Bloomberg Technology Bonus Episode: Tesla, Meta and Microsoft Earnings
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Jan 29, 2025 Mandeep Singh, a Senior Technology Analyst at Bloomberg Intelligence, and James Cakmak from Clockwise Capital dive into the latest earnings from Tesla, Microsoft, and Meta. They explore Microsoft’s cloud revenue struggles amidst fierce competition, and the rising role of AI in their strategy. Meta's mixed financial outlook and the implications of their AI investments are also discussed. The duo reflects on how these tech giants navigate the evolving AI landscape, emphasizing the impact of DeepSeek insights on future market dynamics.
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Microsoft's Cloud Performance
- Microsoft's intelligent cloud numbers suggest slower adoption of 365 Copilot, likely due to high pricing and uncertain ROI.
- Despite this, their Azure infrastructure revenue shows strong growth, indicating a solid foundation but potential competition in applications.
Salesforce's AI Strategy
- Salesforce is focusing on AI agents instead of building its own LLMs, leveraging existing models like OpenAI or Llama.
- Open-sourcing and decreasing LLM pricing benefits all software providers, creating more competition.
Meta's AI Focus
- Meta's large capex, despite DeepSeek, suggests confidence in their AI monetization plans.
- Their focus remains on monetizing Llama and leveraging AI to enhance ad quality.