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AI CEO warns AI’s disruption will be ‘much bigger’ than COVID: ‘The people I care about deserve to hear what is coming’

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It’s never a good sign when a CEO warns something more disruptive than COVID is heading our way.

In an essay titled “Something Big Is Happening,” Hyperwrite CEO Matt Shumer said AI can now do all of his technical work — and he thinks your job could be next.

“I’m writing this for the people in my life who don’t… my family, my friends, the people I care about who keep asking me ‘so what’s the deal with AI?’ and getting an answer that doesn’t do justice to what’s actually happening,” Shumer wrote in his nearly 5,000-word post published Tuesday on X.

As of Wednesday morning, Shumer’s post had 40 million views and 18,000 retweets.

Shumer said that the reason people in tech “are sounding the alarm” is that they have already experienced what’s coming for everyone else.

“We’re not making predictions,” he wrote. “We’re telling you what already occurred in our own jobs, and warning you that you’re next.”

Shumer said that many people outside tech wrote off AI years ago after a clunky experience with an early edition of ChatGPT.

“The models available today are unrecognizable from what existed even six months ago,” he wrote. “The debate about whether AI is ‘really getting better’ or ‘hitting a wall’ — which has been going on for over a year — is over.”

It’s not the time to panic, Shumer said. Instead, the best thing to do is to become deeply familiar with AI. “This might be the most important year of your career,” he wrote.

“I don’t say that to stress you out. I say it because right now, there is a brief window where most people at most companies are still ignoring this,” he wrote. “The person who walks into a meeting and says ‘I used AI to do this analysis in an hour instead of three days’ is going to be the most valuable person in the room.”

He’s far from alone in sounding the alarm. Despite disagreement from other tech leaders, Anthropic CEO Dario Amodei remains adamant that AI could wipe out up to half of white collar, entry-level jobs in the next one to five years.

xAI CEO Elon Musk and others have warned that if your job doesn’t involve physical labor, it’s likely to be replaced by AI much more quickly, a view that dovetails with a growing base of economic research.

Shumer’s essay struck a chord, especially with those in tech. Reddit cofounder Alexis Ohanian replied, “Great writeup. Strongly agree.”

“Great advice for how to get ahead in your job at any large company right now,” A16z general partner David Haber wrote.

While the response to the post has been overwhelmingly positive, some X users pointed out the limitations still present in many current AI products, like hallucinations and general inaccuracies.

What changed Shumer’s mind

Shumer said that this moment feels like February 2020, when in a short span of time, news of a spreading pandemic gave way to a worldwide upheaval unseen in modern times that continues to reverberate to this day.

The potential of what AI will change, he wrote, is “much bigger than Covid.”

For Shumer, this moment of realization came with the recent dueling releases of Anthropic’s Opus 4.6 and OpenAI’s GPT-5.3 Codex. Both models are primarily aimed at software engineering. OpenAI said in its release notes that GPT-5.3 Codex “is our first model that was instrumental in creating itself.”

“It wasn’t just executing my instructions,” Shumer wrote of his experience with OpenAI’s latest Codex model. “It was making intelligent decisions. It had something that felt, for the first time, like judgment. Like taste. The inexplicable sense of knowing what the right call is that people always said AI would never have.”

AI is now so intelligent, Shumer said, that he can tell the agent what he wants and “walk away from my computer for four hours, and come back to find the work done. Done well.”

In a post on LinkedIn Wednesday morning, Shumer addressed his viral X post.

“Every time someone asks me what’s going on with AI, I give them the safe answer,” he wrote on Wednesday. “Because the real one sounds insane. I’m done doing that.”




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Some Tesla shareholders say diverting Nvidia chips is further proof that Elon Musk doesn’t deserve a multibillion-dollar pay package

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Several institutional shareholders of Tesla told Business Insider that Elon Musk’s decision to redirect a shipment of valuable Nvidia chips away from the EV company is further proof the CEO doesn’t deserve a multibillion-dollar pay package.

