AI日报 | 2026年10月24日晚间版:OpenAI估值降至1.25万亿,Meta新条款允许抓取新闻训练AI
今日晚间核心要闻
- OpenAI下调估值目标至1.25万亿美元:拟融资至多300亿美元,估值较此前预期大幅下调
- Meta新条款允许抓取新闻网站内容训练AI:10月30日生效,覆盖所有在Facebook/Instagram推广内容的商业账户
- Uber向全体员工部署ChatGPT Work:成为首家全面采用OpenAI企业版的大型出行公司
- 智元远征A3创吉尼斯世界纪录:在济南成功创下"最多人形机器人同时跳舞"纪录
- MiniMax M3.1 Flash权重公开:总参数428B、每token激活23B的MoE架构
一、OpenAI下调估值至1.25万亿美元,拟融资至多300亿美元
OpenAI估值融资
据The Decoder报道,OpenAI已将其估值目标下调至1.25万亿美元,计划融资至多300亿美元。这一调整反映出当前AI行业估值回归理性的趋势。
- 此前OpenAI估值一度被市场预估超过2000亿美元
- 本轮融资规模仍将是AI行业有史以来最大之一
- 估值下调与公司商业化进展和市场竞争加剧有关
- GPT-6系列发布后,OpenAI在前沿模型竞赛中面临Anthropic、Google等多方压力
二、Meta新条款:10月30日起可抓取关联网站内容训练AI
Meta版权AI训练
据Nieman Lab报道,Meta更新了服务条款,新条款将于10月30日生效,规定Meta可以将与平台关联企业"关联"的网站内容用于"开发、改进、研究"及"训练"其AI产品。
- 新政策适用于在Facebook、Instagram、WhatsApp和Messenger上推广内容的所有商业账户
- Meta此前已与CNN、Fox News、USA Today和People Inc.达成AI许可协议
- 但新条款可能使Meta绕过许可协议,获取范围更广的在线出版商内容
- 不同意条款的商业账户可能失去在Meta平台的推广权限
三、Uber向全体员工部署ChatGPT Work
UberChatGPT企业应用
Uber宣布向全体员工部署ChatGPT Work(OpenAI企业版),成为首家在出行领域全面采用AI助手的大型公司。
- 员工可使用ChatGPT Work处理日常办公任务
- 部署覆盖全球所有Uber办公室和职能部门
- 此举旨在提升运营效率和员工生产力
- OpenAI企业版提供更高的数据隐私和安全保障
四、智元远征A3创"最多人形机器人同时跳舞"吉尼斯纪录
智元机器人人形机器人吉尼斯
10月24日,智元远征A3在山东济南黄河国际会展中心发起吉尼斯世界纪录挑战,成功创下"最多人形机器人同时跳舞"世界纪录。
- 这是中国在人形机器人领域取得的又一里程碑式成就
- 远征A3展示了出色的运动控制和协调能力
- 多台机器人同步完成复杂舞蹈动作,对实时通信和稳定性要求极高
- 智元机器人近期在商业化落地方面持续加速
五、MiniMax M3.1 Flash权重公开:428B参数MoE架构
MiniMax开源模型MoE
MiniMax正式公开M3.1 Flash模型权重,这是一款采用MoE(混合专家)架构的大语言模型。
- 总参数量:428B(4280亿)
- 每token激活参数:23B(230亿)
- 推理效率极高,适合大规模部署
- 权重完全开放,社区可自由使用和微调
六、Kling 4.0发布:支持30秒带音频原生视频生成
Kling视频生成AIGC
fal平台发布Kling 4.0视频生成模型,支持最长30秒带音频的原生视频生成,标志着AI视频创作进入新阶段。
- 单次生成视频时长从此前数秒扩展至30秒
- 原生支持音频生成,视频与声音同步
- 视频质量和连贯性大幅提升
- 为短视频创作、广告制作等场景提供强大工具
七、国务院:增强AI创造就业正面效应,减缓就业替代影响
政策就业国务院
国务院发布指导意见,强调要增强人工智能创造就业的正面效应,减缓就业替代影响。中国社科院学部委员蔡昉指出,AI就业冲击尚不明显,但提前应对需把握关键窗口期。
- 政策要求让AI成为劳动者能力的增强器,而非岗位的破坏者
- 蔡昉:当前是应对AI就业冲击的关键窗口期
- 政府将推动AI与传统产业深度融合,创造新型就业岗位
- 加强劳动者AI技能培训,提升人机协作能力
今日数据速览
| 指标 | 数据 |
|---|---|
| OpenAI新估值目标 | 1.25万亿美元 |
| OpenAI拟融资规模 | 至多300亿美元 |
| Meta新条款生效日期 | 2026年10月30日 |
| MiniMax M3.1 Flash总参数 | 428B(4280亿) |
| M3.1 Flash每token激活参数 | 23B(230亿) |
| Kling 4.0最长视频时长 | 30秒(含音频) |
| Kimi K3.1 Pro网络安全指数 | 64%(开放模型第1) |
| GPT-6 Sol网络安全指数 | 69%(可信访问模型) |
信息来源
- The Decoder:OpenAI下调估值目标至1.25万亿美元,拟融资至多300亿美元
- Nieman Lab / 数码科技:Meta新条款或允许其免费抓取新闻网站内容用于AI训练
- AIHOT:月之暗面发布Kimi K3.1 Pro,Kimi K3.1 Pro登顶开放可用模型网络安全指数
- 新浪财经:智元远征A3创下"最多人形机器人同时跳舞"吉尼斯世界纪录
- 搜狐科技:Kimi K3.1 Pro开源,大模型较量转入落地深水区
- SegmentFault:Kimi K3.1 Pro发布:2.8万亿参数、Terminal-Bench超GPT-6
- AIHOT Daily:MiniMax M3.1 Flash权重公开,fal发布Kling 4.0
- 新浪科学:蔡昉:AI就业冲击尚不明显,提前应对需把握关键窗口期
AI Daily | October 24, 2026 Evening Edition: OpenAI Valuation Cut to $1.25 Trillion as Meta's New Terms Allow News Scraping for AI Training
