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Full transcript of Wenfeng's investor call: open source is *the* agenda, restraint is the only way to survive
Published Jul 23, 2026Wenfeng forcefully stated in the investor call that open sourcing is *the* agenda; if you're not on board, go buy more Zhipu; restraint is the only way to survive; world-eating labs will be culled.
- 开源
- DeepSeek
- Wenfeng
- News
Moonshot AI Denies K3 Distillation Claims: Says Based on Original Architecture
Published Jul 23, 2026Moonshot AI's business head Huang Zhenxin publicly denied that Kimi K3 is a distilled small model, emphasizing that its performance improvement comes from original architectural innovations, not distillation of any existing model.
- 蒸馏
- 月之暗面
- 声明
- Kimi K3
- Discussion
DeepSeek Founder Liang Wenfeng Shares Key Insights from 4-Hour Investor Meeting
Published Jul 23, 2026During a four-hour investor meeting, Liang Wenfeng shared unique insights on AI industry trends, DeepSeek's technology roadmap, and business model.
- DeepSeek
- Liang Wenfeng
- Investor Meeting
The author wonders why Grok is outperforming everyone, suspecting frontier labs are sandbagging again.
- 模型比较
- Grok
- xAI
- News
China's 14nm chip achieves Hopper+ level utility, reaching Rubin level by 2027
Published Jul 23, 2026Extraordinary: A 14nm Chinese chip achieves Hopper+ level utility. It runs hot but gets the job done. Current bandwidth 6.4TB/s, targeting 20TB/s (Rubin level) by 2027. Electricity is not their problem.
- Hopper
- 中国芯片
- 14nm
- 算力独立
- Tutorial
Local vs cloud AI gap shrinking fast: GAIA L1 37 vs 31, 6.4× smaller KV cache
Published Jul 23, 2026Open-source local agents are closing the gap: GAIA Level 1 37 vs 31, 6.4× smaller KV cache, support for Qwen, Gemma, Llama via llama.cpp. Local AI is becoming a real alternative for everyday AI workflows.
- agent
- llama.cpp
- 开源
- 本地AI
- News
Capy running Grok 4.5 Medium refuted a 30-year-old graph theory conjecture in 8 minutes
Published Jul 23, 2026On Slack, an AI named Capy (powered by Grok 4.5 Medium) autonomously attempted and succeeded in refuting Graffiti Conjecture 284, which had been open for ~30 years. The process took just 8 minutes.
- Grok
- AI科研
- 图论
- 猜想证明
- Discussion
Using 'don't be a pussy' to push GPT, it actually produced a full counterexample
Published Jul 23, 2026Astonishing: By using forceful prompts ('don't be a pussy'), the user got GPT to go from refusal to providing a full structured counterexample, demonstrating how prompt engineering can drastically improve reasoning.
- GPT
- 推理
- 提示工程
Anthropic's Claude Opus 5 is scheduled to launch today (Thursday), with benchmark performance comparable to Fable 5 but not surpassing it.
- Anthropic
- 发布
- Claude Opus 5
- News
Stock Market Recap: Google Earnings, AMD-Anthropic Deal, Tesla AI, Nvidia on Chinese Models
Published Jul 23, 2026Multiple major events: Alphabet's earnings show 82% cloud growth but negative FCF; AMD and Anthropic sign tens-of-billions AI server deal; Tesla's AI and autonomy progress; Nvidia's Jensen Huang defends Chinese open-source models.
- Anthropic
- Nvidia
- Tesla
- AI公司
- AMD
- 股票市场
- 财报