{
  "title": "2026-05-11 AI Daily | SpaceXAI plans to acquire Cursor, Axon.ai verifies high ROI AI advertising monetization",
  "url": "https://miaok.ong/en/ai-daily/ai-daily-2026-05-11/",
  "date": "2026-05-11T07:00:00+08:00",
  "lastmod": "2026-05-11T07:00:00+08:00",
  "type": "ai-daily",
  "kind": "page",
  "language": "en",
  "description": "Today, the AI industry shows a trend of compute-driven integration, with news of SpaceXAI acquiring Cursor, marking the siphoning effect of compute resources on native applications. On the technical front, the OpenAI Codex plugin achieves browser concurrency control, and Agents officially enter the scaled execution phase. In terms of business and governance, Axon.ai has demonstrated the high monetization potential of AI advertising, while Eric Ries\u0026rsquo;s \u0026ldquo;incorruptible\u0026rdquo; architecture provides an institutional reference for the long-term governance of AI giants.",
  "keywords": null,
  "tags": [],
  "categories": [],
  "author": "Mark (Miao) Kong",
  "image": "https://miaok.ong/images/avatar.jpg",
  "content": "\u003ch1 id=\"2026-05-11-ai-daily--spacexai-reportedly-to-acquire-cursor-axonai-validates-high-roi-monetization-for-ai-advertising\"\u003e\n  2026-05-11 AI Daily | SpaceXAI Reportedly to Acquire Cursor, Axon.ai Validates High ROI Monetization for AI Advertising\n  \u003ca class=\"heading-link\" href=\"#2026-05-11-ai-daily--spacexai-reportedly-to-acquire-cursor-axonai-validates-high-roi-monetization-for-ai-advertising\"\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 trend of compute-driven consolidation, with SpaceXAI\u0026rsquo;s rumored acquisition of Cursor signaling the siphoning effect of computing resources on native applications. On the technical front, OpenAI\u0026rsquo;s Codex plugin has achieved browser concurrency control, officially moving Agents into the large-scale execution phase. In business and governance, Axon.ai has demonstrated the high monetization potential of AI advertising, while Eric Ries\u0026rsquo;s \u0026ldquo;incorruptible\u0026rdquo; architecture offers a framework for the long-term governance of AI giants.\u003c/p\u003e\n\u003c/blockquote\u003e\n\u003ch2 id=\"-in-depth-guide-to-this-issues-watch-list\"\u003e\n  📖 In-depth Guide to This Issue\u0026rsquo;s Watch List\n  \u003ca class=\"heading-link\" href=\"#-in-depth-guide-to-this-issues-watch-list\"\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\u003eToday\u0026rsquo;s Watch List focuses on the \u0026ldquo;hard currency\u0026rdquo; of AI commercialization and the \u0026ldquo;long-termism\u0026rdquo; of organizational governance.\u003c/p\u003e\n\u003cp\u003eFirst, the monetization capability demonstrated by Axon.ai, AppLovin\u0026rsquo;s AI advertising platform, deserves close attention. In its closed beta, the platform has already reached 1 billion daily active users globally, with a median watch time of 35 seconds for its full-screen video ads. This indicates that AI-driven precision targeting has entered a high-ROI phase, and it is recommended that marketing technology and engineering teams study its underlying matching logic.\u003c/p\u003e\n\u003cp\u003eSecond, an in-depth reading of the latest insights from Eric Ries, author of \u0026ldquo;The Lean Startup,\u0026rdquo; is recommended. By analyzing the structures of companies like Anthropic and Novo Nordisk, he explores how corporations can prevent their core values from being corrupted by capital games through institutional design. At a time when AI giants are frequently embroiled in governance controversies, building an \u0026ldquo;incorruptible\u0026rdquo; organization that can withstand cycles is an essential lesson for every technology decision-maker and founder.\u003c/p\u003e\n\u003cp\u003eThese two pieces offer different perspectives for observing the maturity of the AI industry, one from the underlying monetization logic and the other from the top-level governance structure.