[AINews] High Taste Testers Ep. 1
https://www.latent.space/p/ainews-high-taste-testers-ep-1📌 開源模型三消大戰開打:Meta Muse Spark Open 對決 Reflection Beam,「決策模型」新賽道登場
TL;DR:一週內看懂美系開源MoE模型打擂臺、新興決策模型分類,以及TPUv7、Vera Rubin的推理晶片戰報。
🎣 這期Latent Space的AI新聞彙整涵蓋範圍很大,從Meta、Reflection、StepFun、騰訊的開源權重大戰,到Gemini、Anthropic、OpenAI的前沿模型更新,再到一個新詞「決策模型(decision model)」正式登場。以下整理工程師最該留意的幾條線。
🧩 美系開源權重對決:Muse Spark Open vs Reflection Beam
Meta Muse Spark Open是816B總參數、42B啟用的MoE模型,開源權重。根據Artificial Analysis(AA),其Intelligence Index為39分,是目前美系開源模型最高分,比NVIDIA Nemotron 3.5 Super VL的26分高出13分。架構為62層、GQA 16個KV head、每個token啟用8/256個專家,搭配18億參數的Perception Encoder與100萬token上下文,支援文字、圖片、影片、音訊輸入,輸出為文字。BF16權重約1.6TB,Meta另外提供僅量化專家層的NVFP4版本,壓縮至約530GB,官方稱可塞進4張Blackwell Ultra GPU、8張H200,或兩臺512GB記憶體的M5 Ultra Mac Studio。
Reflection Beam 1.0則是501B總參數、23B啟用的MoE模型,100萬token上下文,採Apache 2.0授權開源,同時釋出BF16、FP8、NVFP4三種權重格式,附帶DFlash2 drafter、訓練所用的開源Mirror CLI框架,以及一份安全報告。AA給它30分,是美系開源模型第二高分,平均每個任務用掉約2.6萬個token。
| 模型 | 總參數/啟用參數 | AA Intelligence Index | 平均輸出token/任務 | 弱點 |
|---|---|---|---|---|
| Muse Spark Open | 816B/42B | 39 | 約4萬 | AA四項agentic評測中墊底,Vals榜上開源模型排第12、整體排第38 |
| Reflection Beam 1.0 | 501B/23B | 30 | 約2.6萬 | Terminal-Bench 4.0僅3.0%,AA-Omniscience雖答對33%但幻覺率達47% |
費用上,Together、Fireworks、Baseten對Muse Spark Open的報價為每百萬輸入/輸出token 1.25美元/4.25美元,快取輸入0.15美元;AA換算每個index任務成本0.84美元,比GLM-5.3的2.01美元便宜,但仍高於DeepSeek V4.1 Flash的0.27美元,平均每個任務用掉的輸出token數(約4萬)也是前九大開源模型中最少的。生態系支援方面,mlx-lm首日即支援Muse Spark Open並含視覺能力,Apple也發文介紹如何用RDMA跨多臺Mac Studio做分散式推理;vLLM在Muse訓練階段就負責跑RL rollout,發布當天同步支援推理;SemiAnalysis則在其InferenceX服務中加入B200設定。在Arena的Code WebDev榜單上,Muse Spark Open以1511分成為美系開源模型最高分,整體排名開源模型第13。授權上,Muse Spark Open採用客製化的Muse Model License,要求標註「Built with Muse Spark Open」,年營收超過2000萬美元的Model-as-a-Service業者需另外與Meta簽約。評論聲音(屬個人意見,非官方定論):有評論者@teortaxesTex認為Muse Spark Open面對更小、採MIT授權的V4.1 Flash時已經出局,並推測(未附證據)Meta是顧慮被認定抄襲蒸餾自OpenAI的模型才按住了Spark 1.3沒發;另一邊,@alexandr_wang則形容Meta打造出了一臺「能持續生產新模型的機器」。
Reflection Beam同樣由vLLM首日支援,在4張B300、NVFP4、TP4設定下,併發16時量得每秒1,769個輸出token;SkyRL提供首日LoRA、全量微調與MXFP8強化學習支援,並稱LoRA的decode輸出量提升62%(每GPU每秒276提升到447個token,但這是decode階段的數字,不是端到端訓練速度的提升);Ollama限時免費提供Reflection Beam,主機設在美國且不保留使用者資料。在Arena榜單上,Reflection Beam於Agent Arena排名開源模型第12(誤差±3.84%),也是唯一進入Code WebDev開源前25名的非中系模型。同期其他開源釋出:StepFun發布Step 5 Preview開源權重;騰訊推出Hy Memory 2.0,並宣稱Hy-Memory-30B-A3B在記憶體框架評測上超越Opus 5;Datalab釋出僅100萬參數的OCR模型Indra,宣稱在CPU上執行速度比Tesseract快15倍。
📊 前沿模型更新與「決策模型」新賽道
Gemini 4 Argon已向Pro訂閱用戶與AI Studio Build開放,正式版把輸出上限從6.4萬token拉高到100萬token(與輸入共用同一個視窗),早鳥定價為每百萬輸入/輸出token 2美元/10美元,將持續到11月30日。Perplexity表示Argon在其WANDR研究基準上刷新紀錄,在Agent Arena排名第5、提升13.2%;也有使用者對其數學能力給出初步好評,但提醒需要調高推理力度(reasoning effort)才能發揮。
Anthropic這邊,Haiku 5.5對10萬token以內的提示收費每百萬token 0.10美元(輸入)/0.50美元(輸出),比Haiku 4.5便宜約九成,在最大推理力度下Terminal-Bench 4.0拿下39.2%,相較GPT-6 Luna的16.4%;另有報告指出Opus 5.5出現了2.5倍速的快速模式;Claude Code也更新為每一輪對話都對傳輸內容做gzip壓縮以降低延遲。OpenAI這邊,ChatGPT中的GPT-6 Astra Pro現在能把任務拆成多個部分、並行跑多個agent,換來更快回應與更好的工具使用;GPT Live 1.1改善多語言語音,新錄了九組由真人配音員演繹的語音預設;另有未經證實的傳言(屬推測)指出Codex可能有一到兩款新模型即將推出。
值得一提的是Elorian Glimpse,一款「視覺思考」VLM,改用對潛在視覺狀態做循環運算,取代純文字的chain-of-thought。Elorian自稱在12項基準中有5項打平或超越Astra,token價格卻低17倍,訓練僅用了「數百張GPU」;也有使用者做了非正式測試,在一組棋盤題上Elorian答對8/10題,Gemini 3.8 Flash答對5/10題。
