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Musk vs. Altman: The $109B Legal Threat, xAI’s Desperate Coding Push, Will Meta License Gemini?

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Mar 13, 2026
Martin Peers, co-executive editor at The Information, offers editorial context on AI industry shifts. Laura Mandaro, managing editor, tracks startups nearing IPOs. Peter Deng, former OpenAI product VP, talks consumer AI product strategy and taste. Rocket Drew, AI reporter, covers the $109B legal claim and courtroom developments. They discuss Musk vs Altman legal stakes, xAI’s hiring and coding push, consumer AI design, IPO dynamics, and Meta’s model delays.
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INSIGHT

Personal Grudges Make Settlement Unlikely

  • Settlement looks unlikely because the dispute is deeply personal and ideological, not merely financial, and OpenAI is unlikely to pay the tens of billions Musk seeks.
  • Rocket Drew notes Microsoft may be more inclined to avoid litigation but has been pulled into the case nonetheless.
ANECDOTE

xAI Brings In Cursor Product Leaders

  • xAI hired Andrew Millick and Jason Ginsburg, former heads of product for engineering at Cursor, to jumpstart its AI coding efforts.
  • Theo Waite notes these hires stand out amid heavy turnover and departures at XAI.
INSIGHT

xAI Racing To Catch Up Amid Chaos

  • Elon admits Grok is behind competitors and wants xAI to catch up by midyear, but high turnover and a billion-dollar monthly burn make that an enormous task.
  • Theo highlights the enterprise business remains tiny versus Anthropic and others.
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