and ed ludlow. >> i am caroline hyde. ed: this is bloomberg technology. >> alphabet slumps after report that samsung has considered placing google with microsoft trust being as the default search -- engine. ed: apple's sale in india wrap up. we will -- >> #love is blind turns to #loveislate. let's check in with the markets. the reality bites over the fact that we have earnings and we are looking at a stronger manufacturing week. the good news and -- nasdaq off by 4/10 of a percent. keep an eye on the bank earnings. where we see in terms of the mood music on deposits and how much concern we have among smaller lenders and what that means for the tech investing? the two-year guilt being pushed hired interns of yields -- two-year yield being pushed higher in terms of yields. we are getting a bit of the wind taking out of sales for crypto. what a week you have had in terms of they evoke a standup rate that was successful. maybe we dow back a little bit in terms of mood music with risk. we are down 3% as the dollar rises with t

caroline: i am caroline hyde at bloomberg headquarters in new york. ed: i am ed ludlow in san francisco. this is "bloomberg technology." caroline: what it means for tech stocks. nishi somaiya is with us, along with mike volpi. ed: we will get a read on the health of the banking system. aaron klein of the brookings institution joins with prospective. caroline: elon musk is back in the spotlight, this time with a two hour long twitter spaces. why npr has quit the platform. that and so much coming up throughout the hour. first, let's check on what is happening in public markets. the cpi print inflation data, some soothing of concerns, may pulling back a little bit. at the moment, we are flat on the nasdaq. bouncing off the low. s of the day. we think the federal reserve will have to hike my 25 basis points. two year yield, flat on the day. 4%. i am looking at goldman, the nasdaq golden dragon. alibaba is on the downside. jd is off as well. some key movement from the american depository. let's look at what is happening in the world of crypto. all eyes on t

announcer: this is technology caroline hyde and ed ludlow. ♪ caroline: i'm caroline hyde. : i'm ed ludlow in san francisco. as bloomberg technology. caroline: bitcoin tops $34,000. the assets getting a boost on those moves. ed: a deep dive into one of the biggest u.s. intelligence leaks in history. caroline: all across the lice -- the race for intelligence dominance. 100 million dollars funding run for an ai research platform. first, let's check in on these public markets. tech is feeling a little less love. we are up 0.4% on the nasdaq. a little bit of nervousness for owning tech. interesting on the high side. after the easter holiday, the extended break, a little fuel under the fire. two-year yield is up. what is happening in terms of crypto? we managed to break free of that trading range. we were generally languishing around for the past few weeks. does it mean from psychological levels being hit now? are we going back to the eclipses with capital disintegration, or you saw tara luna were up 7% over the past two days? ed: the big question is why, but the what is out ther

caroline: i'm caroline hyde in new york. ed: and i'm ed ludlow in san francisco. caroline: coming up, we will look the implications of trump's indictment on his ability to communicate with his own followers through the truth social app. plus will discuss the escalating technology war between the u.s. and china as japan joins united states and the netherlands and restricting exports of chipmaking gear to china. we get a read on that case for eb dominance. we returned to the markets. we returned some of the news around japan, joining the u.s. and the netherlands in terms of restricting the exports of chip industry over to china and its impact on the sops, down 2.2%. nasdaq down off of its highs. basically seeing risk aversion in the market. we are worried about banks and economic data pointing towards the u.s. recession. seeing yields down 11 basis points. what has managed to withstand some of the turbulence in the stock market has been bitcoin. it is off slightly by a quarter of a percent. we are basically stopping out at 28,000. great reports coming on the bloomber

with caroline hyde and ed ludlow. caroline: i'm caroline hyde at bloomberg's world headquarters. roline: a huge day for big tech earnings. spotify out of the game. microsoft and alphabet.

innovation, money and power collide in silicon valley and beyond, this is bloomberg technology with caroline hyde and ed ludlow. caroline: i'm caroline hyde at world headquarters in new york, ed ludlow is on assignment. this is bloomberg.. gs mc jumps despite global slump in chips. tesla risking margins to boost sales all humans. they have been cutting car prices on a near monthly basis and elon musk hinted at more cuts to come. spacex is one step closer to getting humans to mars after getting it starship off the ground. we break down the surprise ending for the historic launch. but first we check in on the markets. we are actually getting some reprieve to some individual movers today. wanted to go up more broad to start but i will go in on the micro, ibm up .9% as a gave a forecast in line with analyst projections, a cautiously optimistic sign amid this uncertain economy. up 7.7 percent, managing to outperform as some of the china curves are not impacting the company as much as it had anticipated. we have breaking news that biden is to unveil china investment curves before the g7 summit in may.

