THIS WEEK IN AI: Google TurboQuant, OpenAI Ends Sora, SpaceX IPO

March 27, 2026

AI Summary

5 min read

Google's TurboQuant algorithm dominated this week's AI news, slashing key-value cache memory needs for large language models by six times while boosting inference speed up to eight times, with no quality loss. Memory stocks like Micron (down 18% over five days), SK Hynix (down 6%), and SanDisk (down 7%) tanked on fears of reduced demand. Hosts argued the market overreacted: memory has constrained AI scaling due to inference costs, but efficiencies like this—via Jevons paradox—will spur more AI use, not less. The paper, public since yesterday but from 11 months ago, targets small-to-medium models now but could extend to frontier ones, aiding cloud and local runs on devices like iPhones or Mac Minis. Google, with TPUs and Apple ties, leads by open-sourcing such research, bullish for their stock despite short-term jitters.

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What you'll learn

1 (00:03) **Google TurboQuant Algorithm** - Releases compression tech reducing LLM KV cache memory by 6x with 8x speedup, crashing memory stocks like Micron and SK Hynix
2 (01:17) **TurboQuant Technical Breakdown** - Details how it shrinks bloated conversation caches without performance hit
3 (03:35) **Market Overreaction Debate** - Hosts argue efficiency boosts demand via Jevon's paradox, bullish for Google and AI overall
4 (07:30) **OpenAI Sunsets Sora** - Video gen app hits 5M downloads but shuts down after 6 months amid low engagement
5 (10:33) **Sora Lessons and Pivots** - Highlights OpenAI's lack of focus vs. Anthropic's velocity on core coding models
6 (15:33) **OpenAI IPO Odds** - Polymarket gives 36% chance this year; SpaceX rumored to lead mega-IPOs instead
7 (16:24) **SpaceX IPO Rumors** - Potential $75B raise, largest ever; ties to xAI merger, Tesla rumors, and ambitious projects like Terrafab

+ Full timestamped outline available in the app

Show Notes

Time to dive into the impact of Google's TurboQuant algorithm on memory stocks, enhancing AI performance while shaking market valuations. We analyze OpenAI's challenges with Sora and its strategic pivot towards AGI Deployment.

We also discuss a potential $2 trillion SpaceX IPO and Apple’s restrictive App Store updates affecting AI innovation. Finally, we touch on Meta’s ambitious market cap target amidst layoffs and Josh’s surprising new role as an AI music producer.

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TIMESTAMPS

0:00 AI Market Shock
1:14 Google's TurboQuant Breakthrough
4:40 Memory Market Reactions
6:35 OpenAI's Sora Shutdown
13:49 OpenAI's Focus Shift
14:58 SpaceX IPO Rumors
17:52 Apple vs AI Vibe Coding
24:59 Google and Apple's Strategic Moves
27:13 Meta's Ambitious Goals
28:19 Unveiling Josh's Music Secret
34:17 Future of AI Music

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RESOURCES

Josh: https://x.com/JoshKale

Ejaaz: https://x.com/cryptopunk7213

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