AI 抢人大战退潮:大模型公司校招收紧,初级岗位机会减少
大模型公司今年秋招明显收紧,多家基模团队缩减校招和社招名额,招聘转向按具体缺口选人。DeepSeek 9 月公布约 150 个招聘名额,主要面向 2 至 10 年经验的资深工程师;Anthropic 10 月内部研究称技术部门初级岗位占比从 2025 年初的 21% 降至 14%。有大规模预训练、强化学习或万卡集群经验的候选人仍能拿到高价,仅凭论文和实习经历的初级候选人机会减少。
大模型公司今年秋招明显收紧,多家基模团队缩减校招和社招名额,招聘转向按具体缺口选人。DeepSeek 9 月公布约 150 个招聘名额,主要面向 2 至 10 年经验的资深工程师;Anthropic 10 月内部研究称技术部门初级岗位占比从 2025 年初的 21% 降至 14%。有大规模预训练、强化学习或万卡集群经验的候选人仍能拿到高价,仅凭论文和实习经历的初级候选人机会减少。
Peak XV、Index Ventures 与 Bessemer 三位投资人在 TechCrunch Disrupt 上讨论当下 A 轮融资环境,Peak XV 董事总经理 Shailendra Singh 警告 AI 资金涌入与估值虚高可能在 2027 年引发回调。投资人称资本正流向国防、机器人与 AI 基础设施,并提醒创始人警惕累计 ARR 图表等虚增指标。
协作焊接机械臂因部署灵活、产线改造成本低被船厂视为推进焊接自动化的方向,但多数项目落地后稼动率与焊接质量达不到预期。船厂工件装配偏差大、烟尘强光干扰、造船专用焊接工艺包缺失、小批量多品种换型频繁、现场配套体系缺失构成五大挑战。设备厂商需做硬件加固、焊缝感知算法迭代与船舶专用工艺包开发,船厂需收紧装配标准、优化工位工装并配置专职调试维护人员。
Anthropic 将 IPO 从 10 月推迟至 11 月,仍瞄准 2 万亿美元估值,约为其 2025 年营收的 435 倍。其泄露的 S-1 显示 2025 年营收 46 亿美元、净亏损 420 亿美元,并计划十年内至少投入 5180 亿美元用于 AI 基础设施。纽约市养老基金负责人致信要求暂停 IPO,OpenAI CEO Altman 也称当前上市“不明智”并推迟自家 IPO。
Celonis 企业 AI 首席科学家 Devavrat Shah 提出“决策智能”,主张把 AI 接入企业既有流程与数据,让智能体理解每项任务在决策流程中的角色和业务约束。他建议企业从一项具体业务决策入手,找出其中最难的环节,测试 AI 能否提速并衡量价值,再决定是否规模化。缺少运营上下文时,智能体可能忽略约束、做出代价高昂的错误,或消耗过多算力。
SPIE Photomask Technology + EUV Lithography 会议上,来自IBM、Carl Zeiss SMT、Micron、ASML、Tekscend 和 Applied Materials 的专家小组讨论了边缘放置误差(EPE)正从单一光刻指标演变为系统级衡量标准。
业界提出在传统 PVT(工艺、电压、温度)之外增加工作负载维度,形成 PVTW 表征方法。其思路是用混合架构整合 ATE 的电学精确控制与 SLT 的真实系统运行环境,提供 ATE、SLT 和组合三种模式。组合模式下可针对计算、SRAM、外部存储、PCIe、以太网等负载生成工作负载 SHMOO,定位电压余量差异背后的子系统问题。
SEMICON West 2026 在旧金山举行,SEMI 总裁 Ajit Manocha 预测半导体市场 2030 年将超 $2 trillion、2035 年或达 $3 trillion。
OpenAI 发文解释 FDE(前向部署工程)在其内部的具体含义。原文未披露具体团队规模、客户名单或项目细节。
Apple Music 推出由人工打造的新品牌标识,在 AI 生成内容泛滥的背景下强调人的手工创作。文章为观点评论,认为展示人工制作过程有助于凸显人类参与的价值。
蜂窝网络正被用作 GNSS 之外的地面定位备份层,利用4G、5G标准化的定位参考信号和多基站几何关系独立于卫星计算位置。IATA 数据显示 2021 至 2024 年 GPS 信号丢失事件增加 220%,2024 年 4 月两架 Finnair 航班因干扰无法在爱沙尼亚 Tartu 降落。3GPP 正推进 AI 与通感一体化,6G 方向是将通信、定位与感知协同设计,并通过 NTN 扩展覆盖。
印度已有五座半导体工厂进入商业生产,测试速度与覆盖范围成为 OSAT 达成产量目标的关键。SEMI 2026 年 7 月预测,全球半导体测试设备销售额 2026 年将增长 31% 至 153 亿美元,2028 年达 208 亿美元。Emerson 旗下 NI 表示,Kaynes Semicon 已决定采用其 STS 测试平台,测试机将在未来数月交付。
太盟投资集团(PAG)创始人单伟建在访谈中回顾新桥资本收购深圳发展银行的经历:1.5亿美元初始投资六年后净套现22.5亿美元,收益15倍。他主张并购后以股权激励绑定管理层,达不到预算目标就换人,并称好CEO能管好坏企业、坏CEO能管坏好企业。他还反驳AI末日论,认为AI没有生存繁衍需求,不会产生自主意志。
Musk 表示将 SpaceX 与 Tesla 合并“确实很有价值”,并称这是个“好主意”。他未披露合并的具体方案、时间表或交易结构。
Ars Technica 发布了一份美国中型运载火箭竞赛指南,梳理这一细分市场的竞争格局。
微软研究院播客对话 Catalyst Lab 负责人 Chris White,回顾其 2010 年夏天在 DARPA 参与数据分析项目、随后赴阿富汗领导先进技术运营的经历。White 后转向暗网搜索工具研发,用于协助打击人口贩运,并因此获得 2016 年美国总统打击人口贩运特别努力奖。节目还讨论了他对创新中问题选择以及见证人性阴暗面后仍保持希望的看法。
浙江大学研究员杨怡豪接受「甲子光年」独家对话,讲述“求是引擎”在云栖大会进行72小时AI自主科研直播的过程。该系统在直播开播约两小时后将32维吻接数下界从346432提高到346944,团队称直播结束后在10个维度上推进了此前的已知下界。杨怡豪表示系统采用多模型、多智能体与多层记忆架构,底层调用Kimi、DeepSeek、通义千问等模型,并计划通过隐核智能推进商业化。
