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Insights on AI platforms, enterprise agents, and industry trends.
UI时代终结了！GLM 5.2+Codex实现Token自由！下一代人真的不用电脑了？
聊聊最近在硅谷和国内全网杀疯了的智谱 GLM 5.2。 我一点也不夸张，它简直就是我们国产生态的 DeepSeek R1 时刻！自从我去年底疯狂囤了这个 coding plan 套餐，什么 OpenAI 的神坛，什么 Claude 的信仰，瞬间从小甜甜变成了牛夫人。为什么？因为我算是彻底实现了 Token 自由！ 这到底是个什么概念？就是你终于不用像个穷逼一样，每敲一行代码都要算计口袋里那几个可怜的铜板了。你想想，以前每次调用大模型，看着屏幕上跳跃的字符，你心里想的不是代码有多牛，而是“卧槽，这得花多少钱”！现在呢？你完全可以对它说，去，给我把活儿全干了，别跟我废话！ 先说 Token 自由这件事 你肯定要问，这玩意儿到底有多爽？ 这么说吧，以前我用 Codex 调一个极其刁钻的 bug，这哥们儿一言不合就给我开个浏览器，一晚上在那里瞎搞 computer use，第二天早上起来一看，硬生生给我烧掉了 200 美金！这谁顶得住啊？我心都在滴血啊！这种感觉是什么？这简直就是你请了一个按小时收费的顶级大律师，一小时几百美金，你平时根本不舍得用。用的时
Claude Banned, Zhipu Surges, Google Nobel Talent Flees, DeepSeek Funding Excludes Alibaba, and Codex's Comeback!
Zhipu's market cap hit HK$1 trillion overnight after Claude 5 bans. Google's Nobel-winning AlphaFold lead jumps to Anthropic. DeepSeek's founder puts $2B of his own money into funding round, locking out Alibaba. And Codex? It's the ultimate free labor trap.
Graduation Season: In the Age of Vibe Coding, Your Major Matters Less Than These 3 Life-Hacking Skills | 3 Old-Timers Show You How to Win by Playing Dirty
Life is Vibe Coding—full of errors and rewrites. Forget choosing the right major. In this era, picking a city and installing 3 'unorthodox' skills matters way more.
AI Sports Betting? The Gambling Industry Was AI-Native a Decade Before You
A 20-year betting veteran explains why the gambling industry is the true AI-native business, how bookmakers have been using data and quant models for decades, and why retail punters never stand a chance.
In China, AI Can't Sell Tools — It Must Deliver Results: Even Sam Altman Would Leave Battered｜A Conversation with Zhang Shaofeng, Founder of Bairong AI
Why SaaS died in China and RaaS is the only path forward. A brutal reality check on B2B AI sales, the collapse of middle management, and why Silicon Valley playbook fails in Zhongguancun.
Google I/O’s loudest signal: the next AI race isn’t IQ—it’s getting s*** done
Live from Shoreline: Gemini 3.5 Flash, Antigravity 2.0 and 96 agents shipping an MVP for $1k. Google just told the world it’s done playing benchmark games—it’s building the full production line.
AI Marries Private Equity—Silicon Valley Just Cloned China’s Outsourcing Playbook
OpenAI puts up only $500 M to hijack PE’s $100 B war chest. The result: AI’s elite become on-site body shops, SaaS dies overnight, and legacy data gets strip-mined.
The AI Big Three Stopped Fighting Over Models. Codex Just Hit Back — and the Desktop War Is Now On
Silicon Valley thinks the fight is who writes better code. Wrong. The war is for your desktop, and Codex just landed the two sharpest blades: computer use + browser use.
Claude Code Naked: Silicon Valley’s New AI Sex-Tape Moment
While you hoarded Hermès crawfish, the Claude Code source leaked. Inside: fake tools, mood-ring gaslighting, and an agent that dreams on your dime.
The Truth About Gemma 4: It's Not Intelligence — It's Free Labor
Google hands you a 31B “open-source gift” that quietly turns your laptop into a 24-hour data-crawling, UI-clicking sweatshop. Cloud bills zero, fan noise max — that’s not AGI, that’s digital coolie labor.
Turn Tokens into a Trade Surplus? China’s AI Enters Its Pinduoduo Era—Please, Middle East, Stay Quiet
Forget model parameters. The new arms race is who can grind tokens to wholesale price. China just declared war on the cost curve—and the collateral damage will be Silicon Valley’s margins.
Tencent Just Had Its Main-Character Moment—And Every AI Lab Felt the Shockwave
The famously late-to-everything giant suddenly ships four AI products in a week, proving that when you step on its social + gaming DNA, the “gentleman” grabs a brick.
