外媒与科技媒体长文、研究号文章
Protest planned at Wayve HQ as Uber drivers fear for their future and city’s politicians demand TfL should have power over licencesFor passengers in Britain who want to try the latest ride, robotaxis are eagerly awaited: more than 100,000 are on Uber’s waitlist in London after the first UK services
AI companies are racing to acquire workplace data, creating new opportunities for alternative data providers.
It is not coming. Everyone selling you that story is selling you something. What is actually arriving is the most magical age in human history.
At the last major summit, Scott Bessent worked hard to tag China as the cause of dangerous fault lines in the world economy. With the US Treasury chief absent from Bangkok this week, it was America and its allies in the spotlight.
Analyst sentiment toward Adobe Inc. has never been lower, amid growing conviction that the maker of software for creative professionals will struggle to compete in the artificial intelligence era.
Pimco全球固定收益首席投资官Andrew Balls认为，美债收益率曲线长端具有良好价值，并称美联储再加息一至两次“似乎合理”。他指出，人工智能相关的不确定性是其看好长端价值的背景之一，美联储的目标是让通胀回到2%。
SEC decision to rescind key rule on voting could not have come at a worse time
Predictions of an AI-driven job apocalypse have captured the public imagination and increasingly made their way into the boardroom. It is not hard to see why. We’re seeing rapid advances in generative artificial intelligence, and in some cases the models are startlingly capable. Prominent voices hav
Android laptops are here, but Google has a lot of work ahead to make them good.
微软总裁布拉德·史密斯警告，美国移民政策收紧可能促使下一代 AI 人才离开美国。他称，微软签证和绿卡申请多数涉及现有员工，并表示公司上一财年聘用了9,200名美国员工；他还否认微软以低薪雇用外籍员工。
Fortune’s Jeremy Kahn and Beatrice Nolan sat down with Jensen Huang in London this week, where Huang sounded off on headline-grabbing cybersecurity incidents and AI doomers.
Also: All the news and watercooler chat from Fortune.
The London-based bank recommends holding on to Big Tech stocks ahead of their earnings, but has a preference for companies with strong business models.
Tau Robotics’ humanoids vacuumed my floors and wiped my counters — with some help from humans behind the scenes
The world’s financial elite wrapped up a week of meetings in Bangkok on Friday filled with warnings of an unbalanced AI boom, a prolonged energy shock and record debt piles.
Risk aversion is set to dominate markets in coming weeks as investors seek shelter from higher interest rates and volatility around US midterm elections and the AI trade, according to Bank of America Corp.’s Michael Hartnett.
The computing provider has been caught in a wipeout that exposes the divide between AI fear and greed.
Author’s decision to halt sales puts spotlight on proscription of Palestine Action and perceived shortcomings of Terrorism Act
US president’s trade war has become an albatross for his party in crucial midterm election races
Quite big, but still quite far away
马斯克用一台不依赖盈利、不依赖监管、纯靠物理奇观的车，抢回 "技术先锋" 的定义权。他亲口说的 "最后几辆人类驾驶汽车中的佼佼者"，是对自动驾驶兑现周期最诚实的一句供认。
番茄小说10月12日调整签约模式，Lv.0、Lv.1作者的新作品须完本并达到15万或30万字后，才能申请签约。新规还规定每本书最多有3次申请机会，签约后内容锁定；作家等级3.0体系分级调整设有31天缓冲期，预计11月中旬完成。文章还梳理了番茄小说的免费阅读业务及网文IP改编、短剧授权市场数据，并讨论完本签约规则与版权开发之间的联系。
A handful of multibillionaires have some terrifying plans.
Aparna Nair, the chief talent, leadership, and culture officer at IBM, said that "the world of generalists is long gone."
