TechFlow Intelligence Agency: Huawei releases "Tao" Law, semiconductor sector surges; Meta cuts 10% of staff

AI / Large Models

Google DeepMind AI independently solves 9 Eldridge open problems

Out of 353 open mathematical problems, it successfully solved 9, with each problem costing only a few hundred dollars. This is the first time AI has demonstrated practical value in the high-difficulty realm of pure mathematics, and it may change the paradigm of mathematical research.

Source: Reddit r/singularity

DeepSeek Reasonix launches a native programming Agent

Positioned around high cache hit rates and low cost, its performance directly targets commercial models such as Claude. The community is abuzz about whether its reasoning ability can truly remain consistently at a high level in real-world programming.

Source: Hacker News

Research reveals a “constraint decay” problem in LLM Agent backend code generation

The paper points out that large models are prone to losing constraints in complex backend tasks, reducing the usability of generated code. This could be one of the core bottlenecks that makes it difficult for current AI programming tools to fully replace humans.

Source: arXiv | Discussion: Hacker News

Qwen 3.6 27B achieves a 1000 tokens/second generation speed on V100

Testing by the open-source community shows that even older GPUs can deliver extremely high throughput; AMD RDNA3 graphics cards also get native support via hipEngine. The local inference cost-performance arms race has officially begun.

Hot discussion: Community debate over whether NVIDIA is still the only best choice for local LLMs in 2026, as AMD and open-source solutions challenge its monopoly position.

Source: Reddit r/LocalLLaMA

Hot take: Solve Eldridge problems for a few hundred dollars—math folks may want to switch careers to prompt engineering.

Crypto / Web3

Ethereum Foundation to “streamline” and reduce ETH sell-offs

Vitalik Buterin said the foundation will become a “smaller ship,” following large-scale departures of researchers. This is a response to community criticism, and it may also ease selling pressure on ETH.

Source: The Block

CZ “surfing accident” rumor triggers a Meme coin frenzy

The fake news spawned multiple Meme coins with the same name on Solana and BNB Chain, and trading volumes surged. It once again proves how extremely sensitive the crypto market is to celebrity narratives.

Source: BeInCrypto

DeFi collateralized lending pools (HELOC-backed RWA) become a new trend

Real-world assets (RWA) expand from government bonds to home equity loans, accelerating the onboarding of traditional financial products on-chain. However, liquidation mechanisms and legal compliance remain the biggest challenges.

Source: Reddit r/defi

Chips / Hardware

Huawei first proposes the “Tao (τ) Law” to match Moore’s Law

The goal is to achieve 1.4nm-equivalent performance by 2031 through architectural innovation rather than simply advancing process technology. A People’s Daily article said, “China’s definition will rewrite the world,” and the semiconductor sector surged in response.

Source: Wall Street News | Cailian Press

AI chip memory costs now account for nearly two-thirds

Epoch AI data shows that memory has become the largest cost item in AI chips, pushing the industry to shift from compute-first toward memory-optimized architectures. The HBM supply-chain game will become even more intense.

Source: Epoch AI | Discussion: Hacker News

After hitting record highs, stocks of 7 semiconductor companies immediately get sold off; cashes out 12.7 billion yuan

Executives at Chinese semiconductor companies sold shares in concentrated fashion at high stock prices, sparking controversy. The market questions whether this is a signal of distrust in long-term prospects—or just normal financial operations.

Source: Zhihu

Hot take: Moore’s Law is dead, Tao (τ) Law is here— from Silicon Valley to Shenzhen, the right to invent these laws also needs to be localized.

Tech Companies

Meta cuts 10% of staff; Zuckerberg warns “success is not guaranteed”

Amid an 8,000-person layoff wave, some employees proactively applied to be laid off. Meta is accelerating its AI transformation while cutting back on traditional business, and internal morale is tense.

