Zhihu 980K Heat Discussion on Price Reduction Strategy, Price War Enters White-Hot Stage.
Zhihu
Google Releases Gemini Omni, Video Editing Capabilities Stun the Field
Reddit Hot Post Shows Its Video Processing Capabilities Far Surpass Competitors, Community Evaluation "Blows Competitors Out of the Water".
> Spicy Comment: After text models are done competing, now it's video's turn. What's next, competing on dreaming?
Google Blog | Reddit Discussion
"Attention is All You Need" Co-Author Calls for Ditching the Transformer
Original paper author argues at Pathway Debate that the architectural paradigm needs iteration, sparking 290+ discussions.
Hot Discussion: Community splits into "traditionalists" and "reformers"; some believe Transformer can still last another decade.
Reddit Discussion
IBM Quantum Computer Successfully Trains AI Model to Answer Questions for First Time
Quantum-trained version answered questions that base models couldn't, but the paper did not disclose the extent of accuracy improvement.
Live Science
Qwen3.5 Local Model "No-Censorship Version" Released
35B and 27B parameter versions retain all MTP (Multi-Task Pretraining), support GGUF, NVFP4, GPTQ multi-formats, sparking celebration among local deployment enthusiasts.
Hugging Face
Crypto / Web3
Son of North Korean Defector Charged with $1.1 Million Crypto Fraud
Family member of high-profile defector involved, case details not made public.
Sandmark
Stablecoin Yield Products Still Concealing Key Data
DeFi community accuses most platforms of not transparently disclosing risk exposure and actual APY, 440+ interactions discuss regulatory necessity.
Reddit Discussion
DEX Quietly Adds Protocol Fee, Users Discover It Three Months Later
Ethereum users complain DEX implemented new fees without clear notification; community calls for mandatory fee change announcement period.
Reddit Discussion
Tech Companies
Uber COO Publicly Questions ROI on AI Investment
First major company executive to bluntly state "increasingly hard to justify AI spend", unable to prove link between expenditure and feature growth. Microsoft faces similar dilemma.
> Spicy Comment: Burned tens of billions only to find hiring a few more customer service reps might be better. The awkward moment of the AI bubble has arrived.
Business Insider | Live Mint
Motorola Phone Hijacks Amazon App to Insert Affiliate Code
Users discover Motorola phone system automatically inserts affiliate IDs into Amazon links, sparking outrage in Google Play Store reviews.
9to5Google | Hacker News
Google Accused of "Scraping Web Pages to Feed AI"
The Register reports Google is cannibalizing the open web to fuel generative AI, 260+ discussions on network ecosystem risk.
The Register
Xiaomi Announces 200 Billion HKD Stock Buyback Plan
36Kr
US Stocks
S&P 500 P/E Ratio Hits 31.8x, What Story Can the Bull Market Tell Next?
Reddit hotly discusses overvaluation risk, 350+ discussions divided into "AI dividend not yet cashed in" and "time to run" camps.
Reddit Discussion
Semiconductor Stocks Become Black Hole, Other Sectors Abandoned
AI data center construction boom drives chip stock surge, capital extremely concentrated, traditional sectors ignored.
Hot Discussion: Retail investors complain "not buying semis means losing money"; some warn bubble is about to burst.
Reddit Discussion
AI Data Center Construction Boom Won't Last Forever
Long-form analysis on long-term risks of stocks like CXMT, calls on retail investors to develop exit strategies.
Reddit Discussion
Finance / Macroeconomics
US Military Airstrikes Iranian Missile Sites as Peace Talks Proceed Concurrently
US Central Command says it struck Iranian mine-laying vessels and missile launch sites in Hormuz Strait; Iranian negotiators arrive in Doha simultaneously. Oil prices surge over 6% in a day, then retreat on rumors of possible strait reopening.
CNN | AFP Twitter | CNBC
Spot Gold Falls Nearly 1%, to $4526.79/oz
Geopolitical risk cools while US dollar strengthens.
New Products / New Trends
Ferrari's First Pure Electric Car Luce Starts at 4.35 Million RMB
Zhihu 2.2M Heat discussion on pricing strategy; users吐槽 "Those who can afford it don't care, those who care can't afford it."
Zhihu
Boston Dynamics Atlas Robot to Learn Soccer by Watching Football Videos
Hyundai/Boston Dynamics launches "Soccer School" series documenting Atlas training progress; 320+ discussions on feasibility of "sports AI-fication".
Reddit Discussion
Unitree Robotics Nearing IPO, Who Will Be the First Humanoid Robot Stock?
Caijing Agency digs into backers, countdown to STAR Market listing.
Caijing Agency
Today's Underlying Thread
Uber and Microsoft simultaneously question AI ROI, S&P 500 P/E ratio climbs to 31.8x, semiconductor stocks sucking capital from the entire market—these three things point to the same issue: the AI narrative is moving from "infinite possibilities" to the "show me the results" phase. Meanwhile, Iran talks and airstrikes proceed in parallel, oil prices surge then plummet—the market is reminding everyone in the oldest way possible: geopolitics can still rewrite valuation logic in an instant, far more powerfully than AI.
