Bloomberg Technology
Microsoft’s AI Story Is Still Being Discovered, Says Goldman
Gabriela Borges, Goldman Sachs managing director and senior software equity research analyst, joins Bloomberg after raising her price target on Microsoft, saying the software giant is showing stronger signs that its AI investments are translating into revenue. She discusses Azure growth, improving adoption of Copilot, Microsoft’s AI strategy, and why she believes investors are only…
Bloomberg Technology
Rivian Sees R2 Driving Its Path to Profitability
Rivian CFO Claire McDonough joins Bloomberg’s Ed Ludlow as the EV maker begins delivering its highly anticipated R2 SUV. She discusses early customer demand, the production ramp, and why the more affordable vehicle is expected to drive Rivian toward automotive gross-profit positivity by the end of 2026. McDonough also outlines the company’s capital position, software…
Bloomberg Technology
Microsoft Wins, Meta Faces Questions, Qualcomm Sees Supply Chain Challenges | Bloomberg Tech
Bloomberg’s Ed Ludlow breaks down big tech’s earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg’s AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs. And, all eyes are on Apple as Tim…
Bloomberg Technology
Qualcomm Sees AI Driving Its Next Growth Wave
Qualcomm CEO Cristiano Amon joins Bloomberg after the chipmaker warned that soaring memory prices and supply shortages are weighing on the smartphone market. He explains why he expects that pressure to ease over time, how Qualcomm is shifting its business toward automotive, data centers and industrial AI, and why the company sees its next phase…
Google DeepMind Demos Gemini Robotics 2 Doing Household Chores, and We Can’t Wait for the Future!
Rivian Sees R2 Driving Its Path to Profitability
The Iran war has cost billions — but its toll goes far beyond the global economy says @Ian_Bremmer
Nitya Subramanian: Products and Protocol
Sleep Expert Answers Questions From Twitter ???? | Tech Support | WIRED
Ways you can help Black Lives Matter movement (links, orgs, and more) ????????
Google DeepMind Demos Gemini Robotics 2 Doing Household Chores, and We Can’t Wait for the Future!
Rivian Sees R2 Driving Its Path to Profitability
The Iran war has cost billions — but its toll goes far beyond the global economy says @Ian_Bremmer
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@amit4006
July 30, 2026 at 1:58 pm
1 st comment
@thelemetric
July 30, 2026 at 3:38 pm
a 10 year old brainrot kid commenting on bloomberg is crazy work.
@TS73827
July 30, 2026 at 3:56 pm
Clueless person (her Brit accent gets her a seat on a useless show)
@MrktPulseAlpha
July 30, 2026 at 4:04 pm
Looks like cloud providers has a nice edge in this market
@Tiporae
July 30, 2026 at 7:15 pm
700
@ausmiku
July 30, 2026 at 7:32 pm
It’s the same mindless AI spin every day. Do your research. AI can’t “do” maths, it doesn’t store “knowledge”, it can’t verify its own results, it has no logic or deduction capability, it’s not trusted in law or medicine, it often mixes up “he” and “she”, it’s only right 50% of the time, and it can hallucinate. It’s the biggest scam in history. If AI is so good why aren’t the AI “experts” on their super yachts ? LOL. The AI company fraudsters and their clueless fanboys and influencers will disappear.
@MichaelandJello
July 30, 2026 at 8:14 pm
All the experts suddenly come out of the woodwork after a good sets of results…. Which is useless for investors. Pls schedule them before results are announced 😂
@ertreri
July 30, 2026 at 8:51 pm
Microsoft is currently dominating the AI landscape through sheer pragmatism. Rather than betting everything on a single proprietary architecture, they are fully embracing the reality of commoditized assets—happily hosting top-tier American and Chinese models alike based purely on performance and pricing. At the same time, they continue to invest in training their own frontier models to maintain essential technical depth and “skin in the game,” even though their broader business model does not require their proprietary models to be the absolute best.
This pragmatic shift is equally evident in their developer tooling. Originally, the Copilot coding agent struggled with performance limitations. Because Microsoft bundled the tool into low-cost enterprise subscriptions, they faced the risk of unsustainable server-side costs from heavy, daily usage, forcing them to heavily throttle and restrict the Copilot CLI.
A turning point arrived on June 1st, when Microsoft restructured the Copilot coding agent around a transparent token-consumption model and lifted the artificial constraints on the CLI. Free from the financial bottlenecks of flat-rate subscriptions, the Copilot CLI has evolved into a genuinely exceptional development environment.