announcer: this is technology caroline hyde and ed ludlow. ♪ caroline: i'm caroline hyde. ology. caroline: bitcoin tops $34,000. the assets getting a boost on those moves. ed:

>> this is bloomberg technology with caroline hyde and ed ludlow. ♪ caroline: i am caroline hyde. : and i am ed ludlow. caroline: we will discuss why the valley may be disconnected from reality. ed: and a plunge in pc shipments. grappling with 20. caroline: and eclipse raises $1.2 billion. we will have an exclusive conversation with the founding partner. first, let's check in on these publicly traded markets at the moment. i think we want to go back to the broader markets. it is about chips. we are seeing what it means for inventory the nasdaq up by 10%. more about the economic fundamentals and the reserve giving us another 25 basis points. the bloomberg as we start to price in a more a more hawkish fed. we are seeing bitcoin managing to pull up. we all rely on what is happening in the world. a lot of volatility. ed: what happened friday, because it was a holiday in the u.s., it was thin volume. samsung basically said they are going to cut production to meaningful levels. you see certain names trading markedly higher second sales miss. that is where it is down 3%. the other data po

with caroline hyde and ed ludlow. caroline: i'm caroline hyde at bloomberg's world headquarters. ed: i'm at the san francisco. this is "bloomberg technology." caroline: a huge day for big tech earnings. spotify out of the game. microsoft and alphabet. the ai search engine front of mind for investors. ed: the european union says 19 major online platforms and search engines will be subject to extra scrutiny under his new content moderation rules, including a plan to conduct a life stress test at twitter. caroline: the app blue sky is backed by jack steil -- jack dorsey, emerging as an alternative to twitter. what makes it different from the competitors? let's check in on the markets. we are worried about recessionary risks. we are worried about the macro environment, setting off on the nasdaq more than a percentage point lower. some of the data, whether it be about consumer confidence, housing prices, u.s. economy 10 year yield. flight to safety. 10 basis points. seven basis points on the downside below that today moving average. not only risk-averse in the u.s., also for the sixth

innovation, money and power collide in silicon valley and beyond, this is "bloomberg technology" with caroline hyde and ed ludlow. caroline: i'm caroline hyde. ed ludlow is on assignment today. this is "bloomberg technology". today we drive into tesla's drop in car prices are of tonight's earnings report. it is how the cut and prices now making the model nearly 30% cheaper. plus netflix falls off with briber -- off with subscriber growth estimates. people are getting extremely personal despite concerns over privacy with chatgpt as some turn to it for therapy. we discussed but's first -- but first, let's check in on estimates. some come on in drive. you are also still thinking about what the federal reserve and global central banks have to do to tackle inflation. they nasa off by 0.1%. the 2-year yield has concerns about interest rate hikes of almost seven points on the day. the vix is still well low 17 so anxiety is playing into some fear indices. we are seeing some nervousness around the riskier assets like crypto after what has been a phenomenal run of in bitcoin. just about 3.7% on the day. 29,0

innovation, money, and power combine in silicon valley and beyond this is bloomberg technology with caroline hyde and ed ludlow. caroline: i am caroline hyde at bloomberg's world headquarters in new york. ed: i am ed ludlow, this is bloomberg technology in san francisco from the rsa conference, focus on cybersecurity. how are companies and governments around the world responding to the digital threat ? that's the conversation we will have here. caroline: there is so much competition around earnings. we start with this market check because let's go to where we are seeing movement. the buying of the nasdaq today, big tech on top because earnings outperforming microsoft. we will get to that in a minute. this is not a global story. some of the chip-related companies are underwhelming in terms of their own performance and we see a dive, a pullback in european technology trading. crypto is getting a real buy. is this risk on in the correlation or is this because we are still worried about the banking crisis? , this is seeing further record blows for this particular lender. we know that we have concerns

