AI / Large Models

DeepSeek V4 Pro Official Version Released, Community Reviews Polarized

DeepSeek released version V4 Pro 0813, available for call on OpenRouter, receiving nearly a thousand likes and over 400 comments on HN, with performance and pricing continuity along the "price butcher" route being the focal point of discussion. Zhihu | Hacker News

Hot Debate: The community is arguing whether DeepSeek is truly powerful or if the open-source benchmarking table has become a new marketing battlefield.

> Sharp Comment: Every time DeepSeek releases a model, OpenAI's API pricing tends to get dragged out and beaten again.

Alibaba Qwen3.8-2.4T Open Source, 2.4T Total Parameters Targeting Inference

HuggingFace has released Qwen3.8-2.4T-A95B, receiving 650 points and over 150 comments on HN, with discussions centered around the sparse MoE architecture and long context capability. HuggingFace | Hacker News

Karpathy: OpenAI Researchers Also Face Career Anxiety

Andrej Karpathy admitted in an interview that internal researchers at OpenAI are also worried about being replaced by AI, with a hot post on Reddit receiving 470 points suggesting that his actual argument is more useful than "doomsday headlines." Reddit

Hot Debate: The community discusses, "If even those who create AGI are anxious, what about ordinary white-collar workers."

> Sharp Comment: If the smartest people in AI are anxious, it may imply that anxiety itself is the last moat for humanity.

Someone Posing as ClaudeBot and Other AI Crawlers Engaging in Large-Scale Vulnerability Scanning

A report from knownagents indicates that scanners disguised as AI bots like ClaudeBot are crawling websites, with HN receiving 284 points and 215 comments discussing how to distinguish between real and fake AI crawlers. Hacker News

The White House Plans to Include Open AI Models in Secret Pre-Release Security Testing Framework

A hot post on Reddit claims that the White House is preparing to include open weight models in government secret security reviews, sparking concern in the AI community that the advantages of open-source will be slowed by regulations. Reddit

Encryption / Web3

SEC Plans to Create Rules for Tokenized Stocks

Decrypt reports that the SEC will introduce rules for tokenized stocks, shifting regulation from "post-enforcement" to "pre-rule-making," directly affecting issuers like Binance and Securitize. Decrypt

Binance bStocks Surpasses xStocks to Become the Second Largest Tokenized Stock Issuer

Data from Cointelegraph shows that Binance bStocks has exceeded Securitize's xStocks, altering the landscape of the tokenized stock space. Cointelegraph

Andre Cronje: DeFi No Longer Exists, Only On-Chain Finance

The founder of Fantom stated that the term "DeFi" is outdated, and that the current focus is on on-chain finance, with real assets and compliance becoming mainstream. Cointelegraph

Chips / Hardware

Apple Allegedly Testing Longxin Memory Chips for Devices in the Chinese Market

Zhihu's hot list shows a popularity of 970,000 discussing Apple's testing of domestic memory to avoid supply chain risks, which, if true, would mark a historic entry of Chinese storage chips into the iPhone supply chain. Zhihu

> Sharp Comment: Apple says it doesn't want it, but is already testing Longxin, Cook's supply chain politics is always more interesting than launch events.

Philadelphia Semiconductor Index Set to Return to Technical Bull Market

The Financial Association reports that the Philly index has rebounded nearly 20% from its lows, with Wall Street beginning discussions on whether the AI chip cycle has bottomed out. Financial Association

AI "Revolving Financing" Increasingly Relies on How Long Nvidia GPUs Can Maintain Value

The Financial Association points out that AI companies' collateral financing is based on Nvidia GPUs, and once GPUs depreciate, it will trigger a chain reaction. Financial Association

Technology Companies

Twitch Defaults to Allow Amazon to Train AI Using Streamer Content

Both TechCrunch and Decrypt report that Twitch has set AI training as the default, requiring streamers to opt out manually, with the community generally dissatisfied saying "no one would opt in voluntarily." TechCrunch | Decrypt

Xiaomi Executive Responds to User's "Memory Too Expensive," Smartphone Costs Continue to Squeeze

After the release of the new Redmi products, a Xiaomi executive stated that memory costs are too high, garnering 1.5 million points of discussion on Zhihu about how profits in the smartphone industry are being consumed by upstream storage. Zhihu

US Stock Market

Coherent's Performance Exceeds Expectations but Stock Price Plummets Post-Market

Optical communication giant Coherent's new fiscal year guidance is strong, but the stock price still fell post-market, with Wall Street reports claiming that market sentiments are "maxed out" on the good news. Wall Street News

Cerebras' Second Financial Report After Listing Causes Stock Price to Drop 14%

AI chip company Cerebras' financial report fell short of expectations, resulting in a 14% drop in stock price as the market begins to reevaluate its high valuation. CNBC

Finance / Macroeconomics

A Shares Open High but Plummet Near Market Close, What Happened

Zhihu's hot list shows a popularity of 1.53 million discussing the sudden drop after the market opened high, focusing on profit-taking exits and quantitative trading. Zhihu

Global Oil Reserves Rapidly Depleting, Stalemate in the Strait of Hormuz Unresolved

CNN reports that global oil inventories are rapidly declining, and the flow through the Strait of Hormuz remains sluggish, with oil prices and inflation pressures likely to resurface. CNN

New Products / New Trends

China Creates Drones from Bamboo

Zhihu has 2.34 million discussions on the significance of bamboo-made drones for aviation materials and low-cost manufacturing. Zhihu

Today's Underline

Today's news points to one thing: the costs of AI are starting to transmit from the model layer to the physical world. Karpathy mentions OpenAI researchers' anxiety, Xiaomi complains about expensive memory, AI financing bets on the value retention of Nvidia GPUs, while the depletion of oil reserves is driving up energy costs. When the marginal cost of AI is no longer resolved solely by lowering token prices, supply chains and energy become the real ceiling.