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Race to AGI Daily Digest - Friday, December 19, 2025
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TLDR
The US Genesis Mission turns AI into national science infrastructure by coordinating 24 major labs and cloud providers.
OpenAI’s push for a $100B raise at up to an $830B valuation shows AGI funding concentrating, not cooling.
Amazon’s new AGI, chips, and quantum unit under Peter DeSantis hardens the full-stack competition with rivals.
PayPal’s PYUSD stablecoin funding AI infrastructure hints at new financial rails for the compute race.
OpenAI’s new teen safety rules, plus work on cryptographic alignment and agent standards, show safety moving deep into product and protocol.
The Full Story
Following Monday’s China usage spike, Tuesday’s NVIDIA stack move, Wednesday’s India CoEs, and yesterday’s Gemini 3 Flash default, today’s theme is simple: who actually pays for AGI, and on what terms?
Start with the US Genesis Mission. The Department of Energy just pulled 24 AI and cloud heavyweights—OpenAI ->, Nvidia ->, Microsoft ->, Amazon ->, Anthropic, xAI, and more—into a national science push mission details ->. It’s the Global South trial-ground idea flipped: now the US is explicitly treating AI as shared research infrastructure, not just a private product line.
At the same time, OpenAI is reportedly chasing a $100B raise at a valuation up to $830B, backed by Microsoft, Amazon, and big sovereign money raise breakdown ->. That’s happening in a week where the dominant narrative is still “Investors Demand Discipline in AI Spending” follow that narrative ->. So capital isn’t drying up; it’s concentrating into a few players that promise national-scale impact.
Amazon is reorganizing to match that scale, putting AGI research, custom AI chips, and quantum under Peter DeSantis Amazon reorg story ->. That’s our Stack Wars storyline in corporate form: one exec, one roadmap, from datacenter physics to model behavior.
And new money pipes are joining in. PayPal’s PYUSD stablecoin is stepping into AI infrastructure funding via USD.AI PYUSD AI infra move ->. So now your payments app is, indirectly, another way to rent GPUs.
Our safety storyline isn’t sitting still either. OpenAI updated ChatGPT’s rules to prioritize teen safety, while researchers talk about cryptographically binding alignment and communities standardize Agent Skills teen safety update ->. The pattern is clear: as AGI funding goes macro—governments, sovereign funds, stablecoins—the guardrails around who can use these systems, and how, are getting more formal too.
So we end the week with a sharper picture: AI isn’t just a hot product category anymore. It’s turning into a piece of national infrastructure, financed by everything from Wall Street to stablecoins, and shaped by a growing web of safety rules and open standards at the very layer where we talk to these models.
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