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According to monitoring by Dongcha Beating, OpenAI's Chief Revenue Officer Denise Dresser has been aggressively advancing enterprise-level commercialization since joining the company last December. She has taken over the partnership and advertising negotiation business previously managed by former COO Brad Lightcap. In external competition, rival Anthropic completed a new funding round on Thursday with a valuation of $900 billion, surpassing OpenAI's current valuation of $730 billion for the first time, intensifying the competition between the two large model giants in the enterprise market. To accelerate the capture of corporate budgets, Dresser is rapidly assembling a large 'Salesforce and Slack team' within OpenAI. Former Slack Chief Customer Officer Peter Doolan joined in April as the Global Head of AI Transformation, and former ServiceNow Chief Marketing Officer and Salesforce Senior Vice President Colin Fleming also joined this month as Chief Marketing Officer for commercial business. Additionally, the team has brought in at least six senior sales and channel executives, including former Google Channel Vice President Colleen Kapase. Under Dresser's leadership, OpenAI has successfully streamlined the chaotic joint sales process in collaboration with Databricks and has signed benchmark clients such as car rental giant Hertz and consulting giant KPMG this year. The clash between the two large model vendors is not only a valuation battle but also a fierce competition of business models and infrastructure. Financial forecasts indicate that OpenAI expects to increase the proportion of enterprise revenue from 40% at the beginning of the year to 50% by the end of 2026; in contrast, over 80% of Anthropic's revenue comes from enterprise clients, achieving high corporate loyalty by focusing on optimizing database connections and long text parsing for commercial scenarios. In an internal memo, Dresser launched a fierce attack on the competitor, accusing Anthropic of limiting computing power purchases as a 'strategic mistake,' leading to frequent product throttling and stability issues, and criticized their marketing narrative as 'built on fear and limitations.'

[OpenAI's Chief Revenue Officer Expands Authority, Leads Salesforce Team Against Anthropic]According to monitoring by Dongcha Beating, OpenAI's Chief Revenue Officer Denise Dresser has been aggressively advancing enterprise-level commercialization since joining the company last December. She has taken over the partnership and advertising negotiation business previously managed by former COO Brad Lightcap. In external competition, rival Anthropic completed a new funding round on Thursday with a valuation of $900 billion, surpassing OpenAI's current valuation of $730 billion for the first time, intensifying the competition between the two large model giants in the enterprise market. To accelerate the capture of corporate budgets, Dresser is rapidly assembling a large 'Salesforce and Slack team' within OpenAI. Former Slack Chief Customer Officer Peter Doolan joined in April as the Global Head of AI Transformation, and former ServiceNow Chief Marketing Officer and Salesforce Senior Vice President Colin Fleming also joined this month as Chief Marketing Officer for commercial business. Additionally, the team has brought in at least six senior sales and channel executives, including former Google Channel Vice President Colleen Kapase. Under Dresser's leadership, OpenAI has successfully streamlined the chaotic joint sales process in collaboration with Databricks and has signed benchmark clients such as car rental giant Hertz and consulting giant KPMG this year. The clash between the two large model vendors is not only a valuation battle but also a fierce competition of business models and infrastructure. Financial forecasts indicate that OpenAI expects to increase the proportion of enterprise revenue from 40% at the beginning of the year to 50% by the end of 2026; in contrast, over 80% of Anthropic's revenue comes from enterprise clients, achieving high corporate loyalty by focusing on optimizing database connections and long text parsing for commercial scenarios. In an internal memo, Dresser launched a fierce attack on the competitor, accusing Anthropic of limiting computing power purchases as a 'strategic mistake,' leading to frequent product throttling and stability issues, and criticized their marketing narrative as 'built on fear and limitations.'

