>> from the heart of where innovation, money and power collide, in silicon valley and beyond, this is "bloomberg technology" with emily chang.

emily: i'm emily chang in san francisco when this is "bloomberg technology." meta takes a beating as the making of the metaverse gets more expensive. it is the second straight quarter of yearly revenue declines ever. there are bright spots for facebook and instagram. plus, elon musk is in the building, at the twitter office where on friday he will address the staff he reportedly plans to cut by 75%. it is one of the biggest ideas of the year. the ceo of mobileye talks about the long row ahead -- road ahead. let's take a look at the markets with ed ludlow.

meta with lackluster results, everything from -- focusing on profit numbers. ed: down almost 14% and it is the forecast for revenue in the current period between 32 .5 billion dollars-$30 billion, cap it is what we are calling it. it is the themes we thought. a slowdown in the global ad market, and meta reality labs, revenue coming in at $285 million, the estimate was $406 million. if the future is the metaverse, they aren't buying vr headsets and the loss in that unit, $.7 billion -- 3.7 billion dollars. things looking painful but there is a commitment from meta to keep investing on the transition to the metaverse. nasdaq 100 with its biggest drop in two weeks, snapping the

longest winning run in six weeks. the last 24 hours change the psychology in the market. the 10 year yield, you think this would be supportive for technology shares. not so. then there is alphabet, microsoft, down by the biggest amount since march 2020 when the pandemic hit. then there is twitter. where would you like to start with that? emily: let's start with the kitchen sink. don't throw it all away. ed: hopefully our wonderful producers will put the video on the screen. elon musk arrived with -- at twitters offices just off market street. we reported today, according to sources and an internal memo, mosque is going to be -- musk is going to be walking the corridors. staff will be encouraged to say

hello. we are told he will address staff on friday. the washington post and bloomberg, reporting last week musk was telling investors he would cut headcount by as much as 75%. morale is not great at twitter. a new piece of news, according to sources, some equity investors have transferred their committed capital to musk's lawyers, so all signs are looking at the deal closing on friday. emily: we will be following this every step of the way. i want to dig deeper into meta's results with the principal analyst at insider intelligence. focusing on the forecast and profit, orderly profit being cut in half. that is a big number for a company as big as meta. >> we are coming up on meta's

one year and of her story of the name change. meta today is a far cry from what facebook was one year ago. as facebook, the company was able to generate double digit growth every year, revenue growth every year. last year it posted 37% revenue growth. we have had two consecutive orders of revenue declines. our new forecast shows meta will post its first ever year-over-year decline in worldwide ad revenues for the full year 2022. emily: let's talk about the bets meta is making. the shift to reels and the metaverse. is there evidence either of these are actually paying off? jasmine: zuckerberg's bet on the metaverse is jeopardizing the short term health of its business. i will say there is business

interest in the metaverse. we have seen activations from businesses, but those are coming out of experimental budgets for the most part, which means they are potentially able to be cut if the macroeconomic conditions weaken. reels is where facebook and instagram should focus. it is where the competition within social media remains. reels is lagging far behind tiktok and it needs to catch up to be able to continue to grow its ad business. emily: let's talk about broader changes to the ad business. meta hitting back at apple for the changes apple is making, impacting social media companies. how much bigger of a cut is apple going to get and how much smaller of a cut is facebook or meta going to get? what does that mean over the long term? jasmine: the effects of apple's

privacy changes continue to plague all social platforms. we have seen that in multiple earnings that have come out. apple in some ways may be benefiting. it launched its own ad business. but these companies need to work to develop and deploy effective solutions for ad attribution if they want to continue to grow their businesses in this new environment. emily: twitter was supposed to report earnings today. didn't happen. that was the estimated date. we have elon musk going into twitter today with the kitchen sink, a powerful metaphor. we are reporting that he is planning to cut 75% of twitters workforce. what do you imagine happens friday? jasmine: musk has every reason to want to close the deal by friday. if it doesn't close, the case goes to court and it is likely that twitter will win anyway and

musk will be able to avoid the reputational damage that might ensue if the case goes to trial. a musk-owned twitter will likely result in more chaos. we know employee morale is low. some employees are left, others are concerned about layoffs. that is a valid concern. in terms of how that might affect business, even if massive cuts don't take place immediately, the fact that this idea is being floated around by musk may be enough to spook advertisers. advertisers want to spend their dollars on platforms they view as stable and right now that isn't twitter. emily: what is your sense of what these potentially 5500 people do, that he seems to think are expendable? and if the platform can be run with the necessary oversight with 2000 people?