\u003c/p\u003e\n\u003ch2 id=\"-ai-hot-topics-on-x\"\u003e\n  🌐 AI Hot Topics on X\n  \u003ca class=\"heading-link\" href=\"#-ai-hot-topics-on-x\"\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-musks-old-clip-on-entitlement-waste-stirs-debate\"\u003e\n  Topic 1: Musk\u0026rsquo;s Old Clip on Entitlement Waste Stirs Debate\n  \u003ca class=\"heading-link\" href=\"#topic-1-musks-old-clip-on-entitlement-waste-stirs-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 · Other\u003c/li\u003e\n\u003cli\u003eOverview: Trending for: 1 day ago, Related posts: 73,000\u003c/li\u003e\n\u003cli\u003eWhat happened: An old video clip of Elon Musk criticizing the \u0026ldquo;sense of entitlement\u0026rdquo; and \u0026ldquo;waste of resources\u0026rdquo; within organizations has resurfaced and gone viral on X, sparking widespread discussion.\u003c/li\u003e\n\u003cli\u003eWhy it matters: Musk\u0026rsquo;s efficiency-first philosophy directly influences the operational models of leading AI companies like xAI and Tesla. His management philosophy is seen as a key variable affecting the speed of AI R\u0026amp;D and resource utilization.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion centers on whether a \u0026ldquo;hardcore\u0026rdquo; corporate culture is a necessary condition for driving AI innovation, and how to balance employee welfare with long-term organizational vitality in the pursuit of ultimate efficiency.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-2-spacex-stacks-first-full-starship-version-3-for-flight-test-12\"\u003e\n  Topic 2: SpaceX Stacks First Full Starship Version 3 for Flight Test 12\n  \u003ca class=\"heading-link\" href=\"#topic-2-spacex-stacks-first-full-starship-version-3-for-flight-test-12\"\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 for: 2 days ago, Related posts: 78,000\u003c/li\u003e\n\u003cli\u003eWhat happened: SpaceX has completed the stacking of the first full-scale Starship Version 3 in preparation for the 12th flight test (IFT-12).\u003c/li\u003e\n\u003cli\u003eWhy it matters: Version 3 is a major iteration in Starship design. By significantly increasing payload capacity and optimizing its structure, it will accelerate large-scale satellite deployment and the progress of future Mars missions.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion focuses on the specific improvements of V3 over its predecessors in terms of engine performance and length, as well as SpaceX\u0026rsquo;s astonishing iteration speed in advancing next-generation hardware while still testing the V2 version.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-3-anthropic-engineer-pushes-html-over-markdown-for-ai-coding-outputs\"\u003e\n  Topic 3: Anthropic Engineer Pushes HTML Over Markdown for AI Coding Outputs\n  \u003ca class=\"heading-link\" href=\"#topic-3-anthropic-engineer-pushes-html-over-markdown-for-ai-coding-outputs\"\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 for: 5 hours ago, Related posts: 326\u003c/li\u003e\n\u003cli\u003eWhat happened: An Anthropic engineer has publicly advocated for AI to prioritize HTML format over the currently common Markdown for generating code and interface outputs.\u003c/li\u003e\n\u003cli\u003eWhy it matters: This signals an evolution of AI interaction interfaces from plain text responses to rich media and interactive components (like Artifacts), potentially redefining the standard protocol for LLM outputs.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion centers on the debate between HTML\u0026rsquo;s flexibility and Markdown\u0026rsquo;s simplicity, as well as potential challenges with HTML regarding security (e.g., XSS risks) and cross-platform parsing consistency.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-4-trump-rejects-irans-counterproposal-in-strait-of-hormuz-standoff\"\u003e\n  Topic 4: Trump Rejects Iran\u0026rsquo;s Counterproposal in Strait of Hormuz Standoff\n  \u003ca class=\"heading-link\" href=\"#topic-4-trump-rejects-irans-counterproposal-in-strait-of-hormuz-standoff\"\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 for: 2 hours ago, Related posts: 48,000\u003c/li\u003e\n\u003cli\u003eWhat happened: U.S. President-elect Trump has rejected Iran\u0026rsquo;s counterproposal regarding the standoff in the Strait of Hormuz.\u003c/li\u003e\n\u003cli\u003eWhy it matters: Geopolitical instability could drive up operating costs for AI data centers through energy price volatility and create uncertainty for the global tech supply chain and cross-border AI investment environment.