Bloomberg Tech

@bloombergtech · Podcast

Latest segments

• iPhone Duo preorders sell out, 2026-10-30
  Reads the sellout as a K-shaped economy signal
  Brief earnings-preview detour that uses the Duo sellout as a read on the K-shaped economy: a $2,000 phone moving fast says something about who can afford it. No new inventory or shipping data, and it stays inside the sellout framing.
• Anthropic's $2T IPO slip, 2026-10-30
  Sizes Anthropic's spend at under 0.1% of budgets
  Puts a number on how little of the enterprise wallet Anthropic has captured: among Fortune 500 companies already spending $100,000 a year, that spend averages under 0.1% of total corporate expenses. Singlehurst reads it as day one, citing Bezos and Moore's Law.
• Anthropic's $2T IPO slip, 2026-10-30
  Interviews an Anthropic backer on compute costs
  Interviews Baillie Gifford's Peter Singlehurst, an Anthropic backer, who says the S-1 held no surprises and puts the compute-efficiency story on the record: compute costs ran at 10 times revenue in 2023 and 55 percent of revenue in the first half of 2026, credited to the multi-silicon strategy.
• AI spend concentration, 2026-10-30
  Pushes back on the AI concentration thesis
  Puts AWS CEO Matt Garman on the record against the concentration thesis: he says AWS growth is spread across labs, big tech and hundreds of thousands of smaller customers, and that much of Anthropic's spend arrives through Bedrock from those customers rather than directly.
• Intel's weak Q4 guide, 2026-10-30
  Recaps the chip selloff and Intel's plunge
  Market wrap on the selloff: the Nasdaq 100 down almost 3%, the SOX almost 7% and on its longest weekly losing streak since April 2025, with Intel's near-30% drop as the anchor. It restates the Intel move already on the record before turning to AWS.
• Binance's $6.3B heist, 2026-10-30
  Reports the Binance breach and frozen stablecoins
  First coverage of the Binance breach: the laptop entry point, the $3 billion stablecoin freeze, the DPRK attribution from three analytics firms, and the muted market reaction. Binance says company funds cover the full loss.
• Rivian and Roblox earnings, 2026-10-30
  Interviews Roblox's CEO on the post-earnings drop
  Interviews CEO Dave Baszucki after the drop: he defends the quarter as a beat on guidance, flags 18-and-up users growing 18% and spending about 50% more per engagement, and says AI-created experiences reached the top 20 for the first time.
• Intel's weak Q4 guide, 2026-10-30
  Argues the memory squeeze hits AMD too
  Portfolio manager Joanne Feeney walks through the Intel guide-down and the PC slump, arguing the memory squeeze hits AMD too and that AMD's server chips are the better opportunity. Reaction and analysis, staying inside the earnings story already on the record.
• Intel's weak Q4 guide, 2026-10-30
  Breaks down Intel's guide-down and supply squeeze
  Opens the episode on Intel's earnings fallout: the roughly 28-29% drop, the fourth-quarter guide that missed by $2-3 billion, and CEO Lip-Bu Tan's explanation that memory going to AI data centers is starving PCs while an explosion in Israel and substrate shortages cap CPU supply.
• Data center backlash, 2026-10-29
  Frames capex risk around rates and politics
  Rana frames the hyperscaler capex question around two forces: higher interest rates and a political climate turning against data centers. He cites Microsoft's disclosure of a delay at a third-party data center as the first sign, and warns that repeated delays would leave cash flow negative and projected growth unrealized.
• Amazon Q3 earnings preview, 2026-10-29
  Breaks down Amazon's capex and cash outflow
  Rana walks through Amazon's spending: roughly $220 billion in annual cash capex and a $42.4 billion trailing-twelve-month free cash flow outflow, defended by AWS operating margins near 39% and a cloud run rate of about $180 billion growing 40% a year.
• Amazon Q3 earnings preview, 2026-10-29
  Recaps AWS meeting estimates as shares fall
  Covers Amazon's third-quarter print: AWS met rather than beat at 39% growth while Google and Microsoft posted big cloud beats, and shares fell about 6.7% after hours. Rana argues the guidance above 40% into 2027 and 2028 is the strong part.
• Intel's weak Q4 guide, 2026-10-29
  Questions Intel's margin and foundry trajectory
  Sobhani walks through the counterfactual on Intel's quarter: more data center supply would have softened the top line but not the margin hit. Frames the analyst-call questions around gross margin trajectory and foundry progress, staying inside the guidance-miss story.
• Intel's weak Q4 guide, 2026-10-29
  Reports Intel's 600 basis point margin drop
  Sobhani walks through the print: the fourth-quarter guide missed badly, data center supply cannot offset PC weakness, and gross margin fell more than 600 basis points quarter over quarter on new-node loading and a weaker PC mix.
• Amazon Q3 earnings preview, 2026-10-29
  Previews AWS growth near 40 percent
  Previews Amazon's earnings with Bloomberg's Matt Day: AWS growth expected just shy of 40%, capex guided near $220 billion, and the case that AI in Alexa and retail lifts the rest of the business.
• Microsoft's $25B bond sale, 2026-10-29
  Reads the bond sale as a spending signal
  Brings on a Bloomberg Intelligence credit analyst to read the bond sale as a signal the hyperscale spending cycle has not peaked. Adds the credit math: Microsoft outranks the U.S. government, could place $100 billion, and carries a near-zero cost of debt against a 14% cost of equity.
• Alphabet's Q3 miss, 2026-10-29
  Traces the cash burn to the SpaceX stake
  Sarah Frier walks through the earnings: AI mode queries at the top of search are popular but monetize poorly and cost more, and part of the free cash flow decline traces to Alphabet's SpaceX stake losing value. Adds the mechanism behind the miss and a cause for the cash burn the card did not have.
• DoorDash buys Instacart, 2026-10-29
  Breaks down the $17 billion deal approvals
  Bloomberg's Natalie Lung walks through the $17 billion DoorDash-Instacart deal: the antitrust and shareholder approvals still needed, a close expected late next year or 2028, combined DashPass and Instacart Plus memberships, and the advertising and enterprise business that is 30% of Instacart's revenue.
• Microsoft's $25B bond sale, 2026-10-29
  Lays out the 10-tranche bond structure
  Lays out the bond sale's structure - at least $25 billion across 10 tranches from two to 40 years - and sets it against Microsoft's $20 billion quarterly and roughly $80 billion trailing free cash flow, with the guest calling Microsoft the clear earnings-season winner over Alphabet.
• Alphabet's Q3 miss, 2026-10-29
  Cross-checks the miss against Azure growth
  Walks through Alphabet's earnings with an equities reporter: fastest search query growth in five years, but a $1.5 billion search revenue miss, negative free cash flow and a roughly $470 billion market cap wipeout. Sets it against Microsoft's Azure growth and positive cash flow.