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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

Google, Blackstone to Create AI Cloud Firm

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s decision to create an AI cloud business with Blackstone which will run on Google’s homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Google’s decision to create an AI cloud business with Blackstone which will run on Google’s homegrown AI chips. Plus, the legal battle between Elon Musk and his OpenAI co-founders ends with a jury ruling that Musk waited too long to sue. And, Meta bets big on Louisiana for the world’s biggest AI facility, as it plans AI-related layoffs this week.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:02:00 – Mandeep Singh, Bloomberg Intelligence
00:04:34 – Marta Norton, Empower
00:09:19 – Madlin Mekelburg, Bloomberg News
00:11:02 – Dorothy Lund, Columbia Law School
00:16:15 – Parag Agrawal, Parallel CEO
00:26:32 – Riley Griffin, Bloomberg News
00:30:58 – Lori Beer, JPMorgan Global CIO
00:39:47 – Dan Wright, Armada CEO
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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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Bloomberg Technology

Creators Miss Out on AI Agentic Economy, Says Parallel CEO

Parallel, a web API purpose-built for AI, is launching ‘Index’, a new marketplace that pays publishers and data providers based on how much their content helps an AI agent complete a task. Parallel founder and CEO Parag Agrawal, also the former CEO of Twitter, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like…

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Parallel, a web API purpose-built for AI, is launching ‘Index’, a new marketplace that pays publishers and data providers based on how much their content helps an AI agent complete a task. Parallel founder and CEO Parag Agrawal, also the former CEO of Twitter, joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

JPMorgan Global CIO Sees Productivity Opportunity with AI

JPMorgan Global Chief Information Officer Lori Beer sits down with Bloomberg Surveillance co-host Lisa Abramowicz to discuss the “rapidly accelerating” change of pace in AI over the past six months and how the company is navigating the use of AI agents in the bank’s workforce considering factors like task automation and security. ——– Like this…

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JPMorgan Global Chief Information Officer Lori Beer sits down with Bloomberg Surveillance co-host Lisa Abramowicz to discuss the “rapidly accelerating” change of pace in AI over the past six months and how the company is navigating the use of AI agents in the bank’s workforce considering factors like task automation and security.
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:

 
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