this is "bloomberg technology" with caroline hyde and ed ludlow. caroline: i'm caroline hyde at bloomberg's world headquarters in new york. ed: i am ed ludlow in san francisco. caroline: a conversation about the future of technology with the stability ai, that just launched a chabad to rival gpt -- launched a chatbots to rival gpt. ed: price cuts and more shareholders are concerned he is spread too thin. caroline: earth day is coming up and we look at the pros and cartons -- pros and cons of carbon capture technology. let's look at what is happening with public markets. i wanted to show what is happening in terms of the benchmarks. i don't want to steal ed's thunder because this is one of the individual stocks but we are seeing may be completely flat on the nasdaq. we are going past some of the view of the macro perspective. we had the pmi data sub business activity showing strength. does that mean the fed does not have to hike? two year yield up for basis points, far more volatile than some of the benchmarks recently. i shine a light on crypto, a d

bloomberg technology with caroline hyde is next.ou are looking at trading a little heavy on thursday morning. this is bloomberg. when you automate sales tax with avalara, you don't have to worry about things like changing tax rates or filing returns. avalarahhh ahhh >> from the heart of where innovation, money and power collide in silicon valley and beyond, this is bloomberg technology with caroline hyde and ed ludlow. caroline: i'm caroline hyde at world headquarters in new york, ed ludlow is on assignment. this is bloomberg.. gs mc jumps despite global slump in chips. tesla risking margins to boost sales all humans. they have been cutting car prices on a near monthly basis and elon musk hinted at more c

caroline: i am caroline hyde at bloomberg headquarters in new york. in san francisco. this is "bloomberg technology." caroline: what it means for tech stocks. nishi somaiya is with us, along with mike volpi. ed: we will get a read on the health of the banking system. aaron klein of the brookings institution joins with prospective. caroline: elon musk is back in the spotlight, this time wi

caroline: i'm caroline hyde in new york. ed: and i'm ed ludlow in san francisco. up, we will look the implications of trump's indi

this is "bloomberg technology" with caroline hyde and ed ludlow. e at bloomberg's world headquarters in new york. ed: i am ed ludlow in san francisco. caroline: a conversation about the future of technology with the stability ai, that just launched a chabad to rival gpt

caroline: i am caroline hyde in new york. ed: i am ed ludlow in san francisco, this is bloomberg technology. caroline: coming up, we break down meta's results and push ahead to amazons after the bell. ed: our interview with the ceo of activision lizard as u.k. halts the deal. caroline: we speak with keith rabois to discuss investment opportunities outside of silicon valley. once again, second straight day of gains on the nasdaq, leading the charge. it seems to be anxiety leaving us when it comes to tech earnings. still, there is worry about the u.s. economy, the growth slowing in the first quarter more than expected and the inflation risk still evident as consumers are spending. up 1.7% on the nasdaq, two year yield up by four basis points. i want to shine a light that asia did relatively well, china moving a little higher. european stocks on the upside, bouncing back after a big selloff yesterday. look at what other risk acid is proving volatile. check out the moves on bitcoin the last couple of days, above 30,000 then dove b

innovation, money, and power combine in silicon valley and beyond this is bloomberg technology with caroline hyde. caroline: i am caroline hyde at bloomberg's world headquarters in new york. ed: i am ed ludlow, this is bloomberg technology in san francisco from the rsa conference, focus on cybersecurity. how are companies and governments around the world responding to the digital threat ? that's the conversation we will have here. caroline: there is so much

innovation, money and power collide in silicon valley and beyond, this is "bloomberg technology" with caroline hyderoline: i'm caroline hyde. ed ludlow is on assignment today. this is "bloomberg technology". today we drive into tesla's drop in car prices are of tonight's earnings report. it is how the cut and prices now making the model nearly 30% cheaper. plus netflix falls off with briber -- off with subscriber growth estimates. people are getting extremely personal

♪ caroline: i'm caroline hyde. ed: i'm ed ludlow. caroline: this is bloomberg technology.aroline:coming up, amazon is the latest to share love. the ceo pledged to keep investing in these areas despite cuts. ed: a software update went up without a hit. caroline: plus, how does a four-day workweek sound? we will speak with the nobel prize-winning economist who says ai may increase productivity so much that it will shave a day off your we we calendar -- your weekly work calendar. let's look at some risk asset love that seems to be across the board. some economic data and micro data showing softness. maybe the ppi showing culling on the front. bad news becomes good news when it comes to the hopes that the federal reserve would not have to hike so far so fast. nasdaq up one .5%. we are seeing money going into equities in europe, technology stocks, and also in hong kong, or we have seen some days of selling. many start to push back on some of the worries that the fed will have to hike more than 25 basis points. let's see what is happening in terms of other risk assets. ed, we we

