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Alibaba’s New Model, Amazon’s AI Win and Apple’s Next Chapter | Bloomberg Tech 8/3/2026

Bloomberg’s Ed Ludlow breaks down Alibaba’s latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of…

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Bloomberg’s Ed Ludlow breaks down Alibaba’s latest Qwen model, its biggest ever, claiming performance on par with Anthropic. Plus, AWS CEO Matt Garman joins after Amazon surpassed $3 trillion in market value for the first time, extending gains after a big cloud and AI-driven earnings report last week. And, we dive into the details of the new Apple Upgrade program and iPhone-maker’s next era of growth as the company reinvents itself as a subscription giant.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:46 – Bloomberg’s Henry Ren on Alibaba’s AI Push with Qwen
00:04:17 – Lauren Cassidy, Founders 100 ETF CIO
00:09:20 – Isaiah Taylor, Valar Atomics Founder and CEO
00:15:12 – Bloomberg’s Lizette Chapman Discusses Palantir’s Pending 2Q Earnings Report
00:19:23 – Bloomberg’s Mark Gurman on Apple’s New Upgrade Program
00:23:00 – Matt Garman, Amazon Web Services CEO
00:36:34 – Zach Dell, Base Power CEO and Co-Founder
00:44:58 – Talking Tech
——–
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6 Comments

6 Comments

  1. @Oldaker

    August 3, 2026 at 4:05 pm

    The news I care-ish about

  2. @RudyAmid

    August 3, 2026 at 4:46 pm

    Nuclear is critical for America’s growth. If AI build out fails (it won’t), at least the public will have more green power capacity.

  3. @dvd7826

    August 3, 2026 at 4:56 pm

    Asked AI if AWS, Azure and GCP were a human being who would they be, AWS is Beyonce because both feel like the industry standard everyone else gets measured against, Azure is Taylor Swift because both are ecosystem builders and GCP is Billie Eilish because both feel like the modern, technically inventive alternative

  4. @1952RONALD

    August 3, 2026 at 6:29 pm

    What’s the plan for spent fuel?

  5. @subratachatterjee3916

    August 3, 2026 at 7:50 pm

    She had no idea why Alibaba and the Chinese labs will overtake US labs. She is obsessed with American power without any reason that the world has changed

    • @Jojo-s5h8k

      August 3, 2026 at 9:17 pm

      More so, she couldn’t even talk properly…

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Bloomberg Technology

From OpenAI to Discovery Loop: Khosla’s Next AI Bet

Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also…

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Khosla Ventures is backing Discovery Loop, a new AI startup founded by former Google leaders including Jeff Dean that aims to dramatically accelerate scientific experimentation. Khosla Ventures Managing Director Samir Kaul explains why the firm quickly decided to invest, and why he believes the opportunity could be as profound as frontier AI models. He also discusses why soaring technology valuations are forcing venture investors to rethink what “seed stage” even means. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Meta Safety Trial Could Reveal What Zuckerberg, Others Knew

Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the…

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Meta is facing a landmark legal battle with 29 states accusing the company of deliberately designing its platforms to keep children hooked while misleading the public about their safety. George Washington University law professor Mary Anne Franks explains the state and federal claims, why the case has drawn comparisons to tobacco litigation, and why the biggest consequence may not be the potential financial penalty, but what internal documents reveal about what Meta knew and when. She joins Ed Ludlow on “Bloomberg Tech.”
——–
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Bloomberg Technology

Anthropic Preps for Blockbuster Public Listing | Bloomberg Tech 8/21/2026

Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as…

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Bloomberg’s Ed Ludlow takes a look at Anthropic as the AI company expects to match or top the size of SpaceX’s record-setting IPO. Plus, sources say Broadcom is in talks to raise more than $60 billion in debt to help Anthropic and others secure chips and computing power, and all eyes are on Nvidia as the chipmaker reports earnings next week.

00:00:00 – Bloomberg Tech Begins
00:00:59 – Shirin Ghaffary & Liana Baker, Bloomberg News
00:05:55 – Sarah Frier, Bloomberg News
00:08:23 – Ryan Gould, Bloomberg News
00:11:59 – Erika Klauer, Science and Technology Partners
00:18:07 – Brody Ford, Bloomberg News
00:19:49 – Peter Elstrom, Bloomberg News
00:23:41 – Mary Anne Franks, George Washington University Law School
00:29:49 – Ryan Vlastelica, Bloomberg News
00:32:41 – Samir Kaul, Khosla Ventures
00:41:02 – Kunjan Sobhani, Bloomberg Intelligence
——–
“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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