morning paper

2026-11-09 08:34

🧠Turnus has revealed his request to speed up AI research and development and promote Siri to proactively handle tasks

📱Apple says more than 100,000 apps have been adapted to iPhone Duo

💾$11.4 million worth of Nvidia goods stolen

💵Anthropic plans to launch IPO roadshow this week

🚀Musk: SpaceX’s annualized revenue may exceed US$500 billion next December

♾️Meta’s chief strategy officer will leave to become Fireworks’ chief financial officer

💰BYD Li Ke responds to Maserati acquisition rumors

👓A man in Chengdu wore AI glasses and cheated on his driver’s license test. He made all the multiple-choice questions wrong in a live demonstration

🌐China Mobile launches 6G smart application co-creation action, and Shanghai will hold a 6G development conference

🤖A total of 10,000 units of Shangwei New Material’s two consumer-grade robots have rolled off the production line

🏢NASA is advancing the nuclear-powered lunar rover project, targeting launch by the end of 2028

🚕WeRide Zhixing Han Xu talks about the scale of Robotaxi and hopes to be able to reach Hong Kong directly from Guangzhou in the future

🚀SpaceX announced the 15th test flight window of Starship, planning to use the launch tower to catch the two-stage rocket

💼Amazon forms a new team to develop home robots, and the recruitment involves home interaction and after-sales

⚖️Elvis Presley’s rights holder and Eminem’s music publisher sued Suno separately

💡Tencent Yao Shunyu talks about the barriers to large models: Who understands users better and who is more worthy of trust

✨Look up to the debut of Dingyao, the first executive flagship sedan in Abu Dhabi

🧠Tencent Yuanbao Search opens an independent web portal, supporting AI Q&A and general search

💾Microsoft updates Windows 11 to optimize the performance of computers with 8G memory

🎮Tencent’s game companion app “Goose Dimension” is now open for first beta testing

💻DaVinci Resolve updated to support touch screen MacBook Pro

🛍️Swire Coca-Cola announced China’s ten-year strategy at the CIIE

🤝48,000, Porsche and La Marzocco launch 911 joint coffee machine

🏷️Wendy’s launches pixel RPG, defeat the boss and have a chance to unlock meal discounts

👀Take-Two CEO talks about the risk of piracy in "GTA 6": Legal and technical means will be used when necessary

🎬Pokémon animation production company OLM demonstrates AI coloring tools

Exposed Tenus calls for accelerating AI research and development to promote Siri to proactively handle tasks

According to Bloomberg, new Apple CEO John Ternus is pushing software chief Craig Federighi to take a more radical approach to AI, hoping to further transform Siri into an AI agent that can complete tasks autonomously.

Bloomberg reporter Mark Gurman said that Ternus had held closed-door meetings with Federighi in recent weeks and was dissatisfied with the speed of Apple's AI advancement and asked to speed up the roadmap and not stop at necessary improvements to Siri.

Ternus said on its first earnings call last week that Siri is still primarily a request-based model, but that it is based on a modern orchestrator-driven architecture that leaves room for future expansion capabilities.

As for the ability of intelligent agents, he said it is a promising tool, but it is necessary to ensure that users know what permissions they have granted and to protect security and privacy.

Gurman believes that there is still a clear gap between Siri and ChatGPT Dots, Meta Muse and Grok, which can take over ongoing tasks, remember across conversations and actively push information; Apple has not yet launched a similar "computer use" function. He predicts that Apple could make Siri closer to an intelligent person as early as next year.

Apple says over 100,000 apps are compatible with iPhone Duo

Apple announced on November 6 that more than 100,000 apps have been optimized for the foldable iPhone Duo, which has been on the market for about two weeks. According to MacRumors' confirmation from Apple, this number refers to apps built on iOS 27.1 SDK or later, which can cover the full width of the internal and external screens and move controls to the status bar.

Apple previously mentioned in a press release that Weibo, iQiyi, WPS Office, Amap, Xiaohongshu, Taobao and Xmind have been optimized for iPhone Duo.

