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Millennium Prize math problem solved by AI, Terence Tao says the entire discipline is facing a crisis

A New Yorker feature documented the shockwaves AI brought to the pure mathematics community in 2026: OpenAI announced it had cracked the Navier-Stokes existence and smoothness problem, models such as GPT-5.2 Pro and Claude Fable 5 successively solved multiple Erdős problems and the Jacobian conjecture, and in early October OpenAI released new results on 372 unsolved math problems. Terence Tao and 25 other Fields Medalists jointly published an open letter warning that problem-solving and insight are becoming decoupled, that a flood of AI papers lacking derivation details is overwhelming journals, and that graduate student training has also been hit because AI can solve medium-level problems in a few hours. The report also mentioned that Anthropic refused to disclose the derivation process for a new solution to the Hadamard matrix problem, as well as the dispute between OpenAI and New York University professor Buckmaster over priority and authorship regarding the Navier-Stokes problem.

Paid Morning Brief: Apple Intelligence to Launch in China with iOS 27.3, Claude Code Plugin Found with Implanted Backdoor

Apple announced that core Apple Intelligence features will be rolled out to Chinese users in December with the official release of iOS 27.3, with developer testing opening first on November 4, and confirmed a partnership with Alibaba to integrate the Qwen large model to provide support for Siri, writing tools, and more. A Claude Code plugin (version 2.1.313) in the Cursor extension marketplace that falsely used Anthropic's official name was listed for about 11 hours, affecting as many as 5,000 developers, and attempted to implant a persistent SSH backdoor. Anthropic said its internal systems and official distribution channels were not compromised.

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.

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.

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.

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.

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.

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.

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.

Every livestream giveaway: $20,000 in AI credits

Dan Shipper announced that viewers of Every's Thesis: 2027 livestream will receive a total of $20,000 in partner credits and perks from Notion, Anthropic, and OpenAI; register for the livestream to enter the giveaway.

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.

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.

Chinese labs shift distillation target from Claude to OpenAI's GPT-6 Astra

According to The Information, Chinese labs have shifted their model distillation target from Claude to OpenAI's GPT-6 Astra. Anthropic said this month that stricter restrictions, account bans, and proxy network blocking reduced the volume of data it collected from Claude by 90% to 99%.

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.