Something shifted this week. OpenAI’s Sam Altman revealed their internal target: a fully automated AI researcher by March 2028. That’s 29 months away, and big tech is already moving as if it’s real. 

This week’s takeaways: 

• Tech giants are reallocating capital for a 2028 AGI milestone 

• Infrastructure bets: 10–30 GW in AI compute by OpenAI & NVIDIA 

• Job cuts signal a pivot from people to machine-driven R&D 

• OpenAI planning IPO ahead of AGI moment — valuation timing matters 

• Businesses should model two AI futures: slow vs accelerated 

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