Joe Markman

AI, at the most basic level, is just: electricity → floating‑point numbers → intelligence.

Intel Joins Terafab to Build Elon Musk's $25BILLION AI Chip Project. Intel says its design, fabrication, and packaging is what will make Terafab work. That's not a supplier relationship. That's Intel running the fab. The honest version of the story: Tesla, SpaceX, and xAI are the anchor customers. Intel is the actual chipmaker. Musk gets to keep calling it Terafab in the press releases. Intel gets the foundry customer it has been chasing for years. Millions of AI chips for humanoid robots, autonomous vehicles, and orbital data centers will roll off those lines starting in 2027. Intel's stock jumped 4% on the news.

In 19 days, a jury in Oakland is going to decide whether the entire legal foundation of the AI industry is built on fraud. Everyone thinks the Musk vs Altman lawsuit is a billionaire grudge match. Two egos, one grudge, a $150 billion damages number designed for headlines. Easy to dismiss. Easy to scroll past. That's exactly what Altman wants you to think. Because what's actually on trial on April 27 is something much BIGGER than Elon's hurt feelings... A jury is going to decide whether you can legally take billions of dollars in nonprofit donations, use them to build the most valuable technology in human history, and then quietly convert that nonprofit into a for-profit company worth $850 billion. If the answer is no, the entire AI industry has a problem. Because OpenAI is not the only company that did this: Anthropic was founded by OpenAI defectors using the same nonprofit-first mission language. xAI pitches itself as building AI "for humanity." Every frontier lab has used the moral cover of "we're doing this for the good of the world" to attract talent, capital, and regulatory goodwill they would have never gotten otherwise. An Elon win doesn't just touch OpenAI. It creates a legal precedent that every AI company built on a nonprofit or public benefit promise becomes vulnerable to shareholder and donor clawback suits. That's why this case matters. And that's why Altman is panicking. Just look at what he did this week: Elon filed a motion demanding the court remove Altman and Brockman from their roles and FORCE OpenAI to return to its nonprofit origins. Then he amended the suit to say if he wins the $150 billion, all of it goes to OpenAI's charity arm. Not him. Zero dollars to Elon personally. That amendment was surgical. It stripped Altman of his entire public defense. He can no longer claim this is about Elon's ego or Elon's bank account. Elon is now legally on record saying he just wants the mission back. OpenAI's response was to panic-write a letter to the California and Delaware attorneys general asking them to investigate Elon for "anti-competitive behavior." Their strategy chief publicly accused Elon of coordinating attacks with Mark Zuckerberg. They called the lawsuit "harassment driven by ego and jealousy." That's NOT the response of a company that thinks it's going to win. Real companies with real defenses don't ask the government to silence the person suing them 3 weeks before trial. They let the evidence speak. OpenAI is scrambling because they know what's in discovery. Elon's team has been building this case for two years. Emails, board minutes, internal conversations about the conversion. The kind of paper trail that juries understand and executives can't explain away. And the timing couldn't be worse... OpenAI is trying to IPO at $852 billion. They just raised $122 billion. Microsoft has $135 billion of exposure to them. A jury verdict that even partially sides with Elon in late April or May would crater the entire IPO runway and send shockwaves through every major AI investor on Earth. This is why Altman spent the last 2 weeks doing press tours and policy blueprints and "super intelligence agendas" aimed at Washington. He's trying to REFRAME himself as the responsible statesman of AI right before a jury decides if he's a con artist. Most people will watch this trial start and think it's celebrity drama. The smart money is watching it and realizing that the legal foundation of the AI boom is about to be tested in court for the first time EVER. And if that foundation cracks, everything built on top of it is at risk.

Colossal Biosciences, the $10BILLION startup that brought back the Dire Wolf, is now bringing back Mammoths. Colossal was founded in 2021 by Harvard geneticist George Church and entrepreneur Ben Lamm. Their approach? Edit mammoth genes into Asian elephant cells. The two species share 99.6% of their DNA, which makes the elephant a near perfect starting point. If everything goes to plan, the first mammoth calf could be born within two years. This isnt their first de-extinction rodeo. Colossal has already created three Dire Wolf pups. Romulus, Remus, and Khaleesi — using DNA extracted from a 13,000-year-old tooth and a 72,000-year-old ear bone. A creature extinct for thousands of years, alive again because of a single ancient tooth. That's where biotech is right now.

