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Cloud Contact Center Software Provider Five9 Announces $325 Million All-Cash Acquisition of AI Startup Level AI; Shares Fall Over 23% on Mixed Guidance

Material
2026-11-06 08:35 GMT+8

U.S. cloud contact center software provider Five9 Inc. announced on November 5, 2026, that it will acquire artificial intelligence-native competitor Level AI in a $325 million all-cash deal. The transaction is expected to close in the fourth quarter, subject to customary closing conditions. Five9 stated that the move aims to strengthen its competitive position in the customer experience landscape and deepen its AI talent pool.

Level AI develops a contact center and customer experience intelligence platform that uses AI to support human agents on calls, analyze interactions, and provide real-time guidance. Five9 noted that Level AI's applications are currently in production with enterprise customers, handling more than 1 billion customer interactions annually. Five9 plans to continue offering Level AI as a standalone tool while also integrating its capabilities into the Genius CX Platform.

Alongside the acquisition news, Five9 reported its third-quarter financial results. Adjusted earnings per share came in at 82 cents on revenue of $323.3 million, slightly surpassing Wall Street estimates of 80 cents and $318.3 million. However, the company's guidance for the current quarter and full year was mixed: current quarter EPS is expected between 88 and 92 cents, below the market consensus of 99 cents, and full-year EPS is projected at $3.17 to $3.21, missing the consensus of $3.26. Notably, the full-year guidance excludes any contributions from the pending Level AI deal.

Investors did not share management's enthusiasm. Five9's stock fell more than 23% in late trading, reacting to the cost of the acquisition—which amounts to nearly half of Five9's $738 million in cash and marketable investments at the end of Q3—and the underwhelming forward guidance. This sharp decline highlights market concerns regarding large cash expenditures and integration risks.

Sources:SiliconANGLE

Research

AI Company Anthropic Warns in IPO Filings That R&D May Be About to Accelerate Dramatically; Frontier Model Astra Demonstrates Zero-Shot Direct Editing of Other Models' Weights

Structural
2026-11-06 02:37 GMT+8

Anthropic's amended S-1 filing now states that the company may be imminently meeting the definition of 'dramatically accelerated progress attributable to AI' found in its Responsible Scaling Policy.

This warning is not a generic risk disclosure. Anthropic's Responsible Scaling Policy defines this threshold as: models being able to fully replace all research scientists and engineers at competitive costs, or a dramatic acceleration in the pace of AI progress attributable to the automation of R&D.

Specific technical support for this assessment comes from recently published experimental results. Researchers Rikiya Takehi et al. reported that GPT-6 Astra can directly read and edit the raw weight parameters of other neural networks, requiring no gradients, no training, and no tool calls. They termed this 'Weight-Space Programming.'

These results require clear attribution: they are benchmarks run by researchers themselves and have not yet been independently replicated. However, Zvi Mowshowitz noted in his analysis that the significance of these experiments lies not in a specific numerical improvement, but in the demonstration of a mechanism—frontier models can treat other models' weights as readable and writable code to diagnose and patch them. If this capability continues to strengthen, a self-accelerating cycle in AI R&D may already have begun.

The strongest counterargument is the scale issue. Astra edited a small model with 0.8 billion parameters, primarily fixing a specific defect in reasoning loops. For models that are already functioning well, Astra could only provide marginal improvements. There is a massive unverified gap between generalizing this technique from patching known issues in small models to autonomously designing next-generation frontier models. Anthropic itself acknowledges in the S-1 that 'we do not anticipate being able to safely use Claude to fully autonomously design and build successive generations of frontier models.'

But the core of Zvi's argument is that Anthropic, as the lab most likely to trigger this threshold first, proactively wrote this sentence in a legal document filed with investors, indicating that the company has internally observed signs of acceleration. Previously, Anthropic stated that they often only identified such accelerations after they had occurred. This time, they are attempting to warn before it happens.

Sources:thezvi.substack.com

Research

Electronic Frontier Foundation: Google AI Summaries Are Knowledge Panels in Disguise, Lock-In Strategy Backfires on Monetization

Material
2026-11-05 04:05 GMT+8

In an analytical article, the Electronic Frontier Foundation (EFF) posits that regardless of whether Google labels its features as AI summaries, knowledge panels, or AMP, the core of these actions is not functional improvement, but rather locking users into Google's own ecosystem. Understanding this is key to choosing services better than Google's, thereby thwarting their anti-competitive goals.

