The Week · May 25 to May 31

Cognition raises $1B at $26B post-money, ARR now $492M, enterprise usage up 50% MoM for 6 months running

44 stories across 5 briefings. The headline is from Thu, the busiest day.

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Mon 25
Pope Leo XIV's Magnifica Humanitas released today — calls to "disarm" AI, bans on autonomous lethal decisions, presented with Anthropic's Chris Olah
Anthropic to close ~$30B funding round at $900B+ pre-money valuation as early as this week — surpasses OpenAI
DeepSeek makes 75% V4-Pro discount permanent — AI token price war escalates
Tue 26
Anthropic publishes Mythos Preview OSS scan: 23,019 potential vulnerabilities across 1,000+ projects, including a working autonomous exploit for wolfSSL's certificate-forgery bug (CVE-2026-5194)
Anthropic shifts Mythos posture from "no public release" to "wider release once safeguards are ready"
Patching is now the bottleneck: only 97 of 1,596 publicly disclosed Mythos-found OSS bugs have shipped fixes
Thu 28
Cognition raises $1B at $26B post-money, ARR now $492M, enterprise usage up 50% MoM for 6 months running
Gemini Interactions API: new steps schema is the default as of May 26; legacy outputs schema is removed June 8
Claude Code v2.1.149–152 ships a PowerShell permission-bypass fix and a per-category /usage breakdown
Fri 29
Anthropic closes a $65B Series H at a $965B post-money valuation — now the most valuable private AI company, ahead of OpenAI and xAI
IBM and Red Hat commit $5B to "Project Lightwell," an AI-powered clearinghouse to find and fix open-source vulnerabilities at scale
OpenAI publishes its Frontier Governance Framework, mapping safety/security practices to California's Transparency in Frontier AI Act and the EU AI Act GPAI Code of Practice
Sun 31
Anthropic ships Claude Opus 4.8 with "Dynamic Workflows" — Claude Code can now orchestrate up to 1,000 parallel subagents
OpenClaw agent framework hit by a one-click RCE (CVE-2026-25253, CVSS 8.8) and a poisoned skill registry — ~12% of ClawHub skills found malicious
Dell's AI server revenue jumps 757% YoY to $16.1B; stock posts its best day ever (+32%), FY27 AI-server guidance raised to $60B

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Trending 13 stories · +9 vs last week
Agents 8 stories · +7 vs last week
Open Source 7 stories · +5 vs last week
Infra 6 stories · +6 vs last week
Policy 2 stories · +1 vs last week