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Investors Hunt for Proof AI Delivering Productivity Gains

Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde…

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Another big week for tech earnings kicks off with investors eyeing the impact of circular AI deals and spending. Natalie Gallagher, principal economist and director at Board, joins Caroline Hyde on “Bloomberg Tech.”
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11 Comments

11 Comments

  1. @kamenidriss

    February 2, 2026 at 1:07 pm

    this crash is going to be spectacular

  2. @LorenzoWozniak

    February 2, 2026 at 2:05 pm

    Depends on your finances . 1000$ in Xaidut is 4000 Xaidut if it goes to 50% of ath in 2026 thats a 600% gain. If it goes equal to ath . Its a 1200% gain.

  3. @RochelleMondragon-s8c

    February 2, 2026 at 2:31 pm

    New to channel—thanks for alpha. Cycle bags: $XRP, $ETH, $XA80B. High conviction on last like you.

  4. @abinjoseph9808

    February 2, 2026 at 3:45 pm

    I use grok for small daily stuff it’s great 😊

  5. @u4ea70

    February 2, 2026 at 5:02 pm

    TL;DR – they have invested trillions into AI, they have nothing to show for it and AGI is a pipe dream.

  6. @matt.stevick

    February 2, 2026 at 5:33 pm

    haters doing due diligence 4 us
    👍🏼🙏🏼😇📈🇺🇸

  7. @dwiss2556

    February 2, 2026 at 5:34 pm

    Hope is for the church, evidence is for the market

  8. @johnjay7822

    February 2, 2026 at 6:07 pm

    Sounds like a circular question: If you don’t have them, but want more to stock up on, where do you get them?
    If you “stock up”, you’re going to drive up prices….like you’ve already done with RAM.

  9. @Chris-se3nc

    February 2, 2026 at 6:41 pm

    Job cuts because of AI productivity is a joke. Cover up for capex increased spending on infrastructure or plain workforce rebalancing due to a weak economy

  10. @happyt98

    February 2, 2026 at 7:13 pm

    If you cannot automate your entire job within months, you are a moron.

  11. @marcin3136

    February 2, 2026 at 7:17 pm

    As I said- investors will be looking for specifics/confirmation/justification (meaning a strategy, not information about building another barn with servers- that’s not a strategy, it’s “infrastructure protection”- still a strategic action and very important, but it’s not a strategy per se)

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Bloomberg Technology

Meta Releases New AI Model Called Muse Wonder

Meta Platforms, parent company of Facebook, has released a long-awaited artificial intelligence model called Muse Wonder. This model is said to be competitive with OpenAI’s ChatGPT and Anthropic’s Claude. Meta stock rose on the news. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the…

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Meta Platforms, parent company of Facebook, has released a long-awaited artificial intelligence model called Muse Wonder. This model is said to be competitive with OpenAI’s ChatGPT and Anthropic’s Claude. Meta stock rose on the news. Mandeep Singh of Bloomberg Intelligence has more.
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Tesla to Debut Cybercab at Paris Motor Show

Tesla’s Cybercab will make its first appearance in Europe at the Paris Motor Show this week. Elon Musk is trying to expand the company’s footprint outside of the US. Bloomberg’s Detroit Bureau Chief David Welch reports on Musk’s ambitions and challenges. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Tesla’s Cybercab will make its first appearance in Europe at the Paris Motor Show this week. Elon Musk is trying to expand the company’s footprint outside of the US. Bloomberg’s Detroit Bureau Chief David Welch reports on Musk’s ambitions and challenges.
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Odd Lots: How OpenAI’s Rogue Model Hacked Hugging Face

On this episode of the Odd Lots podcast, Nate Soares, president of the Machine Intelligence Research Institute, joins Joe Weisenthal and Tracy Alloway to talk about how a rogue OpenAI model hacked Hugging Face and why he thinks humanity’s demise in the hands of superintelligent AI is inevitable. ——– Like this video? Subscribe to Bloomberg…

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On this episode of the Odd Lots podcast, Nate Soares, president of the Machine Intelligence Research Institute, joins Joe Weisenthal and Tracy Alloway to talk about how a rogue OpenAI model hacked Hugging Face and why he thinks humanity’s demise in the hands of superintelligent AI is inevitable.
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