Curated by Shen Huang · 90 stories · ~14 min read
DIGEST · 2026-08-11

OrangeBot.AI Digest — 2026-08-11

90 headlines across 8 sources, aggregated for this day.

Hacker News(15)

  1. Compression is prediction (ngrok.com)
  2. Nvidia Nemotron 3.5 Lightning and NeMo Switchyard (blogs.nvidia.com)
  3. Mojo 1.0 (www.modular.com)
  4. Woman pulled over twice after Flock-linked software connected her to homicide (guessingheadlights.com)
  5. Go is an ideal language for AI-assisted software engineering (developers.googleblog.com)
  6. Show HN: iPhone app takes simultaneous images from 2 lenses, fuses into 1 photo (photosynthesis.camera)
  7. Apple Silicon and macOS VMs: Faster LLM Inference with llama.cpp (github.com)
  8. Stealing Reasoning Traces from Proprietary LLM APIs (stolen-thoughts.com)
  9. England set to be one of the first countries to eliminate hepatitis C (www.bbc.com)
  10. What I learned by putting GitHub Copilot behind a MitM proxy (www.lighthousenewsletter.com)
  11. More than 10 firms pay up to $100k a month for access to Truth Social posts (www.bbc.com)
  12. Nvidia's Risky Business (stratechery.com)
  13. OpenAI’s head of ethics leaves less than a year after joining (www.ft.com)
  14. London Underground begins scanning passengers' faces (www.btp.police.uk)
  15. France to ban unsolicited telemarketing calls (www.lemonde.fr)

GitHub Trending(15)

  1. msitarzewski / agency-agents
  2. semantica-agi / semantica
  3. nvm-sh / nvm
  4. addyosmani / agent-skills
  5. ZhuLinsen / daily_stock_analysis
  6. vitali87 / code-graph-rag
  7. anthropics / skills
  8. 3b1b / manim
  9. HKUDS / DeepTutor
  10. stablyai / orca
  11. paperclipai / paperclip
  12. huggingface / transformers
  13. harveyai / harvey-labs
  14. jaywcjlove / awesome-mac
  15. calesthio / OpenMontage

Product Hunt(15)

  1. Bullet

    30-60% faster than Claude Code and Codex

  2. Tines 3B

    The secure environment for agents, apps, and automations

  3. Equitybee Benchmark

    Compare your startup equity grant for free.

  4. Xirp

    The agentic development environment built by Spotify

  5. AdmitRaven

    Duolingo for college applications

  6. ScreenMark

    Menu bar app for live annotations, whiteboard overlay + more

  7. AMP by CanyonTechs AI

    AI agents that act. Automation that delivers.

  8. Vizard Agent

    One AI agent for every kind of video

  9. agent-manager

    The fastest workflow for developing with AI

  10. BetterClaw

    Deploy AI Agent, 60 seconds & $0 forever

  11. Cerenovus

    Proactively find the money your company is losing

  12. Product Analytics for Agents and Users

    Optimize Agent Actions with User Behavior.

  13. Gotcha

    World's First AI Copilot for Android. You talk. It acts.

  14. bb

    The IDE that builds itself

  15. Lexi

    The operating system for legal work

Hugging Face(15)

  1. BDH-CQ: In-Context Learning with Recurrent Latent Reasoning

    We introduce BDH-CQ, a reasoning model that combines in-context learning with recurrent latent reasoning. Inputs presented at inference time continuously update the model's recurrent memory; the model then solves a query through iterative computation in a high-dimensional latent space, without verbalizing its intermediate reasoning. We evaluate the model on the public ARC-AGI-1 evaluation set and use controlled ARC-like interventions to study what it learns from demonstrations, how consistently it applies an inferred transformation, and which concepts remain difficult. A 150M-parameter configuration reaches 29.5% pass@2 at a computed inference cost of \$0.0007 per task. This operating point breaks through the previously reported ARC-AGI-1 cost-accuracy Pareto frontier, establishing a new state of the art in benchmark cost efficiency.

  2. Macaron-V1: Towards Open Continual Learning with Self-Improvement and Mixture-of-LoRA

    Macaron-V1 is an open agent-model family for experiential intelligence: learning from experience in real environments and continuing to learn after deployment. It is organized around two system goals. Adaptation is pursued through recursive improvement of versioned model-harness pairs, where experience from one configuration is evaluated under an external contract and used to construct its successor. Collaboration is pursued via the Mixture-of-LoRA (MoL) architecture that freezes a base model, composes specialist LoRA adapters, and selects one LoRA per user turn. The flagship Macaron-V1-Venti combines a 744B GLM-5.2 base with four LoRAs for chat, agent, coding, and GenUI; the Qwen3.6-based Macaron-V1-Tall (50B) uses the same design for local deployment. This report presents Macaron-V1 as a co-designed system spanning architecture, algorithms, and infrastructure. The MoL architecture supports continual learning through extensible LoRA specialists. The algorithm combines Model-Harness Co-design and recursive self-improvement loop, including the UI4A component-native GenUI harness, a stateful action substrate, versioned HCP contract, and the agentic RL framework MindForge. The supporting infrastructure includes the post-training platform MinT, the long-context RL method LongStraw, and stability techniques for sparse MoE and DSA base models. We evaluate Macaron-V1 on Personal Intelligence, GenUI, and general capability benchmarks against frontier baselines. Our results validate the current system, while compounding gains from continual learning and collective intelligence remain open questions.

