比尔·盖茨呼吁现阶段考虑征收机器人税，用税收政策缓冲AI替代人力带来的社会冲击。他认可业界联名放缓前沿AI的公开信值得决策者参考，但怀疑行业自律难以落地。他指出当前税制存在反向激励：企业雇人须缴工资税，用机器则不用，变相鼓励“机器换人”。
斯坦福数字经济实验室基于ADP数据报告：生成式AI未引发全美大规模岗位替代，但应届生和职场新人受冲击最直接。软件开发、客服等高影响职业中，22至25岁就业率比低影响领域低约19%，资深者基本无虞，呈“第一梯级”就业塌方。
据X用户@synthwavedd爆料，OpenAI已完成下一代模型Bel预训练，其为Doug继任者，总参数量超10T，或成GPT-6后基座模型，冲击AGI阈值。AGI指能像人一样学习、理解并执行任何智力任务，具备跨领域泛化、推理及适应未知环境的自我学习能力，不同于狭义AI。
AI芯片初创公司Fractile启动新一轮融资，投前估值高达65亿美元，拟募资约6亿美元。今年5月其估值仅约10亿美元，短短数月飙升逾6倍。估值暴增核心动力是与Anthropic达成初步合作协议，斩获重量级商业订单，凸显AI芯片赛道热度与稀缺标的受资本追捧。
Xai
$1.4
Input tokens/M
$3.5
Output tokens/M
2k
Context Length
Anthropic
$105
$525
200
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
-
$6
$24
256
Baidu
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
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