AI格局剧变：OpenAI Anthropic xAI Meta
It’s worth really grasping this: in a very short time, the race between OpenAI a…
It’s worth really grasping this: in a very short time, the race between OpenAI and Anthropic has turned into a contest involving OpenAI, Anthropic, xAI, and Meta, and Google is back in the mix, too.
值得真正理解这一点：在极短的时间内，OpenAI 与 Anthropic 之间的竞赛已演变为涉及 OpenAI、Anthropic、xAI 和 Meta 的角逐，Google 也重新回到了这场竞争中。
They are all on (mostly) equal footing, with little difference between them even in benchmarks like the Artificial Analysis Intelligence Index.
它们都处于（大致）平等的地位，即使在 Artificial Analysis Intelligence Index 等基准测试中，彼此之间的差异也很小。
Chinese open-weight models are hot on their heels as well. 2026 is truly a wild year, release after release, a completely different landscape compared to the year before. We’re seeing unprecedented leaps in capabilities.
中国开源权重模型也在紧追不舍。2026 年确实是一个疯狂的年份，发布一波接一波，与前一年相比呈现出完全不同的格局。我们正目睹前所未有的能力飞跃。
I remember the debates in 2025 about whether we had hit a wall; today, we see major improvements every single day. You can practically feel the exponential growth kicking in.
我记得 2025 年关于是否已触及天花板的争论；而今天，我们每天都在看到重大改进。你几乎能感受到指数级增长正在启动。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力