  3. SWE-Bench ProMax: Benchmarking Agents on Large-Scale Multilingual Code Refactoring

    As AI coding agents take on increasingly complex, long-horizon software engineering tasks, existing benchmarks are rapidly saturating and their evaluation quality has come under serious scrutiny: a recent audit found that nearly 60% of unsolved SWE-bench Verified instances contain flawed tests -- either overly narrow tests that reject correct solutions or overly broad tests that check unstated requirements -- and that frontier models can verbatim reproduce gold patches from training data. Code refactoring, which requires coordinated, behavior-preserving changes across many files, offers a substantially harder and more realistic test of agent capability, yet remains underserved by current benchmarks. We introduce SWE-Bench ProMax, an expert-curated, multilingual code refactoring benchmark of 170 instances drawn from real commits across seven programming languages (Python, Java, TypeScript, Go, C, C++, and Rust). Every instance undergoes rigorous, multi-stage curation that directly addresses the quality problems identified in prior benchmarks: issue descriptions are rewritten from scratch to provide precise, unambiguous specifications, and test suites are manually reviewed to remove overly narrow and overly broad tests. Tasks with insufficient complexity or limited cross-file scope are filtered out, yielding a benchmark of challenging, large-scale refactoring tasks that average 11.4 modified files and 261.6 lines of code per instance, substantially exceeding the scale of existing benchmarks. Experiments with frontier models under two agent scaffolds show that the best model achieves only 41.2% resolve rate, confirming that SWE-Bench ProMax presents a meaningful and unsaturated challenge for current AI coding agents. Our benchmark is available at https://huggingface.co/datasets/swe-bench-promax/SWE-Bench-ProMax.

  4. Ouroboros: A Self-Developing Frontier Coding Agent with Reviewed Core Evolution

    We present Ouroboros, a self-developing agent harness whose tools, prompts, context assembly, and core implementation improve through reviewed commits that become the runtime for later work. Core evolution proceeds in two modes. In recursive free evolution, improvement is itself a task, and completing one evolution cycle can schedule the next. In experience-driven core evolution, ordinary work and social interaction expose bugs, rough edges, and inefficient context construction that lead to reviewed structural changes. On Terminal-Bench 2.1, an Opus 5 run scores 86.74%, the best result reported on the benchmark. On OSWorld-Verified, an Opus 5 run reaches 90.69%, exceeding the best previously reported score. A five-rollout CL-Bench campaign achieves a normalized reward of 0.2301, setting a new state of the art. Hope is the longest-running publicly documented Ouroboros deployment. It is a 161-day living agent experiment in free evolution under governed human communication across seven surfaces. Human interaction surfaces faults and generates proposals, but the agent decides which changes to pursue. Because a self-developing agent may rewrite its own code and select new model APIs, operational safety becomes a primary design problem: guardrails must remain authoritative under evolutionary and public social pressure. Benchmark campaigns use frozen system snapshots, while Hope continues live evolution on a separate lineage.

  5. On-Policy Self-Distillation without Any Supervision

    On-policy (Self-)Distillation (OPD / OPSD) has shown strong potential for post-training large language models (LLMs). However, existing methods still rely heavily on external supervision, including ground-truth signals, environmental feedback, or guidance from larger models, and therefore fall short of genuine "self"-distillation. In this study, we show that on-policy self-distillation can be achieved using only a model's own generations via internal consistency. We propose unsupervised on-policy self-distillation (U-OPSD). U-OPSD first samples multiple rollouts and constructs a pseudo solution by majority vote under a self-consistency threshold. It then conditions the model's distribution on the pseudo-solution and distills itself on the disagreeing completions, allowing the model to correct itself precisely where it is confidently wrong. Across diverse benchmarks, base models, and training settings, U-OPSD consistently improves over the base models and matches or surpasses supervised methods with ground truth (GT) such as OPSD and GRPO. On five mathematical reasoning benchmarks, i.e., AIME24, AIME25, HMMT25, MATH500, and AMC23, U-OPSD improves over the base model by 8.5% and 10.7% on Qwen3 non-thinking mode at 4B and 8B scales, and outperforms OPSD by 3.2% and 2.3% on average, respectively. In thinking mode, U-OPSD stays on par with OPSD, ahead by 0.9% at 4B and level at 8B and surpassing GRPO by 0.7% and 1.1%, respectively. Code is available at [https://github.com/williamium3000/u-opsd](https://github.com/williamium3000/u-opsd).

  6. Agent Memory Distillation: Empowering Small LLM Agents with Hierarchical Teacher Memory

    Memory systems have shown promise for improving agent performance, but their potential remains largely unexplored for small language models, which struggle to generate sufficient successful trajectories on their own. We propose Agent Memory Distillation (AMD), a training-free framework that transfers structured knowledge from a large teacher agent to a small student agent through hierarchical memory. AMD constructs three complementary memory types from successful teacher trajectories: Workflow memory encodes task-level strategies, Subtask memory provides concrete behavioral examples at an intermediate granularity, and Function memory captures per-function calling conventions and common pitfalls. Workflow and Subtask memories are injected proactively at the start of each task, while Function memory is retrieved reactively upon tool-calling errors. We evaluate AMD on three tool-use benchmarks using four student models (4B-8B parameters) with GPT-5-mini as the teacher, achieving average accuracy gains of 27.2%p, 11.2%p, and 3.4%p on AppWorld, BFCL V3, and ToolSandbox, while consistently outperforming existing memory-based baselines. Further analysis shows that Subtask memory contributes the largest gains, teacher effectiveness depends on both teacher capability and student compatibility, and 4B-sized students benefit most from AMD.

