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News of the day
1. OpenAI's venture arm and Founders Fund join a $45M seed round for Coherence Neuro, which builds AI-driven brain implants to detect and treat tumors. → Read more
2. Anthropic faces scrutiny over Eric Schmidt's stake, cloud capacity strains, and a draft federal AI safety bill before its expected IPO. → Read more
3. OpenAI rolls out PIN and biometric-locked chats in ChatGPT, kept separate from history but not truly encrypted, and acquires Orchestra Bio to strengthen Rosalind, its pharma AI offering already used by Moderna and Novo Nordisk. → Read more
4. Recursive launches Flint, an open-weight coding model built largely by its Eureka Machine, a recursive AI system that automates model development. → Read more
Our take
Hi Dotikers!
When an AI lab starts writing checks for brain implants, it's worth paying attention. OpenAI's venture arm, alongside Peter Thiel's Founders Fund, just joined a $45 million seed round for Coherence Neuro, a startup building an implant designed to detect and even treat brain cancer. The device listens for subtle electrical signals associated with tumors, and could eventually deliver mild stimulation to slow their growth. Early safety tests have already taken place in patients at the Royal Melbourne Hospital, with a glioblastoma trial on the horizon.
The medical promise here is genuinely exciting. Glioblastoma is one of the cruelest diagnoses in oncology, and a device that learns from neural data to deliver real-time treatment would be a meaningful breakthrough, not just another demo. If this works, it would also validate a bigger thesis: that AI models can make sense of biological signals too vast and noisy for humans to parse.
But let's not be naive about the strategic picture. This is OpenAI's second move into brain-computer interfaces after Merge Labs, Sam Altman's own venture that raised $252 million to decode brains with ultrasound. The pattern is clear: the big AI labs see neural data as the next frontier of training material, a resource no scraper can reach. Your thoughts, it turns out, are the one dataset that hasn't been fed to a chatbot yet. Coherence insists OpenAI will have zero access to its brain data, and that contractual firewall matters. It's also exactly the kind of promise we'll need to watch like hawks, because the incentives pulling in the other direction are enormous.
Backing cancer research deserves applause. But when the companies building our minds' digital counterparts start investing in hardware that reads our minds directly, the governance questions can't wait for the clinical trials to finish. Let's celebrate the science and keep both eyes open.
Alex.
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