Rachel Metz
speaker
261 appearances
18 recordings
2 series
first heard Nov 2025
last heard 2 Sep
Rachel Metz’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 — 18 in all, peaking in Aug 2026 with 11.
Appearances
Bloomberg Tech · Alibaba's AI Spending Spree, Concerns of Circular AI Financing · 20 Aug 2026
podcast
And it's I think it's important though to note that this isn't real world use.
I mean the that could be quite different.
in in many ways, but these can give a sense um for in math or in science or encoding um how well a model could perform.
I mean, I think that uh what we're seeing more and more, and my colleague Shereen Gafari has done some great reporting on this uh quite recently, is there's a bit of a shift from talking about token pricing to talking about like cost per task.
Um, how much does it cost to do this thing or that thing?
And I think there's also been a lot more cost consciousness on the part of companies, um, perhaps on
individual users if you're trying to do something with a powerful model it gets quite expensive quite quickly.
That's because it costs a lot of money to do computationally heavy tasks.
So a lot of these Chinese companies, they recognize that their pricing can be quite a bit lower.
And I think we'll see l more and more companies saying, hey, this could be a really good bang for my buck.
Bloomberg News Now · Oil Rises As Iran Deal Hope Dims, Soaring US Debt Costs, More · 18 Aug 2026
podcast
So we have this revenue number, which is many times what the company had reported um just a a year earlier, which indicates that what it is doing, it's trying to sell its services, um especially to companies, but also consumers are buying its services as well for its chatbot cloud is working.
Bloomberg's Rachel Metz has more.
It looks like each company is showing investors and potential investors better information than it could have just a month or two ago.
And so that could be a really positive sign for an IPO.
Yeah, so we have this revenue number, which is many times what the company had reported just a year earlier, which indicates that what it is doing is trying to sell its services, especially to companies, but also consumers are buying its services as well before its chatbot cloud is working.
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I mean, it's up about, like, gosh, at least 14-fold from last time.
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It also is clear that the company had...
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Their annualized revenue or run rate crossed 47 billion in May.
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From what we know, OpenAI has an annual run rate of over 40 billion, but it's important to remember that companies calculate things differently.
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Oh, for me, it feels like it's still a little tricky to predict that one.
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Showing 61–80 of 261 · page 4 of 14
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