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TMTPost's Physical AI Vision takes stock of the embodied intelligence sector's shift from the funding frenzy in the first half of the year to the cooling in the second half: 19 funding deals worth 4.934 billion yuan between October 1 and 15, far below the peak monthly figure of 33.98 billion yuan. The article notes that Unitree Robotics' share price fell by more than 63% at its largest drop after listing, that Yinghe Robotics' full-year 2025 revenue was only 4.33 million yuan while its peak valu

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Barbara Engels, a senior economist at the German Economic Institute, argued in an article for heise that when companies evaluate software procurement, they only count licensing, deployment, and training costs, but not the cost of exiting the vendor later, causing dependencies to form without anyone deciding to create them. She suggests breaking dependency costs into three separately accounted items: the bargaining power gained from switching capability, the risk of service interruption or supply

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Stack Overflow's new questions per month have fallen to fewer than 1,000, with only 969 in September 2026, compared with a peak of about 207,000 in March 2014. Community discussion attributes the main cause to overly strict moderation—questions are often hastily closed as duplicates, downvoted without reason, and accepted answers have not been updated for over a decade; after ChatGPT was released in November 2022, question volume halved from about 110,000 to about 50,000 within a year, which is

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At GitHub Universe 2026, held October 28–29, 2026, GitHub announced that Copilot Fusion, which integrates automatic model selection with multi-model collaboration, is now generally available. It can be used in VS Code, the GitHub Copilot app, the CLI, and JetBrains IDEs, and it automatically determines which model to use and which of three execution modes—Single, Cascade, or Critique—to apply, based on three processing tiers: Standard, High, and Max. The desktop GitHub Copilot app is also beginn

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On October 29, 2026, Cursor disclosed that a maliciously tampered version 2.1.313 of the Anthropic.claude-code extension appeared in its VS Code extension Marketplace. The package was not developed by Anthropic and attempts to install a persistent SSH backdoor, affecting up to 5,000 users. This version was downloadable on that day from approximately 2:27 to 13:35 (Pacific Time). It collects host and user information, writes the attacker's SSH public key into authorized keys, and establishes a re

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The Wikimedia Foundation filed a motion on October 29, 2026, with Judge Sidney H. Stein seeking to submit an amicus curiae brief in the OpenAI copyright case; the brief's main text runs 5,831 words and states that it does not take sides with either party. The brief argues that pretraining of ChatGPT's general-purpose large language models constitutes fair use, but that its RAG feature's reproduction and use of content does not constitute fair use and should comply with license terms such as Crea

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XGIMI Jide's AI Memory Glasses G1 and AI Memory Band L1 officially went on sale on October 28. The Band L1 standard edition is priced at 599 yuan, and the Glasses G1 standard edition has a first-release price of 1,299 yuan. The two devices share the XGIMI Jide App and the same AI memory service, recording as soon as they are powered on, and can transcribe daily conversations and automatically generate meeting minutes, to-do items, and life cards. For data management, it adopts an approach of kee

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In Q3 2026, global PC shipments fell 20.1% year-on-year to 62.7 million units, and smartphone shipments fell 22.0% year-on-year to 255.3 million units; IDC called both the largest quarterly declines on record. The article attributes the cause to AI data centers preferentially consuming HBM, server DRAM, and enterprise SSD capacity, which drove consumer memory prices sharply higher, with smartphone memory costs rising about 350% in a year. Over the same period, global semiconductor market monthly

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The ROBOTECH 2026 Intelligent Robot Expo concluded on October 29. Over the three-day exhibition period, companies including AgiBot, Unitree Robotics, UBTECH, Leju Robotics, and Deep Robotics gathered to showcase humanoid, quadruped, special-purpose, and commercial service robots, as well as core components such as precision transmissions and dexterous hands. Multiple forums were held concurrently, covering topics including embodied intelligence technology innovation and supply chain collaboratio

