Anthropic J-lens、腾讯Hy3、NVIDIA算力换股权、微软裁员

Today’s edition of my newsletter just went out.

🔗 https://www.rohan-paul.com/p/anthropics-new-j-lens-uncovers-a

🗞️ Anthropic’s new “J-lens” uncovers a quiet workspace inside Claude that lines up with a major consciousness theory.

🗞️ Tencent released Apache-licensed Hy3, a 295B MoE (21B active parameters) model beating larger rivals outside coding.

🗞️ “Measuring the Gap Between Human and LLM Research Ideas”

🗞️ “From AGI to ASI”

🗞️ Smart move from NVIDIA, they rolled out a program where AI startups swap high-performance compute for a share of future product and cloud earnings.

🗞️Microsoft is cutting 4,800 jobs as AI infrastructure spending forces a harder tech reset, equal 2.1% of its workforce and hit commercial operations and Xbox.

🗞️ Anthropic just extended Claude Fable 5 paid-plan access through 12-July-2026