## 🔍 Key Insights **GLM-5.3** achieves a **50% boost in coding capability** through post-training alone—highlighting the power of **MoE architecture** and multidimensional **Scaling Law** optimization. Meanwhile, the capital logic underpinning the AI industry is being re-evaluated: Ben Thompson argues that **capital—not compute—is now the true bottleneck**, while generative 3D is positioned as a *supermarket* with far greater potential than short-video platforms [1][2][4]. ## 🚀 Top Updates - **Zhipu’s GLM-5.3 Boosts Coding Ability by 50% via Post-Training—Decoding MoE & Scaling Law** [1]: Tang Jie details how substantial gains in code generation can be achieved *without retraining*, and systematically explains MoE design principles and multidimensional scaling strategies. - **Ben Thompson: The AI Race, Capital Shortfalls, and Tech Giants’ Endgame—Why U.S. AI Dominance Is Dangerous** [2]: Argues that “U.S.-only AI leadership poses systemic risks globally,” and identifies **capital shortfalls**—not hardware limits—as the central constraint on industry growth. - **E15. Song Yachen: Advancing Civilization, Creating Human Well-being | Beipo Initiative** [4]: VAST founder predicts generative 3D will enable **zero-barrier, interactive 3D creation**, unlocking a market several times larger than the short-video era. - **Tech Stocks Plunge 6%: End of the Rally—or a Contrarian Buying Opportunity?** [5]: Hit by surging U.S. Treasury yields, the tech sector dropped over 6% in a single day—but underlying AI demand remains robust, leading institutions to view this correction as a **mid-term consolidation opportunity**. - **Getting Started with Managed Deep Agents: How Business Logic and Production Harnesses Divide Responsibilities** [3]: A new LangChain paradigm clearly separates roles—developers focus on **verifiable business logic**, while managed harnesses handle orchestration, security, and observability—accelerating industrial-scale agent deployment. ## 🔗 Sources [1] Zhipu’s GLM-5.3 Boosts Coding Ability by 50% via Post-Training—Decoding MoE & Scaling Law — https://www.bestblogs.dev/status/2090215153245495489?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item [2] Ben Thompson: The AI Race, Capital Shortfalls, and Tech Giants’ Endgame—Why U.S. AI Dominance Is Dangerous — https://www.bestblogs.dev/podcast/6212175e5?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item [3] Getting Started with Managed Deep Agents: How Business Logic and Production Harnesses Divide Responsibilities — https://www.bestblogs.dev/en/video/1ef4c90a7?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item [4] E15. Song Yachen: Advancing Civilization, Creating Human Well-being | Beipo Initiative — https://www.bestblogs.dev/podcast/ed3a495ba?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item [5] Tech Stocks Plunge 6%: End of the Rally—or a Contrarian Buying Opportunity? — https://www.bestblogs.dev/article/c84cfc1631?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item