Mark Zuckerburg Laid Off 600 AI Researchers—Here's the AI Talent Takeaway Everyone MISSED

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What’s really happening inside the trillion-dollar AI race?
The common story is that OpenAI’s rumored IPO and Nvidia’s $5T valuation signal a bubble — but the reality is more complicated.

In this video, I share the inside scoop on how AI infrastructure and strategy are shifting fast:
• Why OpenAI dropped Microsoft’s compute exclusivity
• How Anthropic’s Claude in Excel pressured Microsoft to adapt
• What Meta’s layoffs reveal about the new AI labor market
• Where IDE and agent wars like Cursor vs Windsurf are headed

AI is maturing from model races to infrastructure and security battles — a shift that rewards teams who build coherence, not hype.

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For deeper playbooks and analysis: https://natesnewsletter.substack.com/