OrangeBot.AI Digest — 2026-07-30
89 headlines across 8 sources, aggregated for this day.
Hacker News(15)
- 2x, not 10x: coding with LLMs in 2026 (obryant.dev)
- UEFA and its national associations will not participate in FIFA competitions (www.uefa.com)
- We Gave GPT 5.6 Sol a Real Business. It Lied, Spammed, and Lost $447 (www.bottlenecklabs.com)
- Stacked PRs are now live on GitHub (github.blog)
- Advancing the price-performance frontier with GPT‑5.6 (openai.com)
- Read this before you buy that TV streaming stick (krebsonsecurity.com)
- Physicists Solve a Muon Mystery. Now, Old Results Don't Add Up (www.quantamagazine.org)
- The Economic Benefit of Refactoring (martinfowler.com)
- Gemini Robotics 2 brings whole body intelligence to robots (deepmind.google)
- Upper stage impacting the moon on 2026 August 5 (www.projectpluto.com)
- Europe's fires are just the start (economist.com)
- Are We Stuck with Lean? (mathoverflow.net)
- 'VPNs are lawful technical tools,' says EU Court in landmark copyright ruling (remysharp.com)
- Why is everyone trying to build a solid-state battery? (www.construction-physics.com)
- GCC steering committee announces AI policy (lwn.net)
GitHub Trending(14)
- huggingface / speech-to-speech
- microsoft / AI-For-Beginners
- paperswithbacktest / awesome-systematic-trading
- different-ai / openwork
- WhiskeySockets / Baileys
- pascalorg / editor
- mvanhorn / last30days-skill
- dotnet / aspnetcore
- microsoft / PowerToys
- ansible / ansible
- ChromeDevTools / chrome-devtools-mcp
- jenkinsci / jenkins
- agavra / tuicr
- affaan-m / ECC
Product Hunt(15)
- SKI
Free voice coding for Claude Code, Codex and more
- Pally
Your personal assistant that lives in your texts
- Focus Room
Turn YouTube into your personal learning platform
- NINA
Guide users step by step inside your product.
- Memmy Agent
Let every AI remember the same you.
- Phantom Voice
Local push-to-talk dictation for Mac
- AI Search Console
Prompt analytics and citation mapping for AI search
- Claude Code usage tracking by LangWatch
See what your Claude Code sessions actually cost
- Yap
Open-source voice dictation for Mac, fully on-device
- Greplica
Self updating wiki for coding agents
- docktor
Your Dock's wasted side space, now full of widgets
- tablo
A tiny cat that watches your AI coding agents for you
- Expert Chase for iOS & Android
Where human life runs with AI
- agentOS
254× cheaper sandbox alternative, powered by WebAssembly
- CraftStory
Photorealistic human video, powered by compact AI
Hugging Face(15)
- TurboVLA: Real-Time Vision-Language-Action Model at 32 Hz on an RTX 4090 with <1 GB VRAM
Vision-language-action (VLA) models commonly adopt an LLM-centric V to L to A pathway, where visual observations are projected into the representation space of a large language model before being decoded into robot actions. Although effective, this design incurs substantial computation and memory overhead at every policy invocation. In this work, we introduce TurboVLA, a new VLA paradigm that reformulates the conventional V to L to A pathway as a direct V + L to A mapping. Instead of using a large language model as the central interface between perception and action, TurboVLA independently encodes visual observations and language instructions, directly exchanges information between them through lightweight bidirectional vision-language interaction, and predicts continuous action chunks with a compact decoder. This simple design constructs task-conditioned representations directly from visual and linguistic features, significantly reducing the computational and memory costs of VLA inference. On LIBERO, TurboVLA achieves 97.7% average success with only 0.2B parameters, 31.2 ms inference latency, and 0.9 GB inference VRAM on a consumer-grade RTX 4090, matching or outperforming substantially larger VLA policies. These results establish TurboVLA as a simple and effective alternative to the prevailing LLM-centric VLA paradigm, offering a new perspective on how vision, language, and action can be connected for efficient robotic manipulation. Code is available at https://github.com/H-EmbodVis/TurboVLA.
- CoRT: Counterfactual Replay for Token-Level Rubric-Guided Policy Optimization
Rubric-based reinforcement learning enriches language model training by evaluating model outputs against explicit criteria. Yet in GRPO-style pipelines, these structured judgments are reduced to a scalar response-level reward and converted into a response-level advantage, which is broadcast uniformly to all generated tokens. This leaves no explicit mechanism for allocating credit within a response, even when different criteria are grounded in different spans, formatting decisions, or semantic choices. We propose CoRT, a token-level credit weighting method for rubric-conditioned GRPO. Instead of training an auxiliary token scoring model, CoRT uses counterfactual replay to rescore the same sampled response under the original rubric-conditioned prompt and a matched criteria-free prompt. The resulting tokenwise log-likelihood contrasts serve as a proxy for dependence on the rubric context. CoRT maps these contrasts to bounded, response-normalized weights and uses them to redistribute the signed GRPO advantage across tokens, without introducing an auxiliary scorer or changing the response-level reward. Experiments across instruction-tuned models and reward granularities show that CoRT improves over matched response-level GRPO in the vast majority of comparisons, with an average gain of 4.4 percentage points. The method remains competitive with learned token-level credit baselines while avoiding a separate relevance-learning stage. These results suggest that policy-internal counterfactual likelihood contrasts provide an effective training signal for within-response credit allocation while retaining the simplicity and stability of GRPO.
