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[[ AI商业模式跑通成为软件股估值重估的关键分水岭：芒果超媒、Meta因跑通AI路径获资本重定价，金山办公等未跑通者股价承压，B端软件厂商则需业绩验证。 要点 1. C端AI应用跑通模式即获重估 芒果超媒通过《后西游记》跑通AI制作路径，带来内容成本缩减预期，股价大涨；Meta旗下Muse通过抢占流量入口、挤压谷歌搜索等巨头市场，即使业绩尚未兑现，资本市场已提前给予新定价。 2. 未跑通AI商业模式的软件股持续承压 金山办公2026年上半年营收同比增长24.69%，业绩保持增长，但AI Agent商业模式尚未跑通，股价年内跌幅达28.33%，证明资本市场只看AI商业化实质进展，而非传统业绩表现。 3. B端软件股需同时满足模式跑通与业绩验证 赛富时Agentforce ARR超15亿美元、同比增长超240%，ServiceNow AI年度合同价值突破10亿美元，两家公司均靠AI相关财务数据证明企业客户愿意付费，推动估值修复。 4. 国内B端软件厂商尚处验证期 用友等国内厂商通过将AI嵌入企业流程、治理数据语义来落地AI业务，AI相关合同占比从去年18%提升至今年上半年24.3%，但业

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ed. A trusted publisher gets no blanket exemption; a first-party repository can still be stopped. The scanner looks for concrete behaviors: opening a reverse shell, reaching cloud-metadata endpoints or stealing credentials. Studio invokes the gate from its inference, training and export workers. The scan is not a sandbox. Once approved, remote model code runs unconfined as the Studio user. The source notes static patterns can be evaded. The gate already fires on popular models. deepseek-ai/deeps

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i-step jobs. Search and Fetch are free. Asif Razzaq Asif RazzaqWhat Happens When a Trusted Model Repo Changes? Unsloth Studio Re-Checks Before It Runs; Asif RazzaqLiquid AI Releases Open-Weight d1-3B and d1-omni-600M: Multimodal Decision Models With Zero Output Tokens; Asif RazzaqMeta AI Open-Sources Rebalancer: A C++ Assignment Solver That Runs About 40 Million Placement Problems a Day; Asif RazzaqGoogle DeepMind Releases EmbeddingGemma 2, a 740M Open Multimodal Embedding Model Built on Gemma 4

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he end of the decade. The ravenous appetite among hyperscalers for infrastructure continues to grow, with capital spending from the likes of Microsoft, Amazon, Google, Oracle, and Meta expected to hit $780 billion this year, or about five times the amount from just three years ago, they wrote. OEMs understand this and are rolling out datacenter systems aimed at feeding the AI beast. The latest example comes this week, with Hewlett Packard Enterprise unveiling the first of its ProLiant Gen 13 sys

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ame remote GPU, a dispatcher can send three copies of the token's hidden state—one for each expert. A deduplicating dispatcher instead sends the token to that GPU once, along with metadata indicating which local experts should process it. Correlated placement deliberately creates more opportunities for this deduplication. Figure 3: Correlated placement and deduplication. Baseline placement sends the same token to multiple destinations—or multiple times to the same destination. Correlated placeme

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a brand new prompt set to our Music Arenas, consisting of 1,000 prompts (500 per benchmark) curated and balanced across 17 genres, ranging from Classical and Jazz & Blues to EDM, Metal and Reggae. ➤ Each prompt tests song structure, mood, instrumentation or vocal style, with longer, more complex prompts that reflect today's prompting behavior and the emerging capabilities of frontier music models. ➤ Panel votes only: ratings come entirely from blind votes by our recruited evaluator panel. Publi

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AA-Music-Instrumental v1.1 prompt: "Video game boss battle instrumental runs frantic and heroic, with heavy metal influences. A palm muted electric guitar chugs fast under a soaring synth brass melody while double kick drums pound away and low strings stab short and choppy on the downbeats. The mix is loud and dense and bright like a modern game soundtrack, with no vocals anywhere."

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ch, TinyFetch (full pages as markdown, JavaScript included), TinyBrowser for logins and forms, and TinyAgent for multi-step jobs. Search and Fetch are free. Asif Razzaq Asif RazzaqMeta AI Open-Sources Rebalancer: A C++ Assignment Solver That Runs About 40 Million Placement Problems a Day; Asif RazzaqGoogle DeepMind Releases EmbeddingGemma 2, a 740M Open Multimodal Embedding Model Built on Gemma 4; Asif RazzaqMistral AI Releases Mistral Large 4 (Le Chonk): A 1.05T Parameter Multimodal MoE Model;

