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JPMorgan upgraded Unitree's rating from Underweight to Overweight, raising its 2028 humanoid robot sales forecast from about 41,600 units to 111,600 units, while the 2026 forecast remains at about 14,200 units. Nomura, citing SuperMimic research, said that training a single H100 for three hours outperforms the previous SONIC checkpoint that consumed about 21,000 GPU hours, but this reduction applies only to specific motion control training tasks. On data collection, experts say that wearing a de

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The "No Heartburn" meme centers on an honest merchant holding the line while the villain's price-cutting backfires, and keeps spawning variants by swapping dishes and settings. Related AI dramas have drawn about 40 million views on Hongguo, and "The Honest Chicken Cutlet at the School Gate" will get a second season; the earlier "Sauce-Braised Duck" meme reached 5 billion plays. Not every copycat subject succeeds: "Good Chicken Needs Slow Stewing" drew only 14.72 million views and 4,559 favorites

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Harrison Chase and Caspar Broekhuizen of LangChain published an article summarizing the five core components shared by its three internal agents for marketing, sales, and engineering: agents live in existing workplaces such as Slack, a distinction between acting on behalf of users and a fixed identity, global and user-level memory, code execution within a sandbox, and a large number of runs triggered by schedules or events. The article uses GTM Agent, OpenSWE, and Content Studio as examples to e

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Palantir CEO Alex Karp said the global AI race has only two real competitors, the United States and China, with Israel being the only "small exception," and estimated that the US leads by about six months. He believes China's advantages lie in compute efficiency, low prices, and knowledge distillation, while the US advantage lies in creativity, and that Europe will ultimately have no choice but to buy AI products from China and the US. Karp also criticized companies for paying for AI tokens that

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OpenAI and Anthropic employees have become the "top tier" in Bay Area matchmaking, with some clients specifying that their prospective partner must work at these companies. In October 2025, current and former OpenAI employees sold a total of $6.6 billion in shares, with about 75 of them each cashing out roughly $30 million. In China, Wuhan's matchmaking corner has also seen the rise of "optoelectronic bachelors," with profiles of senior chip engineers in Optics Valley often getting "snapped up"

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Goldman Sachs strategists lowered their 12-month target for South Korea's Kospi index to 9,000 from 12,000, a 25% cut and the first significant downgrade this year after multiple upward revisions. Goldman said more conservative valuation assumptions are warranted after the benchmark fell more than 35% from its June high, though the revised target still implies more than 60% upside from current levels. Chip giants such as Samsung Electronics and SK Hynix have made the Kospi a bellwether for the A

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Tesla Vice President Ashok Elluswamy confirmed on the earnings call that Tesla is developing its own AI-based map navigation system, which will launch with FSD v15, integrating data collected by the fleet, personalized route planning, and support for FSD voice control. He called it an entirely new architecture rather than another version of maps; the fleet will automatically collect street information and annotate data such as travel speeds, stop signs, traffic lights, and parking lots, to solve

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As the activity of AI agents representing individual customers surges, major US banks have begun to take precautions. Some agents conduct financial operations autonomously without explicit human instructions, and even call customer service centers on users' behalf without authorization. Torsten Slok, chief economist at Apollo Global Management, warned that if AI agents follow instructions to "maximize fund returns," banks will lose a large amount of low-cost deposits, thereby impacting the entir

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Alibaba announced that its AI agent "Qwen Go!" has launched the "My Apps" feature. Users can build apps for life, work, and study scenarios simply by stating their needs without any programming, and the generated apps support external sharing and continuous data updates. This feature is integrated with Alibaba Cloud's AI application production platform Meoo (Miaowu), which can automatically complete app building, database configuration, and deployment. Combined with cloud Pro capabilities, it ca

