Samsung's 400-Layer Leap, SpaceX's $18B Bet, and Google's AI Brain Drain

5:505 chapters12 sources

0:005:50

About this episode

Samsung breaks 400-layer NAND barrier with wafer bonding, SpaceX first earnings show 92% revenue surge but $18B capex shocks investors, Google DeepMind reshuffles as Jeff Dean departs to found Discovery Loop

Chapters

Sources & Citations

Samsung Global Newsroom — Samsung Unveils Next-Gen 3D-Memory Vision at FMS 2026

news.samsung.com

TrendForce — Samsung Unveils Industry-First 400+ Layer V10 BV-NAND; Memory Density Up 58% vs. V9

www.trendforce.com

Wccftech — Samsung Tackles the Memory & Storage Wall With 400+ Layer "Hybrid Bonded" V10 BV-NAND

wccftech.com

Techzine Global — Samsung unveils V10 BV-NAND with wafer bonding and 400 layers

www.techzine.eu

SpaceX doubles revenue on Anthropic and Google compute deals, Starlink growth | TechCrunch

techcrunch.com

SpaceX revenue surges 92% to $7.8 billion, blowing past Wall Street expectations by nearly $1 billion | Fortune

fortune.com

SpaceX Q2 2026 Earnings: Revenue Jumps 92%, but $18B Capex Spooks Investors | FX Leaders

www.fxleaders.com

SpaceX earnings recap: Stock drops 7% after first post-IPO report reveals higher than expected AI capex | Business Insider

www.businessinsider.com

Jeff Dean and other top AI researchers are leaving Google to launch their own startup | TechCrunch

techcrunch.com

Google's Top AI Brains Are Leaving to Launch Discovery Loop | WIRED

www.wired.com

Google's AI reshuffle: Chief scientist Jeff Dean exits and Demis Hassabis steps down as DeepMind CEO | CNBC

www.cnbc.com

Google DeepMind CEO Demis Hassabis is stepping aside | Axios