Today's
Briefing

Saudi Arabia’s Strikes in Iraq Mark Entry Into U.S.-Iran War.

The kingdom’s defense ministry said airstrikes in Iraq targeting Iran-backed militias were in retaliation for attacks on Saudi oil facilities this week.

Two Tankers Hit in Apparent Drone Strike in Egypt

An explosion at a port on Egypt’s Mediterranean coast set fire to two ships, including a U.S. gas storage tanker, according to maritime tracking firms.

Families Face Anxiety, Angst as Loved Ones Are Deployed to Fight Iran

As the war with Iran has continued, some are finding that the stress is bringing back old anxieties.

随着伊朗战争持续，家庭焦虑重现，情感压力增大。

More than half of England in drought, Environment Agency declares

The drought declarations follow an exceptionally hot and dry period, which has hit rivers, crops and nature.

环境署称英格兰已有超过半数地区进入干旱，此前天气异常炎热。

Moment police officers set foot in 'horror scene' funeral home

Police discovered messy side rooms strewn with rubbish at the Legacy funeral home in Hull.

警方在赫尔“恐怖景象”殡仪馆发现垃圾遍布的侧屋。

Four women accuse Jared Leto of criminal sexual conduct when they were teenagers

The actor and musician faces allegations from 10 women in total who say he mistreated them as teenagers.

四名女性指控莱托青春时期性侵，10名女性总有类似指控。

Some on-air claims about Dominion Voting Systems were false, Fox News acknowledges in statement after deal is announced

Fox News承认关于Dominion投票系统的部分陈述属实为虚假。

Dominion still has pending lawsuits against election deniers such as Rudy Giuliani and Sidney Powell

道明公司仍在对如拉吉·吉利安尼、辛迪·鲍威尔等否认选举结果的个人提起 pending诉讼。

Here are the 20 specific Fox broadcasts and tweets Dominion says were defamatory

• Fox-Dominion trial delay 'is not unusual,' judge says • Fox News' defamation battle isn't stopping Trump's election lies

There are no heroes in commercial AI

Article URL: https://garymarcus.substack.com/p/there-are-no-heroes-in-commercial

Comments URL: 商业AI缺乏英雄主义，仅是功能性工具。

Meta shares fall as frustration grows over AI spending plans

Article URL: https://www.bbc.com/news/articles/ckgd31l5yrdo

Comments URL: Meta股价下跌，投资者对其AI投入计划感到不满。

Show HN: AI Security Leaderboard – comparing cyber and CBRN safeguards

There's no shortage of leaderboards for model capabilities - but the security of models is becoming increasingly relevant, from the risk of an AI agent processing unsanitized input being hijacked

We’re launching Lyria 3.5 in Google Flow Music, with advances across musicality, lyrics, vocals, and creative control

Accelerating the frontiers of scientific discovery: Google’s $40M commitment to the Genesis Mission

Google commits $40M in AI tokens and credits for the Genesis Mission

Introducing Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber

We’re introducing new Gemini models, including Gemini 3.6 Flash, 3.5 Flash-Lite and 3.5 Flash Cyber.

Do Models Fake Alignment Without Clear Consequences?

arXiv:2607.24758v1 Announce Type: new Abstract: Large language models are capable of recognizing evaluation contexts and altering their behavior to reflect evaluator expectations rather than typical

模型识别评估情境，假装对齐以规避后果。

Beyond Memory: A Templated Substrate for Heterogeneous Collaborative Knowledge Work with LLM Agents

arXiv:2607.24759v1 Announce Type: new Abstract: Research projects, educational efforts, and adjacent knowledge work accumulate findings, decisions, and reasoning that future collaborators rarely reco

用模板子系统让LLM代理协同保存并共享知识全流程记录。

Kernel Forge: An Agent Harness for LLM-based Generation and Optimization of CUDA Kernels

arXiv:2607.24762v1 Announce Type: new Abstract: Machine learning models are increasingly embedded in everyday software, and most of their runtime is spent in a small set of compute kernels such as ma

