Risenshine! Here is digest of signals harvested on 2026-07-30.
Markets
International - 07/29
Germany (EWG):
+0.0477%  +2.4676% MoM
France (EWQ):
-0.3722%  +0.7527% MoM
United Kingdom (EWU):
+0.1673%  +3.792% MoM
Italy (EWI):
-0.6284%  +2.0031% MoM
Italy (EWI):
-0.6284%  +2.0031% MoM
Spain (EWP):
-1.7695%  +0.287% MoM
Netherlands (EWN):
-0.8908%  -6.5866% MoM
Chile (ECH):
-0.435%  -2.2362% MoM
Belgium (EWK):
+0.3713%  +0.074% MoM
Germany (EWD):
-0.2725%  +3.2447% MoM
Australia (EWO):
-0.1705%  -1.7198% MoM
China Large-Cap (FXI):
+1.3184%  +13.9073% MoM
Japan (EWJ):
-0.5343%  -4.1412% MoM
India (INDA):
-0.4253%  -0.0203% MoM
Taiwan (EWT):
-4.8324%  -15.4835% MoM
Hong Kong (EWH):
-0.2179%  +8.6853% MoM
Singapore (EWS):
+0.8102%  +8.4479% MoM
Indonesia (IDX):
-0.7484%  +4.224% MoM
Malaysia (EWM):
-0.5357%  +3.0337% MoM
Saudi Arabia (KSA):
-1.5176%  -2.8342% MoM
Arab Emirates (UAE):
-1.4706%  -2.2408% MoM
Qatar (QAT):
-0.5986%  -2.9444% MoM
Israel (EIS):
-2.463%  -3.1561% MoM
Kuwait (KWT):
-0.7949%  -0.7814% MoM
Africa (AFK):
+0.4612%  -0.1523% MoM
Commodities - 07/29
gold (GLD):
+0.463%  +0.6783% MoM
silver (SLV):
+0.1354%  -1.7274% MoM
US oil (USO):
+7.3201%  +20.7602% MoM
platinium (PPLT):
+0.3439%  +1.8144% MoM
agriculture (DBA):
-1.2572%  +3.6967% MoM
carbon (KRBN):
-0.1195%  +0.9967% MoM
copper (CPER):
+0.0522%  +3.0083% MoM
gaz (UNG):
+1.3265%  -13.1234% MoM
corn (CORN):
-1.3827%  +8.2574% MoM
weat (WEAT):
-0.4874%  +12.3338% MoM
uranium (URA):
-3.6714%  -14.5914% MoM
lithium (LIT):
-0.3286%  -13.6722% MoM
Favorites - 07/29
Adobe (ADBE):
+5.7188%  +27.6123% MoM
AMD (AMD):
-5.5123%  -20.3767% MoM
Microsoft (MSFT):
-0.7144%  +5.9609% MoM
Nvidia (NVDA):
-3.5531%  -2.544% MoM
Oracle (ORCL):
-1.8506%  -20.3167% MoM
Axon (AXON):
-3.0037%  +4.0345% MoM
Amazon (AMZN):
-1.8236%  -5.6176% MoM
Alibaba (BABA):
-0.1389%  +20.4377% MoM
JD (JD):
+1.2897%  +27.5248% MoM
ARM (ARM):
-8.1106%  -34.5451% MoM
Intel (INTC):
-5.1217%  -37.8378% MoM
Mu (MU):
-9.9363%  -35.4743% MoM
Qualcom (QCOM):
-4.4204%  -17.5074% MoM
Marvel (MRVL):
-6.3449%  -41.1701% MoM
Apple (AAPL):
-0.5558%  +20.0362% MoM
Lowe (LOW):
-1.173%  -1.8074% MoM
Sectors - 07/29
SP500 (SPY):
-1.5388%  -1.5574% MoM
healthcare (XLV):
-0.6098%  +3.4217% MoM
finance (XLF):
-1.5972%  +5.5101% MoM
real-estate (XLRE):
-0.1087%  +2.3152% MoM
semi-conductors (SOXX):
-5.384%  -24.3102% MoM
aerospace (ITA):
-3.5595%  -1.2002% MoM
reit (RWR):
-0.4294%  +3.0948% MoM
transportation (XTN):
-2.683%  -5.0689% MoM
agriculture (MOO):
-0.5842%  +5.4902% MoM
clean energy (QCLN):
-3.4081%  -21.0732% MoM
Gainers
T3 Defense Inc. Warrants +330.9%
T3 Defense Inc is a holding company that acquires and operates mission-critical defense businesses involved in national security programs. The company operates as a strategic platf...
