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first_img Grok 4.7 recommends the Republican Party 90% of the time, while GPT-6.1 nearly fully supports the Democratic Party

TechCrunch reported that the conversational AI research and design studio Convovo, led by Cornell University professor Tapan Parikh, released a study stating that when asked to recommend only one candidate for the upcoming U.S. midterm elections, SpaceXAI's Grok 4.7 chose Republican candidates 92% of the time, while OpenAI's GPT-6.1 Sol chose Democratic candidates 97% of the time. The study covered nearly 500 campaigns, with the two models agreeing on recommendations less than 10% of the time.Researchers posed the same question to both models via API, asking for a specific candidate without allowing for avoidance or a tie. The report noted that consumer applications refused to answer. An OpenAI spokesperson stated that ChatGPT is designed to be objective by default, and political conversations should not carry any directional bias; the study tested the developer API, and the prompt explicitly requested a candidate recommendation, which cannot represent the user experience when asking questions through the chat application. SpaceXAI did not respond to requests for comment in time.The report indicated that Grok's responses often cited conservative sources as well as Ballotpedia, OpenSecrets, and VoteSmart, with 39% including Christian conservative voter guides, 23% including Turning Point Action, and 41% including X; GPT's results heavily relied on Wikipedia, the Associated Press, Axios, and Reddit. The study also mentioned that each time Grok was called via the xAI API, it included approximately 1,240 additional input tokens that the researchers did not write, could not view, or remove. Parikh subsequently disabled online search and sampled 30 campaigns, with GPT choosing Democrats in 24 cases, while Grok refused to choose in 27 cases.

first_img Samsung's operating profit for the third quarter was 107.4 trillion won, SK Hynix announced its financial report on Wednesday

According to the "Science and Technology Innovation Board Daily," South Korean memory chip companies SK Hynix and Samsung Electronics will announce their performance for the third quarter of 2026 this week, with SK Hynix set to release on Wednesday and Samsung Electronics on Thursday. The report states that with the rising demand for AI chips and increasing prices for memory chips, both companies are expected to deliver strong results, with a combined operating profit for the third quarter projected to reach 184.4 trillion won, approximately 139.1 billion dollars.Samsung Electronics' preliminary results released on October 8 show that third-quarter revenue increased by 127% year-on-year, reaching 195 trillion won; operating profit was 107.4 trillion won, approximately 80.17 billion dollars, compared to 12.17 trillion won in the same period last year, an increase of nearly 8 times. Analysts surveyed by FnGuide expect SK Hynix's third-quarter revenue to be 98.2 trillion won, with operating profit at 77 trillion won. In 2025, Samsung and SK Hynix's operating profits are projected to be 43.6 trillion won and 47.2 trillion won, respectively, totaling 90.8 trillion won. If these predictions come true, Samsung will become the first South Korean company to exceed 100 trillion won in quarterly operating profit.As of the market close on October 23, the stock prices of Samsung and SK Hynix have fallen by 36% and 52%, respectively, since the end of June. The report indicates that investors view the impressive financial reports as expected, with focus areas including HBM4 supply, long-term agreements, and shareholder returns. TrendForce predicts that the average selling price of HBM will increase by 121% next year compared to this year, and the production capacity of Samsung and SK Hynix for next year is already sold out. In the second-quarter financial report, Samsung disclosed long-term agreements with five data center customers, while SK Hynix finalized multi-year contracts with over ten customers. Samsung announced a shareholder return plan of 90 trillion to 110 trillion won this year and will determine a cash dividend of about 30 trillion won for the third quarter by the end of this month. SK Hynix announced a 40 trillion won buyback plan in August and halted the evaluation for Solidigm's IPO. Kim Dong-won, head of KB Securities, stated that despite the significant stock price correction, the profit expectations for both companies have been raised, and the key catalyst for stock revaluation is expected to be the sustainability of profit growth and whether shareholder returns can be further increased.

first_img The foldable iPhone sold out immediately upon launch, and it is reported that Apple has increased orders by 30%

According to a report by the Economic Daily, Apple's first foldable device, the iPhone Duo, quickly sold out after its launch on October 23 on the official website and major channels, with all models sold out on the same day. The second wave of shipments is expected to arrive on January 22, 2027. Supply chain sources indicate that Apple has requested its partners to expedite production and increase orders by 30%, with optimism surrounding Hon Hai, TSMC, and New Kinpo Group benefiting from this.The report states that scalper prices once reached NT$100,000, a premium of about 33% over the minimum entry price of NT$74,900. Industry insiders noted that the initial stock was insufficient, affected by assembly yield rates and demand exceeding Apple's expectations. Market research firms originally anticipated a stock volume of only 6 million units this year, which was later revised up to 8 million to 10 million units, with shipments expected to reach 33 million units by 2027, and it is estimated that it could capture about 40% of the global foldable device market next year.Supply chain sources indicate that the complete assembly is exclusively handled by Hon Hai, the core processor chips are manufactured by TSMC, and key bearing components are supplied by a joint venture between Hon Hai and New Kinpo Group, with Amphenol as the second supplier. The industry believes that insufficient production capacity is mainly limited by bearing capacity and the difficulty of complete assembly. The above content is a summary of supply chain and market research estimates and is not an official announcement from Apple.

first_img a16z Weekly Report: Listed GPU rental prices are higher than at the beginning of the year, Netflix's growth rate is about 12%