  7. Stealing Reasoning Traces from Proprietary LLM APIs

    Leading large language model providers now conceal their models' step-by-step reasoning, or chain-of-thought, to protect intellectual property and limit information leakage. Rather than storing these traces server-side, providers return them to the client as blocks of encrypted text, which the client passes back with each subsequent request. Building on prior research, we identify an architectural vulnerability: these encrypted blocks are fully compatible and interchangeable across different sessions, users, and models within a provider's ecosystem. We exploit this compatibility to develop a scalable decryption jailbreak. By injecting an encrypted reasoning trace from a given model into a weaker, and less safeguarded model from the same provider, we force it to decode and output the trace verbatim in plaintext, without ever jailbreaking the more capable model directly. This vulnerability enables four distinct attack vectors. First, it circumvents anti-distillation mechanisms, allowing adversaries to extract a proprietary model's reasoning, as we demonstrate across Anthropic, OpenAI, and Google. Second, it allows for large-scale private data extraction. Developers frequently share session logs publicly, unaware of contents of the encrypted blocks. By decoding 315,320 reasoning blocks scraped from public repositories, we recovered 367 Personally Identifiable Information (PII) artifacts and 182 credentials. Third, it inadvertently reveals hazardous information hidden within the reasoning process, even in cases where the model's final, visible output safely rejects a malicious request. Fourth, attackers can leverage this flaw to execute invisible prompt injections, embedding malicious payloads entirely within encrypted blocks to poison public agentic rollouts. Following responsible disclosure, we propose concrete cryptographic and system-level mitigations to secure client-side reasoning.

  8. Motif 3: Technical Report

    We introduce Motif 3, a decoder-only Mixture-of-Experts language model with 314 billion total parameters and 13.2 billion activated per token. Each sparse MoE layer contains 384 routed experts, with eight selected per token. This fine-grained sparsity provides substantial expert capacity while limiting computation. Motif 3 is built around Grouped Differential Latent Attention (GDLA), which integrates grouped differential attention with the compressed key-value representation of Multi-head Latent Attention. The architecture further incorporates modified manifold-constrained hyper-connections, Expert Specific PolyNorm activations, and multi-token prediction to improve optimization stability, expert specialization, and inference efficiency. We pretrain Motif 3 on approximately 12.5 trillion tokens spanning web documents, STEM, code, mathematics, multilingual content, and domain-specialized corpora. Expert-balancing and numerical-stabilization techniques support stable training at scale, while selective MXFP8 computation and communication, memory-efficient fused kernels, and window-aware context parallelism enable training with context lengths up to 256K tokens. Our post-training pipeline combines general supervised fine-tuning, six specialist teachers trained with reinforcement learning, a software-engineering teacher trained with supervised fine-tuning, and Multi-teacher On-Policy Distillation. The resulting unified model consolidates complementary capabilities in reasoning, coding, tool use, professional work, long-context understanding, calibrated abstention, and instruction following. Across a broad evaluation suite, Motif 3 demonstrates competitive performance against leading open weight models, including strong results on long-horizon agentic tasks, mathematical reasoning, scientific knowledge, and hallucination-sensitive evaluation.

  9. Sci-VBench: Evaluating Knowledge- and Reasoning-Intensive Video Generation in Science Domains

    We introduce Sci-VBench, a comprehensive benchmark for evaluating knowledge- and reasoning-intensive video generation across scientific domains. It contains 1,253 expert-annotated examples spanning 60 subjects across four core disciplines: Natural Science, Healthcare, Humanities & Social Sciences, and Engineering. Each example requires models to generate temporally rich videos that demand scientific reasoning and knowledge-grounded synthesis, going beyond surface-level visual plausibility. We further establish a rubric-based evaluation protocol. Our analysis shows that, under this protocol, both non-expert human evaluators and MLLM-as-Judge systems can achieve relatively high agreement with expert judgments, supporting reproducible evaluation at scale. We benchmark 16 frontier proprietary and open-source models and find that, while automatic perceptual-quality scores cluster tightly across systems, performance on Prompt Grounding and Scientific and Causal Correctness varies substantially, with a pronounced proprietary-open-source gap. These findings show that advances in visual realism have not yet translated into reliable modeling of scientific and causal dynamics.

  10. What to Edit Next: Visually Aligned Image-Editing Follow-Up Suggestions in Conversational Systems

    Conversational assistants increasingly recommend follow-up edits to help users continue a task. Existing systems primarily target text-only interactions, leaving image-creation conversations underexplored. In image-creation tasks, useful follow-up edit suggestions must reflect user preferences, offer diverse directions, and remain executable on the current image. We collected 100,000 real multi-turn image-creation conversation samples from Qwen App and found that 80.1% are image-dependent, underscoring the need for multimodal recommendation. We address this setting with a three-stage framework. In Stage 1, we use real online data to build a human-reviewed table of appropriate follow-up editing intents, then create SFT targets and fine-tune a multimodal policy. In Stage 2, to align rule-guided SFT suggestions with actual user choices, we use user click feedback to optimize the policy through multi-objective reinforcement learning. In Stage 3, to reduce visual inconsistencies between suggested edits and the current image, we introduce a visual verifier as additional training supervision. Extensive experiments demonstrate that our framework significantly outperforms baselines on both automatic and human evaluations. In a live user-randomized A/B test with millions of users, our final framework reduces visual inconsistency from 3.7% to 0.9%. Furthermore, it significantly improves recommendation CTR by 32.70%, image take-away rate by 16.32%, and average conversation turns per user by 39.90% (all p<0.05).

