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A Dozen Physics Elements, 2000 Frames, 70fps: Moxin Binds Its 4D World Model to Ascend and Cuts Inference Cost to 30% of a GPU Stack
Thursday, November 05, 2026 in Blog
A Dozen Physics Elements, 2000 Frames, 70fps: Moxin Binds Its 4D World Model to Ascend and Cuts Inference Cost to 30% of a GPU Stack Part One: Video Models Answer What It Looks Like. World Models Answer What Happens When You Move. On November 4, …
110 tok/s, 19MB Proofs, 17-Second CPU Verification: Anthropic Open-Sources FlashProve and Turns Model Substitution into a Math Problem
Thursday, November 05, 2026 in Blog
110 tok/s, 19MB Proofs, 17-Second CPU Verification: Anthropic Open-Sources FlashProve and Turns Model Substitution into a Math Problem Part One: You Paid for the Flagship. Is the Flagship What Ran? On November 2, 2026, Anthropic’s Frontier Red …
It Works Without Being @-Mentioned: DeepSeek Moved Scheduling, Caching, and Watchdogs into the Agent — Trading 4x Tokens for Half the Completion Time
Wednesday, November 04, 2026 in Blog
It Works Without Being @-Mentioned: DeepSeek Moved Scheduling, Caching, and Watchdogs into the Agent — Trading 4x Tokens for Half the Completion Time Part One: What Was Open-Sourced on October 31 Is Not the Agent You’re Used To On the evening …
1,730 Tasks, 4 Promoted, No Success Rate Published: AgiBot Ran Six G2 Robots in a Store for 24 Hours — the Real Asset Is the Scorecard Nobody Handed Out
Wednesday, November 04, 2026 in Blog
1,730 Tasks, 4 Promoted, No Success Rate Published: AgiBot Ran Six G2 Robots in a Store for 24 Hours — the Real Asset Is the Scorecard Nobody Handed Out Part One: The Closing Numbers Look Great — Except the One That Matters At 10:00 on November 2, …
235 Problems, 88 Firsts, Twice the Runner-Up: Infinigence Turned GPU Kernel Tuning into an Agent Loop — But the Leaderboard Framing Matters More Than the Score
Monday, November 02, 2026 in Blog
235 Problems, 88 Firsts, Twice the Runner-Up: Infinigence Turned GPU Kernel Tuning into an Agent Loop — But the Leaderboard Framing Matters More Than the Score Part One: SOL isn’t “fast,” it’s “how far from the hardware …
100,000 Hours Signed, 10,000 Hours/Month Delivered, 95%+ Acceptance: Real-Robot Data Finally Has Dedicated Suppliers — the Missing Link in Embodied AI
Monday, November 02, 2026 in Blog
100,000 Hours Signed, 10,000 Hours/Month Delivered, 95%+ Acceptance: Real-Robot Data Finally Has Dedicated Suppliers — the Missing Link in Embodied AI Part One: Turning “data” from a self-built cost center into purchasable capacity On …
NVIDIA Starts Guaranteeing Its Customers' Landlord: How a $5B Residual-Value Guarantee Turns Chip Sales into Shadow Banking
Friday, October 30, 2026 in Blog
NVIDIA Starts Guaranteeing Its Customers’ Landlord: How a $5B Residual-Value Guarantee Turns Chip Sales into Shadow Banking Part One: This guarantee isn’t a lease guarantee, and it isn’t a chip guarantee On October 30, 2026, The …
A New Generation Every Two Weeks, 59 Points on Top, Yet Only for Cyber Defenders: Dissecting Gemini 4 Carbon's World's Best Through Three Framings and Four Ledgers
Friday, October 30, 2026 in Blog
A New Generation Every Two Weeks, 59 Points on Top, Yet Only for Cyber Defenders: Dissecting Gemini 4 Carbon’s “World’s Best” Through Three Framings and Four Ledgers Part One: Releasing a model 3 hours before the earnings call …
Selling 15%-20% of the IPO to Retail: Anthropic's Retail-Pricing Experiment and the Three Ledgers Hidden in Its Underwriting Split
Thursday, October 29, 2026 in Blog
Selling 15%–20% of the IPO to Retail: Anthropic’s Retail-Pricing Experiment and the Three Ledgers Hidden in Its Underwriting Split Part One: The underwriting split lands — beyond lead underwriters, a dedicated “retail line” On …
GO-3 Preview Tops Three Leaderboards, WRAM Unifies Understanding-Prediction-Action, Fully Open-Sourced by Year-End: The Step That Moves Embodied Foundation Models from Demo to Reproducible
Thursday, October 29, 2026 in Blog
GO-3 Preview Tops Three Leaderboards, WRAM Unifies Understanding-Prediction-Action, Fully Open-Sourced by Year-End: The Step That Moves Embodied Foundation Models from Demo to Reproducible Part One: At the Innovation Day — one Preview version tops …