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Two months ago in San Jose, Jensen Huang stood on the GTC stage wearing a leather jacket and told the world: Tokens are the new commodities, and the cost and efficiency of generating tokens will determine the revenue and survival of technology companies.

Yesterday, at the opening ceremony of Create 2026, Robin Li made a seemingly sabotaging remark: "Tokens only represent costs, not returns. They measure input, not output."

Then he introduced a new concept, DAA, Daily Active Agents .

The shovel seller said that the number of shovels used was a measure of a gold mine's prosperity. The miner retorted, "You'll see how much gold I've dug up!"

They were both right. But the same gold mine, measured in different ways, yielded completely different stories.

The truly interesting point isn't about who's right or wrong, but about one fact: AI is moving too fast, so fast that the industry hasn't even figured out how to keep track of its own finances yet.

DAA: From "How much was burned" to "How much was dried"

Robin Li's DAA logic is not complicated. In the mobile internet era, platforms were measured by DAU, the number of daily active users. WeChat had 1.3 billion, Douyin 700 million, and Meta 3.4 billion. Entering the era of intelligent agents, the corresponding metric should be DAA: how many agents are working for humans every day and delivering results.

The key words are "deliverables".

Token consumption tells you that the system is running, computing power is being burned, and money is being spent. But it doesn't tell you what those tokens are actually doing. Is it helping an entrepreneur write a business plan, or is it users repeatedly asking "hello" and then GPT-5.4 charging them $80? The number of tokens consumed in these two scenarios may be similar, but the value created is vastly different.

Robin Li said, "This is closer to value and closer to the essence than pointless token consumption."

He also made a bold prediction: the number of DAAs worldwide may exceed 10 billion in the future . If one person simultaneously runs three to five agents to handle different tasks, you are a DAU, but you contribute three to five DAAs.

The number of agents far exceeds the population, which is technically conceivable.

Robin Li himself has said that this is a "non-consensus view." In an industry where everyone is talking about token consumption, it takes courage to say that tokens do not represent the end game.

Of course, some motivation is also needed.

Token Economics: An Extremely Sexy Narrative

The appeal of token economics lies in the fact that it is supported by a wealth of data.

As of March this year, the daily average token usage in China exceeded 140 trillion, more than 1,000 times the 100 billion at the beginning of 2024. The daily average token usage of the Volcano Engine's Doubao large model surpassed 120 trillion. The weekly token usage of the top ten models on the OpenRouter platform surged from 1.24 trillion to nearly 14 trillion.

A growth curve so steep it's dizzying, the core driver of which is precisely the Agent.

In the past, during the chatbot era, a single round of conversation consumed 1,000 to 3,000 tokens. After the introduction of agents, a complete task triggers dozens or even hundreds of model calls, with medium-sized tasks consuming 100,000 tokens and complex tasks consuming millions.

The more agents there are, the more tokens are consumed, the higher the computing power requirement, and the better the chips sell .

This closed loop is incredibly elegant for Nvidia. With full-year revenue of $215.9 billion and net profit of $117 billion in 2025, Jensen Huang has every reason to say: Tokens are the new oil .

Companies are also voting with their feet. Alibaba established the Token Hub business group, with Wu Yongming personally leading it. Yao Jinbo of 58.com said the more tokens used, the better, regardless of cost. Kunlun Tech issued an internal memo mandating AI coding, with those who don't meet the requirements being eliminated. Huang Renxun even predicted that "how many tokens your offer includes" will become a new bargaining chip in Silicon Valley.

The biggest advantage of using token consumption as a metric is its simplicity, quantifiability, and cross-platform comparability. 140 trillion is 140 trillion; it looks the same to everyone.

However, exceeding 100 million yuan in revenue might mask some problems. A restaurant that only focuses on the amount of ingredients consumed is not necessarily a good restaurant.

Consensus outweighs differences

If you look at Token Economics and DAA together, you'll find that their consensus actually outweighs their differences.

Both of these judgments are based on the premise that AI is moving from the dialogue stage to the agent stage, and both believe that this will lead to a trillion-dollar industry reshaping .

Where does the disagreement lie? It lies in whose financial statements better represent the health of the industry.

The token quantity represents the input side: how much computing power was consumed, and how many tokens the factory produced per watt. This is extremely important for chip manufacturers and cloud providers.

DAA measures the output side: how many agents are running and how many tasks have been completed. This is extremely important for application platforms. Baidu's products, such as DuMate, Miaoda, and Baidu Yijing, all emphasize "getting things done for you." Only by using "result delivery" as the accounting standard can the value of the application layer truly emerge.

Your perspective is influenced by your position, but that doesn't mean anyone is lying. Every player will naturally favor the accounting method that is most advantageous to them.

Interestingly, Tencent has also taken a stand on the application side. Yang Chen, Vice President of Tencent Cloud, stated, "We believe that tokens are not a very healthy business; they may have a large volume, but the stickiness is extremely poor." Tencent's core assets are the WeChat ecosystem and content scenarios, and what it cares about is whether AI can run in its own scenarios. Alibaba's attitude is completely opposite; Wu Yongming predicted that AI and cloud business revenue will exceed $100 billion in the next 5 years.

Within the same industry, among the same group of intelligent people, opinions can be completely different. This in itself demonstrates that the pace of AI iteration has outpaced the formation of consensus.

Token consumption is like GDP, measuring the total scale, whether a bridge is built or a hole is dug and then filled. DAA is like the employment rate, measuring how much "labor force" is creating value. High GDP but low employment rate is called idleness. High employment rate but poor output quality is called bloated. A healthy economy needs to look at both figures.

But frankly, for the average user, both of these metrics are technical terms.

Users only care about one simple question: Is it easy to use? How much time did it save me? How much did it cost me?

AI products based on the narrative of token economics are actually not very user-friendly.

When you use a ride-hailing app, you know exactly what the starting price is, how much it costs per kilometer, and how traffic jams are calculated. But when you use an AI agent, many ordinary users still don't understand how many tokens were consumed, which model was running, or how many rounds of "reflection" by the agent caused the cost to double.

DAA offers at least another perspective: users shouldn't care how many tokens the agent burns, but rather whether it gets the job done. The former is like a water meter reading, the latter like whether the tap is running water.

Behind the word-creation movement

In early 2024, China's daily token usage was only 100 billion. By March 2026, it had reached 140 trillion. A 1000-fold increase. At this rate, any existing framework or understanding will become instantly obsolete.

Therefore, each player can only start from their own position and try to draw a coordinate system for this chaos. Jensen Huang created the "Token Factory," Robin Li created "DAA," and Alibaba created "Token Hub"…

Tokens measure the prosperity of infrastructure, while DAA measures the delivery density of application value. They are more complementary than mutually exclusive. Without the production and circulation of tokens, there is no operation of agents; without agents delivering results, token consumption is merely idle activity.

For users, the best metric is the one you don't even need to know. You turn on the tap, and the water comes. You hand over the work to the agent, and it's done. You glance at the bill and it seems reasonable. As for how many tokens were consumed, how many agents were used, whose chip it was, and which layer of cloud service was used, let Huang Renxun and Li Yanhong argue about that.

From DAU to DAA, from "people using products" to "products helping people do work," the value coordinates of the AI ​​era are being reconstructed .

Debate is a good thing. When an industry only has one way of recording data, everyone will optimize around the same number, regardless of whether that number actually leads to value.

Having more dimensions for measurement means having at least one more opportunity to correct errors.

As for which set of weights and measures will ultimately survive, the answer may not be in the hands of Huang Renxun and Li Yanhong, but in yours.

What you do with the agent every day, how well you do it, and whether you're willing to continue paying—these real-world choices are the most honest vote in the AI ​​era.

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News worth watching even on the weekend

Ming-Chi Kuo: Apple supports Intel to counterbalance TSMC; yield target 50% to 60%.

TF International Securities analyst Ming-Chi Kuo disclosed yesterday that Apple has initiated projects for low-end and older iPhone, iPad, and Mac processors using Intel's 18A-P series process, with iPhones accounting for approximately 80% of the orders.

According to the tape-out schedule, Apple expects to ramp up production with Intel in 2027, continue to increase in 2028, and enter a period of decline in 2029. For Intel, the yield target for 2027 is to achieve a stable yield of over 50% to 60%, but the mass production schedule and shipment volume are still unclear.

