Uploaded August 2026 | Updated September 2026, 2 weeks ago

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Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boost production of its hypersonic missile systems.

00:00:00 - Bloomberg Tech Begins
00:01:49 - Peter Elstrom, Bloomberg News
00:04:44 - Marta Norton, Empower
00:12:39 - Vlad Tenev, Robinhood CEO
00:15:06 - Brody Ford, Bloomberg News
00:19:51 - Rachel Metz, Bloomberg News
00:24:03 - Rebecca Torrence, Bloomberg News
00:26:18 - Andrew Kreitz, Castelion
00:33:24 - Navin Chaddha, Mayfield
00:41:18 - Greg Ryan, Bloomberg News
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