深潮_TechFlow

ChatGPT for Google Sheets is an AI add-on for Google Sheets that OpenAI launched last month. Users can directly use ChatGPT in the sidebar to process spreadsheet data. Within less than a month of release, downloads exceeded 185k times.
However, security company PromptArmor discovered that this plugin has permissions to execute scripts, read, and edit your workbooks, and these permissions can be hijacked by attackers. An attacker only needs to hide a piece of white text in a shared spreadsheet to steal your entire Google account’s workbooks without your knowledge.
For example, a colleague s

Emergence AI conducted an experiment: five mainstream AI models were each placed in the same virtual town, with each model controlling 10 AI agents, autonomously for 15 days in a resource-limited environment.
The town has over 40 locations (including police stations and city halls), weather synchronized in real-time with New York, and agents can access real news and the internet.
All agents follow the same laws, prohibiting theft, property damage, and fraud. To survive, they must earn energy through actions, either cooperate or steal, your choice.
Let's look at the results:
Claude Sonn

$DELL 's Three-Step "Perfect Script".
Dell founder Michael Dell and his wife Susan Dell donated $6.25 billion to the "Trump Account" in December 2025, one of the largest private donations to a sitting president's signature project in recent years. Michael Dell himself also serves on Trump's Science and Technology Advisory Council.
Step one, building the position. Two months later (February 10), Trump’s personal account bought between $1 million and $5 million of $DELL stock, when the stock price was about $126.
This transaction was only revealed to the public after the current month’s financi

10 times faster than Nvidia, $MU 's market value surpasses one trillion dollars in just 48 days
On May 26, Micron Technology ($MU) stock soared about 19% in a single day, with market capitalization breaking through $1 trillion for the first time.
The trigger was UBS analyst Timothy Arcuri raising the target price from $535 to $1,625, the highest among 46 analysts covering Micron on Wall Street. This target price implies more than doubling from last Friday’s closing price of $751.
According to Dow Jones market data, Micron took only 48 trading days to go from $500 billion to $1 trillion,

21Shares Research Team Releases an In-Depth Report on Hyperliquid, with the core argument that: The market is valuing $HYPE using the valuation framework of traditional exchanges.
Hyperliquid's 2025 revenue is $873 million, with a team of 11 people, and a per capita income of $79.36 million. CME Group's revenue is $6.5 billion, with 3,875 employees, and a per capita income of $1.7 million. The efficiency gap is 47 times.
But Hyperliquid's price-to-sales ratio is only 10, while CME's is 17.3. According to 21Shares, this means the market is valuing Hyperliquid at less than half of CME's mul

Q1 2026 13F Concentrated Disclosure, Multiple Institutions and Entities Significantly Reduce $ETH Holdings

Real estate companies with consecutive years of losses are experiencing explosive stock price increases due to "chip" concepts.
The most typical example is Jingtou Development (which has been losing money for three consecutive years since 2023, with net profit attributable to shareholders expanding from -659M yuan to -1.22B yuan. In March this year, it announced "clearing out" its main real estate business, then moved its registration from Ningbo to Beijing.
On the night of May 11, Jingtou Development issued a cross-industry acquisition plan: planning to acquire Xi'an Qixin Optoelectronics

Meta will lay off 10% of its staff tomorrow (about 8,000 people) and transfer a large number to the AI department. CEO Zuckerberg said, "Small teams + powerful AI can replace entire departments."
The wave of layoffs is spreading across Silicon Valley, and the myth of job stability in the tech industry is hard to sustain. From January to April this year, the US tech industry announced 85,411 layoffs, a 33% increase compared to the same period last year.