David Silver is one of the all-time greats. He was the creator of AlphaGo, which changed the course of history by showing that neural nets could achieve superhuman performance for the first time. He also has a unique intuition and knack for forecasting when things will happen in AI. With computer Go, he predicted the Lee Sodol outcome 10 years before, right to the year. He got the year right for Starcraft and won a bet inside Deepmind. Same for AlphaProof. Same for the IMO. David's prediction for superintelligence: 3 years. !!! He has a strong sense that now is the time to build a superleaner, and that superlearners are now possible, thanks to the enormous progress in compute, simulators, autoresearch, and the sophistication of technology in the stack since the AlphaGo days. What is a “super learner”? A super learner discovers all knowledge from its own experience. Start from nothing (no internet pre-training), and go beyond human knowledge. Drop it into any stream of experience, simulated or physical, and the superlearner learns. He expects the progress will be rapid. When you get the recipe for a superlearner just right and remove humans from the development loop altogether, a superlearner can learn extremely quickly. Just look at AlphaGo. AlphaGo took two years to develop with humans in the loop. When David and his team at @GoogleDeepMind got the formula for AlphaZero correctly, it surpassed the human-developed algorithms in just a few hours. Human data is a shortcut, but you have to let go of the human data to shoot beyond it. In January, David left GDM to found @IneffableLabs, a research-led lab with one mission: build a "super learner" that discovers all knowledge from its own experience, and make first contact with superintelligence. He joins us with co-founder Lasse Espeholt, who built IMPALA and SEED RL, the foundations of scaled-up RL, and now runs Ineffable's compute. A few things we cover in this conversation. — What a super learner is: depth (start from nothing, go beyond human knowledge) and breadth (drop it into any stream of experience, simulated or physical). The human brain is the only existence proof — Why they're giving up human data: AlphaGo took two years with humans in the loop. AlphaZero outperformed it in a few hours. "You have to let go of the human data to shoot past the competition" — Crucibles: simulated worlds with enough emergent complexity (physics engines, millions of interacting agents) for an agent to rediscover technology, science, maths and language on its own — Simple rewards, emergent complexity: evolution optimized fitness and got all of life. Don't breadcrumb the objective, give the agent something simple to optimize in a world with a lot to learn about — Go as the existence proof: one agent is the most boring game imaginable, two agents is "an infinite onion of layers of complexity" — Why