. >> this is bloomberg technology with caroline hyde and ed ludlow. ♪ caroline: i am caroline hyde. dlow. caroline: we will discuss why the valley may be disconnected from reality. ed: and a plunge

caroline hyde is joining us to break this all down.alibaba, the biggest players in global tech all rushing to create this tool. >> yes and some to mixed results. alibaba is coming as soon as april 11. the speed of the progression that is what is exciting people. google thinking at some point they are going to put generative ai chatbots. you were saying the hope that perhaps alibaba does better on the day than baidu. shares fell because they did it in a pre-presentation rather than live. jon: creating ai products is part of the story than the funding is another part of the story which you were reporting on bloomberg technology particularly when it comes to ai rivals in china. it what can you tell us? >> the whole story seems to have blown up over twitter. worrying about a piece that was put out the information that u.s. dollars from endowments is still flowing into china and flowing into startups that are creating ai rivals to the united states. we know the geopolitical tension this falls into, take a listen we had a great guest on. our

caroline: i am caroline hyde in new york. cisco, this is bloomberg technology. caroline: coming up, we break down meta's results and push ahead to amazons after the bell. ed: our interview with the ceo of activision lizard as u.k. halts the deal. caroline:

♪ caroline: i am caroline hyde. ed: and i am ed ludlow. this is bloomberg "technology." roline: a torrent of tech earnings this week. we discussed what to watch. ed: artificial intelligence momentum. we speak to the ceo of runway. and we join the executive leading fidelity's charge into ai learning. caroline: what on earth is going on at twitter? the latest is coming up. caution consumes the investor base. it means we are lower on the nasdaq 100. the nasdaq is off by 0.8%. we wait and hope that maybe some of that fall we are likely to see in the earnings coming from the big tech giants manages to not undergo the pullback on estimates. we are also looking at the overall fundamentals of the macroeconomy. u.s. yields down for basis points. we are also eyeing a debt ceiling that could be pulled forward. it is all down to some of those taxes not going as high as we expected. i want to show the golden dragon . we are seeing the china tech trade also going lower as we worry about some. after the heady highs we have seen, we seem to be trading off at the current level at 27,000.

>> i'm caroline hyde out bloomberg world headquarters. >> i'm ed ludlow in san francisco. this is bloomberg technology. >> we are urging social media users to stop circulating classified. meant as it works to clean up the biggest intelligence leak in decades. we will discuss. >> twitter allowing users to charge for subscription fees. they are looking to grab a social giant market share. >> we will hear from the ceo of amazon web services as there is a race for artificial intelligence dominance. so much more coming up. let's get to some breaking news. out of france, it is coming. the constitutional council has approved of the bulk of a pretty controversial pension reform from emmanuel macron. plus the leader of france at the moment, the bulk of this has been approved by the constitutional council. no market reaction. we are looking at what is happening in the united states, off by .1%. it will strengthen the retail data. we are continuing to grow which means they will have to tackle inflation, and that means nasdaq is currently off by .7%. not quite there. the index is in t

joining us is caroline hyde, cohost of "bloomberg technology." space. what is new when it comes to amazon? caroline: actually if you listen to amazon's announcement, they will tell you they have been doing artificial intelligence and large language models for years. it is what helps power your amazon voice assistant come if you use an alexa. for the first time they are giving access to large language models that they built internally. they are called to tighten and there is a couple of them that will help you to text conversion, maybe write a blog post using the aws computer power. you will be able to tap into a marketplace of other ai providers. it is an offering for those companies that use them for computer power, software tools that you get through aws. this is andy jassy's commitment to reinvesting in aws and showing that it is the profit driver it has been. jon: it is so interesting, there has been such an obsession around change ebt and open ai -- chatgpt and open ai's curiosity for consumers. with ai for chatgpt being shared, there are all

and ed ludlow. >> i am caroline hyde. technology. >> alphabet slumps after report that samsung has considered placing google with microsoft trust being as the default search -- engine. ed: apple's sale in india wrap up. we will --

