Bloomberg Businessweek Bloomberg Businessweek Weekend - October 31st, 2025
Oct 31, 2025
Mark Mahaney, a leading tech analyst at Evercore ISI, shares insights on Meta's aggressive AI investments and the skepticism surrounding them. Kate Gulliver, CFO of Wayfair, discusses the company's strong Q3 results and innovative AI tools for merchandising. Jimmy Wales, founder of Wikipedia, emphasizes the importance of transparency and community governance in building trust online. Eugene Kang from Archer explores the booming protein snack market and discusses clever distribution strategies to differentiate his brand.
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Meta's AI Bet Versus Market Skepticism
- Meta's aggressive AI spending aims to make it a leader but investors worry about unclear products and monetization.
- Mark Mahaney argues Meta has compute, capital and talent and has already used AI to lift engagement and ad returns.
What Superintelligence Might Actually Deliver
- Superintelligence could manifest as AI personal assistants that research and perform tasks end-to-end for users.
- Mark Mahaney says these assistants would speed complex tasks like booking vacations from hours to minutes when they mature.
Amazon: AWS And Ads Fuel Profit Despite Retail Costs
- Amazon showed broad strength with AWS, retail and advertising driving revenue, though North America retail margins lagged.
- Bloomberg's Poonam Goyal notes AWS and high-margin advertising can offset retail investments like faster shipping.