In May, a group of eight Tesla shareholders wrote a letter urging other investors to vote against Musk’s compensation package. The group is just one faction of a growing number of investors who said they plan to vote against the deal.

This package, now roughly worth $46 billion, was struck down in January by Delaware Chancery Court Chancellor Kathaleen McCormick, who said that the process to reach this “unfair price” for Musk was “deeply flawed.”

Tesla shareholders will vote on June 13 on whether to reinstate Musk’s deal.

But less than two weeks ahead of the shareholder vote, CNBC reported that Musk diverted a $500 million shipment of Nvidia chips, which are essential for powering artificial intelligence technology, away from Tesla and to his social media platform X instead.

The internal memo from Nvidia indicating Musk’s delay of the Nvidia chips procurement was from December, CNBC reported — months before the April earnings call in which the Tesla CEO insisted the automaker is an AI company. He also stated in the call that he would aggressively expand the number of Nvidia chips at Tesla from 35,000 to 85,000 units by the end of 2024.

In response to the CNBC report, Musk said on X that “Tesla had no place to send the Nvidia chips to turn them on, so they would have just sat in a warehouse.”

“The south extension of Giga Texas is almost complete. This will house 50k H100s (Nvidia chips) for FSD training,” Musk added, referring to Tesla’s Full Self-Driving feature — a key component of the company’s promise to deliver autonomous taxis.

But some of the shareholders behind the effort to strike down Musk’s big payday are not convinced.

“The diversion of Nvidia’s processors to X and xAI is just another example of Tesla’s CEO reallocating Tesla’s resources in favor of his other businesses and treating Tesla as though it is his own coffer as a result of the lack of oversight by Tesla’s board,” Tejal Patel, the executive director of SOC Investment Group, wrote in an email to BI.

Patel added: “The key questions are why were these valuable processors ‘just sitting there’ in the first place, and if it was an operational issue, why was that not foreseen by management? Whatever decision-making there was for the processors to go unused by Tesla would have been up to CEO Musk.”

Musk did not respond to a request for comment from Business Insider.

SOC Investment Group is one of the eight shareholders that co-signed a letter urging investors to vote against the ratification of Musk’s stock options package and against the reelection of Musk’s brother, Kimbal, and James Murdoch for seats on Tesla’s board.

The group — made up of pension fund managers, an asset management firm, and a bank — also includes Amalgamated Bank, AkademikerPension, Nordea Asset Management, New York City Comptroller Brad Lander, SHARE, Unison, and United Church Funds.

In a statement to BI, Lander wrote that Musk’s decision to divert Nvidia chips away from Tesla “should be a “red flag to investors.”

“This sudden move adds to the growing concerns about Musk’s commitment to Tesla and highlights his glaring conflicts of interest,” he wrote. “There is a pressing need at Tesla for a genuinely independent board that will ensure Musk prioritizes company interests.”

Matthew Illian, the director of responsible investing for United Church Funds, similarly criticized Musk’s move to delay the shipment of Nvidia chips, stating that it was “further evidence” that the pay package “never achieved its purpose of maintaining the attention of Tesla’s CEO.”

“This is all about Elon building an empire for himself with investor money and we can’t let this happen,” he wrote in an email to BI.

It’s not immediately clear how much Tesla stock the eight shareholders own altogether.

Five of the eight shareholders, including Amalgamated Bank, Unison, Nordea, the New York City Retirement System, and United Church Funds, represent more than 4.9 million shares of Tesla stock.

As of Thursday, those shares are worth more than $878 million.

Spokespersons for SHARE, Nordea, and Unison could not be reached for comment or did not immediately respond for comment.

In addition to the eight shareholders, the California Public Employees’ Retirement System (CalPERS), which owns about 9.5 million shares of Tesla stock, signaled it would vote against Musk’s pay package.

“We do not believe that the compensation is commensurate with the performance of the company,” CalPERS CEO Marcie Frost told CNBC.

A CalPERS spokesperson declined to comment when asked about Musk’s decision to divert the shipment of Nvidia chips.


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