AI / Large Models
Anthropic will turn a profit for the first time in Q2 2026, paying SpaceX $15 billion annually for computing power
SpaceX's prospectus shows that Anthropic is its largest customer, expanding to Colossus2 and using GB200. The profitability milestone may change the funding logic in the AI industry.
OpenAI is preparing to file for an IPO "very soon"
The Wall Street Journal has exclusive news that the time window may be within weeks. This will be one of the largest IPOs in the AI industry.
> Hot Comment: Anthropic is profitable, OpenAI is going public, AI companies are finally starting to prove they are not money-burning black holes.
Qwen will release a new 27B model, community compares performance of various programming agents
Developers compared the performance of GitHub Copilot, Pi, Claude Code, and OpenCode (equipped with Qwen3.6 27B) on the same task, sparking heated discussions in the local deployment community.
Lyft driver exposed for using Gemini AI to fake vehicle damage photos to scam cleaning fees
The photos bore the Gemini watermark, and Lyft has responded to take action. The abuse of AI-generated content is entering everyday life scenarios.
OpenAI claims general reasoning model found a counterexample to the Erdős unit distance conjecture
If validated, this would be a significant breakthrough for AI in pure mathematics. The community is waiting for peer review.
DeepSeek forms Harness team to compete with Claude Code
There is heated discussion on Zhihu about DeepSeek entering the programming agent space, and Harness may become a competitor to the Chinese version of Claude Code.
Cryptocurrency / Web3
SpaceX holds 18,712 bitcoins, valued over $1.45 billion
SEC filings show that SpaceX is a major holder, and the Musk family business provides further evidence of long-term allocation to cryptocurrency assets.
Binance Android app accused of being a "Chinese surveillance toolkit with trading interface"
Reddit users released analysis images, questioning the permissions and data collection practices of the Binance app. Binance has not yet officially responded.
Data analysis: $2.1 billion whale funds flow into Binance and Coinbase, 83% follow the same pattern
Someone tracked 200 whale wallets for 30 days and found that the flow of funds concentrated and was regular before the BTC drop, sparking discussions of market manipulation.
> Hot Comment: There are only a few tricks whales use; they just run ahead of retail investors.
37 banks support euro stablecoin Qivalis, set to launch in 2026
Traditional financial institutions are entering stablecoins as the European banking industry attempts to seize the digital payment lane within a regulatory framework.
CoinMarketCap
Ethereum Foundation security discussions spark community reflection on wallet settings
Topics such as multi-signature, hardware wallets, and social recovery have become focal points, leading users to reassess their asset security plans.
Trump signs executive order requiring the Federal Reserve to explain within 120 days why cryptocurrency cannot access the payment system
This is the first time the Federal Reserve has been required to publicly explain its policy rationale regarding the cryptocurrency industry. The industry expects an improvement in regulatory transparency.
Chips / Hardware
AMD launches Ryzen AI Halo developer platform, $3999 with 128GB memory
Positioned as the "next-generation agent computer," aimed at local AI deployment. The price and configuration target the professional developer market.
Nvidia states it has "basically given up" on the China AI chip market, admits Huawei has dominated
Jensen Huang publicly acknowledged changes in the market landscape for the first time during the earnings call. Huawei's self-developed chip strategy has proven effective.
Midjourney claims using TPU set research back a year, regrets not sticking with Nvidia
The team revealed on Reddit that they encountered severe compatibility and performance issues after migrating to Google's TPU. This serves as a warning for cloud vendors' diversification of computing strategies.
> Hot Comment: TPU saves money but costs lives; sometimes saving a little money ends up costing a lot.
Samsung strike crisis temporarily resolved, salary increased by 6.2%, chip division distributing 10.5% stock bonuses based on performance
The South Korean semiconductor industry avoids large-scale shutdowns, but high salary temptations lead employees to give up overseas studies, raising concerns about talent cultivation in the industry.
Technology Companies
GitHub confirms 3,800 code repositories were breached by malicious VSCode extensions
Attackers used disguised extensions to steal code and credentials. Developers need to review installed extensions and replace keys.
Meta initiates 8,000 layoffs, approximately 10% of total workforce, citing a "shift to AI"
Zuckerberg continues to push for organizational restructuring, making AI strategy the main reason for layoffs.
Microsoft halts SMS verification codes, encourages users to switch to Passkeys
SMS verification is considered unsafe, and Microsoft accelerates the popularization of passwordless authentication. Users need to migrate as soon as possible.
Google releases high-risk exploit code for Chromium, millions of users threatened
The public exploit may be leveraged by hackers; Chrome browser users should update to the latest version immediately.
Aliyun's Chen Yusen reveals MuleRun is an Alibaba product, says window for AI Native transformation is only 18 months
Alibaba has set a clear timeline for its AI transformation internally, conveying a sense of urgency to the industry.
U.S. Stocks
Nvidia quarterly revenue at $81.6 billion, up 85% year-over-year, but shares drop after hours
Despite beating expectations, the market is worried about slowing growth. Jensen Huang mentions accelerated demand, with Vera Rubin's full-cycle supply being restricted.
Nvidia raises dividend by $0.25 per share, Huang personally earns an additional $200 million annually
His ownership stake directly benefits the founder, and the policy adjustment for shareholder returns is gaining attention.
Federal Reserve meeting minutes hawkish: most officials support rate hikes if inflation remains high
Many lean towards removing the dovish language, delaying market expectations for interest rate cuts again.
Finance / Macroeconomics
WTI crude oil plummets 6.87% in a day, Brent crude falls to $106 per barrel
Two Chinese tankers successfully passed through the Strait of Hormuz, while easing tensions in the U.S.-Iran conflict has led to a sharp drop in oil prices. However, Iran threatens that if the U.S. and Israel resume attacks, it will "extend the conflict beyond the region".
Abu Dhabi National Oil Company CEO: Closure of the Strait of Hormuz is the worst supply disruption in history, recovery to 80% flow will take at least 4 months
Global spare capacity is only about 3 million barrels per day, far below the safety line of 5 million barrels per day.
Source: See above
Sweden provides $54 million support to the aviation industry to address rising fuel costs due to war
The chain reaction of war in Iran continues to spread to the European civil aviation industry.
Source: See above
New Products / New Trends
Meituan's fourth-generation drone M-Drone 4L Winch released, capable of aerial hovering and cable lowering without ground landing
Meituan's drone low-altitude flight network officially starts operations, solving the landing difficulties in dense urban areas with the cable lowering version.
Cleveland's Flock camera network used for immigration searches, city claims Flock unexpectedly connected with drones
The expansion of surveillance network raises privacy controversies, as the tech company shifts responsibility to "unintentional connections".
Today's Insights
Anthropic spends $15 billion to buy computing power from SpaceX, which is preparing to go public with bitcoins and customer funds, while OpenAI is also set for an IPO - AI companies are finally moving from "burning money to tell stories" to "proving business models." Meanwhile, in the chip battlefield, Nvidia admits losing the China market, Midjourney regrets using TPU, and AMD launches a $4,000 AI PC - the question of how to properly allocate computing funds and to whom is reshaping the entire power structure of the industry. Rising oil prices, a hawkish Federal Reserve, and Meta's layoffs all remind us: money has become expensive, and the era of storytelling has truly ended.
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