EFF Special Advisor Cory Doctorow names this pattern "enshittification"—a shift where platforms gradually move from serving users to serving their own commercial interests. The article emphasizes that regardless of how glamorous the new technology's packaging may be, the driving force behind decisions remains monetization logic, not the technology itself.

Google Search has a history of similar operations. The most direct example is placing sponsored links and ads at the top of search results, forcing users to scroll past irrelevant content to find answers. Another form is self-preferencing: when searching for videos, YouTube is weighted higher than competitors; when searching for news, AMP pages hand over mobile rendering control to Google, with links defaulting to Google links.

However, a more subtle approach is making it unnecessary for users to leave Google entirely. Knowledge panels were an early form of this strategy: displaying a snippet of information directly on the search results page, claiming to have already answered your question. These panels predate the AI boom and are not always accurate.

The EFF argues that current AI summaries are essentially the same thing as knowledge panels, just rebranded because AI is currently trendy. The difference lies only in execution: knowledge panels extract citations from specific linked sources, whereas AI summaries are generated by models themselves, occasionally accompanied by links. The goal remains essentially the same: to make you feel there is no need to click any link and leave Google, thereby increasing page dwell time, ad exposure, and revenue.

Yet the greatest irony is that this strategy has not worked. Citing a Financial Times report, the EFF notes that users opting for AI mode—possibly accustomed to obtaining text answers instead of clicking links via knowledge panels and AI summaries—have actually led to lower ad monetization. Ads are Google's primary source of income. Like newspapers before them, Google is discovering that relying on a monopoly on ad space may not be the most robust strategy amidst shifting technological landscapes. To dig itself out of the hole it created, it is burning cash in an attempt to regain its advantage.

The article concludes by reminding readers: every time you see such a feature, regardless of what it is called or what new technology it claims to be driven by, remember that the decision driver is Google's monetary incentive, not the technology itself. You can choose to ignore it, skip it, disable it, or even switch entirely to other services.

Sources:Electronic Frontier Foundation

Research

US House GOP Committee Leaders Request Closed-Door Briefing from Nvidia CEO Jensen Huang on China Spy Allegations

Material
2026-11-06 05:09 GMT+8

Leaders of three Republican-led committees in the U.S. House of Representatives have sent a letter to Nvidia CEO Jensen Huang, requesting his attendance at a joint closed-door briefing on November 18. The move follows recent reports alleging a close relationship between Huang and an executive identified as a Chinese intelligence asset.

According to CNBC, the letter was signed by House Foreign Affairs Committee Chairman Brian Mast, Select Committee on China Chairman John Moolenaar, and House Permanent Select Committee on Intelligence Chairman Rick Crawford. The lawmakers seek information on Huang's interactions with Alice Huang, an executive at Megaspeed, as well as Nvidia's security protocols against foreign adversary espionage. The New York Times previously reported that U.S. intelligence agencies found Alice Huang had developed a close relationship with Jensen Huang while funneling information to Beijing.

An Nvidia spokesperson stated that regional cloud customers receive ordinary business information, not sensitive trade secrets or national security-relevant data, and emphasized that meetings with customers are part of a CEO's job. The requested briefing date falls immediately after Nvidia's scheduled third-quarter earnings release on November 17, highlighting the company's exposure to regulatory scrutiny amid geopolitical tensions over AI chip exports.

Sources:CNBC

Research

Brazilian Court Bans Meta from Using Media Content for AI Training, Imposes Daily Fine

Topic · Meta巴西媒体版权禁令Material
2026-11-06 06:22 GMT+8

A court in São Paulo, Brazil, has issued an injunction prohibiting US tech giant Meta from using content belonging to member companies of three Brazilian press associations to train its artificial intelligence (AI) models. The ruling directly targets Meta's previous attempt to force media organizations to license their content for free in exchange for continued platform access through modified terms of service.

According to heise online, Judge Guilherme Madeira Dezem of the 44th Civil Court in São Paulo granted the interim relief requested by the National Newspaper Association (ANJ), the Brazilian Association of Radio and Television Broadcasters (Abert), and the National Association of Magazine Publishers (Aner). These associations alleged that Meta's new terms of service for business users made the "free and unrestricted provision of copyright-protected material" a condition for continuing to use its platforms. The judge stated in the ruling that this requirement constituted an obvious abuse of rights.

