maybe an agent tries to book you a flight. I have non-tech friends who (reasonably, imo) say they have not much use for it at all. Even many professionals outside of math&code are in this tier. For example, execs and many other functions spend a lot of their time talking to other people, so while they understand what is happening intellectually, it is still second-hand and a bit abstract. - Now we get to professional use of frontier-grade LLMs in math&code. Somewhere around 20M people (0.2%) see first-hand that large, complex projects that used to take them weeks/months can now be completed by agents with a prompt. Building apps, copying apps, translating apps, decompiling apps from binaries... This has all happened very quickly and recently - less than 1 year ago, I was writing code manually by hand, typing memorized computer code commands into a code editor character by character, occasionally pressing Tab to autocomplete a little chunk of code. - And finally we get to the ~5,000 people (~0.00006%) with access to frontier-grade systems internally. The external world has seen the preview. It looks like swarms of thousands of agents collaborating over weeks on software mega projects: minting zero days, running cyber attacks and defenses at machine speeds, discovering new science, advancing the frontier of mathematics. Things that would have taken top professionals in the industry years of work. Meanwhile, human review and comprehension are starting to fall behind. For example, people are still involved in the "archeology" of the OpenAI-HF incident from many months ago. Mathematicians may be poring over the 722 manuscripts on frontier mathematics for a while. The funnel is driven by a combination of factors: 1. The impact scales with ambition, problem size, and horizon. A question with a paragraph answer barely stresses the system. You need a reservoir of big, difficult problems that you really care about. This aspect drives the consumer / professional dimension of the funnel. 2. The jaggedness of the system (which I have written about a lot separately). Capability peaks in domains that are digital, verifiable and economically valuable. This is because LLM capability emerges from reinforcement learning on verifiable rewards on a curated environment mixture driven by revenue potential. This aspect primarily drives the area (e.g. math&code) dimension of the funnel. 3. Access. Free-tier, paid-tier, internal. So this is the weirdness of the moment. The general public has mostly not interacted with these systems. When they have, it looks like a derpy chatbot. The majority of professionals still see only a modest uplift. And a small sliver of professionals are experiencing the vertigo of the curve going vertical. And it is all happening at the same time.

    Bojie Li观点大佬观点现象/趋势评分 25
10月10日周六
10月9日周五
9月26日周六
  1. Claude Tag 5.5版发布,具备数据分析、产品反馈修复等功能,支持Slack和Teams,可访问个人连接器,具备判断力,可编程,有记忆,可进行深度数据挖掘和交互式游戏制作。

    引用Noah Zweben@noahzweben

    Claude Tag in Slack can now use your personal connectors! You can now securely access that Drive doc, Salesforce account, or Warehouse table that you have personal access to right where the work happens. Avail. on Teams today and Enterprise next week https://claude.com/blog/claude-tag-now-supports-personal-connectors-in-channels

    Boris Cherny产品产品更新开源/仓库评分 42