#NASDAQ:META

Enshittification Isn't Real, a16z Argues

a16z guest Ruby Justice Thelot argues enshittification is platform narcissism, citing user growth from 2.5B to 6B and satisfaction gains.

Ironclad Rethinks AI Token Spend ROI

Ironclad replaces token leaderboard culture with trusted throughput, measuring merged PRs and review quality to raise ROI on AI token spend.

Meta AI scam detection Poland 2026: verification push

India's AI Ambitions: $20B Bet Meets Power

India's AI buildout faces 15% NVIDIA price hikes and 2GW campuses as $20B in incentives meets 5-10GW of new compute demand.

Brave Adds Email Aliases

Brave browser launches Email Aliases, a new feature to protect users' personal email addresses from websites and trackers.

Claude Code Adds Design Preview, Cross-Session Chat

Anthropic's Claude Code introduces a 'Claude Design' research preview and cross-session messaging, enhancing developer productivity and collaboration.

Alibaba's AI Spending Hits Profit, Meta-Microsoft AI Deal

Bloomberg Tech covers Alibaba's profit plunge amid AI spending, Meta's deal with Microsoft, and Castellian's $13B valuation.

Alibaba's AI Push Hits Profits, Meta's Circular Financing

Alibaba's profits tanked amid AI spending, Meta's reliance on Microsoft raises concerns, and a defense tech startup hits $13B valuation.

Meta's Massive Microsoft AI Spend Revealed

Meta is spending hundreds of millions annually on Microsoft's Azure for AI services, consuming trillions of tokens for coding assistance.

ChatGPT Ads Land in Europe

OpenAI is expanding ChatGPT Ads to 31 European countries, aiming to fund free AI access and build its advertising platform.

AI Race: Is US Dominance Dangerous?

Tech analyst Ben Thompson discusses the potential dangers of US AI supremacy and the complex economic and geopolitical factors shaping the AI race.

Prediction Markets Bet Big on Bitcoin, Fed Rates

Polymarket sees $14.9M in 24h volume, with Bitcoin price and Fed rate decisions dominating bets.

Meta's Muse Glimmer AI Runs on a Single PC

Meta Platforms unveils its new Muse Glimmer AI model, designed for single-computer operation, as oil prices surge and Wall Street indexes fluctuate.

General Reasoning Founders on Scaling AI Models to Long Horizons

Ross and Chengxi Taylor of General Reasoning discuss Galactica, RLHF, KellyBench, and the infrastructure needed to scale AI models to long horizons.

Tech Giants Commit $2.4 Trillion to AI Infrastructure

Alphabet, Meta, Microsoft, and Amazon commit nearly $2.4 trillion to AI data center infrastructure as Wall Street caps a positive trading month.

OpenAI Cuts Off Cambodian Scam Syndicate

OpenAI disrupted a Cambodia-based scam operation using ChatGPT to run romance, investment, and law enforcement schemes.

Musk, Zuckerberg and Altman Clash Over AI Future

Tech leaders Sam Altman, Mark Zuckerberg, and Elon Musk clash over the future of AI regulation, safety, and the potential for superintelligence.

Microsoft Soars, Meta Plummets on Earnings

Microsoft's stock soars on AI traction and cloud growth, while Meta's AI bets falter. Qualcomm faces cost headwinds. Apple's CEO transition looms.

Alex Wang: From Math Whiz to AI Pioneer

Meta's Alex Wang discusses his journey from early AI research to leading Meta's AI efforts, emphasizing the criticality of data and the future of agentic AI.

Nvidia's $750 Billion AI Deals Face 'Circular' Scrutiny

Nvidia's massive AI deals, the tech industry's scrutiny of capex, Meta's internal struggles, and the tin can industry's tariff woes were discussed on the Bloomberg Intelligence Podcast.

AI Capex Slowdown Risks and China Tech Rebound

Thomas Thornton discusses record outflows from Korean equities, potential AI capex cuts, and the bright outlook for Chinese tech stocks.

AI Chip Stocks Dip, SpaceX Eyes Pentagon Deal

AI chip stocks dip as optimism cools. SpaceX eyes Pentagon deal, Meta explores leasing compute power to Anthropic, and a judge weighs Paramount's Warner Bros. Discovery merger.

OpenAI Plans AI Speaker Amid Apple Lawsuit

Bloomberg Businessweek Daily covers the Fed's Beige Book, Kevin Warsh's testimony, OpenAI's AI speaker plans, and market trends.

Peter Thiel: Tech Industry Pressured by "Woke" Culture

Peter Thiel, former Meta board member, discusses how the tech industry was pressured by "woke" culture and regulators, leading to policy failures and a disconnect between public statements and private realities.

Meta's Aggressive AI Play: Zuckerberg's Vision for Superintelligence

Kurt Wagner discusses Meta's AI strategy, including the Muse Spark 1.1 model outperforming Google, Mark Zuckerberg's superintelligence vision, and evolving monetization plans.

Tchir: AI and Everything Else - Two Economies Driving Markets

Peter Tchir of Academy Securities outlines a market divided into two economies: the AI-driven compute sector and everything else, warning of potential risks if AI spending slows.

