Google - $GOOGL

Big Tech's $4T selloff is a rotation, not a breakdown, says RIA Advisors strategist

10 arguments: why Google looks cheap next to Costco and Walmart, a rotation model close to flipping back to growth, record margin debt, and why bonds…

Nov 1 • Scuttlebutt

Google CEO: Gemini 3.5 Pro never shipped because Argon would have made it obsolete

9 insights: why Google's capex is "not just hope" after a negative free-cash-flow summer, why Demis Hassabis stepped back at DeepMind as Jeff Dean left…

Oct 22 • Scuttlebutt

2–3 people now start a new lab project, down from 5–7 as costs fall, Google Labs VP finds

19 lessons: why a list of what is almost possible beats brainstorming, why the team knows before the leader when to kill a project, and why model…

Oct 12 • Scuttlebutt

Big tech ignores a new market until it earns about $100M a day — Archetype AI CEO

9 arguments: Why machines speak in sensor readings, not words, why the fastest gains will come from equipment already online, and why AI makes every…

Oct 8 • Scuttlebutt

$80B fiscal 2031 revenue target lifted Marvell stock 15 points to $286, theCUBE finds

16 insights: Why more than 60% of data center builds now serve inference, a one-chip 100-terabit switch, and why copper cannot carry AI traffic much…

Oct 7 • Scuttlebutt

"There are no showstoppers here": Google AI infrastructure chief on space data centers

17 insights: Why Google's 7- and 8-year-old TPUs still run at 100% utilization, how it doubles serving capacity every 6 months, and why power is the…

Oct 7 • Scuttlebutt

Runway COO on the AI ad agent one employee built: "an additional 100 million in ARR"

14 lessons: A futurist on why flexibility beats being AI native, a team spending a couple hundred million on tokens around its CTO, and leaked Anthropic…

Oct 7 • Scuttlebutt

Google research SVP: Google would back an industry AI safety body with federal oversight

16 arguments: why he would take even a 0.1% chance of AI catastrophe seriously, why building AGI is not Google's goal, and the flood forecasts now…

Oct 5 • Scuttlebutt

$650M for self-improving AI, but superintelligence is decades off, Recursive's CEO finds

14 arguments: why he puts the odds of AI wiping out humanity at zero, why banning self-improving AI would need a surveillance state, and why GPU prices…

Oct 4 • Scuttlebutt

White House AI accord, $65B per gigawatt, a model welfare warning — TBPN

9 arguments: what the AI chiefs signed at the White House, why AI lab revenue tracks US GDP per gigawatt, and why Microsoft's AI chief says models must…

Oct 1 • Scuttlebutt

OpenEvidence CEO: doctors using the app will treat 300M Americans this year

10 takeaways: why 88% of second opinions differ from the first, how the iTunes model won medical journals as partners, and why 1 in 3 clinical trials…

Oct 1 • Scuttlebutt

Airbnb CEO on its seed round: "So, for $150,000, you could have owned 10% of Airbnb"

12 moments: why Google interviewed the whole Justin.tv team and walked away, how a box of Obama O's won Airbnb its Y Combinator spot, and what Chesky…

Oct 1 • Scuttlebutt

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