However, there are still a large number of applications that have not yet been adapted. The unadapted apps listed by MacRumors include the Google Office suite, Microsoft Teams, Steam, PayPal and YouTube Music, as well as Apple's own Apple Store app.

The degree of adaptation is divided into three levels:

Apple says that apps that use standard SwiftUI and UIKit components can automatically adapt, and thousands of optimized apps are still being put on the shelves every day.

$11.4 million in Nvidia goods stolen

According to the Los Angeles Times, police in Oakland, California, are investigating a major theft involving Nvidia goods. The stolen items are AI chips and computer hardware worth up to $11.4 million (approximately 76.1 million yuan).

According to reports, six pallets of Nvidia shipments were originally scheduled to be shipped from Oakland to Fort Worth, Texas, but after being picked up by a truck on August 29, the truck subsequently disappeared.

Police attempted to track the vehicle, which was eventually lost in San Bernardino County. Oakland police confirmed the theft was reported on Sept. 13 and remains under investigation, but declined to release further details.

According to CCTV Financial News, the truck made several stops along the way, with a single stop lasting several hours. Experts said that the selling price of related chips outside the United States is nearly twice that in the United States, and it is not ruled out that the stolen goods have been transferred out of the country.

CCTV Finance stated that this is not the first time Nvidia has experienced cargo theft.

Anthropic plans to launch IPO roadshow this week

According to a report by "The Information" on November 6, local time, Anthropic plans to launch an IPO road show during the week of November 9. Earlier, Reuters quoted people familiar with the matter as saying that potential investors had raised questions about the original road show and listing timetable.

The Information previously reported that Anthropic aims to list before the U.S. Thanksgiving.

The company has updated its prospectus document on November 2, local time. What is disclosed this time is the preparation progress, and the road show will be used to introduce the issuance arrangements to potential investors.

Axios reports that investors are reassessing Anthropic's listing valuation after recent declines in technology stocks. Investor discussions cited by The Wall Street Journal and Bloomberg gave different expectations and are still in the discussion stage before the issuance is priced.

Musk: SpaceX’s annualized revenue may exceed $500 billion next December

Musk said at the Barron’s Investment Conference on November 6 that based on SpaceX’s current plans, he personally estimates that the company’s annualized revenue by December 2027 may exceed $500 billion. This is an annualized scale based on the revenue rate at that time, and Musk calls it his estimate.

When it comes to where growth will come from, Musk puts ground data centers and orbital computing power in the same plan. He believes that ground expansion is first restricted by power supply and chip supply, and data center construction cannot be started as long as chips are obtained.

SpaceX hopes to use reusable starships to reduce launch costs and create conditions for sending computing equipment into orbit.

He also talked about Tesla's business in China. Taking Model Y as an example, he said that it is not easy for this car produced in the Shanghai factory to achieve sales results in the Chinese market because Chinese car companies are very competitive. He also said that he likes to go to China and feels that traveling in China is inspiring.

In the interview, Barron compared revenue estimates to SpaceX's historical size. The annualized revenue reported by the two refers to the revenue rate at a specific point in time and cannot be directly compared with the company's revenue for the past full year.

Talking about a closer time point, Musk also expects fourth-quarter revenue growth to exceed 50%.

Meta's chief strategy officer will leave to become Fireworks' chief financial officer

Meta chief strategy officer Dave Weiner is leaving the company to become chief financial officer of Fireworks, an AI inference platform. Fireworks co-founder and CEO Qiao Lin has confirmed the appointment.

Weiner joined Facebook in 2012 and was promoted to chief financial officer in 2014. In 2022, he became Meta's first chief strategy officer, responsible for corporate strategy and corporate development, and the role of chief financial officer was succeeded by Susan Lee.

Fireworks provides model training and inference services to enterprises. When Lin Qiao announced his appointment, he mentioned that the company hopes that enterprises can use their own data, knowledge and business experience to build dedicated AI and design model training and inference together.