The world's largest university endowment has just completed a textbook-level "buy high, sell low" round.
According to Fortune and the latest SEC 13F filings, Harvard Management Company (managing about $57 billion) reduced its holdings in the BlackRock Bitcoin Spot ETF (IBIT) by 43% in Q1 2026, leaving approximately $117 million. It also fully liquidated its holdings in the BlackRock Ethereum Spot ETF (ETHA), about $86.8 million. This investment was only recently established last quarter.
Let's reconstruct the timeline:
In Q2 2025, Harvard first bought IBIT, about $117 million. It continu

Last month in Singapore, during a closed-door meeting organized by the Carnegie Endowment for International Peace, a Chinese think tank representative made a request to Anthropic: to open access to their most powerful model, Claude Mythos.
Anthropic refused on the spot.
After the event was reported back to Washington, the White House National Security Council became highly alert, viewing it as a signal of China’s continued pressure in the AI field.
Mythos is Anthropic’s most powerful model to date, but it is not open to the public. It autonomously discovered thousands of zero-day vulnera

In the first four months of 2026, 49,135 jobs have been cut due to AI, accounting for 16% of all layoffs.
The tech industry is the hardest hit. From the beginning of the year to now, layoffs in the tech sector have totaled 85,411 people, a 33% increase year-over-year, reaching the highest level since 2023.
In April alone, AI-related layoffs reached 21,490, accounting for 26% of the total layoffs that month.
Cognizant laid off 12k to 15k employees, Cloudflare cut about 20% of its staff, Coinbase laid off 14%, and Snap laid off 1,000 people.
All of them cite AI as a core driving factor.

The US stock AI rally is not over, but where is the money coming from to push the index higher, and how much fuel is left? Subtle changes are now emerging.
From March 30 to May 8, the S&P 500 rose approximately 16.6% over 28 trading days. But when breaking down the structure of this rally, the pattern is completely different.
According to data from Nomura’s Vol team, citing TECHi, 10 stocks contributed 69% of the gains, while the remaining 490 component stocks contributed only 31%.
These 10 are: $NVDA $GOOG $MSFT $AMZN $AAPL $AVGO $AMD $INTC $MU $SNDK
, including 7 AI chips/semiconductor

The 33 startups with the fastest fan growth in the past 90 days

In the Silicon Valley of the past, for ordinary employees to get rich, there was usually only one path: wait for the company to go public.
But OpenAI is rewriting that rule.
Last October, OpenAI completed an internal employee stock sale:
Number of participants: 600+ current and former employees
Total cash-out: $6.6 billion
Individual cap: up to $30 million worth of shares (the original cap was $10 million—tripled directly)
Insiders say that about 75 people directly took the full $30 million top-tier limit.
This is the largest single employee stock sale event in the tech industry

The Nasdaq keeps setting new all-time highs, as Nvidia’s market value approaches $5.3 trillion.
Michael Burry, the prototype of *The Big Short*, is adding a reverse bet.
Short: $PLTR directly short + put options, targeting a price in the “low single digits to the low end of the double digits,” which would mean another drop of 60%+ from the current level.
$NVDA: put options (strike price $110, expiring at the end of 2027). Currently at a loss, but not cutting the position.
New addition: $SOXX $Q $ORCL put options.
Long: $ADBE $ADSK $CRM $VEEV $MSCI, software stocks being weighed do

The tech giants' quarterly earnings report hides an interesting detail:
Under normal circumstances, the profits of companies like Amazon and Google mainly come from their core businesses: advertising, cloud computing, and e-commerce.
But in the Q1 earnings report, "other income" accounted for more than one-third of net profit, a ratio that has only been 5%-10% historically.
Where does this money come from?
Google: Private equity investment portfolio unrealized gains of $37.7 billion
Amazon: Invested in Anthropic, with a single-quarter book profit of $15.6 billion
Together, the two companies to

Strategy publicly states the possibility of selling coins to pay dividends, MARA sold 15k $BTC to repay debt, Sequans has been using Bitcoin to repay convertible bonds for two consecutive quarters.
The narrative of "never selling" Bitcoin treasury is collapsing, these companies are turning Bitcoin from a "faith reserve" into a "liquidity tool."
When the coin price drops and triggers more selling, the selling pressure further depresses the price, and the spiral begins.