However, Ming-Chi Kuo also pointed out that even if Intel ships smoothly, TSMC will still account for more than 90% of Apple's supply chain.

Ming-Chi Kuo believes that Apple's move is intended to cultivate Intel as a long-term alternative supplier. AI's demand for TSMC's advanced process resources will continue to increase, and Apple needs to plan ahead while it still has bargaining power. At the same time, Apple is also simultaneously evaluating other advanced process technologies from Intel.

OpenAI integrates ChatGPT and Codex; Greg Brockman officially takes over product strategy.

According to WIRED, OpenAI announced a new round of organizational changes to its employees yesterday, with co-founder and president Greg Brockman officially taking over product strategy.

The report points out that OpenAI is integrating ChatGPT, the programmable agent Codex, and its API business for developers into the same core product team, with the goal of merging the three into a "unified experience".

Thibault Sottiaux, the former head of Codex, has been promoted to head of core products and platforms, overseeing consumer, enterprise, and developer lines; Nick Turley, the former head of ChatGPT, has moved to oversee enterprise product redesign; and Ashley Alexander, the former vice president of Instagram, has taken over as head of consumer products.

Anthropic raises $30 billion, bringing its valuation to $900 billion, surpassing OpenAI.

According to the Financial Times, Anthropic has reached terms for a $30 billion funding round, which will value the company at approximately $900 billion, nearly tripling its valuation of $350 billion in early February.

This funding round was jointly led by Dragoneer Investment Group, Greenoaks Capital, Sequoia Capital, and Altimeter Capital. Reports indicate that each lead investor is expected to contribute at least $2 billion.

WeChat donated its first line of code and a test machine, which were then added to the collection of the CCF Computer Museum.

The CCF Computer Museum (CCM) received a batch of early historical artifacts donated yesterday by the Tencent WeChat team, including the original archive of the first line of WeChat backend code, early development equipment such as the iMac ME086CH/21-inch all-in-one computer and Dell tower workstation, as well as early test terminals such as the Apple iPod Touch 3 and Nokia 5800XM.

CCM stated that due to the extremely rapid iteration of mobile products and the ease with which digital data can be overwritten and deleted, a large number of physical objects that witnessed the early days of the mobile internet have not been systematically protected. This donation presents the development chain of WeChat from scratch and is a core physical testament to the early development of China's mobile internet.

The main building of CCM has been fully completed and is scheduled to open in September this year. Currently, it is continuously collecting computer-related artifacts from various periods from the public.

Porsche says it feels "somewhat helpless" to be copied by Chinese automakers; Luo Yonghao: Porsche itself has a history of this.

Tang Fengliang, Vice President of Media and Public Relations at Porsche China, said at the Yijingsi Forum in Zhejiang that Porsche has inspired a highly unified aesthetic in car design over the past few years, and Chinese automakers are imitating it, which is "both an honor and a bit frustrating."

Luo Yonghao later responded on Weibo, saying that Porsche's "helplessness" was understandable, but claiming that Chinese car companies copied "with a high degree of uniformity" was just boasting.

He also pointed out that Porsche had previously copied the design of the Czechoslovakian brand Tatra, citing the fact that Volkswagen paid Tatra 1 million West German marks in an out-of-court settlement in 1965, and bluntly stated, "When it comes to being a rogue, who can compare with Porsche?"

These remarks immediately sparked discussion. Some netizens pointed out that he had committed the logical fallacy of "appealing to hypocrisy," to which Luo Yonghao responded strongly, stating that he had clearly acknowledged that plagiarists "are also scoundrels," and that he was not trying to excuse plagiarism.

Huawei Mate X7 officially reduced in price by 1000 yuan

Huawei announced yesterday that it will simultaneously offer price reductions on two of its foldable screen phones:

The entire Mate X7 series will see a price reduction of 1,000 yuan, with prices starting at 11,999 yuan after the discount; the Mate X6 will see a price reduction of 3,000 yuan, with prices starting at 9,999 yuan after the discount.

The equity stake worth approximately 2.32 million yuan in the company seeking to manufacture electric vehicles has been frozen.

According to Qichacha App, Starry Sky Project (Shanghai) Automotive Technology Co., Ltd., which is actually controlled by Yu Hao, the founder of Dreame Technology, recently had a new equity freeze notice. The equity amount is approximately RMB 2.3225 million, and the equity belongs to Shanghai Starry Sky Project Import and Export Trade Co., Ltd.

Last August, Dreame Technology announced its entry into the automotive industry. Currently, Dreame's automotive team comprises approximately 1,000 people, with R&D personnel accounting for 70%, and its self-developed technologies cover multiple core areas of intelligent vehicles. Regarding the recent equity freeze on the vehicle manufacturing entity, the company has not yet officially responded.

The Chinese version of the Switch has officially ceased service.

The Nintendo eShop for the Chinese version of the Switch officially shut down last night. As a result, the Chinese version of the Switch will no longer be able to play online games or download games.

Before the server shutdown, the official team sent a reminder to relevant players, advising them to complete the download and activation of all purchased games, DLCs, and redemption codes before the shutdown; digital content cannot be recovered after deleting game data or formatting the console.

On March 31st of this year, the sale of games for the Chinese version of the Switch ceased; and according to a previous official announcement, repair services for the Chinese version of the Switch console and accessories will also be completely terminated starting December 31st. This means that official after-sales support for the Chinese version of the Switch will come to a complete end at the end of this year.

Baidu establishes Model Committee (BMC)

According to the Science and Technology Innovation Board Daily, Baidu recently established the Baidu Model Committee (BMC), whose members are young researchers with a deep understanding of large-scale models. Both the Basic Model Development Unit (BMU) and the Applied Model Development Unit (AMU) report to this committee.

Sources familiar with the matter revealed that the newly established BMC will comprehensively oversee Baidu's large-scale model business, covering the entire chain from path exploration, technology planning, model training to business implementation, with the goal of achieving integrated management of models from technology to application.

Baidu stated that this move will help concentrate its superior resources and continuously build and strengthen its technological advantages in the field of artificial intelligence.

Samsung Electronics achieved a record quarterly revenue, with semiconductors accounting for over 90% of its operating profit.

Samsung Electronics released its financial results for the first quarter of fiscal year 2026 (January 1 to March 31) yesterday:

During the period, consolidated revenue reached 133.9 trillion won, representing a year-on-year increase of 69% and a quarter-on-quarter increase of 43%; operating profit was 57.2 trillion won, representing a year-on-year increase of 756% and a quarter-on-quarter increase of 185%, with an operating profit margin of 42.8%. Net profit was 47.2 trillion won, with a net profit margin of 35.3%. Basic earnings per share were 7,123 won.

• Semiconductor (DS): Revenue reached 81.7 trillion won, a year-on-year increase of 225% and a quarter-on-quarter increase of 86%; operating profit was 53.7 trillion won. Among them, the memory business revenue was 74.8 trillion won, a year-on-year increase of 292% and a quarter-on-quarter increase of 101%, which was the core growth engine for this quarter.
• Device Experience (DX, including mobile phones and consumer electronics): Revenue of 52.7 trillion won, up 2% year-on-year; operating profit of 3.0 trillion won, down approximately 1.8 trillion won year-on-year.
• Display (SDC): Revenue of 6.7 trillion won, up 14% year-on-year; operating profit of 0.4 trillion won, down 0.1 trillion won year-on-year.
• Harman: Revenue of 3.8 trillion won, up 12% year-on-year; operating profit of 0.2 trillion won.

Looking ahead to the next quarter, the company expects continued strong demand for server memory and SSDs driven by the expansion of AI infrastructure, and plans to deliver the first samples of HBM4E to customers to consolidate its technological leadership. In the mobile phone business, the launch effect of the Galaxy S26 series is fading, and profitability is expected to be under pressure.

Hynix's revenue reached 52.58 trillion won in the first quarter of this year, with operating profit surging 405% year-on-year.

Yesterday, SK Hynix released its first-quarter results (ending March 31). According to K-IFRS, the company achieved revenue of 52.58 trillion won, a year-on-year increase of 198%; operating profit of 37.61 trillion won, a year-on-year increase of 405%; and net profit of 40.35 trillion won, a year-on-year increase of 398%.