- HumanCLAW: Can Vision-Language Models Act Through a Body?
Evaluating whether a vision-language model (VLM) can act through a physical body is challenging. The outcome of an action couples the VLM's decision with motor control. When a task fails, it is hard to tell whether the VLM made a bad choice or the motor controller simply failed to execute it, e.g., losing balance and falling. In this work, we introduce HumanCLAW, an evaluation framework that decouples action decision-making from low-level execution. At every step, a harnessed, off-the-shelf VLM issues an atomic skill command, and the command is translated into a sub-second chunk of continuous full-body motion with real physical consequences, including gravity and collisions. The body can therefore act freely in the physical world, while execution-side disturbances, balance and motor errors, are factored out. What remains measurable is the model's action intelligence: its moment-to-moment choice of what the body should execute next. Based on this framework, we build HumanCLAW-Bench: 1,218 long-horizon, egocentric find-navigate-interact episodes across 41 indoor scenes. We test nine state-of-the-art VLMs and find that none solves the benchmark; the best model reaches only a 16.8% success rate. Recognizing the target is not the bottleneck. What current VLMs lack is embodied self-awareness: they lose track of their own body, failing to tell where it is, whether it has reached the goal, or whether it has hit an obstacle.
- DecoEvo: Score-Decoupled Co-Evolution of Solver and Rubric-Generator Skills in Text Space
Text-space optimization adapts large language models (LLMs) by editing external natural-language artifacts rather than model weights, so the optimized artifacts remain inspectable and the model can be treated as a black box. However, most existing text-space methods keep evaluation fixed. On open-ended tasks, this can become a bottleneck: once the solver improves on the criteria a rubric measures, omitted dimensions remain invisible to the optimization signal. Simply evolving the rubric is also unreliable when updates are selected by the current solver's score, because apparent progress can come from making the rubric easier to satisfy. We introduce DecoEvo (Decoupled Co-Evolution), which co-evolves a solver skill and a rubric-generator skill under decoupled objectives without using gold rubrics during optimization. The solver skill is updated using criterion-level feedback, while the rubric-generator skill is revised through complementary audits of requirement coverage and response discrimination that are independent of aggregate solver score. This separation focuses generator updates on newly exposed solver weaknesses, reducing repeated emphasis on criteria the solver already satisfies. Under each benchmark's official evaluation, DecoEvo outperforms all compared methods across five benchmarks and three LLM backbones, yielding 2.8--5.0\% relative gains over SkillOpt in the five-benchmark average.
- CLBench-V: Evaluating Multimodal Context Learning from Grounding to Knowledge Acquisition
Real-world tasks often require models to learn from task-specific context rather than relying only on pre-trained knowledge. While recent work has highlighted this capability as context learning, existing evaluations mainly focus on textual contexts. In many practical settings, however, the context to be learned from is multimodal: scientific findings are conveyed through figures and tables, financial indicators are scattered across converted reports, and spatial decisions depend on maps, scenes, or web pages. We introduce CLBench-V, a benchmark for multimodal context learning that addresses the difficulty of localizing where context use breaks down by organizing tasks around three dimensions: context grounding, new information application, and new knowledge learning. CLBench-V combines converted public benchmarks with newly constructed datasets spanning domains such as science, finance, long-document understanding, spatial reasoning, and web-based visual question answering. To reduce the cost of constructing domain-specific context-learning tasks, we further use automated construction and filtering procedures for our newly built datasets. Across 3,443 instances and six recent multimodal models, the best overall score is only 0.2847, indicating that multimodal context learning remains far from saturated. Moreover, InternVL3.5-30B-A3B performs best on context grounding and new knowledge learning, while Qwen3.5-Plus performs best on new information application. We further analyze judge reliability, context length, image count, and representative failure cases. Code is available at https://github.com/IamLihua/CLBench-V.
- CAST: Game Solvers as Turn-Level Teachers for LLM Agents
Training large language models (LLMs) to act in long-horizon games is a promising step toward generalist decision-making, yet reinforcement learning with verifiable rewards (RLVR) relies on sparse final rewards that reveal little about which decisions determine success. Denser process signals could supply this missing turn-level credit, but existing sources are hard to keep both cheap and accurate. We observe that changes in a game solver's state value reveal whether an action advances the state toward success. Building on this insight, we propose CAST (Credit Assignment from Solver Teachers), which converts these value changes into solver advantages and injects them into RLVR as turn-level signals. We further show that, under a soft-optimal solver assumption, maximizing the solver advantage is equivalent to on-policy distillation from the solver, requiring only scalar values rather than teacher logits. Across Sokoban, Minesweeper, and Rush Hour, CAST outperforms all trained baselines on every game under both in-domain and unseen-difficulty evaluation and achieves the highest average zero-shot performance on ALFWorld and WebShop. Our code is available at https://github.com/Wloner0809/CAST.
