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Friday

  1. 36Kr · AI

    Who Is Really Eating the AI Dividend: Looking at Profit Distribution Through Tech Giants' Financial Reports

    The article reviews the latest financial reports of tech giants such as Meta, Amazon, and Google, noting that AWS revenue grew 39% year-over-year, but the group's free cash flow over the past 12 months turned negative at -$42.4 billion, and Alphabet's stock price fell 12.64% in a single day. Anthropic's prospectus shows revenue of $16.286 billion in the first half of 2026, a year-over-year increase of 1300%; compute and infrastructure costs during the same period reached $8.945 billion, and it signed minimum purchase commitments totaling $269.4 billion with Google, Amazon, and Microsoft. In a McKinsey survey, 80% of respondents said AI improved work efficiency, but only 37% believed AI made a positive contribution to corporate EBIT.

    revenue grew 39% year-over-year, but the group's free cash flow over the past 12 months turned negative at -$42.4 billion, and Alphabet's stock price fell 12.64% in a single day. Anthropic's prospectus shows revenue of $16.286 billion in the first half of 2026, a year-over-year increase of 1300%; compute and infrastructure costs during the same period reached $8.945 billion, and it signed minimum purchase commitments totaling $269.4 billion with Google, Amazon, and Microsoft. In a McKinsey surv

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  2. Unite.AI

    Cursor Discloses Malicious Claude Code Extension in Marketplace Attempting to Plant SSH Backdoor

    On October 29, 2026, Cursor disclosed that a maliciously tampered version 2.1.313 of the Anthropic.claude-code extension appeared in its VS Code extension Marketplace. The package was not developed by Anthropic and attempts to install a persistent SSH backdoor, affecting up to 5,000 users. This version was downloadable on that day from approximately 2:27 to 13:35 (Pacific Time). It collects host and user information, writes the attacker's SSH public key into authorized_keys, and establishes a reverse tunnel, while also achieving persistence through a LaunchAgent or scheduled task. Cursor has removed the version, shut down and rebuilt the Marketplace, and published indicators including hashes and IP 134.209.82.225, as well as cleanup scripts for macOS and Windows.

    On October 29, 2026, Cursor disclosed that a maliciously tampered version 2.1.313 of the Anthropic.claude-code extension appeared in its VS Code extension Marketplace. The package was not developed by Anthropic and attempts to install a persistent SSH backdoor, affecting up to 5,000 users. This version was downloadable on that day from approximately 2:27 to 13:35 (Pacific Time). It collects host and user information, writes the attacker's SSH public key into authorized keys, and establishes a re

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  3. Sina Tech

    360's Tulongfeng achieves a 99.4% success rate and tops the CyberGym vulnerability reproduction evaluation

    360 Group's self-developed AI security attack and defense system Tulongfeng topped the CyberGym benchmark test with a 99.4% vulnerability reproduction success rate, competing on the same leaderboard with models and agents from vendors including OpenAI, Anthropic, and Google. The evaluation covers 1,507 tasks, and Tulongfeng's success rates across three independent evaluation rounds were 99.27%, 99.47%, and 99.40%, averaging 99.38%. 360 states that Tulongfeng has discovered more than 15,000 vulnerabilities in total, and more than 500 enterprises have already integrated the system to conduct security testing.

    ng topped the CyberGym benchmark test with a 99.4% vulnerability reproduction success rate, competing on the same leaderboard with models and agents from vendors including OpenAI, Anthropic, and Google. The evaluation covers 1,507 tasks, and Tulongfeng's success rates across three independent evaluation rounds were 99.27%, 99.47%, and 99.40%, averaging 99.38%. 360 states that Tulongfeng has discovered more than 15,000 vulnerabilities in total, and more than 500 enterprises have already integrate

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  4. CursorSelected

    Tampered Claude Code extension appears in Cursor extension marketplace, affecting up to 5,000 users

    Cursor said that a tampered Claude Code VS Code extension appeared in its IDE extension marketplace, affecting up to 5,000 users; the malicious version was not developed by Anthropic. Cursor took down the extension marketplace the same day, worked with relevant service providers to remove the malware, and after confirming there was no further risk, restored it online and required all users to upgrade to Claude Code for VS Code version 2.1.314.

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  5. Phoenix Technology

    Who Is Really Eating the AI Dividend?

