The Number
- DeepSeek prices its new V4.1-Flash at $0.15/M input (cache-miss, off-peak) against $0.66 for V4-Pro, per its docs page as of 2026-09-11.
- Qwen3-flash lists at $0.03/M input on OpenRouter, the cheapest China-lab model on the platform as of 2026-09-11.
- Ant's health app 阿福 reports 150M users and near 20M daily health queries, per 智东西 on 2026-09-11.
Top of the Fold
- DeepSeek releases V4.1-Flash, a 552B MoE on a new Causal-Encoder-Decoder structure with 8B input and 16B output activations, cutting cost while topping V4-Pro on internal benchmarks (company-stated), per 极客公园.
- Ant Group opens its 外滩大会 around agent payments, launching Vibe Pay, Skill Pay and Machine Pay so an authorized robot dog can price, order and pay on its own, per 智东西.
- 新石器 begins its first L4 autonomous-delivery pilot in Japan at Tokyo's TRC logistics hub, scaling to 10 vehicles after Singapore and Malaysia, per 雷峰网.
Untranslated
- DeepSeek has reportedly hired CITIC Securities to prepare a STAR Market listing with a process starting this year, a sharp reversal for a lab 梁文锋 once said had no financing need, circulating as one investor's read via 虎嗅.
- 梅卡曼德 CEO 邵天兰 publicly named 银河通用, a company valued above 20B yuan, in a WeChat-post broadside against embodied-AI startups he says manufacture revenue through data-collection related-party deals, circulating and unconfirmed per 虎嗅.
- A security researcher claims a 6TB LLM-router dataset exposed high-privilege credentials reaching internal systems at 26 firms and labs including 华为, 小米 and MiniMax, moving the AI-security debate from data stores to live agent context, circulating and unconfirmed per 虎嗅.
- OpenAI suspends new $200/month ChatGPT Pro subscriptions to protect Astra capacity for existing users, a compute-crunch signal Chinese commentators are watching closely, as noted by 夕小瑶科技说.
The Backstory
- DeepSeek's own framing traces its shift toward capital markets to a change 梁文锋 flagged two years ago, when he said the lab's constraint was never money but restricted high-end chips, per 虎嗅's account of his earlier remarks.
The Kicker
- 支付宝 says agent-driven 代买 task volume grew 7x over five months, with a robot dog now able to query, order and pay for goods once its owner signs off, per 智东西.
