The Overnight

The Overnight — 2026-10-21

DeepSeek open-sources its inference stack and tops the WebDev open board

What China's AI world did while the West was asleep. · 2026-10-21

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The Number

  • DeepSeek V4.1-Flash-1017 (Max) scores 1670 on Code Arena's WebDev board, now the top-ranked open model, 12 points behind GPT-6 Sol (Max), per Arena as of 2026-10-20.
  • DeepSeek's DeepInfer framework runs a single cluster at 155 trillion tokens/day, with revenue at list price of $38 per card-hour, company-stated per DeepSeek's blog on 2026-10-20.
  • deepseek-flash lists at $0.15/M input (cache-miss, off-peak) with cache-hit at $0.003/M, per DeepSeek's pricing docs on 2026-10-20.
  • New Stone (Neolix) closes an E round near $400M, the largest single raise in Chinese autonomous driving this year, per 雷峰网 on 2026-10-20.

Top of the Fold

  • DeepSeek open-sources DeepInfer, its internal inference framework, and the deepseek-recipe token codec, moving the open fight from weights to the serving stack, per DeepSeek's blog.
  • DeepSeek-V4.1-Flash-1017 (Max) passes Kimi K3 (Max) to lead Code Arena's WebDev open board, closing on GPT-6 Sol at the top, per Arena.
  • Hangzhou startup Buddy Buzzy ships three AI baby-and-maternity devices and says it has raised over 200M yuan ahead of a planned Hong Kong IPO, per 智东西.

Untranslated

  • DeepSeek pairs the DeepInfer release with published economics, saying DeepInfer powers V4.1-Flash's own serving at 155 trillion tokens/day, a rare move of opening the production stack and the margin behind it, company-stated per DeepSeek's blog.
  • SenseTime bolts a self-improvement loop onto GPT-6-Astra for robotics and reports doubled success rates across 12 benchmarks and 8 real robots, marked preprint and company-stated, per PaperWeekly.
  • Tsinghua-linked 千诀科技 unveils Polibrain, a predictive world model for embodied intelligence, at the Physics-AI and World Model conference in Nanjing, claiming its latent-variable identifiability work landed about a year before LeCun's team, circulating/unconfirmed per 新智元.
  • Doubao's spokesperson pushes back on a claim that over half of its compute serves video and short dramas, saying the real figure is about 10%, circulating/unconfirmed per 雷峰网.

The Backstory

  • Buddy Buzzy, the maker behind today's AI baby-tech launch, started seven years ago selling child car seats and only later moved into AI devices, with founder 王永 bringing roughly seven years of internet-product work, per 智东西.

The Kicker

  • A 73-year-old Oscar-winning cinematographer, 鲍德熹 of Crouching Tiger, has enrolled as a mentor in iQiyi's AI film workshop, showing up early every day to sit in on other instructors' classes, per 雷峰网.