jasmine: i think where these cuts take place, if they do, will give us a good indication of what musk intends to do with the platform. if he reduces headcount significantly in the ads division at twitter, it may indicate he is making good on his promise to reduce twitters reliance on advertising. he could cut in the content moderation division, which could show he intends to loosen content moderation guard rails, which is something he has been vocal about. emily: given all of these things, major evolutions happening at facebook, potentially friday twitter becoming a private company, apple moving in and trying to take a bigger cut of social media ad revenue, you mentioned how different meta looks today than a year ago. how different does the social media industry look a year from now? jasmine: i believe the time is ripe for more disruption in the

social media industry. tiktok was the biggest disruptor to usage and revenue in the social media landscape for many years, but we are seeing now, there are other social apps starting to bubble up and capture the attention of the coveted gen z audience. i believe we will see more of that in 2023 and have established social platforms continue to scramble to keep their audiences and continue to grow their businesses. emily: i wonder what it means for snap. we heard from evan spiegel at the wall street journal technology conference. he blasted the metaverse,g the last thing i want to do when i get home from work after a long day is live inside a computer. two questions. what does this mean for snap, and does this infatuation that some brands might have with the

metaverse dry up, especially as we go into an economic downturn? jasmine: snap has positioned itself as anti-metaverse for some time. it has been susceptible to a lot of the challenges plaguing all social platforms. part of the problem is that snap is considered a less essential platform than meta, although meta is experiencing cuts. it is easy for advertisers to justify pulling ads and budget from snap. it doesn't help that it staked its future on augmented reality, which is a more experimental format for a lot of advertisers. snap has something that meta and twitter have struggled to articulate, and that is a long-term vision, but having a long-term vision, isn't really a way to help in the short term. snap has to turn things around

now if it wants to make its vision a reality. emily: do you think augmented reality is more likely to, are you more optimistic about the future of augmented reality than virtual reality? jasmine: augmented reality holds long-term promise especially among the audience using snap chat. we are seeing young users communicate with each other and entertain each other through ar filters. we are seeing some brands and consumers lean into ar as a shopping tool. i believe that will continue to grow. i don't necessarily believe that it will reach mass adoption, but i think it is becoming more of a utility and will continue to do so over the next couple years. emily: jasmine, insider intelligence, thank you for your insights. we will continue to watch that.

add spotify to the list of companies struggling to -- with profitability and ad sales. this is bloomberg. ♪

emily: questions are looming about spotify's profitability. so by -- subscriber growth topping estimates but it is being hit by a slowdown in ad spend, sending shares down more than 9%. ashley, we are talking about twitter and meta, snap and their struggles, so how is that impacting spotify?

ashley: spotify says it's ad revenue grew this order, but more slowly than anticipated. it is blaming the broader macroeconomic issues we are seeing. emily: what kind of troubleshooting are they doing? what are the solutions? ashley: it is tricky. the ceo says ad revenue doesn't represent a huge portion of their business. they are mostly a subscriber based business. they want to grow those premium subscribers, which they did this quarter, beating expectations. at the same time, they need to double down on the podcast business because that is where they say they are benefiting from advertiser money. emily: apple seems to be the enemy and the conversations about social media advertising where does apple music, spotify's main can -- competitor, fit in? ashley: a couple interesting developments. apple music raised prices this week and of course, daniel locke

was asked about that and he said they will have conversations about raising prices, they just have to have conversations with label partners. spotify came out, they have talked about apple and antitrust and the app store fees they have to pay. spotify launched audiobooks in september and originally you could, it was a pain but you goodbye audiobooks for the app. you would get the link emailed to you. it was going around the app store fees. now on ios you can't purchase them at all. spotify said they are unhappy with the experience. on google you can have that emailed system but at least you can buy audiobooks. emily: what is next for audio streaming and podcasts? there are still questions about how big the podcasting advertising market is.

