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X Platform July 2 AI Brief | OpenAI Proposes Giving Shares to Government for Universal Fund, Anthropic Attracts Top Talent, Palantir CEO Criticizes AI Business Model

Fable 5 Returns, Anthropic Continues to Attract Top Academic Talent

Claude’s “sandbox mode” Fable 5 officially returns, and Anthropic has reset all users’ 5-hour and weekly usage quotas. Multiple developers conducted stress tests immediately after the return, and some bloggers observed that Fable 5’s guardrails are significantly weaker than before, allowing easy bypass of sandbox restrictions. Meanwhile, Anthropic’s talent acquisition pace has accelerated significantly: UC Berkeley Computer Science Department Chair Jelani Nelson has taken leave to join Anthropic; in the past few weeks, Stanford economics professor Chad Jones, DeepMind Nobel laureate John Jumper, and others have joined; Karpathy began overseeing the pretraining direction earlier this year; and Google lost four core researchers in six days.

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Palantir CEO Publicly Criticizes AI Industry Business Model

Palantir CEO Alex Karp criticized for about 20 minutes during a live CNBC interview, with core points: companies buying API tokens hand over their data and core competitiveness to OpenAI and Anthropic, effectively paying to train their own replacements; token pricing based on computing power rather than value indicates that the product cannot generate reliable value at scale; the AI business model is intellectual property theft disguised as a subscription. The interview sparked widespread discussion and reposts by multiple bloggers.

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DeepSeek Suffers Major Service Outage

DeepSeek services experienced a major outage on the afternoon of July 2, with API, web, and mobile all unavailable. The specific recovery time has not been announced.

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OpenAI Proposes Giving 5% Shares to U.S. Government and Establishing Universal AI Dividend Fund

According to a Financial Times report, OpenAI CEO Sam Altman is discussing with the Trump administration and multiple officials the transfer of 5% of shares to the U.S. federal government, and proposing the establishment of a “Public Wealth Fund” to distribute AI-driven economic growth dividends to every citizen. The idea aims to allow ordinary people to share in the benefits of AI development while improving OpenAI’s relationship with the government.

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SiliconFlow Files for IPO on Hong Kong Stock Exchange

China’s largest independent token supplier, SiliconFlow, has officially filed for an IPO on the Hong Kong Stock Exchange, with joint sponsors Huatai International and Guotai Haitong. According to Frost & Sullivan data, based on 2025 annual token throughput, SiliconFlow ranks fourth among all token suppliers in China. The investor lineup includes Alibaba, Meituan, Yuntian Lifei, Biren Technology, and others. Founder Yuan Bo previously stated that the company will invest in chip research and development after listing.

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Unitree IPO Registration Approved

Humanoid robot company Unitree’s IPO registration has been approved, and it is about to enter the capital market.

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ArXiv Redesign, Markov Open-Sources Largest Game Operation Dataset

The academic preprint platform ArXiv has undergone a redesign after many years, removing the iconic Cornell University red elements. Meanwhile, the Markov team has released the largest open-source game dataset for computer use to date, containing over 500 hours of game screen recordings and keyboard/mouse movement data, covering games such as Valorant, Minecraft, and Grand Theft Auto, which can be used to train AI models for computer control.

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