BYD Li Ke responds to Maserati acquisition rumors

In an interview with Post Ticino in Abu Dhabi, BYD Executive Vice President Li Ke was asked again whether he was interested in acquiring Maserati.

She said that she might have been more interested a few years ago, but now that BYD has gone its own way, it is easier to develop its own brand and it better reflects the company's judgment on technology. She said in May this year that established car companies like Maserati were attractive, but no specific acquisitions were carried out at that time.

The interview was conducted while looking up at the U9 Xtreme celebrating a new speed record. The car, driven by German driver Mark Bassen, hit 503.17km/h in one direction on a closed road in the UAE. Li Ke said that the high-voltage architecture and other technologies demonstrated on this car can be used in BYD's other mass-produced models in the future.

A man in Chengdu wore AI glasses and cheated on his driver's license test. He made all the multiple-choice questions wrong during a live demonstration.

According to CCTV News, on October 16, a man in Chengdu used AI glasses and a smart ring to cheat on the theory test to obtain a motorcycle license. The police stationed on the scene noticed that he was playing with his glasses and rings repeatedly. They came forward to check and the man admitted that he had bought the equipment from the Internet to assist in answering questions. When he previously applied for a driver's license, he took the theory test four times before passing it.

In the survey, the man answered the questions on his mobile phone and achieved an accuracy rate of over 85%. The police randomly selected questions and asked him to use the equipment to demonstrate. All the multiple-choice questions he picked were answered incorrectly. The Chengdu traffic police fined him and prohibited him from applying for a motor vehicle driving license again within one year.

China Mobile launches 6G smart application co-creation action, Shanghai will host 6G development conference

On November 6, Wang Xiaoyun, chief engineer of China Mobile, announced the launch of a 6G smart application co-creation action at the Mobile Network Conference in Guangzhou. According to C114 Communication Network, China Mobile will open a set of cross-city and cross-site network test devices for partners to incubate applications, develop products and conduct end-to-end verification. The first batch of directions includes connected robots, AI terminals, immersive communications and industrial intelligence, etc. It plans to promote hundreds of research and development tasks and gather thousands of partners.

On the same day, the press briefing of the 2026 6G Development Conference was announced. The conference will be held in Songjiang, Shanghai from November 24th to 25th. According to China Business News, the meeting will discuss the formulation of 6G standards and display research and development results such as base station prototypes and intelligent core network prototypes. Shanghai will also unveil a 6G proof-of-concept platform at the opening ceremony.

Shanghai Zhilian Information Technology Research Institute and Shanghai University plan to release a 6G base station prototype system using domestic computing power at the conference, as well as a data set containing new spectrum and multi-modal channel measurements.

A total of 10,000 units of Shangwei New Material’s two consumer-grade robots have rolled off the production line

Shangwei New Materials announced on November 8 that a total of 10,000 units of the two consumer-grade embodied intelligent robots Qiyuan Q1 and Qiyuan T1 released on September 20 have rolled off the production line. The company said that production capacity is currently climbing and the yield rate is performing well.

What is disclosed this time is the production progress. Shanwei New Materials stated in the announcement that the consumer-grade robot business is still in its infancy, and currently accounts for a low proportion of revenue. Production capacity, yield rate, and promotion progress will all affect subsequent business performance.

NASA advances nuclear-powered lunar rover project, aiming to launch by the end of 2028

NASA will advance the development of the nuclear-powered lunar rover PROMISE, targeting launch at the end of 2028 and planning to perform an 18-month mission on the lunar surface. Blue Origin will use the Mark 1 lander to send the six-wheeled rover to the lunar south pole.

The rover will extend its drill about 1 meter below the lunar surface to analyze ice and other resources in the lunar soil. The vehicle will also be equipped with a spectrometer, temperature and radiation sensors and visible light cameras to collect data that can be used for subsequent landing site and base site selection. Nuclear power allows it to operate on long moonlit nights and in permanently shadowed areas that may contain ice.

NASA's Jet Propulsion Laboratory, which is responsible for the construction, will reuse flight spare parts and engineering test prototypes from the "Curiosity" and "Perseverance" Mars rovers to shorten the time required for vehicle integration and testing.