ashley: we have seen a lot of big players like i hurt media and spotify and cumulus try to bolster their podcast businesses and focusing on programmatic advertising, bringing in big brands and getting them to spend in podcasting, an industry we think about as direct response advertisers. big companies are focusing on bringing them into the mix as the economy takes a downturn. emily: can you give us the latest on daniel lack? he was making a bid for the arsenal football team and now his company is going through significant struggles. what has that meant for some of his other aspirations? ashley: i'm not sure how it changed his other goals. he doesn't get any sort of concern or struggles for the company. he sees it as, we told you we

are pursuing podcasting and audiobooks. we need to make investments to grow and have a better gross margin is this as charting the worst. investors have turned on the company, though. emily: more to the story. ashley, thanks for weighing in. coming up, our conversation with the mobileye's ceo and founder on the heels of the first day as a public company. this is bloomberg. ♪

at fidelity, your dedicated advisor will help you create a comprehensive wealth plan for your full financial picture. with the right balance of risk and reward. so you can enjoy more of...this. this is the planning effect. emily: intel's mobileye unit, which developed software and self-driving technology, started

trading on wall street. ed ludlow caught up with ceo and founder amnon shashua today. take a listen. amnon: our plan is to go to fully autonomous driving as a specter -- spectrum of solutions. we started with the basic solution which is our silicon connected to 11 cameras, seven long-range on four parking cameras. this is being used for hands-free driving. through a modular expansion by adding active sensors to create eyes off solutions with expanding domains. for example, you start with the camera, add the front phasing -- facing ladder and you can add corner radars and enable lane changes. add imaging radars and enable

lane changes in condensed traffic. you can get the robo taxi and create a spectrum of solutions and we have an already shipping this base system. ed: how critical is china to the growth story for your business? do you see the business growing with case in china? that is an important global market. amnon: we look at china, there were two attractive things. one is the market itself area of the market share in china has been going -- growing substantially. we found china is moving forward. we took advantage of putting our latest innovation starting in china, the system i mentioned with 11 cameras called supervision, already shipped in china. then generating interest with western oems and we started

getting significant attraction with six oems designed into this system called supervision going forward from 2023-2025. ed: what about knowing forward? we know about trade restrictions on technology in china. do you need to build new partnerships in the market? amnon: we have multiple partnerships in that market. we are less concerned about our type of product. this chip is not a supercomputer. it is not programmable. you can't put it on a data and write any code you like. it is purpose built to sit in a car. we don't see our chip at the forefront of export controls. we are focusing on building a great product, creating partnerships, using the tech forward approach to migrate this outside of china. it is proving successful.

ed: we have talked about this for years. do you see a business where mobileye makes money from true autonomy? when does that happen? when do you start making money as a service provider, not just a maker of system on chips? amnon: what has changed in the past five years, what is more nuanced is, when you talk about autonomy, it is not just robo taxis. our competitors are focused on robo taxis. we see something more nuanced. i mentioned autonomous blades as you go to adding more active sensors. robo taxi is just one end of a long spectrum of solutions and we are at the final stages of certification on robo taxis. we have 10 poc's with public transport operators next year

that we made public a few months ago. we have a fleet of about 100 vehicles dedicated for those poc's and the purpose of those is to start building a business model that makes sense for us. we don't want to be heavy -- capex heavy. we want to supplies -- supply the self-driving system and vehicle and our partners will take, will do the service themselves. they could use our software to be licensed to them, but they have the expertise, the financial know-how of how to manage leads of vehicles. that is not an area we want to be active in. emily: mobileye ceo and founder with ed ludlow. you can catch the full interview at bloomberg.com. coming up, more on meta. the latest numbers and the impact of apple's new ad policy on the social media giant relator, dashes social media

giant. a new gap about women who are confident in their financial future and those who aren't. the majority are confused about crypto. this is bloomberg. ♪

