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THE LEAD
Tencent and Alibaba open-source drops compress China's frontier model cycle

Tencent and Alibaba open-source drops compress China's frontier model cycle

Tencent open-sourced Hy4 preview on August 28, a 770-billion-parameter MoE model with 49 billion activated parameters and a context window exceeding 1 million tokens. Two days earlier, Alibaba released Qwen3.8-Flash-Next.

WHY IT MATTERS  The releases show China’s frontier model cycle moving quickly, with two major companies opening large models within days of each other.

THE WIRE
THE BOARD · 20:07 UTC
FRONTIER2 of 10 axes moved9 position changes / 24h · most: math
THE SIGNAL · ANALYSIS

Walk-away coding agents force a control-plane race

Coding agents that run unattended for hours or days are no longer a research curiosity; they are arriving in production, and the infrastructure required to trust them is being built in real time…

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