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complete, making their findings inaccurate,” a spokesperson said in a statement. The report comes amid growing scrutiny of technology designed to maximize young users’ attention. Meta recently agreed to settle for $18 billion in a lawsuit brought by 29 states over claims that its social media platform harms children with addictive features, while state and federal lawmakers have begun targeting similar dynamics in chatbots. The bipartisan CHATBOT Act , introduced this year, specifically calls o

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till works for video, data, and other USB-C connectivity like you’d expect. Microsoft is calling it Magnetic Connect, and I’m surprised the company hasn’t shortened that to Mag-C. Meta’s new AI agent will be getting a native app on Windows, Windows and Surface chief Pavan Davuluri announced at today’s event. No timeline on when, though. Meta launched a Mac Muse app in September . We’re in San Francisco today to hear what’s next for Windows and Surface. Microsoft CEO Satya Nadella, Nvidia CEO Jen

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With Us We’re a lean, talent-dense team of explorers, researchers, and full-stack engineers. We move fast, sweat the details, and operate at frontier scale with a roadmap to build the world’s most powerful AI models. Most importantly, we’re united by the belief that doing this right is the only way to do it at all. If our mission resonates with you, we’d love to talk. Related Stories MAI-Image-2.6 launches at No. 2 on Arena ahead of Google, Meta and xAI Optimizing the frontier performance curve

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tered by the current user User authorization (OBO) API scope: sql:restricted-query The query runs as the user and is limited to read-only SQL queries. Read shared configuration or metadata App authorization App identity permissions The app’s service principal provides consistent access. Run background jobs or maintenance App authorization App identity permissions Background work should not depend on a user session. Perform a user-triggered action on governed data User authorization (OBO) The API

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these meant engineers spent their time on manual coordination instead of resolving issues. The solution: Orion AI Orion AI is a multi-agent system where a coordinating agent (the meta-orchestrator) delegates work to specialized child agents arranged in a hub-and-spoke topology. Engineers interact with it through a web application, asking questions and approving actions in the same place they already coordinate operational work. The agents cover infrastructure monitoring, database diagnostics, d

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a glossary definition, or a document. The underlying system decides which path to take. Three deployments illustrate what that looks like for customers: Bystronic, a global sheet-metal processing specialist, deployed an AI chatbot in 15 minutes, giving employees a way to query real-time operations data and get sourced answers across departments; Lintech International indexed more than 17,000 technical documents in Qlik Answers, cutting manual research time and speeding up response times by 75 p

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ano Banana, and Lyria models, according to Google spokesperson Nia Carter (via The Verge ). Alongside Playground, Google and Unity announced Unity Spark , an AI tool aimed at professional development with access to the Unity Asset Store. Unity CEO Matt Bromberg says Spark targets gamers and artists who have creative ideas but lacked the technical skills to build them. The closed beta is set to launch sometime in 2026. The announcement follows similar AI game-building tools from Meta and Roblox .

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I, Nvidia, and Kakao also support SynthID, and OpenAI maintains its own site for checking content. Apple is said to be adding support soon, too. Google has baked SynthID verification into the Gemini app and Google Chrome. The company said people currently make 1 million requests to verify content every day. Microsoft and Meta have their own standards for watermarking and verifying content. However, these tools are not infallible, often failing to identify content created by their makers’ models.

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, but these tools are only valuable if we can trust them to be completely secure. At this point, establishing trust with an AI assistant seems even harder than relying on a human. Meta recently launched Muse , its all-purpose AI assistant, but users have reason to be wary. A security researcher quickly found a serious vulnerability in Muse after launch, and a recent 404 Media report states that some Meta employees discovered security issues that prompted multiple teams to embark upon a “mad dash

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to maintain. Full reliability for an island is very, very hard, but some labs and hyperscalers have shown that, forced to choose between reliability and speed, they’ll pick speed. Meta has turned to tents with no backup generators, and SemiAnalysis finds buyers growing more willing to accept outages, with some island designs aiming for as little as 99% uptime, or about 88 hours of downtime a year. With GPU time this expensive, that still beats years of waiting, so for many buyers a temporary isl

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design, Hark’s interface is sleeker than an average assistant, but the more interesting factor might be the hardware — a potential wildcard in the AI device race featuring OpenAI, Meta, Apple. QUICK HITS ▸ Patrick set up a malware checkpoint for AI agent add-ons Today’s workflow comes from reader Patrick Illian: “AI agents such as Claude Code, Codex, and Gemini can install skills, plugins, and CLI tools in seconds. That is convenient, but each add-on runs with access to files, passwords, and acc

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g else in tech today Apple CEO John Ternus is reportedly acting as its de facto design chief, working directly with the industrial and interface design teams several times a week. Meta is rolling out Audio Balance and Mono Audio to its smart glasses, alongside broader availability of walking directions and phone-to-glasses location sharing. Nvidia’s stock hit a record high, putting it within reach of becoming the first company worth $6T, Bloomberg reports. Instagram is exploring a Plus-only “rea

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