美伊同意停战两周油价下跌，折叠屏 iPhone 将在 9 月发布

·11 min·1 clip

Why did Anthropic's powerful new AI model get restricted to Google and Apple for testing instead of public release?

The episode opens with news that the US and Iran agreed to a two-week ceasefire, allowing safe passage through the Strait of Hormuz and causing US crude futures to drop over 15%. However, oil prices remain above pre-conflict levels with limited supply improvement expected. Apple's foldable iPhone remains on track for September 2026 release alongside iPhone 18 Pro models, though initial supply may be constrained and pricing is expected to exceed $2000. Anthropic announced its Cloud Mythos AI model but won't release it publicly due to security concerns about its ability to find software vulnerabilities, instead launching Project Glosswing with 40 companies including Apple and Google. DeepSeek introduced expert and quick modes on its website, with expert mode showing advantages in complex reasoning tasks. Intel joined Elon Musk's Terrafab chip manufacturing project despite Intel's foundry business losing over $100 billion last year. Xiaomi hired multiple former Tesla executives including one to its strategy department as the company faces delivery challenges, needing to average 52,000 monthly deliveries after a weak first quarter. Bill Ackman's Pershing Square proposed acquiring Universal Music Group for over $60 billion in cash and stock. Northwest founder Jia Guolong's new brand Tianbian Shaguomenmian will open its sixth location in Hangzhou. CFB Group, which operates DQ and Papa John's in China, invested in and will manage the Xian Yuxian dessert chain with 600 stores. The episode concludes with a mention of Barcelona's Sagrada Familia finally being completed after 144 years using modern technology.

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