Caroline Hyde

That's going to be in better targeting.

Pretty much anything they can do to show, hey, look, this $50 billion data center we're building in Louisiana is actually helping our revenue or will help our revenue immediately.

going to be very important because a lot of their futuristic bets we've talked about the metaverse on here virtual reality uh even the ai glasses which seem to be going well i mean these are not driving meaningful revenue to the company and yet they are sucking tons of cash uh to to operate and so that is the trade-off a lot of the big bets still haven't materialized uh on the revenue side just yet so they need to show that ai is continuing to help on that ads business

Bloomberg's Kurt Wagner, he's going to be all over them post the bell today.

Thank you.

That does it for this meaty edition of Bloomberg Tech.

So much more to come, Ed.

Yeah, the Mag 7 starts in earnest.

Today is the day and it's the market run up going into it.

Kind of got me on edge, you know.

Recap on the podcast.

Cara's right, it was meaty.

You know where to find it.

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I know where I'll be at my desk after the market bell.

I know what I'm bracing for.

Question is, will you be back with us?

This is Bloomberg Tech.

I'm Barry Ritholtz, inviting you to join me for the Masters in Business podcast.

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