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B2B logistics company Shadowfax reported operating revenue of ₹1,537.7 crore in Q2 FY2027, up 57% year-on-year, while net profit rose from ₹13 crore in the same period last year to ₹68 crore, an increase of more than 5x. Revenue from its hyperlocal delivery business grew 88% year-on-year to ₹341 crore, accounting for about 22% of total revenue; the company completed 271 million deliveries in the quarter. The company also launched micro-fulfillment centers for D2C brands, enabling delivery within

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A survey commissioned by DuckDuckGo shows that 53% of U.S. adults do not know whether chatbot conversations are used for training, when in fact they are; only a quarter of respondents know that chat logs can be subpoenaed. Character.AI filed for bankruptcy this month and initiated a court-supervised asset sale; its LLM trained on user interactions could be sold together with user data, and the Bankruptcy Code has no specific provision governing the ownership of trained models. In a 2022 study, G

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In June 2026, Chinese Online stated that AI short dramas and video generation accounted for 55% of China's AI token consumption, while software development accounted for only 15%. In October, this claim was widely circulated as "half of China's compute is being used to make AI junk content." ByteDance publicly rebutted this, saying that video generation accounts for only about 10% of its own compute; on Seedance, a 5-second 720p video consumes about 100,000 tokens. People's Daily, Southern Revie

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The Maine Senate race is unfolding around data center expansion, with polling showing 76% of respondents opposed to building data centers locally and 58% strongly opposed. The statewide data center moratorium passed in April was vetoed by the governor, and multiple towns subsequently enacted their own temporary bans or put the expansion question to a vote in November. Senator Susan Collins supports data centers and has received AI- and data center-related donations, while her family also holds r

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Sina Tech, citing a Reuters report, said that Anthropic, the company behind Claude, plans an IPO to raise at least an amount benchmarked against the $86 billion record set by SpaceX in June, with an upper limit potentially reaching $100 billion. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing investors are still willing to make large commitme

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The Information has revealed details of DeepSeek's second funding round, which has raised 105.5 billion yuan (about $15.8 billion), attracting nearly 30 investors. Tencent and CATL each contributed 10 billion yuan, with ChangXin Memory Technologies, SMIC, Meituan, vivo, Xiaohongshu and others also on the list. State-owned investors contributed about 27% of the amount in this round, far higher than 2% in the first round, with China Mobile, China Telecom, CICC, CITIC Securities and China Life amon

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Wikimedia has proposed a compromise position in the AI copyright lawsuit, arguing that using copyrighted works without permission for large language model pre-training may qualify as fair use if the model's output differs from the original text, but that when chatbots directly output article content and replace readers' access to the original works, AI companies should comply with licensing requirements. Wikimedia points out that models reproduce Wikipedia text published under open licenses but

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Reuters reports that Anthropic, the company behind Claude, plans an IPO with a fundraising cap expected to reach $100 billion, benchmarked against the $86 billion record set by SpaceX in June. The article notes that Meta has just completed a $38 billion offering of common and preferred stock and plans to raise another $60 billion through targeted additional issuance starting next year, showing that equity investors are taking over from the credit market in funding AI capital expenditures. But th

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D-Robotics and Unitree Robotics exhibited together for the first time at the Changsha Education Equipment Exhibition and announced a strategic partnership, launching an embodied intelligence education solution with the Sunrise S100 computing box as the core computing foundation, combined with Unitree's Go2 quadruped robot and R1 humanoid robot. The solution comes with 15 themed courses totaling 180 lessons, covering elementary, middle, and high school, and offers a two-tier progression path: des

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From January to the end of October 2026, the Nikkei rose about 20%, while the S&P 500 gained only 14% over the same period. After 34 years of waiting, the Japanese stock market finally broke through its 1989 record high. AI-related companies and a series of reforms in Japan were important drivers of this rally, and Warren Buffett's multibillion-dollar investment was also one of the reasons. The article also discusses what to pay attention to when choosing hedged or unhedged products given the ye

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