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by Julio Zelaya
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This week, AI stopped being a story of infinite growth and became a story of budgets. OpenAI's own CFO told her team, in private, that the company may not be able to pay for the servers Sam Altman wants to contract. That same day, Google Cloud reported more than $460 billion in signed AI contracts, and Microsoft built — in three years — an AI business the size of what took Salesforce twenty-five. Those, and six more stories that just shifted the conversation, I broke down in PowerBites: newsl...
On April 7, the Treasury Secretary, the Fed Chair, and central bankers in London and Frankfurt held emergency meetings over a single AI model. The same day, one company overtook the decade's reigning AI leader in revenue. Eight days later, another company laid off a thousand people — and Wall Street rewarded it with two billion dollars in market cap before lunch. Three scenes. Three industries. One pattern: The Great Bifurcation. AI is splitting the world in two in real time, and which side y...
This week something unusual happened: a company built the most powerful cyber-capable AI ever created, and instead of selling it to the world, they locked it up and handed the key to the defenders first. At the same time, another model quietly solved a math problem that had resisted human genius for sixty years, and a lab in Chicago printed an artificial neuron that made a living brain cell respond. In this week's Power Bites, I unpack what it all means for leaders, why your cybersecurity rev...
This week, AI labs started saying something they've never said before: "This model is too powerful to release." Anthropic hit $30B in revenue in record time, OpenAI is projecting $100B in ad revenue by 2030, Meta is forcibly reassigning its best engineers, and state-sponsored hackers are warning that no ceasefire will stop them. I break it all down in this week's PowerBites — what it means for your business, three things you should do Monday morning, and why decisive moments aren't found, the...
Five things happened in AI this week that look like separate headlines but tell one story: Sanders and AOC proposed freezing all data center construction in America, Meta 6x'd its El Paso bet to $10 billion (and brought running water to 100 homes that never had it), Microsoft claimed a 2.1-gigawatt campus in Abilene rising from land where coyotes used to roam, the White House released its national AI framework in four pages, and the U.S. Treasury declared that NOT adopting AI is now a risk to...
This week, AI didn't slow down — it hit every wall at once. A jury in California just ruled that social media design can cause personal injury (think Big Tobacco, but for infinite scroll). OpenAI killed two products in seven days, including a chatbot feature one advisor called a "sexy suicide coach." Memory chip prices surged 90% in a single quarter. And while Musk lost his tenth cofounder, Apple quietly secured the keys to Google's most powerful AI model. I break it all down in this week's P...
80,508 people. 159 countries. 70 languages. One question: what do you actually want from AI? Anthropic just published what may be the largest qualitative study ever conducted — and the answers will challenge everything you think you know about who's optimistic, who's terrified, and why the same person is usually both. This week on PowerBites I break down the five tensions every business leader needs to understand, why a butcher in Chile and a mute developer in Ukraine are rewriting the rules ...
This week, an AI agent hacked McKinsey's internal AI platform in two hours flat — no credentials, no insider access — exposing 46.5 million messages. That same week, Elon Musk launched a project called "Macrohard" (yes, really), Anthropic sued the Pentagon, humanoid robots arrived in Ukraine, and Uber signed two robotaxi deals in 72 hours. If you feel like the world shifted while you were in a meeting… it did. I break it all down in this week's PowerBites — what happened, what it means for yo...
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