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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

Divergent Targets Faster, Cheaper Defense Production

Divergent CEO Lukas Czinger says advanced manufacturing can help the Pentagon build weapons faster, cheaper and at far greater scale. Working with Lockheed Martin’s Skunk Works and other defense contractors, Divergent uses technologies including 3D printing to move from engineering inputs to flight-ready hardware in under three months. He joins Ed Ludlow on “Bloomberg Tech.”…

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Divergent CEO Lukas Czinger says advanced manufacturing can help the Pentagon build weapons faster, cheaper and at far greater scale. Working with Lockheed Martin’s Skunk Works and other defense contractors, Divergent uses technologies including 3D printing to move from engineering inputs to flight-ready hardware in under three months. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Lockheed Taps OpenAI to Solve F-35 Challenges

Lockheed Martin is taking a model-agnostic approach to AI, using 55 different large language models across its business while applying the technology to everything from internal operations to autonomous weapons systems. SVP of Technology and Strategic Innovation Sarah Hiza discusses how Lockheed tests AI before deploying it, the growing role of autonomy and crewed-uncrewed teaming,…

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Lockheed Martin is taking a model-agnostic approach to AI, using 55 different large language models across its business while applying the technology to everything from internal operations to autonomous weapons systems. SVP of Technology and Strategic Innovation Sarah Hiza discusses how Lockheed tests AI before deploying it, the growing role of autonomy and crewed-uncrewed teaming, and reveals that OpenAI is working alongside the F-35 team to tackle complex math and physics challenges tied to advanced sensor capabilities. She joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Bloomberg Defense Tech Special

Bloomberg’s Ed Ludlow is live from Skunk Works, Lockheed Martin’s advanced aircraft development facility in Southern California. Lockheed Martin’s OJ Sanchez and Sarah Hiza weigh in on the company’s road to innovation in the defense tech space, Fortem CEO Jon Gruen discusses the drone warfare landscape, and Divergent CEO Lukas Czinger explains how the startup…

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Bloomberg’s Ed Ludlow is live from Skunk Works, Lockheed Martin’s advanced aircraft development facility in Southern California. Lockheed Martin’s OJ Sanchez and Sarah Hiza weigh in on the company’s road to innovation in the defense tech space, Fortem CEO Jon Gruen discusses the drone warfare landscape, and Divergent CEO Lukas Czinger explains how the startup is helping build weapons faster, cheaper and at far greater scale.
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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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