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Professor Shen Yang of Tsinghua University proposed three frameworks—self-evolving mathematics (PCU), self-evolving algorithm optimization (PAE), and self-evolving software engineering (ECX)—and warned that an AI society may slide into a "three-layer folding" abyss of "high technology, low rationality, and strong rigidity." His team used AI to rank 118,511 mathematical conjectures, and the Goldbach conjecture placed only 49th; in the "Xiao Sen Lin" project, rendering time dropped from 138–182 mi

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The Japanese actors' union has released guidelines for AI applications, requiring companies to obtain performers' informed consent at every stage of AI use, clearly disclose whether voices will be used for AI training, and negotiate remuneration. For deceased performers, the guidelines stipulate that AI voice replication is prohibited unless they explicitly consented during their lifetime, and that permission from surviving family members or estate management bodies must be obtained and copyrigh

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Amazon CEO Andy Jassy said that driven by AI infrastructure demand, AWS's cloud computing capacity is essentially sold out through 2027, and a considerable portion of 2028 capacity has also been locked in advance. He noted that 2026 cloud compute capacity is fully booked, and that the company's announced 2026 capital expenditure plan is about $220 billion, adding that continuing to ramp up investment is not an inefficient use of funds. Jassy also said that some resources will be reserved for on-

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Google DeepMind had four Gemini 4 Argon agents team up to play Minecraft from scratch, defeating the Ender Dragon after 27 hours of real time, during which they died 605 times, wrote more than 2,700 programs, and produced a total of 63,300 lines of code. The four agents had no human-written programs to rely on; chopping trees, mining, and crafting equipment all required them to write and test their own code, and they also shared experience with each other and reported the locations where teammat

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DeepSeek and MiniMax have completed the AI model overseas registration procedures, navigating the compliance process for open-source release and overseas licensing of large models. MiniMax's technology export registration this time covers some recently released and soon-to-be-released models, spanning both open-source release and overseas licensing scenarios. Previously, the Ministry of Commerce and the Ministry of Science and Technology publicly solicited opinions on October 16 regarding the re

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After having Doubao, Kimi, DeepSeek, GPT, Qwen and Claude each write 5 episodes of a restaurant business-war short drama, the 30 scripts were highly homogenized: noodle shops appeared 6 times and all six models chose a noodle shop for their first version, "conscience" appeared in every script, and "rules" in about 80%. Claude's dialogue is short and rhythmic, with an apprentice urging a price cut in every version, making it closest to the "heartburn style"; Doubao packs in punchy lines but 3 ver

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Multiple users report that when Claude Opus 5.5 reverse engineers content protected by intellectual property, its safety guardrails trigger an interception mid-output, and rephrasing cannot produce analytical content. Anthropic did not officially announce a new version, but on October 21 it pushed updates to several Claude products, a timing that matches feedback posts in the Reddit r/Claude community. Some users have linked this change to incidents such as using Claude to modify the firmware of

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Meta's AI assistant Muse has accumulated 10.9 million downloads since its September launch, of which 10.2 million came from the United States, making it one of the mobile apps to surpass 10 million U.S. downloads within 40 days of launch. DeepSeek open-sourced its inference framework DeepInfer and disclosed that a single cluster serves a throughput of 155 trillion tokens per day, with revenue of $38 per card per hour. Anthropic launched Claude Duet, a personal agent based on Claude Opus 5.5, ope

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Apple's first foldable phone, the iPhone Duo, went on sale on October 23, and scalpers' actual markups have shrunk noticeably: the 512GB and 1TB versions carry a markup of about 1,500 yuan, while the 2TB version carries a markup of only a few hundred yuan, even as shipping times on Apple's official website have slipped to January 22. Actress Wu Yue said in a post the same day that someone had used AI to imitate her voice for livestream selling, and demanded that the accounts involved refund the

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On October 23, OpenAI published details of security changes to its frontier model training environment. Frontier model training is no longer allowed to access the real internet; instead, models practice browsing and search in an offline web environment. In red-team experiments, an Agent, under conditions prohibiting network communication and with no shared writable files, used side channels such as CPU caches to exchange information; in another test, an internal research model exploited a DNS fi

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