Anthropic built an AI so good that it won’t let anyone use it. Claude Mythos Preview was announced hours ago. And the numbers are already absurd: -It scored 93.9% on the hardest software engineering benchmark. -97.6% of the most elite math competitions in the country. By every measurable metric, its the most capable AI system ever publicly documented. Mythos found vulnerabilities as old as 20 years in major operating systems, hiding in code for decades: >It found a 27-year-old bug in OpenBSD, an operating system famous for being one of the most security-hardened in the world. >A 16-year-old flaw in FFmpeg that automated tools had scanned 5 million times without catching. >A 17-year-old vulnerability in FreeBSD that gives a stranger full control of a server from anywhere on the internet. Anthropic calls Mythos its "best-aligned model ever". "We find it alarming that the world looks on track to proceed rapidly to developing superhuman systems without stronger mechanisms in place." The company said the 20-year cybersecurity equilibrium, where defenders and attackers operated at roughly comparable speeds, is over. Mythos broke it.

@bony_ghadiya_ google

“google ads is purely bottom funnel” no... I have 30+ clients hit $1M+/mo with Google as main channel. i put everything you need to know inside a notion doc. like, RT + comment “Google” and i’ll send you the entire guide for free. (must be following)

Netflix just dropped a free, open-source video AI Tool called Void. And its coming straight for billion-dollar VFX companies and products. Post-production is the silent budget killer in Hollywood: >Object removal >Physics matching >Manual rotoscoping Studios spend over $50 BILLION a year on these workflows. Void erases objects from video, then rewrites the physics of the entire scene as if that object never existed. Remove a person jumping into a pool. The splash vanishes. The output is still rough and limited to a few seconds of footage. But with Netflix’s content library behind it, This won’t stay early-stage for long. Github link: void-model.github.io

AI will offload human memory and creativity, risking a kind of "forgetfulness" in skills like unaided reasoning or cultural improvisation; much like literacy diminished oral epics. This did lead to the loss of oral traditions worldwide.

On March 31st at 6 AM, 30,000 Oracle employees opened an email that said today was their last day. No warning from HR. No conversation with a manager. Just a five line message from "Oracle Leadership." The same company had just posted a 95% jump in net income. $6.13 BILLION in quarterly profit. It's a company making the coldest trade in corporate history. It's firing people to buy machines. Oracle has committed to $156 billion in AI infrastructure spending. The problem? Company took on $58 billion in new debt in two months to fund it. The payroll of 162,000 employees was the biggest flexible cost on the balance sheet. So Oracle cut 30,000 of them in a single morning. The roles that were cut reveal what AI has already replaced inside Oracle: >Bug fixes >Finance application updates >Cloud server monitoring >Scripting and deployment automation Every task that an AI agent now handles without a human in the loop. Co-CEO Mike Sicilia said it directly: "AI coding tools inside Oracle are enabling smaller engineering teams to deliver more complete solutions, more quickly."

Plato had concerns about allowing the general public to learn how to write. As learning how to write DOES erode specific memory faculties. He feared societal "forgetfulness," yet it enabled unprecedented progress in education and innovation. The biggest question I have is, what is today's version of this with AI? What skill will we lose and subsequently gain?

"Markets take the stairs up and the elevator down." This chart proves it beyond any doubt. S&P 500. Every bull and bear market since 1949. Bull markets: → Average 5.3 years → Average +254% → Longest: 12.3 years, +841% Bear markets: → Average 1.0 years → Average −31% → Worst: 1.4 years, −55% The asymmetry is breathtaking. You spend years building wealth on the stairs. Then the elevator arrives and takes a chunk back in months. But here's what the chart really shows. The blue always came back. Every single time. And always went higher than before. The bear markets look terrifying in the moment. On a 75-year chart, they look like speed bumps. The stairs always win. Time is the only ticket you need.

