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Sleepy0x13

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On a whim, I asked Claude Code to help me research the conflicts of interest between Anthropic and Jensen Huang, and got my account banned
A roundup of the hearings, briefings, investigations, and internal meetings that Jensen Huang and Nvidia will face next:
November 17 | White House, Department of Commerce, Department of State: Document preservation deadline
Senators Warren and Coons are asking the three parties to confirm in writing that they will preserve records related to Nvidia's chip exports to China, Jensen Huang's dealings with Trump, the Megaspeed investigation, and other matters, and to brief Congress.
November 17 | Nvidia: Quarterly earnings call
The first earnings call since Jensen Huang's departure. The new managem
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ByteDance may be the company in China that understands traffic best, but Zhang Yiming has now realized that traffic doesn’t necessarily translate into intelligence.
According to Bloomberg, Zhang Yiming recently admitted at an all-hands meeting at Seed that ByteDance may not be able to compete head-on with OpenAI and Anthropic in frontier AI until 2029–2030 at the earliest. Even more painful, Seed’s pretraining data scale is several orders of magnitude smaller than its rivals’.
It’s worth thinking about. Doubao is already the AI chat app with the most users in China, and Seedance is also highly
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Silicon Valley’s moral standards for a person seem to be inversely proportional to their net worth.
Jensen Huang is still embroiled in controversy, yet ZeroHedge called on Musk to poach him, and Musk replied, “It would be my honor.”
I find this reaction quite repulsive.
When ordinary people break trust, it’s a sign of bad character; when top billionaires do it, their virtues supposedly outweigh their flaws.
Silicon Valley talks about integrity, responsibility, and values every day, but when it comes to people with real power and influence, these things suddenly don’t matter.
Society isn’t beco
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What? You mean Anthropic pushed the boundaries of intelligence again, while OpenAI released a polished Game Boy knockoff?
Jensen Huang’s move feels a bit like sacrificing the rook to save the king.
Rather than let people suspect he had been infiltrated by Chinese spies, he might as well admit to an affair first and steer the story as much as possible toward a private-life scandal.
After all, an affair might only shatter his public image, while espionage allegations could cost him his CEO job altogether.
And the Nvidia board’s statement was interesting too: the focus was on investigating whether Jensen Huang had become a “target” of foreign intelligence operations.
That wording is very subtle: it immediately casts
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The last moat humans have left—“taste”—may soon be impossible to defend.
An ongoing experiment found that Claude Opus 5.5 has already outperformed about 98% of participants at judging which content is more likely to attract clicks.
The experiment comes from Clickhunt Lab. Researchers showed people thumbnails and titles from different YouTube videos and asked humans and AI separately to judge which combinations would better attract unfamiliar viewers, then evaluated performance based on human voting data accumulated by the platform.
As of November 7, the percentages of human participants able t
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The 17 new unicorns minted by YC this year are almost all AI companies.
Y Combinator announced a list of 17 new unicorns that became unicorns between January and October 2026, and a few interesting signals stand out:
The most valuable is AfterQuery, an AI training data company, valued at $3.2 billion; next is Angle Health, which provides AI healthcare benefits, at $2.7 billion; and Corgi, an AI-native insurance company, has reached $2.6 billion.
More notably, the list includes not only AI application generation platforms like Emergent and AI search infrastructure like Exa, but also AI Agent co
I heard the US Democratic Party is getting ready to put the brakes on AI development.
AI talent from Silicon Valley is welcome to come develop in China. We Chinese can be pretty weird sometimes, but we're still very enthusiastic about AI development.
I suggest US AI talent move to China immediately.
Looks like the rise of the East and the decline of the West have finally become reality in the field of Scaling Law.
Make AI Great Again 🇨🇳
miHoYo is making another AI gamble worth 100 billion yuan.
According to 36Kr, Liu Wei previously revealed that miHoYo plans to invest up to 100 billion yuan in AI over the next three years, focusing on exploring large models, AI NPCs, and personalized gaming experiences.
At the same time, its core gaming business is under pressure. In 2025, estimated revenue from Genshin Impact and Honkai: Star Rail on iOS in China fell 37% and 43% year over year, respectively.
