本周AI格局剧变：SpaceX携Grok 4.5入局，Meta发布新编码模型，中美竞赛升级

This week changed the whole game. Seriously. A brief recap:

Until just a few days ago, it was a race between OpenAI and Anthropic, the two dominant frontier labs. Almost out of nowhere, SpaceX appeared with Cursor and released Grok 4.5, a model positioned at the level of GPT-5.5 and Opus 4.8, but significantly more cost-efficient. This has increased the pressure on OpenAI and Anthropic, and a third player has entered the race, because SpaceX’s next major model is still in training, and Grok 4.5 has shown that they can truly compete. The Cursor deal is paying off.

But then today Meta Spark 1.1 also appeared out of nowhere and delivered an outstanding performance with its new agentic coding model. After releasing its own image model just a few days ago, Meta has now followed up with a new agentic coding model, and the evals are impressive.

The battle between Anthropic and OpenAI has been reshuffled.

And as if that were not enough, there has been news all week that Chinese labs are now starting to develop their own chips, especially inference chips. At the same time, China now wants to move toward blocking its best models from the West. Whether this is tactics or certainty, one thing is clear: It is not only the domestic race among the US labs, now four giants, that is expanding. The international contest between the US and China is also entering its next round and intensifying.

And what is Europe doing in this race?

Oh. Europe has violated its own rules and laws by using an expedited procedure that involved no urgency and was only carried out to push it through before the summer break, because most members of parliament are already on summer vacation. A law that had already been rejected twice was quickly put to a vote for a third time. In the EU, they keep voting until the desired result comes out, all to enable the mass surveillance of all Europeans’ chats by law. Mass surveillance has now been legitimized.

The US and China are competing in the race for AGI, RSI, and ASI. Europe is creating facts on surveillance. A week full of highs and lows.