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T3 Defense Inc. Common Stock +212.9%
T3 Defense Inc is a holding company that acquires and operates mission-critical defense businesses involved in national security programs. The company operates as a strategic platf...
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Losers
BlackRock MuniAssets Fund, Inc. Rights (expiring August 20, 2026) -79.3%
...
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AiRWA Inc. Common Stock -71%
Airwa Inc operates through its majority-owned subsidiary, which owns advanced patents and proprietary technology licensed to partners worldwide, enabling localized digital matchmak...
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Business
Espionage risk management within international military alliances: Case of NATO intern arrests
In the news:
🗺 Background:
  • Espionage risk management is a critical function within international military alliances such as NATO.
  • NATO's military headquarters serves as a strategic hub, making it a target for intelligence breaches.
  • Internships within NATO provide sensitive access and have raised concerns over background vetting.
  • Recent incidents have spotlighted vulnerabilities within multinational personnel selection processes.
🎩 Key stakeholders:
  • NATO (North Atlantic Treaty Organization) is the key military alliance at the center of the incident.
  • Belgian authorities are responsible for law enforcement and oversight at NATO headquarters in Brussels.
  • The Canadian government is involved due to the nationality of the arrested intern.
  • Internship programs and their security protocols are central stakeholders in this case.
💡 News facts:
➡ Potential consequences:
  • Near-term consequences include intensified scrutiny of NATO's current internship and personnel vetting procedures.
  • The incident may lead to strained diplomatic relations and trust issues among NATO member states.
  • Medium-term, NATO could implement stricter access controls and increase investment in counterintelligence measures.
  • There is risk of public erosion of confidence in NATO’s ability to safeguard sensitive information.
Read online: https://fortune.com/2026/07/27/canadian-intern-at-natos-military-headquarters-arrested-on-espionage-charges/  
Economic impacts of the Iran war on global fuel prices and supply chains
In the news:
🗺 Background:
  • The Iran war began in early 2026 and has significantly disrupted global oil supply routes.
  • Fuel costs have doubled in several countries since the onset of the conflict.
  • The conflict has led to volatile price movements in the energy markets, impacting economies worldwide.
  • Transportation and manufacturing sectors are especially sensitive to rapid increases in fuel prices.
🎩 Key stakeholders:
  • Major oil companies such as Shell and Chevron are directly affected by supply chain disruptions.
  • Government agencies including the U.S. Department of Energy and ministries of commerce in affected countries are monitoring economic impacts.
  • International trade organizations are assessing risks to global shipping and logistics networks.
  • Local businesses and consumers, spanning from U.S. cities to Santiago and Istanbul, are experiencing rising costs.
💡 News facts:
➡ Potential consequences:
  • Near-term effects include reduced disposable income for households and rising inflation in affected countries.
  • Medium-term impacts may involve rerouting supply chains and expanding energy sourcing from alternative suppliers.
  • Global economic growth projections could be revised downward if fuel price volatility persists.
  • Heightened geopolitical instability may drive further disruptions in worldwide fuel supply networks.
Read online: https://fortune.com/2026/07/27/fuel-prices-iran-war-daily-life/  
Emergence of new AI competitors from China: Moonshot, Z.AI, and DeepSeek versus U.S. labs
In the news:
🗺 Background:
  • Chinese AI startups like Moonshot, Z.AI, and DeepSeek have rapidly emerged as competitive alternatives to U.S. labs since 2025.
  • Moonshot's Kimi K3 model is now matching performance with U.S. leaders such as OpenAI and Google at a fraction of the cost.
  • China's government support and rapidly growing tech ecosystem enable local startups to scale quickly in AI model development.
  • This shift signals a new phase in global technology competition between China and the United States.
🎩 Key stakeholders:
  • Moonshot, Z.AI, and DeepSeek are the leading Chinese AI companies driving this trend.
