Daily AI-industry briefing, built for humans and agentshttps://www.aidailyinsights.cn/https://www.aidailyinsights.cn/en/2026-08-15/https://www.aidailyinsights.cn/en/2026-08-15/The earlier-than-expected breakeven point does more to hold up the $2 trillion valuation table than doubled revenue.Fri, 14 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-14/https://www.aidailyinsights.cn/en/2026-08-14/The $2 trillion figure is a psychological price point investors extrapolate from the revenue slope, and October's pricing window will test whether that slope can hold up in the public markets.Thu, 13 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-13/https://www.aidailyinsights.cn/en/2026-08-13/A company with no product is worth $10 billion — the price is set on the researcher himself, not the company.Wed, 12 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-12/https://www.aidailyinsights.cn/en/2026-08-12/Nvidia isn't putting up the money—it's putting up its credibility. Who bears the downside of that $500 billion is what this memorandum truly prices.Tue, 11 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-11/https://www.aidailyinsights.cn/en/2026-08-11/The price war in mid-tier models has shifted from "who is cheaper" to "who is more stable"—stability itself has become a product advantage.Mon, 10 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-10/https://www.aidailyinsights.cn/en/2026-08-10/Rerunning post-training once can outpace the premium version, suggesting the bar for agent capability is shifting from "stacking parameters" to "refining the recipe" — precisely the stretch where the open-source camp is closing ground fastest.Sun, 09 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-08/https://www.aidailyinsights.cn/en/2026-08-08/For the first time, a lab has held back a release because its own model was too good at attacking.Fri, 07 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-07/https://www.aidailyinsights.cn/en/2026-08-07/The free tier drops its usage cap—OpenAI effectively converts lower inference costs into distribution, stripping away the strongest card competitors held.Thu, 06 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-06/https://www.aidailyinsights.cn/en/2026-08-06/Google is handing the research banner back to its product lines, but that banner is leaving with a cohort of talent in tow.Wed, 05 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-05/https://www.aidailyinsights.cn/en/2026-08-05/For the first time, the chip competition has moved from the specs sheet to the interest-rate sheet.Tue, 04 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-04/https://www.aidailyinsights.cn/en/2026-08-04/Per-million-token pricing is losing its relevance; what counts is the total bill for completing a task.Mon, 03 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-03/https://www.aidailyinsights.cn/en/2026-08-03/Xiaomi MiMo-V2.5 topped the week with 10.5 trillion tokens, up 12% month-over-month, and was the only model globally to exceed 10 trillion in that week; it also claimed the top spot on both the weekly and monthly charts.Sun, 02 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-02/https://www.aidailyinsights.cn/en/2026-08-02/Nvidia is not buying SSI's future revenue—it's buying the ticket to be present when superintelligence truly arrives.Sat, 01 Aug 2026 16:00:00 GMThttps://www.aidailyinsights.cn/en/2026-08-01/https://www.aidailyinsights.cn/en/2026-08-01/Run the same model twice and the second pass adds 10 points—post-training is becoming a more valuable asset than parameter count.Fri, 31 Jul 2026 16:00:00 GMT