Scroller Briefings - Chinese Study Reveals: Diffusion Models Boast Triple Data Learning Potential Compared to Autoregressive Models 🚀
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华人研究揭示：扩散模型数据学习潜力三倍于自回归模型
简报：
- 一项由华人团队完成的研究表明，在Token数量受限的情况下，扩散语言模型的的数据学习潜力是传统自回归模型的三倍。
- 研究中，一个10亿参数的扩散模型使用10亿Token训练480个周期后，在HellaSwag和MMLU基准测试上分别达到56%和33%的准确率，且性能未现饱和。
- 该模型强大的数据学习能力归因于其双向建模机制和更高的计算密度，使其能更全面地从数据中提取信息。
- 研究还发现，即使模型在训练中出现过拟合，其在下游任务中的性能也并未立即下降，有时甚至会继续提升。
- 这一发现为AI模型在数据有限情况下的训练提供了新思路。
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Chinese Study Reveals: Diffusion Models Boast Triple Data Learning Potential Compared to Autoregressive Models 🚀
Brief:
- A study conducted by a Chinese team indicates that diffusion language models exhibit three times the data learning potential of traditional autoregressive models when token count is limited.
- In the study, a 1-billion parameter diffusion model, trained with 1 billion tokens over 480 epochs, achieved 56% accuracy on HellaSwag and 33% on MMLU benchmarks, with performance showing no signs of saturation. ✨
- The model's strong data learning capability is attributed to its bidirectional modeling mechanism and higher computational density, allowing it to extract information more comprehensively from data.
- The research also revealed that even when the model exhibited overfitting during training, its performance on downstream tasks did not immediately decline; in some cases, it even continued to improve. 📈
- This finding offers new perspectives for training AI models, especially in data-limited scenarios.
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腾讯发布Q2财报：AI投入驱动业绩，混元3D模型成新亮点
简报：
- 腾讯2025年第二季度财报显示，公司营收达1845亿元，同比增长15%；非国际财务报告准则（Non-IFRS）经营利润为692.5亿元，同比增长18%。
- 公司研发投入增至202.5亿元，同比增长17%；资本开支在AI技术推动下高达191.1亿元，同比激增119%。
- AI领域成果显著，发布了混元3D v2.5及首个美术级3D生成大模型，并开源了v2.1等版本，系列模型社区累计下载量已超过230万次。
- AI应用加速落地于微信、QQ等场景，旗下元宝应用的搜索、文档理解和图像处理能力获得提升。
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Tencent Releases Q2 Financial Report: AI Investment Drives Performance, Hunyuan 3D Model Becomes New Highlight 💡
Briefing:
- Tencent's Q2 2025 financial report shows the company's revenue reached RMB 184.5 billion, a 15% year-on-year increase; Non-IFRS operating profit was RMB 69.25 billion, up 18% year-on-year.
- The company's R&D investment increased to RMB 20.25 billion, a 17% year-on-year rise; capital expenditure, driven by AI technology, surged to RMB 19.11 billion, a remarkable 119% year-on-year increase. 🚀
- Significant achievements were made in the AI field, with the release of Hunyuan 3D v2.5 and the first art-level 3D generative large model. Versions like v2.1 were also open-sourced, with cumulative community downloads for the model series exceeding 2.3 million times.
- AI applications are accelerating their integration into scenarios like WeChat and QQ, and the search, document understanding, and image processing capabilities of the company's Yuanbao app have been enhanced. ✨
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4亿参数开源模型Jan-v1发布，可本地运行挑战Perplexity Pro
简报：
- 开源AI领域发布了一款名为Jan-v1的深度研究模型，该模型基于阿里云Qwen3-4B-Thinking微调，旨在对标商业产品Perplexity Pro。
- Jan-v1在SimpleQA基准测试中取得91%的准确率，性能略微超越Perplexity Pro，并支持256K tokens的上下文长度。
- 该模型最大的优势是可完全在本地环境运行，仅需约4GB VRAM，保障了用户数据隐私并降低了硬件门槛。
- Jan-v1基于Qwen3-4B-Thinking模型的双模推理机制，在逻辑推理和工具使用方面进行了专项优化。
- 该模型采用Apache 2.0开源许可证发布，允许开发者自由进行二次开发和商业使用。
相关链接：
400 Million Parameter Open-Source Model Jan-v1 Released, Can Run Locally and Challenges Perplexity Pro
Briefing:
- The open-source AI community has released a deep research model named Jan-v1, fine-tuned based on Alibaba Cloud's Qwen3-4B-Thinking, aiming to benchmark against the commercial product Perplexity Pro. 🚀
- Jan-v1 achieved a 91% accuracy rate in the SimpleQA benchmark test, slightly outperforming Perplexity Pro, and supports a context length of 256K tokens.
- The model's biggest advantage is that it can run entirely in a local environment, requiring only about 4GB of VRAM, ensuring user data privacy and lowering hardware barriers. 🔒
- Jan-v1 is based on the dual-mode inference mechanism of the Qwen3-4B-Thinking model, with specialized optimizations in logical reasoning and tool utilization.
