Anthropic plans to release a public version of Mythos tomorrow, with a rebrand and minor adjustments under the name “Fable 5.” According to Jin10, technology reporter Alex Heath said the public release will include strict safety safeguards and will be less permissive for web operations than the version accessible to Project Glasswing partners. Heath added that the new version is expected to deliver significantly improved performance on long-horizon, multi-step tasks.

Serenity, known as the “white-haired stock guru,” recently mentioned a specific A-share stock for the third time, saying his only A-share pick last year was Innolight (Zhongji Innolight), which he said has risen by triple digits to a record high. According to Odaily, after Serenity’s remarks, Innolight’s share price briefly rose from 1,171 yuan to a high of 1,196 yuan, while its market capitalization increased by 26 billion yuan.

Arthur Hayes​：一旦AI泡沫破裂，就会引发金融危机，从而催生出所谓的“大印钞”（Big Print）。

Germany’s seasonally adjusted trade surplus was €14.5 billion in April, below the €15.3 billion consensus estimate. According to Jin10, the prior reading was revised to €14.1 billion from €14.3 billion.

Germany’s seasonally adjusted industrial output rose 0.4% month on month in April, compared with expectations of a 0.5% increase. According to Jin10, the prior reading was revised at -0.70%.

Saudi Arabia’s real GDP rose 3% year on year in the first quarter. According to Jin10, the figure was reported as an actual result for the quarter.

OpenAI 已向美国监管机构秘密提交了 S-1 文件，由此启动了可能进行首次公开募股（IPO）的正式流程，不过该公司尚未设定时间表，并表示目前仍可能保持私有化状态。

人工智能,豆包,AI Agent,投资,流动性,当LP用豆包教我投资：一位私募GP的转行自述 金色财经,LP：你能给我最直接、最不绕弯子的赚钱策略吗？

OpenAI、SpaceX和Anthropic都在以巨大估值寻求上市，合计可能募资高达千亿美元级别。无论谁先上市，都将定义这个新兴行业，并能抢先利用那些渴望投资AI公司的大量资金。

赛夫·法伊克承认协助策划了对一名加密货币百万富翁父母的绑架案，此前这对夫妇于2024年在康涅狄格州遭遇了一起暴力兰博基尼劫车事件。

下一阶段中国的模型仍将具有全球竞争力，但股价波动可能加剧。在解禁抛压过后，基本面过硬的公司将迎来长期的稳健增长，关键在于资本叙事能否一直讲下去。

美国政府考虑入股AI企业，本质上是在AI时代重构国家与市场边界的制度试验。这一探索将如何收束取决于未来一段时间内各方力量的博弈结果。

三重力量博弈下的AI“理性泡沫”——繁荣、流动性拐点与动量脆弱性。

当英伟达围绕“服务token”重组财报口径、Cerebras上市获20倍超额认购，瓶颈之争已经结束，真正的问题变成了下一个：当推理成为稀缺资源，价值会沉淀在算力栈的哪一层。

市场正酝酿一场资产价格离谱的急速暴涨。至少从历史规律来看，未来一年大概率会出现这种行情。