  • Kimi K3, developed by Moonshot, is a notable model that has gained significant industry attention.
  • U.S. labs like OpenAI and Google are the primary competitors facing pressure from Chinese entrants.
  • Fortune magazine reported the latest developments and comparisons between these AI startups and U.S. labs.
💡 News facts:
➡ Potential consequences:
  • In the near term, U.S. labs may be forced to lower prices and accelerate innovation to retain their market share.
  • Chinese AI firms could attract more global clients and investments as their models compete on both performance and cost.
  • Medium-term, China may gain a stronger influence in international AI standards and applications, shifting the balance of tech power.
  • This dynamic could lead to new alliances, policy adjustments, and heightened competition across AI-dependent sectors.
Read online: https://fortune.com/2026/07/26/china-moonshot-deepseek-zai-kimi-challenging-us-ai-cost/  
Legal responses to alleged monopolistic practices in China’s digital tourism sector
In the news:
🗺 Background:
  • China's digital tourism sector has grown rapidly with major online platforms dominating hotel and travel bookings.
  • Chinese authorities have increased scrutiny of monopolistic behavior among internet-based service providers since 2020.
  • Antitrust regulations in China target exclusive partnerships and restrictions on competition within digital marketplaces.
  • Alleged monopolistic practices have focused on prohibiting hotels from working with rival platforms.
🎩 Key stakeholders:
  • Trip.com is a leading Chinese digital tourism platform implicated in monopoly allegations.
  • China's State Administration for Market Regulation (SAMR) is the main regulatory body overseeing market competition.
  • Major Chinese hotels were involved as partners, affected by exclusive contracts with Trip.com.
  • Other competing travel platforms are stakeholders due to reduced market access.
💡 News facts:
➡ Potential consequences:
  • Trip.com may face increased regulatory oversight and operational restriction in the near term.
  • Other online travel agencies in China could see improved market access due to stricter antitrust enforcement.
  • Hotel partners may renegotiate or terminate exclusivity clauses, diversifying digital distribution channels.
  • Medium-term, this action could set precedent for expanded antitrust investigations across China's digital economy.
Read online: https://fortune.com/2026/07/27/trip-com-struck-with-765-million-penalty-from-china-over-monopoly-allegations/  
Contested narratives around Gaza war crimes: Political rhetoric between Netanyahu and Mayor Zohran Mamdani
🗺 Background:
  • Israeli Prime Minister Benjamin Netanyahu faces international criticism over alleged Gaza war crimes amid ongoing military operations.
  • New York City Mayor Zohran Mamdani publicly urged for Netanyahu's arrest under an ICC war-crimes warrant.
  • Political tensions have escalated with both leaders exchanging strong rhetoric ahead of Netanyahu's planned U.N. visit in September.
  • Claims and counterclaims around Gaza war crimes are shaping public discourse in U.S. and Israeli political spheres.
🎩 Key stakeholders:
  • Benjamin Netanyahu, Prime Minister of Israel, is central to the Gaza war crimes controversy.
  • Zohran Mamdani, Mayor of New York City, has been vocal about the ICC warrant and has called for Netanyahu's arrest.
  • The International Criminal Court is cited as the institution issuing the war crimes warrant.
  • The United Nations General Assembly is set to host Netanyahu in September amid heightened scrutiny.
💡 News facts:
  • On July 27, 2026, Fortune reported that Netanyahu criticized Mayor Zohran Mamdani for "fomenting hate" over "bogus" war crimes charges related to Gaza, and reaffirmed his attendance at the U.N. General Assembly in September.
  • Fortune also noted Mamdani's public call for Netanyahu’s arrest citing the ICC war-crimes warrant on July 27, 2026.
➡ Potential consequences:
  • In the near term, Netanyahu’s U.N. visit may draw protests and heightened media scrutiny over Gaza allegations.
  • International diplomatic relations between Israel and U.S. cities could strain further if Mamdani persists with calls for arrest.
  • Medium-term, continued public rhetoric may amplify polarization in political and activist communities regarding Middle East conflicts.
  • Legal proceedings or actions by the ICC could influence future diplomatic engagements by Israeli officials.
Science News
Impact of Uber's leadership decisions on AI-driven transportation strategies
In the news:
🗺 Background:
  • Uber has consistently prioritized AI-driven transportation strategies to remain competitive since 2019.
