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Welcome back! The AI infrastructure race entered a completely new phase. Elon Musk unveiled plans for a chip factory that would produce 50 times the world's current compute output per year, with most of it deployed on satellites in orbit. The ambition is staggering. But is it the fantasy of a lunatic?

In today’s Generative AI Newsletter:

  • Musk: Can a $25B chip factory really put AI compute in space?

  • Anthropic: What does messaging Claude Code from your phone change?

  • Meta: Why is Zuckerberg building an AI agent to help him be CEO?

  • Snowflake: What happens when a company records its writers for 8 months then lays them off?

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