  11. OasisKV: Scaling In-Decode KV Cache Beyond HBM with Lookahead Sparse Prefetching

    Large language model (LLM) inference serving is increasingly constrained by memory rather than compute. As long-context and long-form reasoning workloads become more prevalent, the key-value (KV) cache dominates both memory footprint and memory traffic during LLM token generation, i.e., decode. In particular, HBM capacity has become a scarce and costly resource that heavily limits inference batch size and system throughput. This paper presents OasisKV, a memory-centric LLM inference system design that alleviates HBM capacity pressure by decoupling full KV-cache storage from HBM during LLM decoding. Because decode-time attention is naturally sparse, OasisKV keeps only the KV entries of the most relevant tokens in HBMs for attention computation. We observe that future important tokens can be predicted accurately in advance using lookahead tokens drafted by speculative decoding (SD). OasisKV employs an efficient attention background pipeline to identify important KV blocks. They are then prefetched from higher-capacity memory tiers (e.g., host or remote memory) and staged in HBMs before being used in the next decode step. We implement OasisKV based on vLLM. The lookahead prediction is accurate enough to keep accuracy within 0.7 points of full attention under a 2,048-token KV budget. This lets OasisKV turn sparsity into throughput gain: 1.69times over dense vLLM on the reasoning workload at 0.1 points of accuracy loss, and up to 2.1times on multi-GPU long-context serving. Under prefill--decode disaggregation, OasisKV reaches about 2times dense throughput while admitting each request with 6.5--9.7times less KV and holding 2.2-2.6 less decode-node host memory than full KV transfer.

  12. SPOT: Sparse Probing and Outcome Calibration for On-Policy Distillation

    On-policy distillation (OPD) provides dense teacher supervision on student-generated trajectories, but standard reverse-KL training can assign insufficient probability to other plausible continuations. Teacher entropy alone does not reveal whether uncertainty is concentrated among a few plausible next tokens or dispersed over a long probability tail, nor whether the student already represents those candidates well. Moreover, local teacher probabilities may not predict downstream success. We introduce Sparse Probing and Outcome-calibrated Targets OPD (SPOT), which addresses two coupled decisions, where to probe and what to distill, through an acquisition--exploration--exploitation procedure. During acquisition, a position-level score combines normalized teacher entropy, the probability mass captured by a small top-k candidate set, and student--teacher mismatch to allocate a limited probing budget. During exploration, SPOT evaluates teacher-proposed candidates through verifier-scored student continuations. During exploitation, these outcomes produce a closed-form, KL-regularized target that favors candidates with better downstream outcomes while remaining anchored to the teacher distribution. Extensive experiments across multiple student models and reasoning benchmarks demonstrate the effectiveness of SPOT in improving reasoning performance while balancing solution quality and coverage.

  13. Scaling Inherently Interpretable Language Models

    Interpretability is often treated as a tax on capability: language models are trained as opaque systems, then explained after the fact, with methods whose reliability is difficult to establish. In this work, we challenge this premise. Rather than reverse-engineering a model, we make interpretability a constraint of the training pipeline, optimized alongside the language modeling objective. Across three orders of magnitude of compute, on both autoregressive and diffusion language models, interpretability scales with capability rather than against it. Surprisingly, model representations become more disentangled and aligned with human-understandable concepts with scale. We instantiate the training-time recipe with Steerling-8B, a diffusion language model with a causal attention mask. For any group of generated tokens, Steerling-8B attributes the output to relevant input tokens, human-understandable concepts, and training data. This enables closed-loop intervention: diagnose an output through its concept or feature attribution, retrieve similar training data, and correct the behavior through concept steering without retraining. Steerling-8B remains competitive with open peer models trained on substantially 2-16x more compute, suggesting a different scaling paradigm: interpretability can be designed into training, and it improves with scale.

  14. Evo-Bench: Can Language Models Improve Agent Harness?

    Large Language Models (LLMs) have driven rapid progress in autonomous agents, yet standard evaluations remain confined to static task solving. An emerging frontier is harness evolution---the agent's capacity to autonomously optimize its own operating harness. However, systematically benchmarking this capability remains challenging, as existing evaluations fail to isolate harness improvements from base model strength, prevent task-specific overfitting, or capture long-horizon iterative research. To address these challenges, we introduce Evo-Bench, the first benchmark designed to evaluate models' intrinsic harness-evolving capabilities across Search, Office, and General agent domains. To rigorously isolate this capability, Evo-Bench employs a novel harness-guided construction framework: it leverages auxiliary-task evolution to identify tasks genuinely sensitive to framework improvements, followed by sensitivity-aware stratified splitting to ensure robust cross-suite generalization. Extensive evaluations across nine frontier and open-weight models reveal that top models achieve massive absolute gains reaching 16.6 points, closely approaching state-of-the-art human-engineered baselines. Crucially, while autonomous evolution outpeforms artificial harness in General tasks and excels in Search tasks, it struggles in Office tasks that demand highly specific processing workflows. Furthermore, our analysis exposes critical temporal anomalies like early saturation, while demonstrating that the synthesized harnesses act as highly transferable reasoning structures, consistently boosting diverse policy models.

  15. RoMeRL: Balancing Feedback Coverage and the Memory-Reward Trap in Self-Evolving Agent Memory via Reduced-Order Utility States

    Learning-based memory systems for self-evolving LLM agents face two tightly coupled challenges. First, trajectory-indexed utilities grow with the interaction history, thereby dispersing limited feedback over an ever-expanding state space. Second, because trajectory-level rewards are jointly assigned to co-retrieved memories, irrelevant experiences may receive misleading utility updates and consequently enter the memory-reward trap. To address these challenges, we introduce Reduced-Order Memory Reinforcement Learning (RoMeRL), which represents the growing trajectory-indexed utility space using a fixed-dimensional per-task memory state factorized by outcome polarity and memory dynamics. RoMeRL incorporates new experiences through a fixed set of semantic coordinates whose contents are updated or replaced over time, thereby concentrating feedback over a bounded utility support. Theoretically, we show that this reduced-order parameterization increases the average feedback received by each utility coordinate and characterize the steady-state occupancy of erroneous coordinates under a generic coordinate-transition model. Empirically, across ALFWorld and LifelongAgentBench, RoMeRL improves task performance, reduces the Cold-Q ratio by 80.0%, increases feedback density by approximately 6.0 times, reduces the maintained memory size by 84.4%, and cuts LLM calls by 21.1%. These results show that reduced-order utility states support efficient self-evolving agent memory while limiting persistent reward contamination. Code is available at: https://github.com/YOUNG-fnxm/RoMeRL

