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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

Alibaba’s AI Spending Spree, Concerns of Circular AI Financing | Bloomberg Tech 8/20/2026

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems. 00:00:00 –…

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba’s profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft’s largest AI customers, and at defense tech startup Castelion’s plans to boost production of its hypersonic missile systems.

00:00:00 – Bloomberg Tech Begins
00:01:49 – Peter Elstrom, Bloomberg News
00:04:44 – Marta Norton, Empower
00:12:39 – Vlad Tenev, Robinhood CEO
00:15:06 – Brody Ford, Bloomberg News
00:19:51 – Rachel Metz, Bloomberg News
00:24:03 – Rebecca Torrence, Bloomberg News
00:26:18 – Andrew Kreitz, Castelion
00:33:24 – Navin Chaddha, Mayfield
00:41:18 – Greg Ryan, Bloomberg News
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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

Mayfield Bets on AI’s Earliest Founders

Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield…

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Mayfield has invested more than $3 billion in AI companies, much of it before founders have built a product or even formed a company. Managing Partner Navin Chaddha joins Bloomberg to discuss why he sees AI as a “100x opportunity,” why venture returns still depend on finding a handful of exceptional founders, and why Mayfield is resisting the industry’s push toward ever-larger funds to stay focused on early-stage investing. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Defense Startup Taking a SpaceX Approach to Missiles

Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at…

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Defense startup Castelion has raised $1 billion at a $13 billion valuation as it races to scale production of its Blackbeard hypersonic weapon system and develop new long-range and defensive capabilities. Co-founder and CFO Andrew Kreitz discusses why manufacturing thousands of weapons at low cost is the company’s central challenge, and how his experience at SpaceX shaped Castelion’s approach. He joins Ed Ludlow on “Bloomberg Tech.”
——–
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