AI / Large Models
Kimi K3 open-source model ranks third globally, after Fable 5 and GPT-5.6 Sol
The dark side of the moon launched the 28-trillion-parameter open-source model K3, surpassing Claude Opus 4.8 in the intelligent index rankings, with weights to be released on July 27. This is the first Chinese open-source large model to enter the global top three.
> Hot comment: The domestic large model has finally broken through on both "open source" and "rankings," but the real test is whether the community can get moving after the weight release on the 27th.
Kimi Official | Hacker News | Zhihu
Google renames NotebookLM to Gemini Notebook, fully integrates Gemini ecosystem
Google announced that NotebookLM is officially renamed as Gemini Notebook, becoming part of the Gemini product line and will be deeply integrated with services like Gmail and Drive in the future.
$100 budget AI music video competition: Claude Fable 5 vs. GPT-5.6 Sol
Developers tested the capabilities of two top models to generate music videos with a $100 budget, with Fable 5 excelling in creativity and coherence, while GPT-5.6 Sol was stronger in technical details. The community engaged in heated discussions on cost-effectiveness.
Developer releases Rust version of GPT-Live alternative, can run locally
A developer has implemented a real-time voice interaction tool similar to GPT-Live in Rust, supporting local deployment, and the code has been open-sourced.
Cryptocurrency / Web3
Binance announces the launch of Aerodrome (AERO), marked with a seed label
Aerodrome is a DEX protocol on the Base chain, currently valued at $465 million. Binance has marked it with a "seed label," indicating high risk.
Binance Announcement | Tree of Alpha
Bitcoin ETF sees net inflow for three consecutive days, accumulating $368 million
Institutional funds continue to flow back into Bitcoin spot ETFs, but BTC prices remain below historical cost levels, with over 50% of supply in a loss state.
Chips / Hardware
NVIDIA-supported cloud AI startup Fireworks surpasses $1 billion in annual revenue
Unlike most AI startups with only valuations, Fireworks has achieved $1 billion in real revenue, becoming a key player in NVIDIA's cloud ecosystem.
> Hot comment: Finally, there is an AI company whose "billion dollars" is real revenue instead of valuation; NVIDIA's investment insight remains solid.
A-shares semiconductor sector deeply corrects, Hong Kong stock Zhizhu AI plummets nearly 30%
The chip sector is under pressure across the board, with the ChiNext and Science and Technology Innovation 50 falling over 7%, and Hong Kong stock AI large model concept stock Zhizhu Qingyan dropped nearly 30% in one day.
Tech Companies
Microsoft open-sources Comic Chat, reviving 90's chat room product
Microsoft announced the open-source release of Comic Chat, launched in 1996, a product that showcased chat content in comic form and was popular during the IRC era.
Microsoft Official | Hacker News
San Francisco demands Apple and Google remove AI "nudifying" apps
The San Francisco city government officially requested Apple and Google to delete all applications that generate AI-created nude images from their app stores, citing the promotion of sexual harassment and invasion of privacy.
Xiaomi SU7 crash test rumor blogger sentenced to 1 year and 8 months
Blogger "It was actually Xiangxiang" was sentenced and fined 100,000 yuan for fabricating facts about the Xiaomi SU7 crash test, becoming a typical case of defamation in the auto industry.
Finance / Macro
US-Iran conflict escalates, Iran threatens to blockade the Strait of Hormuz
The Iranian Revolutionary Guard warned that as long as the US continues airstrikes, no oil or gas will be allowed to pass through the Strait of Hormuz for export. This is the latest statement after the US conducted airstrikes on Iranian military targets for the sixth consecutive night.
Hot discussion: 20% of global oil trade passes through Hormuz, if it is truly blocked, oil prices and inflation will immediately spiral out of control.
Brent crude oil rises over $1 in one day, explosions reported in Qatar
Due to the situation in the Middle East, international oil prices surged, with markets worried about energy infrastructure in the Gulf region being attacked. Iran has launched drone attacks against American allies in the Gulf.
Iraq suspends all oil terminal shipments
After the drone collision with a tanker, the crude oil delivery from all oil shipping terminals in Iraq has been suspended, and market concerns about the risk of supply disruptions have intensified.
US retail sales show moderate growth in June, gasoline spending declines drag overall performance
US June retail data fell short of expectations, with consumers significantly reducing spending at gas stations, but core retail remains resilient.
US initial jobless claims drop to 208,000, hitting a two-month low
The labor market continues to show resilience, with unemployment data better than expected, supporting the Federal Reserve's room to maintain high interest rate policies.
New Products / New Trends
SpaceX Starship V3 second launch suddenly aborted after ignition
SpaceX urgently aborted the second launch of Starship V3 at the last moment after ignition, with the specific reason yet to be announced. This marks the second attempt of the V3 version.
Today's Dark Line
The Chinese open-source large model has finally secured third place on the international rankings, but chip stocks are crashing in both A-shares and Hong Kong stocks; meanwhile, the NVIDIA-supported cloud AI company has reported $1 billion in real revenue, proving that the AI infrastructure business can indeed be profitable. In the energy market, the US-Iran confrontation is turning the Strait of Hormuz into a "choke point" for the global economy— the AI computing power arms race and energy supply chain wars are simultaneously reshaping the world order.
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