{"title":"AI Daily | Cursor Deeply Integrates Kimi K2.5, Xiaomi Releases MiMo-V2 Full-Stack Model","url":"/en/ai-daily/ai-daily-2026-03-21/","date":"2026-03-21","type":"ai-daily","content":"\u003ch1 id=\"ai-daily--cursor-deeply-integrates-kimi-k25-xiaomi-releases-mimo-v2-full-stack-model\"\u003e\n  AI Daily | Cursor Deeply Integrates Kimi K2.5, Xiaomi Releases MiMo-V2 Full-Stack Model\n  \u003ca class=\"heading-link\" href=\"#ai-daily--cursor-deeply-integrates-kimi-k25-xiaomi-releases-mimo-v2-full-stack-model\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h1\u003e\n\u003cblockquote\u003e\n\u003cp\u003eToday, the AI industry shows a clear trend of shifting from a conversational paradigm to an agent paradigm. Cursor announced the integration of Moonshot\u0026rsquo;s Kimi K2.5, marking the entry of a domestic large model into the top international developer toolchain; Xiaomi released the MiMo-V2 family, challenging the performance of leading models with high cost-effectiveness. Meanwhile, Anthropic and OpenAI have further strengthened the closed-loop capabilities of AI agents in automated R\u0026amp;D and remote collaboration through feature updates and toolchain acquisitions, respectively.\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch2 id=\"i-todays-highlights\"\u003e\n  I. Today\u0026rsquo;s Highlights\n  \u003ca class=\"heading-link\" href=\"#i-todays-highlights\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eWatch List:\u003c/strong\u003e \u0026ldquo;2026.12: Please Listen to My Podcast\u0026rdquo; from Stratechery by Ben Thompson is worth prioritizing. Main content: [TO BE TRANSLATED] - (Photo by Benjamin Fanjoy/Getty Images).\u003c/li\u003e\n\u003cli\u003eWelcome back to This Week in Stratechery!\u003c/li\u003e\n\u003cli\u003eAs a reminder, each week,….\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eWatch List:\u003c/strong\u003e A total of 24 key updates were captured in the last 7 days. You can select sources (podcasts/newsletters/videos) for in-depth reading based on your needs.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eX Hot Topic:\u003c/strong\u003e The topic \u0026ldquo;Cursor Composer 2 Built on Moonshot\u0026rsquo;s Kimi K2.5 in Confirmed Partnership\u0026rdquo; is trending (approx. 9,000 related posts) and can serve as a starting point for understanding global AI public opinion and viewpoints.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"ii-ai-hot-topics-on-x-based-on-bird\"\u003e\n  II. AI Hot Topics on X (Based on bird)\n  \u003ca class=\"heading-link\" href=\"#ii-ai-hot-topics-on-x-based-on-bird\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003ch3 id=\"topic-1-cursor-composer-2-built-on-moonshots-kimi-k25-in-confirmed-partnership\"\u003e\n  Topic 1: Cursor Composer 2 Built on Moonshot\u0026rsquo;s Kimi K2.5 in Confirmed Partnership\n  \u003ca class=\"heading-link\" href=\"#topic-1-cursor-composer-2-built-on-moonshots-kimi-k25-in-confirmed-partnership\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 15 hours ago, Related Posts: 9,000\u003c/li\u003e\n\u003cli\u003eWhat it is: Cursor announced an official partnership with Moonshot AI. Its newly released Composer 2 feature will be powered by the Kimi K2.5 model.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This marks the recognition of a domestic large model by a top international AI development tool in the high-barrier vertical of programming, showcasing the trend of AI programming toolchains evolving towards multi-model integration and global collaboration.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion focuses on whether Kimi K2.5 can surpass Claude 3.5 Sonnet in code generation and logical reasoning, and the rarity of deep technical cooperation between Chinese and US AI companies in the current geopolitical context.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-2-irans-new-supreme-leader-denies-attacks-on-turkey-and-oman-in-first-public-message\"\u003e\n  Topic 2: Iran\u0026rsquo;s New Supreme Leader Denies Attacks on Turkey and Oman in First Public Message\n  \u003ca class=\"heading-link\" href=\"#topic-2-irans-new-supreme-leader-denies-attacks-on-turkey-and-oman-in-first-public-message\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · Other\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 1 day ago, Related Posts: 79,000\u003c/li\u003e\n\u003cli\u003eWhat it is: Iran\u0026rsquo;s new Supreme Leader issued his first public message, officially denying rumors of Iranian attacks on Turkey and Oman.\u003c/li\u003e\n\u003cli\u003eWhy it matters: In geopolitical conflicts, AI-generated deepfakes and disinformation are often used in information warfare. This event serves as an important case study for verifying the authenticity of official information and combating automated propaganda in the AI era.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: Discussions on X focus on verifying the authenticity of the statement, the role of AI algorithms in amplifying the spread of sensitive political information, and the impact of the event on the Middle East situation and global cybersecurity.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-3-netanyahu-quotes-historian-on-jesus-and-genghis-khan-amid-iran-war-updates\"\u003e\n  Topic 3: Netanyahu Quotes Historian on Jesus and Genghis Khan Amid Iran War Updates\n  \u003ca class=\"heading-link\" href=\"#topic-3-netanyahu-quotes-historian-on-jesus-and-genghis-khan-amid-iran-war-updates\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: 23 hours ago, Related Posts: 339,000\u003c/li\u003e\n\u003cli\u003eWhat it is: Israeli Prime Minister Netanyahu drew an analogy by quoting a historian\u0026rsquo;s views on Jesus and Genghis Khan in a speech addressing the Iran situation, sparking widespread attention on social media.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This event highlights the influence of AI-driven social media algorithms in real-time hot topic distribution and reflects the key role of AI technology in modern information warfare, public opinion monitoring, and political propaganda analysis.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion centers on the accuracy and political intent of Netanyahu\u0026rsquo;s historical analogy, concerns about further escalation in the Middle East, and how algorithms amplify such highly controversial statements.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-4-karpathys-autoresearch-turns-laptops-into-ai-research-labs\"\u003e\n  Topic 4: Karpathy\u0026rsquo;s Autoresearch Turns Laptops into AI Research Labs\n  \u003ca class=\"heading-link\" href=\"#topic-4-karpathys-autoresearch-turns-laptops-into-ai-research-labs\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eOverview: Trending Time: , Related Posts: 66\u003c/li\u003e\n\u003cli\u003eWhat it is: Andrej Karpathy promoted the Autoresearch project, which aims to use LLM agents to achieve end-to-end automated AI scientific research on personal laptops.\u003c/li\u003e\n\u003cli\u003eWhy it matters: The project lowers the barrier to scientific research, demonstrating the potential of AI agents to autonomously propose hypotheses, write code, and run experiments, heralding an automated transformation in the scientific research paradigm.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion focuses on the output quality of automated research, whether it will exacerbate the issue of low-quality academic papers, and the bottlenecks of local computing power in handling complex scientific tasks.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-5-solo-developers-build-247-ai-labs-at-home-with-minimax-m27\"\u003e\n  Topic 5: Solo Developers Build 24/7 AI Labs at Home with MiniMax M2.7\n  \u003ca class=\"heading-link\" href=\"#topic-5-solo-developers-build-247-ai-labs-at-home-with-minimax-m27\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eSummary: Trending since: 15 hours ago, Related posts: 853\u003c/li\u003e\n\u003cli\u003eWhat it is: Independent developers are using MiniMax M2.7-related solutions to build personal 24/7 AI labs in their homes.