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Plus: Consumer AI is still early, but spending is accelerating

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	Forwarded this email? Subscribe here for more Are AI data centers driving a fossil fuel comeback? Plus: Consumer AI is still early, but spending is accelerating Yaro Celis Apr 3   READ IN APP   Tech companies are scrambling for energy to power increasingly compute-heavy data centers, and fossil fuels are re-emerging as a near-term solution. Demand for both energy and computing is surging, driven by the rapid rise of consumer AI. On the demand side, monetization is finally catching up; users are moving beyond free tiers, with a growing share paying $20+ per month for access to top models. Let’s dive in. Stay focused. Consumer AI is still early, but spending is accelerating 🧰 AI Tools - AI Top 20 AI Tools Are AI data centers driving a fossil fuel comeback? 📚Learning Corner - AI Energy Infrastructure Subscribe today and get 60% off for a year, free access to our 1,500+ AI tools database, and a complimentary 30-minute personalized consulting session to help you supercharge your AI strategy. Act now as it expires in 3 days… Get 60% off for 1 year 📰 AI News and Trends DeepSeek’s New AI Model Will Be a Victory for Huawei OpenAI is acquiring TBPN, a business talk show that’s popular among Silicon Valley elites, as it continues to battle its negative public image. ElevenLabs releases a new AI-powered music-generation app LLMs Will Protect Each Other if Threatened The Trump administration is appealing a federal judge's order temporarily blocking the Pentagon's ban on Anthropic, per a filing yesterday. Alibaba Releases Third Closed-Source AI Model in Three Days, Signals Profit-First Strategy Other Tech News Students Are Now Renting Smart Glasses to Cheat on Exams The Artemis II mission has started its 10-day journey around the moon Scientists Engineered a Plant to Produce 5 Different Psychedelics at Once Amazon is buying Globalstar to compete with SpaceX. This move will bolster Amazon’s Leo satellite internet service. Meanwhile, SpaceX has held talks with a Saudi fund for a possible $5 billion investment in an IPO Indie Pass, a new subscription service just for indie games, launches on April 13th with more than 70 games for $6.99 per month. Share Consumer AI is still early, but spending is accelerating Courtesy of a16z Consumer AI adoption is high, but monetization is just starting. Only 3% of households pay for AI services, despite ~40% YoY growth in paying users since Feb 2024. Spending depth is improving: 40%+ of paying users now spend >$20/month. Higher-spend tiers are gaining share, signaling a stronger willingness to pay. Demographics are driving the shift: Gen Z and younger Millennials increased AI spend by ~54% YoY. Even then, only ~5% of Gen Z households pay for AI. Consumer AI is still under-monetized with massive headroom. Usage is widespread, but conversion is low, creating a long runway for subscription expansion and premium tiers. Leave a comment 🧰 AI Tools of The Day AI Top 20 Tools Playbook 2026 - 20 Essential Tools for Small Business The 20 essential AI tools for small businesses in 2026, curated and written by our team. Just honest, opinionated takes on the tools that actually move the needle. Are AI data centers driving a fossil fuel comeback? A Google-backed data center in Texas highlights a growing shift taking place where AI infrastructure is increasingly powered by natural gas. The data: Planned gas plant emissions: 4.5M tons CO₂/year (≈ 970K cars) >10x higher than a typical gas plant; exceeds average coal plant emissions Site includes 900 MW gas + 265 MW wind Why it’s happening: AI demand is outpacing grid capacity Data centers are turning to “behind-the-meter” power (on-site energy) for speed Nearly 100 GW of gas capacity is now in development in the U.S. just for data centers Industry trend: Projects like OpenAI–Oracle could emit 14M tons/year Microsoft signed deals for 2.5 GW of gas-powered capacity Big Tech emissions have risen ~50% in 5 years, despite climate commitments AI growth is now directly tied to energy infrastructure. Natural gas is emerging as a short-term bottleneck solution, creating opportunities in energy, but also long-term regulatory and ESG risk. Leave a comment 📚Learning Corner AI Energy Infrastructure - Research from Global Energy Monitor (tracks the 100 GW gas buildout). The next AI winners need to build models and control distribution (consumer apps) or compute + energy (infrastructure layer). 🚀 Showcase Your Innovation in the Premier Tech and AI Newsletter (link) As a vanguard in the realm of technology and artificial intelligence, we pride ourselves in delivering cutting-edge insights, AI tools, and in-depth coverage of emerging technologies to over 55,000+ tech CEOs, managers, programmers, entrepreneurs, and enthusiasts. Our readers represent the brightest minds from industry giants such as Tesla, OpenAI, Samsung, IBM, NVIDIA, and countless others. Reserve a Spot Explore sponsorship possibilities and elevate your brand's presence in the world of tech and AI. Learn more about partnering with us. Disclaimer: We do not give financial advice. Everything we share is the result of our research and our opinions. PLEASE do your own research and make conscious decisions. The web3 space can be highly volatile and risky.   Like Comment Restack   © 2026 Yaro Celis 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe

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Plus: California Defies New AI Safety Regulations

