AI daily, 2-Nov-26 - Kuaishou's Keling AI has completed a financing round of about RMB 19.8 billion, with investors paid in full. - Anthropic's IPO filing values its internal Claude use above monthly employee pay, with most September code written by Claude. - Apple says Apple Intelligence, calling on Alibaba's Qwen, reaches iPhones in mainland China in beta on November 4. - Google's Project Suncatcher satellite has generated and returned a complete AI response in orbit, a first for a data-center-class TPU. - OpenAI's price discounts are pulling coding customers such as Rippling and Replit away from Anthropic ahead of its IPO. TOP STORIES * Kuaishou's Keling AI completes RMB 19.8 billion financing round Kuaishou announced on the Hong Kong Stock Exchange on October 30 that all conditions of the capital increase agreement for its video generation business Beijing Keling were met and all investors paid in full, with total contributions of about RMB 19.80184 billion, about US$2.90533 billion. After settlement, Lucky Labs holds 66.68 percent of equity and 52.45 percent of voting rights, while Keling CEO Gai Kun holds 3.02 percent of equity and 23.72 percent of voting rights under a special share arrangement. 智东西 (WeChat) * Anthropic's Internal Claude Use, Valued at Retail Prices, Tops Monthly Employee Pay Anthropic says in its IPO filing that the value of Claude it uses internally, calculated at the prices it charges customers, exceeded its monthly employee compensation costs excluding stock in April. Internal AI usage grew more than 250-fold from January to September, and the company values this consumption at retail prices rather than cash spending. Anthropic also says more than 90 percent of the code added in September was written by Claude. Business Insider (AI) * Apple says Apple Intelligence with Alibaba's Qwen comes to iPhones in mainland China, beta November 4, release in December According to 新智元, Apple announced that Apple Intelligence is coming to iPhones sold in mainland China, with Siri, Writing Tools and Visual Intelligence able to call Alibaba's Qwen. First features open for testing November 4 in the iOS developer beta and launch with iOS 27.3 in December. Supported models include iPhone 16 and later, iPhone Duo, iPhone 15 Pro, iPhone 15 Pro Max and iPhone Air; iPad and Mac are not supported yet. The update excludes Siri AI and other next-generation features announced at WWDC 2026. 新智元 (WeChat) * Mistral Releases Large 4 With Cyber Guardrails and an Unrestricted Version for Vetted Defense Partners Mistral has released Large 4 with post-training cyber guardrails that refuse the most dangerous cyber requests, while giving vetted partners an unaltered version for defense. Mistral's Sagar Vaze says the cyber capabilities are added in post-training. On The Cognitive Revolution, Nathan Labenz and Prakash Narayanan debate whether dangerous capabilities can be kept out of a model at all. The Cognitive Revolution * Google TPU generates AI response in orbit for first time, Pichai says Google engineers sent a prompt to a Project Suncatcher prototype satellite; its onboard TPU ran the pre-deployed Gemma 4 model, returning a poem as the satellite passed near Svalbard, Norway. CEO Sundar Pichai called it Suncatcher's "Hello World" moment and said it's the first time a data-center-class TPU has generated and sent back a complete AI response in orbit. The satellite launched October 1 on SpaceX's Transporter-18; TechCrunch reports it carries four TPUs and about 1 kW of power, running one TPU at a time for roughly 20 minutes. 机器之心 (WeChat) AGENTS * DeepSeek posts article on super-agent design and releases prototype plugin DeepSeek published "Exploring Super-agent Design: Towards a More Autonomous Agent System" on X via its DeepSeek Harness account, and released parts of the design as dsh-superagent-prototype on GitHub under deepseek-ai. r/LocalLLaMA; also 量子位 (WeChat), Pandaily, South China Morning Post (Technology) CHINA * Qijing Technology raises over 1.3 billion yuan in Series B, totaling 2.4 billion yuan this year Qijing Technology announced a Series B of over 1.3 billion yuan on October 31, bringing this year's fundraising to 2.4 billion yuan. 