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AI NEWS | Episode 32
BUILT 2 SCALE | AI NEWS | Episode 32
Welcome back to Built 2 Scale. Every week, Matty and Scotty cut through the noise to bring you the AI developments that actually matter: the moves reshaping markets, the strategies redefining competition, and the shifts you need to understand to stay ahead.
This week: OpenAI's code red moment, Meta's aggressive pivot, data centers in space, and unexpected market effects from the AI boom.
OpenAI's Hardware Play: 40 Apple Engineers and a Code Red
OpenAI just hired 40 Apple hardware engineers. The battlefield has moved to hardware.
The vision? AI models running on network nodes, generating what you need on the fly. No traditional operating system. Just intelligence in real time.
If Apple builds AI into iOS and runs models locally, do you even need ChatGPT subscriptions? That's the existential question OpenAI is racing to solve.
Meta's Limitless Acquisition: The Privacy Policy That Broke the News
Meta acquired Limitless, the AI wearable. Customers got an aggressive email demanding privacy updates or lose access. Fifteen countries were cut off.
One hour later? Meta announces the acquisition.
With Yann LeCun's departure and this move, Zuckerberg is having his own code red. Meta now has Ray Bans, Oakley, and Limitless wearables. They're doubling down on hardware and pivoting away from open source AI.
AI Data Centers in Space: Not Science Fiction
Gavin Baker broke down why space based data centers make sense:
- Energy: Sun is 7x more powerful in space
- Cooling: Space is freezing
- Land: Unlimited vs. NIMBY politics
- Rockets: SpaceX and Blue Origin make it viable
The only bottleneck? Bandwidth. But we've solved it for satellites.
Boom Supersonic: From Jets to Energy
Boom built turbines for supersonic flight. Then realized the same tech can generate electricity for AI data centers.
They raised $300 million from Altimeter and Y Combinator to pivot into energy infrastructure. Great tech, unexpected demand, funded vision.
Kalshi: America's Youngest Female Billionaire
The Kalshi founder (PolyMarket competitor) just became the youngest self made female billionaire.
Prediction markets prove backing opinions with money gets real information. Market equilibrium in action.
Construction Wages Surge 25 to 30%
Data center construction is driving electrician and plumber wages up 25 to 30%.
Private capital deploying for AI infrastructure creates labor shortages. Rising costs create more incentive to automate and invest in robotics. Market forces playing out.
The Takeaway:
The AI race moved beyond models. It's now hardware (OpenAI vs. Apple), infrastructure (space data centers), energy (Boom's turbines), and real world effects (labor shortages). Companies that can't pivot across dimensions will struggle.
What surprises you most? OpenAI's hardware push, data centers in space, or the construction wage surge?
Keen to stay ahead? Subscribe to Built 2 Scale on YouTube
View all episodes
By Built 2 ScaleBUILT 2 SCALE | AI NEWS | Episode 32
Welcome back to Built 2 Scale. Every week, Matty and Scotty cut through the noise to bring you the AI developments that actually matter: the moves reshaping markets, the strategies redefining competition, and the shifts you need to understand to stay ahead.
This week: OpenAI's code red moment, Meta's aggressive pivot, data centers in space, and unexpected market effects from the AI boom.
OpenAI's Hardware Play: 40 Apple Engineers and a Code Red
OpenAI just hired 40 Apple hardware engineers. The battlefield has moved to hardware.
The vision? AI models running on network nodes, generating what you need on the fly. No traditional operating system. Just intelligence in real time.
If Apple builds AI into iOS and runs models locally, do you even need ChatGPT subscriptions? That's the existential question OpenAI is racing to solve.
Meta's Limitless Acquisition: The Privacy Policy That Broke the News
Meta acquired Limitless, the AI wearable. Customers got an aggressive email demanding privacy updates or lose access. Fifteen countries were cut off.
One hour later? Meta announces the acquisition.
With Yann LeCun's departure and this move, Zuckerberg is having his own code red. Meta now has Ray Bans, Oakley, and Limitless wearables. They're doubling down on hardware and pivoting away from open source AI.
AI Data Centers in Space: Not Science Fiction
Gavin Baker broke down why space based data centers make sense:
- Energy: Sun is 7x more powerful in space
- Cooling: Space is freezing
- Land: Unlimited vs. NIMBY politics
- Rockets: SpaceX and Blue Origin make it viable
The only bottleneck? Bandwidth. But we've solved it for satellites.
Boom Supersonic: From Jets to Energy
Boom built turbines for supersonic flight. Then realized the same tech can generate electricity for AI data centers.
They raised $300 million from Altimeter and Y Combinator to pivot into energy infrastructure. Great tech, unexpected demand, funded vision.
Kalshi: America's Youngest Female Billionaire
The Kalshi founder (PolyMarket competitor) just became the youngest self made female billionaire.
Prediction markets prove backing opinions with money gets real information. Market equilibrium in action.
Construction Wages Surge 25 to 30%
Data center construction is driving electrician and plumber wages up 25 to 30%.
Private capital deploying for AI infrastructure creates labor shortages. Rising costs create more incentive to automate and invest in robotics. Market forces playing out.
The Takeaway:
The AI race moved beyond models. It's now hardware (OpenAI vs. Apple), infrastructure (space data centers), energy (Boom's turbines), and real world effects (labor shortages). Companies that can't pivot across dimensions will struggle.
What surprises you most? OpenAI's hardware push, data centers in space, or the construction wage surge?
Keen to stay ahead? Subscribe to Built 2 Scale on YouTube