joining us is caroline hyde. i am wondering how much we are rewriting to pre-pandemic.ctual slowdown based on pc sales. >> dare i say both? we are back at early 2019 levels. apple is a victim of its own success. some of the technology is aging a little bit. we know we will be getting a new mac lineup perhaps at the end of this year. that will galvanize more people wanting to buy into certain processing chips. this is apple having a big exposure to the consumer, to you and me. you have seen double-digit slowdown and revenue. alix: this also comes as tsc m talks are missing their sales estimates. sam some -- samsung morning. caroline: tsmc's big provider is apple. you can see how important apple is. any issue and slowdown and -- in slowdown and demand hits tsmc for a second straight quarter. they are doing some self-help by cutting back on expenditure. they are thinking ok, in this period, where do we reallocate our presence? because people want to be diversifying their supply chain. they don't want to just be getting it from taiwan. we are seeing samsung doing self-help

caroline: i am caroline hyde. ed: i am ed ludlow.quarter, nest like 100, is it a bull market will it stay? morgan stanley thinks maybe you should be warning about this tech rally.

start for free at godaddy.com ♪ caroline: i'm caroline hyde. ed: i'm ed ludlow. mberg technology. caroline:coming up, amazon is the latest to share love. the ceo pledged to keep investing in these areas despite cuts. ed:

evidence can you give that customers are already engaging with those later generation of >> i'm caroline hydemberg world headquarters in new york. >> big friday. this is bloomberg technology. >> full coverage of tech earnings from snapchat to amazon to pinterest, we've got you covered. >> we bring you my interview of intel ceo pat gelsinger, the company projecting a return to free cash fl

joining us now is caroline hyde. i want to start with meta-. we know it was coming. will get another round of layoffs. what areas on the chopping block? --are on the chopping block? caroline: the push into virtual reality but these are technology jobs that are being focused on so we understand a memo went out yesterday that they will -- are being told who is being let go. we understand the business jobs. this is the 10,000 jobs that are being hit in -- that we were told in late march on top of the jobs currently as here -- jobs cut late last year. dani: what are they hoping to achieve to get to that your of efficiency? caroline: it is about layers of management. this is about personnel. this is about focusing on efficiency. we knew that they felt that the lighter command had gotten to beefed up. this is generally at technology focused business problem where people thought that during covid, times have changed. people beefed up. the tailwinds we saw in 2020 and 2021 wouldn't last. we see the pullback. they want to focus on r&d and artificial intelligence but they don'

joining us now is bloomberg technology cohost caroline hyde. is the second from -- amazon shareholders what can you tillis about them? caroline: they are still investing. -- tell us about them? caroline: they are still investing. throughout this lifespan, it has always doubled down on investment in the company. in 2008 they mentioned other macro headwind period of history. the other areas of growth remain grocery in particular. amazon fresh they have not figured out how to expand vat but they are still thinking about that and thinking about satellite. and this is a company that says there is more for the taking. and 90% of it is done in store. guy: there is a big one off of the list. let me take you to it. aia. carol: all aboard the generative ai train. for years and decades, they have been into machine turning. and they have been offering machine learning capabilities and they been investing and creating their own chips to give to their clients to make sure the computing power is not out of their price range. now they are giving us not one, bu

. >> i'm caroline hyde out bloomberg world headquarters. >> i'm ed ludlow in san francisco.loomberg technology. >> we are urging social media users to stop circulating classified. meant as it works to clean up the biggest intelligence leak

joining us now is caroline hyde. let's get to the tesla price cutting, i don't get it. ne: it doesn't really matter because this only made up 2.5 percent of deliveries in elon musk said these models don't matter in the high end luxury is price points, this increase won't make that much difference to the bottom line. it's a signal there is still competition out there with mercedes and bmw but where he's cutting the prices is the3's, t he y's and the ford ceo seems to be there is a price war. we are seeing the models and x that are far cheaper but it's interesting on the timing. dani: what does rrenault? caroline: great story, talking about how a different car executive is losing sleep at night because of elon musk. before it was mercedes that had to pull back their price points in china because of what elon musk did. his real focus is on scale. it's on the cheaper price point and the renault. they are worried and have to see that they will ramp up their own profitability. even with elon musk cutting prices, their operating margin is better than ford and gm. alix: that sho

