About this episode

The episode discusses the impact of AI spending on tech earnings, highlighting Alphabet and Amazon's successes while Meta lags, and features an interview with Stripe President John Collison about new AI tools.

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. See omnystudio.com/listener for privacy information.

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