Source: NBC News

Google CEO’s graduation speech met with student boos; he says, “AI’s future is shaped by you”

Sundar Pichai faced protests at a Stanford speech, with students expressing dissatisfaction about AI ethics and job displacement impacts. The PR dilemma for tech giants is becoming increasingly obvious.

Source: Business Insider

Google publicly releases Chromium exploit code; millions of users are threatened

After publishing the exploit before the patch rollout is complete, it drew criticism from the security community. Google says this is a “transparency-first” policy, but the timing has been widely questioned.

Source: Ars Technica

Xiaomi reports fake air conditioner installation; two technicians permanently blacklisted

Faking the “vacuuming” step could significantly reduce an air conditioner’s lifespan. Xiaomi’s firm response shows it values service quality, but whether industry backroom rules can be fully eradicated still remains in doubt.

Source: Zhihu

US Stocks

AMD is expected to hit a market cap shock of $1 trillion, potentially challenging NVIDIA

Reddit investors believe AMD’s growth in market share in the AI chip arena is being underestimated. But NVIDIA’s software ecosystem moat remains the biggest obstacle.

Source: Reddit r/stocks

99% of CEOs expect AI-driven layoffs in the next two years

A survey shows that almost all business leaders plan to use AI to replace some positions. This is not a technology trend—it is a certain business decision.

Hot discussion: Reddit debate shifts from “Will AI take over people’s jobs?” to “Which jobs can survive until 2028?”

Source: Gizmodo

Palantir wins a $3.9 million contract to monitor federal employees

The U.S. government uses Palantir to monitor employees of the U.S. Department of Agriculture, the Social Security Administration, and the Department of Veterans Affairs, sparking privacy concerns. The boundary between tech companies and government surveillance is blurring again.

Source: The American Prospect

BlackBerry draws renewed attention, pivoting to cybersecurity and automotive software

BlackBerry, no longer a phone company, has found a new positioning in IoT security. Reddit investors believe it is severely undervalued.

Source: Reddit r/stocks

Finance / Macroeconomics

WTI crude plunges 6%; reopening of the Strait of Hormuz expected

Trump said the U.S.-Iran negotiations are making “constructive progress,” and oil prices promptly crashed to $90.80 per barrel. Global stock markets are up, but the blockade is expected to continue until an agreement is officially signed.

Source: Barron’s | CNBC

Spot silver rises more than 4%, reaching $78.80 per ounce

Safe-haven sentiment and inflation expectations jointly drive strength in precious metals. Market expectations for a Fed rate cut are heating up.

Source: 6551/macro

Global oil inventories may fall to below 100 days of demand

The blockade of the Strait of Hormuz continues, causing tight supply; markets in Asia and Europe are already near the “bottom of the tank.” Energy security is once again the top priority topic for countries.

Source: Nikkei Asia

Hot take: Cheers as oil prices drop 6%, forgetting the good days of $50 three months ago—this is the 2026 version of the “peace dividend.”

New Products / New Trends

YouTube/podcasts can have hidden instructions embedded that the human ear can’t hear, hijacking AI voice assistants

Cybersecurity research reveals a new type of attack called “auditory prompt injection,” in which users may trigger unauthorized commands without noticing. The AI security boundary is being breached again.

Source: Cybernews

CBS pauses the takedown of pirated uploads of early public television programs featuring Stephen Colbert

After copyright holders faced community protests, they compromised. This reflects a new consensus in the streaming era around protecting “cultural heritage.”

Source: Variety

Today’s dark line

From Google AI solving math problems for a few hundred dollars, to 99% of CEOs planning AI-driven layoffs, to Huawei releasing the “Tao Law” challenging Western chip dominance—today’s news stitches together a clear narrative: the race between AI and chips is no longer just a pure technical issue; it is a comprehensive contest over jobs, geopolitics, and who gets to define “intelligence.” The oil price crash and the U.S.-Iran talks are only side scenes—the real battlefield lies in compute power, the laws, and who will define “intelligence.”