finance.yahoo.com

Analyst Flags Google Talent Loss and SpaceX’s Costly AI Scaling Bet

Alphabet (Google) logoAlphabet (Google)
Sig2.60Sen-0.30Env0.00Soc-0.90Gov0.00
SpaceX logoSpaceX
Sig2.62Sen+1.35Env0.00Soc0.00Gov0.00

Munster says Google has had about six major departures in three months, which could weaken its innovation culture and future AI development, though he also points to significant gains from Grok and expects new versions to climb the model rankings. For SpaceX, he cites AI revenue growth to $2.56B and a large Anthropic deal, but highlights heavy AI capex, high customer concentration, and 90-day cancellation risk.

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