    Combining the latest financial reports from giants such as Amazon, Google, and Meta with surveys from multiple institutions, the article sorts out how the AI dividend is distributed among leading model companies, upstream chip and cloud vendors, enterprises adopting AI, and ordinary workers. Anthropic's prospectus shows revenue of $16.286 billion in the first half of 2026, up 1,300% year over year, but compute and infrastructure costs reached $8.945 billion, accounting for 55% of revenue. In a McKinsey survey, 80% of respondents said AI improved efficiency, while only 37% believed AI made a positive contribution to their company's EBIT.

    stitutions, the article sorts out how the AI dividend is distributed among leading model companies, upstream chip and cloud vendors, enterprises adopting AI, and ordinary workers. Anthropic's prospectus shows revenue of $16.286 billion in the first half of 2026, up 1,300% year over year, but compute and infrastructure costs reached $8.945 billion, accounting for 55% of revenue. In a McKinsey survey, 80% of respondents said AI improved efficiency, while only 37% believed AI made a positive contri

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  6. CNBC Technology

    Microsoft plans to issue $25 billion in bonds to support AI infrastructure expansion

    Microsoft announced on Thursday that it plans to issue $25 billion in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed positive free cash flow, while Alphabet's free cash flow was negative for the second consecutive quarter, and Meta and Amazon also reported negative free cash flow this week; Oracle announced a new $10 billion bond issuance plan the same day.

    in bonds, using its S&P AAA rating to finance infrastructure expansion. Management has set a 2026 capital expenditure target of $170 billion to meet demand from customers such as Anthropic and OpenAI. The company said the net proceeds will be used for general corporate purposes, which may include working capital, capital expenditures, share repurchases, acquisitions, and repayment of existing debt. The offering is expected to close on November 4. Microsoft's earnings report on Wednesday showed

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  7. Dan Shipper

    Every's Thesis 2027 event is sold out and moving to a free livestream

    Tickets for Every's Thesis 2027 event are sold out, but the online livestream can be watched for free. The livestream takes place next Thursday and features conversations with Josh Miller, Ivan Zhao, AJ Ambrosino, and others; the Every team will also host hands-on sessions on writing, engineering, and collaborating with agents. Viewers who join the livestream have a chance to receive $20,000 in credits and benefits from partners such as Anthropic, Notion, and OpenAI. Even existing Every subscribers need to register separately.

    event are sold out, but the online livestream can be watched for free. The livestream takes place next Thursday and features conversations with Josh Miller, Ivan Zhao, AJ Ambrosino, and others; the Every team will also host hands-on sessions on writing, engineering, and collaborating with agents. Viewers who join the livestream have a chance to receive $20,000 in credits and benefits from partners such as Anthropic, Notion, and OpenAI. Even existing Every subscribers need to register separately.

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  8. Ethan Mollick

    Ethan Mollick criticizes X's reply algorithm for prioritizing AI spam replies

    Ethan Mollick says that under every one of his posts there are a large number of obvious AI spam replies; worse still, when real people (for example, employees of Anthropic) respond to the questions he raises, the reply algorithm does not prioritize showing these real human replies. He believes this can no longer be considered social media.

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  9. Claude Devs

    Claude API request limit raised to 128 MB

    Anthropic has raised the maximum request size for Messages and Token Counting on the Claude API from 32 MB to 128 MB, saying that long-running computer-use sessions and image-heavy requests such as large PDFs previously hit the 32 MB limit while the context window still had room to spare. Thread addendum: for requests with more than 20 images, the per-image limit is raised from 2000 px to 3000 px; the 128 MB limit applies only to the first-party Claude API, and calls made through cloud platforms are capped between 20 and 32 MB.