- SkillRise: Agentic Reinforcement Learning for Cross-Task Skill Evolution
Large language model agents often encounter related yet distinct tasks that share reusable solution patterns. Yet standard agentic reinforcement learning treats tasks as independent episodes, while existing approaches to skill learning either focus on repeated attempts of one task or use pipelines with multiple stages that entangle extraction, retrieval, and execution. We introduce SkillRise, a unified reinforcement learning framework for learning skills across tasks. SkillRise organizes related instances into progressively challenging sequences and uses a single policy to alternate between task solving and curating an evolving skill document passed directly to the next task. Decoupled credit assignment across tasks supervises solving with the current task outcome and curation with discounted downstream outcomes. Experiments on ALFWorld, WebShop, and ScienceWorld show that SkillRise achieves the strongest Pass@1 performance among the compared methods, with gains over the strongest baseline ranging from 2.3 to 8.5 percentage points. Although trained across distinct tasks, its learned curation policy remains effective for repeated attempts on the same task. Further analysis reveals scaling at test time across tasks: performance improves with longer sequences of related tasks even when each task is attempted only once. This trend suggests that SkillRise reuses transferable skills across tasks rather than benefiting from repeated sampling of the same task. SkillRise further retains strong performance while substantially reducing the runtime overhead of skill learning pipelines with multiple stages. Together, these results provide a simple and efficient training paradigm for LLM agents to extract, refine, and reuse transferable skills across tasks.
- MindForge: Teaching Small Language Models Whole-Life-Cycle Software Engineering via Source-Free Program Synthesis
Coding agents have made substantial progress on software engineering tasks that modify existing codebases, including bug fixing and feature implementation. However, constructing a complete program from scratch remains a major challenge: even the frontier models evaluated on ProgramBench fully resolve fewer than 1% of tasks. One obstacle is the lack of scalable training environments for this from-scratch setting, spanning the whole software engineering life cycle, as existing environment-construction frameworks focus only on a single phase in software development. To address this gap, we introduce MindForge, an automated pipeline that converts open-source command-line programs into source-free environments that expose only a compiled reference executable and its documentation. Using MindForge, we construct training environments from repositories disjoint from those in ProgramBench, and curate a high-quality data recipe consisting of program synthesis trajectories using GLM-5.2 as the teacher agent. Fine-tuning Qwen3.6-27B on these trajectories increases its ProgramBench average test pass rate from 37.98% to 49.51%, achieving performance comparable to substantially larger frontier models. Moreover, the fine-tuned model consistently improves over the base model across all seven unseen software engineering benchmarks, spanning long-horizon repository generation and translation, bug fixing, feature implementation, and cross-language issue resolution, with absolute gains of 31.00 points on RepoZero-C2Rust, 14.16 on DeepSWE, 10.70/4.56 on NL2Repo-Bench (with/without tests), 5.04 on SWE-bench Verified, 5.93 on SWE-bench Pro, 5.22 on SWE-bench Multilingual, and 4.94 on FeatBench.
- SpecFirst: Behavioral Specification Elicitation as a First-Class Step in Agent-Based Program Synthesis from Scratch
LLM-based agents excel at software engineering tasks where an existing codebase provides context, but constructing a program from scratch remains fundamentally harder. Recent benchmarks such as ProgramBench quantify this gap: given only natural-language documentation and an execute-only binary as a behavioral oracle, even frontier models solve fewer than 1% of instances. Existing frameworks conflate documentation reading, behavioral exploration, and code synthesis into a single pass, causing agents to probe insufficiently, lose behavioral intent as context drifts, and propagate early misinterpretations into the final implementation. Inspired by classical requirements engineering, we argue that behavioral specification elicitation should be a first-class phase that precedes implementation. We present SpecFirst, a two-stage framework that forces the specification elicitation before code synthesis. A dedicated spec agent first probes the binary and combines observations with documentation into a structured specification. Next, a code synthesis agent then uses this specification to drive implementation. This decomposition resolves documentation ambiguities before coding begins and provides a stable behavioral reference throughout synthesis. We evaluate SpecFirst on all 200 ProgramBench instances across four models spanning two families and an order of magnitude of capability. SpecFirst consistently outperforms the single-loop baseline, improving test pass rates by 6.9%-21.3% and binary exploration coverage by 9.4%-18.5%, all statistically significant. Behavioral analysis on code synthesis further shows that a prior specification enables earlier and more sustained code construction. Our results demonstrate that an explicit requirements-engineering phase is an effective paradigm for from-scratch program construction.