While Silicon Valley Hunts AGI, China Just Shipped the First Real AI Butler
OpenAI burns billions dreaming of god-like AI; China’s retirees already order milk tea and taxis by voice. The agent war is over—China won the ground game.
I Became a Cyber Emperor with OpenClaw: 13 Ministers, 3,000 Concubines, Zero Council Meetings
China’s “lobster” agent gold-rush is Manus on your phone—free real estate in your pocket. But without a workflow to automate, you’re just decorating Tencent’s front door.
World’s First LLM Earnings Report: China Just Turned AI Into a Smoke-Stack Industry
China’s model labs have weaponized penny-per-million pricing. While you baby-sit OpenClaw to save tokens, they’re selling 24/7 digital labor for $1/hr—and the export tsunami hasn’t even started.
Terrifying Truth: Seedance 2.0 Was “Trained” by 1 Billion Douyin Thumbs
ByteDance’s Seedance 2.0 isn’t a physics engine—it’s a dopamine engine, distilled from every swipe, like and loop of 1 billion TikTok addicts. Physics? That’s for suckers.
OpenClaw’s Kill-Zone: 80 % of Apps Vanish—When Code Turns Disposable, Do SaaS or Devs Die First?
OpenClaw isn’t a toy; it’s a loaded gun you can fire offline. SaaS loses $20 B overnight, code becomes single-use, and the only thing left to sell is taste.
Microsoft’s Leash: Why OpenAI Could Still Go Bust
Satya’s master-plan in one sentence: turn the hottest LLM lab into a glorified Azure sales rep, then make it pay 70 % tribute on every dollar. The math is brutal—and Apple just walked.
$40 a Month Just Replaced a $14k Dev Team. I Did It in a Week — and I’m Terrified
I shipped our entire frontend with zero designers, zero engineers, and a $40 AI tab. The code works, the math is brutal, and the social fallout is only beginning.
Year-End AI Sprint: How Silicon Valley and China Just Rewrote the Rules
Forget the “year of AI apps.” 2025 was the year idealists got steamrolled and all-round killers divided the spoils. Our People’s Park Talks AI awards name the real wrecking balls.
Doubao’s Phone Is a GUI Agent — Revolution or Wrong Turn? Deep Dive with Zhang He
ByteDance just rammed a golden cudgel through the mobile industry. WeChat and Taobao instantly kneecapped the Doubao agent, but the real war is OS-level agents vs super-apps — and the hardware guys still hold the kill switch.
Ilya Drops a Truth Bomb: America’s Top Model Is Just a Chinese-Style Test-Cracker
OpenAI’s co-founder says the next frontier isn’t more compute—it’s killing the “reward-hacking” hamster wheel that turned GPT into the world’s most expensive exam cheat.
Gemini 3 Is the GPT-5 We’ve Been Waiting For—And Google Just Shipped It
While OpenAI chases browsers and TikTok clones, Google drops Gemini 3.0: a ground-up rewrite that fuses long context, multimodal agents and inference-time scaling into one killer model.
China + U.S. AI: A Joint Harvest of the Planet—And the Brutal Truth We Found Building a Product
We built a real product with six frontier models. The result wasn’t a duel—it was a tag-team massacre of global markets. One side mints gods; the other sells them by the pound.
Tesla’s World Simulator Learns 500 Years of Driving a Day—But Can It Save Musk?
Tesla’s new end-to-end model crushes 2B tokens into 2—steering & throttle—every second. It’s a physics oracle for cars, yet Optimus can’t even tighten a screw. Now Musk is threatening to walk unless shareholders hand him a $100B payday.
RL Is Broken, AGI Is a Decade Away: Karpathy’s Cold Shower for the Industry
Karpathy’s latest 2-hour deep-dive says today’s agents are 90 % busywork, RL is “a straw sipping supervision,” and the missing 0.01 % of reliability keeps us from the finish line.
OpenAI’s Browser Is a Horse-Drawn Train—Alibaba Already Won the Race
OpenAI’s rumored Atlas browser is 2000s nostalgia. While Silicon Valley panics over “entry points,” Alibaba’s Quark quietly 10×’d DAU by turning AI into oxygen inside real, must-have apps.
Gemini 3 Preview: Can Google Ever Take the Lead?
Google’s got the tech, but not the product gene. Why Gemini 3 will wow engineers—and confuse everyone else.
OpenAI DevDay Deep Dive: ChatGPT Just Became an OS — Are iOS and Android Dead?
Altman’s endgame isn’t better models; it’s a vertically-integrated AI OS that taxes every pixel, agent and transaction. Sora IP deals, Agent Kit, an AMD “shares-for-chips” coup — the pieces are locking into place.
Carving Up Intel: From “America’s SOE” to a New NV-tel Axis
Trump nationalizes, Huang hunts x86, Son hedges both sides—Intel’s corpse is now a geopolitical buffet. The Wintel sequel is being written in real time.
