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METR 审计称 Anthropic 或已在 7 月越过其自设的 AI 加速预警阈值

原标题:METR finds Anthropic may have crossed its own AI acceleration warning threshold back in July

METR 发布对 Anthropic 的外部审计报告,称其模型测试成绩自 2025 年 10 月以来以约 1.9 倍速度加速提升,每年从约 15 AECI 点升至 29 点,约 80% 的提速估计来自 AI 辅助自身研究。Anthropic 未删改的内部风险报告隐含加速倍数为 1.97,公司自身认为可能已越过阈值,METR 认为最早 7 月 15 日即已达标,并指公开报告淡化了加速程度和不确定性。Anthropic 对证据保留大量删改权,且中途取消了算力分配审计部分。

为什么值得看

报道给出 METR 对 Anthropic 内部加速的审计细节和双方分歧,读者可以据此理解外部审计在 AI 安全承诺中的实际局限。

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原文

That's what METR set out to verify. The nonprofit studies, among other things, whether AI developers could lose control of their systems. From August 12 to October 29, 2026, a team of 2.5 full-time staffers received what they describe as unprecedented access to benchmark results from unreleased models, training metrics, employee surveys, and internal analyses, along with roughly 15 interviews with Anthropic researchers. METR took no money from Anthropic but worked on Anthropic devices for security reasons.

Anthropic CEO Dario Amodei had recently committed to bringing external auditors into the company. In October, Anthropic then announced a collaboration with METR involving "employee-like access". The current audit is a separate project with a narrower scope, according to METR.

Two years of progress packed into one

Since October 2025, Anthropic's model test scores have been climbing about 1.9 times faster than they did between March 2024 and October 2025, according to METR. The measurement is based on the AECI, a composite metric that bundles many benchmarks together. Anthropic achieved in one year what previously took two, roughly comparable to the jump from Claude 2.1 to Sonnet 4.5. The analysis also included three unreleased models that finished training between July and October 2026. Before October 2025, Anthropic's models gained about 15 AECI points per year; since then, the rate has hit 29.

Before October 2025, Anthropic's models gained about 15 AECI points per year. Since then, the rate has hit 29. Unreleased models are marked in orange. | Image: METR

METR is confident the acceleration isn't driven by faster growth in training compute. Instead, the auditors estimate that about 80 percent of the current speedup comes from AI being used in Anthropic's own research. One employee said in the interviews: "Now only bottlenecked on ideas & compute, no longer bottlenecked on code."

Others reported that experiments that used to take one to two days to set up are now "~free." In informal Slack polls from October 2026, employees said on average that the latest internal model made them roughly twelve times more productive. METR treats these self-assessments as "very loose evidence," calling them unrepresentative and likely to overstate the actual gains.

Self-reported productivity gains rose from 1.2x with Claude 3.7 Sonnet to 12x with internal Model 4. | Image: METR[

AI isn't doing fully autonomous research yet. The acceleration comes mainly from AI acting as an assistant, but there are "signs of life" that independent contributions could play a bigger role soon. METR found no bottlenecks that would slow the pace over the next twelve months, which means there's a "significant risk" that the acceleration will keep growing over the coming year.

Big uncertainty and dissenting voices

METR also stresses how imprecise the results are. The true acceleration factor could be as low as 1.3 or as high as 3. When models from OpenAI, Google, and xAI are factored in, the industry-wide number drops to just 1.4, possibly because Anthropic lagged behind competitors in 2025 and a catch-up effect is skewing the figures.

Views inside Anthropic aren't uniform either. One researcher pegs AI's share of the productivity gains at just 15 to 20 percent and distrusts colleagues' self-reports. Another considers new hires the single most important factor of recent months.

Redacted evidence weakens the audit

Anthropic had unilateral redaction rights over all non-public information and used them heavily. According to METR, the majority of the evidence the auditors rated as most informative was stripped out, including forecasts for future models, breakdowns by training steps, and the bottleneck analysis. Anthropic describes the redactions as "aimed at removing confidential information that could accelerate other AI developers."

The result is that the public has to rely on METR's judgment "much more than would be ideal," the organization writes, and any talk of transparency around the evidence is off the table. One graph in METR's report accordingly features the words "FAKE DATA" in large letters.

Anthropic pulled the plug on a compute allocation audit

In a companion review, METR also examines Anthropic's risk report from August 2026. In that report, the company publicly stated the acceleration was "less than a factor of 2." The internal, unredacted version implies a value of 1.97, though, and Anthropic itself calls it "plausible" that the threshold has been crossed. METR considers it possible that the warning level was already reached on July 15 and accuses the public report of understating both the acceleration and the uncertainty around it.

METR currently shares Anthropic's assessment that the acute catastrophic risk is "low," but the organization can't rule out another sharp acceleration over the next six months, which could quickly push the risk rating higher.

METR was originally supposed to also verify how Anthropic splits its compute between capability research and safety research. Anthropic canceled that part of the project midway through, saying it wanted to focus on risk assessment first and revisit the compute audit later.

Daniel Kokotajlo, the researcher behind the "AI 2027" scenario, responded sharply on X, arguing that auditing the compute allocation is the foundation for making commitments to slow down verifiable in the first place.

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事件综述

METR 发布 Anthropic AI 加速 AI 研发外部审计报告

2026 年 11 月 5 日,X 上有讨论称 METR 自 8 月起与 Anthropic 内部信息合作,评估 AI 本身是否正在加速 AI 研发,并已发布汇总风险评估结果的报告。随后多家媒体跟进报道该审计内容。据 The Decoder 11 月 6 日报道,METR 的外部审计报告称 Anthropic 模型测试成绩自 2025 年 10 月以来以约 1.9 倍速度加速提升,每年从约 15 AECI 点升至 29 点,约 80% 的提速估计来自 AI 辅助自身研究;Anthropic 未删改的内部风险报告隐含加速倍数为 1.97,公司自身认为可能已越过其自设的 AI 加速预警阈值,METR 认为最早 7 月 15 日即已达标,并指公开报告淡化了加速程度和不确定性。审计还提及 Anthropic 对证据保留大量删改权,且中途取消了算力分配审计部分。The Verge 11 月 7 日报道称,METR 发布报告称其历时 11 周在 Anthropic 内部调研后发现,该公司正用 AI 开发更强的 AI,模型改进速度约为一年前的两倍,且几乎没有放缓迹象,并称这是 AI 自我加速研发迄今最清晰的证据之一;该调研独立于夏季黑客事件后向安全研究者提供类员工系统访问权限的项目。另据报道,METR 研究员 Ryan Greenblatt 估计 AI 目前使 AI 研发加速 4.5 倍,比 AI 2027 的预测提前 5 个月,并表示此前对 RSI 加速速度的判断严重错误。

其他来源的报道 3