OpenAI's Chief Revenue Officer Expands Authority, Leads Salesforce Team Against Anthropic

According to monitoring by Dongcha Beating, Microsoft plans to unveil several self-developed AI models at its annual Build developer conference in San Francisco next week. To reclaim the AI coding market that has been encroached upon by competitors, Microsoft is focusing on launching self-developed programming models to enhance the competitiveness of GitHub Copilot and counter the market erosion caused by Cursor and Claude Code. In addition to programming models, Microsoft is also planning to introduce various self-developed large models with different parameter specifications, covering vertical tasks such as transcription, reasoning, speech, and image processing. Mustafa Suleyman, CEO of Microsoft AI, has seen his research and development team fail to produce a model that tops mainstream industry rankings in the past two years, making this release a significant test of the team's self-development capabilities. Previously, an exclusive agreement with OpenAI restricted Microsoft's ability to develop human-level AI until April 2026, which limited self-development efforts; it was only after the two companies revised their cooperation terms in April of this year that Microsoft regained its freedom to innovate. In software services, Microsoft has long relied on OpenAI's technology, which is licensed free of charge until 2032, as well as paid procurement of Anthropic models to drive GitHub Copilot and 365 Copilot. The high costs of external procurement have forced Microsoft to raise the prices of some GitHub Copilot packages and impose usage limits on Anthropic models. By distributing lower-cost self-developed models through the Azure cloud platform, Microsoft can offer developers an affordable alternative to Claude, thereby reducing the daily operational costs of AI features in Office software. More importantly, when the free license with OpenAI expires in about six years, self-developed large models will become a key asset for Microsoft to break free from high-priced suppliers and maintain core independence.

[Microsoft to Launch Self-Developed Programming Models Next Week to Counter Cursor and Claude's Encroachment on Copilot]According to monitoring by Dongcha Beating, Microsoft plans to unveil several self-developed AI models at its annual Build developer conference in San Francisco next week. To reclaim the AI coding market that has been encroached upon by competitors, Microsoft is focusing on launching self-developed programming models to enhance the competitiveness of GitHub Copilot and counter the market erosion caused by Cursor and Claude Code. In addition to programming models, Microsoft is also planning to introduce various self-developed large models with different parameter specifications, covering vertical tasks such as transcription, reasoning, speech, and image processing. Mustafa Suleyman, CEO of Microsoft AI, has seen his research and development team fail to produce a model that tops mainstream industry rankings in the past two years, making this release a significant test of the team's self-development capabilities. Previously, an exclusive agreement with OpenAI restricted Microsoft's ability to develop human-level AI until April 2026, which limited self-development efforts; it was only after the two companies revised their cooperation terms in April of this year that Microsoft regained its freedom to innovate. In software services, Microsoft has long relied on OpenAI's technology, which is licensed free of charge until 2032, as well as paid procurement of Anthropic models to drive GitHub Copilot and 365 Copilot. The high costs of external procurement have forced Microsoft to raise the prices of some GitHub Copilot packages and impose usage limits on Anthropic models. By distributing lower-cost self-developed models through the Azure cloud platform, Microsoft can offer developers an affordable alternative to Claude, thereby reducing the daily operational costs of AI features in Office software. More importantly, when the free license with OpenAI expires in about six years, self-developed large models will become a key asset for Microsoft to break free from high-priced suppliers and maintain core independence.

Microsoft to Launch Self-Developed Programming Models Next Week to Counter Cursor and Claude's Encroachment on Copilot

On May 31, the Islamic Revolutionary Guard Corps (IRGC) of Iran reported that a US MQ-1 drone entered Iranian territorial waters in the early hours of the day. The Iranian forces quickly detected it and shot it down using missiles. (Xinhua News Agency)

[IRGC Claims to Have Shot Down US MQ-1 Drone]On May 31, the Islamic Revolutionary Guard Corps (IRGC) of Iran reported that a US MQ-1 drone entered Iranian territorial waters in the early hours of the day. The Iranian forces quickly detected it and shot it down using missiles. (Xinhua News Agency)