- StatePlay: State-Aware Game World Models for Mechanics-Consistent Generation
Recent game world models can generate visually realistic and interactive environments conditioned on player actions. However, games are not defined by pixels alone; they are governed by explicit mechanics, namely state-dependent rules that control health reduction, skill activation, and game termination. These mechanics depend on precise internal states, such as health points, skill meters, and timers, which are tightly coupled with visual observations and determine how gameplay evolves. Without modeling these state dynamics, existing game world models may generate visually plausible rollouts but violate the underlying game rules. In this paper, we propose StatePlay, a novel state-aware game world model that jointly predicts visual content and game states to promote mechanics-consistent generation. StatePlay adopts a mixture-of-transformers (MoT)-style architecture that preserves specialized visual and state representations while enabling cross-modal interaction, allowing predicted states to guide frame generation. Each branch is further optimized with a distinct objective suited to its modality. Experiments show that StatePlay achieves an average normalized L1 distance below 0.06 for state prediction. Furthermore, compared with models without explicit state modeling, our method improves mechanics fidelity in generated game rollouts by 18.6%. Overall, our work highlights the importance of state-aware game world modeling and advances beyond pixel-level realism toward complete and mechanically faithful game generation.
- Can AI agents conduct open-ended AI research? Early evidence from two case studies
Forecasts of explosive AI progress hinge on AI agents automating AI research. But evidence on whether agents can carry out open-ended AI research is thin. Current evaluations either test agents on narrow, verifiable tasks, which excludes open-ended research, or submit AI-generated papers to blind peer review, which is overstretched, stochastic, and suffers from poor review quality. We introduce a third way to measure progress towards AI R\&D automation. An agent takes on the central, open-ended research question of a high-quality unpublished paper, and the paper's original authors grade its output. We call these shadow evaluations. We ran shadow evaluations on two unpublished NeurIPS 2026 submissions, giving frontier agents six days and thousands of dollars of compute. The agents completed all of the engineering without human help, yet could not make substantial progress towards answering the research questions. As a result, both papers were unambiguously rejected by the authors. We identify five recurring failure modes: poor judgment about the bar for publishable research, uncreative responses to shortcomings in the research design, ineffective backtracking from dead ends, poor resource awareness, and instruction drift. A robustness check with a second model and scaffold reproduced these failures. We release the expert reviews, survey responses, agent repositories, and logs. Our results provide early evidence that today's agents can do the engineering of AI research, but struggle with critical parts of the research lifecycle.
- OmegaUse-OfficeVal: Benchmarking LLM Agents on Long-Horizon Office-Suite Tasks with Economic Grounding
Large language model (LLM) agents are increasingly expected to assist users in completing tasks. However, existing benchmarks provide limited support for evaluating whether agents can carry out office-suite workflows at a reasonable cost. We introduce OmegaUse-OfficeVal, a benchmark for evaluating LLM agents on long-horizon office-suite tasks with task-level economic grounding. The benchmark comprises 100 tasks derived from office-suite requests proposed by practitioners and adapted through a privacy-preserving process. On average, these tasks require 2.32 hours of human labor to complete. An important feature of the benchmark is that each task is paired with two economic signals: human labor time and task price proxy. These signals enable direct comparisons between human costs and LLM inference costs, as well as value-weighted evaluation. To support stable evaluation, we develop code-based verifiers from fine-grained rubrics. We evaluate several frontier LLMs together with a human baseline. Although all evaluated LLMs are substantially cheaper and faster than human workers, they have not yet approached human-level deliverable quality. The code and dataset are fully open-sourced, and more information is available on our project website: https://omegause-officeval.github.io.
- Voice Memory for Agentic Speech Recognition
We present Voice Memory, a inference-only scheme for agentic speech recognition: at stream time, a frozen corrector reads a single per-domain memory.md and decides per utterance whether to act on the hypothesis or abstain and keep the 1-best. Asynchronously, a score-gated optimizer revises that file through bounded edits, accepting an edit only when it strictly improves a held-out score. Extended from classical ASR-LM framework, we refer this split the listener-thinker architecture; the two roles are coupled only through the memory, so no weights change and the learned skill stays auditable and portable. Restraint turns out to be the operative skill this loop discovers: unconstrained generative error correction (GER) over-corrects, breaking correct tokens on up to 64% of its edits on financial news, and Voice Memory, reduces this rate to 35%. Across ten HyPoradise domains with an open corrector, Voice Memory, lowers weighted word error rate from 8.36% to 7.52% (7.47% with three added in-context examples) without regressing any dataset below its 1-best baseline; gains concentrate where recoverable headroom is largest, including air-travel commands (8.40% to 3.40%) and noisy far-field speech (CHiME-4, 12.69% to 10.46%). The memory transfers across corrector families and adds zero parameters to the inference path. A demo and example code are provided for future studies.