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This marks the decentralization of high-performance AI R\u0026amp;D capabilities, proving that individual developers can achieve complex model deployment and experimentation without relying on expensive cloud computing power.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion focuses on the cost-effectiveness of local computing power, the challenges of hardware maintenance in a home environment, and the impact of this \u0026ldquo;lone wolf\u0026rdquo; model on the innovation landscape of the AI industry.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-6-memecoin-traders-hunt-next-big-winner-amid-nostalgia-debate\"\u003e\n  Topic 6: Memecoin Traders Hunt Next Big Winner Amid Nostalgia Debate\n  \u003ca class=\"heading-link\" href=\"#topic-6-memecoin-traders-hunt-next-big-winner-amid-nostalgia-debate\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eCategory: AI · News\u003c/li\u003e\n\u003cli\u003eSummary: Trending since: , Related posts: 197\u003c/li\u003e\n\u003cli\u003eWhat it is: Memecoin traders are searching for the next big asset while debating the value of \u0026ldquo;nostalgia\u0026rdquo; versus new narratives.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This phenomenon reflects the deep involvement of AI Agents in the crypto-finance sector, showing how AI can drive market sentiment and asset liquidity by autonomously generating narratives.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The focus is on whether the market should continue to tap into the nostalgic value of classic memes or pivot entirely to new token experiments led by AI agents, and the sustainability of this trend.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"summary-of-ai-public-opinion-on-x-today\"\u003e\n  Summary of AI Public Opinion on X Today\n  \u003ca class=\"heading-link\" href=\"#summary-of-ai-public-opinion-on-x-today\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eToday\u0026rsquo;s main narrative focuses on the paradigm shift of AI technology from cloud monopoly to personalized and specialized development. Breakthroughs by Chinese large models in international programming toolchains and the rise of automated scientific research tools have jointly fostered a technical consensus on the \u0026ldquo;decentralization of AI R\u0026amp;D capabilities.\u0026rdquo; However, significant disagreements persist regarding practical effectiveness. This is evident in the debate over the logical reasoning abilities of domestic models versus top international ones, and in the crypto-finance sector\u0026rsquo;s choice between AI-driven narratives and traditional sentimental value. Concurrently, the risk of low-quality academic output from automated research and the amplification of misinformation and controversial speech by AI algorithms in geopolitical conflicts pose urgent security and ethical challenges that require vigilance in the current technological evolution.\u003c/p\u003e\n\u003ch2 id=\"iii-influencer-insights\"\u003e\n  III. Influencer Insights\n  \u003ca class=\"heading-link\" href=\"#iii-influencer-insights\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003cp\u003eHello! I\u0026rsquo;m your AI industry analyst. Based on the activities of AI leaders on X over the past 24 hours, I have compiled this in-depth briefing for you.\u003c/p\u003e\n\u003cp\u003eToday, the AI community is showing a sense of urgency in making a \u003cstrong\u003e\u0026ldquo;full transition from a conversational paradigm to an agent paradigm.\u0026rdquo;\u003c/strong\u003e Whether it\u0026rsquo;s Anthropic\u0026rsquo;s remote control feature or the intensive releases from Xiaomi and OpenAI, everything points to one core idea: AI is no longer just a chatbot but a \u0026ldquo;digital employee\u0026rdquo; deeply embedded in workflows.\u003c/p\u003e\n\u003chr\u003e\n\u003ch3 id=\"1-todays-tech-trends-and-product-hotspots\"\u003e\n  1. Today\u0026rsquo;s Tech Trends and Product Hotspots\n  \u003ca class=\"heading-link\" href=\"#1-todays-tech-trends-and-product-hotspots\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003ch4 id=\"-claude-code-ushers-in-the-era-of-remote-control\"\u003e\n  🚀 Claude Code Ushers in the Era of \u0026ldquo;Remote Control\u0026rdquo;\n  \u003ca class=\"heading-link\" href=\"#-claude-code-ushers-in-the-era-of-remote-control\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eAnthropic\u0026rsquo;s command-line tool, \u003cstrong\u003eClaude Code\u003c/strong\u003e, has released the \u003cstrong\u003eChannels\u003c/strong\u003e feature, enabling remote control of coding sessions via Telegram and Discord.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eCore Value\u003c/strong\u003e: Developers no longer need to be at their computers; they can direct the AI to write, test, and deploy code from their phones. @dotey believes this marks Claude\u0026rsquo;s complete transformation into an agent.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eTechnical Details\u003c/strong\u003e: @op7418 provided a detailed breakdown of the configuration process, pointing out that it\u0026rsquo;s essentially a remote event push based on the MCP protocol. However, @Pluvio9yte warns that versions 2.1.77 and above have modified the user ID format, which requires attention when adapting relay stations.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-xiaomis-mimo-v2-family-a-surprise-attack-from-a-domestic-agent-model\"\u003e\n  🐉 Xiaomi\u0026rsquo;s MiMo-V2 Family: A \u0026ldquo;Surprise Attack\u0026rdquo; from a Domestic Agent Model\n  \u003ca class=\"heading-link\" href=\"#-xiaomis-mimo-v2-family-a-surprise-attack-from-a-domestic-agent-model\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eXiaomi officially launched the \u003cstrong\u003eMiMo-V2\u003c/strong\u003e full-stack model family (Pro, Omni, TTS), causing a stir in the developer community.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003ePerformance\u003c/strong\u003e: The flagship model, MiMo-V2-Pro, has over 1T parameters and its agent and coding capabilities are on par with Claude 3.5 Sonnet, but at only one-fifth of the cost.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eIndustry Commentary\u003c/strong\u003e: @dotey quoted DeepSeek\u0026rsquo;s prodigy Luo Fuli, calling it a \u0026ldquo;silent surprise attack.\u0026rdquo; Its Hybrid Attention architecture and MTP inference technology are tailor-made for the agent era.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-the-base-model-battle-between-cursor-and-kimi\"\u003e\n  ⚖️ The \u0026ldquo;Base Model Battle\u0026rdquo; Between Cursor and Kimi\n  \u003ca class=\"heading-link\" href=\"#-the-base-model-battle-between-cursor-and-kimi\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eAfter Cursor released Composer 2, developers discovered that it uses the \u003cstrong\u003eKimi K2.5\u003c/strong\u003e model underneath, sparking a heated debate about open-source protocols and business ethics.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003ePlot Twist\u003c/strong\u003e: Initially, Moonshot employees publicly questioned it, but then came the official \u0026ldquo;reversal\u0026rdquo; and endorsement, confirming that Cursor was using their service legally through an authorized partner (Fireworks). @dotey noted that this reflects the blurring boundaries between base models and upper-layer applications in the current \u0026ldquo;continuous pre-training + reinforcement learning\u0026rdquo; paradigm.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-openais-toolchain-cleanup\"\u003e\n  🛠️ OpenAI\u0026rsquo;s Toolchain Cleanup\n  \u003ca class=\"heading-link\" href=\"#-openais-toolchain-cleanup\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eOpenAI announced the acquisition of \u003cstrong\u003eAstral\u003c/strong\u003e (owner of star Python tools like uv and Ruff).