In addition to suspending the execution of the relevant clauses, the court also banned Meta from sanctioning or penalizing media companies that refuse to accept these new terms. If Meta violates the injunction, it will face a fine of 1 million reais per day (approximately 162,000 euros). This decision is seen as an initial victory for the Brazilian media industry in protecting intellectual property and maintaining the sustainability of professional journalism.

Sources:heise online

Research

How Amazon Marketplace Evaluates Content Quality with Frozen Vision-Language Models and OCR Signals

Topic · 亚马逊A+内容质量评估Material
2026-11-06 02:06 GMT+8

A+ Content is the rich media widget on Amazon product detail pages, where brands use combinations of images, text, and video to tell their product stories. The challenge is that checking each asset in isolation—such as verifying image clarity or grammar errors—misses cross-module quality issues: for example, a feature list might advertise a 64-ounce capacity while a lifestyle photo displays a single-serving model. To address this, the Amazon team renders the entire page as a single snapshot, allowing the vision-language model to evaluate the content holistically, much like a customer would.

A core architectural decision is to not fine-tune the vision-language model. The team reasoned that fine-tuning a base model with only a few thousand labeled samples requires GPU training infrastructure and carries a risk of overfitting. As an alternative, they keep the VLM and its scoring rubric fixed. The model outputs scores from 0 to 10, confidence values, and natural language rationales across four dimensions: Visual Storytelling, Feature Presentation, Layout, and Conversion Optimization. These structured outputs are then used as features to train a CatBoost gradient-boosted decision tree classifier to predict expert-labeled high-quality or low-quality tags. Because only the classifier is retrained, updates required as annotations accumulate or criteria change can be performed as a short CPU-only task.

While vision-language models excel at capturing overall semantics and visual composition, they are less reliable for fine-grained typographic readability; they often overlook layout signals such as text density, line spacing, and character crowding. To capture these details, the team runs an OCR model in parallel to extract text blocks and their positions from the snapshot, calculating four readability metrics: Text Density, Character Density, Spacing, and Overall Readability. The fusion model inputs eight features—the four VLM scores and the four OCR metrics—into the same CatBoost classifier. On a 20% holdout set, the classifier using only VLM features achieved 89% accuracy and an F1 score of 0.90, while the one using only OCR features reached 82% and 0.83. The fused model achieved 94% accuracy and an F1 score of 0.95, representing a 5 percentage point improvement over the VLM-only approach.

Production validation of this method included several key steps: using SHAP to explain the contribution of each feature to decisions, feeding the most negative features along with product category and best practices into a language model to generate prioritized improvement suggestions, and running global A/B experiments that adjusted the visibility of low-quality content based on model judgments, which resulted in a statistically significant increase in Ordered Product Sales. Sellers who revised their content using these suggestions saw an average quality score increase of 1.4 points (on a scale of 10). It is important to note that all figures above are self-reported by Amazon, based on internal annotations and holdout sets, without independent replication. The annotations covered 10 product categories, and whether this method can be generalized to other multi-module content evaluation scenarios remains unverified.

Sources:Amazon Web Services

Research

Santhosh Kumar, CTO of Indian Fitness Company Cult.fit: AI Implementation Is an Organizational Empowerment Issue, Not a Tool Procurement Problem

Material
2026-11-06 04:00 GMT+8

Cult.fit is a technology-driven fitness company in India, operating 708 fitness centers and serving nearly one million paying members. In a case study published by OpenAI, CTO Santhosh Kumar articulated a core judgment: the bottleneck for AI implementation lies not in model capabilities or tool access, but in whether the organization can enable non-technical staff to truly utilize these tools.

His advancement path consists of three stages. The first stage is standardization within the engineering department. Previously, developers used a mix of various coding agents and assistants; different tools implied different repository structures, agent instructions, skills, and development workflows, making it difficult for teams to share knowledge and reuse capabilities. Cult.fit selected Codex as the unified foundation, incorporating repository structures, skills, testing, code reviews, and feedback loops into common standards. Kumar stated, 'Once standardization is complete, we can build the entire software development lifecycle around a single platform.'