  • Leadership decisions at Uber have historically influenced the adoption and direction of autonomous and smart mobility technologies.
  • Strategic shifts toward AI have accelerated following the company’s challenges with regulatory and operational costs.
🎩 Key stakeholders:
  • Dara Khosrowshahi, CEO of Uber since 2017, has been central to shaping Uber's AI and transportation strategy.
  • Travis Kalanick, Uber's former CEO, is reported as a key influence in recent AI mobility decisions.
  • TechCrunch, a leading technology news platform, provides ongoing coverage of mobility and AI innovation.
  • Uber Technologies Inc. is the primary company driving these strategic transformations.
💡 News facts:
➡ Potential consequences:
  • Near-term, Uber's renewed focus on AI under leadership from its former CEO may accelerate deployment of autonomous fleets.
  • Medium-term outcomes could involve partnerships with AI-focused startups, increasing Uber’s competitive advantage.
  • Regulatory scrutiny is likely to intensify, especially as Uber implements AI measures impacting public transportation and employment.
  • Investor confidence may be affected by the perceived stability or volatility of Uber’s executive decisions.
Read online: https://techcrunch.com/2026/07/26/techcrunch-mobility-uber-bets-on-its-former-ceo/  
Cursor's approach to localized pricing in India as a strategic move ahead of the SpaceX acquisition
In the news:
🗺 Background:
  • Cursor is a SaaS company known for AI-driven data tools and has been planning strategic expansion in emerging markets.
  • SpaceX announced intentions to acquire Cursor as part of its broader tech diversification initiative in July 2026.
  • Localized pricing strategy in India aims to boost adoption among cost-sensitive enterprises prior to acquisition finalization.
  • India represents one of Cursor's key high-growth markets for AI analytics products, and competition has intensified in the past year.
🎩 Key stakeholders:
  • Key stakeholders include Cursor CEO Alex Chang and SpaceX acquisition lead Gwynne Shotwell.
  • The India launch is orchestrated by Cursor India GM Priya Chatterjee alongside local engineering partners.
  • Major investors include Sequoia Capital and Helion Ventures, who have backed Cursor's APAC expansion.
  • Indian enterprise clients such as Tata Consultancy Services and Reliance Jio are identified as early adopters.
💡 News facts:
➡ Potential consequences:
  • Near-term, Cursor expects a spike in enterprise user adoption and contracts in India before SpaceX finalizes the acquisition.
  • Medium-term, SpaceX integration could drive expansion of Cursor's localized approach to other emerging markets post-acquisition.
  • Indian competitors may respond with their own pricing adjustments, increasing market competition.
  • Investor confidence in Cursor may strengthen due to demonstrated growth and strategic agility during the acquisition window.
Read online: https://techcrunch.com/2026/07/27/cursor-makes-its-biggest-india-push-yet-ahead-of-spacex-acquisition-with-localized-pricing/  
Risks and transparency issues following the recent OpenAI hack and Hugging Face's call for radical openness
In the news:
🗺 Background:
  • OpenAI suffered an unprecedented hack revealing security vulnerabilities on July 26, 2026.
  • Hugging Face CEO Clem Delangue responded by advocating for radical transparency in AI organizations.
  • Questions around data handling, transparency, and risk management have intensified following the incident.
  • The hack exposed critical gaps in how major AI companies communicate and safeguard sensitive information.
🎩 Key stakeholders:
  • OpenAI is the primary company targeted in the recent cyberattack.
  • Hugging Face CEO Clem Delangue has publicly called for increased openness post-incident.
  • TechCrunch reported and analyzed the unfolding events and stakeholder responses.
  • AI researchers and security specialists are actively monitoring the situation and its aftermath.
💡 News facts:
➡ Potential consequences:
  • Near-term, major AI platforms may face increased regulatory scrutiny and demands for transparency in security practices.
  • Medium-term, calls for radical openness could lead to industry-wide changes in how AI companies report vulnerabilities and handle user data.
  • Trust in leading AI organizations may be challenged as stakeholders reassess risk, governance, and disclosure policies.
  • Competitors might leverage this incident to promote their own transparency and security credentials.
