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Robinhood Registered user
@uifeed.com
Subscribed 4 years, 9 months ago
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Across Big Tech, CEOs are starting to define what “good” looks like in an AI world.
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Presented by
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Hey Snackers,
</span>
</h1>
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<p style="margin:0;margin-bottom:16px">
With airports across the nation still seeing delayed security wait times amid ongoing
<a style="text-decoration: underline; color: #5869ff;">
<strong>
TSA chaos
</strong>
</a>
, some travelers might be wishing they’d shelled out for a first or business class ticket to get into the “Priority” lane.
</p>
<p style="margin:0;margin-bottom:16px">
And it seems America’s biggest airlines are also betting that passengers are now more willing to upgrade: airlines have shrunk traditional economy cabins over the last decade to make room for a growing number of premium offerings.
<a style="text-decoration: underline; color: #5869ff;">
<strong>
See the rise of the premium cabin, charted
</strong>
</a>
.
<a style="text-decoration: underline; color: #5869ff;">
</a>
</p>
<p style="margin:0">
Stocks
<a style="text-decoration: underline; color: #5869ff;">
<strong>
got a boost
</strong>
</a>
after President Trump posted on Monday that he would postpone any strikes on Iranian energy infrastructure “
<a style="text-decoration: underline; color: #5869ff;">
<strong>
for a five day period
</strong>
</a>
,” citing “very good and productive conversations” with Iran over the past two days, though Iran’s foreign ministry
<a style="text-decoration: underline; color: #5869ff;">
<strong>
denied
</strong>
</a>
any such negotiations with the US. News of the potential ceasefire sent crude oil down sharply. Every sector traded higher, with consumer discretionary advancing the most.
</p>
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<strong>
What’s happening today:
</strong>
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<li aria-level="1" style="Margin:0 0 8px 0">
Earnings expected from
<a style="text-decoration: underline; color: #5869ff;">
<strong>
GameStop
</strong>
</a>
</li>
</ul>
</div>
</td>
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TERAFABULOUS
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<strong>
What we know about Tesla’s Terafab, the “most epic chip-building exercise in history”
</strong>
</h1>
</td>
</tr>
</table>
<table border="0" cellpadding="0" cellspacing="0" class="paragraph_block block-3" role="presentation" style="mso-table-lspace:0;mso-table-rspace:0;word-break:break-word" width="100%">
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<p style="margin:0">
With
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Tesla
</strong>
</a>
’s Terafab project, the company is stepping into uncharted territory. Not only is it planning what
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
could be the largest semiconductor fabrication plant in the world
</strong>
</a>
, it’s doing so with virtually no experience in chip manufacturing. Its ambitions are literally out of this world: Tesla has
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
described it
</strong>
</a>
<strong>
</strong>
as a step toward “becoming a galactic civilization.”
</p>
</div>
</td>
</tr>
</table>
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<div style="margin-left:-20px">
<ul style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
Terafab aims to bring all aspects of chip production — from design to fabrication to packaging — under one roof. CEO Elon Musk said the facility is intended to produce up to
<a style="text-decoration: underline; color: #5869ff;">
<strong>
1 terawatt
</strong>
</a>
of compute annually.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
The goal is to supply Tesla, SpaceX, and xAI with the ballooning number of AI chips
<strong>
</strong>
they expect to need, since Musk has said existing suppliers, including
<a style="text-decoration: underline; color: #5869ff;">
<strong>
TSMC
</strong>
</a>
,
<strong>
Samsung
</strong>
, and
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Micron
</strong>
</a>
, can’t handle their future demand.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
On Tesla’s last earnings call, Musk said chip supply would be a “limiting factor” for Tesla’s growth in about three or four years.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
The plant would manufacture inference chips for Tesla’s Robotaxis and Optimus robots, as well as custom AI chips for space-based applications, including solar-powered AI satellites. Morgan Stanley
<a style="text-decoration: underline; color: #5869ff;">
<strong>
estimates
</strong>
</a>
the project could cost $35 billion to $45 billion in capital expenditure, likely shared between Tesla and SpaceX.
