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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

Artemis II Safely Returns to Earth After Historic Moon Mission

NASA’s Artemis crew of four astronauts returned to Earth and splashed down in the Pacific Ocean, capping humanity’s first return to the moon in more than 50 years. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:  …

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NASA’s Artemis crew of four astronauts returned to Earth and splashed down in the Pacific Ocean, capping humanity’s first return to the moon in more than 50 years.
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Bloomberg Technology

Why Officials Are Worried About Mythos, Anthropic’s New AI

The advent of Mythos and AI models like it that can exploit well-hidden flaws in software points to a faster-moving, less predictable phase of the cyber arms race. Here’s what to know Original filename: Anthropic_threat_FINAL.mp4 ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with…

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The advent of Mythos and AI models like it that can exploit well-hidden flaws in software points to a faster-moving, less predictable phase of the cyber arms race. Here’s what to know

Original filename: Anthropic_threat_FINAL.mp4
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Medicare Navigation Startup Raises $100 Million

Startup Chapter has closed a $100 million Series E to grow its Medicare navigation platform. Chapter CEO Cobi Blumenfeld-Gantz and one of its investors Ross Fubini, managing partner of XYZ Ventures, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full…

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Startup Chapter has closed a $100 million Series E to grow its Medicare navigation platform. Chapter CEO Cobi Blumenfeld-Gantz and one of its investors Ross Fubini, managing partner of XYZ Ventures, join Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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