We break down Microsoft’s MAI Cyber One Flash, a 5B-parameter security model that reportedly outperforms larger rivals inside the open-source MDASH harness, and the launch of Project Perception, a multi-agent system for red teaming, blue teaming, and automated remediation.
Then we dig into the economics behind AI infrastructure spending, comparing Microsoft’s specialist approach with Meta’s massive model strategy as earnings from Microsoft and Meta hit after the bell.