Bloomberg Technology
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…
Bloomberg Technology
Microsoft: OpenAI/Hugging Face Incident Signals a New Era of AI Security
Microsoft Security EVP Hayete Gallot explains why AI is forcing a complete rethink of cybersecurity, how the company’s new “Project Perception” aims to defend against machine-speed attacks and why the recent OpenAI/Hugging Face incident was a wake-up call for the industry. ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch the latest…
Bloomberg Technology
Single Points of Failure Offer VCs a New Opportunity: Overmatch’s Hitzig
Morgan Hitzig, general partner at Overmatch Ventures, explains why investing in “single points of failure,” or SPOFs, is at the core of its investment thesis. She speaks with Ed Ludlow about the growing appeal of supply-chain-focused firms to venture capital on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube: Watch…
Bloomberg Technology
Palantir’s Infamy in Europe Opens Doors for a Challenger
Palantir, the controversial American data-mining firm with ties to the Trump administration, is facing challenges from an obscure French firm. Bloomberg’s Mark Bergen joins “Bloomberg Tech” to explain why Palantir’s infamy has created a sense of urgency in Europe to repatriate key services that have long been outsourced to the firm. ——– Like this video?…
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@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.
@betopatricio3942
May 1, 2026 at 7:31 am
QCOM, probably SpaceX/Tesla
@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.
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:08 am
New Bos Alisa
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:10 am
Опилки ; алмазные, золотые … продаю
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:11 am
3-5мм
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:12 am
10% аванс
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:12 am
#
@AndreyGrigoriev-l6w5t
May 2, 2026 at 11:14 am
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