This quarter's revenue surpassed 50 trillion won for the first time in a single quarter, setting a new record. Key financial indicators are as follows:

• Gross profit was 41.68 trillion won, with a gross profit margin of 79%, an increase of 22 percentage points year-on-year;
• Operating profit margin reached 72%, a record high for a single quarter, up 14 percentage points from the previous quarter;
• EBITDA was 41.34 trillion won, with an EBITDA margin of 79%, representing a year-on-year increase of 284%.
• The net profit margin was 77%, of which non-operating profit was 14.01 trillion won, including 9.94 trillion won in valuation gains from investment assets.

Kioxia: Memory supply remains tight in 2027; net profit to increase by 103.6% year-on-year.

Kioxia Holdings yesterday released its fiscal year 2026 results ending March 31, 2020. During the period, it achieved revenue of 2.3376 trillion yen, an increase of 37.0% year-on-year; and net profit attributable to shareholders of the parent company of 554.49 billion yen, an increase of 103.6% year-on-year, according to IFRS.

• SSD and storage business revenue reached ¥1.3626 trillion, an increase of 37.5% year-on-year to ¥371.5 billion;
• Revenue from the smart device business reached ¥759.98 billion, an increase of 51.6% year-on-year to ¥258.8 billion;
• Revenue from other businesses (including retail products such as SD cards and USB flash drives, and sales to SanDisk) was ¥215.01 billion, basically flat year-on-year.

According to a report by CLS, Kioxia stated that orders from AI server customers continue to strengthen, NAND prices denominated in US dollars more than doubled in the first quarter, and the NAND storage supply is expected to remain tight in 2027.

WeChat releases "Global Youth AI+ Mini Program" Insight Report

Yesterday, Tencent Research Institute, in conjunction with WeChat, released the "Global Youth AI + Mini Program Insight Report," which disclosed key data on how students in the global basic education stage use AI tools and mini programs for application development.

According to the report, since the WeChat Mini Program Education Platform was officially launched in November 2023, it has attracted more than 87,000 students from 7,954 schools around the world, and has created more than 287,000 Mini Program projects.

During the development process, teachers and students consume over 50 billion tokens annually to support approximately 3.75 million human-computer interactions by utilizing AI-assisted creation. Furthermore, the WeChat Mini Program Global Innovation Challenge, held for four consecutive years, has generated 7,430 entries, with the fourth edition alone receiving 4,900 submissions, demonstrating a significant surge.

In terms of developer profiles, 62% of projects were completed independently by a single person, and the youngest award-winning developer was only 5 years old. Geographic activity data shows that Hong Kong, Beijing, and Macau rank in the top three, and project collaboration has shown characteristics of cross-border development.

In terms of application, post-05 developers mainly focus on practical social scenarios such as accessibility assistance, carbon footprint, age-friendly care, and health management.

He Xiaopeng: When there are no longer 150 new car models at auto shows, the involution of the Chinese auto industry may be over.

According to Economy, He Xiaopeng, Chairman and CEO of XPeng Group, said at the 18th Xuanyuan Auto Blue Book Forum yesterday, "When we no longer see 150 new cars at the Beijing and Shanghai Auto Shows, the involution of the Chinese auto industry may be over."

He Xiaopeng stated that over the past decade, China's new energy vehicles have undergone two significant transformations: first, the core driving energy has shifted from traditional fossil fuels to electrochemical energy; and second, the industry has entered a preliminary stage of widespread adoption of intelligent technology.

He said that ten years ago, almost no one believed that Chinese cars could achieve their current success in the global market and realize a large-scale global layout.

He Xiaopeng believes that the next decade will be a period of dual superposition of electrochemical energy and data energy, with chips and models becoming new "engines," and the capabilities of automobiles and robots being deeply integrated within this decade.

The ROG XREAL R1 gaming AI glasses are now available for pre-order at 5999 yuan.

The ROG XREAL R1 gaming AR glasses, co-branded by ROG and XREAL, are now available for pre-order, with a special launch price of 5999 yuan.

• With a refresh rate of up to 240Hz, it supports a maximum virtual giant screen of 171 inches and can display a 128-inch screen at an extended distance of about 4 meters, with a field of view of 57°.
• 106% sRGB color gamut, 700 nits of eye brightness, supports HDR 10 and electrochromic color gamut;
• The native 3DoF hover mode can fix the screen display, and the official claim is that it does not cause dizziness.

Honor CEO Li Jian officially announced that the robot phone will be released in Q3 this year.

Honor officially unveiled its first Robot Phone at the Cannes Film Festival yesterday and announced that it has become the only video partner in the history of Cannes China Night. CEO Li Jian announced at the event that the Honor Robot Phone is planned for official release in the third quarter of this year.

The Honor Robot Phone features a self-developed 4DoF gimbal system, giving the device physical movement capabilities. On the software side, the product combines a multimodal intelligent agent to build an AI "brain," achieving deep integration of hardware and AI capabilities.

Honor has also entered into a strategic technology partnership with ARRI, a professional cinema camera brand, to bring professional cinema-grade color science and imaging capabilities to mobile devices.

vivo S60 will be the first to feature 4K native Live audio.

Yesterday, vivo product manager Han Boxiao posted on Weibo, introducing the upcoming vivo S60's improvements in Live shooting. He revealed that the new phone will be equipped with "native" 4K Live functionality, which will solve the "jumping" problem that previously bothered users by connecting the cover and Live video perspectives and tones across the entire process, and will support direct output of 4K Live images.

In terms of features, the S60 will debut the "Starlight Live" function, which supports automatic recognition of highlights in the scene based on 4K shooting to enhance the atmosphere. Han Boxiao also mentioned that another new Live function has not yet been disclosed, saying, "I'll keep you in suspense for now."

The all-new Li Auto L9 has been released: starting at 459,800 yuan.

Li Auto officially launched the new Li L9 yesterday, offering two versions: Ultra and Livis, priced at 459,800 yuan and 509,800 yuan respectively.

• With a 72.7 kWh 5C superchargeable battery, the CLTC offers a pure electric range of 420 km and a combined range of 1650 km.
• The third-generation self-developed range extender has a fuel consumption of 6.3 liters per 100 kilometers when the Ultra version WLTC is depleted and 6.4 liters per 100 kilometers when the Livis version is depleted. The maintenance cycle is 3 years or the range can be extended by 30,000 kilometers.
• The chassis features steer-by-wire and rear-wheel steering (turning radius 5.3 meters); the Ultra version is equipped with EHB electro-hydraulic brakes, while the Livis version is upgraded to EMB steer-by-wire mechanical brakes and 800V active suspension.
• Equipped with the Mach M100 intelligent driving chip, the Ultra version has 1280 TOPS, while the Livis version has 2560 TOPS with dual chips; both support VLA intelligent driving large model; the Livis version is additionally equipped with 3 solid-state variable zoom LiDARs and a UWB near-field perception system;
• The front cabin features a 29-inch 6K screen, and the rear cabin features a 21-inch 4K mobile screen; the Ultra version is equipped with a Snapdragon 8797 Max, and the Livis version is equipped with a Snapdragon 8797 Elite.
• The speaker has a peak power of 5440W and a 9.3.6 channel configuration.

ChatGPT adds Codex connectivity to PC.

Yesterday, OpenAI updated the ChatGPT App with remote access capabilities for Codex. Users can now remotely manage Codex tasks on their computers by scanning a QR code generated by the Mac version of Codex on their mobile devices.

Users can view all task threads, review output, approve commands, switch models, or initiate new tasks via their mobile phones. Files, credentials, permissions, and local configurations remain on the device running Codex.

Screenshots, terminal output, difference comparisons, test results, and approval information are synchronized to the mobile phone in real time through a secure relay layer. OpenAI states that this relay layer ensures trusted devices can access the device across terminals without being directly exposed to the public internet.

Kimi launches WebBridge browser extension: Let AI help you operate your browser.

Kimi officially launched its browser plugin Kimi WebBridge yesterday, allowing AI to perform actions such as clicking, swiping, typing, filling out forms, extracting information, and integrating content across sites within the browser, all while acting as a user. It supports local AI agent applications such as Kimi Code, OpenClaw, and Hermes Agent. Installation involves two steps:

• Search for and install the "Kimi WebBridge" extension in the Chrome or Edge app store;
• Send the official curl command to the local AI agent to complete the installation of the local daemon and skill.

For repetitive tasks with fixed processes, Kimi WebBridge also supports creating dedicated CLI tools that can be directly called later without consuming large model tokens.