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: Discussions on X focus on the risk of escalating military conflict, the potential impact on global crude oil supply and the economy, and the subsequent effects of Trump\u0026rsquo;s hardline foreign policy.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-5-trump-warns-iran-of-one-big-glow-in-ceasefire-ultimatum\"\u003e\n  Topic 5: Trump Warns Iran of \u0026lsquo;One Big Glow\u0026rsquo; in Ceasefire Ultimatum\n  \u003ca class=\"heading-link\" href=\"#topic-5-trump-warns-iran-of-one-big-glow-in-ceasefire-ultimatum\"\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 for: 1 day ago, Related posts: 88000\u003c/li\u003e\n\u003cli\u003eWhat it is: Trump issued a ceasefire ultimatum to Iran, warning that if they do not immediately sign a 14-point agreement, Iran will face \u0026ldquo;one big glow\u0026rdquo; (implying a devastating military strike).\u003c/li\u003e\n\u003cli\u003eWhy it matters: The intense volatility in the geopolitical landscape directly impacts the security of the global tech supply chain. Additionally, such high-stakes rhetoric serves as a key test case for AI-powered public opinion monitoring and disinformation detection.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: Discussions on social media centered on whether Trump\u0026rsquo;s deterrence tactics could genuinely prevent war, and questioned the validity and authenticity of a ceasefire agreement while active hostilities continue.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"topic-6-bobby-green-submits-jeremy-stephens-in-ufc-328-opener\"\u003e\n  Topic 6: Bobby Green Submits Jeremy Stephens in UFC 328 Opener\n  \u003ca class=\"heading-link\" href=\"#topic-6-bobby-green-submits-jeremy-stephens-in-ufc-328-opener\"\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 for: 2 days ago, Related posts: 72000\u003c/li\u003e\n\u003cli\u003eWhat it is: In the opening fight of UFC 328, Bobby Green defeated Jeremy Stephens via submission.\u003c/li\u003e\n\u003cli\u003eWhy it matters: Although a sporting event, it gained high traction under the AI tag, highlighting the challenges social media AI recommendation algorithms face in real-time content classification and semantic understanding. It serves as a case study for algorithmic misjudgment and topic distribution mechanisms.\u003c/li\u003e\n\u003cli\u003eDiscussion summary: The discussion on X primarily focused on Green\u0026rsquo;s performance and the stunning outcome of the match. Meanwhile, some tech users expressed confusion or ridicule that the topic was miscategorized by AI algorithms into the \u0026ldquo;AI · Other\u0026rdquo; category.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"ai-public-opinion-summary-on-x-today\"\u003e\n  AI Public Opinion Summary on X Today\n  \u003ca class=\"heading-link\" href=\"#ai-public-opinion-summary-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\u003eThe main thread of public opinion today focused on the role of an efficient engineering culture in driving technological breakthroughs and its associated internal and external challenges. It is widely acknowledged that Musk-style efficiency-first principles and SpaceX\u0026rsquo;s rapid iteration are the core drivers accelerating innovation in AI and aerospace. However, on the implementation level, there are significant disagreements regarding the long-term sustainability of a \u0026ldquo;hardcore\u0026rdquo; management model and the trade-offs between flexibility and security in shifting AI output protocols from Markdown to HTML. At the same time, the intense turmoil in Middle Eastern geopolitics is seen as a major external risk threatening the security of the global tech supply chain and the operational costs of data centers. Furthermore, the miscategorization of a sporting event under the AI tag reveals the current limitations of AI recommendation systems in semantic understanding and the resulting risks for public opinion governance.\u003c/p\u003e\n\u003ch2 id=\"-influencer-insights\"\u003e\n  💡 Influencer Insights\n  \u003ca class=\"heading-link\" href=\"#-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 am your AI industry analyst. Based on the tweet content from AI leaders on X over the past 24 hours, I have compiled this in-depth briefing for you.