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Welcome to June 20, 2026

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John Jumper, who shared the 2024 Chemistry Nobel for AlphaFold, is leaving Google DeepMind for Anthropic. His old lab’s model now sits fifth on the intelligence index, lapped by China’s Zhipu, with insiders reportedly conceding the race.

Chinese open models — Qwen, DeepSeek, Kimi, GLM, MiniMax — now command the majority of token use across OpenRouter’s top ten, up from under 2% in late 2024. And Andrej Karpathy can no longer touch his own open-source repos since moving to Anthropic: what one observer calls the Dark Forest principle of AI research.

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