    Anthropic has raised the maximum request size for Messages and Token Counting on the Claude API from 32 MB to 128 MB, saying that long-running computer-use sessions and image-heavy requests such as large PDFs previously hit the 32 MB limit while the context window still had room to spare. Thread addendum: for requests with more than 20 images, the per-image limit is raised from 2000 px to 3000 px; the 128 MB limit applies only to the first-party Claude API, and calls made through cloud platforms

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  10. Artificial Analysis

    Artificial Analysis releases Intelligence Index v5 and Progress…

    Artificial Analysis released Intelligence Index v5 and the new Progress Index in San Francisco. Intelligence Index v5 adds two benchmarks and three upgrades, increases the weighting of agentic coding and science, and for the first time makes most of the index based on private test sets or held-out answers. The Progress Index uses item response theory to estimate a general capability score for each model across dozens of evaluations measured over time, including evaluations that have been retired or excluded from the Intelligence Index. It builds on prior work by Epoch AI Research and Anthropic, placing models on a single capability scale. According to the official statement, the Intelligence Index remains the flagship metric for choosing which model to use right now, while the Progress Index is better suited to depicting long-term trends.

    ry to estimate a general capability score for each model across dozens of evaluations measured over time, including evaluations that have been retired or excluded from the Intelligence Index. It builds on prior work by Epoch AI Research and Anthropic, placing models on a single capability scale. According to the official statement, the Intelligence Index remains the flagship metric for choosing which model to use right now, while the Progress Index is better suited to depicting long-term trends.

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Wednesday

  1. CNBC TechnologySelected

    Google adjusts its cloud business strategy, selling TPUs externally through partners such as Oracle

    Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

    oogle's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.

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  2. Arena

    Arena analyzed 20,869 records: three major differences among frontier coding agents

    Based on 20,869 traces from Agent Arena: Code, Arena compared the user complaint signals for five top-tier models from Anthropic and OpenAI against other agents, and found that frontier models differ most noticeably along three dimensions. Complaints about failure-repair loops were 6.9 percentage points lower, and complaints about ignoring project context were 1.9 percentage points lower; complaints about design issues were 6.4 percentage points lower, and complaints about producing usable results were 5.8 percentage points lower. Complaints about instruction following, task completion, and breaking existing code were 5.6, 4.9, and 4.5 percentage points lower, respectively.

    Based on 20,869 traces from Agent Arena: Code, Arena compared the user complaint signals for five top-tier models from Anthropic and OpenAI against other agents, and found that frontier models differ most noticeably along three dimensions. Complaints about failure-repair loops were 6.9 percentage points lower, and complaints about ignoring project context were 1.9 percentage points lower; complaints about design issues were 6.4 percentage points lower, and complaints about producing usable resul

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Thursday

  1. Boris Cherny

    Utah Pilots Claude Code Across 10 Agencies with Strong Results

    Boris Cherny cited the news that Anthropic reached a OneGov agreement with the U.S. General Services Administration (GSA) to offer Claude discounts to government agencies, and noted that Utah provided Claude Code to 34 developers across 10 state agencies: 80% had a working environment set up within 30 minutes, and by the end of the four-week pilot, 71% reported saving more than 20 hours.

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  2. Yuchen Jin

    Is Google entering another regression cycle: Gemini 4 Carbon tops Artificial…

    Yuchen Jin asks whether Google is entering another regression cycle, saying that Google's new model Gemini 4 Carbon surpasses Opus 5.5 and GPT-6 Astra on most benchmarks and ranks first on the Artificial Analysis Intelligence Index v5. He also mentioned watching whether this performance can shake Anthropic's IPO.

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  3. Artificial AnalysisSelected

    Artificial Analysis tests GitHub Copilot Fusion: $5.59 cost per task…

    In Coding Agent Index v2.0, Artificial Analysis benchmarked GitHub Copilot's Copilot Fusion, which costs $5.59 per task, compared with $11.42 for Claude Code with Opus 5.5 (max), while performing only 2 points lower. Copilot Fusion is a runtime orchestration system that selects and coordinates among Anthropic and OpenAI models such as Claude Opus 5.5, Claude Sonnet 5.5, GPT-6 Astra, and GPT-6 Sol. It leads on Terminal-Bench 4.0 with a score of 71, ranks third on FrontierCode with 51 points, and uses 7.2M tokens per task, about half that of Opus 5.5 in Claude Code.

    ilot's Copilot Fusion, which costs $5.59 per task, compared with $11.42 for Claude Code with Opus 5.5 (max), while performing only 2 points lower. Copilot Fusion is a runtime orchestration system that selects and coordinates among Anthropic and OpenAI models such as Claude Opus 5.5, Claude Sonnet 5.5, GPT-6 Astra, and GPT-6 Sol. It leads on Terminal-Bench 4.0 with a score of 71, ranks third on FrontierCode with 51 points, and uses 7.2M tokens per task, about half that of Opus 5.5 in Claude Code.

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