The Overnight

The Overnight — 2026-11-04

SenseNova 6.8 Flash lands, and Wuzhen hands out the robot prizes

What China's AI world did while the West was asleep. · 2026-11-04

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The Number

  • DeepSeek-V4.1-Flash sits at $0.15/M input cache-miss off-peak, with cache-hit input at $0.003/M, per DeepSeek's pricing docs as of 2026-11-03.
  • GLM-5.2 runs $0.006/M prompt against $6.8/M completion on OpenRouter, a 1,000x input-to-output spread, per OpenRouter as of 2026-11-03.
  • Qwen3.8-Max prices at 12 yuan/M input, unchanged across Beijing, Virginia, and Singapore except a US markup to 14.988 yuan, per Alibaba DashScope as of 2026-11-03.

Top of the Fold

  • SenseTime ships SenseNova 6.8 Flash, a multimodal agent model the team says beats Claude Opus 5, GPT-6 Sol, and Kimi K3 on collaboration and delivery benchmarks, company-stated and unverified, per 智东西.
  • Moonshot sets a 2026-10-31 cutoff for new K2 signups and plans to retire the whole K2 line by end-December, pushing users to K3, per its pricing docs.
  • Alibaba opens Qwen Go trials, a cloud agent that runs a phone and PC 24/7 to browse Taobao and draft orders, China's answer to Meta's Muse, per 智东西.

Untranslated

  • Ant Group's embodied-AI arm LingBot shows a fully open-sourced robot general brain at Wuzhen, citing 2.2M downloads and 33k GitHub stars over nine months, company-stated, per 雷峰网.
  • Xiaomi says its humanoid cleared a first 8-hour shift on a car-factory console-panel station with self-correction, and ran a 30-minute, 3-room, 50-task home trial in its staff apartments, company-stated, per 量子位.
  • A screenshot claiming Nomura cut 中际旭创's A-share target to 330 yuan spread through stock groups today; Nomura tells 界面 the research note is fake and it maintains its rating, circulating/unconfirmed, per 虎嗅.
  • DeepSeek is reported to lead a seed round in robotics-brain startup Winverse AI at a roughly $400M post-money valuation, the deal not yet closed, circulating/unconfirmed, per 虎嗅 citing Bloomberg.

The Backstory

  • Winverse AI, the robotics startup DeepSeek is circling, was founded only months ago by 胡瀚, who previously led Tencent's vision-language and embodied foundation-model research, per 虎嗅.

The Kicker

  • At a 三体 fan festival in Beijing, 三体宇宙 teamed with 无问芯穹 on a 智子 Agent 1.0 and with VAST's Tripo on a global 3D warship co-creation plan, turning the novel's menace into a modeling prompt, per 雷峰网.