WeRide Zhixing Han Xu talks about the scale of Robotaxi, hoping to reach Hong Kong directly from Guangzhou in the future

WeRide founder and CEO Han Xu said in an interview with CNBC at Hong Kong Fintech Week that the company believes that the hardware, software and supporting ecosystem have basically met the conditions for expanding the Robotaxi fleet. The next thing to solve is how to keep up with supervision. He hopes to be able to take a Robotaxi directly from Guangzhou to Hong Kong in four or five years.

Han Xu said WeRide has already launched trial operations or small-scale operations in more than 13 countries. To grow fleets, regulators need tools to continuously monitor vehicles and their algorithms. In Hong Kong, WeRide has cooperated with Geely Yuanzhong and Guanzhong Bus Group to promote right-hand drive autonomous driving models.

SpaceX announces the 15th test flight window of Starship and plans to use the launch tower to catch the two-stage rocket

SpaceX sets launch window for Starship's 15th test flight. According to the current plan, the Starship will lift off from the Texas Starbase as early as 4:45 pm Central Time on November 13th (6:45am Beijing time on November 14th). The launch still requires regulatory approval.

This test flight is intended to allow both the super-heavy booster and the starship upper stage to fly back to the launch site and be picked up by the launch tower's robotic arm. According to the plan, the booster will attempt to return about 6 to 8 minutes after liftoff, and the upper stage will attempt to return after about 22 hours of flight. Both recoveries must meet flight safety conditions before they can be executed.

Amazon forms a new team to develop home robots, recruiting for home interaction and after-sales

Amazon has assembled a team over the past few months to develop new home robots, CNBC reported. A now-defunct engineering job post from the team wrote that the product needed to be able to navigate a home with changing layouts and items and operate autonomously around family members.

Amazon in March acquired Fauna Robotics, which developed the humanoid robot Sprout, bringing it into its personal robotics division. Fauna's interaction design and software development positions can still be seen on Amazon's official website, which involve letting robots communicate intentions through actions and conversations, and building cloud services for robot device groups, respectively. CNBC also spotted job postings for customer support and field repairs.

Amazon’s last home robot, Astro, can move around the home and patrol with cameras, and has been sold on an invitation-only basis. An Amazon spokesperson told CNBC that the company is still providing support for Astro users.

Elvis Presley's rights holder and Eminem's music publisher separately sue Suno

Elvis Presley's rights holder and Eight Mile Style, the publisher that manages the rights to some of Eminem's songs, separately sued the AI ​​music generation platform Suno in the U.S. District Court for the Northern District of California. Both lawsuits were filed on November 6, local time.

Elvis Presley's rights owner alleged that Suno used works it managed without authorization to train models and let users generate songs that imitated Elvis's voice. The plaintiffs cited Tennessee's ELVIS Act, which protects voice and image, and the complaint also includes examples of audio generated by the platform. Eight Mile Style and the co-plaintiffs claimed that Suno copied 269 Eminem works it managed without authorization for training, and the generated lyrics also reproduced the content of the original works.

In a statement to Variety, Suno said the platform prohibits unauthorized use of artist works, does not allow the naming of artists or songs in prompts, and works with third parties to screen uploaded audio and lyrics.

💡 Tencent Yao Shunyu talks about the barriers to large models: Who understands users better and who is more worthy of trust

According to China Business News, in a conversation at the 2026 Future Science Awards, Zhang Yaqin asked Yao Shunyu, Tencent’s chief AI scientist, when developers can switch to other models or even combine several agents together, how can model companies retain users?

Yao Shunyu believes that the more lasting barriers come from the unique data the product has, its understanding of the user's situation, and how many tasks the user is willing to give it.

He gave WeChat as an example. If users can use AI directly in WeChat, schedule, contact and activity information can help it understand the user's needs. Even if another model is more capable, it will be difficult to provide the same service without this information.

Yao Shunyu also mentioned that after AI starts to perform tasks for users, whether users are willing to open personal information depends on the user's trust in the product to process data and perform tasks.