新興的「決策模型(calibrated one-pass classifiers)」類別也在這期出現:
| 模型 | AA Decision Index | 非幻覺率 | 準確率 | 延遲 | 價格 |
|---|---|---|---|---|---|
| Liquid d1-ultra | 65 | 85%(前代d1為2%) | 32%(前代d1為41%) | 92毫秒/任務 | 每百萬輸入token 0.042美元,輸出免費 |
| Jev 1.14 | 57 | 未提供 | 未提供 | 未提供 | 未提供 |
Perplexity也推出pplx-decider v1.2,開源權重分為27B模型(每百萬token 2美分)與4B Flash模型(每百萬token 1美分)兩個版本,新增reranking、單次推理可處理多問題(最高快5倍)與-latest版本代號。應用面上,OpenAI的Live API新增了Decisions API,用於快速的工具委派;有使用者實驗把Jev模型換進Recursive Language Model的子呼叫中,在OOLONG基準、100萬token長度的情境下,成本減半、速度快6倍,優於Haiku 5.5。
💡 推理硬體戰報:TPUv7、Vera Rubin與MI355X互相叫陣
SemiAnalysis報告指出,在AgentX上,TPUv7每美元效能比GB300 NVL72(FP4)高1.42倍(採用非Google的外部成本基準計算),比MI355X高2.5倍;在中高互動性情境下,TPUv7比拆分式(disaggregated)GB200最高快3.16倍,但GB200的FP4在低互動性情境仍保有1.2倍優勢,該測試以vLLM搭配TorchTPU進行。NVIDIA自行送測的結果顯示,Vera Rubin NVL72在AA-AgentPerf上,處理DeepSeek V4 Pro時每MW吞吐量最高達GB300的5.7倍,處理Kimi K3時降到2.8倍,在高單使用者速度情境下增益最明顯;峰值吞吐量的差距則縮小到1.14至1.45倍;Vera Rubin在V4.1 Flash上也創下每使用者每秒906個token的紀錄。AMD方面,8張MI355X在Kimi K3、每使用者每秒50 token的設定下,吞吐量比HGX B300高24.4%,每美元token數則高87.4%;Inferact也宣布與AMD合作,公開agentic推理的開源配方。
🎯 這期資訊量很大,對工程師最實用的兩個訊號是:一是開源MoE模型的競爭正從「智慧分數」延伸到「每個任務的實際成本與agentic能力」,挑模型前務必對照AA等基準的agentic分項,不能只看綜合分數;二是「決策模型」正成為獨立產品類別,專門處理需要快速、低成本、高確定性判斷的子任務,未來設計multi-agent系統時,可以考慮把部分子任務從大模型卸載給這類校準過的一次性分類器,換取延遲與成本的大幅下降。
🔗 來源
- 標題:[AINews] High Taste Testers Ep. 1
- 作者/機構:Latent Space
- 連結:https://www.latent.space/p/ainews-high-taste-testers-ep-1
#OpenSourceAI #LLM #MoE #Gemini #Anthropic #OpenAI #AIInference #DecisionModels #GPU #AIHardware
原始資料 Latent Space · 收集於 2026-10-17
摘要原文
We are piloting a new show on Latent Space: High Taste Testers, a variant of our food show where we pull you in to a typical lunch conversation in San Francisco. All your favorite talking points, starting with Dev Day and going into the latest models and assistants, are here: AI News for 10/15/2026-10/16/2026. We checked 12 subreddits, 544 Twitters and no further Discords. AINews’ website lets you search all past issues. As a reminder, AINews is now a section of Latent Space . You can opt in/out of email frequencies! US Open-Weights Push: Muse Spark Open and Reflection Beam Muse Spark Open (Meta) : An 816B-total, 42B-active MoE with open weights. Artificial Analysis scores it 39 on its Intelligence Index, the highest for a US open-weights model and 13 points above NVIDIA’s Nemotron 3.5 Super VL at 26 ( AA ). Architecture and footprint : 62 layers, GQA with 16 KV heads, 8 of 256 experts active per token, a 1.8B Perception Encoder and 1M context. Inputs are text, image, video and audio; output is text. BF16 weights are about 1.6TB. Meta’s NVFP4 checkpoint quantizes only the experts, cutting weights to about 530GB. Meta says that fits on 4 Blackwell Ultra GPUs, 8 H200s or two 512GB M5 Ultra Mac Studios. Pricing and efficiency : Together, Fireworks and Baseten charge $1.25/$4.25 per M input/output tokens, with $0.15 cached input. AA puts the cost at $0.84 per index task, versus $2.01 for GLM-5.3 and $0.27 for DeepSeek V4.1 Flash. It uses 40k output tokens per task, the fewest among the top nine open models ( cost ). Vals counts 55.5M output tokens across its index, the fewest of any open model, but