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emily: welcome back to "bloomberg technology." let's

get back to met as a result. ed ludlow has been listening to the call. ed: a lot of explanation about why costs and operating expenses will be higher in the near term before they look at the budget in the future. they are talking about dramatically slowing the third order area they added about 3700 people despite what we heard last month about zuckerberg pushing to cut cost. there will be infrastructure investments in ai. previously facebook said it needs to invest in ai to improve the power of the facebook platform as well as the transition to the metaverse. this one is for you, this jumped out at me. instagram and whatsapp now each have 2 billion users. when the headline hit, the market didn't do anything. we are still down more than 15%. you remember when that was everything. how is instagram going to drive

ruth for the future -- growth for the future? how will we monetize whatsapp? zuckerberg leads with that in his were marks. that is telling about the story they are trying to tell. emily: a lot happening under the hood. ed ludlow, thank you. meta criticized apple over changes to the app store, which takes account of social media advertising revenue. mark covers all things apple. this has been happening for a while. remind us what the intention of these changes was and how they are working in practice. mark: two years ago, apple announced a feature called app tracking transparency. this throws up a pop-up to users before the system will allow an application to track you for advertising purposes across different applications and different websites. from apple's perspective, this

puts that permission in the hands of the user. sounds simple but from the perspective of meta, snapchat, twitter and other social media that makes their advertising less powerful and makes it so advertisers will be paying a lot less and for facebook and these companies to make less money. it is interesting that facebook went on the offensive yesterday regarding the latest changes to the rules ahead of their earnings, which are fairly disappointing to wall street. and investors. from what we understand from meta and other people we spoke to, the latest changes related to apple wanting a 30% cut or a commission on boosts, a type of advertising within facebook and other platforms, it is not really going to have a material impact on meta at least. emily: what is our sense of how much these apple changes specifically are impacting let's

say facebook or instagram, and how much apple is benefiting from these changes? mark: from what we have seen so far in terms of a financial standpoint, apple is not benefiting from these changes in any way. the company is working on its own new advertising push. you may have seen in the app store, they added a couple new ad slots. it wasn't like meta was previously able to advertise within the app store. advert -- apple is bringing advertising to maps. that doesn't impact meta either because apple is going to be the only provider of ads within the platform. apple is not really benefiting here, but meta certainly is losing, remember a couple years ago, they throughout a $10 billion estimate related to the impact. some say that is related to the reality labs, the vr unit and you have seen the losses are piling up. it is not exactly cut and dry,

how much these companies are losing. clearly there is a significant financial impact. last night i was at a conference in laguna beach and the head of software who was instrumental in the development of privacy features was asked about this. he said they didn't consider the financial impact this would have on other complement needs -- other companies. the standpoint is from a user perspective. emily: you have skeptics who might think doesn't apple have this data? are they going to build their own social advertising juggernaut on the back of all of this information, that they are preventing other companies from having access to? mark: that is a fair point. i made the same point in a recent call for power on. anyone listening should subscribe. that is true, they are building an advertising juggernaut themselves. they want to push ads eventually to an ad supported tier of tb

plus. they could put ads across apple music. the app store is getting more advertisements. apple maps will get advertisements. they throw ads in between plays on the mlb integration for the tv plus app. they are pushing that and collecting data. apple is collecting data on users. they say they are following the same protocols they are wiring from developers -- requiring from developers, but that is something to take a look at and something we will re-examine once the new advertising slots hit. we will see the difference in technology they are using between meta and apple and if apple is really taking a different standpoint and using different methodology, they say they are, everything we have seen is that they are. at this point we have no reason not to believe them but clearly it seems hypocritical on the surface. emily: mark gurman, as always,

thank you. we will continue this conversation with david, who wrote the book on facebook back in the day. when you look at these recent meta numbers and hear about the changes, the impact of a company like apple, does it boggle your mind, how different meta is today than the company that you started covering 15 years ago? >> it is shockingly different but it is different than it was a year ago, as jazmine was saying earlier. it is amazing to think about the essentially steady decline this company has experienced in a lot of different ways, ever since they changed their name and declared that they were preparing for the metaverse future. it is stunning, looking at what has happened today. the stock was down 60%, but before today's action and today,

since this morning, the stock is down more than 20% in one day. last i checked after hours, it was still declining. it was 108-something just a second ago. the stock was 380-something very recently. it is stunning. but i think a lot of it can be traced to essentially an absence of governance. most companies have a more collaborative managerial approach, where a board actually gets to tell the ceo what they think. that is not the case here. emily: an absence of governance, or an overambitious, overreaching mark zuckerberg? david: those two things go together. zuckerberg is a brilliant leader and a great product person and i think really come a genius in many ways, but he is obsessed with wrong thing.

