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Microsoft’s Energy Tab, OpenAI Goes Super Bowl, Ellison Makes His Move | Marc Benioff, Brian Chesky, Baiju Bhatt, Gabriel Carafa, Alfred Wahlforss

15 snips
Jan 14, 2026
Brian Chesky, co-founder and CEO of Airbnb, shares insights on integrating AI into travel experiences, focusing on intuitive interfaces beyond chatbots. Baiju Bhatt, co-founder of Robinhood, discusses his venture Aetherflux, aiming to harness space-based solar power for global energy needs. Alfred Wahlforss, CEO of Listen Labs, highlights AI's role in personalized consumer interviews. Finally, Marc Benioff of Salesforce dives into AI integration in enterprise products and the importance of data governance, emphasizing the need for responsible AI development.
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INSIGHT

Power Is The Dominant AI Backlash

  • Political backlash to AI data centers centered on higher local electricity prices, not just abstract fears about technology.
  • Increased demand with static supply raised local wholesale power prices and stalled $64B in projects near affected communities.
ADVICE

Use Price Signals To Accelerate Grid Buildout

  • Pay premiums to spur new generation: Microsoft promised to pay above-market rates to avoid passing costs to consumers and to incentivize supply growth.
  • If you're a hyperscaler, consider first-mover signaling to capture political credit and compress reputational cycles.
INSIGHT

AI Ads Are Moving From Awe To Utility

  • OpenAI and rivals are shifting from technological wonder to relatable utility in advertising.
  • Super Bowl ads will likely show concrete consumer use-cases to normalize AI in daily life.
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