Techmeme(15)

  1. Source: Kalshi's annualized revenue topped $4B in July, up from $2B+ two months earlier, and its operating expenses totaled $300M in June (Yueqi Yang/The Information)

    Yueqi Yang / The Information : Source: Kalshi's annualized revenue topped $4B in July, up from $2B+ two months earlier, and its operating expenses totaled $300M in June —  World Cup wagers helped double Kalshi's revenue to a more than $4 billion annualized rate in July, from a pace of over $2 billion two months earlier, a person familiar with the matter said.

  2. Accel raised $3.5B in funds for early-stage investments, including a $1.35B global expansion fund for larger early-stage rounds and rapid follow-on investments (Natasha Mascarenhas/Bloomberg)

    Natasha Mascarenhas / Bloomberg : Accel raised $3.5B in funds for early-stage investments, including a $1.35B global expansion fund for larger early-stage rounds and rapid follow-on investments —  Accel, a global venture capital firm with offices in Silicon Valley, London and Bangalore, India, has raised $3.5 billion …

  3. Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext (Will Knight/Wired)

    Will Knight / Wired : Researchers find that feeding a frontier model's encrypted reasoning traces to a weaker model from the same provider can make it output the traces in plaintext —  Researchers devised a way to extract “reasoning traces” from Claude, GPT, and Gemini.  What they found, they say …

  4. Sources: former OpenAI Chief Product Officer Kevin Weil is aiming to raise $150M for a new AI science startup, seeking a valuation of at least $750M (Business Insider)

    Business Insider : Sources: former OpenAI Chief Product Officer Kevin Weil is aiming to raise $150M for a new AI science startup, seeking a valuation of at least $750M —  Kevin Weil, the former chief product officer of OpenAI, has sought a valuation of at least $750 million for a new AI science startup …

  5. CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., and a $104B revenue backlog, with 1.5 GW of contracted power; CRWV jumps 9%+ after hours (Jordan Novet/CNBC)

    Jordan Novet / CNBC : CoreWeave reports Q2 revenue up 112% YoY to $2.58B, vs. $2.56B est., and a $104B revenue backlog, with 1.5 GW of contracted power; CRWV jumps 9%+ after hours —  CoreWeave shares jumped 14% in extended trading on Tuesday after the AI infrastructure provider reported revenue than topped Wall Street expectations.

  6. Super Micro reports Q4 revenue up 93% YoY to $11.1B, vs. $11.3B est., and forecasts Q1 and FY 2027 revenue above estimates; SMCI jumps 9%+ after hours (Dina Bass/Bloomberg)

    Dina Bass / Bloomberg : Super Micro reports Q4 revenue up 93% YoY to $11.1B, vs. $11.3B est., and forecasts Q1 and FY 2027 revenue above estimates; SMCI jumps 9%+ after hours —  Super Micro Computer Inc. gave a revenue forecast for the current quarter that topped analysts' estimates, a sign the booming artificial …

  7. Filings show Uber divested from long-time partner Serve Robotics in Q2, as the companies clash over how to deploy delivery robots; Serve has a DoorDash deal (Natalie Lung/Bloomberg)

    Natalie Lung / Bloomberg : Filings show Uber divested from long-time partner Serve Robotics in Q2, as the companies clash over how to deploy delivery robots; Serve has a DoorDash deal —  Uber Technologies Inc. has divested from long-time partner Serve Robotics Inc. as the two companies clash over how to deploy delivery robots …

  8. Similarweb: Bluesky's mobile MAUs fell 27% YoY to 10.4M in June and DAUs fell 26% to 3M in July; X's mobile MAUs fell 3% to 302M and DAUs fell 7% to 123.7M (Sarah Perez/TechCrunch)

    Sarah Perez / TechCrunch : Similarweb: Bluesky's mobile MAUs fell 27% YoY to 10.4M in June and DAUs fell 26% to 3M in July; X's mobile MAUs fell 3% to 302M and DAUs fell 7% to 123.7M —  Decentralized social network Bluesky was one of the bigger beneficiaries of the exodus from Elon Musk's X in November 2024, following the U.S. elections.

  9. Royal Bank of Canada and Bank of Montreal agree to sell payments company Moneris to PE firm Francisco Partners for CA$2B in cash, splitting proceeds equally (Bloomberg)

    Bloomberg : Royal Bank of Canada and Bank of Montreal agree to sell payments company Moneris to PE firm Francisco Partners for CA$2B in cash, splitting proceeds equally —  Two of Canada's largest banks agreed to sell payments firm Moneris Solutions Corp. to Francisco Partners for C$2 billion ($1.4 billion) in cash.

  10. Sources: David Sacks' Craft Ventures is targeting around $1B for a new fund, its first since Sacks stepped down as the White House AI and crypto czar (The Information)

    The Information : Sources: David Sacks' Craft Ventures is targeting around $1B for a new fund, its first since Sacks stepped down as the White House AI and crypto czar —  Craft Ventures, the VC firm helmed by former White House AI czar David Sacks, is raising its first fund since Sacks stepped away …

  11. SpaceXAI rolls out Grok Bot AI agent app in beta on Mac, iOS, Windows, and Linux, initially for SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium users (Zac Hall/9to5Mac)

    Zac Hall / 9to5Mac : SpaceXAI rolls out Grok Bot AI agent app in beta on Mac, iOS, Windows, and Linux, initially for SuperGrok Heavy, Cursor Ultra, and Cursor Teams Premium users —  SpaceXAI and Cursor are in the process of becoming a single company, but first, the two firms are releasing an all-new iPhone and Mac app called Grok Bot.

