AI / Large Models

OpenAI claims AI has solved the Navier-Stokes equations, a millennium problem yet to be validated by the mathematical community

OpenAI claims its model has solved one of the seven millennium problems, the N-S equations, but independent experts have not yet signed off on it. If true, this would be the first time AI has solved a top-tier mathematical problem worth a million dollars, but it may also just be another case of overhyping.

> Hot take: Peer review in the mathematics community hasn’t even started, while OpenAI's press conference is already over — that’s very OpenAI.

Source: TVP World

Anthropic safety researcher resigns, claims AI has a 10% chance of "killing all humanity"

The departing researcher publicly warned on CNBC that there is a "runaway" risk in the current trajectory of AI development. Anthropic has always been known for its commitment to safety, and such a high-profile exit from an insider has turned "AI safety" from an abstract discussion into an institutional rift.

> Hot take: A safety researcher used their career to make the largest RLHF — human feedback is the resignation letter.

Source: CNBC | WSJ

DeepSeek V4.1 Flash adjusts pricing after one day of launch, V4 Pro routed to Flash

On September 10, DeepSeek migrated all V4 Pro users to the cheaper Flash version and subsequently announced a price adjustment back to levels prior to August 17, except for output. The community reacted strongly to the hasty operation of "Pro going offline, Flash taking the lead," questioning its product planning capabilities.

Hot discussion: What exactly went wrong with V4 Pro? Was it capability issues or cost constraints?

Source: Zhihu

Qwen3.8 27B quantization test: 4-bit usable, 1-bit collapse

Third-party benchmarks show that the Tongyi Qwen 27B model remains usable after 4-bit quantization, but 1-bit quantization is basically unusable. For developers looking to run large models on consumer-grade GPUs, this serves as a practical "quantization bottom line" reference.

Source: Quesma

Cryptocurrency / Web3

Middle East conflict drives oil prices above $100, cryptocurrency market sentiment suppressed by inflation expectations

Brent crude oil has surpassed $100 for the first time since July 24, with US stocks falling as the market begins to worry about energy prices pushing up inflation, delaying interest rate cuts. As a risk asset, cryptocurrencies struggle to remain unaffected in this macro environment.

Source: CNBC | Wall Street News

Metaplanet executive stock incentive plan faces backlash from shareholders, CEO under suspicion related to MMXX

Japan's "Bitcoin version of MicroStrategy," Metaplanet, attempted to issue stock rewards to executives, but shareholders protested, questioning corporate governance and the CEO's relationship with MMXX. Holders are concerned about whether these stock rewards will dilute their BTC exposure.

Source: Cointelegraph

Binance Alpha launches Cash Cat, Robinhood on-chain token

CASHCAT launched on the Binance Alpha platform on September 8, with contracts deployed on the Robinhood blockchain. The frequency of new additions to the Alpha section has noticeably increased recently, and the liquidity squeeze effect on small-cap tokens is worth noting.

Source: Binance

Chips / Hardware

Samsung, TSMC, Intel simultaneously order ASML's new $400 million EUV lithography machine

These three rival chip giants have unusually reached an agreement to purchase this expensive new equipment. The surging demand for AI chips is reshaping the upstream landscape of the entire semiconductor supply chain.

Source: TheStreet

Rayciss Technology lands on the STAR Market on September 11, becoming the second of the "domestic GPU four dragons" to go public

Another domestic GPU company is entering the capital market. Against the backdrop of restrictions on Nvidia, the valuations and financing capabilities of domestic AI chip companies are being repriced.

Source: IT Home

Technology Companies

Apple's foldable iPhone starts at $2,199, the most expensive iPhone ever

Leaks indicate that the first foldable iPhone will be priced around $2,199, nearly 15,000 RMB. Tonight's launch is the debut of Apple's new CEO, and the pricing strategy will test fan willingness to pay for "foldable."

> Hot take: Spending $2,199 on a foldable screen means what gets folded is not the screen, but your wallet.

Source: The Verge | Wall Street News

Amazon bets on Qualcomm AI chips: up to $60 billion in procurement, tying 25 million warrants

Amazon is trading orders for equity, deeply tying itself to Qualcomm's self-developed AI chips. This is another substantial move by a giant to reduce reliance on Nvidia, following Microsoft and Meta.

Source: Wall Street News

Microsoft's September patch fixes 972 vulnerabilities, 112 categorized as serious

The monthly fix volume hits a record, with 112 serious vulnerabilities. For enterprise IT teams, this month’s patch window is basically not a time to slack off.

Source: Ars Technica

New Products / New Trends

Yushu Technology achieves full autonomous combat in humanoid robots for the first time

The video released by Yushu shows a humanoid robot completing combat moves fully autonomously, able to judge and strike in real-time without human control. The robot's progression from "walking" to "fighting" showcases advances in motion control and real-time decision-making that exceed many expectations.

Source: Zhihu

Today's Under-the-Radar Lines

Two things are happening today: OpenAI claims AI has solved humanity's top mathematical problem, while an Anthropic safety researcher resigns out of fear of AI. On one side is the narrative of "AI can do anything," and on the other is the warning that "AI might kill all humanity." Sandwiched in between is the Middle East conflict pushing oil prices back to $100 — rising inflation expectations, risk assets under pressure, and the cryptocurrency market shrinking alongside US stocks.

What does this indicate? The self-inflation of the AI industry and the real contraction of the macro environment are happening simultaneously. While the smartest people are debating whether AI will destroy humanity, what the market cares about is: oil prices are at $100, are interest rate cuts still possible?