\u003c/p\u003e\n\u003cp\u003eToday\u0026rsquo;s core discussions revolved around the \u003cstrong\u003e\u0026ldquo;Evolution of Agent Interaction Paradigms,\u0026rdquo;\u003c/strong\u003e the \u003cstrong\u003e\u0026ldquo;Restructuring of Compute Power,\u0026rdquo;\u003c/strong\u003e and the \u003cstrong\u003e\u0026ldquo;Design Philosophy of AI-Native Applications.\u0026rdquo;\u003c/strong\u003e\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=\"-openai-codex-dominates-the-browser-agents-enter-the-true-execution-phase\"\u003e\n  🚀 OpenAI Codex Dominates the Browser: Agents Enter the \u0026ldquo;True Execution Phase\u0026rdquo;\n  \u003ca class=\"heading-link\" href=\"#-openai-codex-dominates-the-browser-agents-enter-the-true-execution-phase\"\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 has released the \u003cstrong\u003eCodex Chrome Extension\u003c/strong\u003e, which allows it to directly control the browser to perform tasks (like checking back-end systems, updating CRMs, and filling out forms) and supports parallel execution in background tabs.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eIndustry Impact:\u003c/strong\u003e @Pluvio9yte believes this is a \u0026ldquo;dimensional-level attack\u0026rdquo; on Manus and traditional browser-control MCPs. @op7418 points out that its greatest strength is its support for concurrency without taking over the user\u0026rsquo;s current interface.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eTechnical Details:\u003c/strong\u003e @zhixianio tested it and found they could get started in just half an hour, noting that it greatly simplifies input/output workflows.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-compute-is-truth-the-triangle-of-spacex-anthropic-and-cursor\"\u003e\n  🏗️ Compute is Truth: The Triangle of SpaceX, Anthropic, and Cursor\n  \u003ca class=\"heading-link\" href=\"#-compute-is-truth-the-triangle-of-spacex-anthropic-and-cursor\"\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\u003eThe industry is undergoing a dramatic restructuring of compute power.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eSpaceXAI Acquires Cursor:\u003c/strong\u003e @zhixianio commented that Cursor ultimately \u0026ldquo;couldn\u0026rsquo;t fight the foundation model,\u0026rdquo; with SpaceX\u0026rsquo;s millions of H100s being the core incentive. @gefei55 sees this as a good outcome for Cursor, allowing it to escape the \u0026ldquo;vendor trap.\u0026rdquo;\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eAnthropic Partners with SpaceX:\u003c/strong\u003e @Pluvio9yte revealed that Anthropic signed a 300-megawatt capacity deal with a SpaceX data center, directly resulting in a doubling of the Claude Code rate limit and the removal of peak-hour restrictions.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-the-interaction-paradigm-debate-markdown-for-logic-html-for-presentation\"\u003e\n  🎨 The Interaction Paradigm Debate: Markdown for Logic, HTML for Presentation\n  \u003ca class=\"heading-link\" href=\"#-the-interaction-paradigm-debate-markdown-for-logic-html-for-presentation\"\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\u003eThe discussion about AI Agent output formats has reached a peak.\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eConsensus Forming:\u003c/strong\u003e @op7418 proposed a \u0026ldquo;separation of data and presentation\u0026rdquo; architecture: Markdown is responsible for the underlying logic and memory storage (a Schelling point), while HTML handles high-density interaction and presentation.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eEndorsed by Practice:\u003c/strong\u003e @trq212 from the Claude Code team wrote a detailed article on the remarkable effectiveness of HTML. @dotey translated it, pointing out that HTML offers richer visualizations (SVG, JS interactivity). However, @dotey also cautioned that Markdown still holds an advantage in information density and readability for AIs.\u003c/li\u003e\n\u003c/ul\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-language-of-thought-shifting-from-tokens-to-latent-space\"\u003e\n  🧠 The Language of Thought: Shifting from Tokens to Latent Space\n  \u003ca class=\"heading-link\" href=\"#-the-language-of-thought-shifting-from-tokens-to-latent-space\"\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@lijigang provides an in-depth analysis of a review on Latent Space. He argues that \u003cstrong\u003e\u0026ldquo;the language machines use to \u0026rsquo;think\u0026rsquo; doesn\u0026rsquo;t have to be human language.