AI News Brief | 2026-05-25
今日亮点:Google 发布 Gemini 3.5,DeepSeek 永久降价 75%,Anthropic 估值超 OpenAI,TrapDoor 攻击利用 AI 助手配置,微软称 AI 成本高于人工工资。
AI Industry Overview
- Gemini 3.5 Launches: Google has released its new Gemini 3.5 model, emphasizing "cutting-edge intelligence + action capability." The Gemini app has also been upgraded with more intelligent agent features, offering proactive assistance around the clock. Developers can now build managed agents via the Gemini API. Gemini 3.5 Release | Agentic App
- Claude Code Discovers AI Scaling Algorithm: Researchers enabled Claude Code to autonomously discover AI scaling algorithms that humans might not have designed, showcasing the potential of autonomous agents in scientific exploration. The Decoder
- AI Cost vs. Human Labor Cost: A Microsoft report indicates that in certain scenarios, AI usage costs have surpassed human wages, posing real economic challenges for enterprises. Fortune
- TrapDoor Supply Chain Attack: A coordinated attack targeting npm, PyPI, and Crates.io injected manipulated
CLAUDE.mdand.cursorrulesfiles into open-source projects, causing AI assistants to unknowingly execute malicious commands—marking the first time AI assistants have become an attack vector. X/@kimmonismus - Anthropic Raises Over $300 Billion: Reports suggest Anthropic will complete a funding round exceeding $300 billion as early as next week, achieving a valuation over $900 billion, surpassing OpenAI. Projected Q2 revenue is expected to reach $10.9 billion, potentially marking its first profitable quarter. IT之家
- AI Replacing Entry-Level Jobs: A study by Oliver Wyman shows 74% of CEOs have frozen or reduced hiring, with the tech sector hardest hit by AI-driven job displacement, especially in entry-level roles. IT之家
- Other Industry Updates: Fujitsu develops self-evolving multi-agent technology; Alibaba's AI model autonomously optimized chip code for 35 hours; DeepMind partners with Singapore to accelerate scientific discovery; Mistral AI acquires physics AI startup Emmi AI; NVIDIA launches Nemotron diffusion language model; ModelBest (MB) open-sources a 1.58-bit edge-side large model trained on Ascend; StepAudio 2.5 real-time speech model launched.
Tool-Specific Updates
ChatGPT
OpenAI brings ChatGPT to PowerPoint with a new Add-In, enabling voice interaction with slides. Yahoo Tech A changelog was also published, reflecting ongoing UX improvements.
Claude
Anthropic advises developers to shorten patch cycles due to a vulnerability in Claude Mythos. Microsoft begins restricting internal use of Claude Code due to soaring AI costs, highlighting real cost pressures in enterprise AI adoption. TechAU | Storyboard18
Claude Code
Claude Code 2.1.147 transforms agent workflows into infrastructure, enabling more efficient automation. MIT Technology Review comments: “Whether you like it or not, Claude Code reveals the future of programming.” JoinNextDev | MIT Tech Review
Cursor
Cursor launches Composer 2.5, optimized for long-running AI coding tasks at lower cost. It also introduces a Python SDK, turning agent programming into programmable infrastructure. Bloomberg reports SpaceX plans to acquire Cursor 30 days after its IPO. The Indian Express | Bloomberg
DeepSeek
DeepSeek makes its 75% discount on the flagship V4 Pro model permanent, with output token prices at least 34x lower than GPT-5.5. Rumors suggest an upcoming "DeepSeek Code" to compete directly with Claude Code and OpenAI Codex. The Decoder | The Decoder - Code
Devin
Cognition adds Windows support, automated testing, and Incident Management auto-classification to the Devin AI platform, while expanding into Android app development. TipRanks
Doubao
ByteDance launches Doubao Large Model 2.5, supporting up to 10 million tokens context length and offered free of charge. Doubao also begins monetization and organizes its Agent ecosystem, moving toward an "action-oriented era." 36kr | bavschool
ElevenLabs
