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Gemini 4 Argon debuts, Meta opens 816B model, Microsoft pivots chips

Singapore·12 Oct – 18 Oct·Ten minutes

Google launched Gemini 4 Argon on 13 October, scoring 97.5% on ARC-AGI-3, supporting 1M token outputs, and entering at US$2 per million input tokens and US$10 for output — with prices doubling on 1 December. Two days later, Meta open-sourced the 816-billion-parameter Muse Spark Open with 1M context, free for commercial use under the Muse Model License. Microsoft announced its in-house Maia chips will become its primary inference system, while Anthropic reported US$16.8 billion Q3 revenue with growth cooling to 45%. DeepSeek answered with V4.1-Flash-1017, cutting API prices and beating GPT-5.6 Sol on DeepSWE, 77.0 versus 73.0.

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Five things this week

Enough to retell
1
Google 全球上线 Gemini 4 Argon,支持 1M token 输出
Google 新旗舰 Argon 全球上线,1M token 输出,API 价格分级清晰。
Justine Moore
2
Meta 发布开放权重模型 Muse Spark Open:8160 亿参数可免费商用
Meta 开源 8160 亿参数多模态模型,年营收超 2000 万美元需授权。
宝玉
3
Anthropic Q3 营收 168 亿美元,环比增速降至 45%
Anthropic Q3 营收 168 亿美元,增速从超 100% 降到 45%。
rohanpaul_ai
4
微软宣布自研 Maia 芯片将成为旗下产品主要推理系统
微软自研 Maia 300 定于 2027 年,减少对 NVIDIA 硬件依赖。
rohanpaul_ai
5
南洋理工大学等提出 COAP:让 Claude Opus 5.5 离线写代码控制双臂机器人
南洋理工 COAP 让 Claude 离线编程控制双臂机器人,成功率翻倍。
AIGCLINK
02

US vs China

The same week, both sides
DimensionUnited StatesChinaWhat it means for ASEAN
New modelsGoogle ships Gemini 4 Argon; Meta open-sources 816B-parameter Muse Spark OpenDeepSeek launches V4.1-Flash-1017; StepFun open-sources 600B Step 5 PreviewOpen and closed models landed the same week — wider selection for ASEAN builders.
PricesArgon API at US$2 input / US$10 output per million tokens, rising in DecemberDeepSeek V4.1-Flash-1017 cuts API prices in step with launchChinese price advantage persists — worth comparing before committing to US APIs.
BenchmarksArgon scores 97.5% on ARC-AGI-3 and tops the Vals IndexDeepSeek hits 42.3 on Terminal-Bench 4.0 and 77.0 on DeepSWEChinese models now viable replacements for imported ones on coding tasks.
Policy—Epoch AI: open-weight models trail closed ones in cyberattack capability by 6–7 monthsASEAN open-model deployments need security and compliance risk review.
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ASEAN this week

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Policy this week

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China to ASEAN

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Builders this week

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