\u0026rdquo;\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003eOutlook:\u003c/strong\u003e The current Chain-of-Thought (CoT) method, which stacks steps at the token level, leads to redundancy and semantic loss. The future evolution will involve models completing their thought processes within the vector space (Latent Space) before generating output, evolving from \u0026ldquo;transcription machines\u0026rdquo; to true \u0026ldquo;thinking machines.\u0026rdquo;\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-the-essence-of-role-playing-the-granularity-axis\"\u003e\n  🎭 The Essence of Role-Playing: The Granularity Axis\n  \u003ca class=\"heading-link\" href=\"#-the-essence-of-role-playing-the-granularity-axis\"\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@lijigang shared research on LLM role-playing: when a model acts as a \u0026ldquo;concerned parent\u0026rdquo; or the \u0026ldquo;President of the World Bank,\u0026rdquo; it\u0026rsquo;s not simply matching a template but rather moving its coordinates along a \u003cstrong\u003econtinuous \u0026ldquo;axis of granularity\u0026rdquo; that spans from a close-up/micro view to a distant/macro view.\u003c/strong\u003e\u003c/p\u003e\n\u003ch4 id=\"-perceived-obsolescence-and-the-testing-moat-in-the-software-industry\"\u003e\n  🛡️ \u0026ldquo;Perceived Obsolescence\u0026rdquo; and the \u0026ldquo;Testing Moat\u0026rdquo; in the Software Industry\n  \u003ca class=\"heading-link\" href=\"#-perceived-obsolescence-and-the-testing-moat-in-the-software-industry\"\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\u003ePerceived Obsolescence:\u003c/strong\u003e @nishuang, citing Apple as an example, points out that products in the AI era also need to create \u0026ldquo;perceived obsolescence\u0026rdquo; through continuous innovation, making users feel that older versions are outdated.\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eThe Testing Moat:\u003c/strong\u003e @ruanyf argues that when AI can replicate large software like Next.js at a very low cost (e.g., $1,100), the code itself is no longer a moat. \u003cstrong\u003eTest cases\u003c/strong\u003e will become the key defense against replication.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-security-alert-supply-chain-poisoning\"\u003e\n  ⚠️ Security Alert: Supply Chain Poisoning\n  \u003ca class=\"heading-link\" href=\"#-security-alert-supply-chain-poisoning\"\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@zhixianio and @evilcos warn developers to be vigilant about the \u003cstrong\u003eaxios\u003c/strong\u003e library poisoning incident (affecting versions like \u003ccode\u003eaxios@1.14.1\u003c/code\u003e), advising Agent developers to inspect their environments immediately.\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\u003eopenai-cli:\u003c/strong\u003e The official command-line tool from OpenAI, allowing direct terminal calls to the Responses API, image generation, and file retrieval (@dotey).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eUI-TARS:\u003c/strong\u003e An open-source, end-to-end UI Agent model from ByteDance that can directly control a computer to perform tasks like booking flights and configuring VS Code (@Pluvio9yte).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003ehf-cli:\u003c/strong\u003e The official tool from Huggingface, supporting reading research papers directly from the terminal (@vista8).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eMirage:\u003c/strong\u003e An excellent virtual file system that can integrate with S3, Google Drive, Slack, and more for Agent use (@dotey).\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-creativity--productivity\"\u003e\n  🎨 Creativity \u0026amp; Productivity\n  \u003ca class=\"heading-link\" href=\"#-creativity--productivity\"\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\u003eClearly:\u003c/strong\u003e A free and open-source Markdown editor that supports mathematical formulas and Mermaid diagrams, and is Agent-friendly (@vista8).