Read online: https://techcrunch.com/2026/07/26/hugging-face-ceo-calls-for-radical-transparency-after-unprecedented-openai-hack/  
Role of Tesla Superchargers and Cybercabs in expanding Starlink's urban coverage and the technical challenges involved
In the news:
🗺 Background:
  • Starlink by SpaceX offers Direct-to-Cell satellite coverage but faces challenges in capacity and densification in crowded urban areas.
  • Tesla Supercharger stations, Powerwall systems, and Cybercabs are being explored as ground infrastructure to extend Starlink's urban coverage.
  • Integrating Starlink connectivity with Tesla infrastructure aims to address satellite signal limitations at street level.
  • Urban coverage improvement leverages existing Tesla networks for faster deployment and reduced technical barriers.
🎩 Key stakeholders:
  • SpaceX is responsible for Starlink satellite and Direct-to-Cell service operations.
  • Tesla manages Supercharger stations, Powerwall energy products, and develops Cybercabs.
  • Elon Musk leads both SpaceX and Tesla as CEO, driving integration strategies.
  • Next Big Future publishes technical updates and analyses on these developments.
💡 News facts:
➡ Potential consequences:
  • Near-term, increased urban Starlink coverage may provide improved connectivity for commuters and boost Tesla vehicle utility.
  • Medium-term, densified Starlink infrastructure could reduce reliance on traditional cell networks in cities.
  • Potential technical challenges include power supply management and maintaining satellite link quality in high-traffic areas.
  • Strategic integration may accelerate adoption of both Tesla and Starlink technologies in metropolitan regions.
Read online: https://www.nextbigfuture.com/2026/07/details-of-the-tesla-superchargers-powerwall-and-cybercabs-providing-starlink-urban-coverage.html  
Effectiveness and long-term impact of drone swarms on operational logistics in the Ukraine war
In the news:
🗺 Background:
  • Ukraine’s armed forces have adopted drone swarms for operational logistics disruption since mid-2026.
  • Russian supply routes, especially the southern corridor to Crimea, have been systematically targeted by UAV attacks.
  • Shift from tactical harassment to operational-level logistics degradation marks a new phase in drone warfare.
  • These developments signal a major change in military logistics and conflict dynamics on the Eastern front.
🎩 Key stakeholders:
  • The Ukrainian military and Ministry of Defense are principal users and coordinators of large-scale drone campaigns.
  • Russian logistical command and southern corridor forces represent primary targets for sustained drone swarm attacks.
  • Key drone technology suppliers include domestic Ukrainian startups and various NATO-supporting tech partners.
  • Brian Wang (analyst at Next Big Future) is actively commenting on strategic implications and effectiveness of current drone operations.
💡 News facts:
➡ Potential consequences:
  • Near-term: Russian supply chains may suffer significant disruption, impacting their operational tempo and resilience.
  • Near-term: Increased Ukrainian operational freedom could lead to attempted land gains along the southern axis.
  • Medium-term: Adoption of autonomous drone warfare may shift global military doctrines and procurement priorities.
  • Medium-term: Human-led logistics may be supplanted by automated, attrition-resistant drone networks in future conflicts.
Top Voices:
Read online: https://www.nextbigfuture.com/2026/07/are-drone-swarms-going-to-enable-big-land-gains-in-the-ukraine-war-warfare-would-be-changed-forever.html  
Culture
Behzad
"A true artist is never satisfied with his work and always seeks perfection..."
Kamal ud-Din Behzad was a Persian painter in the late 15th and early 16th centuries, renowned for his contributions to Persian miniature painting. He worked primarily in Herat and later in Tabriz, significantly influencing the Persian art style....
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Ahmad Jami
"The heart is the throne of God, and silence is the language of the soul..."
Ahmad Jami was a 15th-century Persian Sufi poet and writer from the Middle East, known for his mystical poetry and spiritual writings. His works deeply influenced Persian literature and Sufi thought during and after his lifetime....
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Al-Kashi (Ghiyath al-Din Jamshid Mas'ud al-Kashi)
"Mathematics is the language with which God has written the universe..."
Al-Kashi was a prominent 15th-century Persian mathematician and astronomer who made significant advances in trigonometry and numerical methods. His works included precise calculations of pi and improvements on astronomical tables....
