The AI drama Big Tech doesn’t want you to see

Today, we’re looking at Tesla’s most ambitious (and vaguest) AI vision yet: a Master Plan filled with buzzwords, but light on delivery. We’re also looking at Apple’s growing AI brain drain, top researchers are jumping ship to Meta, raising real questions about Apple’s ability to compete in the open AI era.

In today’s post:

• Musk’s latest vision sounds like ChatGPT on autopilot

• Apple just lost a top AI mind to Meta

• AI just helped Google dodge a breakup

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A plan

Tesla’s new Master Plan is all vibes, no roadmap

Tesla dropped its fourth Master Plan. It’s full of AI buzzwords and nearly empty of substance.

Here’s everything you need to know:

• The 983-word plan focuses on “sustainable abundance” and “infinite growth.”

• It was posted on X, not Tesla’s site, and reads like it was written by Grok.

• Unlike past plans, it offers no concrete goals, timelines, or deliverables.

• Earlier plans promised EVs, solar energy, robotaxis even if few were delivered.

• This one leans into AI and robotics, despite Tesla’s limited success in either.

• Tesla’s brand has taken hits from flopped launches, political backlash, and declining sales.

• “Infinite growth” may sound bold, but it ignores Tesla’s real-world limits from labor to trust.

A vision with no path is just performance. Tesla once inspired with specific, tangible goals. Now, it’s banking on narrative alone. If your AI plan needs footnotes and faith to make sense, maybe it’s not a plan, it’s a distraction.

STRATEGY

Apple’s AI brain drain is getting harder to ignore

Apple’s lead AI researcher for robotics just walked out the door. And Meta was there to welcome him.

Here’s everything you need to know:

• Jian Zhang, Apple’s robotics AI lead, has joined Meta’s Robotics Studio.

• This isn’t a one-off: three more AI researchers are reportedly exiting Apple’s LLM team.

• Meta has been aggressively recruiting from Apple’s AI ranks over the past year.

• The timing stings, Apple is just beginning to push its AI narrative to the public.

• Talent retention is becoming Apple’s quietest, yet most urgent, AI problem.

• Meanwhile, Meta is building a bench of top researchers with clear autonomy and budgets.

• Apple’s secretive culture may be backfiring in the open-source, research-driven AI world.

Here’s what I think:

Apple’s tight-lipped culture used to be its edge. But in AI, where collaboration, publishing, and open progress matter, that secrecy may be pushing talent away. If Meta keeps poaching at this pace, Apple’s AI vision might stall before it starts.

UPDATE

ChatGPT didn’t just change tech, it rewrote antitrust history

Google lost its antitrust case but kept its Chrome browser. And generative AI may be the reason why.

Here’s everything you need to know:

• A federal judge ruled that GenAI reshaped the competitive landscape enough to alter the case’s outcome.

• Google will face restrictions on exclusive contracts but won’t be forced to spin off Chrome.

• The judge cited OpenAI, Anthropic, and Perplexity over 50 times in the 226-page filing.

• These new AI entrants are seen as real disruptors to Google’s search dominance.

• Ironically, Google’s early AI missteps may have helped paint the field as more competitive.

• The court explicitly warned Google not to repeat its old search monopoly playbook in GenAI.

• This marks a legal precedent: AI innovation can now influence antitrust outcomes in tech.

Here’s what I got for this:

This decision shows how fast AI is shifting not just markets, but laws. The pace of innovation is outpacing old regulatory frameworks and companies like Google are now using that velocity as legal cover. The next big tech battle might not be fought in code, but in courtrooms shaped by AI momentum.

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