Ed Ludlow

George Ferguson, Mandeep Singh, Bloomberg Intelligence, coverage of SpaceX and XAI.

Appreciate it a lot.

There's a lot going on in the world of Elon Inc.

Jimmy Barr, Tony Wu, co-founders of XAI, have announced they're leaving the company after less than three years.

By my count, Caro, that means that half of the about dozen initial founders, which includes Elon Musk, have now gone.

We just don't know.

When I read the merger documents, it was pretty clear, and we reported this, that XAI would operate as a standalone subsidiary.

Because remember, SpaceX is subject to ITAR rules, the use of technology in defense applications.

Is that it?

Is it about the reports that Musk has been frustrated about the pace of Grok's deployment?

But these are notable people who are leaders in field and talents everything in this game.

Google is adding shopping features to its AI search and Gemini chatbot.

The move comes as tech companies more broadly look for ways beyond subscriptions to make money from their AI tools.

Let's discuss with Vidya Srinivasan, Google's vice president and general manager of ads and commerce.

There's always been a relationship, at least for me personally as well, between Google searching and then getting to a product.

But in AI mode, that's what we're talking about here, AI mode,

there's just a more direct interaction to a transaction, right?

Where you can go ahead and buy something.

That's right.

How big a moment is that for Google?