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Top stories today:
- Microsoft, OpenAI said to clash over definition of AGI
- Googleās AlphaGenome predicts how DNA changes affect function
- Kalshi raises $185M at $2B valuation in round led by Paradigm
- Meta said to have poached 3 OpenAI researchers
- NVIDIA shares hit all-time high to reclaim worldās largest stock record
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. Microsoft, OpenAI said to clash over definition of AGI
OpenAI and Microsoft are renegotiating their deal as OpenAI seeks to convert into a for-profit.
Tensions have spiked as both sides reportedly threatened drastic action in the past 2 weeks.
OpenAI can limit Microsoftās access at the AGI milestone, a clause Microsoft is now contesting.
AGI could soon be declared, OpenAI execs have reportedly hinted over the past 8 months.
Microsoft is reportedly aiming to scrap the AGI clause or secure exclusive OpenAI IP access in talks.
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3. Google DeepMindās AlphaGenome uses AI to predict how DNA changes affect function
Google claims slight improvements against current best methods:
Predicts how DNA changes impact gene activity and health.
Key features include long sequence-context at high resolution, multimodal prediction, and splice-junction modeling.
Trained on data from public consortia like ENCODE, GTEx, 4D Nucleome, and FANTOM5.
Not designed for āpersonal genome prediction, a known challenge for AI models,ā Google said.
Available for non-commercial use via AlphaGenome API.
4. Kalshi raises $185M at $2B valuation in round led by Paradigm