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eCapWords:\u003c/strong\u003e An AI-powered foreign language learning tool with a highly \u0026ldquo;gamified\u0026rdquo; feel, featuring excellent animations and sound design (@nishuang).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eGPT Image 2.0 Prompts:\u003c/strong\u003e @dotey shared advanced prompt templates for generating \u0026ldquo;ink wash style slides\u0026rdquo; and \u0026ldquo;viral tech news cover images.\u0026rdquo;\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch4 id=\"-accounts--services\"\u003e\n  🌍 Accounts \u0026amp; Services\n  \u003ca class=\"heading-link\" href=\"#-accounts--services\"\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\u003eGiffgaff / Germany O2 eSIM:\u003c/strong\u003e Reliable mobile card solutions for registering overseas AI services (@AI_Jasonyu).\u003c/li\u003e\n\u003cli\u003e\u003cstrong\u003eFateTell / Tianfu Agent:\u003c/strong\u003e A fortune-telling/divination application that combines hardcore algorithms with AI reasoning, demonstrating AI\u0026rsquo;s ability to create a closed logical loop in niche domains (@op7418, @Pluvio9yte).\u003c/li\u003e\n\u003c/ul\u003e\n\u003chr\u003e\n\u003cp\u003e\u003cstrong\u003eAnalyst\u0026rsquo;s Take:\u003c/strong\u003e\nThe past 24 hours show that AI is rapidly penetrating from the \u0026ldquo;dialog box\u0026rdquo; level to \u0026ldquo;operating system-level execution.\u0026rdquo; The browser plugin implementation of Codex signifies that Agents now have the capability to handle complex, multi-step business processes that require logins. Meanwhile, the monopolization of computing power by major tech companies and the tightening of API access (e.g., Anthropic restricting token usage by third-party tools) signal that the industry is entering the deep waters of a \u0026ldquo;titan-dominated era.\u0026rdquo; \u003cstrong\u003eDevelopers should focus on leveraging local models (like Qwen 27B) and private infrastructure (like Mac Studio servers) to counter this \u0026ldquo;compute tyranny.\u0026rdquo;\u003c/strong\u003e\u003c/p\u003e\n\u003ch2 id=\"-appendix-todays-watch-list-source-updates\"\u003e\n  📚 Appendix: Today\u0026rsquo;s Watch List Source Updates\n  \u003ca class=\"heading-link\" href=\"#-appendix-todays-watch-list-source-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/h2\u003e\n\u003cblockquote\u003e\n\u003cp\u003eTime window: Last 3 days; 16 sources covered; 2 updates in total\u003c/p\u003e\n\u003c/blockquote\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\u003cstrong\u003e\u003ca href=\"https://allinchamathjason.libsyn.com/spencer-pratt-on-fixing-la-wildfires-homelessness-corruption-the-fight-to-take-it-back\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eSpencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption \u0026amp; the Fight to Take It Back\u003c/a\u003e\u003c/strong\u003e\n\u003cul\u003e\n\u003cli\u003ePublished: 2026-05-11 05:00 Beijing Time\u003c/li\u003e\n\u003cli\u003eAbstract: - Axon.ai — AppLovin\u0026rsquo;s AI-powered advertising platform, reaching over 1 billion daily active users in mobile gaming worldwide.\n\u003cul\u003e\n\u003cli\u003eFull-screen video ads with a median watch time of 35 seconds.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eAdvertisers are spending hundreds of thousands of dollars a day profitably, and the ad platform is still in closed beta.\u003c/li\u003e\n\u003cli\u003eSpencer Pratt on governing Los Angeles: wildfires, homelessness, corruption, and the fight to take back the city.\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003e(0:00) Spencer Pratt vs\u003c/li\u003e\n\u003cli\u003e(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens \u0026amp; Watching His House Burn on His Phone\u003c/li\u003e\n\u003cli\u003e(14:03) Why He\u0026rsquo;s Running for Mayor: FireAid\u0026rsquo;s $100M Scandal \u0026amp; the NGO Corruption Nobody Talks About\u003c/li\u003e\n\u003cli\u003e(28:10) Karen Bass at 20% \u0026amp; the Real State of Los Angeles: Crime, Homelessness \u0026amp; a City in Free Fall\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\u003cstrong\u003e\u003ca href=\"https://www.lennysnewsletter.com/p/how-to-build-a-company-that-withstands\"  class=\"external-link\" target=\"_blank\" rel=\"noopener\"\u003eHow to build a company that withstands any era | Eric Ries, Lean Startup author\u003c/a\u003e\u003c/strong\u003e\n\u003cul\u003e\n\u003cli\u003ePublication Time: 2026-05-10 20:03 Beijing Time\u003c/li\u003e\n\u003cli\u003eSummary: - Eric Ries is the author of \u003cem\u003eThe Lean Startup\u003c/em\u003e, a book that reshaped how a generation of founders think about building companies.