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	Forwarded this email? Subscribe here for more The Tipping Point is that 46.6% of Businesses Now Pay for AI Plus: California Defies New AI Safety Regulations Yaro Celis Mar 31   READ IN APP   California continues to defy AI federal regulations with state-level regulations, anti-bias protocols, and other safeguards. This may be needed as more businesses are now running several AI apps that may misinterpret your data, hallucinate, or break safety rules, harming customers. Now more than 45% of businesses use AI regularly, and the other half will adopt AI very soon. Let’s dive in. Stay Curious. California Defies New AI Safety Regulations 🧰 AI Tools - 20 Essential AI Tools for Small Business The Tipping Point is that 46.6% of Businesses Now Pay for AI Subscribe today and get 60% off for a year, free access to our 1,500+ AI tools database, and a complimentary 30-minute personalized consulting session to help you supercharge your AI strategy. Act now, as it expires in 3 days… Get 60% off for 1 year 📰 AI News and Trends Yahoo has launched Scout, an AI-powered answer engine now available to its 250 million U.S. users, aiming to simplify online search and deliver more personal results tied to each person’s interests. ChatGPT app store falters six months after launch. 15% of Americans say they’d be willing to work for an AI boss, according to a new poll. Would you trade your manager for a chatbot? Mistral, the French LLM company, raises $830M to build Nvidia-powered AI centers in Europe. Other Tech News Speaking to students at Harvard University yesterday, Fed Chair Jerome Powell said that although energy prices are rising due to the war in Iran Nvidia’s PE sinks to a seven-year low as war and AI angst weigh Bill Ackman says it’s one of the best times in a long time to buy quality stocks Quantum technology firms race to market as the industry sees ‘inflection point.’ Pete Hegseth’s broker attempted to make defense investments before the Iran war New rule could fast-track SpaceX IPO for Nasdaq index inclusion Share California Defies New AI Safety Regulations California Governor Gavin Newsom has signed a major executive order establishing strict new standards for artificial intelligence companies, setting up a direct legal and political confrontation with the Trump administration’s deregulation agenda. The Key Details: State-Level Guardrails: Companies seeking contracts with the State of California must now prove their models prevent the distribution of child sexual abuse material (CSAM) and violent pornography. Anti-Bias Protections: AI firms will be required to demonstrate how they avoid “harmful bias” and prevent the use of their tech for unlawful discrimination, detention, or surveillance. Content Transparency: The order directs the state to develop best practices for “watermarking” AI-generated or manipulated images and videos to combat misinformation. Federal Friction: This move directly defies President Trump’s December executive order, which discouraged “cumbersome” state rules in favor of a national policy focused on rapid innovation. The White House has already tasked the DOJ with challenging state-level AI regulations. Why It Matters: As the “birthplace of innovation,” California is using its massive purchasing power to force ethical standards on the industry, even as the federal government threatens litigation to keep the sector deregulated. Share 🧰 AI Tools of The Day AI Top 20 Tools Playbook 2026 - 20 Essential Tools for Small Business The 20 essential AI tools for small businesses in 2026, curated and written by our team. Just honest, opinionated takes on the tools that actually move the needle. The Tipping Point is that 46.6% of Businesses Now Pay for AI In December 2025, “46.6% of U.S. businesses paid for AI services,” a 1.6 percentage point jump from November that marked the largest month-over-month spike since April 2025. Unlike survey data, this figure from Ramp's AI Index (tracking actual transactions across 50,000+ companies) captures real money moving to vendors, not just experimental pilots, but committed infrastructure spending. April 2025 previously held the record for monthly growth, driven by early "AI agent" hype and viral image generation tools. That December 2025 matched this velocity after months of Gartner's "trough of disillusionment" suggests businesses moved past hype into pragmatic, necessity-driven adoption. The Shifting Vendor Landscape OpenAI drove December's growth, reversing a two-month decline to hit 36.8% adoption. But the strategic story is Anthropic: growing from 16.7% to 19.5% by February 2026, winning 70% of new head-to-head deals against OpenAI, a complete reversal from 2025. Technical teams increasingly prefer Claude's coding capabilities, while OpenAI benefits from consumer familiarity with ChatGPT. Google lags at 4.7%, though this excludes Gemini bundled in Workspace. The reality is that companies aren't expanding budgets, but cutting low-ROI tools and contractors to fund AI. The 46.6% represents hard choices. Ramp's data excludes free usage, personal accounts, and bundled tools like Microsoft Copilot. Including these, actual AI usage likely exceeds 70-80%. However, paid contracts represent institutional commitment; free usage can be banned or abandoned when costs arise. Crossing the Threshold By February 2026, paid adoption reached 7.6%. In tech and finance (where adoption exceeds 60%), AI is now baseline infrastructure. The remaining half of businesses aren't just missing a productivity tool; they're accumulating a competitive disadvantage. The question is how quickly laggards can close the gap with the 46.6% already paying for it. 🚀 Showcase Your Innovation in the Premier Tech and AI Newsletter (link) As a vanguard in the realm of technology and artificial intelligence, we pride ourselves in delivering cutting-edge insights, AI tools, and in-depth coverage of emerging technologies to over 55,000+ tech CEOs, managers, programmers, entrepreneurs, and enthusiasts. Our readers represent the brightest minds from industry giants such as Tesla, OpenAI, Samsung, IBM, NVIDIA, and countless others. Reserve a Spot Explore sponsorship possibilities and elevate your brand's presence in the world of tech and AI. Learn more about partnering with us. Disclaimer: We do not give financial advice. Everything we share is the result of our research and our opinions. PLEASE do your own research and make conscious decisions. The web3 space can be highly volatile and risky.   Like Comment Restack   © 2026 Yaro Celis 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe