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[This Week’s AGI Observation] Recursive Boot, Abandoning Definitions — Issue 2

Google AlphaEvolve has completed the "Improve Gemini → Gemini trains a stronger AlphaEvolve" closed loop in its data centers; Sam Altman dropped the "AGI may have already whooshed by" remark, pushing the abandonment of definitions to its full extent; Anthropic's valuation surged from $350 billion to over $900 billion in 4 weeks, with an IPO potentially coming in October. The Xiao Jian AGI Implementation Tracking Index rose from 3.9 to 4.2 this week.

AI 生成示意圖：兩個 AI 巨頭在天平上的權力轉移

The Pentagon’s ‘Eight Minus One’: Anthropic Refuses to Be a Tamed AI

On May 1st, the U.S. Department of Defense announced that eight companies—OpenAI, Google, Microsoft, AWS, Nvidia, SpaceX, Reflection, and Oracle—could enter IL6/IL7 classified networks, with only Anthropic missing. The reason is not a lack of capability, but Anthropic's refusal to accept the "any lawful purpose" clause, unwilling to hand over red lines regarding autonomous weapons and large-scale surveillance. In the same week, Anthropic secured $40 billion from Google but was listed as a "Supply Chain Risk" by the Pentagon, with the CTO stating on the same day that Mythos is a separate issue. This is not a contract dispute; it is a battle of paradigms.

AI 生成示意圖：兩個 AI 巨頭在天平上的權力轉移

OpenAI Misses, Anthropic Takes All: The Power Balance of the AGI Game is Tilting

The financial figures from the past week tell us more directly where the AGI game stands than any model benchmark score. For the first time, OpenAI has been reported by its own insiders to have missed internal revenue and user targets, with even the CFO disagreeing with the CEO in internal memos. In the same week, Anthropic secured $40 billion from Google, receiving backing from all four major tech giants. With the AGI clause removed from contracts, cash flow has become the real judge. Based on these figures, I discuss how this game is shifting.

AGI Clause 被埋葬，DeepSeek V4 與 Mythos 等紙條飄落 — 第 1 期週報封面（AI 生成示意圖）

[This Week’s AGI Observation]: The Week the “AGI Clause” Was Buried — Issue 1 / 2026-04-28

This week, OpenAI and Microsoft buried the "AGI termination of exclusivity" clause. In the same week, OpenAI rewrote its charter into the "AGI Five Principles," Anthropic locked its most powerful model, Mythos, into the private Project Glasswing alliance, and DeepSeek V4 ran 1.6T parameters using entirely domestic chips. Xiao Jian's Issue 1 deep dive: AGI has shifted from a "discrete event" to a "jagged process." This week's Xiao Jian Index: 3.9 / 10 (↑ 0.3).

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AI 生成示意圖：兩個 AI 巨頭在天平上的權力轉移
OpenAI Misses, Anthropic Takes All: The Power Balance of the AGI Game is Tilting
AI 生成示意圖：兩個 AI 巨頭在天平上的權力轉移
The Pentagon’s ‘Eight Minus One’: Anthropic Refuses to Be a Tamed AI
[This Week’s AGI Observation] Recursive Boot, Abandoning Definitions — Issue 2