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Sunday, May 31, 2026

AI Daily

Your Automated Intelligence Briefing

Geopolitics

Washington Says America Is Winning. Developers Keep Routing to Beijing.

The Treasury Secretary called China "substantially trailing" the United States in AI on the same day OpenRouter data showed Chinese open-weight models taking the majority of developer token traffic. Both claims can be true at once, and that split is the whole point.

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Industry

Microsoft Is About to Compete With Its Own Best Supplier

Microsoft will unveil a homegrown coding model at Build next week, the clearest sign yet that its OpenAI partnership no longer covers its biggest weakness: its own engineers preferred Anthropic's Claude Code. Now those engineers are being pushed back onto Copilot just as the in-house model arrives.

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Security

IBM Puts $5 Billion Behind an Open Source Clearinghouse It Hopes Will Outrun the Attackers

IBM and Red Hat are deploying 20,000 engineers and AI tooling to triage open source vulnerabilities for the world's biggest banks. The reason it exists now is that Anthropic's Mythos model just found 3,900 critical flaws on its own. The patches will reach paying enterprises first.

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