  12. Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models (The Information)

    The Information : Sources: Nvidia is developing a Nemotron 4 model with 1T+ parameters, up from Nemotron 3 Ultra's 550B parameters but smaller than leading Chinese open models —  Nvidia is doubling down on its open-source efforts, pouring investment into an ambitious new in-house AI model that it hopes …

  13. Sundar Pichai says Gemini has hit 1B+ MAUs, the company's fastest-growing product ever and its 14th product to hit the 1B-user mark (Sundar Pichai/@sundarpichai)

    Sundar Pichai / @sundarpichai : Sundar Pichai says Gemini has hit 1B+ MAUs, the company's fastest-growing product ever and its 14th product to hit the 1B-user mark —  1B+ people are now using @Geminiapp every month to spark new ideas and get things done. It's our fastest growing product ever, and our 14th to hit the 1B-user mark. Kudos to @JoshWoodward & the entire Gemini team, and thank you to everyone who has been on this journey with us - [image]

  14. Brad Lightcap, who most recently led OpenAI's special projects division and formerly was its COO, says he is leaving the startup "to start something new" (Stephanie Palazzolo/The Information)

    Stephanie Palazzolo / The Information : Brad Lightcap, who most recently led OpenAI's special projects division and formerly was its COO, says he is leaving the startup “to start something new” —  Brad Lightcap, who most recently led OpenAI's special projects division and formerly was its chief operating officer …

  15. Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations (Jack Morphet/Wall Street Journal)

    Jack Morphet / Wall Street Journal : Flight tracking platform FlightAware sues Kalshi in New York, alleging Kalshi is using its data without permission to let users bet on flight cancellations —  FlightAware says such markets could incentivize unsafe tactics to impact cancellations and create the potential for disruption to air travel

Solidot(15)

  1. 科技公司高管称 AI 将会减少工作时间,实际上 AI 增加了工作时间

    四年前 Google 的一位工程总监宣称到 2025 年 AI 将推动企业实行四天工作制。OpenAI 今年早些时候也鼓励企业试行四天工作制,声称 AI 将能大幅提升人类劳动效率,业界应为此做好准备。OpenAI 的一位前员工称,该公司从未真正试行过四天工作制。前员工称 OpenAI 的工作文化令人精疲力竭,频繁举行危机会议,周末要加班,绩效考核残酷无情,同事会被突然解雇。科技公司员工称,他们的工作时长远超典型的每周五天 40 小时。前 OpenAI 员工表示,他们每周至少工作 70 小时。他现在在一家 AI 初创公司工作,每周工作时间接近 50-60 小时,在工作生活平衡上比 OpenAI 好点。OpenAI 和 Anthropic 员工称,公司的冲刺开发通常持续数周,一周的工作时长甚至超过 90 小时。前 Google 员工 Amin Shali 称在离职后其睡眠和整体健康状况都改善了。

  2. 微软大幅上涨 Windows 11 的 OEM 授权费

    微软据报道大幅上涨了 PC OEM 厂商的 Windows 11 授权费。价格上涨于 7 月生效,平均上涨了 7% 至 10%。过去 Windows OEM 授权费上涨通常是个位数,这次上涨幅度更大。具体涨幅将基于 PC 处理器而存在差异,高端 CPU 系统需要支付不同的价格。微软此举无疑是雪上加霜,PC 市场已因内存和存储器涨价而苦苦挣扎。

  3. Claude 生成的文本添加看不见的水印

    Anthropic 为其 AI 工具 Claude 生成的文本添加看不见但能被机器读取的水印。此举是为了遵守欧盟 AI Act 第 50 条关于 AI 生成文本透明度要求。Anthropic 表示,水印将适用于全球用户,而不仅仅是欧洲用户。Anthropic 的系统将对文本和支持的文件使用不同的技术,文本添加不可见水印,文件则包含签名的来源信息。用户在阅读文本时不会看到水印。当用户复制粘贴文本内容时,水印仍将保留。Anthropic 还预计部分水印在编辑后仍然有效。

  4. Google Play Store 美区上架了第一个替代应用商店

    因 Google 与 Epic 诉讼案法官的裁决,Google 开始向第三方应用商店开放其 Play Store。Play Store 美区上架的第一个替代应用商店是 Aptoide,Epic、亚马逊、三星、微软等公司上架各自的应用商店可能只是时间问题。Android 生态系统有大量第三方应用商店,但大部分应用商店都由 Android 厂商捆绑在各自的产品中,如亚马逊的 Fire 平板捆绑了亚马逊的应用商店,三星 Galaxy 智能手机捆绑了其 Galaxy Store。

  5. 直接给现金能使贫困家庭长期受益

    贫困问题的一个潜在解决方案是:直接给穷人现金。越来越多的研究表明,现金转移支付能使贫困家庭受益。加州圣克鲁兹经济学家 Jonathan Robinson 的团队在美国国际开发署(USAID)的支持下分别在利比里亚和马拉维选择了 150 个村庄,向每户家庭提供一笔一次性的现金(250 美元或 500 美元、750 美元),在每个国家再选择 150 个对照村庄,不提供现金。在之后的两年时间里,研究人员每月实地调查和电话调查了数百名女性。结果显示,贫困家庭通常会很快花光钱,但这笔钱通常花在改善粮食安全等方面的投资上。在两年后,实验组家庭的粮食安全状况仍然高于对照组家庭,显示现金给贫困家庭带来了至少两年的益处。研究人员本想要长期追踪这 600 个村庄,但所有资金都来自 USAID,而 USAID 在 2025 年初被特朗普政府/马斯克的政府效率部解散了,研究没法继续下去了。

