> ## Content Index
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# Big Tech, Bigger Bets, The Long Game
- URL: https://adjacent.media/scan/2026-05-05-am/
- Published: 2026-05-05T10:06:02.000Z
- Updated: 2026-05-05T10:06:03.000Z
- Description: Earnings season exposed a gap between investor narrative and operating results. Google gained favor while Meta faced skepticism despite stronger core performance. Separately, a sensor capable of simultaneous depth and image capture could reshape redundancy assumptions in autonomy stacks.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

Earnings season exposed a gap between investor narrative and operating results. Google gained favor while Meta faced skepticism despite stronger core performance. Separately, a sensor capable of simultaneous depth and image capture could reshape redundancy assumptions in autonomy stacks. And as CTOs move to AI labs, labor displacement shifts from abstraction to lived experience.

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### Connected World

#### [Google Earnings, Meta Earnings](https://stratechery.com/2026/google-earnings-meta-earnings/?ref=adjacent.media)

Wall Street rewarded Google and punished Meta despite Meta's core business outperforming — a reminder that investor narrative and operating reality diverge. *(Stratechery)*

#### [Ouster's New Color Lidar Is Coming to Replace Cameras](https://techcrunch.com/2026/05/04/ousters-new-color-lidar-is-coming-to-replace-cameras/?ref=adjacent.media)

Simultaneous depth and image capture in one sensor has been the "holy grail" for autonomy stacks. If Ouster has solved it, the camera-plus-lidar redundancy debate becomes more tractable. *(TechCrunch)*

### Connected World

#### [A Permanent AI-Driven Underclass? Maybe, But Likely Not.](https://open.substack.com/pub/bigtechnology/p/a-permanent-ai-driven-underclass)

CTOs are moving to Anthropic and other AI labs. When the people building tech reposition toward AI research, labor displacement stops being theoretical. *(Big Technology)*