\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eStrategic Intent\u003c/strong\u003e: @dotey analyzed that OpenAI aims to deeply involve Codex agents in the entire \u0026ldquo;plan-modify-validate-maintain\u0026rdquo; lifecycle, rather than just generating code snippets.\u003c/li\u003e\n\u003c/ul\u003e\n\u003chr\u003e\n\u003ch3 id=\"2-unique-perspectives--industry-outlook\"\u003e\n  2. Unique Perspectives \u0026amp; Industry Outlook\n  \u003ca class=\"heading-link\" href=\"#2-unique-perspectives--industry-outlook\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003ch4 id=\"-the-moat-is-shifting-from-code-to-tests\"\u003e\n  🧠 The Moat is Shifting: From \u0026ldquo;Code\u0026rdquo; to \u0026ldquo;Tests\u0026rdquo;\n  \u003ca class=\"heading-link\" href=\"#-the-moat-is-shifting-from-code-to-tests\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003e@ruanyf raised a warning: when AI can replicate large frameworks like Next.js at an extremely low cost (e.g., $1100), the code itself is no longer the moat. \u003cstrong\u003e\u0026ldquo;Test cases\u0026rdquo; will become the new core of software assets\u003c/strong\u003e, as they are the only standard for verifying the correctness of AI-generated content.\u003c/p\u003e\n\u003ch4 id=\"-harness-engineering-and-orchestrated-context\"\u003e\n  🏗️ \u0026ldquo;Harness Engineering\u0026rdquo; and Orchestrated Context\n  \u003ca class=\"heading-link\" href=\"#-harness-engineering-and-orchestrated-context\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003e@dotey mentioned a new concept: \u003cstrong\u003eOrchestrated Context\u003c/strong\u003e. Future AI R\u0026amp;D will no longer be about writing prompts, but about managing an Agent\u0026rsquo;s thought process through complex scaffolding (Harness). Luo Fuli (@_LuoFuli) even mandates over 100 rounds of daily conversation with Agents in her team to accelerate this paradigm shift.\u003c/p\u003e\n\u003ch4 id=\"-the-ai-paradox-in-software-stocks\"\u003e\n  📉 The \u0026ldquo;AI Paradox\u0026rdquo; in Software Stocks\n  \u003ca class=\"heading-link\" href=\"#-the-ai-paradox-in-software-stocks\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003e@ruanyf observed the phenomenon of AI stocks soaring while traditional software stocks decline. He believes AI is reshaping software development costs, shaking the market\u0026rsquo;s valuation logic for traditional software companies. Meanwhile, @lijigang warns that while productivity is amplified, \u003cstrong\u003e\u0026ldquo;value capture\u0026rdquo; may be consolidated by upstream model providers\u003c/strong\u003e, squeezing the profit margins of downstream developers.\u003c/p\u003e\n\u003ch4 id=\"-academic-integritys-ai-honeypot\"\u003e\n  🛡️ Academic Integrity\u0026rsquo;s \u0026ldquo;AI Honeypot\u0026rdquo;\n  \u003ca class=\"heading-link\" href=\"#-academic-integritys-ai-honeypot\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cp\u003eICML 2026 successfully caught over 500 reviewers who used AI to write their opinions by embedding \u0026ldquo;honey-pot prompts\u0026rdquo; in paper PDFs. @dotey believes this \u0026ldquo;using AI to fight AI\u0026rdquo; approach will become the mainstream for content authenticity verification in the future.\u003c/p\u003e\n\u003chr\u003e\n\u003ch3 id=\"3-recommended-tools--resources\"\u003e\n  3. Recommended Tools \u0026amp; Resources\n  \u003ca class=\"heading-link\" href=\"#3-recommended-tools--resources\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003ch4 id=\"-developer-tools\"\u003e\n  🔧 Developer Tools\n  \u003ca class=\"heading-link\" href=\"#-developer-tools\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eClaude Code Channels\u003c/strong\u003e: Official remote control plugin, supports Telegram/Discord.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eOpenClaw (Lobster)\u003c/strong\u003e: An Agent framework developed by Zhixian (@zhixianio). The official Lark (Feishu) plugin was updated today, supporting streaming output and an extremely smooth installation process.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003euv / Ruff\u003c/strong\u003e: The high-speed Python toolchain acquired by OpenAI, a must-have for Python development.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003egstack\u003c/strong\u003e: An open-source toolset from the YC CEO that can turn Claude Code into a development team with process control (Think-Plan-Build-Review).\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-creativity--design\"\u003e\n  🎨 Creativity \u0026amp; Design\n  \u003ca class=\"heading-link\" href=\"#-creativity--design\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eMidjourney V8\u003c/strong\u003e: Officially released, with a 5x increase in generation speed, support for direct 2K output, and significantly enhanced text rendering capabilities. @op7418 has completed initial tests.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eGoogle Stitch\u003c/strong\u003e: A new benchmark for AI-generated UI, introducing the DESIGN.md specification. @AI_Jasonyu believes it will replace 80% of junior UI designers.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eLibTV\u003c/strong\u003e: An AI video creation platform that supports Agents in automatically producing video scripts and final cuts via API.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-productivity--analytics\"\u003e\n  📊 Productivity \u0026amp; Analytics\n  \u003ca class=\"heading-link\" href=\"#-productivity--analytics\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h4\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eValueCell AI\u003c/strong\u003e: A real-time investment research and analysis tool for US/A-share stocks, supporting strategy backtesting and automatic report generation.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eaily (Lark)\u003c/strong\u003e: The built-in AI assistant in Lark, supporting one-click summarization of group chats, and generation of daily reports and PPTs.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eAdsPower\u003c/strong\u003e: A fingerprint browser recommended by @AI_Jasonyu for \u0026ldquo;remote account collaboration\u0026rdquo; among teams, allowing shared login environments without sharing passwords.\u003c/li\u003e\n\u003c/ul\u003e\n\u003chr\u003e\n\u003cp\u003e\u003cstrong\u003eAnalyst\u0026rsquo;s Take\u003c/strong\u003e:\nToday\u0026rsquo;s developments show the AI industry is making the perilous leap from \u0026ldquo;toys\u0026rdquo; to \u0026ldquo;tools.\u0026rdquo; \u003cstrong\u003e\u0026ldquo;Skills\u0026rdquo; are replacing \u0026ldquo;Apps\u0026rdquo; as the new ecological unit\u003c/strong\u003e. As @dotey says, an Agent is like an operating system; without Skills, it can do nothing. For practitioners, the core competency is no longer writing code, but the \u003cstrong\u003e\u0026ldquo;ability to orchestrate Agents.\u0026rdquo;\u003c/strong\u003e\u003c/p\u003e\n\u003ch2 id=\"iv-watch-list-update-summary\"\u003e\n  IV. Watch List Update Summary\n  \u003ca class=\"heading-link\" href=\"#iv-watch-list-update-summary\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h2\u003e\n\u003cblockquote\u003e\n\u003cp\u003eTimeframe: Last 7 days; Coverage: 16 sources; Total: 24 updates\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch3 id=\"a16z-podcast-a_full\"\u003e\n  a16z Podcast (A_full)\n  \u003ca class=\"heading-link\" href=\"#a16z-podcast-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://ai-a16z.simplecast.com/episodes/openclaw-why-the-internet-isnt-built-for-ai-agents-E2iKRigA\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eOpenClaw: Why the Internet Isn\u0026rsquo;t Built for AI Agents\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003ePublication Time: 2026-03-19 18:00 Beijing Time\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSummary: Yoko Li, Guido Appenzeller, and Joel de la Garza discuss OpenClaw, the open source personal AI assistant that\u0026rsquo;s forcing a rethink of how identity, permissions, and security work on the internet.