Ben Horowitz: xAI Executive Exodus, Apple’s AI Crisis, The Pace of AI | MOONSHOTS

The AI race cracked this week, and most people missed it. 

In the episode 232 of Moonshots, Ben Horowitz breaks down the xAI talent exodus, Apple’s existential AI problem, and what a $5B valuation for su actually signals.

— 996 culture returns: elite startups openly demanding 70+ hour weeks

— Big capital shift: profits up 43% since 2019 vs wages up just 3%

— Frontier AI companies already doing $10B+ annual revenue while at less than 1% global penetration

— Prediction: within 2 years, AI could independently discover breakthroughs on the scale of relativity

Watch now.