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METR报告:Anthropic AI加速研发致能力翻倍,2027或现RSI

AI R&D Is Accelerating Towards Potential RSI in 2027

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这是关于AI研发范式转变的一手实证报告,直接触及行业最核心的RSI与时间线争议,对判断未来技术演进节奏极具参考价值。

METR came out with an extensive report on how much AI is accelerating AI R&D at Anthropic, and thus how close we might be to recursive self-improvement (RSI) and how far that might go.

METR发布了一份详尽报告,分析了AI在Anthropic的AI研发中加速的程度,以及我们距离递归自我改进(RSI)有多近,以及这种改进可能达到何种程度。

This is one of the most important questions in the world.

这是当今世界最重要的问题之一。

Their answer: Things are already accelerating on the order of a 2x speedup.

他们的回答是:情况已经在以大约2倍的速度加速。

This is several months ahead of the AI 2027 timeline. A naive extrapolation says we may be less than a year away from full RSI. There are no clear bottlenecks in the way.

这比AI 2027时间线提前了几个月。简单的线性外推表明,我们距离实现完全的RSI可能不到一年。途中没有明显的瓶颈。

This report updated many towards shorter timelines.

这份报告促使许多人将时间表缩短。

This is consistent with what OpenAI and Anthropic themselves have been saying, and with extrapolation from the progress we are observing. We are running out of time.

这与OpenAI和Anthropic自身所声称的内容一致,也与从我们观察到的进展中进行的外推一致。我们的时间不多了。

That doesn’t have to be the way this plays out. We could stop the labs. The labs could choose to stop. Or the estimates could be wrong, or some bottlenecks could be hit, or the results could be less impactful than we expect. Indeed do many things come to pass. And if it does happen this quickly, one would expect it to go quite poorly, and likely to cause everyone to die, but perhaps it goes well.

事情不必非得如此发展。我们可以叫停实验室。实验室也可以选择停止。或者这些估算可能是错误的,或者可能会遇到某些瓶颈,又或者结果的影响不如我们预期的那么大。确实有许多事情可能发生。如果它真的发生得这么快,人们会预期它会相当糟糕,并可能导致所有人死亡,但也许它会顺利发展。

It doesn’t look good.

前景并不乐观。

The central conclusions are:

核心结论如下:

  • Capabilities are advancing at roughly twice the rate they did from March 2024 to October 2025 (CI ~1.3x-3x), with wide uncertainty. And that a majority of that acceleration is probably due to AI doing AI R&D. Since October 2025, Anthropic has made ~2x progress on the ECI versus periods prior to October 2025.
  • Yes, this seems like what has been obviously happening.
  • There are no observed bottlenecks or strong diminishing returns that would prevent advancement from accelerating further.
  • Unfortunately, Anthropic redacted the analysis of various bottlenecks.
  • 能力的发展速度大约是2024年3月至2025年10月期间速度的两倍(CI ~1.3x-3x),存在很大的不确定性。而且,大部分加速可能归因于AI进行AI研发。自2025年10月以来,Anthropic在ECI方面取得的进展约为之前的两倍。
  • 是的,这看起来像是显而易见正在发生的事情。
  • 目前没有观察到会阻止进一步加速的瓶颈或强烈的收益递减现象。
  • 不幸的是,Anthropic删除了对各种瓶颈的分析。

METR: These conclusions are based on key empirical findings from the full report.

METR:这些结论基于完整报告中的关键实证发现。

Some of the key findings that most informed our conclusions about risk were redacted. ​

一些最关键的风险评估发现被删减了。

Ajeya Cotra (METR): For the last few months, some of my colleagues at METR have been working on a deep-access investigation to understand how much Anthropic is being accelerated by its AI systems. From my reading of their report and Anthropic’s RSP, it looks like the “dramatic acceleration” threshold has already been crossed.

Ajeya Cotra (METR):在过去的几个月里,METR的一些同事一直在进行一项深度访问调查,以了解Anthropic在其AI系统的加速下取得了多大进展。根据我对他们报告和Anthropic RSP的阅读,看来“急剧加速”的阈值已经被跨越。

I do not find either of these results surprising. I made minor updates towards faster outcomes and fewer bottlenecks, but not major ones. I had already made major ones.

我并不觉得这两个结果令人惊讶。我针对更快的结果和更少的瓶颈做了小幅调整,但没有做重大调整。我之前已经做过重大调整了。

The situation looks rather grim. But this is not a surprise.

