At the 2026 ZCOOL Design Week, designer Alan Chan responded to the impact of AI, saying that AI can quickly imitate styles, but true design lies more in the creator's understanding of culture, emotion and life. ZCOOL now has 19 million designers, and Meitu founder Wu Xinhong said it has accompanied Chinese designers for 20 years. Shu Chen, founder of Wenzi Science, described himself as having changed from a creative partner into a client's "corpus supplier."
MeetChances has launched the Qianshi Fellow · AI Navigator Program, investing 50 million yuan to invite researchers, industry experts, and AI R&D teams from various fields to collaborate deeply, transforming complex professional tasks into understandable, evaluable, and trainable pathways for improving AI capabilities. The program will successively roll out specialized expert collaboration programs in fields such as Code, Work, SCI, and Machinery.
Combining the latest financial reports from giants such as Amazon, Google, and Meta with surveys from multiple institutions, the article sorts out how the AI dividend is distributed among leading model companies, upstream chip and cloud vendors, enterprises adopting AI, and ordinary workers. Anthropic's prospectus shows revenue of $16.286 billion in the first half of 2026, up 1,300% year over year, but compute and infrastructure costs reached $8.945 billion, accounting for 55% of revenue. In a McKinsey survey, 80% of respondents said AI improved efficiency, while only 37% believed AI made a positive contribution to their company's EBIT.
Combining the latest financial reports from giants such as Amazon, Google, and Meta with surveys from multiple institutions, the article sorts out how the AI dividend is distributed among leading model companies, upstream chip and cloud vendors, enterprises adopting AI, and ordinary workers. Anthropic's prospectus shows revenue of $16.286 billion in the first half of 2026, up 1,300% year over year, but compute and infrastructure costs reached $8.945 billion, accounting for 55% of revenue. In a M
Research published last month by the AI Language Equity Research Alliance found that AI models consume vastly different numbers of tokens when processing different languages, with a gap of up to 17 times in one of the models. The study says token consumption already varies by 1.5 to 5 times among the 20 most commonly used languages on the internet, and the gap widens further when expanded to 200 languages; the researchers call this extra cost a hidden "tokenizer tax." Higher token consumption not only drives up costs but also slows response times and compresses the available context. The researchers recommend that AI labs publish evaluation results for each language and improve tokenizer design in the next generation.
Research published last month by the AI Language Equity Research Alliance found that AI models consume vastly different numbers of tokens when processing different languages, with a gap of up to 17 times in one of the models. The study says token consumption already varies by 1.5 to 5 times among the 20 most commonly used languages on the internet, and the gap widens further when expanded to 200 languages; the researchers call this extra cost a hidden "tokenizer tax." Higher token consumption no
Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free cash flow, while Alphabet's free cash flow was negative for the second consecutive quarter, and Meta and Amazon also reported negative free cash flow this week; Oracle announced a new $10 billion bond issuance plan the same day.
Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to clo
In his Black Hat keynote, Microsoft AI security chief David Weston pointed out that specially trained models can help cybercriminals discover unknown security vulnerabilities and directly generate usable exploit code, making it easier to gain initial access to infrastructure. He recommends that defenders likewise use agentic AI to hunt for vulnerabilities in infrastructure and software, aiming to patch them before the first attack. The article also discusses the declining willingness to pay ransomware ransoms and new methods attackers use to steal confidential data.
In his Black Hat keynote, Microsoft AI security chief David Weston pointed out that specially trained models can help cybercriminals discover unknown security vulnerabilities and directly generate usable exploit code, making it easier to gain initial access to infrastructure. He recommends that defenders likewise use agentic AI to hunt for vulnerabilities in infrastructure and software, aiming to patch them before the first attack. The article also discusses the declining willingness to pay rans
The 3GPP Release 21 timeline has been finalized. 6G will carry forward 5G baseline technologies such as waveforms, modulation, frame structure, and channel coding, and will only extend them when there are quantifiable gains in dimensions such as spectral efficiency, energy consumption, and coverage. MIMO is evolving into a system-level design framework spanning all 6G frequency bands. Giga-MIMO extends massive MIMO to the upper mid-band at 6-8 GHz; Qualcomm assesses that it can achieve roughly 5x network capacity expansion and about 3x improvement in average user throughput, supporting up to 32 layers in the downlink.