IRGC Claims to Have Shot Down US MQ-1 Drone

According to monitoring by Beating, The Wall Street Journal revealed that significant interpersonal conflicts arose internally between OpenAI President Greg Brockman and the Amodei siblings (Dario Amodei and Daniela Amodei) before the mass exodus of Anthropic's core team. Brockman, known for his strong and overreaching 'bigfooting' management style, sought to avoid administrative meetings and aimed to spend 80% of his time coding, but often intervened forcefully in team projects without understanding the context, trampling on others' work and drawing numerous complaints from colleagues. Management friction peaked in the early days of OpenAI. Brockman's excessive interference in a project led to a top researcher being marginalized, which infuriated the then project leader and future Anthropic founder Dario Amodei. Amodei then took extreme precautionary measures, directly banning Brockman from intervening in the development of the predecessor project that led to the creation of ChatGPT. This workplace rift not only contributed to Amodei's team's later departure to establish Anthropic but also set the stage for future power struggles. During the Thanksgiving board 'coup' in 2023, one of the core reasons given for co-founder Ilya Sutskever's ousting of Sam Altman was that Altman 'could not control Brockman.' Their personal relationship was equally dramatic. In 2018, Brockman fell in love at first sight with Anna and began dating. Daniela Amodei, now the president of Anthropic, firmly believed they would not last and directly bet Brockman $100, insisting Anna was not his lifelong partner. A year later, the couple married at OpenAI headquarters, where a robotic arm served as the best man and delivered the wedding rings, while Daniela presented a $100 check as promised. After the split between the tech giants, their once-close relationship ultimately shattered. As Ilya Sutskever, who had been inseparable from Brockman, officially left OpenAI at the end of 2024, both parties engaged in extremely painful negotiations to retain each other. Ultimately, Brockman's wife Anna sent a cactus to Sutskever as a final farewell gift, symbolizing the end of an era.

[Past Conflicts Between Anthropic Founder and OpenAI President: Dario Banned Brockman from ChatGPT's Predecessor Development]According to monitoring by Beating, The Wall Street Journal revealed that significant interpersonal conflicts arose internally between OpenAI President Greg Brockman and the Amodei siblings (Dario Amodei and Daniela Amodei) before the mass exodus of Anthropic's core team. Brockman, known for his strong and overreaching 'bigfooting' management style, sought to avoid administrative meetings and aimed to spend 80% of his time coding, but often intervened forcefully in team projects without understanding the context, trampling on others' work and drawing numerous complaints from colleagues. Management friction peaked in the early days of OpenAI. Brockman's excessive interference in a project led to a top researcher being marginalized, which infuriated the then project leader and future Anthropic founder Dario Amodei. Amodei then took extreme precautionary measures, directly banning Brockman from intervening in the development of the predecessor project that led to the creation of ChatGPT. This workplace rift not only contributed to Amodei's team's later departure to establish Anthropic but also set the stage for future power struggles. During the Thanksgiving board 'coup' in 2023, one of the core reasons given for co-founder Ilya Sutskever's ousting of Sam Altman was that Altman 'could not control Brockman.' Their personal relationship was equally dramatic. In 2018, Brockman fell in love at first sight with Anna and began dating. Daniela Amodei, now the president of Anthropic, firmly believed they would not last and directly bet Brockman $100, insisting Anna was not his lifelong partner. A year later, the couple married at OpenAI headquarters, where a robotic arm served as the best man and delivered the wedding rings, while Daniela presented a $100 check as promised. After the split between the tech giants, their once-close relationship ultimately shattered. As Ilya Sutskever, who had been inseparable from Brockman, officially left OpenAI at the end of 2024, both parties engaged in extremely painful negotiations to retain each other. Ultimately, Brockman's wife Anna sent a cactus to Sutskever as a final farewell gift, symbolizing the end of an era.

Past Conflicts Between Anthropic Founder and OpenAI President: Dario Banned Brockman from ChatGPT's Predecessor Development

On May 31, according to monitoring by HyperInsight, as the market rebounded this morning, Maji chose to increase its Ethereum long positions again. As of the time of publication, its holding value has risen to $10.36 million, with a liquidation price of $1993.9, and the current price is less than 2% away from the liquidation price.

[Maji Increases Ethereum Long Positions, Holding Value Reaches $10.36 Million, Less Than 2% from Liquidation Price]On May 31, according to monitoring by HyperInsight, as the market rebounded this morning, Maji chose to increase its Ethereum long positions again. As of the time of publication, its holding value has risen to $10.36 million, with a liquidation price of $1993.9, and the current price is less than 2% away from the liquidation price.

