777777devil

Anthropic has recently found itself in a somewhat delicate position: it’s facing an appeal from the U.S. Department of Justice on one hand, while securing a new partnership with a government agency on the other. On October 26, the DOJ filed an appeal seeking to reinstate a government-wide federal ban on Anthropic. The next day, the U.S. GSA announced an expanded partnership, allowing government agencies to use Claude at a 60% discount and pay based on actual usage, with no minimum spend.

Vitalik Buterin posted in support of Kimi 3.1 proactively removing advanced cyberattack capabilities from its training data, arguing that restricting AI use cases is more reasonable than restricting specific users. He warned that, in the face of cybersecurity risks posed by AI, the more important priority right now is to buy time, harden systems, review old code, and formally verify new code. Vitalik is also concerned that if the initial AI

As a new week begins, markets are focused on the Fed’s decision, U.S. economic data, and earnings from tech giants. The Fed will announce its rate decision early Thursday morning, followed by the release of U.S. third-quarter GDP, September PCE, and other data. On the earnings front, Microsoft, Alphabet, and Amazon will report results in succession, while Intel, Samsung Electronics, and SK Hynix will also release earnings. Last week, AI

The Ministry of Industry and Information Technology and seven other departments issued the 15th Five-Year Plan for Enhancing Industrial Foundational Capabilities, explicitly calling for AI to drive innovation in industrial foundations. This time, the focus is not just on AI technology R&D; it also includes integrating general-purpose and industry-specific large models with industrial scenarios, developing new business models such as “Model as a Service” and “Agent as a Service,” and expanding AI adoption across product R&D, design, production, and operations. In terms of direction, AI

Google Gemini 4 Argon is now available to developers and enterprises worldwide, with paid API access also launching today. Google says the model ranks first on the Vals Index, which covers financial, programming, legal, and tax-related tasks. During the API introductory period, input costs $2 per million tokens and output costs $10; after November 30, the prices will increase to $4 and $20, respectively. From model capabilities to API pricing, AI

Last week, Bitcoin spot ETFs looked a bit ugly. From September 7 to 11, total net outflows amounted to $463 million. ARKB saw the largest outflow, with $234 million leaving over the week; GBTC also recorded outflows of $129 million. On the other hand, MSBT saw net inflows of $19.64 million last week, but that was still far smaller than the outflows mentioned above. Continued outflows from ETFs are definitely not good for BTC in the short term.

Aptos Testnet is about to be reset. Officially, the first state reset is scheduled for October 7. At that time, the Testnet will restart from a brand-new genesis block, and all existing contracts, test accounts, balances, and historical data will be cleared. Developers will need to redeploy. (Telegram) Aptos Testnet has processed more than 10 billion transactions in total, and its storage footprint has continued to grow. AIP-147 plans to control this through periodic resets.

If Anthropic really goes public at this valuation, it could be valued at as much as $2 trillion. The IPO may currently be delayed until mid-October, with the prospectus potentially being made public as early as late September. The goal is to complete the listing before the U.S. midterm elections. In addition, the company is working on a $15 billion revolving credit facility, with Morgan Stanley, Goldman Sachs, JPMorgan Chase, and Citigroup all involved in preparations. If Anthropic

Nvidia’s outlook for next year has already pulled well ahead of Wall Street. CFO Colette Kress said revenue is expected to grow 70% in fiscal 2028, while Wall Street currently expects only 44%. Based on fiscal 2027 revenue of $396 billion, Nvidia could generate approximately $673 billion next year, surpassing Apple and Alphabet in revenue. Jensen Huang also noted that actual demand growth is far higher than 70%, but the supply chain is currently limiting the company’s ability to provide higher guidance.

Stablecoins are gradually moving from “money in trading accounts” into everyday spending. As of August, the cumulative amount loaded onto USDC- and USDT-linked stablecoin cards had reached $13.8 billion, an increase of nearly $10 billion over the past year. USDC remains the primary player, relying more on fintech and payment infrastructure, while USDT is more actively used on exchanges, for remittances, and in emerging markets.

Trump has once again endorsed AI data centers. He said that governors and local governments across the United States should welcome AI data centers because these projects can not only create a large number of construction jobs, but also contribute substantial funding and tax revenue. But the problem is also very real: at present, most Americans do not want data centers built in their own communities. Trump believes the AI industry needs some “public relations help.”

Unitree Technology officially launched on the STAR Market today, surging more than 500% at the opening and surpassing a market capitalization of RMB 350 billion. The prospectus shows that Wang Xingxing directly holds a 21.44% stake and, before the offering, indirectly held an additional 9.54% through an equity incentive platform, bringing his total stake to approximately 30%. Based on the current market capitalization, his Unitree shares are now worth more than RMB 100 billion. Overnight, Wang Xingxing became the richest person born in the 1990s.

Sequoia China is preparing its first U.S. dollar fund since “going independent.” According to people familiar with the matter, Sequoia China is in talks with investors and plans to raise at least $1.2 billion for an early-stage fund, focusing on AI, healthcare, and consumer sectors. It is also considering growth and renminbi funds. Relaunching U.S. dollar fundraising after the split and continuing to increase its investment in the Chinese market is a signal worth watching. #AI #Sequoia China #PrimaryMarket

Mass production of glass substrates has been delayed yet again. Serenity stated that Samsung Electro-Mechanics has postponed the related investment due to bottlenecks in prototype customer reliability testing and pushed back the start of semiconductor glass substrate operations to 2028. SKC had previously postponed its mass production schedule from the second half of 2026 to the first half of 2027, while Samsung pushed its schedule from the second half of 2027 to the first half of 2028.

The PLTR short position held by the “US Stock Big Winner” labeled address is currently approximately 4.8% away from the official liquidation price. The 104 trades previously recorded constitute a continuous round of short additions. Based on the latest official position data, the address holds a short position of 9,383.246 PLTR, with a position value of approximately 1.6226 million official quote units; the mark price converted from the position value is approximately 172.93, while the official liquidation price is 181.259.

The “13-win streak whale” tagged by Hyperbot continued adding to its SPCX short as its unrealized loss expanded.
Over the past 2 hours, the address net-sold 14,781.96 SPCX through 282 trades, increasing its short position to 164,258.3 SPCX. The current position is worth approximately 22.52M official quote units, with an unrealized loss of approximately 2.38M, further expanding from 2.11M about 5 hours ago; the position uses 10x cross margin leverage.