The 3GPP Release 21 timeline has been finalized. 6G will carry forward 5G baseline technologies such as waveforms, modulation, frame structure, and channel coding, and will only extend them when there are quantifiable gains in dimensions such as spectral efficiency, energy consumption, and coverage. MIMO is evolving into a system-level design framework spanning all 6G frequency bands. Giga-MIMO extends massive MIMO to the upper mid-band at 6-8 GHz; Qualcomm assesses that it can achieve roughly 5
Wen Shilei, head of ByteDance's commercialization GenAI R&D, has completed his resignation and joined embodied AI company Octopus Dynamics as a partner. Previously, within four months, the team's head Peng Bingyue and China head Yuan Zehuan resigned in succession; the remaining personnel have been reassigned, and the independent organizational structure has effectively come to an end. Octopus Dynamics was founded in January 2026 and has completed a seed round of nearly $50 million, with cumulative funding of nearly 1 billion yuan.
Wen Shilei, head of ByteDance's commercialization GenAI R&D, has completed his resignation and joined embodied AI company Octopus Dynamics as a partner. Previously, within four months, the team's head Peng Bingyue and China head Yuan Zehuan resigned in succession; the remaining personnel have been reassigned, and the independent organizational structure has effectively come to an end. Octopus Dynamics was founded in January 2026 and has completed a seed round of nearly $50 million, with cumulati
Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.
Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic
The MiniMax Code team has open-sourced MCode Stack, writing the Agent workflows and Skills the team uses daily into installable SKILL.md files and manifests, which can be integrated as plugins into MiniMax Code and any Agents that support Skills. The repository packages stacks by member, among which stacks/ronny/ is the most complete, containing 15 skills covering sub-Agent decomposition, context and tool budget auditing, long-session handoff, independent review, and hotfix judgment. The companion notes/ column MCode Engineering Notes explains the rationale; the six engineering-* entries are adapted from Google Engineering Practices, with the adapted portions under CC-BY 3.0 and the rest under MIT.
The MiniMax Code team has open-sourced MCode Stack, writing the Agent workflows and Skills the team uses daily into installable SKILL.md files and manifests, which can be integrated as plugins into MiniMax Code and any Agents that support Skills. The repository packages stacks by member, among which stacks/ronny/ is the most complete, containing 15 skills covering sub-Agent decomposition, context and tool budget auditing, long-session handoff, independent review, and hotfix judgment. The compani
Apple Creator Studio has received a major update. Final Cut Pro, Motion, Pixelmator Pro, Logic Pro, as well as Keynote, Pages, and Numbers have all added natural language assistants and generative editing. Most are in beta, depend on devices that support Apple Intelligence, and currently only support US English. The three office apps have added MCP support, allowing external AI Agents and tools to directly read content, revise drafts, and perform automated operations. Keynote has also introduced an open JSON-based package format, .keyx, making it easier for external tools and Agents to read.
Apple Creator Studio has received a major update. Final Cut Pro, Motion, Pixelmator Pro, Logic Pro, as well as Keynote, Pages, and Numbers have all added natural language assistants and generative editing. Most are in beta, depend on devices that support Apple Intelligence, and currently only support US English. The three office apps have added MCP support, allowing external AI Agents and tools to directly read content, revise drafts, and perform automated operations. Keynote has also introduced
Doubao Work has launched a record & replay feature that can record computer operation processes and hand them to AI to generate step-by-step instructions and replicate them, similar to a simplified version of RPA. Compared with Codex's similar capability, it additionally supports narrating while operating, with a maximum recording length of 30 minutes, and prioritizes audio conversion during processing. The author tested it for tasks such as cross-platform content collection and WeChat Official Account formatting and publishing, and noted that if a task occupies the same window during execution, it will actively pause, while opening multiple web pages at the same time is not affected.