The second stage involves extending capabilities beyond engineering. Cult.fit made its company data easier for Codex to process, enabling various teams to find answers and perform routine analyses themselves—previously, even small data requests had to go through a central analyst team, creating a bottleneck. The HR team built workflows using Codex to manage performance evaluations, scheduling, feedback collection, and summarization. Non-engineering teams built over 20 internal applications in recent months.

The third stage is organizational empowerment mechanisms. Kumar emphasized that enabling all employees to use AI cannot rely solely on issuing tool access permissions. Cult.fit’s approach was: first, host large-scale hackathons so employees could see the possibilities; then, organize one-day workshops for management, allowing leaders from various functions to build content relevant to their own work using Codex; the engineering team held office hours twice a week to help employees move ideas into production environments; and engineers were embedded in selected functional departments to provide technical and domain support.

Regarding cost savings, when the fees for internal dashboard software rose significantly, an engineer rebuilt the functionality using Codex over a weekend. Cult.fit now runs its own application, avoiding more than $100,000 in annual software costs. Kumar estimated that a social feed project previously took over a year to complete; with the new workflow, the team delivered it end-to-end in two months. In customer service, AI agents were integrated into the Sprinklr platform to handle requests such as waiving fines for missed classes, and the company reported a reduction in support costs of over 50%.

It should be noted that the above data all come from vendor case studies published by OpenAI, self-reported by Cult.fit. The 50% cost reduction does not disclose the calculation method, baseline composition, or whether it includes the costs of deploying Codex itself. The complexity and actual usage rates of the 20+ internal applications are also not explained. The comparison of shortening the social feed project from one year to two months is based on Kumar’s personal estimates rather than auditable project records. These are inherent boundaries of vendor case studies: they present only successes, not failures or total costs.

Sources:OpenAI

Research

Google, Meta, and TikTok sue California AG to block teen social media law

Material
2026-11-06 05:10 GMT+8

Google (owned by Alphabet), Meta, and TikTok have filed separate lawsuits in US federal courts against California Attorney General Rob Bonta to block the enforcement of Assembly Bill 1709, a new state law designed to protect children under 16 from addictive social media features.

The law prohibits platforms from offering "psychologically exploitative features" such as personalized recommendations and autoplay to minors, and requires the deletion of children's accounts with those features. In their filings, the companies argued that the law violates the First Amendment's free speech protections and Section 230 of the Communications Decency Act. They contended that the statute wrongly compels them to adopt California's preferred methods of content presentation and substitutes the state's judgment for that of parents.

A Google spokesperson stated that overly broad laws break systems built to help kids find age-appropriate content. Meta argued that the state cannot override its editorial judgments about how to curate billions of posts. TikTok claimed that protected speech cannot be suppressed solely to shield young people from ideas deemed unsuitable by a legislative body.

The office of Attorney General Bonta said it was reviewing the lawsuits and remains committed to defending the law. Signed by Governor Gavin Newsom in September, AB 1709 is scheduled to take effect on January 1, 2027, unless a judge voids it or issues a stay. This legal challenge follows recent settlements where Meta agreed to pay up to $18 billion to resolve similar claims from nearly all US states.

Sources:the Guardian

Research

California Governor Newsom Signs SB 947 and AB 1883, Restricting Workplace AI Decisions and Banning Emotion/Neural Surveillance

Topic · 加州无机器人老板法Material
2026-11-06 07:33 GMT+8

California Governor Gavin Newsom has signed two key bills aimed at regulating the use of artificial intelligence in the workplace. In a review following the adjournment of the 2026 legislative session, the Electronic Frontier Foundation (EFF) highlighted the No Robo Bosses Act (SB 947) and AB 1883 as significant victories for digital rights.

SB 947 limits how employers can use automated decision-making systems to fire or discipline workers. The law ensures that an algorithm cannot be the sole authority for these consequential decisions and mandates that workers receive vital information about automated decisions affecting them. This establishes a requirement for human oversight in major employment actions in California, preventing fully autonomous AI-driven terminations or disciplinary measures.

Simultaneously, AB 1883 prohibits the use of workplace surveillance tools to predict employee emotions or collect neural data. This provision directly targets technologies that attempt to analyze psychological states, stress levels, or brainwaves through wearables or cameras. EFF argues this stops potentially biased, invasive, and exploitative forms of AI surveillance from entering the workplace, marking an important step toward protecting worker privacy and autonomy.