says input tokens drive most of its cost ( Vals ). Weak spot : It ranks last among the top nine open models on AA’s four agentic evals while leading open models on AA-Omniscience. Vals places it #12 among open-weight models and #38 overall ( Vals ). Arena ranks it the top US open model on Code Arena WebDev with 1511 points, #13 among open models ( Arena ). License : The custom Muse Model License requires “Built with Muse Spark Open” attribution. Model-as-a-Service businesses with more than $20M in annual revenue need a separate agreement with Meta. Ecosystem : mlx-lm had day-0 support with vision, plus an Apple blog post on RDMA-distributed inference across Mac Studios ( @zcbenz ). vLLM served RL rollouts during Muse training and supports the release at launch ( vLLM ). SemiAnalysis has added B200 configurations to InferenceX ( SemiAnalysis ). Criticism (opinion) : @teortaxesTex calls it “DOA” against the smaller, MIT-licensed V4.1 Flash. He also speculates, without evidence, that Meta withheld Spark 1.3 because of distillation from OpenAI ( speculation ). @alexandr_wang describes MSL as having built “a machine that builds new models.” Reflection Beam 1.0 : A 501B-total, 23B-active MoE with 1M context, released under Apache 2.0. The release includes BF16, FP8 and NVFP4 weights, a DFlash2 drafter, the open Mirror CLI harness Beam was trained on, and a safety report ( Reflection , safety report , Mirror ). Independent evals : AA scores it 30, #2 among US open models, using about 26k tokens per task. It reaches 48.5% on AutomationBench-AA but only 3.0% on Terminal-Bench 4.0. On AA-Omniscience it answers 33% correctly but hallucinates at 47% ( AA ). Arena places it #12 among open models in Agent Arena (±3.84%) and makes it the only non-Chinese model in the top 25 open models on Code WebDev ( Arena ). Architecture : Sliding-window attention with a 512 window in a 5:1 pattern, no RoPE, Llama-4-style global attention scaling, gated attention, QK-norm, sandwich norm, logit softcapping and no shared experts ( @eliebakouch ). Serving and RL : vLLM had day-0 support. On 4× B300 with NVFP4 at TP4, it measured 1,769 output tok/s at concurrency 16. SkyRL offers day-0 LoRA, full fine-tuning and MXFP8 RL, and reports +62% LoRA decode throughput (276→447 tok/s/GPU), which is a decode result, not an end-to-end training speedup ( vLLM , SkyRL ). Ollama is serving it free for a limited time, US-hosted with zero data retention ( Ollama ). Other open releases : StepFun released Step 5 Preview open weights ( Together ). Tencent shipped Hy Memory 2.0 and claims Hy-Memory-30B-A3B beats Opus 5 on memory frameworks ( Tencent ). Datalab released Indra, a 1M-parameter OCR model it says runs 15× faster than Tesseract on CPU ( @VikParuchuri ). Frontier Model Rollouts and the Decision-Model Category Gemini 4 Argon : Now available to Pro subscribers and in AI Studio Build ( @_philschmid , AI Studio ). Specs and pricing : The wide release raises the output limit to 1M tokens from 64K, sharing the window with input. Intro pricing is $2/$10 until Nov 30 ( DeepLearning.AI ). Results : Perplexity reports a new SOTA on its WANDR research benchmark ( @AravSrinivas ). Argon ranks #5 in Agent Arena at +13.2% ( Arena ). @MParakhin gives early praise for its math, with the caveat that it needs higher reasoning effort. Anthropic speed and price moves : Haiku 5.5 costs $0.10/$0.50 for prompts up to 100K tokens, about 90% cheaper than Haiku 4.5. It scores 39.2% on Terminal-Bench 4.0 at max effort, versus 16.4% for GPT-6 Luna ( DL Weekly ). An Opus 5.5 fast mode at 2.5× speed is reported ( @kimmonismus ). Claude Code now gzips the conversation payload on every turn to cut latency ( ClaudeDevs ). OpenAI product updates : GPT-6 Astra Pro in ChatGPT now runs multiple agents on parts of a task in parallel, with faster responses and better tool use ( OpenAI ). GPT Live 1.1 improves multilingual voice, and nine new presets were recorded with native-speaking actors ( @reach_vb , OpenAIDevs ). Codex is believed to have one or two new models coming; this is unconfirmed speculation ( @kimmonismus ). Elorian Glimpse : A visual-thinking VLM that runs recurrent computation over latent visual states instead of text-only chain of thought. Claimed results : Elorian says it matches or beats Astra on 5 of 12 benchmarks at 17× lower token prices, trained on “hundreds of GPUs” ( @dustinvtran ). Informal test : @omarsar0 found 8 of 10 game boards fully correct, versus 5 of 10 for Gemini 3.8 Flash. Decision models (calibrated one-pass classifiers) : Liquid d1-ultra : Tops AA’s Decision Index at 65, ahead of Jev 1.14 at 57. Its non-hallucination rate rises to 85% from 2% for d1, but accuracy falls to 32% from 41%. Time per task is 92ms and price is $0.042 per M input tokens, with output free ( AA ). Perplexity pplx-decider v1.2 : Open weights in a 27B model at 2¢/M and a 4B Flash model at 1¢/M. The update adds reranking, single-pass multi-question inference that is up to 5× faster, and -latest slugs ( @AravSrinivas , @denisyarats ). Usage : OpenAI’s Live API added a Decisions API for fast tool delegation ( @juberti ). In one experiment, swapping Jev into Recursive Language Model sub-calls was half the cost and 6× faster than Haiku 5.5 on OOLONG at 1M tokens ( @Jnatanh ). Inference Hardware and Serving Systems TPUv7 on AgentX : SemiAnalysis reports 1.42× better perf per dollar than GB300 NVL72 FP4, calculated on an external, non-Google cost basis, and 2.5× versus MI355X ( SemiAnalysis ). Interactivity split : TPUv7 is up to 3.16× better than disaggregated GB200 at medium to high interactivity. GB200 FP4 keeps a 1.2× edge at low interactivity ( thread ). The run was served with vLLM through TorchTPU. Vera Rubin NVL72 on AA-AgentPerf : Up to 5.7× GB300’s throughput per MW on DeepSeek V4 Pro, falling to 2.8× on Kimi K3, with the largest gains at high per-user speed ( AA ). Peak throughput : The gap narrows to 1.14–1.45×. Vera Rubin also posts a record 906 tok/s per user on V4.1 Flash. NVIDIA submitted all of these results. AMD MI355X : 8× MI355X delivers 24.4% more throughput than HGX B300 on Kimi K3 at 50 tok/s per user, and 87.4% more tokens per dollar ( vLLM ). Inferact announced a collaboration with AMD to publish open per-model recipes for agentic serving ( Inferact ).
由 claude-code/sonnet 自動生成