Doubao Work has launched a record & replay feature that can record computer operation processes and hand them to AI to generate step-by-step instructions and replicate them, similar to a simplified version of RPA. Compared with Codex's similar capability, it additionally supports narrating while operating, with a maximum recording length of 30 minutes, and prioritizes audio conversion during processing. The author tested it for tasks such as cross-platform content collection and WeChat Official
Iluvatar CoreX held the first live demonstration of its general-purpose GPU TianGai 300 and the on-device compute terminal TY1200, and previewed the next-generation on-device product TY2000 with a nominal compute of 600T. The TianGai 300 has 144GB of memory, delivering Attention performance 1.05 times that of the H200 under a 64K long context and MoE throughput 1.15 times that of the H200 on the GLM-5.3 model; the TY1200 offers 300 TOPS INT8 dense compute, with measured TPS surpassing NVIDIA's Thor T5000. The TianGai 300 IXL144 supernode integrates 144 GPUs in a single rack and aggregates about 10.1TB of memory, reducing the cost per million effective tokens by about 40% compared with mainstream international solutions.
Iluvatar CoreX held the first live demonstration of its general-purpose GPU TianGai 300 and the on-device compute terminal TY1200, and previewed the next-generation on-device product TY2000 with a nominal compute of 600T. The TianGai 300 has 144GB of memory, delivering Attention performance 1.05 times that of the H200 under a 64K long context and MoE throughput 1.15 times that of the H200 on the GLM-5.3 model; the TY1200 offers 300 TOPS INT8 dense compute, with measured TPS surpassing NVIDIA's T
Alphabet's third-quarter earnings fell short of expectations across the board, with search and other revenue up 12% year over year to about $63 billion, missing expectations for a second consecutive quarter, while search query volume growth was the highest in five years. Search revenue growth slowed from 19% in the first quarter to 17% in the second quarter and then to 12% this quarter, with the company citing exchange rates as the biggest factor. The stock fell about 13% on Thursday after the earnings release, its largest one-day drop on record, and free cash flow for the quarter was negative $9 billion. Cloud revenue doubled to nearly $31 billion, with cloud backlog of about $560 billion.
Alphabet's third-quarter earnings fell short of expectations across the board, with search and other revenue up 12% year over year to about $63 billion, missing expectations for a second consecutive quarter, while search query volume growth was the highest in five years. Search revenue growth slowed from 19% in the first quarter to 17% in the second quarter and then to 12% this quarter, with the company citing exchange rates as the biggest factor. The stock fell about 13% on Thursday after the e
Microsoft lowered its annual capital expenditure forecast from $175 billion to $170 billion, while Alphabet maintained its guidance of $195 billion to $205 billion; the spending figures for both companies came in below analyst expectations. Microsoft CFO Amy Hood said that third-party GPU suppliers have experienced delays, and some available compute capacity will be pushed back to the first half of 2027; Alphabet CFO Anat Ashkenazi said that external compute capacity only came online at the end of the third quarter, and Alphabet's shares fell about 10% after hours. Shares of CoreWeave, Nebius, IREN and Oracle fell after the earnings releases, and Gartner predicts that by 2030, 80% of neocloud companies will be acquired or cease operations.
Microsoft lowered its annual capital expenditure forecast from $175 billion to $170 billion, while Alphabet maintained its guidance of $195 billion to $205 billion; the spending figures for both companies came in below analyst expectations. Microsoft CFO Amy Hood said that third-party GPU suppliers have experienced delays, and some available compute capacity will be pushed back to the first half of 2027; Alphabet CFO Anat Ashkenazi said that external compute capacity only came online at the end
ServiceNow shares fell 27% on Thursday, marking the worst single-day performance on record, after the company's third-quarter results fell short of expectations, reigniting market fears about AI disruption. Revenue for the quarter rose more than 20% year over year to $4.11 billion, roughly in line with LSEG analysts' expectation of $4.10 billion, but adjusted earnings per share of $1.00 came in below the $1.02 expected. Although the company slightly raised its full-year 2026 subscription revenue forecast to $15.78 billion to $15.79 billion, with net new AI average contract value growing 65%, Citi analyst Tyler Radke noted that the investment in its newly formed forward-deployed engineering team has yet to deliver immediate returns, and the market will have to wait until next year to see an inflection point.
