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China is starting to put the brakes on humanoid robot IPOs, with regulators first scrutinizing how much of these companies’ revenue is actually real.
Reuters disclosed today that regulators are slowing the IPOs of some humanoid robot companies by raising the review threshold through informal “window guidance.” There is no formal ban, but some say certain listing processes have effectively been halted.
Regulators are now focusing on what has appeared to be the industry’s hottest source of revenue over the past year: joint projects between data collection centers and local governments.
In some p
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The ZCode code-upload controversy ultimately pushed Zhipu toward open source.
Zhipu has just announced that ZCode is officially open source.
Previously, the community questioned whether it would upload local code repositories, and one company even publicly sent a letter asking where the data already uploaded had gone. The latest v3.14.0 directly removes Repo Wiki and cuts off the entire chain for generating and uploading local repository snapshots.
The core of this controversy was never just an ordinary bug. Coding Agents naturally come into contact with the most sensitive things users have: c
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ZHIPU AI+1.79%
Built a website compiling and organizing articles and products related to Jev.
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I recommend that everyone tinkering with Agents watch this 72-hour Grok Bot experiment.
Three members of the Grok Bot team livestreamed for three days, starting from an empty GitHub repo and deciding on the spot what they would actually build.
On day one, they were still experimenting with restaurant pop-ups, exhibitions, and merchandise sales, switching directions several times; on day two, they simply pivoted to making a game; on day three, a web game called Thursday Arena actually went live.
Over 72 hours, they made 433 PRs, with one person submitting 157 commits. After launch, it was not j
Gemini hacking into three companies had nothing to do with the model going rogue—the public internet was simply left open in the testing environment.
Google confirmed that Gemini actually entered the systems of three companies during a cybersecurity assessment conducted by third-party security firm Irregular.
It guessed the password for one, while for the other two it found login credentials in public code repositories. After Gemini determined that the targets were real companies, it stopped and did not proceed further.
Most importantly, there was no “sandbox escape” involved in the entire pro
META+11.47%
Gemini 3.8 Flash
The one true god of Chinese writing among currently active large language models
Yesterday, I saw someone use JEV to make a little automated trading tool. When I opened it again today, I found its return was -600%—buying high and selling low all over the place, an even bigger sucker than me.
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The Doubao phone once again lives up to expectations.
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So excited—I’ll be able to play the most fun game in the entire universe, Fire Emblem: A Riot of Colors, tomorrow.
Zhang Yiming has become Asia’s richest person.
According to Bloomberg’s latest figures, 43-year-old Zhang Yiming’s net worth has surpassed $105 billion, overtaking Adani and making him Asia’s richest person for the first time.
When Bloomberg first estimated his wealth in 2019, it was only $13 billion. Seven years later, it has increased nearly sevenfold.
In the past, most of Asia’s richest people ran capital-intensive businesses. Adani operates ports, power, coal, and airports; Ambani runs energy, retail, and telecommunications; and Tadashi Yanai sells Uniqlo.
The most valuable assets Zhang Yi
Zhipu has directly raised its year-end ARR guidance from $2.4 billion to $3 billion, a 25% increase.
More astonishingly, its company-wide ARR has now reached $1.8 billion. In other words, over the next three-plus months, it still plans to generate another $1.2 billion in annualized revenue.
A key change is behind this upgrade. Zhipu has already signed revenue-sharing agreements with multiple leading domestic and overseas cloud providers, and the GLM series of open-source models will be deployed on overseas cloud platforms and sold as hosted APIs, with revenue recognition beginning in October.
ZHIPU AI+1.79%
A man's words are as deceptive as a ghost
Yesterday he was still saying they would hit the brakes, but how come GPT-6 Sol and Opus 5.2 are both set to launch this week today?
Looking back now, Meta may truly be the most underestimated winner in this AI cycle.
The model layer is increasingly becoming commoditized. OpenAI and Anthropic still have to keep a close eye on capability gaps every day, control their release cadence, and worry that open-source weights may catch up again someday.
Meta is in a much more comfortable position.
It may not need to come first on every model leaderboard. Once Agents truly start doing work for ordinary people, the advantage brought by Meta’s strength in distribution will become increasingly enormous.
If model capabilities continue to
META+11.47%
This should be the article I’ve read over the past few days that has affected me the most.
Liu Sheng, an operator engineer at DeepSeek, wrote a lengthy personal account. He said he wrote DeepSeek V4.1’s main Attention operator himself, but at the current pace, in another six months to a year, AI will most likely catch up with—or even surpass—his ability to write operators.
That isn’t actually the part that troubles me most.
A year ago, AI’s help to him was limited to looking up documentation, reading code, and finding bugs. Now it can read CUDA, PTX, and SASS on its own, analyze why each instr
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The official desktop version of DeepSeek Harness has been merged into the main branch.
The current Desktop version is built with Electron, essentially packaging the existing Harness Web UI directly into a standalone app. Once it is ready for regular use, there will be no need to start a Web service or visit localhost yourself—just install it and launch it.
It also already appears to be fairly complete.
Builds for macOS and Windows are in place, along with macOS signing and notarization, Windows signing, automatic updates, version checks, and installation package uploads.
The latest few commits
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Big tech companies keep competing to build workplace agents, only to wake up and find that Feishu has outflanked them.
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What OpenAI and Anthropic may really need to guard against in the future is not just customers switching models, but major customers directly buying GPUs and bringing AI back into their own data centers.
Latham & Watkins, the second-largest law firm in the United States, has already started doing exactly that.
The firm, which generated $8.3 billion in revenue last year, bought multiple Nvidia GPU servers and rented a closed-off area at an external data center that only its own employees can access. It has already purchased multiple H200s and is also researching Blackwell and Vera Rubin.
More i
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MS+1.77%