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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

Anthropic Files for IPO in Global Race to Raise Cash for AI

Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get the latest in tech from Silicon…

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Anthropic filed for its long-awaited IPO, a landmark moment in an industry that is growing ever-hungrier for cash to power ahead. Ed Ludlow reports.
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Bloomberg Technology

Anthropic Drops Its S-1, Giving Market Glimpse Into Finances

Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo…

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Bloomberg’s Ed Ludlow takes a look at Anthropic’s regulatory filing as the company prepares to go public under the ticker ANT. The S-1 revealed Anthropic’s revenue and spending, along with its plan for an unusual corporate structure. Plus, venture investors are in line for a big payday when Anthropic goes public. Matt Murphy from Menlo Ventures and Byron Deeter from Bessemer Venture Partners discuss what they think happens next for the AI market.

00:00:00 – Bloomberg Tech Begins
00:00:45 – Shirin Ghaffary & Sridhar Natarajan on Anthropic IPO filing
00:06:03 – Gil Luria, DA Davidson on Anthropic’s cost of compute
00:15:06 – Lori Keith, Parnassus Investments on Anthropic Investments
00:21:01 – Sarah Frier on Meta raising money for AI spending
00:23:31 – Brody Ford on Microsoft offering buyouts to 60,000 workers
00:24:47 – Natasha Mascarenhas on Anthropic funding details
00:27:47 – Rohit Kulkarni, Burnham Park on Anthropic IPO filing
00:34:20 – Byron Deeter, Bessemer Venture Partners on Anthropic
00:41:58 – Rachel Metz, Bloomberg News
00:44:13 – Matt Murphy, Menlo Ventures on Anthropic IPO
——–
“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

Anthropic IPO Is the “One We’ve Been Waiting For”: Bessemer’s Deeter

Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.…

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Anthropic’s IPO will finally give public market investors a chance to get into the software side of AI, says Byron Deeter, partner at Bessemer Venture Partners. Bessemer first invested in Anthropic during its Series D, and Deeter explains the impact Anthropic going public will have on limited partners. He joins Ed Ludlow on “Bloomberg Tech”.
——–
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