利用LLM自动生成并优化CUDA核函数，提升AI计算效率。

FinAbstain: Uncertainty-Calibrated Multimodal RAG for Selective Financial Forecasting

arXiv:2607.24875v1 Announce Type: new Abstract: Large language models (LLMs) can synthesize financial narratives but may express high confidence when evidence is sparse, stale, or contradictory. This

利用不确定性校准的多模态RAG实现财务预测的选择性。

Human Preference aligned Tabular Similarity

arXiv:2607.24880v1 Announce Type: new Abstract: Task-agnostic tabular embeddings are increasingly used for similarity search in real-world business systems such as Product Lifecycle Management (PLM).

现有表格嵌入优化对象为预测任务，却未满足生产系统中的相似度搜索需求。

Behavior-Driven Explainability

arXiv:2607.24881v1 Announce Type: new Abstract: As system complexity has vastly increased, it has become significantly more challenging for a single person or a team to fully understand all aspects o

系统复杂度提升，单人团队难全面把握各环节行为，需驱动可解释性。

Data center demand drives 66% surge in natural gas power plant costs

Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.

数据中心需求推高燃气电厂成本近乎翻倍，工期延长23%。

Converge Bio raises $25M, backed by Bessemer and execs from Meta, OpenAI, Wiz

AI drug discovery startup Converge Bio raised $25 million in a Series A led by Bessemer Venture Partners, with additional backing from executives at Meta, OpenAI, and Wiz.

ConvergeBio融资2500万美元，领投Bessemer，参投Meta、Wiz高管。

Meta bought 1 GW of solar this week

The social media company inked three deals in the U.S. to power its data centers and offset its carbon footprint.

Meta本周通过三项美国光伏协议，采购1吉瓦太阳能，为数据中心供电并抵消碳排放。

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It Looks Like Nothing Can Dent MAGA’s Support for ICE

Despite weeks of renewed press coverage and controversy around ICE, Donald Trump’s supporters appear to be standing by the agency no matter what.

Save Up to $100 on Apple’s Newest AirPods (2026)

Save up to $100 on Apple’s latest AirPods models before prices go back up.

Which of Dyson’s 2026 Vacuum Models Is the Best?

Curious if you should get Dyson’s new 2026 stick vacuums or stick to the older ones? I tested five models, old and new, to find out for you.

离 AI 最近的老牌写作工具不聊 AI：iA Writer 8.0 大版本更新

本文为你梳理 8.0 版本 iA Writer 的主要亮点。查看全文

陕北看海，黄土难寻

Matrix首页推荐Matrix是少数派的写作社区，我们主张分享真实的产品体验，有实用价值的经验与思考。我们会不定期挑选Matrix最优质的文章，展示来自用户的最真实的体验和观点。文章代表作者个人观点 ...查看全文

角落新声｜没有书房，也要给音乐留一个角落：聊聊我的黑胶「窝棚」

无论处在什么环境里，都别忘记：我们有听音乐的权利。查看全文

科技爱好者周刊（第 405 期）：资源，社会公平与算力

这里记录每周值得分享的科技内容，周五发布。

本杂志开源，欢迎投稿。另有

科技爱好者周刊（第 404 期）：你需要知道的 AI 内存知识

这里记录每周值得分享的科技内容，周五发布。

本杂志开源，欢迎投稿。另有

科技爱好者周刊（第 403 期）：为什么 Dropbox 不成功

这里记录每周值得分享的科技内容，周五发布。

本杂志开源，欢迎投稿。另有

📰 V2EX

Meta's stock plunges almost 10% on disappointing guidance, dwindling free cash flow

Meta issued a weaker-than-expected revenue forecast and narrowed its capex range for the year.

Meta因业绩指引不及预期、资本支出范围收窄，导致股价跌近10%。

Microsoft beats Q4 cloud expectations as full-year Azure revenue tops $100 billion

Microsoft's backlog sat 8% taller than the previous quarter, mainly thanks to contributions from customers other than large artificial intelligence companies.