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eThey cover why setting up Gmail integration took seven hours, what happens when an agent asks for domain-wide access to every email in your company, and why consumer websites like DoorDash and Amazon have no incentive to make their services agent-friendly.\u003c/li\u003e\n\u003cli\u003eResources: Follow Yoko Li on X: Follow Guido Appenzeller on X: Follow Joel de la Garza on LinkedIn: Check out everything a16z is doing with artificial intelligence here , including articles, projects, and more podcasts.\u003c/li\u003e\n\u003cli\u003ePlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund.\u003c/li\u003e\n\u003cli\u003ea16z and its affiliates may maintain investments in the companies discussed.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eKey Takeaways:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eYoko Li, Guido Appenzeller, and Joel de la Garza discuss OpenClaw, the open source personal AI assistant that\u0026rsquo;s forcing a rethink of how identity, permission…\u003c/li\u003e\n\u003cli\u003eThey cover why setting up Gmail integration took seven hours, what happens when an agent asks for domain-wide access to every email in your company, and why con…\u003c/li\u003e\n\u003cli\u003eResources:\u003c/li\u003e\n\u003cli\u003eFollow Yoko Li on X:  \u003ca href=\"https://twitter.com/stuffyokodraws\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003ehttps://twitter.com/stuffyokodraws\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://ai-a16z.simplecast.com/episodes/whats-missing-between-llms-and-agi-vishal-misra-martin-casado-fr0HSPWZ\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eWhat\u0026rsquo;s Missing Between LLMs and AGI - Vishal Misra \u0026amp; Martin Casado\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003ePublication Time: 2026-03-17 19:05 Beijing Time\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eSummary: Vishal Misra returns to explain his latest research on how LLMs actually work under the hood.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHe walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, explains why this still doesn\u0026rsquo;t mean they\u0026rsquo;re conscious, and describes what\u0026rsquo;s actually required for AGI: the ability to keep learning after training and the move from pattern matching to understanding cause and effect.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eResources: Follow Vishal Misra on X: Follow Martin Casado on X: Check out everything a16z is doing with artificial intelligence here , including articles, projects, and more podcasts.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003ePlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003ea16z and its affiliates may maintain investments in the companies discussed.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eEN Key Points:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eVishal Misra returns to explain his latest research on how LLMs actually work under the hood\u003c/li\u003e\n\u003cli\u003eHe walks through experiments showing that transformers update their predictions in a precise, mathematically predictable way as they process new information, ex…\u003c/li\u003e\n\u003cli\u003eResources:\u003c/li\u003e\n\u003cli\u003eFollow Vishal Misra on X: \u003ca href=\"https://x.com/vishalmisra\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003ehttps://x.com/vishalmisra\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"y-combinator-podcast-b_introsearch\"\u003e\n  Y Combinator Podcast (B_intro+search)\n  \u003ca class=\"heading-link\" href=\"#y-combinator-podcast-b_introsearch\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://podcasters.spotify.com/pod/show/ycombinator/episodes/Inside-The-Startup-Reinventing-Americas-Trillion-Dollar-Chemical-Industry-e3gn3hd\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eInside The Startup Reinventing America’s Trillion Dollar Chemical Industry\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-20 23:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [To be translated] - You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot).\n\u003cul\u003e\n\u003cli\u003eThe viral sensation is an open-source AI assistant that runs on your own device, connects with messaging apps you already use, and goes beyond chat to actually execute tasks like managing your email, calendars, files, workflows, and more.\u003c/li\u003e\n\u003cli\u003eNow meet the man behind it.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eYC’s Raphael Schaad sat down with Peter Steinberger, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eSolugen is reinventing the trillion-dollar chemical manufacturing industry by combining biology and chemistry in a new way\u003c/li\u003e\n\u003cli\u003eIn this episode of Hard Tech, YC\u0026rsquo;s Jared Friedman visits co-founders Gaurab Chakrabarti and Sean Hunt at their Houston HQ to see how they went from a $7,000 PVC…\u003c/li\u003e\n\u003cli\u003eThey cover the breakthrough behind their enzymatic + catalytic production, how they found their first customers, and why starting small and staying close to cus…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://podcasters.spotify.com/pod/show/ycombinator/episodes/Building-A-Global-AI-Startup-From-India-e3gg2in\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eBuilding A Global AI Startup From India\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-16 22:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [To be translated] - You’ve probably already heard all about OpenClaw (formerly Clawdbot/Moltbot).\n\u003cul\u003e\n\u003cli\u003eThe viral sensation is an open-source AI assistant that runs on your own device, connects with messaging apps you already use, and goes beyond chat to actually execute tasks like managing your email, calendars, files, workflows, and more.\u003c/li\u003e\n\u003cli\u003eNow meet the man behind it.\u003c/li\u003e\n\u003cli\u003eYC’s Raphael Schaad sat down with Peter Steinberger, the creator of OpenClaw, to discuss the “aha” moment behind the viral personal AI agent, why local-first agents could replace many of today’s apps, and how personal agents will reshape the future of software.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eIn this episode of The Lightcone, we talk with Mukund and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-re…\u003c/li\u003e\n\u003cli\u003eIn just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days\u003c/li\u003e\n\u003cli\u003eWe discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it\u0026rsquo;s like building in India for a global a…\u003c/li\u003e\n\u003cli\u003e01:18 - Founder Backstory\n02:09 - From AI Testing to General Coding Agents\n02:52 - Getting Ahead of the Market\n04:18 - The Pivot to Non…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"all-in-podcast-a_full\"\u003e\n  All-In Podcast （A_full）\n  \u003ca class=\"heading-link\" href=\"#all-in-podcast-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://allinchamathjason.libsyn.com/jensen-huang-live-nvidias-future-physical-ai-rise-of-the-agent-inference-explosion-ai-pr-crisis\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eJensen Huang LIVE: Nvidia\u0026rsquo;s Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelease Time: 2026-03-20 04:42 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [To be translated] - (0:00) Jensen Huang joins the show.\n\u003cul\u003e\n\u003cli\u003e(0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world\u0026rsquo;s most valuable company (10:47) Physical AI\u0026rsquo;s $50T m….