Maji Increases Ethereum Long Positions, Holding Value Reaches $10.36 Million, Less Than 2% from Liquidation Price

According to monitoring by Dongcha Beating, Trajectory, in collaboration with UC Berkeley's Sky Computing Lab and Anyscale, has announced the launch of the open-source multi-LoRA reinforcement learning training platform SkyRL, along with the release of the concurrent training architecture Multi-LoRA Training that supports continuous learning for large models. In traditional large model fine-tuning experiments, developers must individually schedule GPU nodes for each fine-tuning task, frequently loading and unloading the same massive model on servers. For instance, training a giant model with 397 billion parameters traditionally requires multiple sets of computing nodes to repeatedly load hundreds of GB of weight files, resulting in significant waste of computational time and resources. The Multi-LoRA architecture completely eliminates the dilemma of repeated cold starts. The system opts to keep a shared model base online in GPU memory and manages multiple different fine-tuning experiments as lightweight 'adapter modules.' During the training phase, the system serially executes forward and backward propagation by quickly swapping in and out the states of each adapter between the CPU and GPU, thus avoiding the cold start overhead of repeatedly loading the giant base model. Combined with concurrent processing during the inference phase, the overall experimental throughput for multi-tasking is significantly enhanced. Test data shows that, while ensuring no degradation in large model performance, the end-to-end experimental throughput has increased by up to 2.81 times, and the throughput within absolute time on a single node has improved by approximately 3.25 times. The training code is now open-sourced in the SkyRL repository, aiming to assist developers in achieving hourly self-evolution of large models with minimal memory cost through real-time production data.

[Large Model Achieves Hourly Self-Evolution; Open Source SkyRL Concurrent Training Stack Delivers 2.8x Efficiency Boost]According to monitoring by Dongcha Beating, Trajectory, in collaboration with UC Berkeley's Sky Computing Lab and Anyscale, has announced the launch of the open-source multi-LoRA reinforcement learning training platform SkyRL, along with the release of the concurrent training architecture Multi-LoRA Training that supports continuous learning for large models. In traditional large model fine-tuning experiments, developers must individually schedule GPU nodes for each fine-tuning task, frequently loading and unloading the same massive model on servers. For instance, training a giant model with 397 billion parameters traditionally requires multiple sets of computing nodes to repeatedly load hundreds of GB of weight files, resulting in significant waste of computational time and resources. The Multi-LoRA architecture completely eliminates the dilemma of repeated cold starts. The system opts to keep a shared model base online in GPU memory and manages multiple different fine-tuning experiments as lightweight 'adapter modules.' During the training phase, the system serially executes forward and backward propagation by quickly swapping in and out the states of each adapter between the CPU and GPU, thus avoiding the cold start overhead of repeatedly loading the giant base model. Combined with concurrent processing during the inference phase, the overall experimental throughput for multi-tasking is significantly enhanced. Test data shows that, while ensuring no degradation in large model performance, the end-to-end experimental throughput has increased by up to 2.81 times, and the throughput within absolute time on a single node has improved by approximately 3.25 times. The training code is now open-sourced in the SkyRL repository, aiming to assist developers in achieving hourly self-evolution of large models with minimal memory cost through real-time production data.

Large Model Achieves Hourly Self-Evolution; Open Source SkyRL Concurrent Training Stack Delivers 2.8x Efficiency Boost

On May 31, local time May 30, US President Trump stated in an interview aired on Fox News that the US and Iran are close to reaching a 'very good agreement.' Trump also mentioned that we will get a 'better agreement,' which should have been achieved more quickly. However, he indicated that if an agreement cannot be reached, he would ask the 'War Department' (referring to the US Department of Defense) to intervene. Trump stated that if he does not get what he wants, 'we will end it another way.' He also emphasized that by signing an agreement, we can ensure the navigation of the Strait of Hormuz and ensure that Iran does not have nuclear weapons. When discussing the agreement with Iran, Trump stressed that he is not in a hurry. 'If you are in a hurry, you cannot reach a good agreement.' (CCTV News)