Interestingly, miHoYo may be one of the few companies with both the money to train large models and a complete virtual world where AI
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It seems there’s no safe place in the crypto industry
But it also depends on how you define safety
If they can fully compensate users after a theft, isn’t that also a kind of safety
Anthropic could make its prospectus public as soon as today. The company has already committed to spending at least $518 billion over the next decade on cloud services, compute and infrastructure, yet is still seeking a $1.5 trillion valuation.
The Information reports that Anthropic could make its S-1 filing public as early as October 26, U.S. time, with a goal of officially going public in mid-November.
The financial figures leaked earlier were already staggering. Third-quarter revenue this year was $16.8 billion, 3.6 times its revenue for all of last year. But its net loss in the first half
An AI movie scored three consecutive limit-up days in the stock market before its release, but grossed only 1.182 million yuan in its first four days in theaters.
Bona Film Group took part in producing a sci-fi animated film called Sanxingdui: Tales of the Future, billed as the first domestic AI-produced feature-length theatrical film to receive a Dragon Seal.
To complete the 100-minute film, the team spent two years on it, with nearly 100 people involved in production, generating more than 1.2 million background images and iterating on the full film over a hundred times.
On September 27, the
I recently saw an interview in The Intellectual with Fields Medalist Deng Yu, and there was one thing he said that I especially agree with:
“For AI companies, you can’t openly distill the internet literature and knowledge of all humanity when you’re the only one doing it; in fact, no one wants to distill you. People just want to understand the chain of thought, and then you decide they want to distill you and start saying this isn’t allowed, that isn’t allowed.”
Over the past few years, these companies have scraped vast amounts of human knowledge from the internet, including papers, books, cod
Today, the entire world may be running on piles of shit humans left behind over the past few decades.
The core systems of banks, government IT infrastructure, and outdated software inside large companies—much of this code has been running for decades. The documentation is long gone, the original developers have retired, and new engineers don’t dare touch it, so they can only keep layering patches on top.
Human Slop has been around for decades, and a considerable amount of it still supports the normal functioning of modern society.
Character AI went bankrupt. Disney is willing to spend $180 million to retain its employees, but only $20 million for the technology. As for the entire platform and its tens of millions of users, Disney has no interest in them at all.
The bankruptcy court documents recently revealed contain some fascinating details.
Disney made offers to all 66 Character AI employees. Fifty-six have already left, while the remaining 10 are still waiting for their work visas to be adjusted.
To retain this group, Disney expects to invest $180 million over the next three years, including salaries, stock incentive
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The most useful episode of personal agent
But I only thought of using it this way right before leaving—still not AI Native enough
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DeepSeek V4.1 Flash-1017, updated today, officially posted a DeepSWE score of 77.0, surpassing Opus 5’s 74.0 and GPT-5.6 Sol’s 73.0; it scored 60.5 on Automation-Bench, while Opus 5 managed only 50.3; on Agents’ Last Exam, it was also ahead at 35.4 versus 28.6.
The key point is that this is still Flash: API pricing has not increased, while task completion time and output length have declined further. Of course, it still lags behind Opus on some complex reasoning tests, but on Agent tasks, the advantage of flagship models is no longer as solid.
I think one particularly noteworthy aspect of this
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Huang is once again restoring the market’s faith.
Recently, AI chip and data center stocks have faced a collective sell-off, and the market has begun to worry about the debt burden and financing costs of AI infrastructure. Jensen Huang continued to rally everyone in Europe, saying that the current market turbulence will eventually pass, AI will transform every industry and every country, and we are still at the starting point of this revolution.
However, what Wall Street is worried about now and the question Jensen Huang answered are no longer entirely the same.
The market has not suddenly dec
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I guess I’ve figured it out: the first function this latest wave of Personal Agents has successfully implemented is charging my credit card.
With all kinds of Personal Agents launching one after another lately, I originally wanted to try them out individually. But 26 personal assistants and related Agent products from China and abroad each offered a paid tier, putting the first-month budget at roughly RMB 4,300-plus.
Of course, some products offer free trials. The 4,000-plus yuan is the cost of purchasing all the paid tiers. But I really can’t understand it: what makes these products think the
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