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SpaceX’s IPO filing says its orbital data centres may never work. Three months ago, Musk called them a no-brainer.

Summary: SpaceX’s confidential S-1 pre-IPO filing warns that its orbital AI data centre plans “involve significant technical complexity and unproven technologies, and may not achieve commercial viability,” contradicting Elon Musk’s January claim at Davos that space-based AI was a “no-brainer” achievable within two to three years. The filing comes as SpaceX targets a $1.75 trillion […]

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SpaceX’s IPO filing says its orbital data centres may never work. Three months ago, Musk called them a no-brainer. Read More »

Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager

Summary: Sundar Pichai opened Cloud Next 2026 with Google Cloud at $70 billion in annual revenue, 48% growth, a $240 billion backlog that doubled in a year, and $175-185 billion in planned capital expenditure. The Gemini app has 750 million monthly users, AI Overviews reach two billion, and the Gemini API processed 85 billion requests […]

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Pichai opens Cloud Next 2026 with $240B backlog, 750M Gemini users, and a plan to turn Search into an agent manager Read More »

OpenAI’s ChatGPT ads just went cost-per-click, and the AI advertising war has its battle lines

Summary: OpenAI has shifted ChatGPT’s advertising from CPM to cost-per-click pricing, with bids between $3 and $5, after the $60 CPM it charged at launch in February eroded to as low as $25 within ten weeks. The move puts OpenAI in direct competition with Google and Meta for performance ad budgets, while Perplexity and Anthropic […]

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OpenAI’s ChatGPT ads just went cost-per-click, and the AI advertising war has its battle lines Read More »

Apple is betting John Ternus will bring back Jobs-era decisiveness at the worst possible time to be behind on AI

Summary: Bloomberg frames Apple’s CEO transition as a bet on “Jobs-era decisiveness,” with John Ternus expected to centralise decision-making and move faster on AI, where Apple’s models trail year-old competitors and the Siri overhaul has been delayed three times since 2024. He inherits a product roadmap spanning a foldable iPhone, smart glasses, and a HomePad, […]

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Apple is betting John Ternus will bring back Jobs-era decisiveness at the worst possible time to be behind on AI Read More »

Meta has hired five founding members of Mira Murati’s Thinking Machines Lab in a systematic talent raid

In summary: Meta has hired five founding members of Thinking Machines Lab, the AI startup built by former OpenAI CTO Mira Murati, after she rejected a reported $1 billion acquisition offer. The most expensive individual hire, co-founder Andrew Tulloch, reportedly received a $1.5 billion package over six years. The talent raid is part of a […]

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Meta has hired five founding members of Mira Murati’s Thinking Machines Lab in a systematic talent raid Read More »

John Ternus built Apple’s hardware for 24 years and now he has to figure out AI

Summary: John Ternus, Apple’s incoming CEO effective 1 September, is a 50-year-old mechanical engineer who reversed a period of declining product quality, personally lobbied for the creation of iPadOS, oversaw the Apple Silicon transition, and now controls products generating roughly 80% of Apple’s revenue. His leadership style prioritises systemic problem-solving over blame, but critics note […]

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John Ternus built Apple’s hardware for 24 years and now he has to figure out AI Read More »

Tim Cook is stepping down as Apple CEO after nearly 15 years, with hardware chief John Ternus taking over

Summary: Tim Cook is stepping down as Apple CEO on 1 September after nearly 15 years, during which Apple’s market capitalisation grew from $348 billion to roughly $4 trillion and annual revenue quadrupled to $416 billion. John Ternus, the 50-year-old SVP of hardware engineering who oversees roughly 80% of Apple’s revenue-generating products, will become the […]

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Tim Cook is stepping down as Apple CEO after nearly 15 years, with hardware chief John Ternus taking over Read More »

WhatsApp is testing a paid subscription at EUR 2.49 per month as Meta rolls out premium tiers across its apps

Summary: WhatsApp has begun testing a paid consumer subscription called WhatsApp Plus at approximately EUR 2.49 per month, offering cosmetic upgrades including 18 chat themes, custom icons, exclusive ringtones, and expanded pinned chats, following Instagram Plus which launched in three markets on 30 March. The subscriptions represent Meta’s first simultaneous consumer-facing paid tiers across its […]

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WhatsApp is testing a paid subscription at EUR 2.49 per month as Meta rolls out premium tiers across its apps Read More »

The question AI providers hope VPs of Engineering never ask

AI coding adoption is exploding. But most engineering leaders are still measuring usage instead of outcomes. That creates a costly blind spot. There is a question that nobody in the AI industry wants you to ask. Not OpenAI. Not Anthropic. Not Google. Not the dozens of startups selling AI coding agents to your engineering team. […]

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The question AI providers hope VPs of Engineering never ask Read More »

Stanford’s AI Index finds China has nearly closed the performance gap with the US despite spending 23 times less

In short: Stanford’s 2026 AI Index Report finds the performance gap between the best American and Chinese AI models has collapsed to 2.7%, down from 17.5-31.6 percentage points in May 2023, despite the US spending 23 times more on private AI investment ($285.9 billion vs $12.4 billion). China leads in AI patents (69.7% of global […]

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Stanford’s AI Index finds China has nearly closed the performance gap with the US despite spending 23 times less Read More »

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