[Trump: If US-Iran Agreement Fails, 'War Department' Will Intervene]On May 31, local time May 30, US President Trump stated in an interview aired on Fox News that the US and Iran are close to reaching a 'very good agreement.' Trump also mentioned that we will get a 'better agreement,' which should have been achieved more quickly. However, he indicated that if an agreement cannot be reached, he would ask the 'War Department' (referring to the US Department of Defense) to intervene. Trump stated that if he does not get what he wants, 'we will end it another way.' He also emphasized that by signing an agreement, we can ensure the navigation of the Strait of Hormuz and ensure that Iran does not have nuclear weapons. When discussing the agreement with Iran, Trump stressed that he is not in a hurry. 'If you are in a hurry, you cannot reach a good agreement.' (CCTV News)

Trump: If US-Iran Agreement Fails, 'War Department' Will Intervene

According to monitoring by Dongcha Beating, Weijie Su, an alumnus of Peking University's School of Mathematical Sciences from the class of 2007, a PhD in Statistics from Stanford University, and a full professor at the Wharton School of the University of Pennsylvania, announced on social media platform X that he has officially joined OpenAI during his sabbatical from Wharton. Su stated that he will participate in AI model training upon returning to the Bay Area after ten years. Additionally, after a decade of academic efforts, Su has been officially promoted to full professor in the Department of Statistics and Data Science at the Wharton School. Su has made significant contributions in the fields of statistics, machine learning optimization, and theoretical safety of large language models (LLMs). He received the COPSS Presidents' Award in 2026, one of the highest honors in the international statistics field. The COPSS official commendation highly praised his work in establishing the statistical foundations of generative AI (including watermarking mechanisms for LLMs, human preference alignment, and ranking theory), advancing differential privacy data analysis methods in the 2020 U.S. Census, and foundational contributions to deep learning theory, convex optimization, and high-dimensional statistical inference. In academic research, Su has made several advancements in reshaping the underlying statistics of large models. In watermark detection for large models, he formalized watermarking techniques as statistical hypothesis testing problems and proposed the 'Truncated Goodness-of-Fit Test' (Tr-GoF). Tr-GoF enhances the robustness of watermark detection for modified and trimmed texts without relying on prior knowledge of human editing processes or precise probabilities. Regarding preference alignment (RLHF), Su pointed out that traditional RLHF, based on ranking optimization mechanisms, is prone to 'Preference Collapse,' which overlooks the preferences of minority groups and leads to a homogenized reward distribution across different prompts. To preserve response diversity, the team derived a 'Preference Matching' regularization scheme by solving ordinary differential equations (ODEs), maximizing human rewards while avoiding uniform responses, and explored a game-theoretic perspective of 'Nash Learning Based on Human Feedback' (NLHF) as an alternative to traditional scalar reward alignment. Su graduated with a bachelor's degree from Peking University's School of Mathematical Sciences and is referred to as part of the 'Golden Second Generation' (or 'Platinum First Generation') of Peking University's mathematics department by media and scholars. Compared to the 'Golden Generation' of the class of 2000, known for pure mathematical research (such as Yun Zhiwei, Zhang Wei, and Xu Chenyang), Su and his peers from the class of 2007 exhibit broader interdisciplinary characteristics, expanding the boundaries of mathematics into statistics, data science, and artificial intelligence.