\u003c/li\u003e\n\u003cli\u003eThis piece from All-In Podcast explains how Jensen Huang LIVE: Nvidia\u0026rsquo;s Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Key Points:\n\u003cul\u003e\n\u003cli\u003e(0:00) Jensen Huang joins the show\u003c/li\u003e\n\u003cli\u003e(0:26) Acquiring Groq and the inference explosion\n(8:53) Decision making at the world\u0026rsquo;s most valuable company\n(10:47) Physical AI\u0026rsquo;s $50T m…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://allinchamathjason.libsyn.com/john-fetterman-the-rogue-democrat-who-broke-party-ranks\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eJohn Fetterman: The Rogue Democrat Who Broke Party Ranks\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelease Time: 2026-03-18 19:35 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [To be translated] - (0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts (1:08) The broken Democratic Party: TDS, what he stands for, why the party c….\n\u003cul\u003e\n\u003cli\u003eFetterman: Follow the besties: http….\u003c/li\u003e\n\u003cli\u003eThis piece from All-In Podcast explains how John Fetterman: The Rogue Democrat Who Broke Party Ranks shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Key Points:\n\u003cul\u003e\n\u003cli\u003e(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts\n(1:08) The broken Democratic Party: TDS, what he stands for, why the party c…\u003c/li\u003e\n\u003cli\u003eFetterman:\n\u003ca href=\"https://x.com/SenFettermanPA\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003ehttps://x.com/SenFettermanPA\u003c/a\u003e\nFollow the besties:\nhttp…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://allinchamathjason.libsyn.com/travis-kalanick-michael-dell-live-from-austin-texas\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eTravis Kalanick \u0026amp; Michael Dell Live from Austin, Texas\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelease Time: 2026-03-17 12:11 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [To be translated] - Discover what executives are saying about AI transformation in the latest AI Pulse Survey.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eForge Global: We\u0026rsquo;re proud to highlight our partners at Forge Global, who are helping the world\u0026rsquo;s most innovative private companies and their teams gain #liquidcourage on their terms.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eLearn more here: De\u0026rsquo;Longhi Athena Polymarket (0:00) Travis Kalanick: Officially exiting stealth mode, what he\u0026rsquo;s been working on (5:52) How to automate the physical world, markets to go after (11:00) Return to self-driving: Tesla, Waymo, and the autonomous race (16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California (25:51) Actuators, robot hands, \u0026ldquo;Capital as a weapon,\u0026rdquo; Middle East SWF impacted by Iran War (36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders (43:46) Dell\u0026rsquo;s $50B AI infrastructure bet (1:03:50) Invest America: Michael Dell\u0026rsquo;s $6.25B gift - A 401k from birth for 25M kids This podcast was recorded LIVE at Arena Hall in Austin, Texas.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eLearn more here: De\u0026rsquo;Longhi Athena Polymarket (0:00) Travis Kalanick: Officially exiting stealth mode, what he\u0026rsquo;s been working on (5:52) How to automate the physical world, markets to go after … : EY: Austin vibes meet AI innovation Thanks to EY for co‑hosting with us at #SXSW.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u0026lt;a href=\u0026quot;… Travis Kalanick \u0026amp; Michael Dell Live from Austin, Texas.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003e(0:00) Travis Kalanick: Officially exiting stealth mode, what he\u0026rsquo;s been working on\n(5:52) How to automate the physical world, markets to go after\n…\u003c/li\u003e\n\u003cli\u003e:\nEY:\nAustin vibes meet AI innovation\u003c/li\u003e\n\u003cli\u003eThanks to EY for co‑hosting with us at #SXSW.\nDiscover what executives are saying about AI transformation in the latest AI Pulse Survey.\n\u0026lt;a href=\u0026quot;…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"lennys-podcast-a_full\"\u003e\n  Lenny\u0026rsquo;s Podcast (A_full)\n  \u003ca class=\"heading-link\" href=\"#lennys-podcast-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://www.lennysnewsletter.com/p/how-i-built-lennyrpg-f85\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eHow I built LennyRPG\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-18 23:27 Beijing time\u003c/li\u003e\n\u003cli\u003eSummary: [Pending translation] - \u0026lt;a class=\u0026ldquo;image-link image2 is-viewable-img\u0026rdquo; href=\u0026quot;.\n\u003cul\u003e\n\u003cli\u003e,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49571_3016x3016.p….\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49….\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eIn this episode, Ben walks through the exact six-step workflow he used to go from sketch to shipped game, including the tools, prompts, and decisions at every s….\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003e\u0026lt;a class=\u0026ldquo;image-link image2 is-viewable-img\u0026rdquo; href=\u0026ldquo;\u003ca href=\"https://substackcdn.com/image/fetch/$s\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003ehttps://substackcdn.com/image/fetch/$s\u003c/a\u003e_\u003c/li\u003e\n\u003cli\u003e,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49571_3016x3016.p…\u003c/li\u003e\n\u003cli\u003e,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fe90c516a-b472-47b3-8570-b7581df49…\u003c/li\u003e\n\u003cli\u003eIn this episode, Ben walks through the exact six-step workflow he used to go from sketch to shipped game, including the tools, prompts, and decisions at every s…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://www.lennysnewsletter.com/p/how-i-built-lennyrpg\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eHow I built LennyRPG\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-17 20:46 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: - 👋 Each week, I answer reader questions about building product, driving growth, and accelerating your career.\n\u003cul\u003e\n\u003cli\u003eA few months ago, I shared all of my podcast transcripts on socials on a whim, and holy sh*t, y’all found such incredibly creative ways to use this data: parenting wisdom rooted in PM advice , user research scripts , antimemes , an infographic for every episode , a “Learn from Lenny” Twitter bot , and at least 50 other amazing projects.\u003c/li\u003e\n\u003cli\u003eBut my favorite project of all was by Ben Shih , a non-technical product designer at Miro, who created LennyRPG .\u003c/li\u003e\n\u003cli\u003eI asked Ben to share the step-by-step journey behind this wildly fun, video-game-inspired project—how he built it and what he learned.\u003c/li\u003e\n\u003cli\u003eTo let a thousand more flowers bloom, today I’m releasing my entire newsletter archive (and my podcast transcripts) in AI-friendly Markdown files.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e👋 Each week, I answer reader questions about building product, driving growth, and accelerating your career\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eFor more: Lenny’s Podcast | Lennybot | \u0026lt;a href=\u0026ldquo;https://www…\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003evia=lenny\u0026rdquo;\u0026gt;public speaking course , and interview prep copilot\n\u0026lt;a class…\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u0026ldquo;\u0026gt; Subscribe now\nP.S\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://www.lennysnewsletter.com/p/this-week-on-how-i-ai-from-figma\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003e🎙️ This week on How I AI: From Figma to Claude Code and back \u0026amp; From journalist to iOS developer\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-16 23:03 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Awaiting Translation]- From Figma to Claude Code and back Brought to you by Optimizely —Your AI agent orchestration platform for marketing and digital teams Gui Seiz (designer) and Alex Kern (engineer) from Figma show how to pull a live interface from production, staging, or localhost into Figma, turn it into editable design frames, explore variations collaboratively, and push changes back into code using Claude Code and MCPs—creating a continuous design ↔ code loop.