WS #13488
Jeff Dean and other top AI researchers leave Google to launch Discovery Loop, while Demis Hassabis steps back from DeepMind, raising concerns about GOOGL's AI competitiveness. SpaceX reports massive AI capex ($28.5B H1) causing stock drop, but Nvidia surges ~9% on exclusive SpaceX AI infrastructure pact, adding ~$239B market cap. Meta releases first AI coding agent Muse Code to compete with OpenAI and Anthropic, signaling aggressive AI monetization push. SolarEdge crashes 28% on soft Q3 guide despite double beat; Uber slides ~7% on light Q3 bookings guidance, highlighting consumer and solar demand weakness.
Google AI Talent Exodus
Jeff Dean and other top AI researchers leave Google to launch Discovery Loop, while Demis Hassabis steps back from DeepMind, raising concerns about GOOGL's AI competitiveness.
SpaceX reports massive AI capex ($28.5B H1) causing stock drop, but Nvidia surges ~9% on exclusive SpaceX AI infrastructure pact, adding ~$239B market cap.
Meta releases first AI coding agent Muse Code to compete with OpenAI and Anthropic, signaling aggressive AI monetization push.
SolarEdge crashes 28% on soft Q3 guide despite double beat; Uber slides ~7% on light Q3 bookings guidance, highlighting consumer and solar demand weakness.