We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Amazon Spends Big, DraftKings Sees Major Super Bowl Bets

Amazon Spends Big, DraftKings Sees Major Super Bowl Bets

2025/2/7
logo of podcast Bloomberg Technology

Bloomberg Technology
AI Deep Dive AI Chapters Transcript
People
E
Elise Killeen
I
Ira Budoway
J
Jason Robins
M
Mandip Singh
M
Max Lefchin
M
Mike Shepard
P
Peter Elstrom
P
Poonam Goyal
S
Scott Besson
Topics
Poonam Goyal: 亚马逊承诺在2025年及以后每年投入1050亿美元,这表明他们正在增加在人工智能方面的支出。这是一件好事,因为AWS服务的需求将会更高,亚马逊需要确保他们进行投资,而不是落后于曲线。电商业务表现良好,尤其是在实体店业务方面,增长令人惊喜。亚马逊未来的盈利能力将主要来自AWS业务和广告业务,而零售业务是广告增长的关键驱动力。

Deep Dive

Shownotes Transcript

Bloomberg's Caroline Hyde and Jackie Davalos discuss Amazon's $100B spending on AI as earnings fail to excite investors. And, US Treasury Secretary Scott Bessent pushes back on DOGE worries, saying it won't impact or change the treasury system. Plus, a conversation with DraftKings CEO Jason Robins ahead of the Super Bowl.

 

See omnystudio.com/listener) for privacy information.