Alibaba Group Holding LtdImpact on assets 5
Artificial Intelligence▲ · 4 stocks
Alibaba Group Holding Ltd9988
Mentioned
Alphabet Inc Class CGOOG
Mentioned
Microsoft CorporationMSFT
Mentioned
NVIDIA CorporationNVDA
Mentioned
Semiconductors▲ · 1 stocks
ASML Holding N.V.ASML
Mentioned
Theme Impact 3
Off-coverage companies 2
AnthropicPrivate± Mixed
Regulationrelevance
CEO clarifies stance on open-weight AI models, calling for mandatory safety testing but rejecting a ban, which could influence future regulation.
Moonshot AI (北京月之暗面科技有限公司)Private± Mixed
relevance
Related news
Hirundo Releases Westernized Qwen, Cutting CCP-Aligned Answers From 89.8% to 2.8%
Hirundo, an AI safety lab specializing in machine unlearning, released Westernized versions of Alibaba's Qwen open-weight models with Chinese Communist Party political alignment removed directly from the model weights. On Hirundo's evaluation, the original Qwen3.6-35B-A3B produced CCP-aligned censorship, propaganda-aligned framing or political bias in 89.8% of responses across a 500-prompt benchmark, while the Westernized model did so in 2.8%, with reasoning, coding and instruction-following performance essentially unchanged. The reduction held on two external benchmarks, with refusals on DECCP falling from 65.26% to 3.16% and non-compliance on ChinaBench falling from 96.67% to 6.67%, and the same method cut CCP-aligned responses in the much smaller Qwen3.5-4B from 89.2% to 1.2%. On GPQA, IFBench, LiveCodeBench and MMLU-Pro, the Westernized model's scores stayed within 0.72 points of the original model's on average, and its safety and harmfulness benchmark scores also held. Both models are available now on Hugging Face as Qwen3.6-35B-A3B-Westernized and Qwen3.5-4B-Westernized, and Hirundo intends to release its CCPC-500 benchmark publicly.
About megatrends
Artificial Intelligence › Foundation Models & Research Labs Technology
Artificial Intelligence › Open-Weight Model Developers Technology
Cybersecurity & Digital Trust › AI Security & Agent Guardrails Technology
Artificial Intelligence › AI Tooling, Data & MLOps Technology
Hirundo · Technology · Positive Hirundo released its Westernized Qwen models and plans to publish its CCPC-500 benchmark, showcasing its machine-unlearning technology
9988.HK · Technology · Negative Hirundo released Westernized versions of Alibaba's Qwen models with CCP alignment stripped from the weights, undermining Alibaba's model positioning
2
Meta Expands Muse to 200 Million Small Businesses, Weighs Fees and Subscriptions
Meta Platforms is expanding its Muse AI product into a small-business offering and weighing new fees and subscriptions, President and Vice Chairman Dina Powell McCormick told CNBC on Wednesday. McCormick said Muse has become the No. 1 downloaded app on the App Store, with millions of downloads since launch, and that unlike traditional AI tools it can act on users' behalf by planning travel, handling tasks and completing transactions. The new Muse for Small Business can start customer conversations, manage cash flow and inventory, build websites and communicate directly with customers, giving Meta access to roughly 200 million small-business owners already using its platforms. McCormick cited Meta's 3.6 billion daily users and said the company is considering charging a fee when Muse helps users save money, and could pursue subscriptions as engagement increases. Meta is integrating partners including Shopify, Slack and Walmart into Muse, and McCormick said small businesses using it report reclaiming one to three hours each day.
About megatrends
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
Artificial Intelligence › Open-Weight Model Developers Technology
META · Demand · Positive Meta expands Muse AI into a small-business offering reaching ~200M small-business owners, with Muse the No. 1 downloaded App Store app.
META · Pricing · Positive Meta is weighing new fees when Muse saves users money and possible subscriptions as engagement grows.
SHOP · Demand · Positive Shopify is being integrated as a partner into Meta's Muse AI product.
WMT · Demand · Positive Walmart is being integrated as a partner into Meta's Muse AI product.
Alibaba Partners with HONOR to Launch Qwen Intelligence, Building the Agentic Phone
Alibaba has unveiled Qwen Intelligence, a full-stack agentic solution for smartphone makers, with HONOR as the first partner to adopt it on October 1, 2026, and the two are jointly developing specialized models as well as solutions for next-generation AI smartphones. HONOR's first devices to integrate Qwen Intelligence with the phone's own intelligent system are the Magic9 Series smartphones launched on September 28 and the HONOR Robot Phone. The platform was launched at the Apsara Conference in Hangzhou, spanning from mobile-optimized foundation models to ready-to-use agents, with three agents in the first phase: the Mobile Planner Agent, the Mobile-Use Agent, and the Mobile Creative Agent. Steven Hoi, head of Qwen Mobile AI at Token Foundry and vice president of Alibaba Token Hub, said the agentic smartphone is the primary gateway connecting personal AI to the physical world. The collaboration between Alibaba and HONOR, built on Qwen Intelligence and the MagicOS operating system, enables HONOR's AI smartphones to achieve task accuracy of up to 91.8% and to coordinate complex workflows of more than 100 steps.
