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Meta Warns of Worsening AI Losses

Wolfe Research Analyst Shweta Khajuria joins Caroline Hyde and Ed Ludlow to break down earnings results from Meta and Uber and what to expect from Amazon earnings coming out after the closing bell. She speaks on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Wolfe Research Analyst Shweta Khajuria joins Caroline Hyde and Ed Ludlow to break down earnings results from Meta and Uber and what to expect from Amazon earnings coming out after the closing bell. She speaks on “Bloomberg Technology.”
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10 Comments

10 Comments

  1. @Skilliard

    October 31, 2024 at 3:18 pm

    Capex doesn’t inherently mean losses if those investments actually produce revenue or cost savings. That being said, I am very skeptical that AI investments will produce good returns.

    • @SirGenesis206

      October 31, 2024 at 4:32 pm

      Yeah, that’s what I wanted to say. Spending and losses shouldn’t be “same”. If I’m making $110-$120 billion and I want to spend some on the future, so what? I could just stop if it doesn’t work out.

  2. @mariuscash2144

    October 31, 2024 at 4:34 pm

    Message is so clear..Mercedes is ditched. Meta is moving to ai ..

  3. @BmW-ks5se

    October 31, 2024 at 5:07 pm

    ไหว้ กราบกราบกราบ กราบบุญบารมีบุญ กราบกราบกราบ (กราบสาธุ)(กราบสาธุ)(กราบสาธุ) กราบกราบกราบครับ

  4. @AndrewMann205

    October 31, 2024 at 7:07 pm

    AI companies will only be hurt financially when investors see through all their hype.

  5. @afterglow5285

    October 31, 2024 at 8:18 pm

    AI PEAKED

  6. @rgen28

    October 31, 2024 at 8:19 pm

    Everyone should delete all account from meta.

  7. @swedesam

    October 31, 2024 at 8:22 pm

    Huh, no way….nobody saw that coming from the billions upon billions in capex spending.

  8. @HLTan-f6u

    October 31, 2024 at 8:40 pm

    Use their Ads before, no use at all.

  9. @chesapeake566

    October 31, 2024 at 9:02 pm

    When I see investors worry about current AI spending and earnings on a quarter-by-quarter basis, I know they don’t really understand AI. As a former software engineer, I’m not sure how anyone who doesn’t understand large language models and transformers from a technical perspective has any idea what they’re truly investing in, the potential revenue streams of these models or how exponential its growth and earnings will be. These companies are spending hundreds of billions for a reason. They clearly see what’s about to happen. My AI investment timeline is 2-5 and 10 years. I couldn’t care less what they do this quarter or next.

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Bloomberg Technology

China Tech In Bear Market, Google’s Chrome Future | Bloomberg Technology

Bloomberg’s Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. Plus, what’s next for Google’s Chrome browser after the DOJ says it must be divested, and Project Liberty on a potential opportunity to buy out TikTok. Chapters: 00:09:00 – Chamber of Progress CEO Adam Kovacevich 00:18:00 –…

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Bloomberg’s Caroline Hyde discusses the increasing pressure faced by Chinese tech names as the sector enters bear territory. Plus, what’s next for Google’s Chrome browser after the DOJ says it must be divested, and Project Liberty on a potential opportunity to buy out TikTok.

Chapters:
00:09:00 – Chamber of Progress CEO Adam Kovacevich
00:18:00 – Talking Tech
00:32:20 – Menlo Ventures Partner Tim Tully
00:38:10 – Project Liberty Founder Frank McCourt Jr.
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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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Bloomberg Technology

Project Liberty: We’re In a Position to Buy TikTok

Frank McCourt Jr., founder of Project Liberty, says the company may have the opportunity to buy TikTok “when and if it is sold.” He joins Caroline Hyde to discuss on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and…

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Frank McCourt Jr., founder of Project Liberty, says the company may have the opportunity to buy TikTok “when and if it is sold.” He joins Caroline Hyde to discuss on “Bloomberg Technology.”
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Bloomberg Technology

Following the AI Money Trail

Tim Tully of Menlo Ventures discusses their latest report on where enterprises are spending within the Gen AI landscape. He joins Caroline Hyde to discuss on “Bloomberg Technology.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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Tim Tully of Menlo Ventures discusses their latest report on where enterprises are spending within the Gen AI landscape. He joins Caroline Hyde to discuss on “Bloomberg Technology.”
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