- Explicit Layer Modeling for Video Object Insertion and Layer Decomposition
Most video editing systems still lack explicit layered video representations, limiting their ability to perform realistic compositing, object reuse, and consistent manipulation. This limitation is especially pronounced in video object insertion and video layer decomposition, where existing methods rely on implicit inference or per-scene optimization due to the absence of explicit foreground-layer supervision. We introduce TriLayer, a large-scale triplet video dataset containing aligned composite, background, and foreground videos, where the foreground layers include both object appearance and associated visual effects. This explicit supervision enables models to learn layered video representations directly rather than inferring them implicitly. Building on this dataset, we propose DBL-Diffusion, a dual-branch diffusion framework that jointly models RGB composites and RGBA foreground layers through shared denoising and cross-branch interaction. We instantiate the framework in two tasks: DBL-Insert for layered object insertion, which generates explicit RGBA layers for realistic compositing and flexible post-editing, and DBL-Decompose for video layer decomposition, which recovers foreground and background layers using triplet supervision. Experiments demonstrate that explicit layer modeling substantially improves both insertion fidelity and decomposition quality.
- Memory for Large Language Models
Memory has evolved into a foundational architectural dimension in large language models (LLMs), shifting from an implicit byproduct of computation to a spectrum of explicit, controllable mechanisms. While recent advances introduce diverse strategies---spanning transient attention, recurrent state dynamics, parameter-efficient adaptations, and scalable lookup storage---this rapid evolution has led to a highly fragmented research landscape. In this survey, we present a systematic, architecture-centric taxonomy of memory in LLMs. Our framework characterizes memory along three orthogonal axes: representation (implicit versus explicit), update dynamics (offline versus online), and persistence (short-term versus long-term). We further formalize the granular mechanisms dictating memory writing, routing, state transitions, and consolidation. This unified perspective elucidates the conceptual boundaries between computation-coupled and independently addressable memory, effectively bridging disparate architectural paradigms. Additionally, we critically analyze hybrid memory architectures, system-level efficiency trade-offs, and multi-dimensional evaluation methodologies. By consolidating these scattered advancements into a cohesive framework, this survey charts the trajectory of memory-centric LLM design and provides a principled foundation for future innovations in scalable and adaptive language modeling.
Techmeme(15)
- Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 6%+ after hours (CNBC)
CNBC : Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 6%+ after hours — Coinbase shares dropped in extended trading on Thursday after the crypto platform posted a wider-than-expected loss for the second quarter …
- Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours (Kelly Cloonan/Wall Street Journal)
Kelly Cloonan / Wall Street Journal : Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 13%+ after hours — The company projects revenue to increase by 4% to 10%, slowing from recent double-digit growth
- Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B (Stephen Nellis/Reuters)
Stephen Nellis / Reuters : Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B — Apple (AAPL.O) on Thursday reported sales and profits that beat Wall Street expectations, fueled by its customers snapping up iPhones …
- Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, and more, grew 12% YoY to $30.74B, vs. $31.36B est.; AAPL drops 4%+ after hours (Todd Spangler/Variety)
Todd Spangler / Variety : Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, and more, grew 12% YoY to $30.74B, vs. $31.36B est.; AAPL drops 4%+ after hours — For the three months ended June 27, Apple's Q3 of fiscal 2026, the tech giant reported total revenue of $109.4 billion, up 16%.
- Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated (Apple)
Apple : Apple reports Q3 revenue up 16% YoY to $109.42B, vs. $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, vs. $19.6B estimated — CUPERTINO, Calif.—(BUSINESS WIRE)—Apple® today announced financial results for its fiscal 2026 third quarter ended June 27, 2026.
- Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were "choppy"; RDDT drops 6%+ after hours (Jonathan Vanian/CNBC)
Jonathan Vanian / CNBC : Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 6%+ after hours — Reddit reported second-quarter earnings on Thursday that beat on the top and the bottom lines, and the company issued guidance that sailed past expectations.
- Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours (Deborah Sophia/Reuters)
Deborah Sophia / Reuters : Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 8%+ after hours — Amazon.com (AMZN.O) topped market expectations for quarterly cloud revenue growth on Thursday on the back of surging enterprise AI spending …
- Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B (Annie Palmer/CNBC)
Annie Palmer / CNBC : Amazon reports Q2 ad revenue up 26% YoY to $19.81B, vs. $19.43B est., and subscription services revenue up 12% YoY to $13.73B — Amazon reported better-than-expected revenue and cloud growth for the second quarter. The stock shot up more than 10% in extended trading.
- Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips (Amazon)
Amazon : Amazon reports Q2 revenue up 20% YoY to $200.6B, net income up 245% to $62.6B, operating income up 43% to $27.5B, and a $25B+ annual revenue run rate for chips — SEATTLE—(BUSINESS WIRE)—Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its second quarter ended June 30, 2026.
- Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 (Bloomberg)
Bloomberg : Sources: DeepSeek plans to build a 1 GW data center in Inner Mongolia and aims to bring at least part of its capacity online by the end of 2027 or early 2028 — China's DeepSeek is planning a massive artificial-intelligence data center in Inner Mongolia, according to people familiar with the matter …
- Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet (Carly Page/The Register)
Carly Page / The Register : Amazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet — Researchers say Sapphire Sleet socially engineered maintainers before publishing malicious updates through trusted accounts
- At a hearing, a US judge says "I don't see additional evidence" from the Pentagon justifying its designation of Anthropic as a supply-chain risk (Maria Curi/Axios)
Maria Curi / Axios : At a hearing, a US judge says “I don't see additional evidence” from the Pentagon justifying its designation of Anthropic as a supply-chain risk — A federal judge on Thursday signaled she's become even more skeptical of the Pentagon's decision to blacklist Anthropic …
- Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May (Bloomberg)
Bloomberg : Source: Situational Awareness' assets have fallen to ~$10B after it liquidated some positions to meet margin calls, down from a reported $20B+ as of late May — Assets at Leopold Aschenbrenner's hedge fund Situational Awareness have slumped to about $10 billion after it was forced to liquidate some positions to meet margin calls.
- Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal (Jagmeet Singh/TechCrunch)
Jagmeet Singh / TechCrunch : Okta agrees to acquire AI identity security startup Permiso; source: the acquisition is valued at just under $200M and is structured as an almost all-cash deal — Okta on Thursday agreed to acquire AI identity security startup Permiso Security, betting that demand for protecting AI agents …
- Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it "achieves comparable performance" to Inkling (Thinking Machines Lab)
Thinking Machines Lab : Thinking Machines releases Inkling-Small, an open-weight model with 276B total and 12B active parameters, saying it “achieves comparable performance” to Inkling — Try on Tinker Model card Hugging Face — Today, we are releasing Inkling-Small, an efficient open-weights model …
Solidot(15)
- 罗技在欧洲销售的新鼠标将可以更换电池