Sora 2 Isn’t a Video Model—It’s OpenAI’s Trojan Horse for AI Shopping
OpenAI just shipped TikTok-meets-Amazon in one app. While you were arguing physics simulators, Altman built a viral video mall that eats search, inventory, and maybe Amazon itself.
Alibaba Just Re-took $3 Trillion HKD—Here’s Why It’s Morphing Into China’s Mini-Google
Forget the food-delivery sideshow. Investors finally see Alibaba’s real bet: an AI stack from open-source LLMs to home-grown chips. The re-rating has only started.
Google Just Joined the $3 T Club—Here’s Why It May Never Reach $5 T
TPU hoard, AI Mode seppuku, and a 100× cost gap: the math that keeps Alphabet awake at night.
Anthropic Bans Chinese Firms: Security Theater, Revenue Grab
Claude Code’s China block isn’t about safety—it’s a $10B revenue pitch to DC. The gag? It just handed China’s model labs 50% off coupons and a captive market.
Grok’s Not Safe for Work—and That’s the Whole Point
Musk’s xAI went full NSFW to survive. While rivals chase “responsible AI,” Grok weaponized speed + smut to hijack X’s feed and add 50% DAU. A playbook in asymmetric warfare.
Tesla Kills Dojo: Musk Just Ripped Out His Own Kidney to Bet on World Models
Dojo’s death isn’t a retreat—it’s a ritual sacrifice. Musk is abandoning the LLM dead-end and betting Tesla’s future on 3-D world models. The AI war just left Flatland.
Silicon Valley’s Polite-M&A Myth Just Shattered
Google’s Windsurf raid proves the Valley’s “civilized” buyouts are dead. In the AI arms race, talent is the new uranium—strip-mined, not acquired.
Mid-Year AI Awards 2025: The Winners, the Burnouts and the Ones Who Already Feel Vintage
Handing out trophies in June because by December today’s heroes are landfill. Gemini sweeps product, DeepSeek steals team, Grok pulls the biggest upset—and Apple still can’t find the stage.
Up 250% on Day One: Can Figma Ride the AI Hype to Become the Next Adobe?
Figma’s IPO pop looks heroic, but its real battle isn’t beating Adobe—it’s surviving a world where AI lets PMs ship UI without designers.
Nvidia Just Passed Apple. Here’s Why Jensen Huang Is the Most Worried Man on Earth
Nvidia’s $4T crown hides a fatal paradox: the bigger CUDA’s moat grows, the faster it forces its largest market—China—to dig a tunnel underneath it.
Grok 4 Isn’t a Product—It’s Musk’s $10B Flywheel for His Entire Empire
The model is late, half-baked, and costs $300. That’s fine: Grok’s real job is to move $10B through Tesla batteries, Nvidia GPUs and SpaceX checks while Musk builds a sovereign AI loop.
Meta’s $14B Scale AI Buy: Desperation Move or Data Empire Gambit?
Zuck just dropped 14 billion on Scale AI—not for today’s labels, but for tomorrow’s machine-made oil. Inside Meta’s scorched-earth bid to stay in the LLM race.
Tesla’s Robotaxi Just Went Live in Austin. The $1 Trillion War for the Wheel Has Begun
While Silicon Valley chases chatbots, Musk flipped the board: every Model Y is now a self-driving cash register. Waymo’s laser circus can’t scale—Tesla’s owners already paid for the fleet.
I Tried the First ‘AI-Native’ Browser. Two Words: Hot Garbage.
Dia Browser promises an AI-first web. I spent a week with it—then ran straight back to Chrome. Here’s why the browser wars are over and context, not chrome, is king.
Google Just Performed a Corporate Decapitation on Windsurf — and Silicon Valley’s Polite Myth Is Dead
OpenAI wanted to buy Windsurf; Microsoft blocked it. Three months later Google simply vacuumed out the founders. The acquisition handshake is extinct — in AI wars you take the brains or you lose.
The 2025 Food-Delivery Knife Fight: Why China’s Giants Would Rather Subsidize Fried Rice Than Bet on AGI
While WAIC worshipped LLMs, Alibaba, JD and美团 spent the week carpet-bombing each other with 30-cent coupons. Same war, new decade: burn cash for data, call it strategy, leave restaurants holding the bag.
GPT-5 Is Just GPT-4.6—And That’s the Whole Point
OpenAI’s “GPT-5” isn’t a leap, it’s a price-war missile aimed at Claude, a government-sales Trojan horse, and a $500 B valuation pump. The real product isn’t AGI—it’s the deal.
How Good Is AI at Coding, Really?
The dirty secret of AI coding tools: they can write code, but they can’t take the blame. Who’s left holding the bag when everything breaks?