局势看起来相当严峻。但这并不令人意外。

The information from inside the labs makes you think the situation is grim and timelines are short, but those with that information were already shouting from the rooftops that their secret information meant the situation is grim and timelines were short. Why did you not think this was the standard reaction to their information?

实验室内部的信息让你觉得形势严峻且时间紧迫,但掌握这些信息的人早就大声宣扬他们的秘密信息意味着形势严峻且时间紧迫。你为什么不认为这是他们提供信息后的标准反应?

I did find it surprising that so many found this surprising, including METR. Their team did not expect substantial acceleration. Ryan Greenblatt expected only 1.15x-1.3x speedup this year. Six weeks ago in the Opus 5.5 system card the estimate was at least a 1.5x speedup.

我发现令人惊讶的是,包括 METR 在内,有如此多的人对此感到惊讶。他们的团队并未预期会出现实质性的加速。Ryan Greenblatt 预计今年速度提升仅为 1.15x-1.3x。六周前在 Opus 5.5 系统卡中,估计至少为 1.5x 的速度提升。

If you are making major updates in response to this report, that is probably good and wise, but indicates you had previously made a mistake in your estimations.

如果你根据这份报告进行重大更新,那可能是好事且明智之举,但也表明你之前的估算存在错误。

If you only look at public models, you can make a case that there is a step change at Mythos but that otherwise the rate of progress has not changed. I was always skeptical of that, but it was a valid claim.

如果只看公开模型,你可以论证在 Mythos 处存在一个阶跃变化,否则进步速率没有改变。我一直对此持怀疑态度,但这确实是一个有效的论点。

Add in the orange data points from internal models and you cannot tell that story. When we include the recent additional internal releases, this takes the estimate from the ~1.7x in the Haiku system card up to a new estimate of ~1.9x.

加入来自内部模型的橙色数据点后,你就无法维持上述说法了。当我们纳入最近的额外内部发布时,这将 Haiku 系统卡中约 1.7x 的估计值提高到了新的约 1.9x 的估计值。

Peter Wildeford: It seems important to realize that:

Peter Wildeford:意识到以下几点似乎很重要:

– AI companies have unreleased internal models that are more powerful than the public ones we plebs have access to

– AI 公司拥有比我们普通用户能访问的公开模型更强大的未发布内部模型

– Only when you account for these internal models, you can see that AI progress is actually accelerating faster than before

– 只有考虑到这些内部模型,你才能看到 AI 进步实际上比之前加速得更快

– AI companies use their AIs with like 10,000x more compute than us plebs, so they can do much more than we can even with the same AIs

– AI 公司使用其 AI 时的算力是我们普通用户的约 10,000 倍,因此即使使用相同的 AI,他们也能做到我们做不到的更多事情

You could also have gotten to a similar result by extrapolating the automation graph:

你也可以通过外推自动化图表得出类似的结果:

Benjamin Todd: Extrapolating Anthropic’s internal AI R&D data results in Claude leading internal research by mid-2027, and plausibly near full automation by the end of 2027, lining up with other methods. (h/t @luc_feron )

Benjamin Todd:外推 Anthropic 的内部 AI R&D 数据导致 Claude 在 2027 年中领先内部研究,并可能在 2027 年底实现接近完全自动化,与其他方法相符。(感谢 @luc_feron )

The information METR is relying on most is largely redacted. The public report centers on AECI and other estimates. METR is implying that such arguments are merely the legible case they are allowed to make, and that there is a stronger case.

METR 所依赖的大部分信息已被大幅删减。公开报告主要关注 AECI 和其他估算。METR 暗示此类论点只是他们被允许做出的表面案例,而存在更有力的论据。

Kudos to Anthropic for allowing this investigation.

称赞 Anthropic 允许进行此次调查。

METR: Anthropic offered unprecedented access to internal data on their AI R&D process, including a variety of metrics on pretraining, reinforcement learning (RL), training compute in each domain, benchmark scores for internal models, AI speedup analyses, forecasts of a future model’s metrics, and interviews with relevant staff.

METR:Anthropic 史无前例地开放了其 AI 研发流程的内部数据访问权限,包括预训练、强化学习(RL)、各领域的训练算力、内部模型的基准测试分数、AI 加速分析、未来模型指标的预测以及与相关人员的访谈等多种指标。

This is all highly sensitive stuff, so there are important redactions involved. I would have liked to see less of this, but if this is what it takes to get the report then so be it.

这些都是高度敏感的信息,因此涉及重要的删节内容。我本希望看到更少的删节,但如果这是获取报告所必须付出的代价,那也只能如此。

I would also suggest to Congress that they should want to see the full report along with everything else Anthropic and Dario Amodei know and really think about this, and to do that they should follow Kelsey Piper’s suggestion and subpoena Anthropic.