When talking about model open source, he took network security as an example and pointed out that after general reasoning and programming capabilities are improved, the model may learn to exploit vulnerabilities even if it does not specifically learn attack content. He advocates doing automated and manual assessments before release, and continuing to monitor for harmful calls after launch.

Looking forward to the debut of Dingyao, the first executive flagship sedan in Abu Dhabi

The first executive flagship sedan Dingyao will be launched in Abu Dhabi and is named YANGWANG ALTIOR overseas. Technical information released by BYD shows that the new car is equipped with a second-generation blade battery and has a pure electric range of more than 1,000 kilometers under CLTC comprehensive operating conditions. The official Chinese website is now open for pre-launch ordering.

The new car adopts a four-seat layout, with a length of 5.6 meters, a wheelbase of 3.5 meters, and front and rear doors. Passengers in the right rear seat can fold the front passenger seat with one click to free up vision and legroom. The two rear zero-gravity seats are equipped with mechanical massage devices that can link leg rests, sunshades and ambient lights.

The Yi Sifang platform uses 4 independent motors to adjust the torque of each wheel, and can adjust the driving force more than 100 times per second. It supports U-turns on the spot and is also used for vehicle stability control when a tire blows out at high speed. The active suspension senses the road ahead and adjusts in real time to suppress body swing over bumps and corners.

In terms of assisted driving, Dingyao is equipped with Tianshen Eye A, which supports parking space navigation, highway and urban navigation, and parking assistance.

Tencent Yuanbao Search opens an independent web portal and supports AI Q&A and general search

Tencent’s “Yuanbao Search” has opened an independent web entrance. According to the actual test of "Product Notes", the homepage enters AI search by default. Users can enter questions or upload pictures to continue asking questions. The results page displays answers and reference materials side by side, making it easy to open the web page for checking.

After switching to normal search, you can browse regular web page results by keywords, and you can also search for public account articles individually. Academic Q&A can list thesis information upon request. On October 20, Tencent Cloud has provided developers with Yuanbao search API and MCP access, and the search scope includes public web pages and Tencent ecological content.

Microsoft updates Windows 11 to optimize computer performance with 8G memory

Microsoft introduced Windows 11 optimizations for computers with 8GB of memory. The system has adjusted the timing of compressing memory and swapping out data to the storage device. It can retain up to 2GB more active data in the memory, reducing the need to re-read when switching back to applications or web pages.

Microsoft conducted a comparison test using an HP OmniBook 3 with 8GB of RAM and a Snapdragon X Plus. Open 20 Edge tabs, a 4K video, large Word, PowerPoint and Excel files, then Outlook and File Explorer, all while keeping the open programs running. This process is completed up to 40% faster on the new version than on the January version.

Microsoft has also changed widgets for computers with 8GB and below to be loaded when they are opened, taking up about 200MB less committed memory when closed. Users can check for updates through Windows Update and update Edge, Microsoft 365, and Teams individually.

Tencent’s gaming companion app “Goose Dimension” opens for first beta test

Tencent’s AI companion application “Goose Dimension” for PC gamers has opened its first beta test. The Windows version can be logged in via QQ or WeChat. The first test provides 4 virtual characters with different timbres and personalities.

Players can play games while talking to characters in real time. The application understands scenes in supported games through screen recognition, and the first test covers works such as "Shadow Blade Zero". Conversations can also take place via text, voice messages and images, and characters can be interrupted during real-time calls.

DaVinci Resolve updated to support touchscreen MacBook Pro

Blackmagic Design releases DaVinci Resolve 21.2, adding support for MacBook Pro equipped with PROLED XDR touchscreen in both the free and Studio versions. CineD pointed out that Blackmagic’s update notes only list touch screen compatibility, and do not yet list pages and controls that can be directly operated.

Both versions feature sixth-generation color science LUTs and film styles. When editing, multicam clips can be opened in the source timeline, and source timecode preserved after audio extraction. The Studio version of the false color tool adds support for fifth- and sixth-generation color science, and updates Fusion’s AI assistant and scripting interface.