</li>
</ul>
</div>
</td>
</tr>
</table>
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<p style="margin:0">
Early reports suggested Terafab could be located on the north side of Tesla’s Giga Texas facility, based on a slide Musk presented showing an “Advanced Technology Fab” there. But Musk later
<a style="text-decoration: underline; color: #5869ff;">
<strong>
clarified
</strong>
</a>
<strong>
</strong>
that this referred only to a smaller facility for iterating on chip designs. The Terafab itself, he said, would be “far bigger than everything else combined” on the Giga Texas campus and require “thousands of acres.”
</p>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
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<span class="tinyMce-placeholder" style="word-break: break-word;">
THE TAKEAWAY
</span>
</h1>
</td>
</tr>
</table>
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<p style="margin:0">
Musk has not provided a timeline for the project, but even at his typical breakneck pace, it is likely years away. Building a semiconductor fab is one of the most complex industrial undertakings in the world, typically carried out by
<a style="text-decoration: underline; color: #5869ff;">
<strong>
established players
</strong>
</a>
like TSMC or
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Intel
</strong>
</a>
,
<strong>
</strong>
and
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
often takes years to complete and ramp
</strong>
</a>
.
</p>
</div>
</td>
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<strong>
Presented by Surf Air Mobility
</strong>
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<strong>
SRFM-BETA Partnership Marks A Milestone In All-Electric Aviation
</strong>
</h1>
</td>
</tr>
</table>
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<img alt="" height="auto" src="https://inboxflows.com/_/image/https%253A%252F%252Fmedia.sailthru.com%252Ffss%252Ffvl7w8%252F23cd321c-0623-49a6-a976-f4a60e6dd3b4%252F3.23SurfAir/?inbox_flows_img_sig=eyJwYXRoIjoiaHR0cHMlM0ElMkYlMkZtZWRpYS5zYWlsdCIsInRpbWUiOjE3NzQzNDg0MzMuNDI3MDAyfQ:1w4z57:rLhG0TuYf_cp4zDRE9lwX1nPYDvp1gvOFx7CCNIuBbM" style="display:block;height:auto;border:0;width:100%" title="" width="512"/>
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</table>
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<p style="margin:0;margin-bottom:16px">
Electric aviation may soon be taking off in the US. Surf Air Mobility (NYSE: SRFM) has partnered with BETA Technologies (NYSE: BETA) in a
<a style="text-decoration: underline; color: #5869ff;">
<strong>
milestone move
</strong>
</a>
that aims to launch the first commercial electric passenger airline service in the United States.
</p>
<p style="margin:0;margin-bottom:16px">
BETA's proven ALIA electric aircraft, with over 100,000 nautical miles flown,
<sup>
1
</sup>
will pair with SRFM's operational expertise, existing network, and passenger base, creating the pathway for a
<a style="text-decoration: underline; color: #5869ff;">
<strong>
commercial electric aviation launch
</strong>
</a>
with depth and demand.
</p>
<p style="margin:0;margin-bottom:16px">
SRFM plans to initially deploy BETA aircraft for cargo operations in Hawaii, then transition to passenger service after certification of BETA's passenger-configured ALIA CTOL aircraft — with demo cargo flights planned in Hawaii to start this year.
</p>
<p style="margin:0">
Discover the electric future of flying at
<a style="text-decoration: underline; color: #5869ff;">
<strong>
surfair.com
</strong>
</a>
.
</p>
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MY OWN SUPPLY
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<strong>
Big Tech’s strategy for selling AI: Dogfooding
</strong>
</h1>
</td>
</tr>
</table>
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<p style="margin:0">
Mark Zuckerberg wants you to know
<a style="text-decoration: underline; color: #5869ff;">
<strong>
he’s building an AI agent to help him be CEO
</strong>
</a>
<strong>
</strong>
— and that eventually everyone should have one. Jensen Huang is
<a style="text-decoration: underline; color: #5869ff;">
<strong>
broadcasting
</strong>
</a>
that he’d be “deeply alarmed” if
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Nvidia
</strong>
</a>
’s $500,000 engineers weren’t burning through $250,000 in AI tokens a year.
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Salesforce
</strong>
</a>
keeps talking about “
<a style="text-decoration: underline; color: #5869ff;">
<strong>
digital labor
</strong>
</a>
”
<strong>
</strong>
like it’s already a line item in your budget.
