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stablePositive
Est. 1998·Mountain View, CA
vs
invested (2)
T
Tapestry
· quietNeutral
Coverage (30d)
47vs0
This Week
14vs0
Evidence
2 articles
Team Size
180,000vs
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Timeline

Google2028-06-25

Booked Intel to package 3 million TPUs

Google2028-01-01

Google is developing Frozen v2 chip, targeting deployment as early as 2028.

Google2028-01-01

Google booked Intel to package 3 million TPUs by 2028

Google2028-01-01

Google booked Intel to package 3 million TPUs by 2028

Google2026-07-31

Google reported first negative free cash flow since 2004 IPO, driven by AI capex.

Google2026-07-28

Added background execution and MCP support to Gemini API Managed Agents

Tapestry2026-06-13

First deployment of AI platform for PJM Interconnection, processing 811 applications in under an hour

Tapestry2025-04-01

Launched Kate Spade AI Gift Concierge using Amazon's platform.

Ecosystem

Google

developedGemini34 src
competes withOpenAI31 src
competes withAnthropic23 src
developedGemini 3 Pro23 src
developedGemma 420 src
investedAnthropic19 src

Tapestry

partneredPJM Interconnection2 src
usesAgentic Shopping Assistant1 src

Evidence (2 articles)

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