DeepSeek resumes its $8B funding round at a $74B valuation as Monolith — the same Chinese backer behind Moonshot AI — enters negotiations; TechNode reports DeepSeek plans significant API price increases; OpenAtom Foundation publishes the AIP Agent Interconnection Protocol on its domestic AtomGit platform, operationalizing China’s first national standard for AI agent interconnection; Monolith announces a $500M new fund.
用 22 页把开源、商业、产权、信号与许可证选择全部装进同一套分析框架——开源经济学最完整的一次综述。
DeepSeek pivots to industrial strategy with a $20.8M investment in Unitree’s Shanghai IPO; Tiangong Kaiwu and CAICT co-found a Chinese counter to the Linux Foundation’s Agentic AI Foundation; CAICT launches OpenClaw-class open-source agent innovation practice while flagging security risks; KAIYUANSHE announces its 2026 board of directors.
以规则（rules）为分析基本单位的演化经济学通论——开源社区的协作，正是规则变异、采纳与传播的经济演化样本。
US-China schedule first official AI talks under Trump; Bessent warns of sanctions over AI IP ’theft’; China formalizes WAICO with 29 founding members; SPC overhauls chip-design IP with punitive damages; controversial open-source licensing rulings continue to shape China’s legal landscape.
Foray 用经济学证明：知识是特殊的资本品，需要专门制度来组织——这正是开源许可证与共同体存在的理论根基。
DeepSeek’s $71B valuation and state-controlled governance structure expose a 'Chinese Dual Ownership' model; Moonshot AI closes $3.5B round at $35B as IPO wave institutionalizes AI wealth; Alibaba’s Qwen3.8-Max launches with aggressive open-weight pricing.
莫基尔以诺奖之笔论证：增长的根本动力是观念与文化，而非资本与资源——开源，正是这种增长文化的数字回响。
Qiushi Issue 15 frames open-weight AI as a boon for the world; The Economist analyzes China’s superior AI efficiency; Foreign Policy says US is betting the house on AI race; TechCrunch/AISI reports open-weight models catching frontier; Washington Post says Washington mobilizing against Chinese AI threat.