Bloomberg Technology
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…
Bloomberg Technology
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
The recent selloff in AI stocks has sparked fresh debate over whether more efficient models will reduce demand for chips and data centers. Advisers Capital Management’s JoAnne Feeney explains why she still sees long-term opportunities in AI infrastructure and why she’s more cautious on memory stocks like Micron. She joins Ed Ludlow on “Bloomberg Tech.”…
Bloomberg Technology
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
Moonshot’s Kimi K3 has reignited the debate over the future of AI and whether China’s open-weight models are closing the gap with OpenAI and Anthropic. Bessemer Venture Partners’ Sameer Dholakia joins Bloomberg to discuss why competition is good for AI, where the frontier model makers still have an edge, and why he believes we’re only…
Bloomberg Technology
Nvidia Rolls Out New Chips, WBD Deal In Limbo | Bloomberg Tech 7/21/2026
Bloomberg’s Ed Ludlow breaks down Nvidia’s latest AI chip rollout, as the company says its next-generation processors are now shipping to customers and entering full production. Plus, a judge hits pause on Paramount’s merger with Warner Bros. Discovery, throwing the blockbuster media deal into limbo. And, Sameer Dholakia of Bessemer Venture Partners joins to discuss…
No more panicking when someone says, “Tell me about yourself”
Don’t Give Up on AI Chips Yet, Says JoAnne Feeney
Moonshot’s Kimi K3 Reshapes the AI Conversation, Says Bessemer Partner
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@kamenidriss
February 2, 2026 at 1:07 pm
this crash is going to be spectacular
@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.
@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.
@abinjoseph9808
February 2, 2026 at 3:45 pm
I use grok for small daily stuff it’s great 😊
@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.
@matt.stevick
February 2, 2026 at 5:33 pm
haters doing due diligence 4 us
👍🏼🙏🏼😇📈🇺🇸
@dwiss2556
February 2, 2026 at 5:34 pm
Hope is for the church, evidence is for the market
@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.
@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
@happyt98
February 2, 2026 at 7:13 pm
If you cannot automate your entire job within months, you are a moron.
@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)