OpenAI has proposed ending the agreement that supplies its models to Cursor, now owned by SpaceX, on 12 November. On the Moonshots panel, one guest read the move as OpenAI betting on its own enterprise stack; another argued the real prize is reasoning traces — the working a model shows while solving a problem. Both explanations lead to the same awkward conclusion: Elon Musk and Anthropic now need each other.
GenBio AI's AIDO Cell simulates a human cell that holds its state across a sequence of interventions, and the Moonshots panel watched a demo and began sketching the end of medicine. The article explains what the simulator does today — prioritizing experiments in two prototype cell lines, with laboratory validation of novel predictions still underway — and separates that from the panel's proposals: an AlphaGo-style search from diseased to healthy cells, open public biology data, and frontier labs paying for all of it.
On Moonshots, the panel works through a report that Anthropic is designing its IPO to keep its founders in control. Untangling economic ownership, voting power and the Long-Term Benefit Trust's board-selection rights leads to a sharper disagreement: whether anyone outside a founding group can realistically hold the steering wheel of a frontier AI lab.
Alibaba's Wan 3.0 and a relayed claim that 70% of Chinese AI token use goes to video sent the Moonshots panel into an argument about money: one guest said American labs chase revenue per token while Chinese labs give their weights away, another said video is the only market that will trust a Chinese model. They ended up disagreeing about whether world models or text models reach self-improving AI first.
On The Diary of a CEO, physicist Brian Greene debated an AI assistant about whether smarter systems must keep producing ever-faster gains. A cup on the table helped explain his doubts about today's architectures—but he also warned about shutdown resistance and improvements outpacing human scrutiny if rapid growth does occur.