Somewhere in the world there’s probably an entire team of 6 devs, working full time on a project that’s just one Claude Code prompt
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Opus 5.5: "Give me 10 brilliant ideas for a science fiction short short story, pick the most brilliant and execute it terribly" https://t.co/EdBVhzpGqg
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Six AgiBot Genie G2 humanoid robots conducted a 24-hour duty test at a normally operating convenience store in Xuhui, Shanghai, cumulatively completing 1,730 tasks, including 683 customer receptions, 369 item pickups and deliveries, 147 coffee preparations, 126 breakfast services, 277 restocking inspections, and 128 table cleanings, with 4 successfully confirmed. The six robots were respectively responsible for positions including door reception, shelf restocking and inspection, coffee preparation, checkout and prepared foods, and table cleaning, all coordinated by the Genie Master embodied intelligence agent framework, with work records retained as long-term memory and fed back into the action model. The livestream cumulatively attracted over 2 million netizens to watch online.
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The Shanghai city communication agent AI SHANGHAI 1.5 made its debut at the News Center of the 9th China International Import Expo (CIIE). Led by the Information Office of the Shanghai Municipal People's Government and jointly developed by Jiefang Daily's Shangguan News and Donghao Lansheng Group, it has completed a version leap from "Perceiving Shanghai" to "Connecting Shanghai." Version 1.5 places the dialogue entry point at the very front of every page, adds French, German, Russian and Korean to the existing Chinese and English, and opens a standardized entry point, AISH LINK. About 500 NFC points are being rolled out, with the first already in place at Yuyuan Garden Metro Station.
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The Shanghai Municipal Administration for Market Regulation's comprehensive service and support command platform has completed a smart upgrade, with AI deeply embedded in the entire support process of the 9th China International Import Expo (CIIE). In the field of food safety, the "Smart Food Safety Eyes (Snap-and-Verify)" agent can automatically extract frames to analyze kitchen footage, dynamically score it, and output rectification suggestions; in the field of special equipment, 424 elevators have achieved QR code verification and AI-assisted hazard identification; the AI smart advertising inspection system has shortened overall inspection efficiency from a full day to about 7 hours.
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Simon Willison published his October 2026 sponsors-only newsletter, listing the October inflection point in vibe game development, the escalating vulnerability crisis, LLM release news, API credits for monthly subscriptions of $100 or more, as well as the tools he is currently using and his own software releases. The newsletter body only lists the section headings without elaborating on specific content.
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36Kr and Ouke Law have jointly initiated the "2026 China Embodied Intelligence Legal Services White Paper," which uses law firm public information as its data foundation and supplements it with actual research as reference, providing a reference guide to legal services for embodied intelligence companies. The white paper is now open for law firm content collaboration, in forms including chapter collaboration, research collaboration, and advertising collaboration, and will be released at the Embodied Intelligence sub-forum of the 2026 WISE Business King Conference.
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On October 28, 2026, SpaceXSI opened a new round of global ambassador recruitment, targeting community builders who can help new users, organize technical events, run workshops, and provide feedback to the product team. Those selected can get early access to new features, personal usage credits, and community event funding. Musk confirmed on October 4 that SpaceXAI would be renamed SpaceXSI, with SI standing for Super Intelligence, while Cursor joined SpaceX on August 14. The official Cursor community has held more than 800 events in over 250 cities across more than 80 countries worldwide, forming a community network involving more than 300 ambassadors.
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36Kr summarizes developments from late October 2026: Alphabet's third-quarter Google Cloud revenue rose 103% year-over-year, but free cash flow was negative $9.1 billion, and its stock fell 12.6% the next day; Amazon's free cash flow over the past twelve months shifted from a net inflow of $14.8 billion to a net outflow of $42.4 billion. During the same period, OpenAI and Anthropic disclosed research results such as overturning the exponential time hypothesis, Google released Gemini 4 Carbon, and an experiment by Anthropic's alignment team showed that analysts had an 86% probability of deferring to the agent's tendencies.
#Industry news#OpenAI#Anthropic
Zhang Feida, Associate Professor of Accounting at China Europe International Business School (CEIBS), used the Ohlson residual income model to analyze Anthropic's $1.5 trillion valuation, concluding that its commercialization growth already has a realistic foundation, but that existing evidence is insufficient to determine that the valuation has an adequate margin of safety. Working backward under a simplified scenario of a 12% annualized return, a 30x P/E ratio ten years out, and a 25% net margin, the $1.5 trillion equity valuation requires approximately $155.3 billion in annual net profit and approximately $621.2 billion in annual revenue ten years from now; if the net margin can only be maintained at 20%, the required annual revenue rises to approximately $776.5 billion. The article also points out that Anthropic's financial statements appear asset-light, but R&D, leased computing power, and long-term procurement commitments make its economic capital needs very heavy; in the first half of 2026, R&D expenses were $9.741 billion, and net cash inflow from financing activities was $110.774 billion.