caroline hyde joins us with more details. layers about the disney development, what have you been hearing? caroline: it is a history lesson, this few dates back a year or so to disney itself taking a stand against a very controversial bill that ron desantis put through in terms of education, many opposed that bill, calling it the don't say gay bill. all of this in many ways was leading to the ousting of the previous leader of disney, who bungled the handling. disney speaks out against ron desantis, ron desantis decides to take charge of the minutes of the authority -- the municipal authority that oversees day-to-day operations at the park. disney out maneuvers them, manages to reduce the power of the municipal authority and be here last week that ron desantis is thinking about building prisons near the theme park. all of this has meant we have a lawsuit filed in a federal court in florida, because they think this is bad for disney's business, which is the biggest taxpayer and all of florida. kriti: it is worth mentioning that

ed: you are out there in new york city with my good friend caroline hyde.it like being a vc in new york now? >> new york is thriving, its an exciting place to build and its exciting place to invest in the community is really strong. we are seeing lots of people come through. they stop by and wind up making it their permanent home. the talent ecosystem has drawn -- has grown tremendously. coming out of the pandemic, people felt more choice about where they wanted to live and when that happened, they love new york because its a fantastic city. its not without its challenges but its a great place to live and meet and think about that intersection of how technology crosses the other ways we live. its never been more exciting to be here as an investor. caroline: we love running into it with you. great to have you with us. we talked about the new york scene so let's get back to san francisco. you love soccer and its getting a new life with a professional soccer team. sheryl sandberg and former national team stars are involved. its a $25 million investment led by

caroline: i am caroline hyde. ed: i am ed ludlow. carolyn cope we are going to kick out the second quarter, nest like 100, is it a bull market will it stay? morgan stanley thinks maybe you should be warning about this tech rally. ed: delivers fall short of elon musk's expectations. caroline: the latest on his spat with the new york times as a loser verified badge on twitter. first, we dive into the market action. we talked about potential of a bull market. earlier last week in terms of the nasdaq, just coming off its highs, down by a percentage point almost. this as we get the sharp move from opec-plus between saudi arabia that they will be curtailing production. the fears of inflation are back. the borrowing cost surged earlier but they turned around. the yields are back. why? manufacturing data came in much weaker than expected. i want to look at what is happening in terms of crypto and bitcoin. we have seen it plateau around the 28,000 mark. we took a dip lower earlier as the market soared. now off by about one and a quarter perce

>> i'm caroline hyde at bloomberg world headquarters in new york. >> big friday. this is bloomberg technology. >> full coverage of tech earnings from snapchat to amazon to pinterest, we've got you covered. >> we bring you my interview of intel ceo pat gelsinger, the company projecting a return to free cash flow. >> how ai will impact hiring in the workplace. we discussed the ceo of lattice. from those privately backed companies to the public markets where we are more cautious around some of the big eco-data we got the drops on the inflation reads ahead of the fed next week. inflation still brisk in the united states. still brisk and europe. maybe trading down a little bit. nasdaq managing to punch up .3%. two year yield, two basis points lower. buying into u.s. bonds day, amid risk aversion. all lies on first republic. europe managed to push forward to the end of trading. crypto, seeing energy going up near 30,000 level. it does feel as though there is some safe harbor on the day. >> still focused on earnings season. intel, we had two pair earlier gains, a tough f

. ♪ caroline: i am caroline hyde. ed: and i am ed ludlow. this is bloomberg "technology." tech earnings this week. we discussed what to watch. ed: artificial intelligence momentum. we

that wraps it up for me and guy, coming up bloomberg technology with caroline hyde and ed ludlow. back on monday. have a good, long weekend. happy holidays. this is bloomberg. ♪

i am caroline hyde in new york. ed: i am ed ludlow in san francisco. about half past 11:00, the nasdaq breaking into the green as we work towards what is going to be a holiday-shortened week. may be more risk appetite building into the system. we are anticipating the all-important job stated tomorrow. the two year yield flat after being on the downside as money sought more safety. we are seeing bitcoin at the 28,000 level. moving on to some of the micro moves, if we are going to see money moving into stocks it is going to be ai related on the day we are looking at technology. alphabet shares up 2.5%. the reporting from the wall street journal is, yes, we knew that an ai chatbots was being developed at google, but they are liking to lace it in and provide the impact within google relatively swiftly. alibaba, more certainty. as soon as next week we will understand the unveiling of its new generative ai chabad and what they have on the table in terms of china. caroline: a lot of this discussion is playing out on social media. you and i are in the news bus