Swire Coca-Cola announces China’s ten-year strategy at CIIE

Swire Coca-Cola announced its "Winning 2035" ten-year strategy for the Chinese market at the China International Import Expo. The company plans to adjust its products according to scenarios such as dining, socializing and at home, continue to customize products with retail customers, and use digital tools for store services, warehousing and supply chains.

展会上给出的案例包括与万辰集团合作的 420ml 定制汽水和 150ml 酷儿饮料。仓储环节，公司展示了可按订单识别货品、拣选并混合码垛的机器人。生产端，太古可口可乐称，其热水中心方案已覆盖中国内地八成汽水工厂，前两代方案合计减少约 35% 的蒸汽用量。

4.8 万元，保时捷与 La Marzocco 推出 911 联名咖啡机

保时捷与 La Marzocco 再度联名，推出以 1972 年的 911 Carrera RS 2.7 为设计灵感的 Linea Micra 意式咖啡机和 Pico 磨豆机。

咖啡机顶部的杯架取形自原车的鸭尾扰流板，手柄刻有「RS」和「2.7」，压力表用红绿指针呼应车身配色。

两款主力配色为大奖赛白配绿和橘色配黑，咖啡机各限量 911 台。大奖赛白配蓝是德国专供，限量 150 台。Linea Micra 保留可在单嘴、双嘴和无底之间切换的手柄，水箱容量 2 升，可用手机 App 调整温度和定时。

其中，磨豆机单卖 12800 元，咖啡机为 48200 元，二者组合套装为 61000 元。

Wendy’s 推出像素 RPG，打赢首领有机会解锁餐食优惠

美国快餐连锁 Wendy’s 推出免费像素 RPG《WendyQuest》，登陆 iOS、Android 和 Steam。玩家扮演品牌吉祥物 Wendy，穿过以森林、沙漠和雪山等食物主题布置的 5 个区域，对抗让当地居民染上「机械化」诅咒的反派 Dr. MechBorg。

战斗采用回合制，按对时机可以提高伤害。美国玩家打赢首领后有机会解锁餐食优惠，需在 Wendy’s App 内兑换，部分优惠须与商品同购。

Take-Two CEO 谈《GTA 6》盗版风险：必要时会用法律和技术手段处理

Take-Two 首席执行官施特劳斯·泽尔尼克接受《华尔街日报》采访时表示，盗版是娱乐行业长期面对的问题。如果盗版造成实际影响，公司会同时采取法律和技术手段。

泽尔尼克认为，游戏受盗版影响可能小于电影和音乐。他提到，游戏文件往往更大，内容也更复杂，部分体验还依赖与服务器的连接。按 Rockstar 公布的安排，《GTA 6》将于 11 月 19 日登陆 PS5 和 Xbox Series X|S。

另外，前 Rockstar 技术总监奥贝·维尔梅伊近日表示，随着 AI 模型在游戏反编译和移植方面能力提升，Rockstar 可能需要重新考虑《GTA 6》长期以来「先主机、后 PC」的发行策略。

由于《GTA 6》此前已经发生过多次大规模泄露，他认为，一旦主机平台游戏包流出，爱好者利用 AI 进行移植的速度可能超过 Take-Two 法务团队处理相关问题的速度。

宝可梦动画制作公司 OLM 展示 AI 上色工具

制作《宝可梦》电视动画和电影的日本动画公司 OLM 在台北展示了一套上色工具。按 OLM Digital 董事四仓达夫在台湾创意内容大会上的介绍，画师先手工完成 3 帧，系统用约 90 秒学习这部作品的线条与配色，再用约 15 秒处理一帧。增加手工样本可以提高准确度。

每部作品只用自己的画面训练。遇到新角色或生物，画师可以先画少量样本，让系统适应该角色。四仓达夫估计，在概念验证阶段，这套工具让上色工作量减少约三成，负责逐帧检查的人员工作量则有所增加。

郑廷旭

硬件编辑

Could be better.

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