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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@Oldaker
August 3, 2026 at 4:05 pm
The news I care-ish about
@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.
@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
@1952RONALD
August 3, 2026 at 6:29 pm
What’s the plan for spent fuel?
@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…