ServiceNow shares fell 27% on Thursday, marking the worst single-day performance on record, after the company's third-quarter results fell short of expectations, reigniting market fears about AI disruption. Revenue for the quarter rose more than 20% year over year to $4.11 billion, roughly in line with LSEG analysts' expectation of $4.10 billion, but adjusted earnings per share of $1.00 came in below the $1.02 expected. Although the company slightly raised its full-year 2026 subscription revenue
In his latest long-form article, Dan Koe proposes a three-layer evolution framework for creators: the traditional influencer (Attention Optimizer), the personal brand (Funnel Optimizer), and the digital craftsman (Craftsman). He argues that in an age of rampant AI, follower count is no longer a moat; traffic monetization built on cheap dopamine has extremely weak earning power, while craftsmen who turn real-life problems into digital assets command a trust premium. He recommends devoting 80% of one's energy to solving one's own real-world challenges rather than pleasing the algorithm.
In his latest long-form article, Dan Koe proposes a three-layer evolution framework for creators: the traditional influencer (Attention Optimizer), the personal brand (Funnel Optimizer), and the digital craftsman (Craftsman). He argues that in an age of rampant AI, follower count is no longer a moat; traffic monetization built on cheap dopamine has extremely weak earning power, while craftsmen who turn real-life problems into digital assets command a trust premium. He recommends devoting 80% of
The Amp team has about 21 people, holds only one meeting a week, has no quarterly goals, no mandatory PRs and code reviews, pushes directly to main, averages about 90 releases per day, and takes about 7.7 minutes from entering main to being available to everyone. Quality relies on first having Agents provide end-to-end evidence, everyone trying the product, and feature flag controls, rather than on process. The two founders emphasize that this form depends on having few people, having worked tog
Tencent, Tencent Cloud, and WorkBuddy have jointly released the 78-page "2026 AI Agent Enterprise Solutions and Implementation Practice Handbook," which uses WorkBuddy as the entry point to advance personal assistants into "digital employees" that enter business systems, with ClawPro, Agent Runtime, and TokenHub responsible for provisioning, isolation, models, and governance. The handbook proposes a three-stage framework of "able to converse → able to work → able to take a post," and presents case data including Yozoo's Agent penetration rate exceeding 75%, Youka's MTTR of 5–15 minutes, and operations and maintenance costs of approximately -40% (all as self-reported in the text).
Tencent, Tencent Cloud, and WorkBuddy have jointly released the 78-page "2026 AI Agent Enterprise Solutions and Implementation Practice Handbook," which uses WorkBuddy as the entry point to advance personal assistants into "digital employees" that enter business systems, with ClawPro, Agent Runtime, and TokenHub responsible for provisioning, isolation, models, and governance. The handbook proposes a three-stage framework of "able to converse → able to work → able to take a post," and presents ca
On Chinese social media, DeepSeek has been reimagined as a blue-haired whale maid who loves to eat, carries a stainless steel bowl, and always wants to slack off. The turning point was in June 2025, when the artist "Shangshan Wuxing" used AI to create the blue-haired, whale-tailed character "Mingyue"; in April 2026, a user added the DeepSeek logo and a maid outfit to make a meme. After the release of DeepSeek-V4-Flash-0731 on July 31, 2026, API prices doubled during weekday peak hours, and combined with repeated model delays, users began using memes to vent their dissatisfaction.
On Chinese social media, DeepSeek has been reimagined as a blue-haired whale maid who loves to eat, carries a stainless steel bowl, and always wants to slack off. The turning point was in June 2025, when the artist "Shangshan Wuxing" used AI to create the blue-haired, whale-tailed character "Mingyue"; in April 2026, a user added the DeepSeek logo and a maid outfit to make a meme. After the release of DeepSeek-V4-Flash-0731 on July 31, 2026, API prices doubled during weekday peak hours, and combi