The Overnight

The Overnight — 2026-09-01

DeepSeek open-sources its first V4 multimodal model overnight

What China's AI world did while the West was asleep. · 2026-09-01

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The Number

  • DeepSeek-V4-Flash runs $0.22/M input on a cache miss, off-peak, per its pricing docs as of 2026-08-31.
  • Qwen3-max lists at 2.5 yuan/M input under 32K tokens, Alibaba's cheapest max tier, per DashScope pricing as of 2026-08-31.
  • Baidu's DuMate hit 6.7434M monthly actives in July, up 1063.79% month-on-month, per AI产品榜.

Top of the Fold

  • DeepSeek open-sources DeepSeek-V4-Flash-Vision-Exp, its first experimental multimodal model in the V4 line, after an August 21 API debut, per 智东西.
  • Hisense ships JUOS, pitched as the first family-scene AIOS on its self-built Xinghai model, rolling to U/E/A-series TVs from September, per 雷峰网.
  • OpenClaw returns with a 2.0 release, its largest update, as the once-dominant open agent tries to win back developers who moved to Hermes, per 智东西.
  • DiDi opens driverless passenger tests for its new R2 Robotaxi with GAC Aion in parts of Beijing and Guangzhou, per 量子位.

Untranslated

  • A Kimi former CLI lead argues the harness layer will not be replaced by better models, calling that AI-circle assumption the field's biggest misread, per 雷峰网.
  • ClawBench puts 8 agents through real web tasks at EMNLP 2026 and reports all fail, a hard counter to daily agent hype, company-stated in the preprint per PaperWeekly.
  • Codex users spot a gray-rollout Ultrafast mode as OpenAI's lead urges burning quota before a reset, with claimed next-gen Astra test cases circulating, unconfirmed, per 夕小瑶科技说.
  • 范式 signs a compute deal with Huawei, calling itself among the first to build on Huawei's top domestic compute base, per 量子位.

The Backstory

  • GeekPark's editor recounts deploying Qwen as a newsroom intern that caught Moonshot's quiet kimi-code 0.38.0 GitHub push and auto-drafted a 3,100-word story on Moonshot's coding bet, per 极客公园.

The Kicker

  • Hugging Face's Pollen Robotics opens preorders for Microduck, a $399, 25cm bipedal robot duck that skates and picks up socks, shipping by Christmas, per 极客公园.