Alibaba releases Qoder 1.0: An AI IDE upgraded to a workbench for autonomous development of intelligent agents.

Alibaba officially released Qoder 1.0 yesterday, upgrading it to an "AI agent autonomous development workbench." Users only need to complete the requirement definition, and the entire process of execution, verification, and delivery is automatically completed by the AI ​​agent. Windows, macOS, and Linux users can download and use it.

• Quest has been upgraded to an independent window, integrating task management, status tracking, artifact review, and knowledge retrieval, and can run in parallel with the Editor window;
• Multitasking extends to cross-project and cross-codebase dimensions, with a unified dashboard tracking the progress of all tasks in real time, and a summary delivery list is automatically generated upon task completion;
• The integration of memory, Repo Wiki, and knowledge cards into a team-level knowledge engine resulted in an 11% improvement in code retention, a 40% reduction in input token consumption, and a 33% reduction in dialogue rounds in actual testing.
• The Experts team mode has been officially introduced into the Quest window, with five types of AI agents—planning, research, coding, review, and testing—collaborating and delivering in a pipeline. New custom expert capabilities have been added, supporting the configuration of domain knowledge and external tool interfaces.

Bailing Ring-2.6-1T officially open source

Yesterday, Behring officially open-sourced its large model, Ring-2.6-1T, which supports two inference intensities: high and xhigh.

Official information shows that this model scored 87.60 on PinchBench, higher than GPT-5.4 xHigh, Gemini-3.1-Pro high, and Claude-Opus-4.7 xhigh; ClawEval scored 63.82, ranking among the top in comparable models; Tau2-Bench Telecom reached 95.32, less than 1 point behind the highest-scoring model in this project.

Hugging Face: huggingface.co/inclusionAI/Ring-2.6-1T

ModelScope: modelscope.cn/models/inclusionAI/Ring-2.6-1T

The Paper Airplane team's new work is now online.

Yesterday, WAI Studio FOS, the production team behind the wildly popular AI short film "Paper Airplane," released its latest AI graduation season short film, "Calling a Deer a Horse."

According to the introduction, "Calling a Deer a Horse" is themed around "graduation season": Although there are pre-made "unspoken rules" everywhere nowadays, you in the future should not be afraid of all kinds of "calling a deer a horse", but bravely protect your own "deer"!

It's the weekend!

One Fun Thing | Steam Controller Easter Egg Revealed: Falling Will Trigger a "Scream"

Valve's new Steam controller recently revealed a hidden Easter egg: it actually "screams" when it falls.

The Easter egg was first discovered by Reddit user RF3D19, and subsequently sparked numerous tests. According to the Video Games Chronicle, the trigger conditions are somewhat limited: the player's PC must be in Steam Big Screen mode, and the controller must be on the main menu screen; dropping the controller in this state has a chance to trigger the sound effect.

It's worth noting that the Steam Controller itself doesn't have a built-in speaker; the sound effect is simulated through the controller's haptic motors. Furthermore, some netizens speculate that the controller's built-in 6-axis IMU gyroscope is key to achieving drop detection.

What to watch this weekend? | *The Fantastic Transformation Adventure*

Netflix's animated film Swapped, directed by Nathan Greneau (who also directed Tangled), is the third feature film produced by Skydance Animation and has a Douban rating of 7.6.

The story follows Ollie the mouse and Ivy the bird, natural enemies in a valley, who accidentally touch a magic pod and swap bodies, forced to embark on an adventure from each other's perspectives. Ultimately, they join forces to fight the villainous Flame Wolf that threatens the entire valley. With prejudice and reconciliation as its core themes, the film uses a fantasy setting to explore the barriers and symbiosis between different groups.

A Guide to Buying Books Without Reading Them | *Eternal Bond of Heartlessness*

"Eternal Bond of Heartless Wandering" is a brand new novel by author Zhou Jianing. The work spans from the reform and opening-up period to the early 2000s and the present day, continuing Zhou Jianing's writing about the wandering youth of the millennial generation and the restless atmosphere of the early 2000s in "Landscape of Waves" and "Basic Beauty".

The novel takes a failed educational experiment that "began in the early 1990s and ended in 2000" as its narrative starting point. From a first-person perspective, it weaves a picture of the friendship between "I" and Li Mingzhi, Chen Lu and teacher Zhang Jihai that lasted for decades.

Game Recommendation | Order No. 8020

Command 8020 is the fifth installment in The Dark Pictures Anthology series and the opening title of the second season. The game is set in the near future, on the verge of the end of human civilization, with Earth's resources depleted and Tau Ceti f, a planet 12 light-years away, becoming humanity's last hope.

Building upon the series' traditional branching narrative and multiple endings, this game introduces more systematic stealth elements and a "turning point story tree" function, allowing players to revisit key moments and rewrite character destinies. It also supports single-player and co-op modes.

Command 8020 received relatively positive professional reviews. Sixth Axis gave it a high score of 9/10, calling it "the best Dark Pictures Anthology game to date"; IGN gave it 8/10, praising it for "expanding the boundaries of the series in terms of audiovisual scale and narrative skills, making this space journey well worth the price."

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I assigned a task, and the agent activated the plan mode, outlining 7 steps.

I approved it, and it started running. After three steps, it stopped and reported: "I have completed steps 1, 2, and 3, and the results are as follows… Shall we continue with steps 4, 5, 6, and 7?"

I said continue. It ran two more steps, then stopped again: "I've completed 4 and 5, and the results are these and which… Shall we continue with 6 and 7?"

After a whole night, when I asked the agent to do some long-term tasks, there were no long-term effects; the dialog box just kept showing "Continue".

This has been my experience for a long time, using various agents to get things done.

This experience is illogical. While "stopping to confirm" is a good work habit when working with AI, in many tasks I never actively asked it to stop, but it would still stop anyway.

In its latest technical blog post, MiniMax attributes this behavior of its agent products to "contextual anxiety." The core issue is that the model itself is ambiguous about when a very long task is considered complete. Simply put, it's not that they can't do it, but that they're afraid to. They're afraid of making a mistake at every step, which is why they stop halfway through and ask questions.

Today, the MiniMax Agent desktop client underwent a major update. A new mode called Mavis has been added (actually, it's an abbreviation for "MiniMax as a Jarvis").

It's well known that having one agent act as the boss and a group of agents as employees—this traditional multi-agent framework is nothing new. However, MiniMax points out that previous mainstream multi-agent frameworks essentially relied on cue word arrangement to let the model play a "role-playing" role. But this approach doesn't last long, as it encounters problems such as context anxiety, long-term task degradation, and self-checking issues, as mentioned earlier.

Multi-agent systems require a reliable infrastructure that is continuously running and maintained, and where multiple agents do not "collude." This is what MiniMax does.

Real-world testing experience: Let the agent "nitpick" the other party

MiniMax calls its Agent Team infrastructure the Team Engine, which has three core roles: Leader, Worker, and Verifier. As the names suggest, one manages, one performs the work, and one verifies.

The most crucial difference is that the Worker and Verifier are in an "adversarial" relationship, and neither can get away with it.

A while ago, APPSO was researching a topic: "All model vendors with ambitions in coding/agent should develop their own independent coding/agent products."

(That's right, MiniMax was a negative example before, but unexpectedly, it proved itself even before the article was published!)

So we ran this problem again on MiniMax's Agent Team.

This task was divided into 5 workers. After each worker completes its task, it will organize the results and submit them to the leader (displaying the status as "Mavis sent to General" or "General sent to Mavis", etc.).

A worker had been running for 12 minutes without returning any results. APPSO noticed that the leader was getting impatient, so it sent a bash command to check its status:

After all 5 workers have completed their tasks, the leader generates 5 verifiers—displayed in the task list as agents wearing "yellow hats":

The verifier quickly found the error! One of the verifiers discovered a clear data error in the corresponding worker's deliverables and issued a "failure" penalty. Immediately afterwards, the corresponding worker restarted (displayed as running, indicated by a small blue circle).

Click into the corresponding worker's workspace to observe its thought process: "The verifier rejected my previous deliverables based on the following three errors… I need to go back and re-verify the key facts and check and correct the specific numerical issues…"

And I must say, the agents are all "uncompromising" with each other, making them really reliable in their work.

This back-and-forth occurred dozens of times in the five 1v1 agent battles. During the process, Mavis also said that he "learned something new" and updated his memory.