one of the things jasmine said was the idea that a lot of social media innovation is underway right now. what did this company do? instead of trying to innovate in social media, they decided to innovate in something new. if they had been spending all this money to try to come up with new social media product, especially at a time when they aren't allowed to buy anything by regulators, that would probably be a more advantageous approach, and much more acceptable to investors. emily: got to ask, since we saw elon musk walking into twitter today with the kitchen sink and twitter could be a private company in 48 hours, how do you think elon musk and zuckerberg, who i know, they don't like each other much but interesting. i'm curious how you compare their approaches. david: you have to give musk

credit for having a sense of humor. the kitchen sink could mean a lot of things. emily: is this in good taste? not that he is known for that. especially 75% of the company, are they going to lose their jobs? david: that is true. i'm not saying you should make light of the fact that possibly thousands of people at twitter will lose their jobs. i don't think that. but business has two grave of a view of itself. this is an aspect of elon musk that i appreciate. he tries to be an ordinary person going about his day changing the world on buying companies for $45 billion. it is amusing, you can't deny. there was an interview in the financial times where he was asked, what are you doing? he said, aren't you amused? he wants to amuse us. it is at the cost sometimes of some serious people that have

real consequences. but -- emily: it is not just the people that are really important. what about public discourse? the future of public discourse is not a joke. right? david: we really don't know what he is going to do. he said many different angst. a lot of them are impractical. some of them as i have mentioned are appealing to me, like giving genuine identity to users. i don't view it as a potential unmitigated disaster that elon musk might control twitter. it sounds like an idiotic disaster to lay off 75% of employees because i can't imagine the company could continue to operate responsibly if that were to occur. i honestly don't expect that to happen. it is the kind of thing he says shooting from the hip. we will have to watch.

twitter is a company that needed radical surgery. they are going to get it. i don't think any of us can really know what happens next. even elon musk. emily: it will all sink in overtime, david. we aren't going to let the sink puns go. david kirkpatrick, as always, good to have you. coming up, how do women in particular see crypto? a survey has surprising insight into how they are making their first-ever investments. this is bloomberg. ♪

emily: for today's crypto report, we dive into the investing behaviors of men.

a report finds one in 10 women are choosing crypto as their first investment. this is part of a survey and here to discuss, blockfi posco funder. talk about the big takeaways. there were sums of rising results -- some surprising results. >> there were surprising results . some are good and some signal to me, things we need to continue to work on. the key take away is that women that are invested in crypto are resilient in the bear market. we also did see there was a generational gap among women who feel financially secure in their investment strategies and those who do not. specifically, we saw the gap was between millennial women who tend to feel more financially secure, and gen x tends to be the least financially secure. what is important about these surveys is that we are looking to understand the differences

between different behaviors so we can really get to, where is the pain point and how can we solve that? high-level, there is a gap. go ahead. emily: it is like, what will we do with this information? it makes sense that gen xers may feel less secure if they have more responsibilities. flori: there is also a generational gap in terms of understanding of technology, depending on what technology was available when you grew up, your comfort with different apps. i'm a huge believer in understanding your consumer base. in order to address a problem, you have to understand that not all consumers are the same. people need efferent types of information presented to them in different ways in order to get comfortable with crypto. at blockfi we focus on three areas. the first is accessibility, everything from how is your app

designed? what is the experience like? all the way down to, what is client success like? can you pick up the phone and talk to someone if that is what you need to feel comfortable? the second is understanding through data, which is what we are diving into today. you can't solve a problem if you don't understand what is driving it. the third is leading by example. i believe you can't be what you can't see, and as a woman we have to be out here talking in the open and really making this industry a lot more approachable to people who have historically been excluded from financial services, investments and crypto. emily: speaking of the industry, obviously a lot has changed with the crypto crash. i'm curious how that is changing your business model, specifically the institutional lending market. how much has lock -- blockfi's role changed, given the big collapses we have seen and how is your role involving? flori: one of the things that