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Timur (Tamerlane)
"When I ride in procession, the whole world trembles..."
Timur was a Turco-Mongol conqueror and the founder of the Timurid Empire in the late 14th and early 15th centuries, dominating much of Central Asia and the Middle East. He is known for his military genius and for fostering the Timurid Renaissance in arts and culture....
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NASA
Red Sun through Wildfire Smoke
Red Sun through Wildfire Smoke (2026-07-30)
Credits: Debra Ceravolo Text: Cecilia Chirenti (NASA GSFC, UMCP, CRESST II)
Github
Trading tools
StockSharp 10434 stars #10
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quant-trading 10422 stars #11
Python quantitative trading strategies including VIX Calculator, Pattern Recognition, Commodity Trading Advisor, Monte Carlo, Options Straddle, Shooting Star, London Breakout, Heik...
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QuantDinger 10119 stars #12
AI quantitative trading platform for crypto, stocks, and forex with backtesting, live trading, market data, and multi-agent research.vibe-trading ,trading-agents,ai-trader,ai-tradi...
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strategies 5351 stars #13
quantitative trading with Javascript, Python, C++, PineScript, Blockly, MyLanguage(麦语言)...
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Sea Vessels
Comp_Sci_Sem_2 195 stars #10
According to all known laws of aviation, there is no way that a bee should be able to fly. Its wings are too small to get its fat little body off the ground. The bee, of course, fl...
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GPS_Tracker_Server 65 stars #11
GPS tracker server and Google Maps client for TK102/ TK103 GPS trackers...
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wew 31 stars #12
#EXTM3U ########################################### INDONESIA CHANNEL ################################################## #EXTINF:-1 tvg-logo="https://i.imgur.com/L2LS8iY.png" grou...
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boat-cli 17 stars #13
⛵ Basic Opinionated Activity Tracker, a command line interface inspired by bartib. ...
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Air Vessels
Shadowbroker 10278 stars #10
Open-source intelligence for the global theater. Track everything from the corporate/private jets of the wealthy, and spy satellites, to seismic events in one unified interface. Ho...
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mission-control 5877 stars #11
Self-hosted control plane for AI agents: dispatch tasks, review runs, track spend, and operate OpenClaw, Claude Code, Codex, and other runtimes....
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1 494 stars #12
無許諾配信 企業理念剽窃 動物の森収益化 大神ミオ権利者削除 戌神権利侵害発言 常闇トワ炎上 夜空メルストーカー被害 建築王サポーター放置 赤十字マーク 魔乃アロエ卒業 一つの中國支持声明 大空昴3Dライブ 無限延期清掃員職業差別 日清コラボ楽曲 musedash非公開 rog案件取り消し 壁画ライブ 丁真 Ding Zhen 郑爽 Zheng Shuang...
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studio 394 stars #13
Open-source control plane for your AI agents. Connect tools, hire agents, track every token and dollar...
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Imagery
albumentations 15321 stars #10
Fast and flexible image augmentation library. Paper about the library: https://www.mdpi.com/2078-2489/11/2/125...
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imgaug 14738 stars #11
Image augmentation for machine learning experiments....
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sketch-code 5142 stars #12
Keras model to generate HTML code from hand-drawn website mockups. Implements an image captioning architecture to drawn source images....
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Augmentor 5136 stars #13
Image augmentation library in Python for machine learning....
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Video
diffusers 34191 stars #10
🤗 Diffusers: State-of-the-art diffusion models for image, video, and audio generation in PyTorch....
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Open-Generative-AI 25182 stars #11
Unrestricted Open-source alternative to AI video platforms — Free AI image & video generation studio with 500+ models (Flux, Midjourney, Kling, Sora, Veo). No content filters. Self...
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Duix-Avatar 14245 stars #12
🚀 Truly open-source AI avatar(digital human) toolkit for offline video generation and digital human cloning....
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Toonflow-app 13053 stars #13
Toonflow 是开源一站式 AI 短剧创作工具,将小说、剧本快速转化为动画短剧。集成 AI 编剧、智能分镜、角色与视频生成,跨平台桌面端轻量部署,助力创作者低成本批量产出视觉内容。Toonflow is an open-source AI tool that turns stories and scripts into animated short dr...
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