AI timelines collapsed, complicating strategy and investments

Something changed this week in how big tech views the road to artificial general intelligence (AGI).  

OpenAI’s Sam Altman revealed their internal target: a fully automated AI researcher by March 2028, just 29 months away.

Whether that’s realistic or not, companies are already acting as if it is. In this week’s episode we deep dive into the consequences for your business. 

Amazon is cutting up to 30,000 corporate jobs, Meta is trimming AI teams, and NVIDIA just hit a record $5 trillion valuation as it builds massive AI infrastructure. OpenAI, meanwhile, is restructuring for profit and aiming for a $1 trillion IPO before reaching that 2028 milestone. 

It all points to a shift from a 10-year AI horizon to a two-to-three-year sprint, with deep economic implications. Companies outside tech now face a critical choice: wait and see or prepare early for disruption that could come much faster than expected. 

This week’s takeaways: 

 • Tech giants are reallocating capital for a 2028 AGI milestone 
• Infrastructure bets: 10–30 GW in AI compute by OpenAI & NVIDIA 
• Job cuts signal a pivot from people to machine-driven R&D 
• OpenAI planning IPO ahead of AGI moment — valuation timing matters 
• Businesses should model two AI futures: slow vs accelerated 

 

 

Got questions or want to share your thougths?

Future Bytes is your go-to podcast for insights on AI in business. Hosted by digital transformation and AI expert, Magnus Oxenwaldt, each episode offers perspectives through guest interviews or focused solo sessions.

We appreciate your input. If you have questions, topic suggestions, or know someone who could be a great guest, feel free to reach out to Magnus at magnus.oxenwaldt@columbus.com. ✉️