Analyst warns Google’s AI leadership may weaken due to key departures, while SpaceX’s AI segment posts 247% annual revenue growth.
Alphabet faces scrutiny after six high-profile AI researchers departed in three months, potentially undermining its innovation pipeline. Analyst Gene Munster noted Gemini’s slipping rankings and cultural risks from the brain drain, though he remains optimistic about xAI’s Grok model advancing into the top three.
SpaceX’s AI segment generated $2.56 billion in Q2, up 247% year over year, driven by a major Anthropic deal. Starlink revenue reached $4.29 billion, a 66% increase, with subscribers doubling to 12 million. Space operations now account for just 12% of revenue, signaling diversification.
Markets are reassessing SpaceX’s AI potential as its non-space revenue streams accelerate, contrasting with Alphabet’s perceived AI challenges.