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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

Key Takeaways From Apple’s WWDC 2026 Event

Apple unveiled its new intelligence system — underpinned by Google technology —  during a keynote presentation at the company’s Worldwide Developers Conference. Ed Ludlow breaks down what you need to know. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed…

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Apple unveiled its new intelligence system — underpinned by Google technology —  during a keynote presentation at the company’s Worldwide Developers Conference. Ed Ludlow breaks down what you need to know.
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Bloomberg Technology

What Apple’s 2025 iPhone App of the Year Founders Want From Siri

As Apple kicks off WWDC in Cupertino, the spotlight is turning to inclusive design. Melissa Azari and Helene Nørlem are the co-founders of Denmark-based Tiimo, a visual planning app that was crowned Apple’s iPhone App of the Year. They join Ed Ludlow on “Bloomberg Tech” from Cupertino, California. ——– Like this video? Subscribe to Bloomberg…

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As Apple kicks off WWDC in Cupertino, the spotlight is turning to inclusive design. Melissa Azari and Helene Nørlem are the co-founders of Denmark-based Tiimo, a visual planning app that was crowned Apple’s iPhone App of the Year. They join Ed Ludlow on “Bloomberg Tech” from Cupertino, California.
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Bloomberg Technology

Early Stage Investing in the Age of Huge Pre-IPO Rounds

Kindred Ventures has raised $355 million for its latest deep tech and robotics funds, fresh capital which comes as the firm’s previous vintage hits the top 1% of its class. Kindred Ventures Managing Partner and founder Steve Jang, joins Caroline Hyde on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:  …

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Kindred Ventures has raised $355 million for its latest deep tech and robotics funds, fresh capital which comes as the firm’s previous vintage hits the top 1% of its class. Kindred Ventures Managing Partner and founder Steve Jang, joins Caroline Hyde on “Bloomberg Tech.”
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