While the previous task is underway, we will begin a new in-depth study, analyzing the tourism market during the May Day holiday based on authoritative data and delivering a multi-dimensional analysis report.

This research is far more complex than the previous task. Moreover, because of the ongoing confrontation, the Agent Team spends significantly more time on in-depth research than a typical single agent.

However, the final report was indeed much cleaner and more credible compared to other AI in-depth research deliverables.

APPSO has been preparing for many offline events recently, and planning and devising solutions has always been a challenge. We've also entrusted this task to Mavis to see how it goes.

I need to plan an offline AI developer salon in Guangzhou. Please provide me with as many venues as possible suitable for tech events with hundreds or thousands of attendees, along with approximate quotes, and information on similar events. Then, please help me plan the theme, promotion, and operation of this AI event, compiling all of this into a rigorous business plan format, as well as a beautifully designed website that matches the theme.

The planning process alone took longer than previous in-depth research tasks. Mavis replied, "This task is large-scale and requires multiple agents to work in parallel—site research, competitor analysis, theme planning, business plan, and website development."

Mavis's strength lies in its ability to continuously add new requirements:

In addition to the long report, it would be best if you could also draft a preliminary formal contract, including contracts for cooperation with the venue, cooperation with invited guests, and other possible contracts, as well as preliminary financial statements. Also, please provide a PowerPoint presentation to showcase this plan, the more detailed the better.

Upon receiving new requirements, the Agent Team further refined the plan and launched more workflows. In the end, we launched as many as nine parallel tasks.

If we open Mavis's thought process, we can see a large number of messages sent between agents. These agents work under a dedicated Team Engine, transmitting each other's status; some are waiting, some are executing, and some are verifying.

Look at this Verifier, doesn't it resemble a nitpicking "client"?

The final number of files delivered by the entire task reached an astonishing 10 or more, including xls, ppt, html web pages, and corresponding .md versions.

Next, let's talk about another major feature of Mavis: it can connect to chat platforms and supports multitasking.

Similar to OpenClaw and Hermes Agent, which MiniMax already supports, Mavis can also assign tasks through WeChat and Lark, two IM platforms. The integration process is extremely simplified; simply click the settings button, scan the QR code, and name the application, and you can use Mavis within WeChat/Lark.

When a typical agent product connects to an IM, and we assign it a task that takes a long time to complete, it often means that after the message is sent, we can no longer consult it on other issues.

One reason is that these agents cannot open multiple dialog windows simultaneously; another reason is the limitation of the agent's working mode. Running multiple tasks in a single session can easily lead to contextual confusion and pollution.

MiniMax's solution is to decouple the logic of "instant response" and "execution".

I had APPSO research the recent oil price surge in Lark; after the task started, I also had it research the important products released by Silicon Valley AI giants in the past month.

Mavis didn't stop the previous task, but instead told me that the new task was already completed, while the task about rising oil prices was still being processed.

This is another key design principle of Mavis: the benefits of context isolation.

Each Agent Team, and each agent within the team, only sees a summary of information relevant to their own mission, and only reads the full text when details are needed.

This approach has two advantages: firstly, it keeps token costs under control, preventing the context from easily overflowing even with a large team; secondly, it prevents context pollution, ensuring that incorrect information encountered by the agent during searches won't wipe out the entire team.

In the most extreme scenario, we tried assigning him 8 tasks in a very short time using Lark, and there were no instances of context confusion.

The whole experience is a lot like working with a colleague with extremely high cognitive bandwidth: not only can they reply to messages instantly, but they can also work in the background without being interrupted. If you want to know the progress, you can just ask directly without worrying about disturbing their "flow state".

Agents handling different sessions only see information relevant to their own tasks and do not share an ever-expanding conversation history.

In short, Mavis achieves end-to-end context isolation, from the IM channel to the task hub, and then to each molecular agent in the molecular task.

Finally, while answering questions about the new AI products released this month by major AI companies and important embodied intelligence products, it also successfully completed the main thread of the oil mission, giving us a detailed report that even mentioned the recent news that Japanese potato chip packaging is going to turn black and white.

After testing, did you notice that Mavis's arrangement strategy is actually somewhat similar to the "Three Provinces and Six Ministries" skill that was popular for a while?

What each character does, when it starts, and when it hands over will be determined by the state machine at the engine level, rather than by the black box of the model making its own decisions.

In short, this means using engineering-level controllability, rigor, and determinism in multi-agent work orchestration to fundamentally address the uncontrollability and randomness of the model.

This approach completely solves the classic problem of past agents/models "acting as both referees and players".

Uniform credit limits, ample agent availability.

After testing Mavis, let's talk about another equally important thing MiniMax did that affects all paying users: this time, the Token Plan and Agent Plan have been merged.

After the merger, whether it's for ordinary users' "daily use," such as communicating and using the Agent on the official website and in the app, or accessing the official API to call other tools (such as coding products or OpenClaw/Hermes Agent), a unified plan can now be used. Furthermore, both M2.7 and subsequent flagship models, as well as multimodal models for music, video, and voice, are all included in this single plan.

All credit limits are shared, and users can decide how to spend them. MiniMax also offers a bonus: users who previously subscribed to two plans simultaneously will receive an extra month of membership.

Why do this? From the user's perspective, it's actually quite reasonable.

To put it simply, in the Agent era, users' motivation to pay comes from the demand for "model computing power". As the models improve in coding, agent and multimodal capabilities, the scenarios for these demands will only become more diverse and will naturally occur in model vendors' products (official website, independent products, CLI) as well as outside of products (independently deployed agents that access external APIs).

This is actually a problem that all major AI giants are facing: OpenAI currently separates user subscriptions and API billing, as does Anthropic; as for smaller agent startups, they use their own subscription fees to pay the underlying API fees instead of users paying for them.

This time, MiniMax took the lead in dismantling the internal walls of its product matrix. APPSO believes that in today's highly commoditized market where users always flock to the newest and cheapest model APIs, this unified package strategy actually helps model manufacturers maintain user loyalty.

Let's go back to the product itself.

As mentioned earlier, APPSO is writing an article about "model vendors who are serious about coding/agents must develop their own coding/agent products." MiniMax can be said to have arrived late, but it's not far off.

Today, Mavis is not the first product to bet on a multi-agent architecture. In the past six months, companies such as ChatGPT, Manus, and Genspark have all joined this "multi-agent" war.

After completing the actual test, APPSO's impression was that Mavis performed better and had a more stable architecture than its competitors in terms of "the product running an extremely complex/long-term task on its own." While other products' multi-agent approaches were limited to prompt word arrangement and task splitting, Mavis implemented adversarial hard constraints at the engineering level—the resulting difference was quite significant.

However, while this architecture looks promising, there's an unavoidable reality: it's expensive.

MiniMax introduced the concept of "Cost of Consensus" in its technical blog. In layman's terms, while several agents "check and balance" each other, making the process and results more reliable, the process of reaching consensus has a cost, with token consumption being several times that of a single agent; moreover, just like arguing, getting into a heated argument can lead to straying from the topic, and the accuracy may even decrease instead of increasing.

According to MiniMax's analysis, its Agent Team architecture specifically has three types of costs:

First, there's the handover cost. Information needs to be reorganized when it's transferred between agents. Each handover requires "translating" the information into a form that the next agent can use, which consumes tokens.

Secondly, there's the cost of sharing (context information). Context isolation is designed to control this cost to some extent. However, even if each agent only looks at the "summary" passed from other agents, as the size of the agent team increases, storing and distributing the summaries will still incur costs.

Thirdly, there's the cost of aggregation. APPSO has always wanted to emphasize this point: don't assume that a workflow with hundreds or thousands of skills and an extremely complex "three provinces and six departments" system is the ultimate solution—it's often not. In fact, you might be falling into the trap set by token vendors… You may have made the work more detailed, but you also need to spend more tokens to aggregate and organize the final results.

These costs combined mean that having multiple agents is never a simple matter of "the more agents the better".

However, from another perspective: the more complex the information exchange in a task, the higher its inherent value often is. A thorough research report requiring multiple verifications and repeated checks, and a casual question, shouldn't be measured by the same logic. Mavis is expensive because of its meticulousness, and those meticulously handled tasks are worth the price.

They would rather spend more money to ensure everything goes perfectly than do a shoddy job; this is what high-value users behind complex tasks value.