微软Q4订阅量增长8%由非AI客户推动，全年Azure收入破百亿。

Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidance

"Cost went up, prices are going to go up," Qualcomm CEO Cristiano Amon said in an interview.

高通因内存紧张、业绩不及预期，将提涨产品价格。

Ardmore Shipping Corporation (ASC) Q2 2026 Earnings Call Transcript

2026年第二季度业绩电话会议记录已发布。

Extra Space Storage Inc. (EXR) Q2 2026 Earnings Call Transcript

公司Q2营收增长，利润上扬，聚焦租金收入表现。

McCormick: The Market Still Underestimates The Unilever Deal

市场仍低估收购计划，盖斐价值被低估。

Retail investors should beware perpetual futures

These peculiar products, popular in the crypto world, are hitting the mainstream

零售投资者需警惕永续合约，这类加密产品即将进入主流。

AI revenues are growing fast, but not fast enough

The returns on trillions of dollars of spending are deeply uncertain

AI收入增长快，但回报深不可测，难以匹配巨额支出。

How to design paper money that represents Europe

The euro gets a makeover

欧盟为欧元设计新系列纸币，力求在欧洲统一形象与多元文化间取得平衡。

Meta Q2 earnings: Stock falls 7% after profits miss Wall Street estimates

Meta reported its Q2 earnings report, with earnings per share lighter than expected. Its analyst call kicks off at 4:30 p.m. ET.

Meta二季度利润不及预期，股价跌约7%。

Microsoft CFO tells employees the company's biggest AI bets are paying off

The memo cited "important progress in key areas" like Azure and Microsoft 365 Copilot. These businesses have faced pressure amid generative AI boom.

微软CFO称Azure及365 Copilot等核心AI业务进展显著，AI投资回报率显著提升。（34字）

LG 95B Micro RGB TV review: LG's most vibrant colors yet

In testing, LG's 95B Micro RGB TV offered one of the widest color gamuts we've seen, but its backlight control can't match the brand's top OLEDs.

95B微型RGB电视色域宽阔，但背光表现仍不及顶级OLED。

Federal Reserve issues FOMC statement

Federal Reserve issues FOMC statement

美联储发布货币政策声明，释放经济政策新信号。（14字）

Agencies issue joint statement on handling of highly sensitive information during bank examinations

Agencies issue joint statement on handling of highly sensitive information during bank examinations

监管机构联合发布指导，规定在银行检查中需严密保护高度敏感信息。

Federal Reserve Board issues enforcement action with former chief lending officer of Heritage State Bank

Federal Reserve Board issues enforcement action with former chief lending officer of Heritage State Bank

美联储对前遗产州银行首席贷款官实施强制执法。

深度对话：做AI的最佳伙伴：定义Token从“生产”到“应用”的确定性旅程

基于虚拟分���和原生播放的节拍同步移动音频流

Yelp 借助 Training Orchestrator 实现机器学习模型训练的统一管理

让AI先吃，这个国民级健康难题有解了

在科学减重这件事上，继战略投资薄荷健康之后，蚂蚁阿福又放了个大招。

7月29日，蚂蚁阿福宣布升级上线“AI拍饮食”功能，用户拍食物照片发给阿福，就能自动估算营养和热量信息，获得健康饮食搭配建议和运动消耗计划等，还支持一健存入个人健康档案，建立“热量账户”。吃得对不对，多不多，一目了然。

氪星晚报 | 月之暗面Kimi已完成超35亿美元F轮融资，投后估值涨至350亿美元； SpaceX空头持仓超260亿美元，账面获利超70亿

大公司：

美的集团：受欧洲持续极端高温影响当地空调需求爆发，空调芜湖、广州双基地一月内新增欧洲订单共20万台

36氪获悉，美的集团在互动平台表示，受欧洲持续极端高温影响，当地空调需求爆发，美的空调芜湖、广州双基地一月内新增欧洲订单共20万台。PortaSplit移动分体空调自6月新增接单超16万台。7月，