[Weijie Su Joins OpenAI for Model Training and Promoted to Full Professor at Wharton]According to monitoring by Dongcha Beating, Weijie Su, an alumnus of Peking University's School of Mathematical Sciences from the class of 2007, a PhD in Statistics from Stanford University, and a full professor at the Wharton School of the University of Pennsylvania, announced on social media platform X that he has officially joined OpenAI during his sabbatical from Wharton. Su stated that he will participate in AI model training upon returning to the Bay Area after ten years. Additionally, after a decade of academic efforts, Su has been officially promoted to full professor in the Department of Statistics and Data Science at the Wharton School. Su has made significant contributions in the fields of statistics, machine learning optimization, and theoretical safety of large language models (LLMs). He received the COPSS Presidents' Award in 2026, one of the highest honors in the international statistics field. The COPSS official commendation highly praised his work in establishing the statistical foundations of generative AI (including watermarking mechanisms for LLMs, human preference alignment, and ranking theory), advancing differential privacy data analysis methods in the 2020 U.S. Census, and foundational contributions to deep learning theory, convex optimization, and high-dimensional statistical inference. In academic research, Su has made several advancements in reshaping the underlying statistics of large models. In watermark detection for large models, he formalized watermarking techniques as statistical hypothesis testing problems and proposed the 'Truncated Goodness-of-Fit Test' (Tr-GoF). Tr-GoF enhances the robustness of watermark detection for modified and trimmed texts without relying on prior knowledge of human editing processes or precise probabilities. Regarding preference alignment (RLHF), Su pointed out that traditional RLHF, based on ranking optimization mechanisms, is prone to 'Preference Collapse,' which overlooks the preferences of minority groups and leads to a homogenized reward distribution across different prompts. To preserve response diversity, the team derived a 'Preference Matching' regularization scheme by solving ordinary differential equations (ODEs), maximizing human rewards while avoiding uniform responses, and explored a game-theoretic perspective of 'Nash Learning Based on Human Feedback' (NLHF) as an alternative to traditional scalar reward alignment. Su graduated with a bachelor's degree from Peking University's School of Mathematical Sciences and is referred to as part of the 'Golden Second Generation' (or 'Platinum First Generation') of Peking University's mathematics department by media and scholars. Compared to the 'Golden Generation' of the class of 2000, known for pure mathematical research (such as Yun Zhiwei, Zhang Wei, and Xu Chenyang), Su and his peers from the class of 2007 exhibit broader interdisciplinary characteristics, expanding the boundaries of mathematics into statistics, data science, and artificial intelligence.

Weijie Su Joins OpenAI for Model Training and Promoted to Full Professor at Wharton

On May 31, recent DeFi attacks targeting protocols such as Thorchain, Drift, and KelpDAO have relied on flash loans, a mechanism that does not exist on the XRP Ledger. Due to the atomic nature of XRPL transactions and the inability to include composable calls within transactions, flash loan attacks are structurally impossible on this network. As XRPL advances its AMM upgrade and the tokenization of real-world assets continues to expand, institutional investors may weigh this built-in resistance to attacks against the deeper liquidity and more mature DeFi ecosystem of Ethereum.

[New Proposal on XRP Ledger to Prevent Flash Loan Attacks Causing Hundreds of Millions in DeFi Losses]On May 31, recent DeFi attacks targeting protocols such as Thorchain, Drift, and KelpDAO have relied on flash loans, a mechanism that does not exist on the XRP Ledger. Due to the atomic nature of XRPL transactions and the inability to include composable calls within transactions, flash loan attacks are structurally impossible on this network. As XRPL advances its AMM upgrade and the tokenization of real-world assets continues to expand, institutional investors may weigh this built-in resistance to attacks against the deeper liquidity and more mature DeFi ecosystem of Ethereum.

New Proposal on XRP Ledger to Prevent Flash Loan Attacks Causing Hundreds of Millions in DeFi Losses

Since May 10, as much as 236,237 Bitcoin (worth $5.452 billion) has been sold by “large institutions” — mostly as a result of forced selling. 
A Twitter thread from Arcane Research analyst Vetle Lunde details how and when many institutional Bitcoin holders began selling their stacks. Lunde stated that “it all started with Do Kwon.”

Detail

【Large institutions sold $5.5B in BTC since May】Since May 10, as much as 236,237 Bitcoin (worth $5.452 billion) has been sold by “large institutions” — mostly as a result of forced selling. 
A Twitter thread from Arcane Research analyst Vetle Lunde details how and when many institutional Bitcoin holders began selling their stacks. Lunde stated that “it all started with Do Kwon.”

Large institutions sold $5.5B in BTC since May

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Large institutions sold $5.5B in BTC since May

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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