Alphabet

“There's a nearly $1 trillion gap between spending from the hyperscalers — Alphabet, Amazon, Meta, Microsoft, Oracle and SpaceX — and the revenue they've taken in from AI since 2024.”

“SpaceX, which is both an Anthropic rival and vendor, is up for the month. So are Nvidia, Meta, Alphabet, Microsoft, etc. Not huge gains, but even treading water is notable in a tsunami.”

“A nearly $1 trillion gap between spending from the hyperscalers — Alphabet, Amazon, Meta, Microsoft, Oracle and SpaceX — and the revenue they have taken in from AI since 2024.”

“Waymo... opening its robotaxi service to teenagers as young as 13 in Nashville... as the Alphabet-owned company looks to drive growth beyond geographic expansion.”

“Mark Zuckerberg, Jensen Huang, and Elon Musk recently persuaded President Trump to stall an industry-funded AI oversight body proposed by Alphabet chief scientist Demis Hassabis”

“Still no word on why CaaStle's board, including a current Alphabet director, let Hunsicker keep her job after learning of the fraud.”

“Alphabet is paying $10m for business data from bankrupt Spirit Airlines.”

“Nine major companies have roughly $3 trillion in mostly AI-related off-balance-sheet commitments, led by Alphabet, Meta, Microsoft, and Oracle”

“Amazon and Alphabet have $121 billion in 'other income' contributing up to 71% of their reported profits. Almost all of this income is from marking up stakes in Anthropic and SpaceX.”

“Wiz had previously set the record for the largest acquisition of a VC-backed company when it sold to Alphabet for $32 billion. Cursor beat that record as well when it reached the same revenue milestone in only 12 months.”

“Alphabet follows at $200B... noted as "midpoint between lower and upper range of guidance"”

“The AI hyperscalers (Meta, Microsoft, Alphabet, et al) are locking up memory supply years in advance with long-term agreements. That's leaving traditional PC and phone makers competing for a shrinking pool of supply.”

“Amazon, Alphabet, Microsoft and Meta don't break out sales and profits directly attributable to AI data center investment.”

“Four longtime Google researchers launched Discovery Loop to automate scientific experimentation, with Alphabet backing the company from day one.”

“The founders also helped develop talent that later built Anthropic, OpenAI, SSI, Thinking Machines, and Mistral, making the team unusually influential.”

“Discovery Loop is the biggest AI spinout of the cycle; raised 'hundreds of millions' in first-round funding from top-tier VCs; represents a major competitive threat to Alphabet”

“Big Tech is dominating venture capital investment in U.S. AI startups, as the circular economy keeps spinning. The most active player by deal value is Nvidia, even if some of those checks could help future competitors.”

“Sir Demis Hassabis stepped down as chief executive of Google DeepMind and will instead become chair of the company and chief scientist at Alphabet.”

“Discovery Loop says its goal is to 'automate the experimental loops of science and engineering.'”

“This is part of a massive leadership shakeup at Alphabet, which has reverted to also-ran status in the AI race.”

“Four of Google's most senior AI researchers — including a 27-year veteran and the co-founder of Google Brain — have departed to launch Discovery Loop, underscoring that Alphabet has lost its pole position in AI and is hemorrhaging the talent that built its advantage.”

“Featured Alphabet board member Marty Chavez, Cohere CEO Aidan Gomez, and Sequoia partner Luciana Lixandru, to name a few.”

“Beth Goldberg, who until recently was head of research and development at Alphabet's Jigsaw unit, has joined Humanity AI as the philanthropic initiative's executive director.”