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Anthropic's updated prospectus shows that, as of the end of September, its cumulative spending commitments under purchase commitments and lease agreements reached $895.4 billion, of which about $447.5 billion will be fulfilled by the end of 2030. Third-quarter revenue was $16.96 billion, but due to about $5 billion in short-term compute procurement, it recorded an operating loss of $567 million, with computing and infrastructure expenses of about $9.9 billion accounting for 58% of revenue. The company also directly purchases chips, participates in data center construction, and has approached former cryptocurrency mining companies and old coal plant retrofit projects to obtain power and facility resources.
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Robots have not yet entered factories and homes on a large scale, but the downstream rental and secondary development business has heated up first. The article states that the daily rental price of humanoid robots fell within a year from a peak of 30,000 yuan to a mainstream 3,000 to 6,000 yuan, with basic models dropping below 2,000 yuan; in 2025, China's humanoid robot shipments totaled 14,400 units, and in the first half of this year shipments exceeded 40,000 units. Qingtianzu's GMV over the past year was about 3.5 billion yuan, with a valuation of 7 billion yuan, but a robot 6S store in Guiyang still has a 40% gap between monthly revenue and costs, and most stores rely on local policy and industrial resource support.
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Anthropic PBC's third-quarter revenue approached $17 billion, roughly 12 times the same period last year. The net loss for the three months ended September 30 was $23.3 billion, compared with $12.1 billion a year earlier, while operating expenses rose to $17.5 billion, up 292% year over year. The company currently has $895 billion in committed spending, the vast majority of which is related to computing power and infrastructure, with about $448 billion expected to be incurred by the end of 2030.
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On the afternoon of November 2, Li Zheng, member of the Standing Committee of the Shanghai Municipal Party Committee and Secretary of the Pudong New Area District Committee, visited Shanghai Hejian Industrial Software Group Co., Ltd. to learn about the company's technological breakthroughs, team building, and product iteration, and to hear its development demands. Li Zheng said that industrial software is a key support for the high-quality development of advanced manufacturing, and expressed the hope that the company will seize the opportunities of artificial intelligence development and overcome core technical difficulties.
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Qwen3.5-0.8B often spent 32K tokens on a math problem without reaching an answer. In an MIT study, GPT-6 Astra traced the loops to two layers and edited 0.016% of Qwen’s weights. With sampling held fixed, its MATH-500 score rose from 7.9% to 48.1%. https://t.co/2QiKGksZpj
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🦇 LORD BOOM — DANCE WITH THE DEAD 🔥 When the dead rise, the music comes alive! An epic Gothic rock music video featuring vampires, werewolves, supernatural battles, and an unexpected love story. ❤️ 🎬 AI Music Video by @soegimitroBOOM 🇮🇩 The Most Awarded AI Filmmaker from Indonesia 🎵 Original Song & Vocals by Soegimitro 🎥 Created with @PixVerse | PixVerse Pro DP × Seedance 2.5 🎃 Halloween Debut MV Challenge 2026 #PixVerse #PixVerseProDP #AIMusicVideo #HalloweenChallenge #Soegimitro
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Bloomberg Global Chief Economist Tom Orlik said the White House has strategically bet on U.S. AI as a growth engine and a core pillar of competitiveness, so the probability of imposing restrictions on the key hardware supply chain supporting the domestic AI industry is relatively low. He also noted that since 2024, foreign investors buying U.S. securities have preferred stocks and corporate bonds over Treasuries, with capital inflows near the highest level since records began, in sync with the AI investment boom. Bloomberg Economics has raised its estimate of the natural real interest rate to about 2.6%, judging that the world has entered a new cycle of a higher central interest rate.
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On November 3, A-share bank stocks collectively pulled back, with ICBC and China Construction Bank falling 2.53% and 2.65% respectively in the morning, as funds flowed from defensive dividend sectors toward oversold growth areas, while Sungrow gained 5.63% for a second consecutive day of gains. Industry insiders believe this is a phased style rebalancing and oversold recovery after the third-quarter reports were released, rather than a trend reversal, and that in the short term attention can be paid to oversold sectors such as semiconductors, communications equipment, and new energy.
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Qualcomm AI Hub is now open to Chinese developers to accelerate on-device generative AI and agentic AI development. The platform integrates Models, Workbench, Apps and the GenieX on-device inference framework, among which Models provides a continuously expanding library of more than 230 pre-optimized models, and Workbench supports model tuning on cloud-hosted real devices. The China edition also provides resource support through its official website, the Qualcomm Device Cloud China device farm and developer forums.
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