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🗞️In this edition
Musk Admitted He Has No Choice But Terafab
OpenAI Just Killed ChatGPT Shopping
Apple's iPhone Designer Just Quit for AI Startup
⚡ YOUR MOVE For people building the life they want, now.
In other AI news
The Vibe Coding War Just Got Dangerous
The Move That Changes the Entire Chip Industry
The Investors Who Shaped Tech History Just Picked Their Next Era
4 must-try AI tools
The AI era is colliding with reality. The biggest bets are getting harder to fund, the interfaces we use feel increasingly outdated, and even the most ambitious products are quietly failing at the basics. Keep reading.
What's happening:
Musk estimated Terafab would cost $20 to $25 billion. Morgan Stanley analysts say the actual cost could reach $35 to $45 billion instead. Tesla's 2026 budget doesn't include it.
When your factory estimate doubles before construction starts, the math doesn't work.
Why this is important:
Terafab is a joint venture between SpaceX, Tesla, and xAI. The announcement came over the weekend. Musk said building it isn't optional because his companies need chips.
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What's happening:
The company launched Instant Checkout last year to let users buy products directly inside the chatbot. Major retailers signed up including Walmart, Etsy, and Shopify.
Why this is important:
OpenAI hit problems with onboarding retailers and handling multi-item carts.
The company is now focusing on product discovery instead of transactions. Users can still get shopping advice but they buy directly from retailer websites now.
The company that wanted to own commerce just became a recommendation engine.
What's happening:
Abidur Chowdhury joined Hark, a new AI company building personal intelligence hardware. Figure CEO Brett Adcock is funding it with $100 million of his own money.
Why this is important:
Hark is building AI models and hardware together from scratch.
The company says current devices are pre-AI and feel dumb. Adcock wants systems that think like you and sometimes ahead of you. First models launch this summer.
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The Vibe Coding War Just Got Dangerous – Lovable grew faster than any AI startup in history. Now it's coming for the ones that couldn't keep up.
The Move That Changes the Entire Chip Industry – Arm powered Apple, Nvidia, Google, and Amazon for 35 years. Today it stopped being their supplier and became their rival.
The Investors Who Shaped Tech History Just Picked Their Next Era – The firm that found Google, Amazon, and Figma just raised $3.5B. It says AI is still in the early innings.
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Musk needs chips he can't yet afford to build. Adcock believes the device in your pocket was designed for a world that no longer exists. OpenAI discovered that turning AI into a store is harder than turning it into an assistant. The gap between vision and execution has never been more visible, or more expensive.
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