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AI Payoff in Focus During Tech Earnings Bonanza | Bloomberg Tech 4/30/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And, Stripe President John Collison discusses the company’s new AI tools and partnership with Google.
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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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9 Comments

9 Comments

  1. @plpk

    April 30, 2026 at 7:24 pm

    7:59 Meta is a joke. Horizon Worlds. Glasses. Facebook phone. Now they got Snoop Dogg talking about Dungeons & Dragons like anybody gives a damn. Get out while you can.

  2. @betopatricio3942

    May 1, 2026 at 7:31 am

    QCOM, probably SpaceX/Tesla

  3. @Kirstel

    May 1, 2026 at 8:13 pm

    Hyperscaler 2026 capex now $650-725B aggregate — Alphabet and Amazon showing the payoff first, Meta lagging on monetization. The bigger story underneath: tech is officially a macroeconomic variable, not a sector. It’s showing up in US industrial production data. Macro desks are just clocking the magnitude.

  4. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:08 am

    New Bos Alisa

  5. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:10 am

    Опилки ; алмазные, золотые … продаю

  6. @AndreyGrigoriev-l6w5t

    May 2, 2026 at 11:11 am

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    May 2, 2026 at 11:12 am

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Bloomberg Technology

Apple Already Developing Higher-End HomeView

Apple’s new HomeView has been a long time coming – but now, Apple is already developing a higher-end version of the device with a robotic limb, which can automatically swivel the screen toward whoever is speaking. Bloomberg’s Mark Gurman joins Ed Ludlow with the details from this week’s Power On newsletter on “Bloomberg Tech.” ——–…

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Apple’s new HomeView has been a long time coming – but now, Apple is already developing a higher-end version of the device with a robotic limb, which can automatically swivel the screen toward whoever is speaking. Bloomberg’s Mark Gurman joins Ed Ludlow with the details from this week’s Power On newsletter on “Bloomberg Tech.”
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Bloomberg Technology

Hamilton Lane: AI’s Biggest Returns Have Been Private

Hamilton Lane Executive Co-Chairman Erik Hirsch says much of the wealth created by the AI boom has so far accrued in the private markets, as companies stay private longer and tap increasingly deep pools of capital. With exposure to OpenAI and Anthropic through its venture and growth relationships, Hirsch discusses how investors can access private…

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Hamilton Lane Executive Co-Chairman Erik Hirsch says much of the wealth created by the AI boom has so far accrued in the private markets, as companies stay private longer and tap increasingly deep pools of capital. With exposure to OpenAI and Anthropic through its venture and growth relationships, Hirsch discusses how investors can access private AI companies through funds, secondaries and co-investments – and why even as some of AI’s biggest names head toward IPOs, going public is no longer the default path for most technology companies. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

Anthropic, Musk Offer Competing Visions for Sharing AI Wealth

Anthropic plans to dedicate 5% of its shares to a public benefit fund, offering its own approach to sharing the potential wealth created by AI as concerns grow about AI-driven labor disruption. Bloomberg’s Mike Shepard discusses how the plan differs from proposals for a government-run fund – and from Elon Musk’s pledge to give every…

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Anthropic plans to dedicate 5% of its shares to a public benefit fund, offering its own approach to sharing the potential wealth created by AI as concerns grow about AI-driven labor disruption. Bloomberg’s Mike Shepard discusses how the plan differs from proposals for a government-run fund – and from Elon Musk’s pledge to give every child in America a share of SpaceX – as technology leaders confront a broader question: who should benefit financially from the AI boom? He joins Ed Ludlow on “Bloomberg Tech.”
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