\n\u003cul\u003e\n\u003cli\u003eHis new book, \u003cem\u003eIncorruptible\u003c/em\u003e, explains how successful companies are destroyed by failing to protect what makes them valuable, and how to change it.\u003c/li\u003e\n\u003cli\u003eWhy 80% of venture-backed founders are ousted within three years of going public.\u003c/li\u003e\n\u003cli\u003eThe governance structures that protect companies like Anthropic, Costco, and Novo Nordisk.\u003c/li\u003e\n\u003cli\u003eA simple two-page legal document that could save your company.\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003cli\u003eEN Highlights:\n\u003cul\u003e\n\u003cli\u003eEric Ries is the author of The Lean Startup , a book that reshaped how a generation of founders think about building companies\u003c/li\u003e\n\u003cli\u003eHis new book, Incorruptible , explains how successful companies are destroyed by failing to protect what makes them valuable, and how to change it\u003c/li\u003e\n\u003cli\u003eIn our in-depth conversation, we discuss:\u003c/li\u003e\n\u003cli\u003eWhy 80% of venture-backed founders are ousted within three years of going public\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\n",
  "wordCount": 2508,
  "readingTime": 12,
  "tableOfContents": "\u003cnav id=\"TableOfContents\"\u003e\n  \u003cul\u003e\n    \u003cli\u003e\u003ca href=\"#-in-depth-guide-to-this-issues-watch-list\"\u003e📖 In-depth Guide to This Issue\u0026rsquo;s Watch List\u003c/a\u003e\u003c/li\u003e\n    \u003cli\u003e\u003ca href=\"#-ai-hot-topics-on-x\"\u003e🌐 AI Hot Topics on X\u003c/a\u003e\n      \u003cul\u003e\n        \u003cli\u003e\u003ca href=\"#topic-1-musks-old-clip-on-entitlement-waste-stirs-debate\"\u003eTopic 1: Musk\u0026rsquo;s Old Clip on Entitlement Waste Stirs Debate\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-2-spacex-stacks-first-full-starship-version-3-for-flight-test-12\"\u003eTopic 2: SpaceX Stacks First Full Starship Version 3 for Flight Test 12\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-3-anthropic-engineer-pushes-html-over-markdown-for-ai-coding-outputs\"\u003eTopic 3: Anthropic Engineer Pushes HTML Over Markdown for AI Coding Outputs\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-4-trump-rejects-irans-counterproposal-in-strait-of-hormuz-standoff\"\u003eTopic 4: Trump Rejects Iran\u0026rsquo;s Counterproposal in Strait of Hormuz Standoff\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-5-trump-warns-iran-of-one-big-glow-in-ceasefire-ultimatum\"\u003eTopic 5: Trump Warns Iran of \u0026lsquo;One Big Glow\u0026rsquo; in Ceasefire Ultimatum\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#topic-6-bobby-green-submits-jeremy-stephens-in-ufc-328-opener\"\u003eTopic 6: Bobby Green Submits Jeremy Stephens in UFC 328 Opener\u003c/a\u003e\u003c/li\u003e\n      \u003c/ul\u003e\n    \u003c/li\u003e\n    \u003cli\u003e\u003ca href=\"#-influencer-insights\"\u003e💡 Influencer Insights\u003c/a\u003e\n      \u003cul\u003e\n        \u003cli\u003e\u003ca href=\"#1-todays-tech-trends-and-product-hotspots\"\u003e1. Today\u0026rsquo;s Tech Trends and Product Hotspots\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#2-unique-perspectives--industry-outlook\"\u003e2. Unique Perspectives \u0026amp; Industry Outlook\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#3-recommended-tools--resources\"\u003e3. Recommended Tools \u0026amp; Resources\u003c/a\u003e\u003c/li\u003e\n      \u003c/ul\u003e\n    \u003c/li\u003e\n    \u003cli\u003e\u003ca href=\"#-appendix-todays-watch-list-source-updates\"\u003e📚 Appendix: Today\u0026rsquo;s Watch List Source Updates\u003c/a\u003e\n      \u003cul\u003e\n        \u003cli\u003e\u003ca href=\"#all-in-podcast-a_full\"\u003eAll-In Podcast (A_full)\u003c/a\u003e\u003c/li\u003e\n        \u003cli\u003e\u003ca href=\"#lennys-podcast-a_full\"\u003eLenny\u0026rsquo;s Podcast (A_full)\u003c/a\u003e\u003c/li\u003e\n      \u003c/ul\u003e\n    \u003c/li\u003e\n  \u003c/ul\u003e\n\u003c/nav\u003e",
  "isDraft": false
}