AI / Large Models
Zuckerberg Acknowledges AI Entity Development Progress is Below Expectations in Internal Meeting
Meta's stock price fell by 5%, with the CEO stating in an internal meeting that the development speed of AI entities is below target, marking yet another blow to the "AI monetization story" this year.
Alibaba to Fully Ban Claude Code Internally Due to Backdoor Risks
Reuters cites sources saying that Alibaba will ban Anthropic's Claude Code product internally due to potential security risks, marking the latest case in the trust crisis of AI tools between China and the US.
Hot Discussion: A Zhihu topic attracts over 2 million views, focusing on code review capabilities and supply chain security.
Independent Benchmarking Shows Significant Performance Drop After Claude Fable 5 Relaunch
Community testing data shows clear regressions in multiple metrics of the new version, reigniting the debate about whether models become "dumber" with each update.
OpenAI Reportedly in Talks with Trump Administration for 5% Equity
CNN cites FT reports stating that OpenAI is considering offering a small stake to the Trump administration, potentially signaling technology companies' goodwill towards the new government.
> Hot Comment: The narrative of AI companies this year has shifted from "changing the world" to "changing shareholder structure".
Open Source Project claude-real-video Allows Any LLM to "See" Video
A new GitHub project enables models that do not natively support video understanding to analyze video content through frame extraction and context management.
Anthropic Reportedly Negotiating Customized AI Chips with Samsung
Reports say that Anthropic is seeking customized solutions at the chip level, potentially reducing dependence on Nvidia.
Crypto / Web3
South Korean Exchanges Upbit and Bithumb Launch Metaplex (MPLX) and Nexus (NEX) Simultaneously
The two major exchanges opened trading pairs with KRW, BTC, and USDT on the same day, with market capitalizations of $10.8 million and $110.6 million respectively.
Taiko's Token Surges 136% After $1.7 Million Cross-Chain Bridge Hack
After the attack, the Taiko team responded quickly and announced a compensation plan, reversing community sentiment and doubling the token price in a short time.
> Hot Comment: Web3's pricing logic: after being hacked, it rises, because "at least someone still cares".
Chips / Hardware
"Big Short" Michael Burry Shorts Micron Technology at $1051.87
Burry openly stated that the US semiconductor sector faces a risk of a 30% correction, with Micron falling by 5.4% on Thursday and the memory chip sector generally under pressure.
SemiAnalysis Refutes "Overcapacity Theory": Meta's Capital Expenditure Next Year Will Be "Surprisingly High"
The industry analysis firm believes that Meta's expansion of computing power greatly exceeds market expectations, with next year's capital expenditure likely to reach a new high.
Nvidia's Technical Guru Switches Jobs, VCSEL Route May Reshape CPO Landscape
Key talent movements in the AI optical interconnect field may alter the competitive landscape of next-generation chip interconnection technologies.
Samsung Starts Q3 DRAM Price Negotiations, Aiming for 20% Price Increase for General DRAM
Storage chip supply tightness continues, with Samsung setting an aggressive price hike target in the new round of negotiations.
Goldman Sachs Outlook for the Second Half: Semiconductors are the "Kings", Tech Giants Continue to Lose Favor
The investment bank report suggests that the market in the second half of the year will be dominated by chip manufacturers rather than cloud service and software companies.
Technology Companies
Deputy Director of the National Development and Reform Commission Leads Team to Research Xiaomi Group
The official research attracted 2.58 million views, and the market interprets it as a signal of policy-level attention to the pricing strategies of new energy vehicle companies.
Sony's Austria Disc Factory Begins Transformation to Produce Microlenses
The PlayStation disc production line officially exits history, with facilities now being used to produce optical components.
Sony Deletes Purchased Digital Content from User Libraries, Reminding Users "What You Buy is Not Ownership"
Users discovered previously purchased digital games and movies were removed, sparking disputes over digital content ownership.
US Stocks
US Stocks Close Thursday: Dow Continues to Reach New Highs, Nasdaq Falls 0.8%, Chip Stocks Plummet
The Dow rose by 1.1%, but the Nasdaq fell due to a drag from chip stocks, with SanDisk plummeting 14%, Micron down by 5.4%, and Seagate and Western Digital down about 10%. Apple rose against the trend by 4.8%, while Meta dropped nearly 5%.
Finance / Macro
Spot Gold Violently Rises Over 2.3% in a Day, Silver Up Nearly 3%
Federal Reserve Chairman Kevin Warsh stated that inflation risks have eased, and a rise in risk aversion drove precious metals higher, with gold at $4165 per ounce.
Hot Discussion: The Zhihu topic "Gold Surge" attracted 1.68 million views, debating whether it is a signal to stop falling.
Iran Warns Tankers Must Use Approved Routes Through the Strait of Hormuz, or Else "Strong Response" Will Follow
Geopolitical tensions escalate as the Washington Post reveals that the US has warned Iran through intermediaries to be cautious of Israeli assassination plans.
Trump on Non-Farm Payroll "Surprise": Warsh Must Do What He Needs to Do, but the FED Board is a Bit Hostile
The former president expressed dissatisfaction with the direction of monetary policy.
Today's Underlying Notes
The "moments of sincerity" of tech giants are concentrated: Zuckerberg admits that AI entity development is below expectations, Meta begins leasing computing power; Alibaba bans Claude Code, OpenAI seeks goodwill from Trump administration. Meanwhile, chip stocks plummet, Burry shorts Micron, and Goldman Sachs favors semiconductors over cloud service providers. These seemingly independent events point to the same issue: the AI narrative for 2024-2025 is shifting from "application explosion" back to "infrastructure solidification"—money is still flowing into computing power and chips, but the monetization story at the application layer cannot be continued for the time being. The market is re-evaluating the question of "when will AI pay off".
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