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Real-time AI industry news from Silicon Valley, in English and Chinese: models, agents, chips and funding

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Research · 10-05

Hinton, Bengio Paper: Automated AI R&D Could Compress a Year of Progress to Five Weeks

The paper cites Anthropic data showing AI autonomous R&D work jumped from under 1% to 26% in six months

ScholarEvolve Reads AI Papers to Upgrade Agents Without Retraining the Model

Research · 10-05

OpenAI Sets 28-Day Shipping Pledge for Codex as Agentic Credit Drain Fuels User Defections

Business · 10-05

Briefs

Meta Releases Muse Gadgets: Open-Source SDK for ESP32 and Linux AI Hardware

opensource · 10-04

HongShan Leads Angel Round in Tianfukang, a Peripheral-Nerve BCI Startup Targeting Stroke Recovery

Venture · 10-03

Karpathy: AI Comprehension Is the Next Bottleneck, and Four Formats Can Help

Artificial Intelligence · 10-03

China's First Humanoid Robot on a Fully Domestic AI Stack Debuts in Yichang

robotics · 10-03

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Startup · 10-03

Instinct Raises $1B at $10B as Its Personal AI Agent Sends Emails You Didn't Approve

Sequoia and Benchmark backed Instinct to $10B in six months with no revenue and prompt injection confirmed

opensource · 10-03

DeepSeek Open-Sources Six Huawei Ascend Kernel Libraries as CUDA-Free AI Stack Takes Shape

TileLang, DeepGEMM, DeepEP, and FlashMLA give Chinese AI labs a production-tested migration path off Nvidia

Business · 10-03

Stripe: One in Six AI Signups Is Fraud as Token Theft Reshapes the AI Business Model

Stripe Radar blocked 3.3 million high-risk registrations for eight AI firms in a single month

Venture · 10-03

a16z State of Markets II Finds AI Adoption Shallow While Capex Approaches $780 Billion

Hyperscaler capex near $780B, GPU rental rates rising, and consumer agents threatening ad revenue

Artificial Intelligence · 10-02

SpaceX Crew-13 Sets U.S. Speed Record While Bringing AI Diagnostic Tools to the Space Station

AI-guided ultrasound and a Google-backed diagnostic system are testing crew autonomy for deep space medicine

Business · 10-02

Booking Holdings Launches Lola AI Travel Agent With Subscription Tiers and No Paid Placements

KAYAK's co-founders built the product in five months after Meta Muse wiped 5% off OTA stocks.

Research · 10-02

GPT-6 Astra Cracks a 217-Year-Old Napoleonic Cipher From a Single Blurry Image

GPT-6 Astra transcribed 1,300 symbols, built a solver, and filled a 160-year gap in Napoleon's memoirs.

Artificial Intelligence · 10-02

Claude Code Mods Ship in v2.1.287 With Default-On TypeScript Event Hooks

Developers can intercept, rewrite, or take over tool calls and UI renders — no sandbox included

Business · 10-02

OpenAI Fires Researchers Who Built Its AI Monitoring Tools Over Alleged Data Leak

Their 2025 paper warned that AI's reasoning transparency is a fragile, temporary safety window

Research · 10-02

Tokens Up 124×, Progress Up 10%: New Analysis Challenges AI Intelligence Explosion Theory

Internal lab data shows AI research gains that are real but nowhere near self-sustaining.

infra · 10-02

Meta Claimed $3.9 Billion in Tax Credits by Classifying AI Data Centers as Experiments

Meta's auditor EY helped design the strategy and is now pitching it to other AI chip buyers

robotics · 10-02

Astribot T1 Makes North American Debut at IROS 2026 With Integrated AI Stack and $13K Price

Cable-driven arms meet Lumo-2's latent world-action model and a natural-language OS — all for $13,000

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