index.html Daily editorial coverage of frontier AI research, foundation models, and the industry shifts reshaping artificial intelligence. en-us Sat, 10 Oct 2026 19:00:00 +0800 articles/4d-world-model-on-phone.html A native 4D world model now ships in a consumer mobile app. The architecture is interesting; the cost economics may be more important. World Models Sun, 05 Oct 2026 14:58:00 +0800 articles/4d-world-model-on-phone.html articles/gpt-6-50-percent-faster.html A 50% inference speedup lands across GPT-6 Astra and GPT-6.1 Sol, but the underlying economics tell a more complicated story. Models Mon, 06 Oct 2026 07:58:00 +0800 articles/gpt-6-50-percent-faster.html articles/openai-722-math-discoveries.html OpenAI released 722 mathematical manuscripts across 372 problem families, reigniting a serious fight over how AI research should be published. AI Research Wed, 07 Oct 2026 09:15:00 +0800 articles/openai-722-math-discoveries.html articles/mathematics-graduates.html A long essay argues that AI has turned mathematics from a craft of lonely geniuses into industrial infrastructure. The reception has been complicated. AI Research Mon, 06 Oct 2026 12:55:00 +0800 articles/mathematics-graduates.html articles/claude-chinese-launch.html Anthropic's Claude has rolled out Simplified and Traditional Chinese interface options. The country list on the checkout page also briefly surfaced China. The official supported-region list has not changed. Products Wed, 07 Oct 2026 00:01:00 +0800 articles/claude-chinese-launch.html articles/google-nano-banana-2-1.html Google shipped Nano Banana 2.1, a Flash-tier image generation and editing model with masked local editing, multi-reference consistency, and 4K output at half the per-image price of the previous generation. Models Wed, 07 Oct 2026 12:55:00 +0800 articles/google-nano-banana-2-1.html articles/alibaba-ai-five-year-roadmap.html Joe Tsai laid out Alibaba's full-stack AI strategy at the Wave by Vento 2026 summit, then turned to Europe and to the US-China AI contest. Industry Thu, 08 Oct 2026 17:55:00 +0800 articles/alibaba-ai-five-year-roadmap.html articles/openai-anthropic-sibling-rivalry.html A new long-form reconstruction reveals the personal and procedural reasons the world's most consequential AI rivalry became personal. Industry Wed, 01 Oct 2026 14:00:00 +0800 articles/openai-anthropic-sibling-rivalry.html articles/anthropic-ipo-150-billion-valuation.html New Constructs says Anthropic's IPO target is detached from financial reality. The reverse-DCF math, the warning signs, and the WeWork parallel. Markets Thu, 08 Oct 2026 16:46:00 +0800 articles/anthropic-ipo-150-billion-valuation.html articles/musk-national-medal-of-science.html Trump called Musk 'the Edison of our age.' The other winners — Huang, Su, Nadella, Brin, Dell — were just as interesting. Industry Fri, 09 Oct 2026 17:41:00 +0800 articles/musk-national-medal-of-science.html articles/huawei-ai-chip-playbook.html Huawei's full-stack strategy is no longer about chasing Nvidia. It is about building an alternative compute system. Industry Thu, 08 Oct 2026 15:27:00 +0800 articles/huawei-ai-chip-playbook.html articles/grok-bot-routes-to-opus-5-5.html A free tier, dynamic model routing, native X access, and a WeChat bridge. Inside Musk's latest agent play. Products Fri, 09 Oct 2026 06:09:00 +0800 articles/grok-bot-routes-to-opus-5-5.html articles/us-ai-bond-dollar-tsunami.html AI stocks absorb the world's risk capital. US Treasuries absorb the world's safe capital. The two together form a layered siphon that may already be at its limit. Markets Wed, 07 Oct 2026 19:29:00 +0800 articles/us-ai-bond-dollar-tsunami.html articles/math-apocalypse-aaronson.html Scott Aaronson called it 'the end of math.' Yann LeCun called it 'a new continent.' Inside the dispute over OpenAI's 722-manuscript dump. AI Research Sat, 10 Oct 2026 08:55:00 +0800 articles/math-apocalypse-aaronson.html articles/five-paradoxes-of-ai.html Prediction, employment, productivity, data value, and the industrial-revolution framing. Each is more stubborn than it looks. AI Research Wed, 20 Aug 2026 16:30:00 +0800 articles/five-paradoxes-of-ai.html articles/spacex-40-billion-ai-chips.html Most of the chips go to ground data centres. Some go to satellites. The thesis is audacious. The debt is real. Industry Thu, 08 Oct 2026 21:54:00 +0800 articles/spacex-40-billion-ai-chips.html articles/anthropic-abuse-claude-ban.html Anthropic's new usage policy makes sustained abuse of Claude a bannable offence. Claude itself can now end the conversation. The Vatican disagrees. Products Fri, 09 Oct 2026 08:09:00 +0800 articles/anthropic-abuse-claude-ban.html articles/us-si-china-fi-divergence.html The US is racing for super intelligence. China is building fusion intelligence. The difference is whether AI is a subject or a partner. Industry Wed, 07 Oct 2026 06:07:00 +0800 articles/us-si-china-fi-divergence.html articles/anthropic-ipo-customer-concentration.html Two anonymous buyers. Three cloud vendors that are also investors, competitors, and customers. Five hundred billion dollars of locked-in compute. Markets Wed, 01 Oct 2026 14:00:00 +0800 articles/anthropic-ipo-customer-concentration.html