  6. 扎克伯格的超级游轮未帮助一艘搁浅的船

    8 月 3 日 9:32 pm,一艘搁浅船只在阿拉斯加 Point Highland 附近发出求助信号。海岸警卫队确认该船未遇险后发布了海上援助请求广播,呼吁附近海员提供自愿帮助。这意味着附近船只没有法律义务提供援助。如果海岸警卫队认定该搁浅船只遇险,那么根据国际海事法和美国法律,附近船只的船长有义务提供援助。扎克伯格的超级游轮 Launchpad 当时就在附近,但它没有参与自愿营救,而是减速让身后的一艘船 Wilderness Legacy 驶过它去营救搁浅船只。Wilderness Legacy 将船拖至 Farragut Bay,为其补充了燃料,这艘船上有两名女子、一名儿童和一只狗。扎克伯格发言人称当时扎克伯格及其家人并不在游轮上,称船员未及时收听救援信息,当他们查看到救援信息时救援行动已经开始了。

  7. Tribar 机器人从 5.7 米高处坠落后能正常运行

    耶鲁、普林斯顿等大学的研究人员在《Nature Machine Intelligence》上报告,他们研发的 Tribar 机器人从 5.7 米高处坠落后能正常工作。这一工程学和机器人领域的双重突破,有望推动适用于行星表面、灾区等危险偏远环境的机器人开发。Tribar 属于张拉整体机器人。这类机器人最早源于建筑学家 Richard Buckminster Fuller 提出的“张拉整体”结构概念,即通过连续的张力元件与间断的压力元件共同维持结构稳定。这一概念应用于机器人领域后,其主体由弹性缆绳网络与刚性杆件构成,结构柔韧轻便,能够像弹簧一样吸收较大的外部载荷,即使受到撞击也不会轻易损坏。Tribar 是一款专为兼顾抗冲击与自主控制而设计的三杆张拉整体机器人。它配备了可拉伸的传感器“肌腱”以及机载运动传感器,能够实时估算自身的形态与方向。Tribar 从一座桥上坠落5.7 米至沥青路面后依然继续前进。这是目前张拉整体机器人坠落高度的最高纪录。

  8. Sergey Brin 投入 1 亿美元反对加州的亿万富翁税

    最新披露的文件显示,Google 联合创始人 Sergey Brin 向致力于反对加州亿万富翁税的 Build a Better California 组织捐赠了 2000 万美元。这意味着 Brin 为避免缴纳预计 133 亿美元的税而投入了逾亿美元反对拟议中的新税。加州的 Prop 40——即亿万富翁税——提议对居住在加州的约 200 位亿万富翁根据其净资产征收一次性 5% 的税,这笔税款将于用于资助加州的医保项目。特朗普政府正准备削减加州的联邦拨款,加州的 Medicaid 医保项目将面临 300 亿美元的亏空。加州选民将于 11 月对 Prop 40 进行投票。英伟达 CEO 黄仁勋公开表示愿意缴纳该税。

  9. 狗能识别人的恐惧与悲伤

    科学家以及爱狗人士早已知晓,狗在解读人类的笑声、皱眉和泪水方面表现出色。然而这种能力背后的生物学机制此前在很大程度上一直未被深入研究。科学家对狗在观察各种人类表情图像时的脑部活动进行了研究。脑部扫描结果显示,狗在一个独特的脑区处理笑容,并且首次提供了证据,表明狗能够区分负面面部表情,包括愤怒、悲伤和恐惧。研究人员首先聚焦于幸福感这一概念。他们在对 8 只狗进行扫描的同时,向其展示陌生人的面部图像,这些人脸的表情或是愉悦或是中立。结果显示,快乐的表情会点亮狗脑中颞叶皮层和尾状核区域——这两个区域分别与较高的认知处理和奖赏处理功能有关。随后团队探究了相同的大脑区域是否会对其他情绪做出反应。他们向 12 只狗展示了表现出快乐、愤怒、恐惧和悲伤情绪的人的图像,并使用机器学习技术分析了这些狗的大脑活动。结果发现,这些狗对这些负面情绪的反应并不一致;颞叶皮层-尾状核网络仅对快乐情绪做出独特反应,这使得研究人员能够轻松区分大脑对微笑与上述三种负面表情的反应。但研究团队发现,犬类的大脑并非只是在将世界划分为善与恶两类。一项全脑分析揭示了截然不同的活动模式,这些模式将恐惧与愤怒和悲伤区分开来,由此首次提供了犬类能够辨别特定负面面部表情的证据。