Meta Introduces Paid AI Models, Bernanke Joins Anthropic Trust

Meta introduces paid access for its AI models, former Fed Chair Ben Bernanke joins Anthropic's AI trust, and Micron invests $3 billion in US semiconductor supply chains.

Zuckerberg on Meta's AI Strategy: Aggressive Pricing and Openness

Mark Zuckerberg's Meta Platforms is pivoting its AI strategy with the introduction of paid tiers for developers and an aggressive pricing model, aiming for widespread adoption and long-term monetization.

Zuckerberg on Meta's AI Push: Pricing and Talent

Mark Zuckerberg reveals Meta's new paid tier for AI models, aiming to price them lower than competitors and secure top AI talent.

Meta Explores AI Infrastructure Rentals Amidst Denza Z Launch

Meta Platforms is reportedly considering renting out its AI infrastructure, while China unveils its powerful Denza Z luxury supercar.

Micron Surges on AI Chip Report, Meta and AstraZeneca Dip

Micron's stock rises on AI chip production news, while AstraZeneca dips due to drug trial results and Meta falls on AI pricing reports.

Micron, SK Hynix Expand Amid AI Boom; Meta Monetizes AI

Micron plans $250B US plant investment, SK Hynix launches record US share sale, and Meta monetizes AI with paid model tiers.

Mag 7 Loses Market Swagger as AI Spending Shifts

The 'Magnificent 7' stocks are losing their market luster as AI investment shifts to semiconductor companies driving infrastructure growth.

Alphabet Gains $2T as AI Infrastructure Faces Headwinds

Alphabet gains $2T as AI infrastructure faces headwinds. Meta sees stock dip on compute sale plans, while American Eagle affirms guidance.

Meta Builds Cloud Business to Sell Excess AI Compute

Meta Platforms is reportedly building its own cloud business to sell excess AI compute power to external clients, aiming to monetize its significant investments in AI infrastructure.

Bloomberg News: USMCA, Trump Crypto, Meta AI Cloud

Bloomberg News Now covers USMCA trade deal changes, Trump's $1.4B crypto earnings, and Meta's AI cloud venture.

Meta to Build Cloud Business for AI Compute

Meta is reportedly planning to build its own cloud business to sell excess AI compute power, offering API access to AI models and renting out data center capacity.

Meta AI Cloud, KitKat Recipe Change Highlighted

Bloomberg Money Minute covers Meta's AI cloud plans, Nestlé's KitKat recipe changes, and the CIA's AI adoption.

AI's Role in Revitalizing Rural Economies Explored

Bloomberg Businessweek explores how Meta's massive data center investment in rural Louisiana could revitalize the local economy, while raising concerns about resources and community impact.

Meta AI Chief Faces Challenges After Rocky First Year

Alexandr Wang's first year as Meta's Chief AI Officer has been a period of strategic shifts, talent acquisition, and increased investment amidst challenges.

Bloomberg Money Minute: Market Moves

Bloomberg Money Minute covers US-Iran progress impacting oil, SpaceX share surge, Roku sale talks, and Meta's AI cost controls.

Dollar Tree, US-Iran Tensions, Meta AI Subscriptions

Bloomberg Money Minute covers Dollar Tree's revenue rise, US-Iran ceasefire friction, and Meta's new paid AI subscriptions.

Bloomberg Money Minute: Oil, Meta AI, Toyota, Target

Bloomberg Money Minute covers falling oil prices, Meta's AI subscriptions, Toyota recalls, and Target's new employee metrics.

Markets Rally on Peace Hopes, OpenAI Eyes IPO, Meta Faces Probe

Markets rallied on Iran peace talks, oil dropped, OpenAI prepares for IPO, and Meta Platforms faces an EPA investigation.

Parag Agrawal: Creators Miss Out on AI Agent Economy

Parag Agrawal, CEO of Parallel, discusses the need for a new economic model for content in the AI agent era, with his platform 'Index' aiming to reward creators for the value their work provides to AI.

Meta's AI Shift and Home Depot's Sales Slump

Meta is reassigning 7,000 workers to AI roles amid job cuts, while Home Depot's sales miss targets due to housing market uncertainties.

AI Layoffs, Spy Dolphins, and McDonald's China Bet

CNBC reports on AI's impact on jobs, military uses of dolphins, and McDonald's China expansion. Layoffs linked to AI aren't boosting stocks as expected, while marine mammals aid in underwater detection, and McDonald's thrives in China.

BMO's Schleif: AI Stampede Fuels Rally Beyond Tech

Carol Schleif of BMO Wealth Management discusses how the AI boom is driving market growth beyond tech, highlighting investments in infrastructure and supply chain resilience.

China Blocks Meta's Acquisition of AI Startup Manus

China's government has blocked Meta's $2 billion acquisition of AI startup Manus, signaling a tightening grip on key technologies and a shift in the global AI race.

Microsoft and Meta Lead AI Spending Amidst Tech Earnings

Microsoft and Meta are making significant AI investments. Microsoft's cloud business is seeing AI-driven growth, while Meta focuses on personalization. Both companies are key players in the evolving AI landscape.