Alphabet (GOOG) Faces Six Major AI Departures Threatening Innovation

Alphabet (GOOG) has experienced six major departures in its AI division over the past three months, raising concerns about its future innovation capabilities. Analyst Gene Munster pointed out that these losses could negatively impact the company's competitive standing in AI. While SpaceX has been seen as a potential attractive bet in AI with a projected $100 billion annualized revenue run rate by December, its capital expenditures for AI are significant, estimated at $200 billion for 2027 and 2028. This situation underscores a critical moment for investors evaluating the stability and growth potential of both Alphabet and SpaceX.