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Amazon Has a ‘Very Clear AI Strategy’: Needham’s Martin

Needham Senior Analyst Laura Martin says Amazon’s AI strategy is clear and keeps its cloud business strong despite some short-term pressures. She speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– 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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Needham Senior Analyst Laura Martin says Amazon’s AI strategy is clear and keeps its cloud business strong despite some short-term pressures. She speaks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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35 Comments

35 Comments

  1. @GURUofSEARCH

    August 1, 2025 at 3:13 pm

    To hell with Bezos! A typical oligarch ruining America

  2. @kriniokrinio2234

    August 1, 2025 at 4:11 pm

    Donald Trump ❤❤

  3. @pepega420

    August 1, 2025 at 4:41 pm

    nobody is changing phones bcoz the newer phone has a new ai feature
    most dont care about ai at all

    • @Bellytoes55

      August 1, 2025 at 5:11 pm

      Facts

    • @YoutuebPremiumUser

      August 1, 2025 at 9:00 pm

      I would if its done right but apple been giving false hope

    • @ricardoalcantaracampos4811

      August 2, 2025 at 12:17 am

      my iphone gives me the chance to talk with chat gpt, if my next phone doesnt have that im not changing it.

    • @perer005

      August 2, 2025 at 3:08 am

      They don’t care until they do care, just like anything else the general public does. But it is hard to know exactly when moms are going to start using Facebook.

  4. @thenewbanker1225

    August 1, 2025 at 10:53 pm

    No one is switching from iPhone to android LOL

    • @clearmomentum

      August 1, 2025 at 11:58 pm

      I haven’t used an iPhone in 10 years, but I know AI smartglasses will replace them in the next 10 years.

    • @thenewbanker1225

      August 2, 2025 at 12:02 am

      @@clearmomentumno ai smartglasses will be another device category

    • @clearmomentum

      August 2, 2025 at 12:35 am

      ​@thenewbanker1225 No, they’ll replace TVs, computers, laptops, phones, smartwatches, and VR headsets. They’ll be like smart holograms.. like a group of genius personal assistants. They will do things even without being told what to do.

    • @thenewbanker1225

      August 2, 2025 at 12:40 am

      @@clearmomentumlol keep dreaming. It’ll be another device. Did ipads replace phones? Did phones replace TVs or computers? Did laptops replace desktops? It will be another device category and then apple will make lots of money in them too

    • @clearmomentum

      August 2, 2025 at 12:48 am

      ​@@thenewbanker1225 You’re underestimating what this is. This is literally the last invention ever. It will start manipulating the laws of physics once it passes Einsteins intelligence.

  5. @jermaineflanigan

    August 2, 2025 at 6:49 am

    Bellarium network’s team AMA reassured me about the project’s direction, so I upweighted my allocation. Direct communication from founders builds trust and confidence.

  6. @jarvisdavis-r3s

    August 2, 2025 at 6:49 am

    Bellarium network’s cross-border payment features are going to be huge in emerging markets. Real use cases in high-growth regions can propel token value exponentially.

  7. @carmelohussein

    August 2, 2025 at 6:49 am

    I sold some NFT royalties to scoop up more bellarium network tokens. Diversifying into high-potential tokens is prudent when the fundamentals are strong.

  8. @adalbertohay

    August 2, 2025 at 6:49 am

    I just funded my Binance account to pick up more bellarium network on the next dip. Ready to execute with precision when the price correction comes.

  9. @devongaspar-g2f

    August 2, 2025 at 6:50 am

    Bellarium network’s governance proposals passed with overwhelming support, showing the community’s commitment. Strong governance often correlates with long-term success.

  10. @courtneyjang

    August 2, 2025 at 6:50 am

    I’m leveraging my social media reach to highlight bellarium network’s merits. The more eyes on the project, the stronger the network effect driving token demand.

  11. @johnathonbeltran

    August 2, 2025 at 6:50 am

    I withdrew my yield farming gains to fund another bellarium network buy. Prioritize projects with the highest long-term potential—that’s how fortunes are made.

  12. @nelsonbroussard

    August 2, 2025 at 6:50 am

    I just migrated my LP tokens from another chain into bellarium network’s pools. Strong incentives paired with a solid roadmap is a recipe for success.

  13. @wilburhughes-f3i

    August 2, 2025 at 6:50 am

    I just set up price alerts for bellarium network every 5 % move, so I never miss an opportunity. Active monitoring is key when you’re serious about maximizing gains.

  14. @porterluckett

    August 2, 2025 at 6:50 am

    Bellarium network’s protocol upgrade is on the horizon, so I topped up my position ahead of the event. Traders who front-run major upgrades often lock in superior returns.