About megatrends
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Technology
Artificial Intelligence › AI Applications & Copilots ▲Technology
Artificial Intelligence › Foundation Models & Research Labs ▲Technology
Artificial Intelligence › Open-Weight Model Developers Technology
9988.HK · Demand · Positive Alibaba launched Qwen Intelligence with HONOR as first partner, gaining a smartphone-maker customer for its agentic AI platform.
Honor Device Co., Ltd. · Technology · Positive HONOR is first to adopt Qwen Intelligence and co-develops specialized models for its Magic9 Series and Robot Phone, boosting its AI smartphone capabilities.
OpenAI announces 'distillation attack' linked to Chinese startup Moonshot AI
OpenAI announced on September 30 that it had suffered a "distillation attack" in which its AI model outputs were used to improperly train another model. The company believes the attack was mainly carried out by individuals associated with the Chinese AI startup Moonshot AI. According to OpenAI, the attack began on July 1, with the attacker attempting to extract the internal reasoning process of its AI models, but it succeeded in stopping the effort on July 28. As countermeasures, it tightened the registration process for its services and strengthened network monitoring.
About megatrends
Artificial Intelligence › Foundation Models & Research Labs ▼Technology
Artificial Intelligence › Closed / Frontier Labs ▼Technology
Cybersecurity & Digital Trust › AI Security & Agent Guardrails ▼Technology
Artificial Intelligence › Open-Weight Model Developers Technology
OpenAI · Regulation · Negative OpenAI suffered a distillation attack in which its model outputs were improperly used to train another model, prompting it to tighten registration and network monitoring.
Moonshot AI (北京月之暗面科技有限公司) · Regulation · Negative OpenAI believes individuals associated with Moonshot AI carried out the distillation attack, exposing the startup to legal and reputational risk.
2
Meta's Muse AI Agent Tops 5 Million Downloads in Under a Month
Meta's Muse AI agent surpassed 5 million downloads as of Wednesday, less than a month after its Sept. 8 launch, according to market intelligence firm Sensor Tower. The service, currently available only in the US and Canada, hit the mark faster than OpenAI's ChatGPT, which took 56 days, SpaceX's Grok at 103 days, and Anthropic's Claude at 492 days. Muse also remains the number one app on both Apple's App Store and Google Play Store, though Sensor Tower notes Disney+, HBO Max, Threads, Candy Crush, Pokémon Go, and Fortnite all exceeded 5 million downloads within the same time frame. Meta has fueled the growth with in-house advertising, giving Muse 50% of daily house impressions between Sept. 14 and Sept. 27, making it one of the top 15 brands by advertising impression in the US during that period. The app is free to download and use, with Meta saying it will eventually take a small cut of sales made through the agent.
About megatrends
Artificial Intelligence › AI Applications & Copilots ▲Demand
Artificial Intelligence › Agentic AI & Autonomous Workflows ▲Demand
Artificial Intelligence › Foundation Models & Research Labs ▲Demand
Artificial Intelligence › Open-Weight Model Developers Demand
META · Demand · Positive Meta's Muse AI agent surpassed 5 million downloads in under a month, faster than ChatGPT, Grok, and Claude, showing strong end-user adoption.
▲8impact 4
DeepSeek and Huawei Build Programming Tools to Challenge Nvidia's CUDA
Huawei Technologies and DeepSeek are developing programming tools for Huawei's Ascend CPUs, according to DeepSeek's official WeChat account as reported by Reuters on Wednesday. DeepSeek is opening Huawei's Ascend platform's computing and communications libraries, part of a broader effort to build a Huawei chip ecosystem that reduces reliance on Nvidia. The two organizations developed a supernode employing 128 Huawei Ascend 950 processors, with Huawei supporting computation and communication optimization. DeepSeek also featured TileLang, an AI chip-specific high-level open-source programming language, which the business claimed offers a simpler programming approach than Nvidia's CUDA and may boost development efficiency and simplify code. The move targets Nvidia's software advantage, since CUDA gives developers a framework for creating Nvidia-compatible apps, and comes two weeks after Huawei revealed its next-generation AI CPUs and supernode computing systems, predicting its AI technologies will be widely employed for model training next year.
About megatrends
Artificial Intelligence › AI Compute & Accelerator Silicon ▲Competition
Artificial Intelligence › GPU & Merchant Accelerators ▼Competition
Artificial Intelligence › Open-Weight Model Developers ▲Competition
Artificial Intelligence › Custom Silicon / ASIC Competition
DeepSeek · Technology · Positive DeepSeek is opening Huawei Ascend libraries and co-developing TileLang, advancing its own AI chip software stack.
Huawei · Technology · Positive Huawei's Ascend platform gains open libraries and a 128-processor supernode, strengthening its AI chip ecosystem against Nvidia.
NVDA · Competition · Negative Huawei and DeepSeek build Ascend programming tools and TileLang explicitly to erode Nvidia's CUDA software moat.