</p>
</div>
</td>
</tr>
</table>
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<tr>
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<div style="margin-left:-20px">
<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li aria-level="1" style="Margin:0 0 8px 0">
You can take all of this at face value. Or you can recognize
<a style="text-decoration: underline; color: #5869ff;">
<strong>
a familiar move
</strong>
</a>
: the people selling the future are making a point of telling you they’re living in it first. It’s a little like
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Hair Club for Men
</strong>
</a>
. They’re not just pitching the product — they’re the testimonial.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
Tech has a long history of “
<a style="text-decoration: underline; color: #5869ff;">
<strong>
dogfooding
</strong>
</a>
,” or using its own products internally to make them better. But this feels different: AI is still poorly understood by most of the people being asked to buy it, and at the same time they’re being told it’s inevitable.
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
Across Big Tech, CEOs are starting to define what “good” looks like in an AI world. At
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Meta
</strong>
</a>
, that means
<a style="text-decoration: underline; color: #5869ff;">
<strong>
flattening teams
</strong>
</a>
and pushing employees to use internal AI tools so aggressively that it
<a style="text-decoration: underline; color: #5869ff;">
<strong>
shows up in performance reviews
</strong>
</a>
. At Nvidia, it means tying productivity to token consumption; if you’re not spending enough on AI, something’s wrong.
</li>
</ul>
</div>
</td>
</tr>
</table>
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<tr>
<td class="pad" style="padding-bottom:10px">
<div style="color:#1d1d1d;direction:ltr;font-family:'Helvetica Neue',Helvetica,Arial,sans-serif;font-size:18px;font-weight:400;letter-spacing:0;line-height:1.5;text-align:left;mso-line-height-alt:27px">
<p style="margin:0">
This works because companies don’t just buy software — they copy norms. If the CEO of Nvidia says serious engineers should be using massive amounts of compute, that doesn’t stay contained to Nvidia. It seeps into
<a style="text-decoration: underline; color: #5869ff;">
<strong>
how other companies evaluate their own teams
</strong>
</a>
.
</p>
</div>
</td>
</tr>
</table>
</td>
</tr>
</tbody>
</table>
</td>
</tr>
</tbody>
</table>
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<tr>
<td>
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<tr>
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THE TAKEAWAY
</span>
</h1>
</td>
</tr>
</table>
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<p style="margin:0;margin-bottom:16px">
Overall business spending on AI has been growing, and the size of those contracts has been growing as well, according to
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
data
</strong>
</a>
from Ramp, a corporate card and expense management platform, suggesting that companies are finding them useful.
</p>
<p style="margin:0;margin-bottom:16px">
So far, the external data showing AI productivity is limited. While about
<a style="text-decoration: underline; color: #5869ff;">
<strong>
40% of adults use AI at work
</strong>
</a>
, the time saved amounts to only about 2% of total work hours. A survey of 1,000 hiring managers by
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Resume.org
</strong>
</a>
found that AI’s impact on jobs has been minimal so far, with 9% saying it had fully replaced certain roles and 45% saying it had little to no impact on staffing. Researchers
<strong>
</strong>
<a style="text-decoration: underline; color: #5869ff;">
<strong>
found
</strong>
</a>
that AI boosted productivity among customer service workers by about 15% on average — though gains were uneven and concentrated among less experienced employees.
</p>
<p style="margin:0">
In the absence of robust proof,
<a style="text-decoration: underline; color: #5869ff;">
<strong>
marketing fills the gap
</strong>
</a>
.
</p>
</div>
</td>
</tr>
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Read more
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THE BEST THING WE READ TODAY
</strong>
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<strong>
Top yogurt producer slurps up meal replacement maker for $1.2 billion
</strong>
</h1>
</td>
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<p style="margin:0;margin-bottom:16px">
Very big things are happening in the world of nutritionally complete products that taste like chalk: Danone has
<a style="text-decoration: underline; color: #5869ff;">
<strong>
agreed to buy
</strong>
</a>
the celebrity-backed protein bar, powder, meal, and meal replacement shake maker Huel, a portmanteau of “human” and “fuel,” which counts Idris Elba as a fan.
</p>
<p style="margin:0">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Why Danone wanted to bulk up with Huel
</strong>
</a>
</p>
</div>
</td>
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<strong>
Presented by Surf Air Mobility
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<strong>
SRFM-BETA Partnership Aims To Power The Future Of Air Travel
</strong>
</h1>
</td>
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<p style="margin:0;margin-bottom:16px">
Surf Air Mobility (NYSE: SRFM) is partnering with BETA Technologies (NYSE: BETA) to launch the
<a style="text-decoration: underline; color: #5869ff;">
<strong>
first US commercial electric passenger airline
</strong>
</a>
, once certified — combining a proven electric aircraft with an existing airline operator.