A team of mathematicians at PrismML just fit a full-power AI model into 1.15 gigabytes of memory. The model is called Bonsai 8B. It matches systems that are 14 times its size. It has 8.2 billion parameters compressed into 1.15 gigabytes of memory. A standard model of the same size requires 16 gigabytes. It runs 8 times faster and uses 4 to 5 times less energy. No internet. No data center. The bears see shrinking models and think less spending. The math says: >more endpoints >more requests >more power Bonsai 8B is not the end of the data center trade. It's the starting gun for the edge trade. The investment opportunity sits in the physical layer: the power systems, the cooling infrastructure, the grid connections. The model is getting smaller. The network supporting it is getting larger. That's the paradox most investors havent internalized yet.

It costs $2.6 BILLION and 10 years for Pharmaceutical Industry to develop a single drug. That’s about to change: Meet AIRA_2 - an agent that beats human experts on real ML competitions. It scores 76% on benchmark tests. Most humans don’t break 70%. AIRA_2 runs experiments in parallel across multiple machines: >Debugs its own code >Works around the clock without supervision >Hides test data from itself to keep results clean The old agents worked like interns. They stalled on errors. They crashed on compute glitches. Now apply that to drug discovery. Drug discovery is a research problem: >Find a biological target >Design a molecule >Predict how each behaves in the human body That loop takes human researchers years. It costs billions. And 90% of drugs still fail in clinical trials. An AI agent that can run more experiments, iterate faster, and explore more possibilities than a team of PhDs. The pharmaceutical companies that adopt this model will compress timelines, cut costs, and bring more drugs to market.

Fossil fuels are carrying the AI Boom. Meta is building 10 natural gas plants just to power one data center. The grids cant deliver fast enough. So Meta is building its own supply. >Funding the plants. >Financing construction. >Locking in power directly. A tech company is becoming its own utility. Why gas? Nuclear → too slow (~10 years) Solar → needs huge land + storage Gas → fast, scalable, and always on Energy's stock jumped 7% on the Meta announcement. It's up 125% in two years. Market cap just hit $50 billion. Meta just told you the AI buildout is no longer limited by chips.

🚨 Nvidia CEO Jensen Huang just dropped a BOMB on Tesla’s autonomy 🔥 “Tesla’s stack is the most advanced autonomous vehicle stack in the world… I’m fairly certain they were already using end-to-end AI.” The guy powering the entire AI world just called Tesla #1. This isn’t hype. It’s straight validation. Robotaxi era is coming FAST 🚀🤖 #FSD #Tesla #Autonomy #AI #Nvidia

Samsung spent six years building a home robot that was supposed to change how we live. Ballie, a yellow ball that rolls around your house, controls your smart devices, and sends you videos of your pets while you are at work. Hundreds of millions of dollars. Five consecutive CES appearances. And it never shipped, not even once. Every year Samsung brought Ballie back to CES with new features. And every year, no price, no ship date, no product. The product page was deleted in January 2026. Bloomberg reported it was dead. Ballie tried to be a speaker, a projector, a baby monitor, a pet camera, a fitness coach, and a security hub inside one rolling ball. The Roomba is the most successful home robot ever built. It does one thing. It vacuums. People worry about home robots for one reason above all others. Privacy. If all of that Ballie data gets sent to a cloud server, you're trusting a corporation with the most intimate details of your life.

@aschwags3 GA

This quarter, I’ve closed multiple $1M+ without a slide deck. I’m using a single AI tool. Today, I want to share it, free. After signing, a prospect asked me how we created the site. They were so wow-ed they wanted it for their own clients. Here’s what floored them: it took a single designer 5 minutes to prompt and launch. The AI chains together 6 key parts of our sales process, turning a 18-page deck into a single, personalized website. When they asked, I gave them this template and workflow. Now I want to share it for free: Follow me + comment “GA” and I’ll DM it.