Top Stories This Evening
- OpenAI cuts its valuation target to $1.25 trillion: seeking to raise up to $30 billion, a sharp downward revision from earlier expectations
- Meta's new terms allow it to scrape news site content to train AI: effective October 30, covering all business accounts that promote content on Facebook and Instagram
- Uber rolls out ChatGPT Work to all employees: becoming the first major mobility company to adopt OpenAI's enterprise edition company-wide
- Agibot's Expedition A3 sets a Guinness World Record: successfully setting the most humanoid robots dancing simultaneously record in Jinan
- MiniMax M3.1 Flash weights released: a MoE architecture with 428B total parameters and 23B activated per token
1. OpenAI Cuts Valuation to $1.25 Trillion, Seeking to Raise Up to $30 Billion
OpenAIValuationFunding
According to The Decoder, OpenAI has lowered its valuation target to $1.25 trillion and plans to raise up to $30 billion. The adjustment reflects a broader trend of AI industry valuations returning to rationality.
- OpenAI's valuation had previously been estimated by the market at more than $200 billion
- This funding round will still be one of the largest in AI industry history
- The valuation cut is tied to the company's commercialization progress and intensifying market competition
- After the GPT-6 series launch, OpenAI faces pressure from Anthropic, Google and others in the frontier model race
2. Meta's New Terms: Content From Affiliated Sites Can Be Scraped for AI Training Starting October 30
MetaCopyrightAI Training
According to Nieman Lab, Meta has updated its terms of service. The new terms, effective October 30, stipulate that Meta may use content from websites affiliated with platform-linked businesses for the development, improvement and research and training of its AI products.
- The new policy applies to all business accounts that promote content on Facebook, Instagram, WhatsApp and Messenger
- Meta has previously reached AI licensing deals with CNN, Fox News, USA Today and People Inc.
- But the new terms may let Meta bypass licensing deals and obtain content from a broader range of online publishers
- Business accounts that do not agree to the terms may lose their ability to promote on Meta platforms
3. Uber Rolls Out ChatGPT Work to All Employees
UberChatGPTEnterprise Applications
Uber announced the rollout of ChatGPT Work (OpenAI's enterprise edition) to all employees, becoming the first major company in the mobility sector to adopt an AI assistant company-wide.
- Employees can use ChatGPT Work for everyday office tasks
- The rollout covers all Uber offices and functional teams worldwide
- The move aims to improve operational efficiency and employee productivity
- OpenAI's enterprise edition offers stronger data privacy and security guarantees
4. Agibot Expedition A3 Sets Guinness Record for the Most Humanoid Robots Dancing Simultaneously
AgibotHumanoid RobotsGuinness
On October 24, Agibot Expedition A3 launched a Guinness World Record challenge at the Jinan Yellow River International Convention and Exhibition Center in Shandong, successfully setting the world record for the most humanoid robots dancing simultaneously.
- This is another milestone achievement for China in the humanoid robotics field
- Expedition A3 demonstrated outstanding motion control and coordination capabilities
- Multiple robots completed complex dance moves in sync, placing extremely high demands on real-time communication and stability
- Agibot has recently continued to accelerate its commercial deployment
5. MiniMax M3.1 Flash Weights Released: A 428B-Parameter MoE Architecture
MiniMaxOpen ModelsMoE
MiniMax has officially released the weights of its M3.1 Flash model, a large language model built on a MoE (mixture-of-experts) architecture.
- Total parameters: 428B
- Parameters activated per token: 23B
- Extremely high inference efficiency, well suited to large-scale deployment
- Weights are fully open for the community to use and fine-tune freely
6. Kling 4.0 Released: Native Video Generation With Audio Up to 30 Seconds
KlingVideo GenerationAIGC
The fal platform has released the Kling 4.0 video generation model, which supports native video generation with audio for up to 30 seconds, marking a new stage for AI video creation.
- Single-generation video length expands from a few seconds to 30 seconds
- Native audio generation is supported, with video and sound in sync
- Video quality and coherence are greatly improved
- It provides a powerful tool for short video creation, advertising production and other scenarios
7. State Council: Enhance AI's Positive Job-Creation Effects, Mitigate Job Displacement
PolicyEmploymentState Council
The State Council has issued guidance emphasizing the need to enhance AI's positive effects in creating jobs and mitigate the impact of job displacement. Cai Fang, a member of the Academic Divisions of the Chinese Academy of Social Sciences, noted that AI's employment shock is not yet pronounced, but early responses must seize a critical window.
- The policy calls for making AI an amplifier of workers' capabilities rather than a destroyer of jobs
- Cai Fang: now is a critical window for addressing AI's employment impact
- The government will promote deep integration of AI with traditional industries to create new types of jobs
- Strengthen AI skills training for workers and improve human-machine collaboration
Today's Key Figures
| Metric | Figure |
|---|---|
| OpenAI's new valuation target | $1.25 trillion |
| OpenAI's planned raise | Up to $30 billion |
| Meta's new terms effective date | October 30, 2026 |
| MiniMax M3.1 Flash total parameters | 428B |
| M3.1 Flash activated parameters per token | 23B |
| Kling 4.0 maximum video length | 30 seconds (with audio) |
| Kimi K3.1 Pro cybersecurity index | 64% (No. 1 among open models) |
| GPT-6 Sol cybersecurity index | 69% (trusted-access model) |
Sources
- The Decoder: OpenAI cuts its valuation target to $1.25 trillion and seeks to raise up to $30 billion
- Nieman Lab / Digital Tech: Meta's new terms may allow it to scrape news site content for AI training free of charge
- AIHOT: Moonshot AI releases Kimi K3.1 Pro, which tops the cybersecurity index among openly available models
- Sina Finance: Agibot Expedition A3 sets the Guinness World Record for the most humanoid robots dancing simultaneously
- Sohu Tech: Kimi K3.1 Pro goes open source as the large-model contest moves into deep deployment
- SegmentFault: Kimi K3.1 Pro released: 2.8 trillion parameters, beating GPT-6 on Terminal-Bench
- AIHOT Daily: MiniMax M3.1 Flash weights released, fal launches Kling 4.0
- Sina Science: Cai Fang: AI's employment shock is not yet pronounced, and early responses must seize a critical window