Recommended Reading

It is estimated that losing the founder could reduce Nvidia's valuation by 20% to 30%.

Goodbye, Jianghu.

NVIDIA's board is rumored to plan to replace Jensen Huang, causing the stock price to drop nearly 10% after hours. According to the "founder premium + governance discount" model, the market will price in three tiers: $145–155, $125–135, and $110–120, corresponding to a dynamic PE compression from 30x–35x to 15x–22x.

In a 68-minute interview on the Figuring Out podcast, Ultraman reviewed key decisions such as launching ChatGPT with a 5% retention rate, betting the entire company's computing power after training GPT-4, and explained what he sees as the only fundamental principle of entrepreneurship: to create what people truly want.

Google officially opens the new generation flagship Gemini 4 Carbon to the world: it launches the /swarm multi-Agent swarm mode, allowing the entire "AI team" to work in parallel; it ranks first in three major production evaluations with lower costs, and provides 10,000 free six-month premium access slots for research users.

We maintain the benchmark judgment of a 25 basis point interest rate hike in December, and the pace of this tightening remains gradual and moderate.

RootData data shows that in the third quarter of 2026, there were a total of 199 financing deals in the primary cryptocurrency market, with a disclosed amount of 4.46 billion USD. The number of deals has declined for four consecutive quarters, and the amount has decreased by 74% year-on-year; funds have clearly shifted towards later-stage strategic rounds and "financial pipelines" that can charge fees and hold licenses.

Kazakh Testing Claude Fable 5.2: It can not only write code, but also look up reference images, model, create videos, and build web pages. The author ran it for over 2 hours on several specific tasks and also complained about the consumption of quotas.

In July 2024, when Stripe acquired Lemon Squeezy, it announced its intention to "massively become a Merchant of Record." This article breaks down the division of labor and responsibility boundaries for the two entry points, as well as what it means for other MoR players.

Anthropic released two flagship models, Fable 5.2 and Mythos 5.2, claiming significant improvements in high-difficulty technical tasks; among them, Fable 5.2 completed the formal proof of Fermat's Last Theorem in about 30 hours.