Tencent’s QClaw (Lobster) Product Manager Zhang Shuyu Resigns, Denies Internal “Horse Racing”
On July 2, according to NUPIAO, Tencent QClaw head Zhang Shuyu has left the company. Zhang herself posted on social media that she resigned from Tencent on June 29. She also looked back on her journey building the consumer-facing product QClaw for the first time, and mentioned that “QC and WB are under the same boss, and for some time the growth team was made up of the exact same people,” clarifying that there was never any “horse racing” between QClaw and WorkBuddy inside Tencent.
Samsung Rumored to Win Meta’s 10 Trillion KRW AI Chip Foundry Order, 2nm Mid-to-Long-Term Backlog on the Rise
On July 3, NUPIAO reports that Samsung Electronics is becoming the core manufacturing hub for global big tech companies’ self-developed AI chips (ASICs), with mid-to-long-term backlogs expected to approach 50 trillion KRW. It is reported that Meta is pushing forward with Samsung’s foundry to co-design and produce next-gen ASICs worth over 10 trillion KRW. Its self-developed AI accelerator “MTIA” has already locked in Samsung as a partner, planning to mass-produce hundreds of thousands of units using the cutting-edge 2nm process. Meanwhile, US AI powerhouse Anthropic is also evaluating the use of Samsung’s 2nm process for its own chip development.
Alibaba Internally Bans Claude Code Due to Backdoor Risks
On July 3, NUPIAO learned from Alibaba insiders that after recent revelations of security risks involving backdoor implants in Claude Code, Alibaba has, after a comprehensive assessment, placed it on its high-risk software list. Starting July 10, Alibaba will completely ban employees from using Claude Code in the workplace and recommends Qoder as an alternative.
AI Startup ElevenLabs Reportedly in Talks for Tender Offer, Valuation Could Reach $22 Billion
According to NUPIAO, AI startup ElevenLabs is in preliminary talks with investors to allow employees to sell shares in a secondary offering, a deal that could value the company at around $22 billion. This valuation could be twice its worth after a funding round in February.
Meta CEO Zuckerberg Says AI Agent Development Not Meeting Expectations
On July 3, NUPIAO reports that Meta CEO Mark Zuckerberg said that AI agent development over the past four months “has not accelerated in the way we expected.” Zuckerberg noted that the restructuring, which included mass layoffs, could have been handled more “cleanly,” and the company’s bet on the new architecture “has not yet paid off.”
Microsoft Considers Merging Consumer and Enterprise AI Chatbots
On July 3, according to NUPIAO, an internal memo reveals that Microsoft plans to merge the consumer and enterprise versions of its Copilot AI chatbot into a single application. The app will also include AI coding tools and new AI agents, but customers will need to pay extra for access. Insiders say Microsoft plans to launch the upgraded Copilot in August.