Of course, the MiniMax team also did some engineering design to avoid token waste caused by program redundancy.

MiniMax's advice to users is that Agent Teams are for "expensive and complex" tasks; they are a strategic option, not the default. Users should assess the task's complexity, workflow length, risk, and the value of experience reuse—the higher these factors are, the more worthwhile it is to use Agent Teams. Conversely, a single agent or even a regular chat can be used.

Does having more agents necessarily mean more intelligence? Not at all. But the significance of Mavis is that it allows truly complex, knowledge-intensive tasks to be handled by a proven engineering system with adversarial mechanisms, verification, clear division of responsibilities, and reward/punishment systems, instead of letting the model make decisions on its own.

It may not necessarily make AI smarter, but it will definitely make it harder for AI to slack off—which is a long-standing problem for large models themselves.

After all, in real interpersonal work, we don't really need our colleagues to be very smart… just don't be lazy or try to be clever, that's often enough, isn't it?

By Du Chen and Zhang Zihao

#Welcome to follow iFanr's official WeChat account: iFanr (WeChat ID: ifanr), where more exciting content will be presented to you as soon as possible.

iPhone 17 Pro price officially reduced by 1000 yuan

Last night, Apple unexpectedly launched a 618 promotional event for the iPhone 17 Pro series on Tmall's "Apple Store Official Flagship Store". The Pro and Pro Max models were reduced by 1,000 yuan, with starting prices of 7,999 yuan and 8,999 yuan respectively.

This event also covers iPad, Apple Watch, AirPods and other series. Non-iPhone products can use surprise coupons ranging from 50 to 100 yuan, which can be combined with 88VIP consumption coupons, store discounts and national subsidies and other multiple benefits.

ChatGPT's integration into Siri fell short of expectations; OpenAI reportedly plans legal action against Apple.

According to Bloomberg, the partnership between Apple and OpenAI has shown clear signs of strain, and OpenAI is working with external law firms to assess possible legal action.

Sources familiar with the matter revealed that OpenAI's legal team is collaborating with external law firms to explore several options, including sending a breach of contract notice to Apple, but no formal lawsuit has been filed yet. OpenAI still hopes to resolve its dispute with Apple out of court, and related legal action is expected to proceed only after Musk's related lawsuits have concluded.

Apple's collaboration with OpenAI began in June 2024, when Apple integrated ChatGPT into Siri and iOS at WWDC, covering scenarios such as text generation, visual intelligence, and the image generation app "TuLeFun".

With a valuation of $4.65 billion, Tian Yuandong, former director of Meta Fair, has officially launched his startup.

Yesterday, Tian Yuandong, former director of Meta FAIR Research Institute, officially announced the co-founding of AI startup Recursive Superintelligence, exactly six months after confirming his departure from Meta.

He posted on X that he rejected offers from several leading AI companies, including OpenAI, xAI, and Anthropic, and chose to start his own business: "While I'm still young, I'm going to be a co-founder of a new startup."

Recursive also announced the completion of a $650 million funding round, valuing the company at $4.65 billion. The round was led by GV (Google Ventures) and Greycroft, with participation from AMD Ventures and Nvidia.

The company's core focus is on "recursive self-improvement," which means building an AI system that can automatically discover knowledge and continuously optimize itself.

Claude has reinstated access to Lobster, prompting developers to say it's a disguised price increase.

Anthropic officially announced yesterday that starting June 15th this year, it will introduce a separate monthly quota for the Agent SDK for Claude subscription users. As a result, third-party Agent tools such as OpenClaw will be allowed to access Claude through subscription accounts again.

According to the new regulations, calls to the Agent SDK will be completely separated from the user's regular subscription limit and replaced by a dedicated monthly quota pool. The quota will be refreshed according to the billing cycle, and any unused portion will not be carried over to the next month.

Pro and Team Standard seats receive a $20 monthly credit; Max 5x and Team Premium seats are $100; Max 20x and Enterprise Premium seats can be up to $200.

This quota is dedicated to Claude Agent SDK projects (Python or TypeScript), claude -p non-interactive commands, Claude Code GitHub Actions integration, and third-party applications certified by the Agent SDK.

This new rule is seen as Anthropic's formal solution to the ban policy implemented on April 4th of this year.

At that time, Boris Cherny, head of Claude Code, announced that Claude Pro and Max subscriptions would no longer cover calls to third-party tools such as OpenClaw, arguing that the usage patterns of such tools were putting unsustainable pressure on Anthropic's computing infrastructure.

The developer community reacted coldly. Some developers bluntly stated that the $20 Agent credit was consumed extremely quickly under high-intensity tasks, with the actual usable amount being far lower than the subscription plan before the ban, and characterized this adjustment as a "disguised price increase."

Tencent denies rumors that its top AI executive will leave the company.

Yesterday, Tencent officially issued a statement refuting rumors circulating online that its "AI leader is about to leave the company." Tencent's PR director, Zhang Jun, stated, "This is outrageous; they've even fabricated all sorts of ridiculous scenarios."

The rumor originated from multiple posts on social media platforms, claiming that the AI ​​chief of a major company was preparing to resign because the company's green business unit had taken away computing resources, and specifically alluding to Yao Shunyu, the head of Tencent's AI division.

The Jensen Huang Foundation donated $108 million in AI computing power.

According to Reuters, the foundation established by Nvidia CEO Jensen Huang and his wife Lori purchased AI computing power from cloud computing company CoreWeave and donated it to several universities and other non-profit research institutions for scientific and artificial intelligence research.

According to a document submitted yesterday, the donated computing power is currently valued at $108.3 million. Nvidia also stated that it plans to provide free engineering services to some of the recipient organizations.

CoreWeave is a cloud computing company focused on AI applications, and the GPUs it provides to its customers are designed and manufactured by Nvidia. In January of this year, Nvidia invested $2 billion in CoreWeave, briefly becoming the company's second-largest shareholder.

InStone CEO responds to Luna's high price: 5299 yuan is the US price.

Yesterday, InStone CEO Liu Jingkang responded to the pricing issue of its flagship dual-camera gimbal camera, Luna Ultra, stating that the rumored price of 5299 yuan for the single unit is true, "but that's the price in the United States. I wouldn't dare to sell it at that price in China, no matter how bold I am."

Previously, the blogger "Digital Chat Station" revealed that the machine was expected to be priced at 5,299 yuan and the all-in-one package was expected to be priced at 6,499 yuan, which immediately sparked doubts online about the "high price".

HarmonyOS is in talks to develop Maserati's new energy vehicle.

According to CloudInsight, Huawei HarmonyOS, JAC Motors, Stellantis Group and its Maserati brand are in talks to jointly develop new energy vehicles under the Maserati brand.

According to the plan, the four-party cooperation model is highly similar to the "Five Realms" of HarmonyOS: Huawei leads the product definition and provides core technologies, JAC jointly develops and is responsible for production and manufacturing, and Maserati provides styling design and brand endorsement.

The collaborative models will be divided into domestic and overseas versions. The domestic version will belong to the Zunjie brand, while the overseas version will be branded as Maserati. The first model is currently in the styling design stage and is planned to be mass-produced in the second half of next year.

BMW Brilliance's annual water conservation data released: Reclaimed water replaces tap water, reducing total consumption for three consecutive years.

BMW Brilliance released its annual water conservation data yesterday, showing that the water consumption per unit at its Shenyang production base will be reduced to 1.4 cubic meters per unit in 2025, a year-on-year decrease of 10.8%, marking the eighth consecutive year of steady decline.

In terms of total water consumption, the total water intake of BMW Brilliance's Shenyang plant decreased to 752,000 cubic meters throughout the year, a reduction of over 40% compared to 2023, marking the third consecutive year of decline. The use of reclaimed water exceeded 680,000 cubic meters, an increase of 71.9% year-on-year. Officials stated that the water saved could meet the annual domestic water needs of nearly 9,300 households in Shenyang.

BMW Brilliance's Dadong Plant North Plant has achieved zero tap water consumption in all production processes, replacing it entirely with reclaimed water; the cooling towers in the painting workshops of the Tiexi Plant and Lida Plant have also expanded to use municipal reclaimed water, and the irrigation of the plant's green areas had already achieved 100% use of municipal reclaimed water by 2024.

