Morning 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.

Connected World

Google Earnings, Meta Earnings

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

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.

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)