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Must read

The first-party essay says Meta will resume some open-source model releases soon; free versions remain the baseline, paid extra compute would use a dynamic auction, and Zuckerberg proposes sharing intermediate checkpoints with government. This is a stated policy direction, not a model release.

Signals

No single-source signals cleared the bar today.

Sentiment

Meta reopened the open-model path +0.18

3 posts · 72% confidence

Themes

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Must read

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Signals

TSMC’s unaudited July revenue reached NT$467.58B, up 44.7% year over year and 6.4% from June; January–July revenue rose 37.0% to NT$2.872tn.

The preliminary surplus reached ¥17.4292tn. A ¥742.1bn goods surplus replaced a ¥1.4636tn deficit, while primary income remained the dominant ¥20.4914tn support and the services deficit widened to ¥1.8223tn.

Sentiment

Chip revenue and external balances strengthened +0.29

109 posts · 82% confidence