Reading time: 5 minutes
🗞️In this edition
Altman Announced Subscriptions Are Dead
Musk Admitted xAI Wasn't Built Right
Tesla's New Factory Produces 100 Billion Chips
⚡ YOUR MOVE For people building the life they want, now.
In other AI news –
An OpenAI Cofounder Ranked Which Jobs AI Kills First
China's Answer to OpenAI Just Hit an $18B Valuation
Zuckerberg Is About to Cut 20% of Meta
4 must-try AI tools
Intelligence is becoming infrastructure. This week, the men building it made moves that will decide who controls it for decades. Keep reading.
What's happening:
OpenAI's CEO said AI will become a utility like electricity or water. People will buy intelligence from companies like his, metered by usage.
Why this is important:
Utilities are regulated monopolies with government oversight and universal access mandates.
AI has none of that. Private companies control the models, set the prices, decide who gets access.
What's happening:
Musk said xAI "wasn't built right the first time" and is being rebuilt. Two co-founders quit this week after coding tools fell behind Anthropic and OpenAI.
SpaceX and Tesla executives now evaluate and fire xAI staff.
Why this is important:
Coding tools generate revenue. xAI's lag isn't perception, it's business failure.
The company rebuilt a month ago. Now it's rebuilding again. Meanwhile, Macrohard's leader left within weeks.
Comments from the editor:
xAI merged into SpaceX ahead of the IPO.
Moving fast and breaking things works until the thing that breaks is credibility.
What's happening:
Terafab launches March 21. The $25 billion facility will produce 100-200 billion AI chips annually, targeting 2-nanometer technology.
It's designed to match 70% of TSMC's total output in one US facility.
Why this is important:
Tesla needs chips for robotaxis, Optimus robots, and Full Self-Driving. xAI needs them for Grok training. TSMC and Samsung can't commit the volume.
When you can't buy enough chips, you become the supplier.
⚡ YOUR MOVE For people building the life they want, now.
🔭 Peter Diamandis just posted about AGI. Elon Musk commented. If two of the most powerful minds in tech are paying attention to this, so should you. → See the post
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🤖 Elon Musk says AGI is already emerging from autonomous cars and humanoids. This is not a prediction. This is happening now. → Read the post
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An OpenAI Cofounder Ranked Which Jobs AI Kills First – An OpenAI cofounder ranked every job by AI risk. Then deleted it.
China's Answer to OpenAI Just Hit an $18B Valuation – $4B at year's end. $18B today. China's AI race just changed speed.
Zuckerberg Is About to Cut 20% of Meta – Meta employed 79,000 people last month. That number is about to change.
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Altman wants to sell intelligence like electricity. Musk is rebuilding xAI from scratch while racing to manufacture his own chips. The biggest bets in AI history are being placed right now, and none of them are guaranteed.
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