Vol. I · No. 199WED, NOV 4, 2026
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What’s behind the Google AI shakeup

Some of the biggest names on Google's AI team got new jobs this week. In some cases, including for legendary Googler Jeff Dean, those jobs are no longer at Google. Given that Google's models seem to be behind the best of what's coming out of anthropic and OpenAI, is this a sign…

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SpaceX has more neocloud revenue

SpaceX's AI revenue grew more than three times to $2.6 billion from the year before, mostly because of deals that the company made to provide compute to other AI companies, according to SpaceX's quarterly earnings. The AI division, which the company said in its documents to go…

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