Elon Musk drifted from Larry Page over a decade ago, but their companies are closer than ever
Summary
This article examines how Elon Musk’s companies and Google have become increasingly intertwined despite a long personal rift between Musk and Larry Page. It highlights several major software and infrastructure ties, including Google’s investment in SpaceX, SpaceX’s cloud relationship with Google, and Musk’s creation of OpenAI as a counterweight to Google DeepMind. The piece also covers the competitive and cooperative dynamics around autonomous vehicles, AI infrastructure, and cloud capacity. The latest development is SpaceX’s role as a cloud provider to Google, which underscores the commercial importance of AI compute and infrastructure capacity. Overall, the story shows how rivalry and dependency can coexist in the AI and cloud markets.
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