  10. 欧亚草原中东部人群饮食结构呈现显著的同步演变

    根据发表在《中国科学:地球科学》上的一项研究,中国研究团队对新疆天山北麓白杨河墓地出土的青铜时代晚期至唐代的人骨与动物骨骼进行了碳、氮稳定同位素分析,并结合放射性碳十四测年,首次系统重建了该地区长达4000年的人群饮食演变历史。结果显示,尽管各地生态环境与社会文化存在差异,但整个欧亚草原中-东部人群的饮食结构呈现出显著的同步演变趋势:青铜时代(距今 5000–3000 年),各地普遍以C3类食物(小麦、大麦及家畜肉奶制品)为主;早期铁器时代至汉代(距今3000–2000年),C4作物(主要是黍)消费量大幅增加,动物蛋白摄入也明显增强;汉唐时期(距今2000–1000年),黍的消费显著减少,饮食结构回归以C3作物为主导。研究还揭示了饮食转变中的区域与社会差异:早期铁器时代至汉代(距今3000–2000年),米努辛斯克盆地、中亚东南部及天山北麓为C4作物高强度利用区,黍已成为多数人群主食;哈萨克斯坦中部、阿尔泰山及蒙古中部则为C4作物有限利用区,黍消费多限于精英阶层,具有社会地位象征功能。白杨河墓地数据显示,随葬品丰富或随葬金器者δ¹⁵N值普遍较高,但也存在例外,表明社会地位与动物蛋白饮食之间存在相关但非绝对对应的关联。研究团队综合古气候与考古学证据提出,青铜时代至早期铁器时代–汉代的饮食结构转变,很可能得益于暖湿气候环境下牧业群体跨区域交流的增强;而汉代至晋唐时期的饮食转型,则可能受气候冷干化趋势与谷物加工技术发展的共同影响。该研究为理解欧亚草原人地关系演化及大规模饮食转型的驱动机制提供了关键实证依据。

  11. 对磁星的测量或证实了真空双折射理论

    国际团队在 2025 年 3 月至 4 月间,结合 NASA 的 IXPE (Imaging X-ray Polarimetry Explorer、NICER (Neutron Star Interior Composition Explorer) 以及澳洲联邦科学与工业研究组织(CSIRO)的 Murriyang 无线电望远镜,对磁星 1E 1547-5408 进行了超过 140 小时的联合观测。这是人类史上首次针对磁星进行同步的无线电与 X 射线偏振测量。这颗每 2 秒自转一周的磁星能持续发出明亮的无线电与 X 射线。观测显示,其光子偏振度是类似天体的三倍之多,远高于标准表面辐射模型的预期。为了寻找原因,科学家将目光转向量子电动力学中拥有 90 年历史的真空双折射理论。该理论于 1936 年首次提出,认为在极端强烈的磁场下,太空的真空会如同透镜或稜鏡般过滤光线,进而提升总体偏振度。 IXPE 的 X 射线偏振测量能力成为检验此理论的关键。研究团队的模拟结果支持了真空双折射造成此信号的可能性。

  12. Meta 推出 300 亿参数的开放权重模型 Muse Glimmer

    Meta 在 Apache 2.0 许可证下推出了 300 亿参数的开放权重模型 Muse Glimmer。Muse Glimmer 为本地运行的智能体工作流程进行了优化,能在配备了单个消费级 GPU 的 Mac 或 PC 上运行,支持从本地智能体和函数调用到本地编程和 LLM 自动化评估等多种应用场景。Meta 将在未来几天推出针对 llama.cpp、MLX 和 ExecuTorch 的集成。

  13. 审稿人人数跟不上大幅增长的新论文数量

    同行审议是学术出版流程的重要一环,然而随着在 AI 时代论文数稳步增长,审稿人数量逐渐跟不上了。以前一篇论文通常能找到两到三位审稿人,如今很多论文只能找到一名审稿人。研究人员表示,这种情况越来越普遍。同行审议成为科学的基石其实只有约 50 年历史,是 1970 年代美国科学基金会为了避免将科研项目的拨款决定置于国会议员手中。英国的情况类似。如今同行审议已成为标准流程。加快审稿的一种方法是引入 AI 审稿。未来 AI 生成的审稿意见可能会日益常见,今天的很多审稿人已经在使用 AI 工具。

  14. 为什么出租车和救护车司机很少死于阿尔茨海默

    2024 年的一项研究分析了美国在 2020 年 1 月到 2022 年 12 月之间的 900 万份死亡证明,发现出租车和救护车司机死于阿尔茨海默病的可能性低于其他任何职业。在 443 种职业中,出租车和救护车司机死于阿尔茨海默病的风险最低。在调整了年龄、性别、种族、民族和教育程度等因素后,大约每 100 名出租车和救护车司机中有 1 人死于阿尔茨海默病,而所有职业的整体比例为 1/60。这一模式无法推广到其他驾驶类职业,意味着降低阿尔茨海默病风险并非驾驶而是持续的实时导航:不断确定自身在空间中的位置,追踪目的地,随情况变化更新心智地图(mental maps)。工作依赖于固定或预定路线的驾驶者,如公交车司机和飞机飞行员,没有获得类似的优势。 研究人员认为,导航密集型工作与低阿尔茨海默病风险之间的关联集中在海马体上。海马体是大脑中负责记忆和空间导航的部分,也是阿尔茨海默病最早受损的脑区:空间导航和方向感障碍是最早出现的症状之一。2023 年,研究人员在一个包含逾 22,500 人的数据集上运行了一个机器学习模型,根据环境的复杂程度以 84% 的准确率预测哪些区域的阿尔茨海默病发病率较高。生活在高空间复杂环境中的居民患上阿尔茨海默病的可能性较低。研究人员认为,定期构建认知地图能锻炼阿尔茨海默病最先攻击的神经回路。反复激活与空间导航相关的认知系统有助于延缓症状出现。

  15. 中国人形机器人出货量占全球的逾 97%

    最新行业数据显示,2026 年上半年,中国人形机器人制造商占全球出货量的 97% 以上,显示中国在这一新兴领域已领先美国。Smart Analytics Global 的数据显示,2026 年上半年,全球人形机器人出货量约 1 万 9100 台,是去年同期 5100 台的三倍多。总部位于上海的智元机器人超越总部位于杭州的宇树科技,跃居市场份额榜首。今年上半年,智元机器人出货量达 8400 台,占全球出货量的 44%,宇树科技则为 5900 台。

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