PROMIT NOW · ALL SIX LENSES · 2026-03-24

◆ DAILY BRIEFING

Tuesday, March 24, 2026

6 angles · 223 sources · 8,942 words · ~44 min end to end

  1. Engineer 38 sources · 7 min

    Your vulnerability scanner just became the vulnerability.

    Your CI pipeline is under active attack (Trivy backdoored with encrypted C2, Cargo crate CVE patching March 26, 42% of OpenClaw skills malicious), your AI-assisted code has blind spots your review pro…

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  2. Security 36 sources · 7 min

    Your vulnerability scanner is backdoored and your identity infrastructure has an unauthenticated RCE — both confirmed this week.

    Your vulnerability scanner (Trivy) has been backdoored with encrypted C2 since March 19, your identity platform (Oracle IM) has an unauthenticated RCE with an emergency patch, AI cyberattack capabilit…

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  3. Data Science 38 sources · 8 min

    Four MoE model releases landed simultaneously — Mistral 119B (4/128 experts active, Apache 2.0), Nemotron-Cascade 2 (30B/3B active), Nemotron 3 Super (120B/12B active), and Flash-MoE streaming 397B from SSD on a MacBook — while MiniMax M2.7 undercuts Claude Opus 4.6 by 50x on input pricing at 90% quality.

    The LLM market bifurcated into a 50x price gap this week while four MoE models proved extreme sparsity is the winning inference pattern — but the agent ecosystem those models power is 42% malicious on…

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  4. Product 38 sources · 8 min

    AI agents have quietly become your majority user on key product surfaces — Hex reports agents creating more cells than humans, Mintlify confirms agents read docs more than humans, Tally gets 25% of new signups from ChatGPT alone, and Imperva's 2025 report puts automated traffic at 51% of all web activity.

    Your product now serves two user bases — humans and AI agents — and the agent base is growing faster, converting differently (25% of Tally signups come from ChatGPT), and operating through an ecosyste…

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  5. Leader 37 sources · 7 min

    Anthropic has captured 40% of enterprise AI spending versus OpenAI's 27% — a complete power inversion — while Claude Code hit $2.5B+ ARR overtaking Cursor, and Meta quietly chose Anthropic's Claude over its own LLaMA for mission-critical internal tools.

    The enterprise AI power map inverted this quarter — Anthropic now commands 40% of spending versus OpenAI's 27%, Claude Code hit $2.5B+ ARR, and Meta chose Anthropic over its own models for internal to…

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  6. Investor 36 sources · 7 min

    Anthropic captured 40% of enterprise AI spend while OpenAI cratered to 27% — the first market-share inversion in the AI platform war — as the $5.5B AI coding market reveals model-makers devouring tool-builders (Claude Code $2.5B ARR, Cursor $2B and losing customers, Codex $1B).

    Enterprise AI just had its market-share inversion — Anthropic flipped OpenAI (40% vs 27%), the $5.5B coding market proves model-makers devour tool-builders, a16z declared software's comfortable middle…

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