\n\u003cul\u003e\n\u003cli\u003eListen now on YouTube | Spotify | Apple Podcasts Biggest takeaways: - The design handoff is dead—replaced by continuous sync.\u003c/li\u003e\n\u003cli\u003eInstead of designers creating comprehensive design packages with every state documented, AI enables bidirectional flow between Figma and code.\u003c/li\u003e\n\u003cli\u003ePull production code into Figma to see what actually exists, make changes in Figma, then push those changes directly back to code.\u003c/li\u003e\n\u003cli\u003e\n\u003cul\u003e\n\u003cli\u003eDirect manipulation still beats prompting for precision.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003e\u0026lt;a class=\u0026ldquo;image-link image2\u0026rdquo; href=\u0026ldquo;\u003ca href=\"https://substackcdn.com/image/fetch/$s\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003ehttps://substackcdn.com/image/fetch/$s\u003c/a\u003e_\u003c/li\u003e\n\u003cli\u003e,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F361d81ef-7faf-4d8e-8028-5d5e03432a9a_2329x551.pn…\u003c/li\u003e\n\u003cli\u003e,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F361d81ef-7faf-4d8e-8028-5d5e03432…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F62879f2b-76f1-4b6e-bc88-eceb5c0f1250_1600x114.pn…\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://www.lennysnewsletter.com/p/from-journalist-to-ios-developer\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eFrom journalist to iOS developer: How LinkedIn’s editor builds with Claude Code | Daniel Roth\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-16 20:04 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: Daniel Roth, editor in chief at LinkedIn, went from business writer to iOS app developer, without ever learning how to code.\n\u003cul\u003e\n\u003cli\u003eUsing Claude Code, Daniel built and shipped multiple production-ready iOS apps to the App Store, including Commutely, a personalized train-tracking app for New York commuters.\u003c/li\u003e\n\u003cli\u003eListen or watch on YouTube , Spotify , or Apple Podcasts What you’ll learn: - How to set up a dual-agent Claude Code system (builder + reviewer) - Why being a “picky customer” is the right mindset for non-technical builders - How Daniel prioritizes features using AI-ranked impact vs.\u003c/li\u003e\n\u003cli\u003ebuild time - Why saving everything as Markdown files creates long-term context - The importance of branch-based development—even when AI writes the code - How Daniel ships to the App Store without formal engineering experience - His end-of-day “What did I drop the ball on?” Copilot workflow Brought to you by: WorkOS —Make your app enterprise-ready today Vanta —Automate compliance and simplify security In this episode, we cover: ( 00:00 ) Introduction to Daniel Roth ( 02:46 ) Daniel’s AI development workflow overview ( 05:56 ) Using Claude to prioritize feature ideas ( 08:58 ) Building vs.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003emarketing ( 09:47 ) Creating a retention plan for his app ( 10:38 ) Introducing Bob the Builder and Ray the Reviewer ( 13:50 ) How Bob and Ray work together to build features ( 14:37 ) Why Daniel focuses on learning the process ( 16:34 ) The importance of using branches for development ( 17:39 ) Managing AI agents like managing a team ( 21:12 ) Navigating the App Store ( 23:06 ) Being a “picky customer” rather than a PM ( 25:00 ) Testing in Xcode and shipping to the App Store ( 28:14 ) Quick recap ( 30:00 ) Creating terminal aliases with Claude ( 31:38 ) Demo of his Commutely app ( 32:10 ) Using Copilot to manage work responsibilities ( 35:05 ) How Daniel talks to AI without personifying it Tools referenced: • Claude: • Claude Code: • Cursor: • Xcode: • Canva: • Microsoft Copilot: • Terminal: • Obsidian: Other reference: • Commutely (iOS app): Where to find Daniel Roth: LinkedIn: Newsletter: Where to find Claire Vo: ChatPRD: Website: LinkedIn: X: Production and marketing by .\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eDaniel Roth , editor in chief at LinkedIn, went fr…\u003c/li\u003e\n\u003cli\u003eUsing Claude Code, Daniel built and shipped multiple production-ready iOS apps to the App Store, including Commutely, a personalized train-tracking app for New…\u003c/li\u003e\n\u003cli\u003ei=1000755560615\u0026rdquo;\u0026gt;Apple Podcasts\nWhat you’ll learn:\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHow to set up a dual-agent Claude Code system (builder + revie…\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ebuild time\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eWhy saving everything as Markdown files creates long-term context\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eThe importance of branch-based development—even…\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://www.lennysnewsletter.com/p/the-tactical-playbook-for-getting-more-comp\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eThe tactical playbook for getting 20-40% more comp (without sounding greedy) | Jacob Warwick (Executive Negotiator)\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-15 20:31 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [To be translated] - Jacob Warwick is an executive negotiation coach who helps senior operators negotiate better salary, equity, titles, and severance packages.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHe has worked with leaders across tech and Hollywood, was previously a founder and CEO himself, and has helped clients secure millions in additional compensation.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eHis approach focuses on collaboration over confrontation, understanding motivations, and treating job searches like enterprise sales processes.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eWhy a simple “What’s the chance there’s a little more here?” often unlocks a 20% bump 2.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eWhy Jacob sees 40% average movement when negotiations are run well 3.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eEN Key Points:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eJacob Warwick is an executive negotiation coach who helps senior operators negotiate better salary, equity, titles, and severance packages\u003c/li\u003e\n\u003cli\u003eHe has worked with leaders across tech and Hollywood, was previously a founder and CEO himself, and has helped clients secure millions in additional compensatio…\u003c/li\u003e\n\u003cli\u003eHis approach focuses on collaboration over confrontation, understanding motivations, and treating job searches like enterprise sales processes.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u0026lt;st…\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eWhy a simple “What’s the chance there’s a little more here\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"stratechery-by-ben-thompson-a_full\"\u003e\n  Stratechery by Ben Thompson (A_full)\n  \u003ca class=\"heading-link\" href=\"#stratechery-by-ben-thompson-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://stratechery.com/2026/please-listen-to-my-podcast/\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003e2026.12: Please Listen to My Podcast\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-21 01:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Translation pending] - (Photo by Benjamin Fanjoy/Getty Images).\n\u003cul\u003e\n\u003cli\u003eWelcome back to This Week in Stratechery!\u003c/li\u003e\n\u003cli\u003eAs a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; highlighted links are free for everyone.\u003c/li\u003e\n\u003cli\u003eAdditionally, you have complete control over what we send to you.\u003c/li\u003e\n\u003cli\u003eOn that note, here were a few of our favorites this week.