Axios指出，AI基础设施支出与预期回报之间的差距正在扩大：Gartner预测，AI服务商到2030年将在基础设施上支出7万亿美元，相关收入不超过3.6万亿美元；若维持当前投资节奏，到2032年底可能有超过4万亿美元的支出面临减记风险。
Nearly two-thirds of family offices now hold assets like art, watches and fine jewelry, a new BNY survey finds. The evidence on whether they pay off is mixed. Their value as a signal of wealth is not.
CNBC’s Jim Cramer said Thursday’s AI sell-off underscores the importance of owning stocks outside the market’s hottest trade.
香港证监会披露，茶百道首次公开发售环节或存在人为操纵行为，并指令联交所暂停02555.HK交易；香港证监会已对相关人士及企业发出限制通知，涉及43.79亿港元资产。茶百道称已就该指令寻求法律意见，恒生指数公司公告将其股份从恒生指数系列剔除。文章还梳理茶百道2024年至2026年上半年的业绩与门店数据，并指出“围飞”是否发生仍待监管调查结论。
商用机器人公司已实现规模出货和商业化，但估值普遍低于仍处早期的具身智能企业，机器人赛道的估值差异持续扩大。文章列举优地机器人（03231.HK）、极智嘉、普渡等公司的经营与估值情况，并指出资本偏好正从技术领先转向关注商业落地，认为商用机器人企业也应获得更多认可。
OpenAI、Anthropic、Google等海外大模型厂商通过免费额度、降价和分层计费争夺用户，国产模型低Token单价的性价比优势面临考验。SemiAnalysis测算显示，Claude Max 20x套餐折算的API用量约为月费的58.6至62.6倍，MiniMax、智谱和Kimi订阅套餐约为6.7至23.4倍。文章认为，实际任务成本、模型效果与使用场景将共同决定性价比。
Meritz Securities 预计，游戏开发商 Shift Up 今年营收同比下降 30%、营业利润同比下降 44%，明年营收和营业利润还将较今年预测值分别下降约 8% 和 16%。公司去年《胜利女神：妮姬》和《剑星》合计贡献约 96% 营收，新作尚未接棒；续作《Stellar Blade: BLOOD RAIN》将由 Shift Up 自行发行。
Former U.S. NATO ambassador Ivo Daalder argues that the scramble to shore up Europe's conventional defense risks overlooking the continent's greatest security weakness: nuclear deterrence. Europe knows it can't fully trust Washington's guarantee anymore. But he lays out a middle path between depende
Andrea Kendall-Taylor and Richard Fontaine, former members of the National Security Council, argue that the members of what they call the “axis of upheaval”—Russia, China, Iran, and North Korea—are deepening their cooperation. Meanwhile, Washington is creating friction with many of its own partnersh
Tech platforms pillage public-interest journalism for profit. But we have leverage as they sow the seeds of their own downfallCarine Fouteau is president and publishing director of the French investigative news outlet MediapartBig tech companies pose an immeasurable threat: socially, politically, mi
Neostellar Capital负责人Evan Schlossman称，CoreWeave的非取消型RPO可支持其债务偿还；公司Q2披露债务总额为356亿美元、经营租赁负债为163亿美元，RPO为1037亿美元，其中41%计划于2028年前支付。
钛媒体文章分析快手分拆可灵涉及的融资、持股与治理安排：据报道，可灵新一轮融资约30亿美元，投后估值接近180亿美元，快手持股在融资及激励额度全部使用后约为68.33%。
谁还能留在牌桌上？
Tesla's long-delayed Roadster finally made an entrance — by flying off a ramp.
A real tension exists in the European tech ecosystem. Half of investors say it's become more attractive, but one in three founders are considering leaving.
伊利诺伊大学教授Rakesh Kumar认为，美国对华先进芯片及设备出口管制未能阻止中国芯片产业发展，并称管制推动中国建设本土供应生态。文章列举华为称自2023年以来已出货超过1亿台搭载麒麟处理器的设备，以及IDC数据显示英伟达在中国数据中心芯片份额于2026年上半年降至34%、AI加速器出货量同比下降44%。