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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI tools and partnership with Google.
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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9 Comments

9 Comments

  1. @plpk

    April 30, 2026 at 7:24 pm

    7:59 Meta is a joke. Horizon Worlds. Glasses. Facebook phone. Now they got Snoop Dogg talking about Dungeons & Dragons like anybody gives a damn. Get out while you can.

  2. @betopatricio3942

    May 1, 2026 at 7:31 am

    QCOM, probably SpaceX/Tesla

  3. @Kirstel

    May 1, 2026 at 8:13 pm

    Hyperscaler 2026 capex now $650-725B aggregate — Alphabet and Amazon showing the payoff first, Meta lagging on monetization. The bigger story underneath: tech is officially a macroeconomic variable, not a sector. It’s showing up in US industrial production data. Macro desks are just clocking the magnitude.

  4. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:08 am

    New Bos Alisa

  5. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:10 am

    Опилки ; алмазные, золотые … продаю

  6. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:11 am

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    May 2, 2026 at 11:14 am

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Bloomberg Technology

Anthropic’s Revenue Jump, Wealthy Bet on SpaceX | Bloomberg Tech 8/17/2026

Bloomberg’s Ed Ludlow breaks down Anthropic’s second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX and Bedrock Robotics launched the first fully autonomous excavator in the US.…

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Bloomberg’s Ed Ludlow breaks down Anthropic’s second-quarter revenue jump to more than $11.5 Billion, 14 times more compared to the same period a year ago. Plus, some family offices from around the world have built up billions of dollars of exposure to SpaceX and Bedrock Robotics launched the first fully autonomous excavator in the US.

00:00:00 – Bloomberg Tech Begins
00:01:13 – Rachel Metz, Bloomberg News
00:05:04 – Todd Ahlsten, Parnassus Investments
00:12:32 – Natasha Mascarenhas, Bloomberg News
00:15:39 – Robert Schiffman, Bloomberg Intelligence
00:18:48 – Devon Pendleton, Bloomberg News
00:25:13 – Peter Elstrom, Bloomberg News
00:31:17 – Boris Sofman, Bedrock Robotics
00:40:50 – Emily Birnbaum, Bloomberg News
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Bloomberg Technology

Bedrock Brings Autonomous Driving to Construction

Bedrock Robotics is bringing autonomous driving technology to construction sites, retrofitting excavators and other heavy machinery with cameras, LiDAR, Nvidia-powered compute and its own software. CEO Boris Sofman joins Bloomberg to discuss the company’s first paid commercial deployments, how autonomous equipment could address a growing shortage of skilled operators, and why demand for data centers…

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Bedrock Robotics is bringing autonomous driving technology to construction sites, retrofitting excavators and other heavy machinery with cameras, LiDAR, Nvidia-powered compute and its own software. CEO Boris Sofman joins Bloomberg to discuss the company’s first paid commercial deployments, how autonomous equipment could address a growing shortage of skilled operators, and why demand for data centers and other infrastructure is creating an opportunity to use AI to help America build faster. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The World’s Richest Families Bet on SpaceX

Some of the world’s wealthiest families are building significant positions in SpaceX. Bloomberg’s Devon Pendleton breaks down roughly $3.8 billion in holdings disclosed by about a dozen family offices, including investors tied to the Pritzker dynasty, UAE royalty and global hedge fund and mining fortunes. She joins Ed Ludlow on “Bloomberg Tech.” ——– Like this…

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Some of the world’s wealthiest families are building significant positions in SpaceX. Bloomberg’s Devon Pendleton breaks down roughly $3.8 billion in holdings disclosed by about a dozen family offices, including investors tied to the Pritzker dynasty, UAE royalty and global hedge fund and mining fortunes. She joins Ed Ludlow on “Bloomberg Tech.”
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