新智元 (WeChat) COMPANIES * Sebastian Thrun raises $130 million for AI engineering startup Dulo Sebastian Thrun has raised $130 million for Dulo, an AI engineering startup, per The Information. The Information (newsletters) * Intel shares fall about 30% on weak PC outlook; AWS CEO Matt Garman says AWS sees 40%-plus growth for next two years Intel shares fell almost 30 percent after weak PC/client-segment guidance, on track for the biggest drop since 1982 data begins. Bloomberg Tech · at 22:49 * Anthropic acquires Mithril Medicine, whose sole founder used Claude to coordinate 11 outside labs Anthropic acquired Mithril Medicine, whose sole founder and employee Cody Tranbarger revealed he is "Professor Oak," the anonymous X biotech commentator. Every (newsletter) COMPUTE * Google Energy Chief Says Space Data Centers Could Cost Up to 100 Times More Than Earth-Based Ones Google's data center energy head Amanda Peterson Corio said at The Information's WTF summit that data centers in space could cost up to 100 times Earth's, and Earth options should be explored first. The Information EVALUATION * Google and university researchers release CLASHarness to test 15 large models on multi-agent conflict, with no model passing 30 percent of tasks end to end A team from Google, Emory, USC, UF, UChicago, UCSB and Columbia released CLASHarness, a benchmark of 600 multi-turn conflict tasks across 20 domains, with 7,970 4K visual evidence images and 3,284 mandatory checkpoints. 机器之心 (WeChat) MODELS * SenseTime Open-Sources SenseNova-Loop-9B-Preview, a Looped 9B Model It Says Matches 27B Models SenseTime open-sourced SenseNova-Loop-9B-Preview on October 30, a multimodal Transformer running a 24-layer middle block twice with shared weights across 56 decoder-layer executions per forward pass. Pandaily POLICY * Trump Administration Withholds AI Testing Framework Documents Despite FOIA Settlement The Trump administration declined to release key documents on its voluntary AI testing framework, despite a September agreement with nonprofit Protect Democracy Project after a FOIA lawsuit. The Information * Brazilian Labor Court Fines Two Law Firms Over Hidden Prompt Injection in Filing A Brazilian labor court censured and fined two lawyers who hid a prompt-injection command in a court filing—white font on white background—aimed at the AI review tool Galileu. Hacker News PRODUCTS * Anthropic renames Claude Max 20x to Ultra and lifts 5-hour limit for verified $200 subscribers Anthropic renamed Claude subscription tiers: Max 5x becomes Max at $100/month, Max 20x becomes Ultra at $200/month; prices and benefits unchanged. 机器之心 (WeChat); also Tibor Blaho * OpenAI caps paid ChatGPT accounts per device and payment card OpenAI added card and device limits to ChatGPT. The Decoder * Tencent Cloud Says AI Agents Create Over 20,000 TDSQL-C Databases a Day, Up More Than 80x Tencent Cloud said October 30 at its 2026 Global Digital Ecosystem Summit that AI agents now create over 20,000 TDSQL-C database instances daily, over 80 times a year earlier, with over one million agent-created instances… Pandaily OPINIONS AND ANALYSIS * OpenAI discounts pull Rippling and Replit coding work from Anthropic as IPO nears OpenAI's discounts are drawing customers from Anthropic as its IPO approaches, The Information reports. The Information (newsletters) * Anthropic Reports 530 High-Severity Open-Source Flaws, Only 75 Patched by May 2026 A New Stack analysis, citing Michael Cembalest's July 2026 "Patchmageddon" note, says AI models like Anthropic's Mythos and OpenAI's GPT-5.5 now find unknown vulnerabilities at a scale no human team can match. The New Stack · author has a stake: advocates paid, vendor-backed professional open source --- The Observatory · https://observatory.mgorsky.net/archive/298/