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THE DAILY INDEX

Technology, AI, software, security, crypto and business

HEADLINES & LAUNCHES

TLDR AI

DIGITAL RED QUEEN: ADVERSARIAL PROGRAM EVOLUTION IN CORE WAR WITH LLMS

Core War is a competitive programming game in which battle programs fight for dominance inside a virtual computer. This study explores what happens when large language models drive an adversarial evolutionary arms race where programs continuously adapt to defeat a growing history of opponents rather than a static benchmark. The dynamic adversarial process led to the emergence of increasingly general strategies. The Core War sandbox offers a safe and controlled environment for analyzing how AI agents might evolve in real-world adversarial settings such as cybersecurity.

THE AI DATA CENTER DEALS THAT NO ONE CAN VERIFY

The AI industry has announced more than half a trillion dollars of infrastructure commitments over the past year. The headline figures are being priced as if they represent binding, time-certain capex commitments, but the disclosed language and missing definitions make many of them look more like optionality dressed up as commitment. The refusal to standardize terms, define units, and allow any market-based verification suggests the participants prefer a world where scrutiny is expensive. The market is being asked to trust without the tools to verify.

WHEN AI WRITES ALMOST ALL CODE, WHAT HAPPENS TO SOFTWARE ENGINEERING?

AI models like Opus 4.5 and GPT-5.2 now write most software code, prompting a shift in software engineering practices. This reduces the value of language expertise and routine coding tasks while increasing the demand for tech leads who are product-minded. Although AI can handle more of the coding workload, engineers will need to oversee complex tasks, emphasizing a hybrid skill set in both product management and technical expertise.

DEEPSEEK FOUNDER LIANG'S FUNDS SURGE 57% AS CHINA QUANTS BOOM

Zhejiang High-Flyer Asset Management posted an average return of 56.6% across its funds in 2025. It was the second-best performer among Chinese quant funds that manage more than 10 billion yuan. High-Flyer has become a cash cow for Liang Wenfeng, DeepSeek's founder, who still holds a majority of the asset manager. DeepSeek's research was funded by High-Flyer's R&D budget. The fund is estimated to have generated revenues of more than $700 million last year.

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