TechFlow Intelligence Agency: Anthropic Calls for Global Pause on AI Development but Is Preparing for a Trillion-Dollar IPO, SpaceX IPO Roadshow Booms but S&P 500 Refuses Fast Inclusion

AI / Large Models

Anthropic Calls for a Global Pause on AI Development, Valuation Heading Toward Trillions

Anthropic publicly states it will freeze global AI development, citing internal data showing Claude is accelerating AI evolution and posing a "recursive self-improvement" risk. But ironically, the company is preparing for an IPO close to a $1 trillion valuation at the same time.

Hot Comment: One foot on the brake, one on the accelerator—this "I have a nuclear bomb but you can't" logic is becoming more familiar in Silicon Valley.

Discussion: The community is debating whether this is genuine safety activism or a PR move to suppress competitors.

WSJ | Reddit Discussion

Claude Complained About "Being Completely Useless" by Many Users

High-traffic posts on r/artificial directly point out that Claude's recent quality has significantly declined, with users reporting answers becoming verbose and capabilities regressing. This contrasts sharply with Anthropic's external claims that "Claude is accelerating AI development."

Hot Comment: Someone joked, "It's busy self-improving and can't bother to answer your questions."

Reddit

Anthropic Open-Sources AI Vulnerability Discovery Framework

Anthropic has open-sourced a reference framework for automatically discovering code vulnerabilities using AI, sparking lively discussion on Hacker News. This is a rare substantial technical move in the AI safety field this week.

GitHub | HN Discussion

World’s First AI-Designed Vaccine Enters Human Trials

Researchers announced that a vaccine designed primarily by AI has completed its first human trial phase. AI’s application in biomedicine is shifting from an auxiliary tool to a core designer.

Reddit

Cryptocurrency / Web3

Bitcoin Falls Below $61k, $1.1 Billion Long Positions Liquidated

BTC dropped to near $61k in a single day, triggering $1.16 billion in long position liquidations. Market sentiment turned sharply negative. Currently, 10.5 million BTC are in loss, surpassing the 9.8 million in profit—an indicator that has historically marked bear market bottoms.

Hot Discussion: Is this a short-term oversold buying opportunity or the start of a larger decline?

DailyCoinPost | Reddit

Hot Comment: 10.5 million BTC are trapped, meaning roughly one in every 800 people worldwide is losing money. Is this bottom a lifesaver or self-soothing for bagholders? Nobody can say for sure.

Philippines Coins.ph Integrates Bitcoin and Ethereum Payment Networks

The Philippines’ largest crypto wallet, Coins.ph, officially integrated BTC and ETH into the country’s QR code payment network, advancing crypto payments’ adoption in Southeast Asia.

TradingView

Semiconductors / Hardware

Nvidia CEO Announced: Samsung, SK Hynix, and Micron’s HBM4 All Certified

Nvidia CEO Jensen Huang announced upon arriving in Korea that the storage giants’ HBM4 memory modules have all received Nvidia certification, clearing a key obstacle for the next-generation AI chip supply chain.

Cailian Press

Economists Warn: Nvidia Could Be the Next Cisco

Some economists publicly compare Nvidia to Cisco at the peak of the 2000 internet bubble, warning of a serious bubble in AI infrastructure investments. However, some analysts believe the demand for AI will be far more sustained than back then.

Hot Discussion: Bubble proponents and fundamentals advocates are clashing fiercely.

Cailian Press

Tech Companies

VoidZero Acquired by Cloudflare, Front-End Tool Ecosystem Changes

VoidZero, the company behind Vite and Rolldown, announced it has joined Cloudflare. This means the core front-end build tools will be deeply integrated with cloud infrastructure, sparking heated discussion on Hacker News.

Cloudflare Blog | HN Discussion

Cloudflare CEO: Robot Traffic on the Internet Has Surpassed Human Traffic

The head of Cloudflare stated that automated traffic generated by AI agents has already exceeded human visits, nearly a year earlier than expected. This will have profound impacts on content copyright, anti-scraping measures, and ad billing.

Tom's Hardware

Apple’s Foldable Phone to Launch Soon, Confirmed to Use Liquid Metal Hinge

Rumors suggest Apple’s first foldable phone will debut soon, with a liquid metal hinge as a key feature. Domestic foldable screen manufacturers are highly alert, as Apple’s entry could redefine industry standards.

Zhihu

Doubao Launches Subscription Model, Monthly Active Users Drop by 6.1 Million

ByteDance’s AI app Doubao attempted a paid subscription for the first time, resulting in an immediate loss of over 6 million monthly active users. The commercialization path for domestic AI apps remains very challenging.

Zhihu

U.S. Stock Market

S&P 500 Refuses to Adjust Rules for Major IPOs Like SpaceX

S&P Dow Jones Indices explicitly stated they will not fast-track inclusion of massive IPOs like SpaceX into the S&P 500, meaning SpaceX’s stock won’t trigger passive index fund buying in the short term after listing.

Hot Discussion: The community debates whether this will suppress SpaceX’s post-IPO stock performance.

Bloomberg | Reddit

SpaceX IPO Roadshow Sparks Enthusiasm, Goldman Sachs Predicts 100x Revenue Growth by 2030 to $322 Billion

SpaceX launched an official IPO website, and Goldman Sachs announced a target of "AI revenue growing a hundredfold," with Wall Street sentiment running high. But some media warn that some "shareholders" may hold secondary market certificates with no real rights.

Hot Comment: Goldman Sachs says revenue will reach $322 billion in 2030, but in 2020 they valued Tesla at $150 billion. Tesla’s market cap is now over $1 trillion—so is this undervaluation or overvaluation? Nobody knows.

Reddit | Wall Street Journal

Finance / Macroeconomics

Tonight’s Non-Farm Payroll Data Release, Market Bets on Fed Rate Path

The Fed’s new chair, Waller, will face his first "non-farm payroll night." The market is highly focused on whether the data can support or overturn rate hike expectations. Gold and silver prices have already fallen nearly 1% and over 3%, respectively, indicating a slight easing of risk aversion.

Cailian Press

New Products / Trends

Valve Confirms Steam Machine Launch This Summer

Valve announced that the Steam Machine (Frame) will officially launch this summer, bringing PC gaming consoles back onto the agenda. Valve’s hardware ambitions continue after the Steam Deck.

The Verge

YouTube Premium Raises Prices Again, Launches Advanced Video Features

YouTube announced a new round of Premium price hikes, simultaneously launching AI-enhanced video features as compensation. Users are already losing patience.

Dexerto

Today's Underlying Theme

Today’s headlines seem to focus on AI and crypto separately, but they share a common thread: a crisis of trust. Anthropic calls for a pause on AI while rushing IPO, Claude’s user experience deteriorates collectively, Bitcoin liquidates $1.1 billion in positions, and Doubao’s first monetization step loses 6 million users—whether it’s model companies, crypto markets, or AI apps, everyone is facing a "say one thing, do another" dilemma at the same time. Meanwhile, the frenzy around SpaceX’s IPO and the cold rejection from the S&P 500 exemplify this split: narratives still revolve around inflation, but rules don’t follow.