Gil Luria
speaker
60 appearances
17 recordings
1 series
first heard Jul 2026
last heard 12 Aug
Gil Luria’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Aug 2026 with 10.
Appearances
It's incrementally positive.
There is still a really big question about whether we even need neo clouds, whether they're a a good business.
At the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow?
I and I think that what investors are seeing today is they took a small step in the right direction.
Exclusively for Bloomberg.com subscribers.
There is still a really big question about whether we even need neo clouds, whether they're a a good business.
And the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow?
There is still a really big question about whether we even need neo clouds, whether they're a a good business.
And the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow?
Bloomberg News Now · Pakistan Says Iran Deal Near, Coreweave Beats on AI Demand, More · 11 Aug 2026
podcast
There is still a really big question about whether we even need neo clouds, whether they're a a good business.
And the base of it is are they getting a good enough return on investment to pay for the very expensive capital that they have to borrow?
Core
The key to Amazon, just like the key to Google's growth last week, the key to Amazon is that Anthropic is such a big customer.
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Amazon is providing most of Anthropic's compute, and that huge ramp in Anthropic results this year is flowing through Amazon Web Services.
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That's why they have this accelerating growth, because they were wise enough to invest in Anthropic early on and secure that Anthropic used their compute.
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The Bloomberg This Weekend Podcast.
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News, politics, and the lighter side of Bloomberg.
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The most coveted cosmetic enhancement in Asia right now are elf ears.
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The Bloomberg This Weekend Podcast.
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Subscribe today on Apple, Spotify, or wherever you listen.
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Showing 21–40 of 60 · page 2 of 3
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