Carol Massar

speaker

1,353 appearances 37 recordings 3 series first heard Dec 2024 last heard 12 Sep

Carol Massar’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 33 in all, peaking in Jul 2026 with 13.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Earnings Roundup: Meta, Microsoft & Qualcomm · 29 Jul 2026 podcast

What do you think? matched

You're going through all of these releases right now. matched

You point out that Mark Zuckerberg, what uh Mandeep was referring to, Mark Zuckerberg writing, quote, AI's accelerating our core business today, powering our next generation of products and opening the door to entirely new enterprise opportunities. matched

What are those opportunities? matched

from Capex, where's that money going? matched

Why are margins under pressure? matched

You don't think that's what it is? matched

So it's just CapEx, you matched

It it it will be CapEx. matched

But can't they make up for that with with the investments that they've made and making advertising more targeted and and getting us to click or at least getting marketers in front of eyeballs in an even more efficient way? matched

Well we know matched

What? matched

Uh I don't know. matched

I mean I th I think go go ahead. matched

I don't know. matched

Some context to the word discipline now, Carol. matched

Discipline for meta platforms means one hundred and thirty billion to one hundred and forty five billion dollars in CapEx uh this year. matched

We have Arm Holdings as well. matched

I want to go to Qualcomm real quick to Ed because Ed is interviewing Cristiano Amon tomorrow on on Bloomberg Tech. matched

Uh be sure to tune in for that, the CEO of Qualcomm. matched

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