Beyond workplace AI regulation, the session saw other digital rights developments. SB 747 allows citizens to sue federal officials for damages if they violate the U.S. Constitution, filling gaps in remedies for First Amendment violations (such as recording police) and Fourth Amendment searches of phones and laptops. Additionally, AB 1854 and AB 1930 strengthened California's shield laws to protect medical records related to reproductive health and gender-affirming care from politically motivated out-of-state investigations.

However, not all outcomes were positive. EFF criticized the passage of AB 1709, a law banning social media use for minors under 16, arguing it cuts young people off from essential information and community without effectively solving safety issues. Furthermore, AB 1337, which sought to update the Information Practices Act to cover city and county government data handling, failed to pass the Senate, leaving a regulatory gap for local government privacy practices.

Sources:Electronic Frontier Foundation

Research

Databricks Application Scaling Guide: Separating Soft and Hard State to Decide Between Adding Machines or Instances

Material
2026-11-06 02:00 GMT+8

Bruno Tafur and Tushar Madan of Databricks published an extension guide for application builders in November 2026, discussing how to maintain fast response times and high availability as a Databricks App grows from a few users to hundreds or thousands. The core judgment of the article is that the intuitive answer 'add more compute resources' is only effective once you know where requests spend their time and whether the application itself is built to scale.

The authors divide the scaling process into four stages: design, build, test deployment, and operations. In the architecture design stage, the most critical decision is dividing application state into two categories. Soft state is temporary working data, such as in-memory context, caches, and ongoing work, which can be rebuilt from hard state if lost; hard state consists of business records, checkpoints, and user preferences, which must be persisted in Lakebase or Unity Catalog tables so that any instance can recover the session. This classification determines whether horizontal scaling is truly feasible—if session state exists only in memory, users will lose their work when instances restart or migrate.

The article provides a specific retailer scenario to demonstrate load estimation: during the busiest hour of Black Friday, 200 out of 2,000 store managers are using an inventory query app simultaneously, with each performing two queries per minute, each executing three SQL statements. The result is 1,200 statements per minute, averaging 20 per second. The authors emphasize that this estimates query rate rather than concurrency; testing needs to validate burst traffic and growth, and database connections should be budgeted separately.

Regarding connection budgeting, the article provides an actionable formula: when each worker maintains a connection pool, the upper limit of connections is the number of instances multiplied by the number of workers per instance multiplied by the maximum pool size. For example, with five instances, eight workers each, and a pool limit of ten, up to 400 connections can be opened. After adding other clients and connections opened on behalf of users, this total must be compared against database documentation limits, leaving headroom for deployments. For scenarios requiring queries to Lakebase on behalf of users, each user requires an independent Postgres role, and Lakebase limits branches to 500 roles; adding instances does not change this upper limit.

The core recommendation for the build phase is to use asynchronous code. Most applications spend time waiting for external services—SQL queries, model calls, and external APIs. Blocking calls occupy an execution slot for the duration of the wait, meaning a few slow calls can exhaust capacity. When handlers await model and database calls, one worker can continue serving other requests while waiting. The article also recommends using asyncio.gather or Promise.all to launch independent queries in parallel, making request latency close to that of the slowest query rather than the sum of all queries, while limiting parallelism to avoid overwhelming the backend.

Sources:Databricks

Research

Airbnb Plans to Launch Custom AI Travel Agent in First Half of 2027, Raises Revenue Guidance

Material
2026-11-06 06:40 GMT+8

Online travel platform Airbnb announced in its third-quarter shareholder letter and earnings call that its custom-built AI travel agent is scheduled to launch for consumers in the first half of 2027. This timeline is more specific than previous vague references to "sometime next year," marking a key step in Airbnb's AI productization strategy.

CEO Brian Chesky emphasized that the agent is not a traditional text-heavy chatbot but is built around the concept of "generative UI." Chesky noted that travel planning is aspirational and visual-dependent, with 80% of travelers enjoying the research process. Consequently, the agent will compose hundreds of travel-specific interface components—such as maps, photos, comparisons, calendars, and itineraries—in real time based on user queries, rather than simply responding with text.