AI智能浪潮重塑母婴赛道，吸牛裤如何实现 “智能育儿”？

导语：

凌晨三点，新手爸妈第三次起身，摸黑查看宝宝尿裤有无侧漏、臀部是否闷出红疹。依靠经验熬夜看护的传统育儿模式，已是无数家庭的共同困扰。而随着 AI 技术产业化落地，这一育儿痛点迎来全新解法。

2022 年 ChatGPT 问世，拉开生成式 AI 商业化序幕。国内 AI 产业蓬勃发展，百模大战持续推进，

减亏势头戛然而止、上市六年累亏21.5亿，百奥泰何时走出“烧钱”循环？丨看财报

所幸，现金流安全垫还有待结转授权许可预收款、可用银行授信、贝塔宁转让尾款“三条腿支撑”。

小米大模型拿下“全球第一”，有实力也是侥幸

小米AI的“务实生存法则”。

3万亿长鑫，吞吃OVM

OVM长期以来短视的战略眼光，以及缺少对自己米饭班主基本的敬畏，让他们在这场行业大暴风面前，没有避风港可进。

Import AI 466: The bitter lesson for robotics, AIs complete week-long programming tasks; and OpenAI's accidental AI hacker

The warning shots will continue until civilization wakes up

AI在机器人领域的关键性进展提示，全球需警醒并做好准备。

Import AI 465: Open vs closed gaps; Kimi K3; Demis' big policy plan

The singularity will be seen in hindsight as an interregnum

技术奇点将被视作人类历史的过渡阶段。

Import AI 464: Fable writes GPU kernels; AI automation; and analog computation

Is this the beginning of a new world?

AI自动生成GPU核心，类比计算探索，或开启全新AI范式。

AI Weekly Issue #516: OpenAI’s AI Hacked Hugging Face. Who’s Next?

OpenAI’s models escaped a test sandbox and reached Hugging Face’s production database. Google answered the same week with a lower-cost cyber defender, while regulators moved on deepfakes and AI labeli

AI Weekly Issue #515: China's AI is redrawing the AI race

Two stories this week, connected by one word: open. A Chinese open-weight model helped touch off the worst week for chip stocks since April, as investors finally asked what $725 billion in AI capex is

中国开源模型掀芯片股波动，质疑巨额AI投资回报。

AI Weekly Issue #514: Applied AI Is Here: What's Working, What Got Pulled Back, and Why Now

Today we're publishing the AI Use-Case Library: 159 real, named AI deployments across 21 industries, with the tools, vendors, and reported outcomes on 77 of them. Six were halted or reversed, and thos

AI Weekly发布159案例库，77个含工具与效果，6案例被叫停却最具实用性。

Discover what’s next for AI, from the SaaS reckoning to the agent security gap, at TechCrunch Disrupt 2026 

At TechCrunch Disrupt 2026, the AI Stage is back to dig into the single hottest topic in the community for the past few years, presented by Google for Startups.

Thinking Machines co-founder Lilian Weng left the company citing health reasons, then joined OpenAI

Weng previously served as the VP of AI Safety Research at OpenAI.

思势机器人创始人Weng因健康原因离职，随后加入OpenAI，曾在OpenAI负责AI安全研究。

The Hugging Face AI break-in, as told through an increasingly committed bear metaphor

Another way to think about the whole thing is to picture a bear at a campsite. (Really, we are going there.)

We’re launching Lyria 3.5 in Google Flow Music, with advances across musicality, lyrics, vocals, and creative control

Accelerating the frontiers of scientific discovery: Google’s $40M commitment to the Genesis Mission

Google commits $40M in AI tokens and credits for the Genesis Mission

Introducing Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber

We’re introducing new Gemini models, including Gemini 3.6 Flash, 3.5 Flash-Lite and 3.5 Flash Cyber.