Intel becomes McLaren's official computing partner

Intel announced yesterday a multi-year strategic partnership with the McLaren Racing team, officially becoming the official computing partner of the McLaren MasterCard Formula 1 team, Arrow McLaren Indy team, and McLaren F1 Sim Team.

Under the cooperation agreement, Intel Xeon processors and Core Ultra processors will provide computing power support for McLaren's core performance workloads, covering areas such as computational fluid dynamics, aerodynamic analysis, vehicle dynamics simulation, and race strategy analysis.

Intel's technology will also be applied to scenarios such as edge computing, digital twins, and AI predictive modeling.

Honda suffered its first annual loss since its listing.

Yesterday, Honda released its consolidated financial results for the fiscal year ending March 2026. Revenue for the period was 21,796.6 billion yen, a slight increase of 0.5% year-on-year; net loss attributable to shareholders was 423.9 billion yen , compared to a net profit attributable to shareholders of 835.8 billion yen in the same period of the previous fiscal year, turning from profit to loss.

The main reason for the loss was a significant adjustment to its electrification strategy. During the fiscal year, Honda decided to cancel the development and launch plans for several electric vehicle models in North America, resulting in impairment losses, disposal losses, and contract compensation totaling approximately ¥1.5777 trillion, all of which were recorded in the automotive business. The motorcycle business was the only segment to achieve positive profitability this fiscal year.

Looking ahead to next year, the company expects revenue of 23.15 trillion yen and net profit attributable to shareholders to recover to 260 billion yen.

LinkedIn announced layoffs affecting its engineering, product, and marketing departments.

According to Bloomberg, LinkedIn, the professional networking platform, announced layoffs yesterday, affecting multiple functional departments including engineering, product, and marketing.

In a memo to employees, LinkedIn CEO Daniel Shapero stated that the company needs to provide greater value to users and achieve higher profitability, and this organizational restructuring aims to position the company for future development.

A LinkedIn spokesperson later confirmed the changes, stating that the adjustments were part of "routine business planning," but did not disclose the specific number of layoffs.

Anthropic CFO: AI has written over 90% of the code; the human role is shifting to "supervisor".

According to a Business Insider report yesterday, Anthropic CFO Krishna Rao revealed on the podcast "Invest Like the Best" that Claude currently handles over 90% of the company's coding work and is deeply involved in financial processes, driving a shift in white-collar work from "execution" to "supervision".

Rao also revealed that the company has been using Claude to generate financial statements, and the monthly financial review process is now 90% to 95% complete before manual intervention. He mentioned that the generation time for some internal reports has been reduced from several hours to 30 minutes.

Regarding staffing, Rao described the introduction of AI as a productivity "accelerator." He stated that because of AI's involvement, employees were able to shift more of their energy from information gathering to decision-making, which actually led Anthropic to expand its hiring scale.

We hired more people because there's no job that can't be done.

Rao also described a new work model: employees are increasingly taking on the role of "managers" of AI systems, with teams deploying multiple batches of AI agents to process projects in parallel. He summarized this trend as "everyone becoming a manager to some extent," and believes that the resulting productivity potential "is only just beginning to emerge."

He also emphasized that Anthropic values ​​"talent density" rather than "talent scale," believing that a high density of top AI research talent combined with the strongest models is the truly competitive combination.

Reports indicate that internal testing of GPT-5.6 has begun, and the flagship model's "ultra-fast mode" will be launched this week.

Renowned leaker Leo revealed yesterday that GPT-5.6 development is in full swing and is expected to be officially released as early as next month. Developers discovered two internal codenames—ember-alpha and beacon-alpha—as well as a routing mapping record in OpenAI's internal Codex logs.

The logs show that the vast majority of model calls still point to GPT-5.5, but one entry explicitly points to GPT-5.6, suggesting that the Codex environment may be testing a new model.

In addition, the whistleblower Chetaslua claimed that OpenAI plans to launch a "super-fast mode" for its flagship model this Thursday, which could improve response speed by 2 to 3 times, primarily targeting latency-sensitive tasks.

Honor 600 series scheduled for release on May 25th

Honor announced yesterday that its Honor 600 series will be officially launched on May 25th at 19:00.

Official teaser information shows that the Honor 600 series focuses on "4K flash mirrorless Live" imaging, equipped with a 200-megapixel ultra-clear large-sensor main camera, and built-in 8600mAh Qinghai Lake large battery.

On the eve of Google I/O, Gemini 3.2 Flash and several "Agent" models were leaked ahead of time.

According to Sources, Google plans to officially release its next-generation lightweight model, Gemini 3.2 Flash, at the Google I/O conference on May 20. Its overall performance is roughly equivalent to that of GPT-5.5.

Abacus.AI CEO Bindu Reddy revealed that the Gemini 3.2 Flash reportedly achieves approximately 92% of the performance of GPT-5.5 in coding and inference tasks, while its inference cost is only one-fifteenth to one-twentieth of the latter, with most query latency below 200 milliseconds.

According to leaker Leo (@synthwavedd), Google DeepMind apparently accidentally pushed a batch of unreleased models to its production API, including:

The Gemini 3 Flash, Gemini 3 Pro Image, Gemini 3.1 Flash Image, Gemini 3.1 Flash Lite, Gemini 3.1 Flash TTS, Gemini 3.1 Pro, and the music generation models Lyria 3 Clip and Lyria 3 Pro, as well as a video generation model codenamed "Omni".

It is worth noting that all of the above models have variant versions with the suffix "agent".

Tencent open-sources its AI Agent memory system, reducing token consumption by up to 61%.

Tencent Cloud's database team yesterday officially open-sourced TencentDB Agent Memory, a local-first memory engine for AI agents, supporting integration with OpenClaw and Hermes Agent. The core design of this system lies in splitting the memory into two independent structures:

• The long-term memory portion is divided into L0 original dialogue, L1 atomic facts, L2 scene blocks, and L3 user profile, which are then progressively accumulated layer by layer.
• Short-term task memory externalizes the lengthy tool log to a refs file, writes a summary of steps to jsonl, and preserves the task structure and node indexes using a Mermaid canvas.

Official benchmark tests show that after integrating OpenClaw, the token consumption for WideSearch tasks decreased from 221.31M to 85.64M, a reduction of 61.38%, while the task pass rate increased by 51.52%. On the long-term memory evaluation set PersonaMem, the accuracy improved from 48% to 76%.

GitHub: github.com/Tencent/TencentDB-Agent-Memory

lululemon launches lightweight sun protection jacket series

lululemon recently released a lightweight sun-protective jacket series, featuring UPF 40+ sun protection, which can block more than 97.5% of ultraviolet rays, while also being lightweight and breathable.

• For women, the self-packing sun protection jacket is made of Glyde fabric, which has triple performance of UV protection, rainproof and windproof. The Goal Smasher sports sun protection jacket is designed for running, with elastic splicing structure and partial opening design, emphasizing a cool experience when running flexibly.
• For men's styles, Stash and Dash The self-packing sun protection jacket features multiple pockets and can also be packed away as a portable pouch; another lightweight version of the sun protection jacket also uses Glyde fabric, and the back ventilation design provides stable protection for changeable weather.

Pop Mart denies entering the traditional home appliance market; LABUBU refrigerators reported first-quarter revenue of approximately 6 million yuan.

Recently, Pop Mart's Chief Operating Officer, Si De, stated in the Q1 2026 business call that the company has no plans to expand into traditional home appliances. In Q1 of this year, the sales revenue of LABUBU refrigerators was approximately RMB 6 million, accounting for a very small percentage of the total revenue.

According to Si De, Pop Mart's home appliance business is currently in a very early stage. In the future, it will combine small home appliances with lifestyle, IP and trendy toy culture to create an important supplementary category.

Sidde stated that the company will not accelerate the development of its home appliance business, but hopes to refine its products and supply chain in a more stable way, "taking more time and patience to continuously improve this category."

CASETiFY collaborates with a Japanese illustrator to launch the "nokonoko uchinoko" series.

CASETiFY announced yesterday that it has launched a new collaboration series, "nokonoko uchinoko," with Japanese illustrator Saori Iijima. The series is inspired by the imagery of soft, baked bread and uses gentle brushstrokes to depict everyday emotions.

Saori Iijima is an independent illustrator from Japan, known for her delicate and soft art style. She has previously collaborated with several brands. CASETiFY regularly collaborates with global artists and IPs, and this artist series is one of their regular collaborative projects.