- The model is released under the Apache 2.0 open-source license, allowing developers to freely conduct secondary development and commercial use. 🛠️
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OpenAI更新ChatGPT，新增GPT-5模式选项并恢复4o默认模型
简报：
- OpenAI对ChatGPT进行更新，为GPT-5模型引入了“自动”、“快速”和“思考”三种可切换模式，其中“思考”模式支持196K tokens上下文，但有每周3000条消息的速率限制。
- 针对用户反馈，更新后恢复了GPT-4o作为所有付费用户的默认模型。
- 付费用户可通过模型选择器访问包括o3、4.1和GPT-5 Thinking mini在内的多种模型，而GPT-4.5仅对Pro用户开放。
- 本次更新还优化了GPT-5的交互个性，使其风格更“温暖”和用户友好，并移除了此前备受争议的渐变界面设计。
相关链接
OpenAI Updates ChatGPT, Adds GPT-5 Model Options and Restores 4o as Default Model 🤖
Briefing:
- OpenAI has updated ChatGPT, introducing three switchable modes for the GPT-5 model: "Auto," "Fast," and "Thinking." The "Thinking" mode supports a 196K tokens context but comes with a rate limit of 3,000 messages per week. 🚀
- In response to user feedback, GPT-4o has been restored as the default model for all paid users following the update.
- Paid users can now access multiple models via the model selector, including o3, 4.1, and GPT-5 Thinking mini, while GPT-4.5 remains exclusive to Pro users.
- This update also optimizes GPT-5's interaction persona, making its style "warmer" and more user-friendly. Furthermore, the previously controversial gradient interface design has been removed. ✨
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首台国产商用电子束光刻机“羲之”亮相，助力量子芯片研发
简报：
- 近日，全国首台国产商业电子束光刻机“羲之”在杭州亮相，并已进入应用测试阶段。
- 该设备由浙江大学成果转化基地孵化，其精度可与国际主流设备相媲美。
- 它的成功研制，标志着中国在量子芯片研发领域拥有了自主的“刻刀”。
相关链接：
First Domestically Produced Commercial Electron Beam Lithography Machine 'Xizhi' Unveiled, Boosting Quantum Chip R&D ✨
Brief:
- Recently, the nation's first domestically produced commercial electron beam lithography machine, 'Xizhi', debuted in Hangzhou and has already entered the application testing phase. 🎉
- The equipment was incubated by a Zhejiang University achievement transformation base, and its precision is comparable to mainstream international devices. 💪
- Its successful development marks China's acquisition of an independent 'engraving tool' in the field of quantum chip research and development.
Related Link:
- Nation's First Domestically Produced Commercial Electron Beam Lithography Machine 'Born' in Hangzhou
Meta主导智能眼镜市场，上半年全球出货量激增110%
简报：
- 根据Counterpoint报告，2025年上半年全球智能眼镜出货量同比增长110%。
- AI智能眼镜是主要增长动力，其出货量占上半年总量的78%，该细分市场同比增长超过250%。
- Meta凭借其Ray-Ban Meta AI眼镜的强劲需求，占据了整体市场70%以上的份额。
- 小米、RayNeo等新厂商的加入也推动了市场的整体增长。
相关链接：
Meta Dominates Smart Glasses Market, Global Shipments Surge 110% in H1
Briefing:
- According to a Counterpoint report, global smart glasses shipments surged by 110% year-over-year in the first half of 2025.
- AI smart glasses were the primary growth driver, accounting for 78% of total shipments in H1, with this sub-segment growing over 250% year-over-year. 🚀
- Meta captured over 70% of the overall market share, driven by strong demand for its Ray-Ban Meta AI Glasses. 👓
- The entry of new players like Xiaomi and RayNeo also contributed to the overall market growth. ✨
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Waabi任命前Uber高管为COO，加速无人驾驶卡车商业化
简报：
- 自动驾驶卡车公司Waabi宣布，已聘请前Uber Freight首席执行官利奥尔·罗恩（Lior Ron）担任首席运营官，以领导其市场推广战略和商业化扩展。
- Waabi正按计划于今年年底在美国德克萨斯州推出无人驾驶商业服务，并与沃尔沃合作开发定制化自动驾驶车辆。
- 罗恩将继续担任Uber Freight董事长，其职位由前特斯拉高管丽贝卡·蒂努奇（Rebecca Tinucci）接任。
- Waabi创始人兼CEO拉奎尔·乌尔塔松表示，公司采用“AI优先”和虚拟仿真测试的方法，使其能够高效地推进商业化进程。
相关链接：
Waabi Appoints Former Uber Executive as COO, Accelerating Autonomous Truck Commercialization
Briefing:
- Autonomous trucking company Waabi announced it has hired former Uber Freight CEO Lior Ron as Chief Operating Officer (COO) to lead its go-to-market strategy and commercial expansion. 🚚
- Waabi is on track to launch its autonomous commercial service in Texas, USA, by the end of this year, and is collaborating with Volvo to develop customized autonomous vehicles. 🛣️
- Ron will continue to serve as Chairman of Uber Freight, with former Tesla executive Rebecca Tinucci taking over his previous role.
- Raquel Urtasun, Founder and CEO of Waabi, stated that the company's "AI-first" and virtual simulation testing approach enables it to efficiently advance its commercialization process. 🤖
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