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Meta Proving It Can Get a Return on AI Spend: Evercore’s Mahaney

Mark Mahaney, senior managing director at Evercore ISI, explains why Meta’s earnings report is a strong indicator that the company is benefiting from its massive AI investment. Mahaney speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Mark Mahaney, senior managing director at Evercore ISI, explains why Meta’s earnings report is a strong indicator that the company is benefiting from its massive AI investment. Mahaney speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Technology.”
——–
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14 Comments

14 Comments

  1. @AISee-community-group

    May 1, 2025 at 2:51 pm

    People don’t believe them because I deleted my profile from them and I have revolutionary tech like next GEN technology. I have a next GEN coding method. Can meta lost that because I deleted all my research from them, but I still have my research

  2. @AISee-community-group

    May 1, 2025 at 2:52 pm

    Meta is lying on their returns because I can prove it they’re using my predictive model

    • @AdvncdFinesse

      May 1, 2025 at 3:12 pm

      go off urself

    • @AISee-community-group

      May 1, 2025 at 4:29 pm

      @ typical answer when someone gets out shined because they’re not from a colonial background

  3. @co59720

    May 1, 2025 at 2:55 pm

    I wouldn’t wipe my anus with a Metapod for fear of catching a communicable f****** disease

  4. @AdvncdFinesse

    May 1, 2025 at 3:12 pm

    Hahaha that was epic!!

  5. @sittichokkonsue

    May 1, 2025 at 4:15 pm

    I am at the beginning of my “investment journey”, planning to put 385K into dividend stocks so that I will be making up to 30% annually in dividend returns. I’d appreciate any recommendations for strong, high-performing dividend stocks!

    • @jamiejohnson-d9i

      May 1, 2025 at 4:16 pm

      My biggest advice is to always seek the services of a coach just like I did when I ventured into it for the first time. Big thanks to Beth D Terry. I now make huge profits by weekly through her services while still learning to stand on my own.

    • @JoseLopez-lf9rw

      May 1, 2025 at 4:16 pm

      I went from $176,000 in debt with zero savings or retirement to over $1M net worth. Long-term investors know that the market and economy will eventually recover, and investors should be prepared for this growth. I earned $1,680,000 in Bitcoin before the market crash, and now I’m buying more Bitcoin and gradually increasing my investments. I’m especially grateful to Adviser Beth D Terry, for her expertise and exposure to different areas of the market.

    • @JoseLopez-lf9rw

      May 1, 2025 at 4:17 pm

      Beth D Terry has made an incredible impact on the trading community. Her guidance and expertise have helped countless individuals achieve their financial goals and her contributions have set a new standard for excellence in the industry. We’re truly grateful for her dedication and hard work, and I’m sure her legacy will continue to inspire others for years to come.

    • @sittichokkonsue

      May 1, 2025 at 4:17 pm

      how would you suggest i enter the crypto market? I am also looking at studying pro traders and using their strategy than investing myself . whats your take on this? How can i reach her please??

  6. @badpuppy3

    May 1, 2025 at 6:40 pm

    This isn’t the returns they promised.

  7. @ElaineCarolineMacKinnon

    May 1, 2025 at 7:19 pm

    I hope that the FTC get rid of META, Whats App and Instagram etc. Clearly they have created a monopoly also they are forcing people into AI (China ?) which I do not agree with. Sorry but do they think they are ALL POWERFUL or that people are that stupid not to know what they are doing. Think of brave Ms. Williams giving evidence.

  8. @magic_fruit_bat5003

    May 1, 2025 at 7:20 pm

    PAAAAAAAMP-ET‼️

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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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Bloomberg Technology

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.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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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.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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