came out of this summer is a couple things. there was a shift in the market dynamic. previous to the events of this summer, it was a borrower's market. now that the activity is concentrated on the few players that are left, blockfi included, it has become a lender's market. one of the biggest things coming out of this summer is the entire industry's approach to risk. we took major steps in terms of educating the clients and the echo system in order to make sure people understand what the risks are in this platform, and i believe we need were lost -- robust frameworks if you want to be a regulated entity. the things we did was increase public disclosures on risk management, the cro is out in the open more, he hosted a re ddit ama, and to release quarterly financials including overall risk exposure on our

website. we are in early stages for crypto. more maturation needs to happen, but we are committed to listen and learn and continuously improve. emily: flori, cofounder of blockfi, thank you for stopping by. coming up, sneak peek of my sit down with doordash ceo tony xu, talking about the future of the gig economy and more. this is bloomberg. ♪

emily: after going public at the height of the pandemic, doordash is dealing with its first major economic downturn. shares are down 68% this year. i spoke with the ceo and cofounder tony xu about how the

company is navigating the headwinds of change. tony: it was exhilarating, it was the first time that our company went public, the first time i had ever undergone any of those experiences before. in the back of my head, it was that saying that you are never as good or bad as you -- as they say you are. emily: the big question is how much do customers keep ordering out in a high inflation environment? how much long-term sustainability and growth is there? tony: although covid is now effectively sustained and we understand how to live with it, customers are continuing to order. those that joint during the pandemic are still ordering at the same rate as those who joined before the pandemic. eating out and getting things delivered a pretty complementary. on the second point around inflation, i can say over the last 60 years in looking at the data, spend in restaurants and grocery have only declined in

two of those 60 years, including high inflation times, much higher than today. what i take solace in although i see the fact that there is high inflation, is that customers are going to continue spending on food. our job is to bring greater affordability. emily: the economy is in a tough position. your competitors announced layoffs and hiring freezes and slowdowns. his doordash considering this? tony: we have been fortunate because most of our investments that happened ring the pandemic were meant to build new businesses. those new businesses have continued to grow. new business beyond restaurants in categories like grocery, convenience or retail. new businesses overseas. we announced a large acquisition in volt that helped double our market to 700 million people. building advertising, new businesses expanding our services and building a platform

to help businesses build their own digital operations. emily: do you see doordash has a super app of the future or something different? tony: i see doordash as solving two problems. how do we bring incremental demand to the physical businesses as they figure out their own digital in-house capabilities? the second, bringing tools to these businesses. emily: there's a lot of competition and delivery. who survives the delivery wars? who doesn't? tony: delivery is a scale economy's gain. you can survive doing deliveries from a singular store. there are mom and pop pizza shops and restaurants that do their own delivery. emily: do you see doordash has a challenger to walmart and amazon? tony: i see doordash as a champion of local businesses and physical businesses. i don't think a world in which we just get what we want to buy or consume for a few places is a world that again, is as worth

enjoying living in. our job is to make sure that all of these businesses, all the millions of physical businesses globally, can continue to compete. emily: i do a lot of doordash. when i interview you i get pings from dashers and some say they don't get paid enough. some of them seem angry. what is your response to them? tony: we want the local economy to grow and thrive. that includes dashers. we have 3 million dashers that come to the platform every order. it is important what they say. the company, myself included, we still do deliveries once a month. emily: you do deliveries? tony: that is why we have a -- or community council that we started three or four years ago. emily: i want to seem -- see one of your memos after a delivery. tony: i'm not texting while i'm driving but texting after i complete the order. emily: what have you learned

from your deliveries? tony: everything from pay considerations, everything from operations out of stores, which stores are faster in their operations are more consistent, which are less consistent, where you find the last parking space in downtown san francisco. all these details matter. they matter for efficiency, driver pay, they matter for merchant earnings, so as a result, what i say to dashers is, please continue to talk to me. i'm just tony. we are trying to make things better. we are not saying we are perfect that when we look at the data we have collected, the average dasher makes $25 per hour nationwide when they are doing deliveries, so -- ♪

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