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David Gurra

๐Ÿ‘ค Speaker
1970 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Just your reaction to that research report and the co-author's thoughts there.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Okay, well, let's talk about what's defensible, because there's this drip feed of AI doomerism, shall we say, in these various reports and blog posts coming from the CEO of Anthropic himself to over at Citrini.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

We've also had Harvard coming out with their piece that we're seeing it being incredibly effective when it comes to financial security.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

analysis and portfolio decision-making.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

The Harvard-led study is talking about how trading, mutual fund trading decisions, 71%, it predicted right.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

The model was trained over a five-year window, but they're also talking about, look, maybe the outperformance bit is what it misses.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

So, from your perspective, where's the outperformance going to come from some of the companies that can withstand this, that can show that they're really effective while using the AI tools?

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Hilary Frisch, Clearbridge Investments.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Thank you very much.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Now, coming up on the programme, Paramount is said to have raised its offer for Warner Brothers.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

More on the drama to buy one of Hollywood's most storied brands.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

That's next.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

This is Bloomberg Tech.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

Hello, I'm Stephen Carroll.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

I'm in Brussels, where many of Europe's biggest decisions get made.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

And I'm Caroline Hepke in London.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

We're the hosts of the Bloomberg Daybreak Europe podcast.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

We're up early every weekday, keeping an eye on what's happening across Europe and around the world.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

We do it early so the news is fresh, not recycled, and so you know what actually matters as the day gets going.

Bloomberg Tech
Meta to Spend Billions on AMD Gear, AI Scare Trade Continues

And from London, I'm looking at what all that means for markets, money and the wider economy.