Beyond booking, Airbnb stated the agent will assist with other aspects of the trip, including changing reservations, resolving payment issues, handling refunds, and providing 24-hour safety support. The company argues that these deeply integrated services create a barrier that external general-purpose AI agents cannot easily replicate.

The product roadmap update coincided with strong financial results. Airbnb reported third-quarter revenue up 19% year-over-year to $4.87 billion, beating Wall Street estimates. Based on this performance, the company raised its full-year 2026 revenue growth forecast from "mid-teens" to "high teens." Chesky stated, "Airbnb is back in growth mode," noting that Q3 was the company's fastest revenue growth in more than three years.

For investors, the explicit 2027 launch timeline and unique "generative UI" architecture provide concrete anchors for evaluating Airbnb's AI strategy execution. However, actual market reaction and user adoption remain unverified until the product launches, and the specific impact on conversion rates or long-term competitive dynamics cannot yet be quantified.

Sources:TechCrunch

Research

Memrise Co-founder Ed Cooke’s AI Tutor Startup Mindmax Raises $3.3M Pre-Seed

Topic · MindmaxQuick take
2026-11-05 17:00 GMT+8

AI edtech startup Mindmax has raised $3.3 million in a pre-seed round led by Concept Ventures, with participation from Redrice Ventures, Daybreak Ventures, and Lerer Hippeau. Angel investors include Maria Raga, former CEO of Depoplo, and Torsten Reil, co-founder of defense AI company Helsing.

Founded by Memrise co-founders Ed Cooke and Daniel Zohar, Mindmax offers an AI tutor for professional exam preparation and upskilling. The app is currently live globally on the App Store and Play Store. The company positions its product as a solution to 'cognitive surrender,' a term describing the tendency to rely too heavily on AI at the expense of active thinking.

Unlike one-way video lessons, Mindmax emphasizes real-time interaction, allowing users to interrupt, ask questions, or steer the lesson. The founders claim that combining Memrise's memory techniques with large language models improves information retention. The eight-person team is based in Paris, Latvia, London, and India. While the company asserts its interactive approach outperforms traditional teaching, it has not yet published error rates or independent validation results.

Sources:Tech Funding News

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Kumar describes the next step goal as an 'autopilot operations org'—where AI takes on more support work around frontline teams—and 'trainer in your pocket'—extending personalized guidance to a scale human coaches cannot cover. His core argument can be summarized as: software has been democratized, and organizations need supporting mechanisms to let this capability truly flow, rather than stopping at the issuance of tool licenses.

Regarding graceful shutdown, Databricks sends SIGTERM upon redeployment, followed by SIGKILL if the application has not exited within 15 seconds. This window is intended for saving final checkpoints, but the authors emphasize that important work should already be saved during normal operation. For FastAPI applications, it is recommended to set Uvicorn's --timeout-graceful-shutdown to below 15 seconds (e.g., 10 seconds) to prevent long-running requests from consuming checkpoint time.

In the test deployment phase, the authors recommend using tools like Locust to perform load tests with real user journeys at expected peak levels, gradually increasing concurrent users until throughput no longer increases or latency and error rates exceed targets. The article lists a decision table to help select instance specifications: if requests are slow but application CPU usage is low, it indicates waiting on the backend, so queries or connection pools should be fixed before adding compute; if CPU is near the limit and the server runs multiple workers, upgrading to Large is appropriate; for single-process applications (such as Streamlit or default-configured AppKit), when CPU is near the limit, adding instances rather than upgrading specifications is better, because larger instances are only useful if the application can utilize the additional cores.

The operations phase suggests keeping telemetry enabled, wrapping SQL, model, and API calls with custom spans to locate time consumption, and tracking individual user requests across instances via traces and request IDs. When slow requests occur, the article provides a symptom-to-cause comparison table: slow first requests after idle periods point to cold starts; CPU or memory near the limit points to the application itself being the bottleneck; database connection timeouts point to pool contention or long transactions.

The key premise of the entire method is that application compute is responsible only for serving the UI and coordinating calls, while heavy lifting is delegated to specialized services. Long-running work should be placed in background tasks, allowing the UI to poll for status or receive streaming updates, rather than keeping a request hanging indefinitely. If the application needs to run code written by users or generated by agents, it should be placed in the Databricks Sandbox isolated environment, ensuring its CPU and memory consumption do not affect the instances serving users.