Meta Warns of Worsening AI Losses

Wolfe Research Analyst Shweta Khajuria joins Caroline Hyde and Ed Ludlow to break down earnings results from Meta and Uber and what to expect from Amazon earnings coming out after the closing bell. She speaks on "Bloomberg Technology."
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[Skilliard]

Capex doesn't inherently mean losses if those investments actually produce revenue or cost savings. That being said, I am very skeptical that AI investments will produce good returns.

[EricCooleric]

the way Aliagents integrates AI with tokenization is changing the game, excited for the future

[JustinBerlowski]

impressed with the direction Aliagents is taking in the AI space, big things coming from them

[coolkatz]

Ol Zuck don't give AF loves the big spending on Ai

[Johnbrownpe]

Aliagents is definitely ahead of the curve with their tokenized AI approach, the potential here is huge

[swedesam]

Huh, no way....nobody saw that coming from the billions upon billions in capex spending.

[cya]

meta is bold. it can play out greatly for them. only the future will tell but to be honest, as investor in meta, i prefer to see their large capex quite relaxed. its a bet i am willing to accept.

[MarkWether]

the tech Aliagents is developing could be a real game changer for the AI industry

[mariuscash]

Message is so clear..Mercedes is ditched. Meta is moving to ai ..

[petersuvara]

Who the hell wants to be stuck watching their computer for their life... wow... this is what we have come to.

[AndrewMann]

AI companies will only be hurt financially when investors see through all their hype.

[kawingchan]

I sometime interprete to be “defense spending” with nvda being the arm dealer. If you dont advance AI, your core biz itself will be gone. It may be necessary even when you dept of defense is “losing” $$ for u.

[davidrockefeller]

People in this comment section are behind already

[Loki-ewgg]

Meta is a Social RnD company. In order to produce innovation at a cheaper cost than competitors you need to spend a lot.

[abcd_qwerty]

analyst knows more to make profit than the CEO

[jaffarbh]

Generative AI for recommendation!! Something doesn't sound right here!

[chesapeake]

When I see investors worry about current AI spending and earnings on a quarter-by-quarter basis, I know they don't really understand AI. As a former software engineer, I'm not sure how anyone who doesn't understand large language models and transformers from a technical perspective has any idea what they're truly investing in, the potential revenue streams of these models or how exponential its growth and earnings will be. These companies are spending hundreds of billions for a reason. They clearly see what's about to happen. My AI investment timeline is 2-5 and 10 years. I couldn't care less what they do this quarter or next.

[advaitdubhashi]

How can Bloomberg have the latest news when they don't even have his latest picture

[petersuvara]

No one cares about AI, except those trying to sell AI... This is even from people I know in AI.

[rgen]

Everyone should delete all account from meta.