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Bloomberg Tech

AI Payoff in Focus During Tech Earnings Bonanza

Bloomberg Tech

Bloomberg

News, Business News, Tech News

4.469 Ratings

🗓️ 30 April 2026

⏱️ 47 minutes

🧾️ Download transcript

Summary

Bloomberg’s Caroline Hyde and Ed Ludlow discuss tech earnings as Alphabet and Amazon see a clear payoff from their AI spending, while Meta lags behind. Plus, Anthropic has begun weighing a fresh funding round that would value the AI developer at more than $900 billion. And Stripe President John Collison discusses the company's new AI tools and partnership with Google.

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Transcript

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0:00.0

Hello, I'm Michelle Hussain, and for more than 20 years, I was at the BBC.

0:05.6

But all the time I was delivering the headlines, I wanted to go further than the news of the day,

0:13.3

to spend more time with the people shaping our world.

0:17.2

And that's what I'm doing here on this podcast, speaking to people from Nigel Farage.

0:22.6

This is a love you trying ever so hard.

0:24.6

To tech journalist Karaswisher.

0:27.6

And the tech industry is running wild.

0:29.6

You know, they've gotten what they wanted and they've seen a huge run-up in their stock prices.

0:33.6

This will be a place where every weekend you can count on one essential conversation to help make sense of the world.

0:44.0

So please join me, listen and subscribe to the Michelle Hussein show from Bloomberg Weekend, wherever you get your podcast.

0:52.4

You're certainly ask interesting questions.

0:58.9

Bloomberg Audio Studios.

1:01.7

Podcasts, radio, news.

1:08.1

Bloomberg Tech is live from coast to coast. With Caroline Hyde in New York and Ed Lovlo in San Francisco.

1:18.3

This is Bloomberg Tech, Alphabet, Amazon, Meta and Microsoft.

1:23.1

All out with earnings and big AI dreams.

1:25.6

The four companies, Ed, are expected to spend as much as $725 billion in 2026.

1:31.7

The key question being whether that massive spending is providing tangible results

1:35.8

will discuss throughout this hour and we fixate on these numbers.

1:39.5

Ed, you said it best.

1:40.8

It was in 70 seconds.

1:42.7

The fire hose ensued last night and Alphabet is the clear

...

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