📣 Elon Musk to argue in court that GPT-4o was AGI

Elon Musk plans to claim in court that GPT-4o already qualified as AGI. The argument is part of his lawsuit accusing OpenAI of abandoning its original nonprofit mission and misleading him, with claimed damages of $134B.

If GPT-4o is recognized as AGI, Musk argues that OpenAI would have concealed AGI from the public and commercially exploited it. That could void OpenAI’s licensing deal with Microsoft, which applies only to pre-AGI systems, and trigger charter terms requiring the models to be made open.

Musk also links the claim to the 2023 board’s removal of Sam Altman and its later restructuring, arguing financial incentives discouraged declaring AGI. The next court hearing is set for late April.

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📊 Global venture hits $189B in February, sets all-time monthly record

Global venture funding reached $189B in February, according to Crunchbase. It is the highest monthly total on record.

The spike was driven by three deals.

🖱 OpenAI raised $110B
🖱 Anthropic secured $30B
🖱 Waymo brought in $16B.

Together they accounted for 83% of all funding. That leaves $33B for the rest of the market.

AI startups attracted $171B, or 90% of total funding. At the same time, deal count fell to 503 rounds, the lowest since early 2024. Outside AI, funding totaled $18B, and only $2B if Waymo is excluded.

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📈 Energy stocks lead the S&P 500 after Middle East escalation

Energy companies have become the top-performing sector in the S&P 500 in 2026. The group is up more than 20% after US operations against Venezuela and recent strikes involving Iran increased geopolitical risk around oil supply.

Markets quickly priced in the possibility of conflict in the region. Oil prices climbed, pushing energy stocks higher before the latest military escalation began.

Now the outlook depends heavily on the Strait of Hormuz, a shipping route that carries about 20% of global oil and gas. Iran has partially closed the strait and launched strikes on energy infrastructure across the region, including facilities in Saudi Arabia, Qatar, Kuwait, Iraq, and Israel.

Higher oil prices can boost producers, but a prolonged disruption could damage the global economy and cut demand. Some analysts estimate prices could reach $200–$300 per barrel if the strait closes for an extended period.

Markets are starting to reflect that uncertainty. After the latest escalation, several major US energy stocks traded flat or lower despite rising oil prices.

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📉 2.5M people say they canceled ChatGPT after Pentagon deal

More than 2.5M people claim they canceled ChatGPT subscriptions after OpenAI’s defense deal. The number comes from quitgpt.org, a website created to organize a boycott.

The site tracks users who say they left the service or plan to stop paying for it. It is unclear how many actually moved to another AI assistant.

Even at 2.5M, the figure equals about 0.3% of ChatGPT’s weekly users.

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💻 OpenAI is building a GitHub alternative

Reuters reports that OpenAI has started developing its own code hosting service similar to GitHub. The project is still in an early stage.

Engineers inside the company reportedly faced frequent issues and limitations while using GitHub, which pushed the team to explore an internal alternative.

There are no details yet on AI features or product scope. The tool could remain internal, though OpenAI is also discussing a possible public release that would put it in direct competition with Microsoft.

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❕ Nvidia signals last investments in OpenAI and Anthropic

Nvidia CEO Jensen Huang said recent investments in OpenAI and Anthropic will likely be the company’s last in both startups. He pointed to potential IPOs as the main reason for stepping back.

Analysts suggest other factors are also in play. Some note that funding flows between Nvidia and OpenAI often cycle back through large purchases of Nvidia hardware, raising questions about the independence of that growth.

Regulatory scrutiny is another concern. Instead of increasing exposure to a few companies, Nvidia appears to be shifting toward expanding its broader AI ecosystem.

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📣 Anthropic CEO apologizes after leaked memo criticizing Trump and OpenAI

Anthropic CEO Dario Amodei issued a statement apologizing for a leaked internal memo that sharply criticized the Trump administration and OpenAI’s defense partnership. He said the message was written under stress during a difficult day.

The memo had accused Trump of authoritarian behavior and claimed political pressure was tied to donations and government contracts. It also criticized OpenAI’s Pentagon agreement, arguing that the safety framework around it was largely symbolic.

The leak triggered strong reactions. Pentagon officials pushed back and questioned Anthropic’s influence over AI behavior through its Constitutional AI approach.

The dispute highlights growing tension between AI companies, government contracts, and internal pressure from employees over military and surveillance work.

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Inflation isn't the same everywhere.

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