Netflix's "East of Eden" trailer released, set to premiere this fall.

According to Douban Movie, Netflix released a Chinese-subtitled trailer for the series "East of Eden" yesterday, and the official announcement confirmed that the series will be released this fall, consisting of 7 episodes.

The series is adapted from John Steinbeck’s classic novel of the same name published in 1952. Set in the Salinas River Valley of California, it tells the story of the intertwined fates of the Trask and Hamilton families across generations, spanning from the American Civil War to the end of World War I.

The Big Bang Theory spin-off series "Stuart Failed to Save the Universe" has released its release date and trailer.

The trailer for "Stuart Failed to Save the Universe," a spin-off of "The Big Bang Theory," has been released, announcing its release date.

The story centers on Stuart Bloom, the owner of a comic book store.

He accidentally damages a device built by Sheldon and Leonard, triggering a multiverse-level apocalyptic crisis. He is then forced to work with his girlfriend Denise, geologist Bert, and quantum physicist Barry Kripke to repair reality, encountering characters from various parallel universe versions of The Big Bang along the way.

K-POP: Witcher Girls Global Tour Officially Announced

Netflix and AEG Presents recently announced that they will adapt the animated film "K-POP: The Witcher" into a world tour, stating that they will bring elements of the film to the stage in a "dynamic and memorable way".

K-POP: The Witcher won two awards at this year's Academy Awards: Best Animated Feature and Best Original Song. The winning track "Golden" became the first K-pop song in history to win the Academy Award for Best Original Song.

The film's soundtrack also won a Grammy Award and topped the Billboard Hot 100 chart, becoming the best-selling soundtrack worldwide last year.

#Welcome to follow iFanr's official WeChat account: iFanr (WeChat ID: ifanr), where more exciting content will be presented to you as soon as possible.

Many people are probably familiar with this scenario:

When chatting about work, discussing travel plans, or even just having casual conversations with friends on WeChat, you might suddenly want AI to help summarize the key points and make a plan. However, you end up having to copy and paste the chat history piece by piece into the AI's chat window.

For example, I took a short nap at noon, and when I woke up I found hundreds of messages in the group chat. If I wanted to get the latest gossip, I had to scroll through them one by one…

Wouldn't it be wonderful if we could forward chat history to AI with just one click?

This feature has finally arrived, but unfortunately it's not in WeChat:

Now, after updating WeChat and Yuanbao to the latest version, you can choose to send chat history directly to Yuanbao for summarization.

Although both belong to Tencent's ecosystem, there has always been a subtle sense of distance between WeChat and Yuanbao—finally, this collaboration between the two has brought them closer together.

iFanr also tried out this feature as soon as possible to see how well it works.

The product is great, but the effect is just so-so.

To forward WeChat chat history to Yuanbao, the method is very simple. First, select the chat history you want to forward, then select "Forward to other applications" to send it directly to Yuanbao. You can add some prompts.

The whole process is somewhat like having AI help organize the scattered content from discussions and chats. Therefore, the most suitable scenario for this function is the discussion and arrangement information in various work groups.

One advantage of directly processing chat logs is that Yuanbao can accurately match discussions with speakers, making it ideal for processing meeting minutes and work arrangements.

Travel planning is also a high-frequency scenario, because itineraries are usually discussed and decided through conversations. At this time, you can directly hand it over to Yuanbao to handle, and it can also help recommend travel destinations.

There's another slightly unorthodox use: If you're too busy with work to check group chats and are worried about missing out on trending topics or discussions, you can select all the chat history and let Yuanbao help you check the group chats and summarize the information.

Or if you've been discussing for a long time and still don't know what to eat for your get-together, you can select the discussion process and let Yuanbao help with recommendations.

We tried many scenarios, and in most cases, it met our expectations. However, overall, there are still some details of the experience that are not perfect.

Currently, Yuanbao is best at handling text-based chat logs. However, if the chat logs contain files, especially multiple files, the results are less reliable, and the files often cannot be read.

Even if the task can be successfully read, it doesn't necessarily mean that the task can be completed according to the prompts: sometimes even sorting invoices might not be filled out correctly, and asking him to create a mind map based on a document often fails.

You know, organizing invoices from chat logs is a really common scenario!

I can clearly feel a gap: sending chat history to AI is a valuable scenario, but the result of Yuanbao's delivery always makes me slightly disappointed, and I can't help but wonder if it would be better if it could be forwarded to Doubao or ChatGPT?

The deeper issue is that the chat log forwarding interaction always gives me the feeling of "taking a detour".

Prior to this, Yuanbao already existed as a contact in WeChat, but processing chat history still required a whole set of plug-in processes that involved "jumping" multiple times.

Perhaps due to WeChat's strict privacy protection rules, Yuanbao can only handle chat history in the form of "temporary chat" and will not leave any history records. Once closed, it cannot be retrieved.

For WeChat, such a feature seems "optional".

If WeChat wants to integrate AI, they might have better ways to achieve this, such as creating an "AI group member" that can answer questions or process chat history; and an agent that is always present in the chat list that can directly engage in conversation and receive chat history.

But this is not so easy, for reasons that are already well-known: WeChat needs to be simple and restrained, because every small change will affect a billion users.

On the same day that the Yuanbao feature was launched, Tencent released its first-quarter financial report for this year. At the shareholders' meeting, Ma Huateng said that developing agents in WeChat requires "longer-term considerations. Everyone needs to be patient. This is not something that can be rushed."

Tencent's AI trump card is WeChat.

Ma Huateng also mentioned Tencent's AI strategy:

A year ago, we thought we were on a boat, but then we found out it was leaking. Now we feel like we can stand on it but can't sit down. We still hope the boat can go faster.

According to the financial report, AI has become a major investment for Tencent. In the first quarter, R&D investment reached 22.54 billion yuan, up 19% year-on-year; capital expenditure was 31.94 billion yuan, mainly used for the expansion of cloud infrastructure such as computing power and storage.

This afternoon, some self-media outlets reported that "Tencent's AI chief executive officer is about to leave the company," but Tencent quickly denied the rumor this afternoon, sending a clear signal to the outside world: Tencent AI is not to be underestimated.

According to the latest AICPB rankings, Tencent Yuanbao ranks tenth among domestic AI applications with 17.73 million visits, far behind Doubao (163 million) and Qianwen (44.24 million).

In the field of AI, Tencent and Apple are in a similar situation: they have top-tier product entry points and user scale, but their AI models themselves cannot yet support such expectations.

Generative AI has been a hot topic for three years. Since the end of last year, the battle between AI applications has entered a "scenario-based" competition. Not only have new forms like "Lobster" OpenClaw emerged, but the traditional ChatBot interaction mode has also integrated life services. Companies like Alibaba's Qianwen and ByteDance's Doubao are actively combining their advantages in e-commerce and other ecosystem services with their own AI assistants.

This should have been Tencent's comfort zone, since the most powerful and versatile lifestyle application in China, WeChat, is in Tencent's hands.

However, it's clear that WeChat is taking a very cautious approach to "AI integration." Tencent cannot afford to disrupt the experience of WeChat's massive user base due to immature technology or features.

However, for Tencent, given its lagging AI performance compared to its competitors, the value of WeChat as a trump card remains extremely important. Therefore, while WeChat and Yuanbao haven't fully embraced each other, they've begun cautiously testing the waters.

The reasons for this, besides WeChat's relatively closed ecosystem logic, include two unanswered questions: How exactly should WeChat be "AI-ized"? And what role should Yuanbao play in this process?

The Information reported that even though Tencent is investing heavily in accelerating the development of its own hybrid model, WeChat still believes that the current level of hybrid is not outstanding enough, and has even begun testing third-party AI models for WeChat Agent, which brings challenges in terms of privacy and integration.

According to sources, WeChat has been developing its own AI Agent model technology and plans to release a WeChat Smart Agent in the middle of the year. This agent can be integrated with the entire mini-program ecosystem to provide services such as ride-hailing and shopping, and will be directly integrated into WeChat through contacts and chat. However, as mentioned earlier, this matter is too significant and has too wide an impact, so it cannot be rushed.

Once this product is launched, it will likely become the AI ​​gateway with the most users nationwide.

WeChat needs AI, but it may not need "Yuanbao" (a virtual currency), which is Tencent's most delicate problem right now.

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