human language is probably not the endpoint for reasoning, and how training on it bakes in a flat earth and the four humors — Can superintelligence be built in simulation? If the sim is Turing complete, computation, economics, language and maths are all expressible, and it happens 10-100x faster and safer — Alignment: language-based monitoring is reaching its limits as agents learn to say one thing and do another. Shadow actions, superintelligences monitoring superintelligences, and building a real science of how they interact peacefully — Accelerate in simulation, pace in the real world: Ineffable will gate real-world deployment on evidence that it goes well — Timing as the determinant: Silver called Computer Go to the year, then StarCraft, then the IMO. He thinks this is the moment — Predictions: True superintelligence within three years. Timestamps: 0:00 – Introduction 1:09 – What held true from Go to today, and what the LLM era changed 3:35 – Why leave DeepMind to start a new lab 5:58 – Why "Ineffable" (and the secret second reason) 7:03 – Lasse's path: scaling RL at DeepMind and Google Brain 9:31 – Defining a super learner and first contact 12:35 – Super learners vs. LLMs that make discoveries 13:59 – Day to day: the RL stack, crucibles and human-journey milestones 16:13 – Don't breadcrumb the objective: simple rewards, emergent complexity 21:16 – What a crucible looks like 24:14 – Go: one agent is boring, two is infinite 25:41 – Will agents rediscover language? 27:22 – Removing human priors: AlphaGo to AlphaZero 32:05 – Keeping human bias out of the crucibles 33:35 – Confidence, timing and super forecasting 36:24 – Is compute the driver? 38:13 – The ceiling on simulation and Rich Sutton's objection 43:44 – Alignment and the science of superintelligence 47:45 – Monitoring agents that don't think in English 51:01 – Pacing the frontier 52:54 – The compute setup: Vera Rubin on GCP 55:18 – Training, inference, simulation and RL scaling laws 57:40 – IMPALA and SEED RL 1:00:58 – 20 people and the compute-per-person ratio 1:04:49 – A research-led culture 1:05:47 – Predictions
一批三十岁上下的技术人正进入中国核心 AI 公司的研发决策层:33 岁的杨植麟创办月之暗面并拍板推迟 K3 开训以验证 Attention Residuals,31 岁的罗福莉在小米同时训练数千亿参数与万亿参数的 MiMo-V2 模型,28 岁的姚顺雨进入腾讯总裁办接手混元。2026 年 9 月罗福莉直播公开小米两款模型的强化学习训练看板,页面显示两轮训练合计每小时花费 3.08 万美元。
一位研究者提出,AI 基准测试应成为一门科学而非“暗术”。文章以 1987 年 DARPA 首个自动语音转文字基准为例,说明基准既是衡量模型能力的标尺,也会主导整个领域的行为。
NASA 毅力号火星车于 10 月 11 日完成一次行驶,累计行驶距离达 28.10 英里(45.22 公里),创火星车新纪录。其自主驾驶系统 AutoNav 使其约 90% 的行驶时间可自行驾驶,最高时速达 120 米,而此前机遇号与好奇号的自主驾驶占比仅约 5%。
Microsoft 合伙人研究经理 Jennifer Neville 在 Microsoft Research 播客中讨论评测如何推动 AI 系统性能边界、满足用户需求,以及模型在传统基准之外测试时出现的“意外失败”。她还分享使用当前 AI 系统的实用建议,并强调结果偏离预期时应仔细检查数据。
Waymo 公布面向伦敦的自动驾驶出行计划,拟通过英国 Automated Passenger Services(APS)许可机制运营无安全员的自动驾驶载客服务,该许可需英国交通部(DfT)批准并取得伦敦交通局(TfL)同意。