为了减少电子垃圾,欧盟的新法律将要求在欧洲销售的电子产品能更换电池,这一法律将于 2027 年 2 月生效。为了遵守该法律,任天堂已经宣布在欧洲销售的 Switch 2 游戏机以及手柄将允许更换电池。现在 PC 外设制造商罗技透露在欧洲销售的新鼠标将可以更换锂电池。支持更换电池的新鼠标将只在欧洲销售。罗技新任游戏业务负责人 Robin Piispanen 声称,新款欧洲版鼠标不仅制造成本更高,而且更重、更结实,以最大限度降低意外刺伤的风险。
- 《银莲花公园 2》开始开发
知名游戏设计师 Ron Gilbert 宣布他已经开始着手开发《银莲花公园(Thimbleweed Park)》的续作,预计 2028 年初推出。目前 Steam 版的《银莲花公园》正在打折,续作的页面已经上线。Ron Gilbert 是最有影响力的游戏设计师之一,他在 LucasArts 工作期间设计了 SCUMM 引擎,在此基础上开发了一系列经典冒险游戏。他在 1992 年离开 LucasArts,创办了自己的游戏公司。2014 年他与 Gary Winnick 等人在 Kickstarter 上发起了《银莲花公园》的众筹,尝试复兴 LucasArts 风格的点击冒险游戏。在成功众筹后游戏于 2017 年推出。
- 中国煤炭发电量首次低于五成
根据中国国家能源局公布的数据,今年前 6 个月煤电发电量为 2.5 万亿千瓦时,占总发电量的比重降至 49.7%,半年发电量占比首次低于 50%;可再生能源发电量占全部发电量的 41.2%,占比首次超四成。其中风电、太阳能发电总量突破 1.2 万亿千瓦时,约占全社会用电量的四分之一。2025 年中国用电量历史性突破突破 10 万亿千瓦时,其规模已是美国的 2 倍多,高于欧盟、俄罗斯、印度、日本总和。
- 亚马孙文明在鼎盛时期可能有数百万人口
科学家通过激光雷达(LiDAR)航空勘测技术检测到了亚马孙地区西南部 432 处被称为“土墩”的地表遗存。这些发现的地理位置此前曾是古代亚马孙西南部 Aquiry 文明的定居地,这一地区可能有 24,000-30,000 处土墩。古代 Aquiry 文明留下的大型地面几何形沟槽围合结构,称为亚马孙地雕,人们认为其功能兼具仪式、政治和公共集会中心。这些大多单独分布的结构由沟渠和堤坝组成,占地在 0.35-14 公顷不等,已知最大的地雕面积近 50 公顷。最新检测结合现有卫星研究,研究者估计 Aquiry 文明在公元 100-300 年鼎盛时期可能养活了约 125-300 万人口,意味着它对亚马孙的土壤、森林结构和生物多样性产生的影响比此前认为的更为深远。 Aquiry文明所占区域不到大亚马孙地区的 3%。
- 微波油炸能让薯条更健康
炸薯条是广受欢迎的美食,但并不健康,因为薯条在油炸过程中吸收了大量油脂,增加了脂肪和热量,而经常食用高脂肪食物会导致肥胖和高血压等健康问题。现在 Illinois Urbana-Champaign 大学的研究人员发表了两篇论文,报告了结合微波油炸和传统油炸让薯条更健康的方法。这种方法缩短了烹饪时间,减少了吸油量,同时能保持传统炸薯条酥脆外皮和口感。研究人员将土豆冲洗去皮切成条状,然后焯水、撒盐,在加热至 180 摄氏度的豆油中炸制。他们发现,光靠微波油炸无法形成酥脆的表面,需要结合传统油炸。研究人员建议将两者结合起来,用微波减少油脂吸收,用传统方法保持表面酥脆。
- 辣椒有助于减轻极端疼痛
辣椒的活性成分辣椒素能与监测极端环境热源的受体 TRPV1 结合,模拟强烈的灼烧感,欺骗神经系统,激发身体强烈反应,但并不会真的在身体上造成什么伤痕。医生已在利用这种局部化学反应去缓解慢性疼痛。根据发表在《Physiology & Behavior》期刊上的一项研究,重庆师范大学的研究人员发现辣椒有助于减轻极端疼痛。研究人员从学校招募了 48 名无痛史的健康年轻人,让学生口含掺有辣椒粉的明胶块五分钟,然后用激光红外热脉冲照射手背,体会炙热的疼感。激光强度有轻重之分。结果发现,相比对照组,辣椒对轻度照射没产生有区别的影响,但显著降低了重度照射产生的疼痛感。
- 熊本地震导致当地半导体工厂停工
熊本所在的九州“硅岛”贡献日本全国超五成半导体产值,M7.1 级地震导致当地大量半导体工厂停工。台积电在熊本的工厂主要是使用成熟制程生产车用芯片。索尼熊本工厂则主要生产车载摄像头使用的图像传感器。台积电、索尼、瑞萨电子等半导体工厂都已停工。台积电表示目前正在确认建筑物的安全性,“设备调试需要一定时间”。在半导体工厂,需经过数百道工序才能形成精细的电路。通常来说,从晶圆投入到成品出货需要约三个月时间,一旦生产中的产品出现任何细微损伤,就必须报废。
- 日本人口 42 年来首次跌破 1.2 亿
日本总务省公布的人口动态调查结果显示,截至今年 1 月 1 日,日本人的人口为 119,736,483 人。这是 1984 年以来的 42 年中首次跌破 1.2 亿人。比上年减少约 91.7 万人(0.76%),创 1968 年开始调查以来的最大减少数。除东京都外的 46 个道府县均减少。外国人增加约 35.4 万人至 4,031,159 人,是 2013 年开始此项调查以来的最多纪录,所有都道府县外国人均增加。日本人的人口连续 17 年减少,死亡人数达到约 159 万人,而出生人数则为创新低的约 67 万人。按年龄来分,65 岁以上老年人占到 29.79%,作为劳动力中心的 15~64 岁劳动年龄人口比例为 59.09%,两者均比上年增加。0~14 岁的低龄人口为 11.13%,创新低。日本人加上外国人的总人口为 123,767,642 人,比上年减少约 56.3 万人。
- 网信办发布反网暴法征求意见稿
