The Number
- DeepSeek-V4.1-Flash-1017 lists cache-miss input at $0.15/M off-peak, with output at $0.6/M, per DeepSeek's pricing docs as of 2026-11-06.
- Qwen3.8-Max holds a flat 12 RMB/M input, 36 RMB/M output across non-thinking and thinking modes, per Alibaba DashScope pricing as of 2026-11-06.
- Kimi K3.1 Pro batch inference is billed at 60% of standard rates on Moonshot's platform, per its pricing docs as of 2026-11-06.
Top of the Fold
- Tencent scales Hunyuan 4 capacity tenfold after a usage surge on its WorkBuddy agent, a rare mid-week infra move driven by live demand, per 量子位.
- 豆包's individual work tier drops its 5-hour usage cap, shifting users to a looser weekly quota as vendors ease rate limits, per 雷峰网.
Untranslated
- 千问办公 sold 100,000 monthly membership cards, roughly 2 trillion tokens, in the first half-hour of a Li Jiaqi livestream, with CEO 陈宇森 appearing on-camera to pitch tokens as a shoppable product, per 雷峰网.
- 申通快递 signed a strategic deal with 千问办公 to push Agent tooling from headquarters down to nationwide last-mile branches, a bet on agent rollout inside logistics, per 雷峰网.
- A domestic chip firm riding DeepSeek's sparse-compute wave raised nearly 1 billion RMB on multiples-higher Q3 revenue, circulating as 量子位 reports and unconfirmed on the round's exact terms.
The Backstory
- LatePost's 晚点聊 ran two back-to-back episodes dissecting Anthropic's S-1, with 二级 investor Rob Li of Amont arguing the real risk sits in downstream demand not compute supply, even as he holds AI-infra positions, as recorded by 晚点聊.
The Kicker
- A former Tencent 20-year veteran, 《斗战神》 producer 刘丹, raised about 60 million RMB seed to build an AI motion-sensing game console, pitching himself as China's Sony-meets-Nintendo, per 雷峰网.