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Key Points:\n\u003cul\u003e\n\u003cli\u003e\u0026lt;img alt=\u0026rdquo;\u0026rdquo; class=\u0026ldquo;wp-image-18592\u0026rdquo; height=\u0026ldquo;1133\u0026rdquo; src=\u0026ldquo;\u003ca href=\"https://i0.wp.com/stratechery.com/wp-content/uploads/2\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003ehttps://i0.wp.com/stratechery.com/wp-content/uploads/2\u003c/a\u003e…\u003c/li\u003e\n\u003cli\u003eresize=1700%2C1133\u0026amp;ssl=1\u0026rdquo; width=\u0026ldquo;1700\u0026rdquo; /\u0026gt; (Photo by Benjamin Fanjoy/Getty Images)\u003c/li\u003e\n\u003cli\u003eWelcome back to This Week in Stratechery\u003c/li\u003e\n\u003cli\u003eAs a reminder, each week, every Friday, we’re sending out this overview of content in the Stratechery bundle; hig…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://stratechery.com/2026/spring-break/\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eSpring Break\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eDate: 2026-03-19 18:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [NEEDS TRANSLATION] - Stratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out:.\n\u003cul\u003e\n\u003cli\u003e\n\u003cul\u003e\n\u003cli\u003eThere will be no Update on Thursday, March 19.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cul\u003e\n\u003cli\u003eThere will be no Update on Monday and Tuesday, March 23–24; there will be an Update and Interview on Wednesday and Thursday, March 25–26.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cul\u003e\n\u003cli\u003eThere will be no Update on Monday, March 30.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eAll other Stratechery Plus content, including my podcasts, will stay on schedule.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eStratechery is on a bit of a disjointed Spring Break, as my usual week off will be spread out:\u003c/li\u003e\n\u003cli\u003e\n\u003cul\u003e\n\u003cli\u003eThere will be no Update on Thursday, March 19\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cul\u003e\n\u003cli\u003eThere will be no Update on Monday and Tuesday, March 23–24; there will be an Update and Interview on Wednesday and Thursday, March 25–26\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://stratechery.com/2026/jensen-huang-and-andy-grove-groq-lpus-and-vera-cpus-hotel-california/\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eJensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eDate: 2026-03-18 18:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [NEEDS TRANSLATION] - GTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU.\n\u003cul\u003e\n\u003cli\u003eThe motivation is serve all needs and keep all customers.\u003c/li\u003e\n\u003cli\u003eGTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU The motivation is serve all needs and keep all customers.\u003c/li\u003e\n\u003cli\u003eJensen Huang and Andy Grove, Groq LPUs and Vera CPUs, Hotel California.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eGTC 2026 marked an important inflection point for Nvidia, as the company is selling multiple architectures, instead of focusing on just one GPU\u003c/li\u003e\n\u003cli\u003eThe motivation is serve all needs and keep all customers.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://stratechery.com/2026/an-interview-with-nvidia-ceo-jensen-huang-about-accelerated-computing/\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eAn Interview with Nvidia CEO Jensen Huang About Accelerated Computing\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eDate: 2026-03-17 18:00 Beijing Time\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eAbstract: [To be translated]- Listen to this post: Good morning, This week’s Stratechery Interview is running early this week, as I had the chance to speak in person with Nvidia CEO Jensen Huang at the conclusion of his GTC 2026 keynote , which took place yesterday in San Jose .\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eI have spoken to Huang four times previously, in May 2025 , March 2023 , September 2022 , and March 2022 .\u003c/li\u003e\n\u003cli\u003eIn this interview we talk about a keynote that came across like a bit of a history lesson, and what that says about a company that still feels small even as it’s the most valuable in the world, as well as what has changed in AI over the last year.\u003c/li\u003e\n\u003cli\u003eThen we discuss a number of announcements that might feel like a change in approach (although Huang disagrees), including Nvidia’s burgeoning CPU business and the Groq acquisition.\u003c/li\u003e\n\u003cli\u003eFinally we discuss scarcity in the AI stack and how that affects Nvidia, the China question, and Huang’s frustration with doomers and their influence in Washington.\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eListen to this post:\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://stratechery.com/2026/agents-over-bubbles/\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eAgents Over Bubbles\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-16 18:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [To be translated]- Listen to this post : Log in to listen There is a weird paradox in terms of AI prognostication: on one hand, you don’t want to be the one to completely dismiss the most terrifying doomsday scenarios; who wants to be found out to be foolishly optimistic?\n\u003cul\u003e\n\u003cli\u003eAt the same time, there is also pressure to give credence to the possibility that we are in a bubble, and all of this hype and spending is going to go belly up.\u003c/li\u003e\n\u003cli\u003eWhile I have argued against the former , I have very much been on board with the latter, making the case that bubbles can be good .\u003c/li\u003e\n\u003cli\u003eSitting here in March 2026, however, on the morning of Nvidia’s GTC, I’ve come to a different conclusion: I don’t think we’re in a bubble (which, paradoxically, maybe is the truest evidence we are).\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eLLM Paradigms Over the last couple of weeks, first in the context of Nvidia’s earnings , and then last week in the context of Oracle’s , I’ve talked about three LLM inflection points.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eEN Summary:\n\u003cul\u003e\n\u003cli\u003e\n\u003cdiv class=\"wp-block-group wp-block-passport-podcast-player-logged-out-view has-border-color has-global-padding is-layout-constrained wp-container-core-group-is…\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"openai-blog-a_full\"\u003e\n  OpenAI Blog (A_full)\n  \u003ca class=\"heading-link\" href=\"#openai-blog-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://openai.com/index/how-we-monitor-internal-coding-agents-misalignment\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eHow we monitor internal coding agents for misalignment\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-19 18:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Translation needed] - AI systems are beginning to act with greater autonomy in real-world environments at scale.\n\u003cul\u003e\n\u003cli\u003eAs their capabilities advance, they are able to take on increasingly complex, high-impact tasks and interact with tools, systems, and workflows in ways that resemble human collaborators.\u003c/li\u003e\n\u003cli\u003eA core part of OpenAI’s mission is helping the world navigate this transition to AGI responsibly.\u003c/li\u003e\n\u003cli\u003eThat means not only building highly capable systems, but also developing the methods, infrastructure, and approaches needed to deploy and manage them safely as their capabilities continue to grow.\u003c/li\u003e\n\u003cli\u003eMonitoring internally deployed agents is one of the key ways we’re doing this, and it allows us both to learn from real-world usage and to identify and mitigate emerging risks.