🛎️ Power Hunt Has Lost Its Mind

Good Morning, AI Enthusiasts!

AI is now suing its childhood friends, floating servers into the ocean, and calling agent babysitting a graduate program.

COMPUTE

Power Hunt Has Lost Its Mind

👀 What's happening: Panthalassa just raised $140M led by Peter Thiel to build autonomous floating data centers powered by ocean waves — 85-meter steel orbs bobbing in the northern Pacific, running AI inference chips cooled by seawater, transmitting tokens back via satellite. The company, founded in 2016, plans Ocean-3 pilot deployments later this year with commercial operations in 2027.

🌍 How this hits reality: The fact that serious capital (Thiel, Doerr, Benioff, Founders Fund) is flowing into what sounds like sci-fi tells you everything about how broken the land-based power equation has become. IEA projects data centers will consume 1,000 TWh globally this year — equal to Japan's entire electricity use. Grid capacity, cooling water, permitting, and NIMBYism are all hitting walls simultaneously. Microsoft already tried and abandoned underwater data centers (Project Natick, 2013–2024). Panthalassa's bet is even wilder: no fiber cables, satellite-only bandwidth, zero human maintenance for a decade, in the harshest ocean conditions on Earth. The engineering gaps — limited satellite throughput, multi-node coordination, saltwater corrosion, storm survival — remain enormous and largely unproven at scale.

🛎️ Key takeaway: When nearly a billion-dollar valuation lands on wave-powered ocean orbs, it's less about the orbs working and more about how completely AI's electricity hunger has outrun terrestrial infrastructure.

TOGETHER WITH DIT

One API. Top AI Models. Save up to 70%

DIT.ai gives developers and teams one API key for 50+ leading models, including GPT, Claude, Gemini, DeepSeek, Grok, Llama, and more.

Instead of juggling providers, keys, pricing, and reliability issues, DIT routes requests through a real-time model marketplace where providers compete on cost, speed, and availability.

Build with the models you want — without overpaying for tokens.

LAWSUIT

OpenAI’s Idealism Is Getting Filthy in Court

👀 What’s happening: Two new pieces of dirt just hit the Musk versus OpenAI trial. Musk allegedly asked Greg Brockman to settle, got rejected, then threatened to make Brockman and Sam Altman America’s most hated men. Brockman then took the stand and gave Musk’s side its own ammunition: old notes about going for-profit, wanting billions, and not being fully honest with Musk.

🌍 How this hits reality: OpenAI was supposed to be the sacred version of AI capitalism. No greed. No throne. No private empire. Just AGI for humanity under a nonprofit roof. Now the roof is found leaking poison at the beginning: Musk's threatening, and raging from outside; Brockman’s old notes talking profit, billions, and honesty problems from inside. The ideal did not evolve. It got strip-mined.

🛎️ Key takeaway: Nobody looks clean now, and the old “idealists building AGI for humanity” story looks dead. "The future of AI governance" now smells like equity paperwork.

FINANCE

Palantir Is Printing Money

👀 What's happening: Palantir posted Q1 2026 revenue of $1.63 billion, up 85% year-over-year, its fastest growth since going public in 2020. Net income quadrupled to $870 million. U.S. revenue alone grew 104%, with commercial clients up 133%. The company raised full-year guidance to $7.65 billion and CEO Karp expects the U.S. business to double again in 2027.

🌍 How this hits reality: This is no longer a government contractor that dabbles in AI. Palantir's AIP platform has turned into the enterprise deployment engine that OpenAI and Anthropic are now scrambling to replicate, partnering with McKinsey and BCG to copy the same hands-on integration playbook. Revenue per employee hit $1.5 million annually, a number that makes pure SaaS economics look quaint. The model labs build intelligence; Palantir figured out how to wire it into decisions that generate revenue at scale.

🛎️ Key takeaway: The biggest winner of the AI boom so far isn't a model company. It's the one that solved the last mile between inference and action.

AGENTS

Junior Jobs Are Being Rebuilt

👀 What’s happening: Big companies are hiring graduates again, but the job has mutated. Salesforce wants 1,000 grads and interns for Agentforce. IBM wants to triple US entry-level hiring. McKinsey and Cognizant are moving too. This is not nostalgia for junior labor. It is the rebuild of the human layer around AI agents.

🌍 How this hits reality: The old CS premium is fading. Writing basic code, cleaning data, drafting slides, filing tickets, and chasing emails used to separate “technical” graduates from everyone else. Agents now eat that layer. The new junior job is about configuring workflows, writing prompts, running evals, auditing outputs, handling escalations, and stopping autonomous systems from embarrassing the company at scale.

🛎️ Key takeaway: Entry-level hiring is no longer about cheap hands or a CS badge. Anyone can use agents now. The winners are graduates who can command, test, and restrain machines better than everyone else.

DAILY TL;DR

• Google, Microsoft, and xAI will give the U.S. government early access to new AI models for national-security reviews before public release.
• Anthropic reportedly committed to spend $200 billion on Google Cloud and chips over five years.
• OpenAI and Anthropic are reportedly using their new enterprise ventures to acquire AI services firms that help companies deploy AI.
• EU officials opened talks with Anthropic over Mythos, as Europe weighs how the cyber-focused model could expose bank and company vulnerabilities.
• SAP is preparing to offer AI tools to some on-premise customers, a strategic shift to stop rivals from pulling legacy enterprise clients away.
• Coinbase is cutting 14% of staff and reorganizing around AI-skilled teams, with some roles collapsing engineering, product, and design into one seat.
• ElevenLabs added BlackRock, Nvidia, Jamie Foxx, and the creator of Squid Game as investors after reaching an $11 billion valuation.

READ MORE

Let the Future Come to Your Inbox

Stay ahead without drowning in information. We turn the most important signals across AI, tech, marketing, and future products into 5-minute reads you can actually finish.

• AI Secret uncovers what really matters in AI
• Bay Area Letters decodes tech and business shifts from Silicon Valley
• Robotics Herald tracks how robots move from labs into daily life
• Marketing Secret breaks down real growth and go-to-market playbooks
• The Hardwire explores hardware, consumer tech, and what’s coming next

TOGETHER WITH US

AI Secret Media Group is the world’s #1 AI & Tech Newsletter Group, reaching over 2 million leaders across the global innovation ecosystem, from OpenAI, Anthropic, Google, and Microsoft to top AI labs, VCs, and fast-growing startups.

We've helped promote over 500 Tech Brands. Will yours be the next?

Email our co-founder Mark directly at mark@aisecret.us if the button fails.