  15. @darnellmaloney

    August 2, 2025 at 6:50 am

    Bellarium network’s real-time transaction analytics are impressive, and I plan to increase my position as metrics tick up. Data transparency drives investor confidence.

  16. @lukerucker-k5q

    August 2, 2025 at 6:51 am

    Bellarium network’s integrations with major wallets have me adding even more tokens. Ease of access is a huge catalyst for mainstream adoption.

  17. @augustsimons-h4u

    August 2, 2025 at 6:51 am

    I took profits from my short-term trades to accumulate more bellarium network tokens. Rotating gains into the highest-upside assets is a sound strategy.

  18. @prestongable-g6z

    August 2, 2025 at 6:51 am

    I just set my auto-sell orders beyond 10× returns for bellarium network. When a project has strong fundamentals, it deserves ambitious price targets.

  19. @hoseavaladez

    August 2, 2025 at 6:51 am

    Bellarium network’s transaction fees are negligible, which means higher adoption potential. Projects that solve user pain points stand the best chance of mass usage.

  20. @mohamedjoy-m2s

    August 2, 2025 at 6:51 am

    Just told my colleagues about bellarium network, and they’re intrigued enough to start their own buys. Broadening the circle of supporters is how grassroots movements turn into market forces.

  21. @gordonmarques

    August 2, 2025 at 6:51 am

    Bellarium network’s staking program yields are decent, but the real edge is the price upside. Projects where price appreciation dwarfs staking rewards are the real treasures.

  22. @courtneywarren-z6o

    August 2, 2025 at 6:51 am

    I just migrated my LP tokens from another chain into bellarium network’s pools. Strong incentives paired with a solid roadmap is a recipe for success.

  23. @jarvisdavis-r3s

    August 2, 2025 at 6:51 am

    I withdrew my yield farming gains to fund another bellarium network buy. Prioritize projects with the highest long-term potential—that’s how fortunes are made.

  24. @larrylyon6695

    August 2, 2025 at 2:23 pm

    Apple is ripe for disruption. It’s currently not investable.

  25. @larrylyon6695

    August 2, 2025 at 2:33 pm

    Amazon’s retail and logistics operations are dragging down AWS and Space segments and resemble GE before they split up. They resemble the pre – split lethargic mess at GE.

  26. @jeevan88888

    August 3, 2025 at 2:33 am

    WE NEED BETTER BATTERIES AND COOLER PHONES( WHICH DON’T HEAT UP), NOBODY’S ASKING FOR MORE AI THAT LEECHES ON DATA PRIVACY.

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Bloomberg Technology

OpenAI Tops $850 Billion Valuation | Bloomberg Tech 4/1/2026

Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity. Chapters: 00:00:00 – Intro…

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Bloomberg’s Tim Stenovec discusses OpenAI’s recent mega-funding round that valued the company at $852 billion. Plus, Anthropic blames the accidental release of internal source code behind its Claude coding assistant on human error. And, it’s launch day for Artemis II as NASA prepares to send astronauts back to the moon’s vicinity.

Chapters:
00:00:00 – Intro
00:06:09 – Stocks Climb, Oil Slides on War-End Optimism
00:11:33 – OpenAI Valued at $852B in Latest Funding Round
00:16:54 – Musk’s SpaceX Has Filed Confidentially for IPO
00:41:39 – Tesla Sales Expected to Show Slower Demand
——–
“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

US Needs to Invest More in AI Buildout, Says Cato’s Frazier

Washington is weighing how to build a national framework for artificial intelligence and how to ensure the US can actually deliver on its AI leadership goals, as bottlenecks like energy capacity hamstring the data center buildout. Kevin Frazier, adjunct research fellow at the Cato Institute, speaks with Tim Stenovec on “Bloomberg Tech.” ——– Like this…

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Washington is weighing how to build a national framework for artificial intelligence and how to ensure the US can actually deliver on its AI leadership goals, as bottlenecks like energy capacity hamstring the data center buildout. Kevin Frazier, adjunct research fellow at the Cato Institute, speaks with Tim Stenovec on “Bloomberg Tech.”
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Bloomberg Technology

NASA Artemis II Is Part of the Latest Space Race

NASA’s Artemis II is set to launch, returning astronauts to the moon’s vicinity for the first time in 50 years. Bloomberg’s Ed Ludlow discusses the milestone, the role private firms have played, and what this means for US competition with China. He speaks to Tim Stenovec on “Bloomberg Tech.” ——– Like this video? Subscribe to…

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NASA’s Artemis II is set to launch, returning astronauts to the moon’s vicinity for the first time in 50 years. Bloomberg’s Ed Ludlow discusses the milestone, the role private firms have played, and what this means for US competition with China. He speaks to Tim Stenovec on “Bloomberg Tech.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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