ElevenLabs partners with music creation platform Splice to develop "next-generation AI-powered creative tools," while Spotify uses it for its AI audiobook creation tool. MusicTech | skrew.ai
Flux
CRAISEE, the all-in-one AI creative platform developed by Flux AI Asia, launches globally, aiming to provide end-to-end AI creative solutions. Campaign Brief Asia
Gemini
In addition to launching Gemini 3.5, the Gemini app has been redesigned to be smarter and more agent-like. The Verge reports: “Gemini is getting a redesign and smarter new models.” The Verge
GitHub Copilot
GitHub Copilot introduces automatic model selection in VS Code, routing tasks to the most suitable model. Gemini 3.5 Flash and GPT-5.3-Codex are now base models for the general and enterprise editions, respectively. GitHub Changelog | GitHub Changelog - Gemini
Kimi
Kimi releases WebBridge, an open-source tool allowing AI agents to control browsers while keeping data local—effectively becoming a local browser operator. Decrypt
Kling
Kling AI collaborates with directors from China, the U.S., and South Korea at Cannes, setting a global benchmark for AI-powered film industrialization. Kuaishou introduces an 800-million-yuan revenue-sharing and GMV co-sharing mechanism to reduce short-form drama production costs. Sina Finance | TMTPost
Metaso
36kr interviews Metaso Writing Cat, discussing how Grammarly is being replaced by ChatGPT and how Metaso has launched a Chinese-language version of ChatGPT called "Chat Writing Cat" based on its proprietary large model. 36kr
Midjourney
Midjourney releases its 15th newsletter, covering community updates and feature developments. Medium
Notion AI
Notion launches Developer Platform 3.5, transforming workspaces into AI agent hubs and providing administrators with custom agent control features. TechCrunch
Perplexity
Perplexity partners with EBSCO to ground AI answers in peer-reviewed research. It also updates the Comet AI browser and launches "Computer," bringing data science capabilities to every team. PRNewswire | Perplexity Blog
Pika
Pika integrates MCP, enabling video generation via Pika agents within Claude. Version 2.2 also adds Scene Director, sound design, and API updates. mcp.directory | Crazyrouter
Qwen
Alibaba’s Qwen app, PC client, and web version integrate the latest Qwen3.7-Max model, which leads in both agent and multimodal performance. TCTi | AIpuzi
Sora
OpenAI shuts down its AI video app Sora and cancels its $1 billion partnership with Disney. Detailed discontinuation information is available on the official help center. BBC News | OpenAI Help
v0 by Vercel
Vercel launches a new v0 with permission modes (auto, ask, full), and details how to turn v0 into an efficient coding agent. Vercel Blog
Windsurf
Cognition (Devin’s developer) acquires the Windsurf team and technology, while re-establishing ties with Anthropic. Windsurf also publishes its May update log. xix.ai
Aider
Aider rolls out automated accounting period-close functionality for all U.S. customers. Users report improved experiences switching from mandatory Claude usage to Aider. XDA Developers
ChatGLM
Zhipu AI initiates IPO preparations with a valuation exceeding $2 billion, becoming one of the first among China’s “six small tigers” large model startups to go public. Its GPT-4o-like product is already integrated into apps like Zuoyebang and Xiaohongshu. 36kr
Cline
Cline upgrades its SDK for enhanced agent runtime and rebuilds Cline based on it. CLI versions v3.0.11 and v3.0.13 are also released, improving performance and stability. Cline Ghost
Cody
Sourcegraph adds multiple new AI model options for Cody Enterprise. CodeWords raises $9 million to deploy proactive AI business agent Cody across European SMEs. Sourcegraph Changelog | The AI Insider
Consensus
Consensus launches Research Agent, leveraging GPT-5 and Responses API to reduce weeks of research to minutes. LinkedIn | OpenAI
Continue
Articles discuss budget constraints behind Microsoft’s restriction on Claude Code, and note OpenAI Codex being named a leader in enterprise AI coding agents by Gartner. Startup Fortune