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Summary:\n\u003cul\u003e\n\u003cli\u003eHow OpenAI uses chain-of-thought monitoring to study misalignment in internal coding agents—analyzing real-world deployments to detect risks and strengthen AI s…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://openai.com/index/openai-to-acquire-astral\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eOpenAI to acquire Astral\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-19 08:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Translation needed] - Accelerates Codex growth to power the next generation of Python developer tools.\n\u003cul\u003e\n\u003cli\u003eAstral has built some of the most widely used open source Python tools, helping developers move faster with modern tooling like uv, Ruff, and ty.\u003c/li\u003e\n\u003cli\u003eThese tools power millions of developer workflows and have become part of the foundation of modern Python development.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eAs part of our developer-first philosophy, after closing OpenAI plans to support Astral’s open source products.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eBy bringing Astral’s tooling and engineering expertise to OpenAI, we will accelerate our work on Codex and expand what AI can do across the software development lifecycle.\u003c/p\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003eEN Highlights:\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eAccelerates Codex growth to power the next generation of Python developer tools\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://openai.com/index/japan-teen-safety-blueprint\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eOpenAI Japan announces Japan Teen Safety Blueprint to put teen safety first\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelease Time: 2026-03-17 18:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [Translation Pending] - OpenAI Japan announces the Japan Teen Safety Blueprint, introducing stronger age protections, parental controls, and well-being safeguards for teens using gener….\n\u003cul\u003e\n\u003cli\u003eThis piece from OpenAI Blog explains how OpenAI Japan announces Japan Teen Safety Blueprint to put teen safety first shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003cli\u003eIt also surfaces practical implications for founders, operators, and investors following OpenAI Japan announces Japan Teen Safety Blueprint to put teen safety first.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eOpenAI Japan announces the Japan Teen Safety Blueprint, introducing stronger age protections, parental controls, and well-being safeguards for teens using gener…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://openai.com/index/introducing-gpt-5-4-mini-and-nano\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eIntroducing GPT-5.4 mini and nano\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eRelease Time: 2026-03-17 18:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: [Translation Pending] - GPT-5.4 mini and nano are smaller, faster versions of GPT-5.4 optimized for coding, tool use, multimodal reasoning, and high-volume API and sub-agent workloads.\n\u003cul\u003e\n\u003cli\u003eThis piece from OpenAI Blog explains how Introducing GPT-5.4 mini and nano shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003cli\u003eIt also surfaces practical implications for founders, operators, and investors following Introducing GPT-5.4 mini and nano.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eGPT-5.4 mini and nano are smaller, faster versions of GPT-5.4 optimized for coding, tool use, multimodal reasoning, and high-volume API and sub-agent workloads.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://openai.com/index/equipping-workers-with-insights-about-compensation\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eEquipping workers with insights about compensation\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-17 08:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Translation Pending] - New research shows Americans send nearly 3 million daily messages to ChatGPT asking about compensation and earnings, helping close the wage information gap.\n\u003cul\u003e\n\u003cli\u003eThis piece from OpenAI Blog explains how Equipping workers with insights about compensation shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003cli\u003eIt also surfaces practical implications for founders, operators, and investors following Equipping workers with insights about compensation.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Key Points:\n\u003cul\u003e\n\u003cli\u003eNew research shows Americans send nearly 3 million daily messages to ChatGPT asking about compensation and earnings, helping close the wage information gap.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cp\u003e\u003cstrong\u003e\u003ca href=\"https://openai.com/index/why-codex-security-doesnt-include-sast\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eWhy Codex Security Doesn’t Include a SAST Report\u003c/a\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-16 08:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Translation Pending] - A deep dive into why Codex Security doesn’t rely on traditional SAST, instead using AI-driven constraint reasoning and validation to find real vulnerabilities w….\n\u003cul\u003e\n\u003cli\u003eThis piece from OpenAI Blog explains how Why Codex Security Doesn’t Include a SAST Report shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003cli\u003eIt also surfaces practical implications for founders, operators, and investors following Why Codex Security Doesn’t Include a SAST Report.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Key Points:\n\u003cul\u003e\n\u003cli\u003eA deep dive into why Codex Security doesn’t rely on traditional SAST, instead using AI-driven constraint reasoning and validation to find real vulnerabilities w…\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"google-deepmind-blog-a_full\"\u003e\n  Google DeepMind Blog (A_full)\n  \u003ca class=\"heading-link\" href=\"#google-deepmind-blog-a_full\"\u003e\n    \u003ci class=\"fa-solid fa-link\" aria-hidden=\"true\" title=\"Link to heading\"\u003e\u003c/i\u003e\n    \u003cspan class=\"sr-only\"\u003eLink to heading\u003c/span\u003e\n  \u003c/a\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003e\u003ca href=\"https://deepmind.google/blog/measuring-progress-toward-agi-a-cognitive-framework/\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eMeasuring progress toward AGI: A cognitive framework\u003c/a\u003e\u003c/strong\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-03-18 00:03 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: [Translation Pending] - We’re introducing a framework to measure progress toward AGI, and launching a Kaggle hackathon to build the relevant evaluations.\n\u003cul\u003e\n\u003cli\u003eThis piece from Google DeepMind Blog explains how Measuring progress toward AGI: A cognitive framework shapes the broader AI and infrastructure landscape.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eIt also surfaces practical implications for founders, operators, and investors following Measuring progress toward AGI: A cognitive framework.\u003c/li\u003e\n\u003cli\u003eEN Key points:\n\u003cul\u003e\n\u003cli\u003eWe’re introducing a framework to measure progress toward AGI, and launching a Kaggle hackathon to build the relevant evaluations.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n","description":"Today, the AI industry is showing a clear trend of shifting from a conversational paradigm to an Agent paradigm. Cursor announced the integration of Moonshot AI\u0026rsquo;s Kimi K2.5, marking the entry of domestic large models into top-tier international developer toolchains; Xiaomi released the MiMo-V2 family, challenging the performance of leading models with its high cost-effectiveness. Meanwhile, Anthropic and OpenAI have respectively strengthened the closed-loop capabilities of AI agents in automated R\u0026amp;D and remote collaboration through feature updates and toolchain acquisitions."}