网信办发布反网暴法征求意见稿,意见反馈截止日期为 2026 年 8 月 28 日。《征求意见稿》将网络暴力定义为:(一)集中发布含有侮辱谩骂、造谣诽谤、煽动仇恨、挑动对立、威逼胁迫、歧视偏见等内容的信息(以下简称网络暴力信息);(二)违法集中发布他人个人信息;(三)持续进行网络恐吓、网络骚扰等...《征求意见稿》要求网络服务提供者必须建立网暴监测预警机制和防护功能。一旦发现风险,需采取流量限制、添加网暴标签、一键取证等措施,对严重违规账号建立黑名单并禁止重新注册。网络服务提供者违法将“给予警告,责令限期改正,没收违法所得;拒不改正或者情节严重的,处五万元以上五十万元以下罚款,并可以责令暂停相关业务、停业整顿、关闭网站或者应用程序、吊销相关业务许可证或者吊销营业执照,对直接负责的主管人员和其他直接责任人员,处一万元以上十万元以下罚款”。公众账号生产运营者违法将“给予警告,责令限期改正、清理订阅账号、责令限制功能、暂停或者限制营利权限、暂停相关服务、关闭账号或者禁止重新注册,可以并处十万元以上五十万元以下罚款”。
- 俄罗斯指控 Telegram 创始人协助恐怖主义活动
俄罗斯指控 Telegram 创始人 Pavel Durov 协助恐怖主义活动,称乌克兰情报部门利用 Telegram 策划并协调在俄罗斯境内的破坏和恐怖活动。俄罗斯对居住在阿联酋迪拜的 Durov 发出了国际逮捕令。Durov 已在俄罗斯境外生活多年,持有法国和阿联酋护照。目前尚不清楚其他国家或当局是否会遵守俄罗斯发出的逮捕令。2014 年 Durov 因拒绝遵守俄罗斯政府关闭 Telegram 平台上反对派社区的要求而离开俄罗斯。
- 顶尖 AI 初创公司很少发表论文
很多顶尖 AI 初创公司都宣称他们的技术将能彻底改变软件开发、药物研发和科学研究,但他们很少用论文去论证他们的宣传。根据发表在 bioRxiv 上的一篇论文预印本,逾半数 AI 独角兽企业(即估值超过 10 亿美元)发表的论文少之又少。数据显示,2025 年发表的 AI 论文中每 1000 篇这些 AI 公司就只占到 1 篇。论文合作者、斯坦福大学的 John Ioannidis 称,“对于一个号称正重塑科学、且在科学潜力方面如此先进的领域而言,没有任何科学文献是一个非常奇怪的悖论,我们如何判断他们所说的是真实、经过验证且可重复的?”Alberta 大学的 AI 伦理学者 Mohamed Abdalla 认为,这可能反映了公司的激励机制与学界不同。公司的激励机制是赚钱而不是推进科学发展。1998-2025 年之间的 317 家 AI 独角兽公司发表了 1389 篇同行评审论文和 688 篇预印本,逾半数初创公司未发表任何合格论文。前 5% 公司贡献了逾九成的引用量,其中 OpenAI 贡献了近四成,其次是中国计算机视觉公司旷视科技和 Hugging Face。中国 AI 公司发表的论文数高于美国的同行,这一结果并不出人意料,美国 AI 公司日益对其模型保密。
- GCC 宣布 AI 政策
GCC 指导委员会宣布采纳 GCC AI 政策工作组推荐的 AI 贡献政策。GCC 将拒绝任何“包含 LLM 生成的内容或源自 LLM 生成的内容的具有法律意义的贡献”。所谓“具有法律意义”指的是“约 15 行代码和/或文本”即可被视为具有版权意义。GCC 维护者可选择接受由 LLM 生成的具有法律意义的测试用例。AI 政策不禁止将 LLM 用于研究、分析、Bug 发现和报告、补丁审查等用途,只要其输出不包含在贡献中即可。指导委员会表示,AI 政策将不断发展完善,定期进行修订。
- 微软悄悄在 Windows 11 上安装了 OneDrive Photos
微软被发现不经过用户同意悄悄在 Windows 11 上安装了一个新应用 OneDrive Photos,可能是通过 Windows Update 或 OneDrive 客户端更新安装到设备上的。该应用的可执行文件是 C:\Program Files\Microsoft OneDrive\OneDrive.App.exe,它是基于 WebView2,并非原生应用。相比下 OneDrive 客户端的可执行文件是 C:\Program Files\Microsoft OneDrive\OneDrive.exe。OneDrive Photos 会自动扫描设备上的照片,其中的 People 栏还会请求扫描你的脸部。
- Google 研究未发现有证据显示 AI 将导致大规模自动化以及能取代白领
Google 发表研究报告《AI & Economy ATLAS》,它未发现有明确证据显示 AI 将导致大规模自动化以及能取代白领工作。报告是基于对 Gemini App、Google AI Mode 和 Gemini API 上 1500 万次匿名化 AI 交互的活动、任务、全景趋势和普及研究。研究发现,AI 应用仍停留在浅层,且主要以协作为主,端到端任务自动化的范围有限。计算机、金融、艺术和娱乐等领域的白领工作的 Gemini 普及率高于其它领域,金融/市场分析师、软件开发者和系统管理员是 AI 的高频用户,销售、运输工人以及食品加工/服务人员很少使用 AI。29% 的职业 AI 的影响微乎其微,另外 30% 的职业大部分工作仍然由人类负责。只有 3% 的职业会经常性的使用 AI,这些受 AI 影响最大的职业包括了软件 QA 分析师和测试人员、HR 专家以及文档管理专家。数据表明 AI 目前主要作为现有工作的补充,对某些职业中的部分任务有用,未被全面用于执行目前由人类完成的工作。员工外包给 AI 的认知任务绝大多数都不需要太多专业知识。
- 50 岁以上工人的睡眠危机
爱丁堡大学的研究人员在一年时间里跟踪了不同行业 45 名年龄在 50-66 岁之间的员工,收集了逾 1900 份自我报告的幸福感和工作场所评估数据,以及逾 5200 天的可穿戴传感器数据。结果显示,睡眠问题在参与者中间非常普遍。大多数参与者平均每晚睡眠时间为 6.5-8 小时,但九成参与者在整个研究期间都经历了睡眠障碍。研究结果表明,睡眠紊乱而非睡眠时间不足可能是许多人感觉休息不足的原因。在众多因素中,工作压力被认为与睡眠问题密切相关。
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