</p>
<p style="margin:0;margin-bottom:16px">
Pending certification, Surf Air Mobility plans to establish MRO service centers for BETA aircraft with exclusivity in launch regions and eventually deploy this ground support infrastructure across its network to position SRFM at the center of the electric aviation ecosystem.
</p>
<p style="margin:0">
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Get involved in the all-electric future of aviation
</strong>
</a>
.
</p>
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<strong>
Snacks Shots
</strong>
</h1>
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<li style="Margin:0 0 8px 0">
🏀
<strong>
NCAAW:
</strong>
As the women wrap up the second round of March Madness, the UConn Huskies remain the overwhelmingly large favorite after dispatching Syracuse last night. While there are indeed 16 teams left,
<a style="text-decoration: underline; color: #5869ff;">
<strong>
UConn has a 66% chance of winning the tournament
</strong>
</a>
. Indeed, the top 3 teams (UConn, UCLA, and the University of Texas) have a combined 93% chance of winning, leaving the remaining 13 teams to divvy up the remaining 7%.
</li>
<li style="Margin:0 0 8px 0">
🏀
<strong>
NCAAM:
</strong>
After a spellbinding weekend of basketball, the three big favorites —
<a style="text-decoration: underline; color: #5869ff;">
<strong>
Arizona (22% chance of winning it all)
</strong>
</a>
, Michigan (21%), and Duke (19%) — remain on top, though you may have noticed a change in those odds. Duke was once the top contender in the tournament, but has slipped from about 25% odds pretournament after
<a style="text-decoration: underline; color: #5869ff;">
<strong>
barely squeaking by Siena in the round of 64
</strong>
</a>
.
</li>
</ul>
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<p style="margin:0;margin-bottom:16px">
*Event contracts are offered through Robinhood Derivatives, LLC — probabilities referenced or sourced from KalshiEx LLC or ForecastEx LLC.
</p>
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What else we're Snackin'
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<strong>
Alphabet
</strong>
’s drone delivery startup, Wing, is starting “
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<strong>
ultra-fast
</strong>
</a>
” service to the Bay Area
</li>
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<strong>
Palantir
</strong>
’s Maven AI system will become a DOD “
<a style="text-decoration: underline; color: #5869ff;">
<strong>
official program
</strong>
</a>
”
</li>
<li aria-level="1" style="Margin:0 0 8px 0">
Activist fund Elliott Investment Management has taken a
<a style="text-decoration: underline; color: #5869ff;">
<strong>
multibillion-dollar stake
</strong>
</a>
in software company
<strong>
Synopsys
</strong>
</li>
</ul>
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</table>
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<ul start="1" style="margin-top:0;margin-bottom:0;list-style-type:revert">
<li style="Margin:0">
BETA Technologies’ all-electric ALIA aircraft has logged over 100,000 nautical miles in real-world operations.
<sup>
1
</sup>
Now, commuter airline Surf Air Mobility and BETA have joined forces with the objective of bringing electric aircraft to commercial passengers —
<a style="text-decoration: underline; color: #5869ff;">
<strong>
discover the project
</strong>
</a>
.
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IMAX netted 20% of the opening weekend haul for “Project Hail Mary” with just 1% of screens in the market.
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Advertiser's disclosures:
<br/>
</strong>
</p>
<p style="margin:0;margin-bottom:16px">
<sup>
1
</sup>
Source: BETA Technologies / Surf Air Mobility press release, March 12, 2026. This is a paid advertisement for Surf Air Mobility, Inc.
</p>
<p style="margin:0;margin-bottom:16px">
Stock markets are volatile and can fluctuate significantly in response to company, industry, political, regulatory, market, or economic developments. Investing in stock involves risks, including the loss of principal. Before investing, carefully assess whether a particular stock aligns with your investment objectives, risk tolerance, and financial situation.
</p>
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This is a paid advertisement for Surf Air Mobility, Inc.
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SHERWOOD MEDIA, LLC, 85 Willow Road, Menlo Park, CA 94025
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