我还建议国会应当要求查看完整报告以及 Anthropic 和 Dario Amodei 所知的一切其他信息,并认真思考此事;为此,他们应遵循 Kelsey Piper 的建议,向 Anthropic 发出传票。

Table of Contents

目录

  • Top Conclusions.
  • Data Access and Redactions.
  • The Pace of Progress.
  • 1, 2, 3, 4.
  • Timing Is Everything.
  • What Could Possibly Have Gone Wrong?
  • AECI.
  • The Public Information Alone Could Suggest Slower Speedup.
  • Well, That Escalated Quickly.
  • This Infinite Series Likely Has a Finite Sum.
  • We Cannot Say What We Cannot Say.
  • Study of Anthropic’s Compute Allocation Was Postponed.
  • Security Mindset.
  • It’s a Secret to Everyone.
  • Review of the Risk Report from August 2026.
  • A Word From Our Cofounder.
  • People Update Their Timelines and Expectations.
  • You Are Not Ready.
  • If (If Anyone Builds It, Everyone Dies) Then Don’t Let Anyone Build It.
  • How Can We Legally Define RSI?
  • 主要结论。
  • 数据访问与删节。
  • 进展速度。
  • 1, 2, 3, 4.
  • 时机至关重要。
  • 究竟可能出了什么错?
  • AECI。
  • 仅公开信息就暗示加速进程较慢。
  • 事态升级得真快。
  • 这个无穷级数很可能收敛于一个有限值。
  • 有些话我们确实不能说。
  • 对 Anthropic 算力分配的研究已推迟。
  • 安全思维模式。
  • 这对所有人都是秘密。
  • 审查 2026 年 8 月的风险报告。
  • 联合创始人寄语。
  • 人们更新了时间线和预期。
  • 你们尚未做好准备。
  • 如果(任何人构建它,所有人都会灭亡),那么就不要让任何人构建它。
  • 我们如何从法律上定义 RSI?

Top Conclusions

主要结论

This is how they describe their subjective conclusions.

这是他们描述其主观结论的方式。

METR: In our first section, we share our subjective conclusions about risk. We now believe that:

METR:在我们的第一部分中,我们分享了关于风险的主观结论。我们现在认为:

  • As of October 2026, Anthropic is likely improving the capabilities of their models on well-specified tasks at around twice the rate they did between March 2024 and October 2025. This estimate is given with high uncertainty; we would not be surprised if the true acceleration was closer to 1.3x or 3x the historical rate.
  • A majority of this acceleration today is likely attributable to Anthropic’s extensive use of AI to do R&D, though there is significant uncertainty and other causes likely played a large role in acceleration in late 2025.
  • The lack of observed bottlenecks or strong diminishing returns means there is a significant risk that further capabilities progress could lead to even faster acceleration, though, as we say below, we may be missing important bottlenecks.
  • 截至 2026 年 10 月,Anthropic 在明确指定的任务上提升模型能力的速度,可能约为 2024 年 3 月至 2025 年 10 月期间速度的两倍。该估计存在高度不确定性;如果实际加速率接近历史速率的 1.3 倍或 3 倍,我们也不会感到惊讶。
  • 目前这种加速很可能主要归因于 Anthropic 广泛使用 AI 进行研发,尽管存在显著的不确定性,且其他因素可能在 2025 年底的加速中发挥了重要作用。
  • 未观察到瓶颈或强烈的收益递减现象,这意味着进一步的能力进步可能导致更快的加速,存在重大风险;不过,正如我们在下文所述,我们可能遗漏了重要的瓶颈。

Here are their top empirical findings:

以下是他们的顶级实证发现:

  • Since October 2025, benchmark scores (measured via AECI, Anthropic’s version of the Epoch Capabilities Index) for Anthropic’s models have been growing at an estimated 1.9x the pre-October 2025 rate [95% confidence interval: 1.5–2.8x], implying that Anthropic has made roughly two years of historical progress over the last year.
  • We are confident that the acceleration was not due to an acceleration in the scaling of training compute.
  • 自 2025 年 10 月以来,Anthropic 模型的基准分数(通过 AECI 衡量,即 Anthropic 版本的 Epoch Capabilities Index)以估计为 2025 年 10 月之前速率的 1.9 倍增长 [95% 置信区间:1.5–2.8 倍],这意味着 Anthropic 在过去一年中实现了大约两年的历史进展。
  • 我们有信心,这种加速并非源于训练算力扩展的加速。

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