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Top stories today:
- Meta delays Avocado model to at least May, weighs Gemini licensing
- Grok 4.20 API launches, less intelligent than Gemini, ChatGPT, Claude
- Trump signals strength vs. Iran, presses Powell to lower rates, oil at $96
- Anthropicās Claude would āpolluteā DoW supply chain: Pentagon CTO
- Lovable reaches $400M ARR amid AI coding boom
- Adobe CEO Shantanu Narayen to step down as Q1 revenue +12%
- Microsoft launches Copilot Health using medical, wearable data
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. Meta said to delay Avocado model to at least May, weighs Gemini licensing
Representational image generated using ChatGPT.
The Avocado model failed to beat Gemini 3.0 in Metaās internal benchmarking.
Jul. 2025: Mark Zuckerberg said Metaās new AI models would āpush the frontier in the next year or so.ā
Metaās AI leaders reportedly discussed temporarily licensing Gemini to power its products.
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3. Grok 4.20 API launches, less intelligent than Gemini, ChatGPT, Claude
Grok 4.20 Beta 0309 scored 48 on the Artificial Analysis Intelligence Index with reasoning enabled, +6 points vs. Grok 4, but still very much behind the leading labs:
Priced at $2/$6 per 1M input/output tokens, vs. Grok 4ās $3/$15, GPT-5.4ās $2.5/$15, Claude Opus 4.6ās $5/$25 (<200K tokens), and GLM-5ās $1/$3.2.
Released in three variants: reasoning, non-reasoning, and multi-agent.
Elon said it is reviewing past xAI interview decisions and reaching out again to promising candidates
xAI also hired senior Cursor leaders Andrew Milich and Jason Ginsberg; Musk said the company could catch up in coding by midyear.
Post-training, evaluation, reasoning research ā this is PhD-level work, and U.S. supply just isnāt keeping up with demand.
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