Bloomberg Tech Meta Shifts to AI Devices From Metaverse
16 snips
Jan 13, 2026 
Alexandra Moussavisade, Co-CEO of Evident, shares insights on banks' AI spending and how JP Morgan is deploying AI technologies. Hema Palmer, a Bloomberg hedge fund reporter, discusses the expected strong returns for hedge funds in 2025 and the pivotal role of AI in this landscape. Klarna's CEO, Sebastian Siemiatkowski, weighs in on President Trump's proposed credit card interest rate cap and how Klarna's buy-now-pay-later model could adapt to these changes. The discussion highlights a significant shift in the tech ecosystem.
AI Snips
Chapters
Transcript
Episode notes
Bank AI Adoption Is Real But Early
- Banks are three years into GenAI adoption but ROI is still emerging across firms.
- Alexandra Moussavisade expects wider ROI over the next 3–4 years as agentic AI and scaled deployments mature.
Baidu Sees Strong AI Monetization
- Baidu reports heavy AI investment with rapid monetization in cloud, search, and robotaxi usage.
- Henry He says AI cloud revenue and AI-driven search content have surged, showing strong returns on investment.
Apple Leans On Google To Accelerate AI
- Apple's deal to embed Google's Gemini highlights cost and speed advantages of external models and chips.
- Analysts see the arrangement as a fast path for Apple to deliver useful consumer AI without building everything in-house.