Bloomberg Technology
Why Anthropic’s AI Edge Appeals to Long-Term Investors
Anthropic’s technical expertise, innovation and efficient use of compute set it apart in the AI landscape, says Peter Singlehurst, head of the Private Companies Team at Baillie Gifford. Singlehurst discusses why Anthropic’s governance structures – giving its seven founders voting control – are good for long-term investors. He joins Ed Ludlow on “Bloomberg Tech.” ——–…
Bloomberg Technology
Intel Tumbles on PC Outlook, AWS CEO on AI Spending and Growth
Bloomberg’s Ed Ludlow looks at the fall in Intel shares as a bleak outlook exposes the chipmaker’s struggle with a deepening PC slump and difficulty meeting CPU demand. Plus, AWS CEO Matt Garman discusses the cloud giant’s accelerating growth and massive AI buildout. And, Bitcoin tumbles after hackers siphoned off $6.3 billion from Binance in…
Bloomberg Technology
Roblox Sees AI Content Surge as Daily Active Users Fall
Roblox CEO David Baszucki says the platform has seen an explosion of AI-fueled content in the last three months. But the online gaming company is seeing some growing pains after rolling out tougher child-safety measures, with daily active users falling 9% last quarter, while bookings dropped 12%. Baszucki joins Ed Ludlow on “Bloomberg Tech.” ——–…
Bloomberg Technology
AI to Drive 40% Growth for AWS: CEO Garman
AWS CEO Matt Garman discusses how the company is looking to “responsibly fund” its AI buildout to meet customer demand. Revenue at the Amazon cloud unit grew for the sixth straight quarter, and the company is projecting it could grow more than 40% year over year in each of the next two years. Garman joins…
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@zz-.-
October 30, 2026 at 1:25 pm
This is a misleading chart. It will not be sustainable bc their ARR growth rate will not sustain and everyone knows it. It will still be astronomical, but it will not be at the same scale as the last 3 years, naturally. So this chart will revert higher again, without question.
@118Columbus
October 30, 2026 at 1:39 pm
The flip
@118Columbus
October 30, 2026 at 1:40 pm
He doesn’t need to learn anything new with the S-1 because the whole point of going public is to stuff naive retail bag holders and indexers. It’s like get it free money from midgets.
@mikaellindiceland
October 30, 2026 at 1:56 pm
Recursive self-improvement is more difficult than it sounds. Improving from what to what? How will AI judge what’s “better”, if it’s supposed to be 10x-100x “better” than human performance? Speed, yes, that’s one thing, but runaway intelligence? That still seems far away. “It will just take off and leave us behind”, they say, but they never explain how, except “yeah, one model improves the next, which then improves it again, and again, and suddenly, humans are like ants in comparison”, then implied: “then perhaps we can turn a profit”. Meh.
@10parth10
October 30, 2026 at 2:51 pm
Anthopic AI edge is a current edge how is it any evidence for long term investing? Open AI, gemini, Meta etc can all catch up next year
@mariohernandez-xo8yd
October 30, 2026 at 2:54 pm
i´m tired of ai bs
@cryptocynic304
October 30, 2026 at 3:16 pm
Spending 100’s of billions in order to have ultimately a Google Search 2.0. Brilliant!
@bmbrs3
October 30, 2026 at 6:30 pm
yikes, someone is ignorant. That’s like saying an iphone is just a pager 2.0
@sb94b
October 30, 2026 at 7:13 pm
nice try diddy
@yi-vn4fz
October 30, 2026 at 9:15 pm
we also very early days in the space travelling. early days for forever living. bs