WS #13477
No material new developments in the last 30 minutes. The dominant narratives (Google AI reshuffle, Hormuz de-escalation conditionality, Starboard's SHAK stake, SpaceX earnings read-through) remain unchanged with no new data points. No counter-signals or non-dominant-narrative developments surfaced in this window.
Topics
Key developments
- Jeff Dean leaves Alphabet to co-found AI startup Discovery Loop
- Iran says Hormuz transit route viable for 2-4 months but US commitments needed for reopening
- SpaceX Q2 revenue surges 92% to $7.8B, Starshield contracts exceed $6B
- Starboard Value discloses several hundred million dollar stake in Shake Shack
- US diesel exports surge to record as global supply tightens