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Eight original Transformer authors have left; rivals are scaling faster. What is Alphabet's countermove?
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How super-voting Class B shares and a $15B preferred issue preserve founder control through 2026
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How custom silicon, HBM shortages, and TSMC dependency shape the hyperscaler's strategy amid a historic infrastructure buildout.
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Structural margin compression from 3-year refresh cycles challenges cloud providers' ability to sustain growth.
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How chips, models, data, and distribution create a vertically integrated moat—and vulnerability.
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Coordinated actions across jurisdictions are transforming episodic fines into an enduring operating constraint.
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An exodus of top researchers to Anthropic and costly SpaceX leases threaten Alphabet's vertical integration strategy in AI.
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How AI-driven demand, production pivots, and national industrial strategies are reshaping the semiconductor landscape and challenging hyperscale cloud economics.
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Legal and legislative developments from Chatrie to state laws could permanently erode ad-targeting granularity and revenue.
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Weighing the strength of Alphabet's ATM strategy against digital services taxes and equity rotation risks.
