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Alphabet Shined on Youtube, Cloud Growth, Says Futurum’s Newman

Jul.30 — Daniel Newman, principal analyst at Futurum Group, discusses Alphabet Inc.’s second-quarter earnings report on “Bloomberg Technology.”

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Jul.30 — Daniel Newman, principal analyst at Futurum Group, discusses Alphabet Inc.’s second-quarter earnings report on “Bloomberg Technology.”

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4 Comments

4 Comments

  1. Stock Market Investing

    July 30, 2020 at 10:36 pm

    Everyone is at home of course Google will see an uptick in traffic

  2. puran singh

    July 30, 2020 at 10:36 pm

    Nothing is better than apple because Steve is genius

  3. 白川千秋

    July 30, 2020 at 11:29 pm


    日本のYouTubeアカウントは、子ども向けチャンネル登録で、政治ニュース動画で偏向した意見を書き捨てするものが多数ある。
    子ども向けチャンネル登録のアカウントが、私のコメントに対して、虚偽の事実を指摘して嫌がらせのように執拗に返信してくることもある。
    私は、実名のアカウント20年以上前の自分の写真を表示して、有償でYouTubeサービスを受けている。
    しかし、YouTubeの利用にあたって、不快な思いをさせられることが多い。
    YouTubeには、公平なサービスを提供してほしい。
    現状では、私が支払う対価と、責任の所在を明確にしたコメントに相応するサービスを受けるどころか、無責任なアカウントから不快な思いをさせられることが多い。

  4. Lucas De David

    July 31, 2020 at 12:06 am

    Please stop making professional interviews over the phone. It’s hard to understand what he’s saying.

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
00:14:09 – Bloomberg’s Patrick Howell O’Neill on Anthropic’s AI Models Hacking Organizations in Testing
00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
00:19:08 – Bloomberg’s Craig Trudell Discusses Tesla
00:24:10 – Nancy Tengler, Laffer Tengler Investments CEO and CIO
00:30:19 – Claire McDonough, Rivian CFO
00:32:43 – President Donald Trump Holds Cabinet Meeting from Camp David
00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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