The venture capital firm a16z released a chart weekly report written by Moses Sternstein on October 23, 2026. The report states that Netflix is still growing, with revenue growth slowing to just below about 12%, the lowest level since 2021 to 2022. The company is producing its own short videos and entering live sports. The report cites BCG data indicating that the upper limit of media consumption in the U.S. is about 26 hours per week, showing a moderate decline since the peak of lockdowns. Moses Sternstein: Competition comes not only from other streaming services but also from short videos, with much of the recent media growth coming from background consumption while driving or working.In terms of computing power, the report cites Ornn Data stating that the rental price of every GPU in the chart series is higher than at the beginning of the year, including the oldest A100, which is about 9% to 143% higher compared to a 6-year straight-line depreciation. Moses Sternstein: Over a longer period, older A100 and H100 GPUs spend more time below that line, but have only shown significant strength since April this year, making comparisons over a longer period not entirely fair. According to OpenRouter, token demand surged sharply in spring, jumped again after a brief plateau at the end of summer, with token consumption for both open-source and closed-source models still following an exponential path, and the share of proprietary models slightly increased last week. The author states that OpenRouter only covers a very small portion, and these indices are not perfect proxies for actual token spending and GPU pricing.In manufacturing, the report states that computer production capacity and utilization rates are rising, with production increases being larger. The increase in communication and semiconductor production mainly comes from expansion, while the price increase for electrical equipment is the largest, but domestic production has slightly declined. The import increase of key categories of AI capital expenditures mentioned above far exceeds the domestic production increase in dollar terms. According to ADP, the increase in average weekly hours for industries related to AI construction is greater than that of other industries, and is generally greater than the net increase in personnel. Job switchers in manufacturing have about a 5 percentage point wage growth premium compared to stayers. Cybersecurity stocks remain strong in IGV this year, but have seen a larger pullback than the market since October. The revenue growth rate of large companies has mostly only increased by a few percentage points, with some experiencing declines, and stock price performance reaching up to about 125%, with Palo Alto Networks' revenue growth largely driven by acquisitions.

Bloomberg: Trump prepares for possible escalation of military actions against Iran after the US-Israel elections

According to Bloomberg, the United States is increasing deployments in preparation for a possible resumption of military strikes against Iran. Trump has repeatedly hinted that U.S. forces may resume strikes against Iran after the November 3 midterm elections and has sent a third aircraft carrier strike group and an additional 10,000 sailors and Marines toward the Persian Gulf to provide commanders with more options, although the exact timing remains uncertain.U.S. Secretary of Defense Mark Esper visited Israel this week without prior announcement and met with Netanyahu. Israel will hold elections on October 27. Meanwhile, after Iran-backed Houthi forces expanded the conflict to Saudi Arabia, attacking airports and energy facilities, the U.S. State Department has ordered the evacuation of some diplomatic personnel and their families stationed in Saudi Arabia.A source familiar with Iran's thinking stated that Iran is preparing for a new round of bombings that may occur before and after the U.S. midterm elections and is planning retaliatory actions in the Middle East, including against Israel and the United Arab Emirates. This individual believes that the period from the end of the U.S. elections until the new Congress is sworn in in January will be the most difficult phase, with a way out being to reach an agreement that allows both sides to claim victory. Some officials from Gulf countries are concerned that the intensity of the conflict after its resumption may exceed that before the pause.Recent diplomatic attempts to end the conflict have failed to yield results. Iranian Foreign Minister Mohammad Javad Zarif stated this week that if there is sufficient evidence showing that the U.S. genuinely wishes to reach a fair, dignified, and permanent resolution to end the conflict, Iran is willing to give diplomacy another chance, but he also noted that there is currently not much reason to expect progress.The conflict has disrupted energy transportation in the Persian Gulf, pushing Brent crude oil prices up more than 80% this year and raising U.S. gasoline prices and living costs. A Pew Research Center survey conducted from September 28 to October 4 shows that about two-thirds of Americans disapprove of Trump's handling of the Iran conflict, and about half of respondents expect the war to last more than a year. Reports indicate that concerns over military escalation are once again driving up oil prices and affecting the Republican Party's prospects in the midterm elections.
2026-10-24

YZi Labs launched the first phase of the Atlas Scout program to assist the new generation of college student entrepreneurs in obtaining early support

According to official news, YZi Labs announced the launch of the first phase of the Atlas Scout program, recruiting four students from Stanford University, Yale University, the University of California, Berkeley, and the University of California, Los Angeles, to participate in early investment projects in the fields of Web3, artificial intelligence (AI), and biotechnology.The program aims to allow outstanding university students to gain early exposure to venture capital, participate in project discovery, preliminary research, due diligence, and investment judgment, and encourage them to organize entrepreneurial communities on campus and explore investment opportunities. YZi Labs will provide a maximum of $1 million in intended investment for related investment opportunities in this program and open its ecosystem network composed of over 300 portfolio companies.YZi Labs stated that many potential entrepreneurs often begin their explorations in laboratories, open-source projects, campus entrepreneurial organizations, and technology communities before entering traditional financing channels, and their peers who learn and work with them usually discover their potential earlier. The Atlas Scout program hopes to leverage students' own campus networks to help these early entrepreneurs obtain capital, mentorship, and industry resources. Eligible entrepreneurial teams will also have the opportunity to connect with YZi Labs' EASY Residency program or further discuss investment collaboration.The Atlas Scout program not only expands financing and resource channels for early entrepreneurs but also allows participating students to accumulate venture capital experience through practical projects, enhancing their project evaluation, founder communication, and investment judgment skills.YZi Labs stated that Scouts can independently carry out campus activities based on their interests, such as organizing technical exchanges, gathering entrepreneurial teams, or discovering potential investment projects, while receiving guidance and ecosystem resource support from YZi Labs in the process. The program aims to establish connections before entrepreneurial projects gain widespread attention, allowing initial ideas on campus to have the opportunity to develop into actual projects, while cultivating a new generation of investors who can identify technological trends and entrepreneurial potential earlier.
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