Seminal names including Andrej Karpathy, Noam Shazeer, John Jumper & Barret Zoph have changed horses at a key juncture. Here’s what insiders say is happening.

SpaceX's $60B Cursor acquisition, Google's AI talent exodus to OpenAI, and the AI IPO rush reshape the competitive landscape in this week's brief.

A series of high-profile AI moves involving Google, Anthropic, and OpenAI in recent weeks have included some of the field's biggest names.