AI / Large Models
China Vetoes Foreign Investment in AI Acquisition for the First Time: Meta Prepares to Abandon Manus Acquisition
The National Development and Reform Commission explicitly prohibits foreign investment from acquiring the AI startup Manus, requiring Meta to complete the transaction cancellation within weeks. The founder will leave Meta, and negotiations for investor buyback and technology decoupling plans are underway. This is the first time China has used its veto power to block foreign acquisitions in the AI field.
OpenAI's Pre-IPO Revenue and User Growth Fail to Meet Goals
WSJ reports that OpenAI failed to achieve the set revenue and user growth targets during the critical period leading to its IPO, and the company's valuation expectations and listing timetable may be affected.
Disney Employees Access Claude 51,000 Times a Day
Internal documents show that Disney's tech team heavily relies on Anthropic's Claude and Cursor, with one employee's daily usage reaching 51,000 times, reflecting that the media giant is deeply integrating AI into content production and technical workflows.
> Hot Comment: Based on the per-use price of the Claude API, this individual could contribute the income equivalent to a Tesla per month to Anthropic.
DeepSeek Increases Registered Capital to 15 Million, Tencent and Alibaba Reportedly Participate in First Round of Financing
DeepSeek's registered capital has increased from 10 million RMB to 15 million, with founder Liang Wenfeng's ownership percentage rising from 1% to 34%. Multiple sources indicate that Tencent and Alibaba are in talks to participate in its first round of external financing.
Hot Discussion: The community actively discusses why DeepSeek chose to build its own data center in Inner Mongolia instead of renting computing power from large companies, speculating it involves data sovereignty, costs, and autonomy.
DeepMind Co-Founder David Silver Raises 1.1 Billion USD, Betting on Unsupervised Learning AI
David Silver, the father of AlphaGo, has left DeepMind to start his own venture, successfully raising 1.1 billion USD, aiming to develop a self-learning AI system that does not rely on human-labeled data.
Cryptocurrency / Web3
Kevin O'Leary Sells All Altcoins, Adjusts Position to 90% BTC/ETH
"Mr. Wonderful" announced on social media that he has sold all of his altcoin positions, reallocating his portfolio to 90% Bitcoin and Ethereum, citing increased regulatory clarity and a shift in institutional capital flows.
> Hot Comment: The last time he made such a big announcement, FTX was still operational.
Bitcoin Falls Below 77,000 USD, Hormuz Standoff Drives Oil Prices Up
Bitcoin fell 2.4% to 76,923 USD in 24 hours, with main coins such as Ethereum and Solana experiencing declines. Brent crude oil has risen for seven consecutive days, and geopolitical risks are draining liquidity from the cryptocurrency market.
ZetaChain Suspends Cross-Chain Transactions, GatewayEVM Contract Attacked
The cross-chain protocol ZetaChain announced the suspension of all cross-chain transaction functions due to the discovery and exploitation of a security vulnerability in the GatewayEVM contract. The team is assessing losses and preparing a repair plan.
Bitcoin Short Sellers Face 1.4 Billion USD Liquidation Risk, Could Trigger Price Spike to 80,000 USD
On-chain data shows that the current cumulative open positions of Bitcoin short sellers correspond to a liquidation risk of 1.4 billion USD. If the price rebounds quickly and breaks through 78,000 USD, it could trigger a chain liquidation pushing the price to 80,000 USD.
Chips / Hardware
TSMC's 5 N2 Factories Climb Simultaneously, Year-One Output Increased by 45% Compared to N3
TSMC announced that 5 factories for the 2nm process (N2) will simultaneously enter the capacity ramp-up phase this year, with year-one production increased by 45% compared to the 3nm process. Apple and Nvidia have already secured the first batch of capacity.
Tech Companies
Slack Sues Microsoft in the UK, Accusing Teams Bundling of Anticompetitive Practices
Slack has officially filed a lawsuit against Microsoft in a UK court, accusing it of unlawfully bundling Teams with the Office suite, violating competition laws and harming fair market competition, seeking substantial damages and an injunction against such practices.
Spotify Refuses to Provide AI Music Filtering Button
BBC reports that Spotify has explicitly stated it will not offer users the option to filter AI-generated music, despite a surge in AI music content on the platform that has sparked dissatisfaction among users and independent musicians.
> Hot Comment: Not providing a filtering button is likely because once users see how many songs are AI-generated, the payment rate could be halved.
U.S. Stock Market
Spotify Q1 Revenue Grows 8%, Paid Subscribers Reach 293 Million
The streaming giant's Q1 revenue increased by 8% year-on-year, benefiting from price increases in the U.S. market, with the number of paid subscribers rising to 293 million. However, slowing user growth has raised market concerns about a growth ceiling.
Finance / Macroeconomics
WTI Crude Oil Breaks 100 USD, Brent Rises Over 2% to 103.9 USD
International oil prices have risen sharply, with WTI crude oil surpassing 100 USD/barrel (up 2%), and Brent crude breaking through 103 USD (up over 2%). The ongoing tension in the Hormuz Strait is pushing energy prices higher.
Multiple Central Banks Sell Gold, Spot Gold Falls Nearly 1% to 4,637 USD
Several global central banks have recently reduced their gold reserves significantly, with spot gold falling nearly 1% to 4,637 USD/ounce, silver down over 3% to 73.1 USD. The market interprets this as a signal of tightening liquidity or a potential policy shift.
Hot Discussion: The community debates whether this indicates a peak for risk assets or if central banks are cashing out at high levels to prepare for the next crisis.
Today's Underline
OpenAI struggles with revenues ahead of its IPO, Disney's massive usage of Claude proves demand truly exists, but the money hasn’t flowed into OpenAI's pockets. China's veto of Meta’s acquisition of Manus sends a signal of tightening regulation. Meanwhile, oil prices surpass 100, central banks sell gold, and cryptocurrency plummets—amid a retreat in liquidity, AI bubbles and geopolitical risks are resonating synchronously, making money increasingly expensive and cautious.
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