AI / Large Models
Anthropic CEO Dario Amodei publicly responds to the reason for leaving OpenAI: "Can't trust a person with disturbing and dishonest behavior patterns"
In a recent interview, he candidly spoke for the first time about his departure, a rare public statement amidst internal conflicts in the Silicon Valley AI circle. Heated discussion: The community believes this validates rumors of chaotic internal governance at OpenAI.
OpenAI projected to earn $13 billion in revenue in 2025, but faces up to $38.5 billion in losses
Despite a surge in revenue, uncontrolled costs have led to massive losses, and the path to commercialization continues to face enormous pressure.
Microsoft Copilot exposes "SearchLeak" vulnerability, potentially exposing user emails and two-factor verification codes
Security researchers warn that the vulnerability could be used for data theft, and Microsoft has not yet formally responded.
DeepSeek launches visual model, U.S. delays blacklisting
The U.S. has listed over 100 companies as security risks, but DeepSeek has not yet been included; meanwhile, its web version's "quick mode" thinking chain has undergone significant changes, sparking user discussion.
Reuters | DeepSeek Chat | Zhihu Discussion
Midjourney launches Medical vertical application
Entering the field of medical imaging generation, but compliance and accuracy remain contentious. Heated discussion: 523 comments on Hacker News question the ethical boundaries of AI-generated medical data.
> Hot Comment: OpenAI has lost the equivalent of three and a half Twitter acquisition prices in a year; Sam Altman’s theory that "AGI needs to burn money" is undergoing the market's most brutal stress test.
Cryptocurrency / Web3
Solana becomes the main battlefield for on-chain stock trading, with daily trading volume of tokenized stocks reaching $142 million
Yesterday set a record for the largest daily trading volume of tokenized stocks, 97% of which occurred on Solana. The total trading volume reached $3.1 billion nine days before and after SpaceX ($SPCX) IPO, with Hyperliquid becoming a new venue for pre-IPO price discovery.
Twitter/Buffalu | Twitter/Grayscale
OKX announces RE token's spot trading and converts pre-market futures into standard perpetual contracts
The Korean exchange Upbit has simultaneously listed AERGO as a trading alert project.
Chips / Hardware
AMD quietly removes memory encryption feature from consumer Ryzen CPUs
This security feature was silently deleted in the new AGESA firmware, leaving users unaware they may face vulnerabilities, and AMD engineers remain tight-lipped.
SK Hynix begins supplying next-generation AI memory HBM4E 12-layer stacked samples
The AI chip arms race moves to storage, with TSMC's capacity crisis driving a surge in demand for Samsung's foundry services. Heated discussion: Industry analysts believe DRAM supply chain tightness may last until 2027.
China's first 8.6th generation AMOLED production line started mass production in Chengdu, total investment of 63 billion yuan
The world's first production line of this generation has begun operations, marking China's entry into the high-generation OLED era.
[Financial Association Comprehensive]
Tech Companies
Apple CEO Tim Cook states RAM costs are "unsustainable," iPhones will rise in price
AI capabilities are driving up memory demand, and Apple publicly states it will pass costs onto consumers, a rare advance warning of price increases in recent years.
Xiaomi arrests 4 people over AI rumor case, Xi'an police uncover criminal cases using AI to generate false information
This is the first publicly reported case of AI rumor prosecution in China, marking the start of supervision targeting the abuse of generative AI. Heated discussion: Zhihu has 580,000 views, users are concerned about the legal boundaries of AI-generated rumors.
Massive data breach exposes thousands of sensitive network credentials
Ars Technica reports that this breach has a wide-ranging impact, involving multiple critical infrastructure networks.
U.S. Stocks / Finance
NASA selects Eric Schmidt's rocket company for Mars mission, creating competition with SpaceX
The former Google CEO's aerospace company secures a NASA contract, marking the first direct challenge to SpaceX's monopoly; meanwhile, Sequoia partner Roelof Botha joins the SpaceX board.
Trump defends U.S.-Iran agreement: "Don't want to see economic disaster, don't want to be the Hoover who caused the 1929 crash"
The U.S. and Iran have reached a memorandum of understanding, with Iran agreeing to dilute its enriched uranium stockpile in exchange for sanctions relief; the first batch of Iranian oil has surpassed U.S. blockades to reach the market. However, Republican Senator Bill Cassidy notes that this is the "worst diplomatic blunder in decades." Heated discussion: Markets worry that changes in the Hormuz Strait could shift the global energy landscape.
Wall Street Journal | Financial Association | Twitter/AP
Ukraine strikes Moscow oil refinery twice in a week, Germany sends warships to the Red Sea
Geopolitical risks rise, putting pressure on the crude oil supply chain again; Germany's defense minister states that two navy ships have been dispatched to respond to potential military actions in the Hormuz Strait.
> Hot Comment: Trump doesn't want to be Hoover, but the market has already begun to price him in—from "Make America Great Again" to "Don't let the economy crash again," the narrative downgrade speed of this administration is comparable to DeepSeek's thinking chain.
New Products / New Trends
Open-source version control system Lore released, designed for scalability
On Hacker News, it received 1150 votes and 611 comments, being seen as a potential challenger to Git.
Mother sues to inherit 87 gaming accounts of deceased son, court supports her, platform format clauses found invalid
This is the first successful case of virtual property inheritance reported in China, which could change the account ownership rules in the gaming industry. Heated discussion: Zhihu has 8.64 million views, users are concerned about digital inheritance rights.
The 1.0 complete version of "The Scroll of Taiwu" released, eight years of development finally coming to fruition
The formal version of the representative work of domestic independent games is launched, with 1.28 million discussions on Zhihu regarding its completeness.
Today's Underlying Thread
Apple raises prices due to AI, OpenAI loses money, Copilot vulnerability, AMD removing security feature—the cost of the AI craze is being transmitted from capital markets to consumers and safety bottom lines. Meanwhile, on-chain stock trading breaks records, Trump compromises with Iran to avoid economic collapse, both threads point to the same anxiety: when AI infrastructure costs spiral out of control and geopolitical risks rise, who will foot the bill for this gamble? In today's news, the answer is consumers and taxpayers.
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